AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CIK 0001907820 • 7 13F filings • Apr 11, 2025 – Oct 21, 2026

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Filer information

Filed by: AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP, Chief Compliance Officer
Address: 2 ESSINGTON DRIVE, HINGHAM, MA, 02043
Phone: (781) 741-2540
AUM: $168.6M

AUM over time

$131.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $168.6M85 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$3.5M	2.1%Prev: 4.7%	15,691 SH	Decreased+5,480 SH
ALLSTATE CORP	COM	$544K	0.3%Prev: 0.5%	2,668 SH	Decreased+20 SH
ALPHABET INC	CAP STK CL A	$493K	0.3%Prev: 0.2%	252,456 SH	Increased+251,788 SH
ALPHABET INC	CAP STK CL C	$352K	0.2%	1,117 SH	New
AMAZON COM INC	COM	$7.2M	4.3%Prev: 3.1%	1,815,577 SH	Increased+1,800,098 SH
APPLE INC	COM	$6.2M	3.7%Prev: 0.6%	4,642,260 SH	Increased+4,639,938 SH
ARGAN INC	COM	$668K	0.4%	2,050 SH	New
AT&T INC	COM	$217K	0.1%	8,849 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$308K	0.2%Prev: 0.3%	619 SH	Decreased-13 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.1M	2.4%	76,842 SH	New
BOEING CO	COM	$343K	0.2%	1,505 SH	New
CAPITOL SER TR	FAIRLEAD TACTICA	$529K	0.3%	17,604 SH	New
CAVA GROUP INC	CALL	$321K	0.2%	5,300 PRN	New
CAVA GROUP INC	COM	$1.1M	0.6%	17,650 SH	New
CITI TRENDS INC	COM	$415K	0.2%	10,000 SH	New
CLOUDFLARE INC	CL A COM	$1.4M	0.8%Prev: 1.7%	6,962 SH	Decreased+594 SH
COMCAST CORP NEW	CL A	$29K	0.0%	20,880 SH	New
DENISON MINES CORP	COM	$45K	0.0%Prev: 0.0%	15,000 SH	Increased
DIREXION SHS ETF TR	DAILY AVGO BEAR	$128K	0.1%	13,584 SH	New
DIREXION SHS ETF TR	DAILY SEMICONDUC	$152K	0.1%	55,307 SH	New
EXXON MOBIL CORP	COM	$1.2M	0.7%	9,487 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$447K	0.3%	6,321 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$907K	0.5%Prev: 0.6%	8,930 SH	Increased+715 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$302K	0.2%Prev: 1.2%	4,302 SH	Decreased-14,890 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$227K	0.1%Prev: 0.2%	2,642 SH	Decreased+28 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$493K	0.3%	3,513 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.9M	1.1%Prev: 2.2%	10,044 SH	Decreased-3,173 SH
INVESCO QQQ TR	PUT	$1.2M	0.7%Prev: 1.1%	2,000 PRN	Decreased
INVESCO QQQ TR	UNIT SER 1	$6.8M	4.0%Prev: 0.2%	11,122 SH	Increased+10,731 SH
IREN LIMITED	ORDINARY SHARES	$214K	0.1%	5,000 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$598K	0.4%Prev: 0.4%	11,737 SH	Increased+607 SH
ISHARES INC	MSCI BRAZIL ETF	$962K	0.6%Prev: 1.0%	29,866 SH	Decreased+731 SH
ISHARES INC	MSCI PAC JP ETF	$935K	0.6%	18,279 SH	New
ISHARES TR	20 YR TR BD ETF	$4.6M	2.8%	53,325 SH	New
ISHARES TR	CHINA LG-CAP ETF	$465K	0.3%Prev: 0.4%	11,681 SH	Decreased-2,205 SH
ISHARES TR	CORE S&P MCP ETF	$7.0M	4.1%Prev: 2.9%	104,152 SH	Increased+52,330 SH
ISHARES TR	CORE S&P SCP ETF	$5.5M	3.2%Prev: 4.5%	45,119 SH	Decreased+2,129 SH
ISHARES TR	CORE S&P500 ETF	$401K	0.2%Prev: 0.3%	584 SH	Increased+78 SH
ISHARES TR	IBOXX INV CP ETF	$551K	0.3%	5,000 SH	New
ISHARES TR	ISHARES SEMICDTR	$610K	0.4%	1,945 SH	New
ISHARES TR	MRGSTR MD CP GRW	$545K	0.3%	6,750 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.7%	20,110 SH	New
ISHARES TR	NATIONAL MUN ETF	$887K	0.5%Prev: 0.5%	8,273 SH	Increased+1,208 SH
ISHARES TR	PFD AND INCM SEC	$348K	0.2%Prev: 0.2%	11,144 SH	Increased+2,990 SH
ISHARES TR	RUS 1000 GRW ETF	$230K	0.1%Prev: 0.2%	487 SH	Decreased-1,461 SH
ISHARES TR	RUSSELL 2000 ETF	$408K	0.2%Prev: 0.4%	1,639 SH	Decreased-39 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.5%Prev: 2.1%	12,118 SH	Decreased+393 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$1.8M	1.0%	23,746 SH	New
JPMORGAN CHASE & CO.	COM	$340K	0.2%	1,045 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$738K	0.4%Prev: 0.8%	20,708 SH	Decreased-19,078 SH
META PLATFORMS INC	CL A	$207K	0.1%	318 SH	New
MICROSOFT CORP	COM	$374K	0.2%Prev: 0.4%	791 SH	Decreased-202 SH
NB BANCORP INC	COM	$214K	0.1%Prev: 0.2%	10,970 SH	Decreased-1,523 SH
NVIDIA CORPORATION	COM	$2.7M	1.6%Prev: 0.6%	731,401 SH	Increased+727,997 SH
PALANTIR TECHNOLOGIES INC	CL A	$277K	0.2%	1,650 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$12.0M	7.1%Prev: 10.6%	242,701 SH	Decreased-38,238 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$9.6M	5.7%Prev: 7.7%	95,314 SH	Decreased-5,825 SH
POWELL INDS INC	COM	$615K	0.4%	1,745 SH	New
PROSHARES TR	SHORT QQQ	$2.7M	1.6%Prev: 1.6%	89,569 SH	Increased+4,902 SH
PROSHARES TR	SHORT S&P 500 NE	$2.7M	1.6%	75,625 SH	New
PROSHARES TR	SHRT RUSSELL2000	$2.0M	1.2%	122,222 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3.8M	2.2%	42,450 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.6M	0.9%	34,452 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$625K	0.4%	11,382 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.3M	2.6%	29,925 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$986K	0.6%	22,834 SH	New
SPDR GOLD TR	GOLD SHS	$5.2M	3.1%Prev: 4.2%	13,162 SH	Decreased-1,244 SH
SPDR S&P 500 ETF TR	TR UNIT	$31.2M	18.5%	480,984 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	1.2%	20,475 SH	New
TELADOC HEALTH INC	COM	$92K	0.1%	13,000 SH	New
TESLA INC	COM	$508K	0.3%	1,160 SH	New
TILLYS INC	CL A	$81K	0.0%	40,000 SH	New
UBER TECHNOLOGIES INC	COM	$352K	0.2%	4,253 SH	New
UP FINTECH HLDG LTD	SPONSORED ADS	$104K	0.1%	10,000 SH	New
VALERO ENERGY CORP	COM	$32K	0.0%	32,374 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.1M	1.3%	7,273 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$875K	0.5%	2,601 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	1.0%Prev: 0.7%	29,192 SH	Increased+13,466 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.3M	0.7%	14,921 SH	New
VANGUARD MALVERN FDS	MULTI SECTOR	$1.0M	0.6%Prev: 0.7%	19,396 SH	Increased+88 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	1.2%Prev: 2.0%	31,729 SH	Decreased-5,343 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.6M	0.9%	23,477 SH	New
VANGUARD WORLD FD	EXTENDED DUR	$220K	0.1%	3,400 SH	New
VISTRA CORP	COM	$576K	0.3%Prev: 0.7%	3,489 SH	Decreased-1,906 SH
WISDOMTREE TR	INDIA ERNGS FD	$812K	0.5%Prev: 0.5%	17,333 SH	Increased+2,435 SH

Sold (vs prior filing)

ABRDN PALLADIUM ETF TRUST — $348K
BLACKROCK ETF TRUST II — $3.7M
CAPITOL SER TR — $533K
CHEVRON CORPORATION — $230K
ENVOY MEDICAL INC — $8K
EXXONMOBIL HOLDINGS CORP — $1.2M
FIRST TR EXCHANGE-TRADED FD — $803K
GLOBAL X FDS — $438K
ISHARES TR — $406K
ISHARES TR — $746K
J P MORGAN EXCHANGE TRADED F — $1.5M
JPMORGAN CHASE & CO — $242K
LISTED FDS TR — $321K
PROSHARES TR — $2.9M
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $826K
SELECT SECTOR SPDR TR — $2.9M
SELECT SECTOR SPDR TR — $4.9M
SELECT SECTOR SPDR TR — $953K
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 6, 2026	Q4 2025	13F-HR	0001951757-26-000003	$168.6M	View
Oct 21, 2026	Q3 2026	13F-HR	0001951757-26-001746	$131.1M	View
Oct 17, 2025	Q3 2025