Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP (CIK 1907820) reported $171.1M across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($30.5M, 17.80%), PULS ($12.7M, 7.41%), MINT ($9.8M, 5.70%), TLT ($7.5M, 4.41%), AMZN ($7.1M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $30.5M | 17.80% | 481,472 | Added |
| 2 | PULS | PGIM ETF TR | $12.7M | 7.41% | 255,779 | Added |
| 3 | MINT | PIMCO ETF TR | $9.8M | 5.70% | 97,141 | Added |
| 4 | TLT | ISHARES TR | $7.5M | 4.41% | 87,125 | Added |
| 5 | AMZN | AMAZON COM INC | $7.1M | 4.14% | 1.8M | Added |
| 6 | IJH | ISHARES TR | $7.1M | 4.14% | 103,518 | Trimmed |
| 7 | IJR | ISHARES TR | $6.2M | 3.64% | 49,338 | Added |
| 8 | AAPL | APPLE INC | $5.9M | 3.42% | 4.6M | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $5.8M | 3.37% | 9,787 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $5.6M | 3.28% | 13,121 | Trimmed |
| 11 | XLK | SELECT SECTOR SPDR TR | $4.1M | 2.40% | 30,030 | Added |
| 12 | BINC | BLACKROCK ETF TRUST II | $3.9M | 2.29% | 75,567 | Trimmed |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $3.5M | 2.05% | 15,941 | Added |
| 14 | XLP | SELECT SECTOR SPDR TR | $3.4M | 1.99% | 41,077 | Added |
| 15 | IVE | ISHARES TR | $2.6M | 1.51% | 12,122 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $2.5M | 1.45% | 731,064 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $2.1M | 1.24% | 7,299 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 1.22% | 32,095 | Added |
| 19 | PSQ | PROSHARES TR | $2.1M | 1.20% | 65,055 | Trimmed |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $2.0M | 1.14% | 10,082 | Added |
| 21 | XLE | SELECT SECTOR SPDR TR | $1.8M | 1.03% | 29,561 | Trimmed |
| 22 | BBEU | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.02% | 23,789 | Added |
| 23 | XOM | EXXON MOBIL CORP | $1.7M | 0.96% | 10,101 | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.95% | 29,965 | Added |
| 25 | NET | CLOUDFLARE INC | $1.6M | 0.93% | 7,482 | Added |
Source: SEC Form 13F filings · as of 2026-03-31