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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, AMZN, IJH, and represent 39.77% of Afg Fiduciary Services Limited Partnership's stock portfolio.
Added to shares of these 10 stocks: AMZN (+$7.1M), AAPL (+$6.2M), NVDA, XLK, SPY, PULS, XLE, XLY, GOOGL, XLU.
Started 4 new stock positions in TDOC, AVS, CMCSA, VLO.
Reduced shares in these 10 stocks: RWM, SH, PSQ, TLT, AMD, ETHA, QQQ, NKE, CWB, TPL.
Sold out of its positions in NVDS, SLV, ETHA, NKE, TPL, UTI, VZ, XMTR.
Afg Fiduciary Services Limited Partnership was a net buyer of stock by $9.7M.
Afg Fiduciary Services Limited Partnership has $169M in assets under management (AUM), dropping by -2.93%.
Central Index Key (CIK): 0001907820

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Portfolio Holdings for Afg Fiduciary Services Limited Partnership

Afg Fiduciary Services Limited Partnership holds 88 positions in its portfolio as reported in the December 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)	18.5	$31M	+6%	481k	64.92	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	7.1	$12M	+8%	243k	49.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.7	$9.6M	+2%	95k	100.37	View chart
Amazon (AMZN)	4.3	$7.2M	+6076%	1.8M	3.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$7.0M		104k	66.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$6.8M	-5%	11k	613.12	View chart
Apple (AAPL)	3.7	$6.2M	+79636%	4.6M	1.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$5.5M	-4%	45k	121.37	View chart
Spdr Gold Tr Gold Shs (GLD)	3.1	$5.2M	-3%	13k	398.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.8	$4.6M	-23%	53k	87.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.6	$4.3M	+94%	30k	144.30	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.4	$4.1M	+3%	77k	52.78	View chart
Advanced Micro Devices (AMD)	2.1	$3.5M	-21%	16k	223.47	View chart
Proshares Tr Short S&p 500 Ne (SH)	1.6	$2.7M	-42%	76k	35.99	View chart
Proshares Tr Short Qqq (PSQ)	1.6	$2.7M	-37%	90k	30.27	View chart
NVIDIA Corporation (NVDA)	1.6	$2.7M	+6006%	731k	3.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$2.6M	-6%	12k	212.77	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.4	$2.4M	+3%	31k	77.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.1M	-10%	7.3k	292.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.0M	-7%	32k	63.20	View chart
Proshares Tr Shrt Russell2000 (RWM)	1.2	$2.0M	-53%	122k	16.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$1.9M	-4%	10k	192.87	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	1.0	$1.8M	-5%	24k	74.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$1.6M	-12%	29k	54.93	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$1.6M	+4%	24k	67.45	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.9	$1.6M	+105%	35k	45.65	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.8	$1.4M	+96%	12k	118.35	View chart
Spdr Series Trust State Street Spd (CWB)	0.8	$1.4M	-17%	15k	90.55	View chart
Cloudflare Cl A Com (NET)	0.8	$1.4M	+12%	7.0k	196.02	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.7	$1.3M		15k	84.56	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.7	$1.2M		2.0k	613.12	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.2M		9.5k	122.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.1M		20k	56.24	View chart
Cava Group Ord (CAVA)	0.6	$1.1M	-9%	18k	60.55	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.6	$1.0M		19k	51.64	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$986k	+92%	23k	43.18	View chart
Ishares Msci Brazil Etf (EWZ)	0.6	$962k	-10%	30k	32.20	View chart
Ishares Msci Pac Jp Etf (EPP)	0.6	$935k	-2%	18k	51.15	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$907k	-20%	8.9k	101.52	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$887k		8.3k	107.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$875k	-3%	2.6k	336.31	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$812k	-6%	17k	46.82	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.4	$738k	-20%	21k	35.63	View chart
Argan (AGX)	0.4	$668k	-20%	2.1k	325.96	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$625k		11k	54.93	View chart
Powell Industries (POWL)	0.4	$615k	-16%	1.7k	352.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$610k	-28%	1.9k	313.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$598k	-10%	12k	50.94	View chart
Vistra Energy (VST)	0.3	$577k	+7%	3.5k	165.23	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$551k		5.0k	110.16	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$545k		6.8k	80.72	View chart
Allstate Corporation (ALL)	0.3	$544k		2.7k	203.82	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$529k	-6%	18k	30.05	View chart
Tesla Motors (TSLA)	0.3	$508k	-11%	1.2k	438.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$493k		3.5k	140.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$493k	+30724%	253k	1.95	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$465k	-15%	12k	39.82	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$447k	-11%	6.3k	70.68	View chart
Citi Trends (CTRN)	0.2	$415k		10k	41.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$408k		1.6k	248.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$401k		584.00	686.19	View chart
Microsoft Corporation (MSFT)	0.2	$374k		791.00	472.94	View chart
Uber Technologies (UBER)	0.2	$352k	-5%	4.3k	82.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$352k		1.1k	315.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$349k		11k	31.27	View chart
Boeing Company (BA)	0.2	$343k	-14%	1.5k	227.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$340k	-5%	1.0k	325.48	View chart
Cava Group Call Call Option (Principal)	0.2	$321k		5.3k	60.55	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$320k	-12%	2.6k	121.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$308k		619.00	496.85	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$302k		4.3k	70.15	View chart
Palantir Technologies Cl A (PLTR)	0.2	$277k		1.7k	167.86	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$255k	+23%	2.6k	97.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$230k		487.00	471.76	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$227k		2.6k	85.81	View chart
Vanguard World Extended Dur (EDV)	0.1	$221k	-41%	3.4k	64.84	View chart
At&t (T)	0.1	$217k	-6%	8.8k	24.56	View chart
Nb Bancorp (NBBK)	0.1	$214k	+9%	11k	19.53	View chart
Iren Ordinary Shares (IREN)	0.1	$214k		5.0k	42.70	View chart
Meta Platforms Cl A (META)	0.1	$207k	-8%	318.00	650.41	View chart
Direxion Shs Etf Tr Daily Semiconduc (SOXS)	0.1	$152k	+3%	55k	2.75	View chart
Direxion Shs Etf Tr Daily Avgo Bear (AVS)	0.1	$128k	NEW	14k	9.41	View chart
Up Fintech Hldg Sponsored Ads (TIGR)	0.1	$104k	-14%	10k	10.44	View chart
Teladoc (TDOC)	0.1	$92k	NEW	13k	7.05	View chart
Tillys Cl A (TLYS)	0.0	$81k	+100%	40k	2.02	View chart
Denison Mines Corp (DNN)	0.0	$46k		15k	3.03	View chart
Valero Energy Corporation (VLO)	0.0	$32k	NEW	32k	1.00	View chart
Comcast Corp Cl A (CMCSA)	0.0	$29k	NEW	21k	1.41	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 Q4 filed Jan. 6, 2026
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

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