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AIFG Consultants

Latest statistics and disclosures from AIFG Consultants's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLDM, FTCB, LDUR, SPMO, SMMU, and represent 45.10% of AIFG Consultants's stock portfolio.
Added to shares of these 10 stocks: FLSP, FTCB, DDWM, JMST, JPST, FLQM, FN, IUS, SOVF, MU.
Started 9 new stock positions in PCAR, NYM, FN, STX, DDWM, JMST, FLSP, MU, SOVF.
Reduced shares in these 10 stocks: JEPI, , IHDG, LMBS, GLDM, SPMO, NVDA, , SLV, QQEW.
Sold out of its positions in SPIB, SPAB, IHDG.
AIFG Consultants was a net buyer of stock by $76k.
AIFG Consultants has $58M in assets under management (AUM), dropping by 2.68%.
Central Index Key (CIK): 0001988547

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Positions held by AIFG Consultants consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AIFG Consultants

AIFG Consultants holds 54 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 Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	16.0	$9.3M	-4%	109k	85.37	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	12.1	$7.1M	+21%	333k	21.23	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	7.1	$4.1M		43k	95.94	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	5.6	$3.3M	-8%	27k	119.32	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	4.3	$2.5M	+3%	49k	50.43	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	3.6	$2.1M	+13%	36k	57.16	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	3.5	$2.0M	+19%	36k	56.26	View chart
Franklin Systematic Style Premia Etf Etf (FLSP)	3.5	$2.0M	NEW	75k	26.91	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	3.3	$1.9M	+11%	50k	38.32	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	2.5	$1.5M	+12%	32k	45.69	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	2.4	$1.4M	-28%	28k	49.99	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.2	$1.3M	+35%	26k	50.59	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.1	$1.2M	-7%	1.9k	626.98	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	1.9	$1.1M	NEW	25k	43.54	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	1.6	$956k	+13%	20k	47.56	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.6	$917k		19k	47.79	View chart
Exxon Mobil Corp Stock (XOM)	1.5	$853k	-5%	7.1k	120.33	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.4	$819k		14k	56.81	View chart
Eventide High Dividend Etf Etf (ELCV)	1.4	$801k	+14%	30k	26.54	View chart
Ge Aerospace Stock (GE)	1.1	$655k	+9%	2.1k	308.01	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.0	$604k	-13%	14k	44.41	View chart
Spdr Gold Shares Etf (GLD)	1.0	$591k	-3%	1.5k	396.31	View chart
Nvidia Corporation Stock (NVDA)	1.0	$577k	-32%	3.1k	186.50	View chart
Allstate Corp Stock (ALL)	0.9	$553k		2.7k	208.15	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.9	$543k		14k	39.60	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.9	$530k	-26%	3.7k	142.13	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	0.9	$525k	-10%	13k	41.29	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.9	$522k	-22%	6.3k	82.50	View chart
Broadcom Stock (AVGO)	0.8	$475k	+16%	1.4k	346.10	View chart
Microsoft Corp Stock (MSFT)	0.7	$429k		886.00	483.62	View chart
Arista Networks Stock (ANET)	0.7	$416k	+30%	3.2k	131.03	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.7	$399k	-4%	3.7k	107.11	View chart
Ishares Silver Trust Etf (SLV)	0.6	$378k	-35%	5.9k	64.42	View chart
Chevron Corp Stock (CVX)	0.6	$362k		2.4k	152.41	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.6	$360k	-8%	3.4k	106.70	View chart
Ge Vernova Stock (GEV)	0.6	$354k	+8%	542.00	653.59	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.6	$340k	NEW	6.7k	50.94	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.6	$339k	-21%	6.1k	55.92	View chart
Sysco Corp Stock (SYY)	0.6	$338k		4.6k	73.69	View chart
Apple Stock (AAPL)	0.6	$329k	-2%	1.2k	271.76	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$315k	-16%	977.00	322.22	View chart
Fabrinet Stock (FN)	0.5	$307k	NEW	674.00	455.28	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$306k	-87%	5.3k	57.24	View chart
Inspire 100 Etf Etf (BIBL)	0.5	$290k	-3%	6.4k	45.13	View chart
Dte Energy Stock (DTE)	0.5	$271k		2.1k	128.95	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.4	$248k	-15%	5.3k	46.86	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.4	$231k	-43%	5.2k	44.34	View chart
Bank America Corp Stock (BAC)	0.4	$229k	-31%	4.2k	55.00	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$223k		3.6k	62.47	View chart
Sovereign's Capital Flourish Fund Etf (SOVF)	0.4	$222k	NEW	7.6k	29.18	View chart
Micron Technology Stock (MU)	0.4	$220k	NEW	771.00	285.41	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.4	$218k	NEW	790.00	275.39	View chart
Ab New York Intermediate Municipal Etf Etf (NYM)	0.4	$209k	NEW	8.3k	25.00	View chart
Paccar Stock (PCAR)	0.3	$201k	NEW	1.8k	109.48	View chart

Past Filings by AIFG Consultants

SEC 13F filings are viewable for AIFG Consultants going back to 2022

AIFG Consultants 2025 Q4 filed Feb. 4, 2026
AIFG Consultants 2025 Q3 filed Oct. 14, 2025
AIFG Consultants 2025 Q2 filed July 21, 2025
AIFG Consultants 2025 Q1 filed April 23, 2025
AIFG Consultants 2024 Q4 filed Jan. 29, 2025
AIFG Consultants 2024 Q3 filed Oct. 21, 2024
AIFG Consultants 2024 Q2 filed July 29, 2024
AIFG Consultants 2024 Q1 filed May 10, 2024
AIFG Consultants 2023 Q4 filed Jan. 31, 2024
AIFG Consultants 2023 Q3 filed Nov. 8, 2023
AIFG Consultants 2023 Q1 filed Aug. 30, 2023
AIFG Consultants 2023 Q2 filed Aug. 30, 2023
AIFG Consultants 2022 Q4 filed Aug. 28, 2023

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