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: 0001879345
Total reported value
$1.2M
$1.2M
18 檔
355.8%
According to the latest 13F quarterly dataset, AFS Financial Group, LLC managed an equity portfolio of $1.2M at the end of Q2 2024, spanning 18 distinct U.S. exchange-listed positions.
During Q2 2024, AFS Financial Group, LLC'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 | AAPL | Apple Inc | Stock-Tech | 17.98% | — | -53.28% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 12.40% | — | -77.34% | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 9.03% | — | -83.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.96% | — | -81.98% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 7.53% | — | -74.94% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 5.21% | — | -27.28% | |
| 7 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.29% | — | — | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.08% | — | -73.97% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.65% | — | -42.86% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | — | -36.57% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.40% | — | -68.30% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.36% | — | -36.25% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.21% | — | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.17% | — | -85.34% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 2.90% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | — | — | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.77% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | — | -49.05% |
According to official SEC Form 13F filings, AFS Financial Group, LLC reported a total U.S. public equity portfolio value of $1.2M across 18 disclosed positions in Q2 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 AAPL, FBND, CGUS) accounted for 355.8% of total reported equity market value during Q2 2024.
During Q2 2024, AFS Financial Group, LLC's top holdings by market value included AAPL (18.0%)、FBND (12.4%)、CGUS (9.0%). The largest single position, AAPL, represented 18.0% of total portfolio value.
In Q2 2024, AFS Financial Group, LLC 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.