13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001907820
Total reported value
$128.5M
$128.5M
76 檔
57.3%
During the Q3 2024 filing period, Afg Fiduciary Services Limited Partnership (CIK: 0001907820) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $128.5M across 76 reported positions.
During Q3 2024, Afg Fiduciary Services Limited Partnership's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.33% | -0.56% | +15.52% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 12.51% | -4.41% | EXIT | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 8.03% | +2.18% | +57.18% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.63% | -1.05% | -0.63% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | -1.13% | +2.06% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.08% | +0.54% | +0.54% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.97% | -3.18% | -2.74% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.08% | +1.27% | -0.10% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.80% | +0.98% | +3.32% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.78% | +2.14% | +1.06% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.97% | +0.72% | +9.95% | |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.94% | — | +0.89% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | -0.91% | -12.63% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.49% | +0.64% | -31.38% | |
| 15 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.46% | -0.85% | EXIT | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.40% | +0.24% | -0.34% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.28% | +0.64% | -0.53% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.16% | +0.53% | -0.90% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.91% | +0.36% | +2.50% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.90% | -2.78% | +0.14% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.88% | — | +0.14% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.13% | — | |
| 23 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.79% | +0.57% | -2.97% | |
| 24 | SH1USD | Proshares Short S&p500 | ETF-Other | 0.78% | — | -68.63% | |
| 25 | PSQ | Proshares Short Qqq | ETF-Other | 0.77% | +1.42% | -68.37% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.23% | +5.95% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.73% | +0.24% | -6.00% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.70% | -0.74% | EXIT | |
| 29 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.67% | +0.07% | +74.65% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.66% | -0.46% | EXIT | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | +0.09% | +5.21% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | -0.67% | EXIT | |
| 33 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.62% | -0.59% | EXIT | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.58% | +0.04% | -0.89% | |
| 35 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.55% | -0.13% | EXIT | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.26% | -0.44% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | +0.10% | +4.94% | |
| 38 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.46% | +0.11% | -1.65% | |
| 39 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.45% | — | -14.78% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.45% | -0.32% | EXIT | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.34% | +0.10% | — | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.34% | -0.32% | EXIT | |
| 43 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.34% | +0.18% | +10.29% | |
| 44 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.30% | +0.42% | — | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.29% | -0.30% | EXIT | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.20% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | +0.08% | +0.10% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | — | -0.90% | |
| 49 | URA | Global X Uranium ETF | ETF-Other | 0.26% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.06% | — |
According to official SEC Form 13F filings, Afg Fiduciary Services Limited Partnership reported a total U.S. public equity portfolio value of $128.5M across 76 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, TLT, MINT) accounted for 57.3% of total reported equity market value during Q3 2024.
During Q3 2024, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (20.3%)、TLT (12.5%)、MINT (8.0%). The largest single position, SPY, represented 20.3% of total portfolio value.
In Q3 2024, Afg Fiduciary Services Limited Partnership made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.