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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, TLT, IJH, and represent 39.47% of Afg Fiduciary Services Limited Partnership's stock portfolio.
Added to shares of these 10 stocks: TLT, RDVY, XLP, POWL, PULS, IWM, IJR, TPL, VTV, ADP.
Started 11 new stock positions in VZ, JNJ, TPL, TER, IQ, COCH, GAU, VTV, ADP, FSM. CVX.
Reduced shares in these 10 stocks: VWOB, SH, , RWM, QQQ, PSQ, AGX, XLE, PLTR, IREN.
Sold out of its positions in SOXS, META, PLTR, CWB, TIGR, VWOB, IREN.
Afg Fiduciary Services Limited Partnership was a net buyer of stock by $2.2M.
Afg Fiduciary Services Limited Partnership has $171M in assets under management (AUM), dropping by 1.48%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	17.8	$31M		482k	63.26	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	7.4	$13M	+5%	256k	49.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.7	$9.8M		97k	100.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.4	$7.5M	+63%	87k	86.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$7.1M		104k	68.46	View chart
Amazon (AMZN)	4.1	$7.1M		1.8M	3.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$6.2M	+9%	49k	126.11	View chart
Apple (AAPL)	3.4	$5.9M		4.6M	1.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$5.8M	-12%	9.8k	588.50	View chart
Spdr Gold Tr Gold Shs (GLD)	3.3	$5.6M		13k	427.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.4	$4.1M		30k	136.78	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.3	$3.9M		76k	51.91	View chart
Advanced Micro Devices (AMD)	2.1	$3.5M		16k	220.18	View chart
Select Sector Spdr Tr State Street Con (XLP)	2.0	$3.4M	+33%	41k	82.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$2.6M		12k	212.75	View chart
NVIDIA Corporation (NVDA)	1.5	$2.5M		731k	3.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.1M		7.3k	291.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.1M		32k	65.12	View chart
Proshares Tr Short Qqq (PSQ)	1.2	$2.1M	-27%	65k	31.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$2.0M		10k	193.93	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.0	$1.8M	-14%	30k	59.68	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	1.0	$1.8M		24k	73.58	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.7M	+6%	10k	163.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.6M	+2%	30k	54.01	View chart
Cloudflare Cl A Com (NET)	0.9	$1.6M	+7%	7.5k	211.78	View chart
Cava Group Ord (CAVA)	0.9	$1.5M		18k	82.13	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.8	$1.4M	-50%	38k	37.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$1.3M	+350%	19k	69.51	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.8	$1.3M		12k	109.04	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.7	$1.3M		15k	83.78	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.7	$1.2M		2.0k	588.50	View chart
Ishares Msci Brazil Etf (EWZ)	0.7	$1.1M		30k	38.54	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.1M		20k	57.11	View chart
Powell Industries (POWL)	0.6	$1.1M	+222%	5.6k	186.72	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$1.0M	-2%	22k	46.17	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$1.0M		8.9k	113.59	View chart
Ishares Msci Pac Jp Etf (EPP)	0.6	$1.0M	+2%	19k	53.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.0M	+143%	4.0k	252.36	View chart
Proshares Tr Shrt Russell2000 (RWM)	0.6	$969k	-50%	61k	15.96	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.6	$965k	-2%	19k	50.96	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$847k	-3%	8.0k	106.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$846k		2.6k	325.21	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$826k	+15%	20k	41.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$790k	+17%	2.3k	344.10	View chart
Allstate Corporation (ALL)	0.4	$723k	+29%	3.5k	208.36	View chart
Argan (AGX)	0.4	$720k	-38%	1.3k	572.31	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$613k	+7%	12k	49.88	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.3	$590k		21k	28.14	View chart
Vistra Energy (VST)	0.3	$586k	+10%	3.9k	151.59	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$545k		5.0k	108.95	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$544k		6.8k	80.60	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$537k		18k	30.64	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$534k	+31%	8.3k	64.16	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$518k		3.5k	147.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$516k	+11%	13k	39.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$504k		253k	2.00	View chart
Tesla Motors (TSLA)	0.3	$494k	+20%	1.4k	352.82	View chart
Citi Trends (CTRN)	0.3	$458k		10k	45.82	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$431k	+3%	12k	35.55	View chart
Texas Pacific Land Corp (TPL)	0.2	$404k	NEW	900.00	448.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$387k		584.00	661.86	View chart
Cava Group Call Call Option (Principal)	0.2	$386k	-11%	4.7k	82.13	View chart
Boeing Company (BA)	0.2	$373k	+16%	1.8k	212.30	View chart
Microsoft Corporation (MSFT)	0.2	$342k	+15%	916.00	372.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$336k		11k	30.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$333k		1.1k	297.66	View chart
Uber Technologies (UBER)	0.2	$325k	+5%	4.5k	72.17	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$320k	-5%	2.5k	128.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$305k	NEW	1.5k	197.84	View chart
Automatic Data Processing (ADP)	0.2	$304k	NEW	1.5k	204.34	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$300k	+19%	3.1k	95.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$293k	-5%	992.00	295.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$278k	-5%	584.00	476.65	View chart
Nb Bancorp (NBBK)	0.1	$255k	+6%	12k	21.83	View chart
At&t (T)	0.1	$252k		8.9k	28.32	View chart
Johnson & Johnson (JNJ)	0.1	$243k	NEW	1.0k	240.97	View chart
Teradyne (TER)	0.1	$240k	NEW	761.00	315.43	View chart
Chevron Corporation (CVX)	0.1	$228k	NEW	1.1k	198.91	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$224k		2.6k	85.72	View chart
Vanguard World Extended Dur (EDV)	0.1	$220k		3.4k	64.71	View chart
Verizon Communications (VZ)	0.1	$211k	NEW	4.3k	49.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$210k		487.00	431.74	View chart
Tillys Cl A (TLYS)	0.1	$176k		40k	4.40	View chart
Fortuna Mng Corp Com New (FSM)	0.1	$154k	NEW	15k	10.27	View chart
Direxion Shares Etf Trust Dly Avgo Bear 1x (AVS)	0.1	$111k	-19%	11k	10.10	View chart
Galiano Gold (GAU)	0.0	$67k	NEW	27k	2.52	View chart
Teladoc (TDOC)	0.0	$55k	-21%	10k	5.32	View chart
Denison Mines Corp (DNN)	0.0	$54k		15k	3.61	View chart
Comcast Corp Cl A (CMCSA)	0.0	$49k	+3%	22k	2.26	View chart
Valero Energy Corporation (VLO)	0.0	$32k		32k	1.00	View chart
Iqiyi Sponsored Ads (IQ)	0.0	$15k	NEW	11k	1.33	View chart
Envoy Medical Cl A (COCH)	0.0	$8.5k	NEW	12k	0.70	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 2026 Q1 filed April 8, 2026
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

View all past filings

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