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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, IJR, AMD, and represent 44.77% of Afg Fiduciary Services Limited Partnership's stock portfolio.
Added to shares of these 10 stocks: SH, VO, PSQ, RWM, PULS, ITA, MINT, IWF, KWEB, VEA.
Started 1 new stock position in ITA.
Reduced shares in these 10 stocks: AAPL (-$1.4B), AMZN (-$437M), SPY (-$336M), NVDA (-$142M), GOOGL (-$91M), TLT (-$7.5M), QQQ (-$6.7M), IJH, AMD, CAVA.
Sold out of its positions in T, GOOG, AGX, ADP, BA, CAVA, Cava Group, CVX, CTRN, CMCSA.
Afg Fiduciary Services Limited Partnership was a net seller of stock by $-2.5B.
Afg Fiduciary Services Limited Partnership has $129M in assets under management (AUM), dropping by -24.90%.
Central Index Key (CIK): 0001907820

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Positions held by Afg Fiduciary Services Limited Partnership consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Afg Fiduciary Services Limited Partnership

Afg Fiduciary Services Limited Partnership holds 60 positions in its portfolio as reported in the June 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)	17.2	$22M	-93%	30k	744.78	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	10.5	$14M	+6%	273k	49.57	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	7.9	$10M	+3%	101k	100.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.9	$6.3M	-12%	43k	146.48	View chart
Advanced Micro Devices (AMD)	4.2	$5.4M	-34%	10k	517.82	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$4.9M		13k	378.12	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.4	$4.3M	-19%	24k	180.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$4.0M	-49%	52k	76.09	View chart
Amazon (AMZN)	3.0	$3.9M	-99%	16k	242.67	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	3.0	$3.9M		74k	52.13	View chart
Proshares Tr Short Qqq (PSQ)	2.6	$3.4M	+99%	130k	25.89	View chart
Proshares Tr Shor S&p 500 New (SH)	2.4	$3.1M	+145%	92k	33.12	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	2.2	$2.8M	-18%	34k	84.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$2.8M		12k	230.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$2.4M	+4%	34k	70.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$2.3M	+286%	28k	80.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$2.1M		10k	214.92	View chart
Proshares Tr Shrt Russell2000 (RWM)	1.6	$2.0M	+147%	150k	13.44	View chart
Cloudflare Cl A Com (NET)	1.5	$1.9M	+5%	7.9k	242.41	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	1.3	$1.7M	-10%	21k	78.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$1.5M		19k	80.14	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.1	$1.5M	-7%	27k	53.22	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	1.1	$1.4M	+3%	12k	117.12	View chart
Invesco Qqq Tr Put Put Option (Principal)	1.1	$1.4M		2.0k	712.60	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.8	$1.1M	+5%	24k	45.76	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.1M	-23%	7.7k	137.10	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$1.0M	-9%	8.0k	125.90	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.8	$970k		19k	51.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$959k		2.6k	368.76	View chart
Ishares Msci Brazil Etf (EWZ)	0.7	$957k	-6%	28k	34.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$930k	-47%	16k	59.04	View chart
Apple (AAPL)	0.6	$827k	-99%	2.7k	308.63	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.6	$777k	-9%	18k	42.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$755k	NEW	3.0k	248.19	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$752k	-12%	7.0k	107.50	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.6	$728k	+6%	13k	55.62	View chart
NVIDIA Corporation (NVDA)	0.5	$694k	-99%	3.6k	194.83	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$682k	-9%	7.5k	90.67	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.5	$674k	+28%	27k	24.99	View chart
Vistra Energy (VST)	0.5	$674k	+15%	4.5k	151.05	View chart
Allstate Corporation (ALL)	0.5	$663k	-23%	2.6k	250.33	View chart
Capitol Ser Tr Fair Ta Sect Etf (TACK)	0.4	$546k		17k	31.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$497k	-58%	1.7k	297.58	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$387k		12k	31.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$379k	-13%	506.00	748.43	View chart
Microsoft Corporation (MSFT)	0.3	$359k		919.00	390.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$355k	+19%	700.00	507.54	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.3	$344k	+14%	3.6k	95.99	View chart
JPMorgan Chase & Co. (JPM)	0.3	$322k	-3%	962.00	334.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$314k	-30%	9.0k	34.87	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$298k	-25%	1.9k	160.46	View chart
Nb Bancorp (NBBK)	0.2	$264k	+6%	13k	21.14	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$249k		2.6k	95.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$239k	-96%	336.00	712.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$239k	-28%	7.9k	30.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$238k	-99%	661.00	359.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$236k	+300%	1.9k	121.16	View chart
Direxion Shares Etf Trust Dly Avgo Bear 1x (AVS)	0.1	$168k	+85%	20k	8.26	View chart
Denison Mines Corp (DNN)	0.0	$48k		15k	3.20	View chart
Envoy Medical Cl A (COCH)	0.0	$9.0k		12k	0.75	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 Q2 filed July 9, 2026
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

View all past filings

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