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CIK: 0001907820
Total reported value
$128.5M
$128.5M
92 檔
51.5%
According to the latest 13F quarterly dataset, Afg Fiduciary Services Limited Partnership managed an equity portfolio of $128.5M at the end of Q3 2025, spanning 92 distinct U.S. exchange-listed positions.
In Q3 2025, Afg Fiduciary Services Limited Partnership displayed an active expansion posture, initiating 20 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | 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 | 18.24% | -0.56% | +13.00% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 6.41% | +3.14% | +9.79% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.39% | +2.18% | +1.76% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.08% | -3.18% | -0.60% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.00% | -1.05% | -0.27% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | -1.13% | -2.18% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.61% | -4.41% | EXIT | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.25% | +1.27% | -0.66% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.80% | +0.54% | -0.36% | |
| 10 | SH | Proshares Short S&p500 | ETF-Other | 2.79% | +1.56% | +92.02% | |
| 11 | PSQ | Proshares Short Qqq | ETF-Other | 2.53% | +1.42% | +116.34% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.53% | +0.98% | -7.41% | |
| 13 | RWM | Proshares Short Russell2000 | ETF-Other | 2.51% | +1.00% | +92.75% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.27% | +0.72% | -6.11% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.88% | +2.14% | -15.92% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.55% | +0.64% | -0.64% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.37% | +0.53% | -0.69% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.34% | +0.24% | +6.04% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.91% | -0.79% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | +0.64% | +1.70% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.15% | +0.53% | -0.69% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | -0.23% | -0.30% | |
| 23 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.02% | +0.28% | -1.03% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.97% | — | -1.53% | |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.87% | — | +4.37% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.86% | +0.10% | +2.87% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.86% | -2.78% | -2.45% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.83% | +0.36% | -0.25% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.77% | +0.57% | -10.92% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.70% | -0.74% | EXIT | |
| 31 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.69% | +0.42% | +33.33% | |
| 32 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.69% | -0.85% | EXIT | |
| 33 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.64% | +0.18% | -0.45% | |
| 34 | AIRR | First Trust Rba American Ind | ETF-Other | 0.63% | +0.20% | -0.57% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.62% | -0.67% | EXIT | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.13% | — | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.60% | +0.24% | -14.50% | |
| 38 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.59% | +0.07% | -0.44% | |
| 39 | VGMS | Vanguard Multi-sector | ETF-Other | 0.57% | +0.19% | — | |
| 40 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.56% | -0.59% | EXIT | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.26% | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | +0.09% | -0.44% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.50% | -0.06% | -14.00% | |
| 44 | EPI | Wisdomtree India Earnings | ETF-Other | 0.47% | +0.12% | -4.57% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.43% | -0.46% | EXIT | |
| 46 | AGX | Argan Inc | Stock-Industrials | 0.41% | -0.42% | EXIT | |
| 47 | POWL | Powell Industries Inc | Stock-Industrials | 0.38% | -0.61% | EXIT | |
| 48 | VST | Vistra CORP | Stock-Utilities | 0.38% | +0.18% | +3.50% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | +0.21% | +2.88% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.29% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +0.4% | -0.30% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | -6.11% | Add |
| 3 | KWEB | Kranesh Csi China Internet | +0.3% | -0.45% | Add |
| 4 | VST | Vistra CORP | +0.2% | +3.50% | Add |
| 5 | BBEU | Jpmorgan Betabuilders Europe | +0.2% | -1.03% | Add |
| 6 | FXI | Ishares China Large-cap ETF | +0.1% | -0.42% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.66% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | -2.24% | Trim |
| 9 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | -0.41% | Add |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | -1.53% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.69% | Add |
| 12 | VO | Vanguard Mid-cap ETF | 0% | -0.69% | Add |
| 13 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 14 | AAPL | Apple Inc | — | -2.45% | Trim |
| 15 | XLK | Ss Technology Select Sector | -0.1% | -7.41% | Trim |
| 16 | XLP | Ss Consumer Staples Sel Sect | -0.1% | +6.04% | Add |
| 17 | AMD | Advanced Micro Devices | -0.2% | -15.92% | Trim |
| 18 | PULS | Pgim Ultra Short Bond ETF | -0.4% | +9.79% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -0.27% | Trim |
| 20 | SOXX | Ishares Semiconductor ETF | -0.6% | -5.23% | Trim |
| 21 | AMZN | Amazon.com Inc | -0.7% | -2.18% | Trim |
| 22 | CAVA | Cava Group Inc | -0.7% | -3.11% | Trim |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | -1% | +4.37% | Trim |
| 24 | GLD | Spdr Gold Shares | -1.1% | -0.36% | Trim |
| 25 | MINT | Pimco Enhanced Short Maturit | -1.2% | +1.76% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | +13.00% | Add |
| 27 | SH | Proshares Short S&p500 | — | NEW | New buy |
| 28 | PSQ | Proshares Short Qqq | — | NEW | New buy |
| 29 | RWM | Proshares Short Russell2000 | — | NEW | New buy |
| 30 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | NEW | New buy |
| 31 | REMX | Vaneck Rar Earth Nd Stg-usdi | — | EXIT | Sold out |
| 32 | EWZ | Ishares Msci Brazil ETF | — | NEW | New buy |
| 33 | VGMS | Vanguard Multi-sector | — | NEW | New buy |
| 34 | URA | Global X Uranium ETF | — | EXIT | Sold out |
| 35 | AGX | Argan Inc | — | NEW | New buy |
| 36 | POWL | Powell Industries Inc | — | NEW | New buy |
| 37 | NLR | Vaneck Urani & Nuclr Etf-usd | — | EXIT | Sold out |
| 38 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 39 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 40 | EDV | Vanguard Extended Dur Treas | — | NEW | New buy |
| 41 | BA | Boeing Co/the | — | NEW | New buy |
| 42 | CTRN | Citi Trends Inc | — | NEW | New buy |
| 43 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 44 | WWD | Woodward Inc | — | EXIT | Sold out |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 46 | V32S | Direxion Daily Semi Bear 3x | — | NEW | New buy |
| 47 | IREN | IREN Limited | — | NEW | New buy |
| 48 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 49 | XMTR | Xometry Inc-a | — | NEW | New buy |
| 50 | GSEW | Goldman Sachs Eql Wght Large | — | NEW | New buy |
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 92 disclosed positions in Q3 2025.
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, PULS, MINT) accounted for 51.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SH
市值: $4.8M
Top Position Liquidated / Trimmed
REMX
前期市值: $1.2M
During Q3 2025, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (18.2%)、PULS (6.4%)、MINT (5.4%). The largest single position, SPY, represented 18.2% of total portfolio value.
In Q3 2025, Afg Fiduciary Services Limited Partnership made 49 total portfolio adjustments, initiating 20 new buys, adding to 15 positions, trimming 10 holdings, and fully liquidating 4 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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