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CIK: 0001907820
Total reported value
$128.5M
$128.5M
88 檔
52.2%
During the Q4 2025 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 88 reported positions.
In Q4 2025, Afg Fiduciary Services Limited Partnership adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 8 holdings to manage risk exposure.
| # | 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 | 18.52% | -0.56% | +6.10% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 7.14% | +3.14% | +8.20% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.68% | +2.18% | +2.26% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.29% | -1.13% | +6076.06% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.13% | -1.05% | -1.74% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.05% | -3.18% | -5.38% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.66% | -2.78% | +79636.52% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.25% | +1.27% | -4.61% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.11% | +0.54% | -3.65% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.75% | -4.41% | EXIT | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.56% | +0.98% | +94.05% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.41% | +0.72% | +3.67% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 2.08% | +2.14% | -21.37% | |
| 14 | SH | Proshares Short S&p500 | ETF-Other | 1.61% | +1.56% | -42.44% | |
| 15 | PSQ | Proshares Short Qqq | ETF-Other | 1.61% | +1.42% | -37.04% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | -0.91% | +6006.20% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | +0.64% | -6.91% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.41% | +0.24% | +3.11% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.26% | +0.53% | -10.05% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | +0.64% | -7.54% | |
| 21 | RWM | Proshares Short Russell2000 | ETF-Other | 1.18% | +1.00% | -53.02% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.15% | +0.53% | -4.08% | |
| 23 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.04% | +0.28% | -5.83% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | -0.23% | -12.22% | |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.94% | — | +4.07% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.93% | +0.10% | +105.30% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.83% | +0.36% | +96.70% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.82% | — | -17.55% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.81% | +0.57% | +12.60% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.75% | -0.74% | EXIT | |
| 31 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.73% | +0.42% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.13% | -1.67% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | -0.67% | EXIT | |
| 34 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.63% | -0.85% | EXIT | |
| 35 | VGMS | Vanguard Multi-sector | ETF-Other | 0.59% | +0.19% | +1.59% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.58% | +0.24% | +92.87% | |
| 37 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.57% | +0.07% | -10.49% | |
| 38 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.55% | -0.59% | EXIT | |
| 39 | AIRR | First Trust Rba American Ind | ETF-Other | 0.54% | +0.20% | -20.59% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | +0.09% | +0.83% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.26% | -3.60% | |
| 42 | EPI | Wisdomtree India Earnings | ETF-Other | 0.48% | +0.12% | -6.08% | |
| 43 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.44% | +0.18% | -20.47% | |
| 44 | AGX | Argan Inc | Stock-Industrials | 0.40% | -0.42% | EXIT | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.37% | +0.21% | — | |
| 46 | POWL | Powell Industries Inc | Stock-Industrials | 0.36% | -0.61% | EXIT | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | -0.46% | EXIT | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | -0.06% | -10.06% | |
| 49 | VST | Vistra CORP | Stock-Utilities | 0.34% | +0.18% | +7.39% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.33% | -0.32% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.8% | +79636.52% | Add |
| 2 | PULS | Pgim Ultra Short Bond ETF | +0.7% | +8.20% | Add |
| 3 | AMZN | Amazon.com Inc | +0.6% | +6076.06% | Add |
| 4 | GLD | Spdr Gold Shares | +0.3% | -3.65% | Trim |
| 5 | NVDA | Nvidia CORP | +0.3% | +6006.20% | Add |
| 6 | MINT | Pimco Enhanced Short Maturit | +0.3% | +2.26% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +6.10% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | -21.37% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +30724.91% | Add |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +3.67% | Add |
| 11 | CTRN | Citi Trends Inc | +0.1% | — | Unchanged |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -1.67% | Trim |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +4.07% | Add |
| 14 | XLE | Ss Energy Select Sector | +0.1% | +105.30% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 16 | XLK | Ss Technology Select Sector | 0% | +94.05% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | — | -4.61% | Trim |
| 18 | VEA | Vanguard Ftse Developed ETF | — | -7.54% | Trim |
| 19 | IVE | Ishares S&p 500 Value ETF | 0% | -6.91% | Trim |
| 20 | EWZ | Ishares Msci Brazil ETF | 0% | -10.49% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | -5.38% | Trim |
| 22 | CIBR | First Trust Nasdaq Cybersecu | 0% | -11.08% | Trim |
| 23 | UBER | Uber Technologies Inc | 0% | -5.49% | Trim |
| 24 | VST | Vistra CORP | 0% | +7.39% | Add |
| 25 | FXI | Ishares China Large-cap ETF | -0.1% | -15.64% | Trim |
| 26 | TSLA | Tesla Inc | -0.1% | -11.38% | Trim |
| 27 | CAVA | Cava Group Inc | -0.1% | -9.25% | Trim |
| 28 | V32S | Direxion Daily Semi Bear 3x | -0.1% | +3.86% | Add |
| 29 | SOXX | Ishares Semiconductor ETF | -0.1% | -28.49% | Trim |
| 30 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -12.22% | Trim |
| 31 | AIRR | First Trust Rba American Ind | -0.1% | -20.59% | Trim |
| 32 | EDV | Vanguard Extended Dur Treas | -0.1% | -41.38% | Trim |
| 33 | VO | Vanguard Mid-cap ETF | -0.1% | -10.05% | Trim |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | -0.2% | -17.55% | Trim |
| 35 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -10.06% | Trim |
| 36 | KWEB | Kranesh Csi China Internet | -0.2% | -20.47% | Trim |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | -23.96% | Trim |
| 38 | PSQ | Proshares Short Qqq | -0.9% | -37.04% | Trim |
| 39 | SH | Proshares Short S&p500 | -1.2% | -42.44% | Trim |
| 40 | RWM | Proshares Short Russell2000 | -1.3% | -53.02% | Trim |
| 41 | ETHA | Ishares Ethereum Trust ETF | — | EXIT | Sold out |
| 42 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 43 | TPL | Texas Pacific Land CORP | — | EXIT | Sold out |
| 44 | XMTR | Xometry Inc-a | — | EXIT | Sold out |
| 45 | UTI | Universal Technical Institut | — | EXIT | Sold out |
| 46 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 47 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 48 | ✓ | Axs 1.25x Nvda Bear Daily ETF | — | EXIT | Sold out |
| 49 | AVS | Dire Dly Avgo Bea 1x Etf-usd | — | NEW | New buy |
| 50 | TDOC | Teladoc Health Inc | — | 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 88 disclosed positions in Q4 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 52.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVS
市值: $127.8K
Top Position Liquidated / Trimmed
ETHA
前期市值: $424.8K
During Q4 2025, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (18.5%)、PULS (7.1%)、MINT (5.7%). The largest single position, SPY, represented 18.5% of total portfolio value.
In Q4 2025, Afg Fiduciary Services Limited Partnership made 48 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 8 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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