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CIK: 0001907820
Total reported value
$128.5M
$128.5M
86 檔
48.6%
In Q2 2025, Afg Fiduciary Services Limited Partnership's U.S. equity holdings reached a combined market value of $128.5M, distributed across 86 disclosed stock positions.
During Q2 2025, 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 | 19.07% | -0.56% | +2.14% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 6.47% | +3.14% | +9.40% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.86% | +2.18% | +1.49% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.26% | -1.05% | -0.35% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.23% | -1.13% | -4.91% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.13% | -3.18% | -23.10% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.84% | -4.41% | EXIT | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.38% | +1.27% | +8.73% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.69% | +0.54% | -26.30% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | +0.98% | -5.24% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.65% | +0.72% | +51.38% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.06% | +2.14% | -18.92% | |
| 13 | SH | Proshares Short S&p500 | ETF-Other | 1.74% | +1.56% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.65% | +0.64% | -5.21% | |
| 15 | RWM | Proshares Short Russell2000 | ETF-Other | 1.61% | +1.00% | — | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.47% | +0.24% | +9.86% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | +0.53% | +9.46% | |
| 18 | PSQ | Proshares Short Qqq | ETF-Other | 1.43% | +1.42% | — | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.24% | +0.53% | +15.21% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | +0.64% | -17.67% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | -0.91% | -32.91% | |
| 22 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.10% | +0.28% | +26.40% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.23% | +54.36% | |
| 24 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.06% | -0.85% | EXIT | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.99% | — | +11.74% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.90% | — | -47.34% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | +0.10% | +3.33% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.84% | +0.36% | -4.08% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.82% | +0.57% | -30.27% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.79% | -2.78% | +0.73% | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.75% | -0.74% | EXIT | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.72% | +0.24% | +4.71% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.13% | -0.65% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.62% | -0.67% | EXIT | |
| 35 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.62% | +0.07% | — | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.59% | +0.20% | -26.15% | |
| 37 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.59% | -0.59% | EXIT | |
| 38 | EPI | Wisdomtree India Earnings | ETF-Other | 0.59% | +0.12% | +26.62% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.58% | -0.06% | -11.26% | |
| 40 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.57% | +0.18% | +52.09% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | +0.09% | +2.14% | |
| 42 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.52% | +0.42% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.26% | -0.07% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.44% | -0.46% | EXIT | |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.42% | — | -50.06% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.37% | +0.21% | +7.21% | |
| 47 | VST | Vistra CORP | Stock-Utilities | 0.37% | +0.18% | +24.51% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | -0.32% | EXIT | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.35% | -0.32% | EXIT | |
| 50 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.35% | +0.11% | -20.29% |
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 86 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, PULS, MINT) accounted for 48.6% of total reported equity market value during Q2 2025.
During Q2 2025, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (19.1%)、PULS (6.5%)、MINT (5.9%). The largest single position, SPY, represented 19.1% of total portfolio value.
In Q2 2025, 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.
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