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: 0001988547
Total reported value
$58.2M
$58.2M
48 檔
42.7%
As reported in its official Q3 2025 Form 13F filing, AIFG Consultants Ltd.'s tracked investment portfolio stood at $58.2M with 48 total positions.
In Q3 2025, AIFG Consultants Ltd. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, FTCB, LDUR) accounted for 42.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 15.42% | +0.60% | -11.35% | |
| 2 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 10.31% | +1.82% | — | |
| 3 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 7.29% | -0.21% | +2.93% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 6.39% | -0.79% | -7.77% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.39% | -3.87% | -7.55% | |
| 6 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 4.25% | +0.02% | +12.69% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.48% | -1.04% | -6.44% | |
| 8 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.13% | +0.45% | -6.73% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.99% | +0.49% | -6.76% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.99% | +0.27% | -7.98% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.52% | -2.52% | EXIT | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.32% | +0.22% | +5.06% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | -0.18% | +0.10% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.70% | +0.53% | +1.96% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.60% | -0.02% | -6.52% | |
| 16 | IHDG | Wisdomtree International Hed | ETF-Other | 1.59% | -1.59% | EXIT | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.51% | +12.51% | |
| 18 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.49% | +0.15% | +5.20% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | — | +0.33% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | — | -0.18% | |
| 21 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.27% | -0.36% | -11.28% | |
| 22 | ELCV | Eventide High Dividend ETF | ETF-Other | 1.24% | +0.14% | -10.87% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.18% | -0.14% | -5.08% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.16% | -0.26% | -16.25% | |
| 25 | GE | General Electric | Stock-Industrials | 1.03% | +0.09% | -0.92% | |
| 26 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.01% | -0.11% | -0.35% | |
| 27 | ALL | Allstate CORP | Stock-Financials | 1.01% | -0.06% | -3.94% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.97% | +0.05% | -15.46% | |
| 29 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.94% | — | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.08% | +1.35% | |
| 31 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.75% | -0.17% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | -0.05% | -21.84% | |
| 33 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.71% | -0.31% | -6.85% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.13% | +2.07% | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.68% | — | -0.04% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.06% | -9.14% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.67% | -0.09% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.65% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.11% | -25.19% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.62% | +0.09% | -26.12% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.01% | -2.75% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | -0.16% | — | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.54% | +0.07% | -0.80% | |
| 44 | BIBL | Inspire 100 ETF | ETF-Other | 0.52% | — | -51.25% | |
| 45 | DTE | Dte Energy Company | Stock-Utilities | 0.52% | -0.06% | +0.05% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.51% | -0.08% | +0.05% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | -0.43% | EXIT | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | — | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +1.3% | -7.77% | Trim |
| 2 | JMBS | Janus Henderson Mortg Backed | +1.1% | +5.06% | Add |
| 3 | LDUR | Pimco Enhanced Low Duration | +0.8% | +2.93% | Add |
| 4 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.8% | +12.69% | Add |
| 5 | GLDM | Spdr Gold Minishares Trust | +0.8% | -11.35% | Trim |
| 6 | PAVE | Global X US Infrastructure | +0.7% | -6.52% | Add |
| 7 | JSCP | Jpmorgan Short Duration Core | +0.7% | +5.20% | Add |
| 8 | NVDA | Nvidia CORP | +0.7% | +12.51% | Trim |
| 9 | GE | General Electric | +0.4% | -0.92% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.10% | Trim |
| 11 | JPST | Jpmorgan Ultra-short Income | +0.3% | +1.96% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +1.35% | Add |
| 13 | SLV | Ishares Silver Trust | +0.2% | -0.04% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -25.19% | Trim |
| 15 | BAC | Bank Of America CORP | +0.1% | — | Trim |
| 16 | FLQM | Franklin U.s. Mid Cap Multif | +0.1% | -6.76% | Trim |
| 17 | IHDG | Wisdomtree International Hed | 0% | -7.31% | Trim |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | 0% | -6.67% | Trim |
| 19 | AAPL | Apple Inc | -0.1% | -2.75% | Trim |
| 20 | GMAY | Ft Vest U.s. Equity Moderate | -0.1% | -0.35% | Trim |
| 21 | GLD | Spdr Gold Shares | -0.1% | -15.46% | Trim |
| 22 | LMBS | First Trust Low Duration Opp | -0.2% | -6.44% | Trim |
| 23 | FJUL | Ft Vest US Equity Buffer ETF | -0.2% | — | Trim |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | -5.08% | Trim |
| 25 | FDL | First Trust Morn Dvd Lead In | -0.3% | -6.85% | Trim |
| 26 | MUB | Ishares National Muni Bond E | -0.4% | -21.84% | Trim |
| 27 | XOM | Exxon Mobil CORP | -0.4% | +0.33% | Trim |
| 28 | QQEW | First Tr Nasdaq-100 Sel Eq | -0.4% | -11.28% | Trim |
| 29 | BIBL | Inspire 100 ETF | -0.5% | -51.25% | Trim |
| 30 | JEPI | Jpmorgan Equity Premium Inco | -1.2% | -7.55% | Trim |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | -1.3% | -12.43% | Trim |
| 32 | SDVY | First Trust Smid Cap Rising | -2.1% | -7.98% | Trim |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | -2.7% | -9.14% | Trim |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -4.3% | -16.25% | Trim |
| 35 | FTCB | Ft Core Investment Grade ETF | — | NEW | New buy |
| 36 | GFEB | Ft Vest US Equity Moderate B | — | EXIT | Sold out |
| 37 | BSJQ | Invesco Bulletshares 2026 Hy | — | EXIT | Sold out |
| 38 | ELCV | Eventide High Dividend ETF | — | NEW | New buy |
| 39 | SOVF | Sovereign's Capital Flourish | — | EXIT | Sold out |
| 40 | AVGO | Broadcom Inc | — | NEW | New buy |
| 41 | HES | Hess CORP | — | EXIT | Sold out |
| 42 | CVX | Chevron CORP | — | NEW | New buy |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 44 | ANET | Arista Networks Inc | — | NEW | New buy |
| 45 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | XMAR | Ft Vest US Equity Enhance & | — | EXIT | Sold out |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | Sold out |
| 49 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 50 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
According to official SEC Form 13F filings, AIFG Consultants Ltd. reported a total U.S. public equity portfolio value of $58.2M across 48 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.
Top New Position Initiated
FTCB
市值: $5.8M
Top Position Liquidated / Trimmed
GFEB
前期市值: $1.8M
During Q3 2025, AIFG Consultants Ltd.'s top holdings by market value included GLDM (15.4%)、FTCB (10.3%)、LDUR (7.3%). The largest single position, GLDM, represented 15.4% of total portfolio value.
In Q3 2025, AIFG Consultants Ltd. made 50 total portfolio adjustments, initiating 7 new buys, adding to 8 positions, trimming 26 holdings, and fully liquidating 9 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.