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.
AIFG Consultants Ltd. (CIK 1988547) reported $58.2M across 54 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: GLDM ($9.3M, 16.02%), FTCB ($7.1M, 12.13%), LDUR ($4.1M, 7.08%), SPMO ($3.3M, 5.60%), SMMU ($2.5M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $9.3M | 16.02% | 109,299 | Trimmed |
| 2 | FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $7.1M | 12.13% | 332,811 | Added |
| 3 | LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $4.1M | 7.08% | 42,954 | Trimmed |
| 4 | SPMO | INVESCO S&P 500 MOMENTUM ETF | $3.3M | 5.60% | 27,328 | Trimmed |
| 5 | SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $2.5M | 4.27% | 49,332 | Added |
| 6 | IUS | INVESCO RAFI STRATEGIC US ETF | $2.1M | 3.58% | 36,446 | Added |
| 7 | FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $2.0M | 3.48% | 36,011 | Added |
| 8 | FLSP | FRANKLIN SYSTEMATIC STYLE PREMIA ETF | $2.0M | 3.47% | 75,175 | New |
| 9 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.9M | 3.26% | 49,581 | Added |
| 10 | JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $1.5M | 2.54% | 32,394 | Added |
| 11 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.4M | 2.44% | 28,429 | Trimmed |
| 12 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.3M | 2.23% | 25,631 | Added |
| 13 | VOO | VANGUARD S&P 500 ETF | $1.2M | 2.07% | 1,923 | Trimmed |
| 14 | DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $1.1M | 1.86% | 24,907 | New |
| 15 | JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $955,709 | 1.64% | 20,096 | Added |
| 16 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $917,295 | 1.58% | 19,194 | Added |
| 17 | XOM | EXXON MOBIL CORP COM | $853,051 | 1.46% | 7,089 | Trimmed |
| 18 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $818,859 | 1.41% | 14,414 | Trimmed |
| 19 | ELCV | EVENTIDE HIGH DIVIDEND ETF | $801,000 | 1.38% | 30,181 | Added |
| 20 | GE | GE AEROSPACE COM NEW | $654,834 | 1.12% | 2,126 | Added |
| 21 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $604,130 | 1.04% | 13,603 | Trimmed |
| 22 | GLD | SPDR GOLD SHARES | $591,295 | 1.02% | 1,492 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION COM | $576,472 | 0.99% | 3,091 | Trimmed |
| 24 | ALL | ALLSTATE CORP COM | $552,846 | 0.95% | 2,656 | Hold |
| 25 | GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $542,517 | 0.93% | 13,700 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31