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CIK: 0001907820
Total reported value
$128.5M
$128.5M
92 檔
52.6%
At the close of Q1 2026, Afg Fiduciary Services Limited Partnership disclosed equity holdings valued at approximately $128.5M, spread across 92 reported holdings.
In Q1 2026, Afg Fiduciary Services Limited Partnership displayed an active expansion posture, initiating 11 new positions and adding to 42 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 | 17.80% | -0.56% | +0.10% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 7.41% | +3.14% | +5.39% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.70% | +2.18% | +1.92% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.41% | -4.41% | EXIT | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.14% | -1.05% | -0.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.14% | -1.13% | +0.04% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.64% | +1.27% | +9.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.42% | -2.78% | -0.02% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.37% | -3.18% | -12.00% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.28% | +0.54% | -0.31% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.40% | +0.98% | +0.35% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.29% | +0.72% | -1.66% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 2.05% | +2.14% | +1.59% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.99% | +0.24% | +33.81% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | +0.64% | +0.03% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | -0.91% | -0.05% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.24% | +0.53% | +0.36% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.22% | +0.64% | +1.15% | |
| 19 | PSQ | Proshares Short Qqq | ETF-Other | 1.20% | +1.42% | -27.37% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.14% | +0.53% | +0.38% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 1.03% | +0.10% | -14.20% | |
| 22 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.02% | +0.28% | +0.18% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.13% | +6.47% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | -0.23% | +2.65% | |
| 25 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.93% | +0.57% | +7.47% | |
| 26 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.85% | -0.85% | EXIT | |
| 27 | SH | Proshares Short S&p500 | ETF-Other | 0.82% | +1.56% | -50.24% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-Other | 0.79% | +0.42% | +350.30% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.76% | +0.36% | +1.76% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 31 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.69% | +0.42% | — | |
| 32 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.67% | +0.07% | -0.11% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | -0.67% | EXIT | |
| 34 | POWL | Powell Industries Inc | Stock-Industrials | 0.61% | -0.61% | EXIT | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.60% | +0.24% | -2.02% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.59% | +0.20% | -0.08% | |
| 37 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.59% | -0.59% | EXIT | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | -0.20% | +143.75% | |
| 39 | RWM | Proshares Short Russell2000 | ETF-Other | 0.57% | +1.00% | -50.35% | |
| 40 | VGMS | Vanguard Multi-sector | ETF-Other | 0.56% | +0.19% | -2.39% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | +0.09% | -3.80% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.26% | — | |
| 43 | EPI | Wisdomtree India Earnings | ETF-Other | 0.48% | +0.12% | +15.78% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.46% | -0.46% | EXIT | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.42% | +0.10% | +29.98% | |
| 46 | AGX | Argan Inc | Stock-Industrials | 0.42% | -0.42% | EXIT | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.21% | +8.00% | |
| 48 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.34% | +0.18% | +1.16% | |
| 49 | VST | Vistra CORP | Stock-Utilities | 0.34% | +0.18% | +10.86% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.32% | -0.32% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.7% | +63.38% | Add |
| 2 | RDVY | First Trust Rising Dividend | +0.6% | +350.30% | Add |
| 3 | XLP | Ss Consumer Staples Sel Sect | +0.6% | +33.81% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +9.35% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.4% | +143.75% | Add |
| 6 | PULS | Pgim Ultra Short Bond ETF | +0.3% | +5.39% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +6.47% | Add |
| 8 | POWL | Powell Industries Inc | +0.3% | +222.35% | Add |
| 9 | CAVA | Cava Group Inc | +0.2% | +0.42% | Add |
| 10 | GLD | Spdr Gold Shares | +0.2% | -0.31% | Trim |
| 11 | NET | Cloudflare Inc - Class A | +0.1% | +7.47% | Add |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -14.20% | Trim |
| 13 | EWZ | Ishares Msci Brazil ETF | +0.1% | -0.11% | Trim |
| 14 | SOXX | Ishares Semiconductor ETF | +0.1% | +17.99% | Add |
| 15 | ALL | Allstate CORP | +0.1% | +29.98% | Add |
| 16 | AIRR | First Trust Rba American Ind | +0.1% | -0.08% | Trim |
| 17 | TLYS | Tilly's Inc-class A Shrs | +0.1% | — | Unchanged |
| 18 | CIBR | First Trust Nasdaq Cybersecu | 0% | +31.74% | Add |
| 19 | EPP | Ishares Msci Pacific Ex Japa | 0% | +2.84% | Add |
| 20 | ✓ | Cava Group Inc | 0% | -11.32% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | +1.15% | Add |
| 22 | JNK | Ss Spdr Bb High Yield Bond | 0% | +19.05% | Add |
| 23 | MINT | Pimco Enhanced Short Maturit | 0% | +1.92% | Add |
| 24 | AGX | Argan Inc | 0% | -38.63% | Trim |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -2.02% | Trim |
| 26 | CTRN | Citi Trends Inc | 0% | — | Unchanged |
| 27 | NBBK | Nb Bancorp Inc | 0% | +6.59% | Add |
| 28 | T | At&t Inc | 0% | +0.36% | Add |
| 29 | BA | Boeing Co/the | 0% | +16.61% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.61% | Trim |
| 31 | XMMO | Invesco S&p Midcap Momentum | 0% | — | Unchanged |
| 32 | CMCSA | Comcast Corp-class A | 0% | +3.46% | Add |
| 33 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
| 34 | VWO | Vanguard Ftse Emerging Marke | — | +2.65% | Add |
| 35 | EPI | Wisdomtree India Earnings | — | +15.78% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | — | +0.03% | Add |
| 37 | VST | Vistra CORP | — | +10.86% | Add |
| 38 | DNN | Denison Mines CORP | — | — | Unchanged |
| 39 | TACK | Fairlead Tactical Sector ETF | — | -0.52% | Trim |
| 40 | GSEW | Goldman Sachs Eql Wght Large | — | -1.06% | Trim |
| 41 | IMCG | Ishares Morningstar Mid-cap | — | — | Unchanged |
| 42 | XBI | Ss Spdr S&p Biotech ETF | — | -5.48% | Trim |
| 43 | EDV | Vanguard Extended Dur Treas | — | — | Unchanged |
| 44 | VLO | Valero Energy CORP | — | — | Unchanged |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.38% | Add |
| 46 | TSLA | Tesla Inc | 0% | +20.69% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 48 | PFF | Ishares Preferred & Income S | 0% | -1.25% | Trim |
| 49 | XLF | Ss Financial Select Sector | 0% | +8.00% | Add |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | — | Unchanged |
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 Q1 2026.
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 52.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
TPL
市值: $404.0K
Top Position Liquidated / Trimmed
VWOB
前期市值: $1.6M
During Q1 2026, Afg Fiduciary Services Limited Partnership's top holdings by market value included SPY (17.8%)、PULS (7.4%)、MINT (5.7%). The largest single position, SPY, represented 17.8% of total portfolio value.
In Q1 2026, Afg Fiduciary Services Limited Partnership made 85 total portfolio adjustments, initiating 11 new buys, adding to 42 positions, trimming 25 holdings, and fully liquidating 7 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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