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Afg Fiduciary Services Limited Partnership

Latest statistics and disclosures from Afg Fiduciary Services Limited Partnership's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, PULS, MINT, QQQ, IJH, and represent 38.12% of Afg Fiduciary Services Limited Partnership's stock portfolio.
Added to shares of these 10 stocks: SPY, PSQ, SH, RWM, PULS, VGMS, AGX, ETHA, NKE, Powershares Qqq Etf Put Opt 01/19 154.0 put.
Started 12 new stock positions in VGMS, NBBK, XMTR, ETHA, TLYS, NVDS, SLV, GOOGL, TIGR, AGX. NKE, GOOG.
Reduced shares in these 10 stocks: REMX, AMD, IREN, XLK, , BINC, XLU, NET, AMZN, IBIT.
Sold out of its positions in SPXS, HL, HBM, DNUT, REMX, XYL.
Afg Fiduciary Services Limited Partnership was a net buyer of stock by $13M.
Afg Fiduciary Services Limited Partnership has $174M in assets under management (AUM), dropping by 10.96%.
Central Index Key (CIK): 0001907820

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Portfolio Holdings for Afg Fiduciary Services Limited Partnership

Afg Fiduciary Services Limited Partnership holds 92 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	18.2	$32M	+12%	453k	69.87	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	6.4	$11M	+9%	224k	49.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.4	$9.4M		93k	100.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$7.1M		12k	603.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$6.9M		106k	65.49	View chart
Amazon (AMZN)	3.7	$6.5M	-2%	29k	220.61	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.6	$6.3M	+2%	70k	89.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$5.6M		47k	119.18	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$4.9M		14k	356.03	View chart
Proshares Tr Short S&p 500 Ne (SH)	2.8	$4.8M	+92%	131k	36.82	View chart
Proshares Tr Short Qqq (PSQ)	2.5	$4.4M	+116%	142k	30.90	View chart
Select Sector Spdr Tr Technology (XLK)	2.5	$4.4M	-7%	15k	284.62	View chart
Proshares Tr Shrt Russell2000 (RWM)	2.5	$4.4M	+92%	260k	16.76	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.3	$3.9M	-6%	74k	53.12	View chart
Advanced Micro Devices (AMD)	1.9	$3.3M	-15%	20k	164.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$2.7M		13k	207.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$2.4M		8.1k	293.45	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.3	$2.3M	+6%	30k	78.25	View chart
NVIDIA Corporation (NVDA)	1.3	$2.2M		12k	187.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.1M		34k	60.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$2.0M		11k	190.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$1.8M		33k	54.52	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	1.0	$1.8M		25k	70.43	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	1.0	$1.7M		19k	91.32	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$1.5M	+4%	23k	66.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$1.5M	+2%	17k	89.34	View chart
Apple (AAPL)	0.9	$1.5M	-2%	5.8k	255.45	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.8	$1.4M		6.0k	241.14	View chart
Cloudflare Cl A Com (NET)	0.8	$1.3M	-10%	6.2k	217.06	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.7	$1.2M		15k	80.72	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.7	$1.2M	+33%	2.0k	603.24	View chart
Cava Group Ord (CAVA)	0.7	$1.2M	-3%	20k	61.67	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.6	$1.1M		26k	42.44	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$1.1M		11k	96.89	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$1.1M		20k	53.82	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.1M		9.6k	111.99	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$1.0M	-14%	12k	88.05	View chart
Ishares Msci Brazil Etf (EWZ)	0.6	$1.0M		33k	30.58	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.6	$986k	NEW	19k	51.63	View chart
Ishares Msci Pac Jp Etf (EPP)	0.6	$976k		19k	51.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$889k		2.7k	329.31	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$873k		8.2k	106.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$870k	-14%	13k	66.67	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$821k	-4%	19k	44.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$752k	-5%	2.7k	276.34	View chart
Argan (AGX)	0.4	$716k	NEW	2.6k	279.25	View chart
Powell Industries (POWL)	0.4	$661k	+36%	2.1k	316.63	View chart
Vistra Energy (VST)	0.4	$655k	+3%	3.2k	201.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$608k	+2%	11k	53.39	View chart
Tesla Motors (TSLA)	0.3	$601k	-2%	1.3k	459.46	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$573k		14k	41.38	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$567k		19k	29.97	View chart
Allstate Corporation (ALL)	0.3	$562k		2.7k	210.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$558k		5.0k	111.51	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$556k		6.8k	82.38	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$544k		7.1k	76.53	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$475k		3.5k	135.34	View chart
Uber Technologies (UBER)	0.3	$435k	+4%	4.5k	96.76	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$425k	NEW	13k	32.55	View chart
Microsoft Corporation (MSFT)	0.2	$411k		791.00	519.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$397k		1.6k	242.49	View chart
Vanguard World Extended Dur (EDV)	0.2	$393k	+20%	5.8k	67.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$392k		584.00	671.84	View chart
Boeing Company (BA)	0.2	$378k	+72%	1.8k	215.20	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$347k		11k	31.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$345k		1.1k	310.71	View chart
Cava Group Call Call Option (Principal)	0.2	$327k		5.3k	61.67	View chart
Citi Trends (CTRN)	0.2	$312k		10k	31.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$308k		619.00	498.20	View chart
Spdr Series Trust S&p Biotech (XBI)	0.2	$305k		3.0k	101.39	View chart
Nike CL B (NKE)	0.2	$305k	NEW	4.1k	73.93	View chart
Palantir Technologies Cl A (PLTR)	0.2	$304k		1.7k	184.49	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$293k		4.4k	67.19	View chart
Texas Pacific Land Corp (TPL)	0.2	$287k		300.00	957.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$274k	NEW	1.1k	245.54	View chart
At&t (T)	0.2	$262k	-14%	9.5k	27.55	View chart
Direxion Shs Etf Tr Daily Semiconduc (SOXS)	0.2	$261k	+38%	53k	4.90	View chart
Meta Platforms Cl A (META)	0.1	$250k		348.00	717.34	View chart
Iren Ordinary Shares (IREN)	0.1	$235k	-70%	5.0k	47.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$230k	-9%	487.00	471.18	View chart
Xometry Class A Com (XMTR)	0.1	$228k	NEW	4.4k	52.44	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$225k		2.6k	85.03	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$207k		2.1k	97.64	View chart
Universal Technical Institute (UTI)	0.1	$206k		6.5k	31.66	View chart
Verizon Communications (VZ)	0.1	$205k		4.7k	43.83	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$202k	NEW	4.7k	42.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$201k	NEW	819.00	244.90	View chart
Nb Bancorp (NBBK)	0.1	$176k	NEW	10k	17.58	View chart
Investment Managers Ser Tr I Tradr 1.5x Short (NVDS)	0.1	$136k	NEW	12k	11.02	View chart
Up Fintech Hldg Sponsored Ads (TIGR)	0.1	$125k	NEW	12k	10.60	View chart
Denison Mines Corp (DNN)	0.0	$42k		15k	2.77	View chart
Tillys Cl A (TLYS)	0.0	$41k	NEW	20k	2.03	View chart

Past Filings by Afg Fiduciary Services Limited Partnership

SEC 13F filings are viewable for Afg Fiduciary Services Limited Partnership going back to 2021

Afg Fiduciary Services Limited Partnership 2025 Q3 filed Oct. 17, 2025
Afg Fiduciary Services Limited Partnership 2025 Q2 filed July 11, 2025
Afg Fiduciary Services Limited Partnership 2025 Q1 filed April 11, 2025
Afg Fiduciary Services Limited Partnership 2024 Q4 filed Jan. 17, 2025
Afg Fiduciary Services Limited Partnership 2024 Q3 filed Oct. 15, 2024
Afg Fiduciary Services Limited Partnership 2024 Q2 filed July 31, 2024
Afg Fiduciary Services Limited Partnership 2024 Q1 filed April 15, 2024
Afg Fiduciary Services Limited Partnership 2023 Q4 filed Jan. 11, 2024
Afg Fiduciary Services Limited Partnership 2023 Q3 filed Oct. 23, 2023
Afg Fiduciary Services Limited Partnership 2023 Q2 filed July 18, 2023
Afg Fiduciary Services Limited Partnership 2023 Q1 filed May 4, 2023
Afg Fiduciary Services Limited Partnership 2022 Q4 filed Feb. 14, 2023
Afg Fiduciary Services Limited Partnership 2022 Q3 filed Nov. 15, 2022
Afg Fiduciary Services Limited Partnership 2022 Q2 filed Aug. 15, 2022
Afg Fiduciary Services Limited Partnership 2022 Q1 filed May 16, 2022
Afg Fiduciary Services Limited Partnership 2021 Q4 filed Feb. 11, 2022

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