Loading…
CIK 0001907820 • 7 13F filings • Apr 11, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("afg-fiduciary-services-limited-partnership","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $2.8M | 2.1% | 29,273 SH | |
| ALLSTATE CORP | COM | $515K | 0.4% | 2,668 SH | |
| AMAZON COM INC | COM | $6.0M | 4.4% | 31,606 SH | |
| APPLE INC | COM | $1.2M | 0.9% | 5,925 SH | |
| AT&T INC | COM | $292K | 0.2% | 11,046 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $323K | 0.2% | 619 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.7M | 2.0% | 52,150 SH | |
| CAPITOL SER TR | FAIRLEAD TACTICA | $627K | 0.5% | 23,874 SH | |
| CAVA GROUP INC | CALL | $487K | 0.4% | 5,300 PRN | |
| CAVA GROUP INC | COM | $1.9M | 1.4% | 20,775 SH | |
| CLOUDFLARE INC | CL A COM | $1.1M | 0.8% | 9,954 SH | |
| DENISON MINES CORP | COM | $20K | 0.0% | 15,000 SH | |
| EXXON MOBIL CORP | COM | $1.0M | 0.8% | 9,711 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $306K | 0.2% | 4,836 SH | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $1.0M | 0.8% | 15,314 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $237K | 0.2% | 4,226 SH | |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $221K | 0.2% | 2,290 SH | |
| GLOBAL X FDS | GLOBAL X URANIUM | $806K | 0.6% | 36,454 SH | |
| HUDBAY MINERALS INC | COM | $77K | 0.1% | 11,100 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $390K | 0.3% | 3,513 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.5M | 1.1% | 9,152 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.2M | 5.2% | 15,378 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $801K | 0.6% | 17,100 SH | |
| ISHARES INC | MSCI PAC JP ETF | $791K | 0.6% | 18,798 SH | |
| ISHARES TR | 20 YR TR BD ETF | $6.1M | 4.4% | 68,265 SH | |
| ISHARES TR | CHINA LG-CAP ETF | $270K | 0.2% | 8,511 SH | |
| ISHARES TR | CORE S&P MCP ETF | $6.0M | 4.4% | 106,658 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.3M | 3.2% | 43,791 SH | |
| ISHARES TR | CORE S&P500 ETF | $319K | 0.2% | 584 SH | |
| ISHARES TR | IBOXX INV CP ETF | $535K | 0.4% | 5,000 SH | |
| ISHARES TR | ISHARES SEMICDTR | $1.3M | 1.0% | 7,275 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $467K | 0.3% | 6,750 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $828K | 0.6% | 20,110 SH | |
| ISHARES TR | NATIONAL MUN ETF | $834K | 0.6% | 8,068 SH | |
| ISHARES TR | PFD AND INCM SEC | $321K | 0.2% | 10,761 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $344K | 0.3% | 1,812 SH | |
| ISHARES TR | S&P 500 VAL ETF | $2.5M | 1.8% | 13,822 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | $1.2M | 0.9% | 20,156 SH | |
| JPMORGAN CHASE & CO. | COM | $260K | 0.2% | 1,110 SH | |
| KRANESHARES TRUST | CSI CHI INTERNET | $516K | 0.4% | 17,199 SH | |
| META PLATFORMS INC | CL A | $387K | 0.3% | 660 SH | |
| MICROSOFT CORP | COM | $316K | 0.2% | 809 SH | |
| NVIDIA CORPORATION | COM | $2.1M | 1.5% | 17,995 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $290K | 0.2% | 3,150 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $9.2M | 6.8% | 186,764 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $9.0M | 6.6% | 90,254 SH | |
| PLUG POWER INC | COM NEW | $47K | 0.0% | 39,200 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $1.3M | 1.0% | 15,788 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $487K | 0.4% | 10,319 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $1.2M | 0.9% | 6,244 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $2.0M | 1.5% | 25,558 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.0M | 0.7% | 13,223 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $3.6M | 2.6% | 17,576 SH | |
| SPDR GOLD TR | GOLD SHS | $5.3M | 3.9% | 18,604 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $27.3M | 20.0% | 392,786 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $1.3M | 0.9% | 16,778 SH | |
| SPDR SER TR | S&P BIOTECH | $232K | 0.2% | 3,095 SH | |
| TESLA INC | COM | $360K | 0.3% | 1,324 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $379K | 0.3% | 300 SH | |
| VANECK ETF TRUST | RARE EARTH AND S | $1.2M | 0.9% | 32,835 SH | |
| VANECK ETF TRUST | URANIUM AND NUCL | $556K | 0.4% | 7,601 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.8M | 1.3% | 7,438 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $725K | 0.5% | 2,700 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $918K | 0.7% | 21,610 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.0M | 0.7% | 15,083 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.0M | 1.5% | 40,986 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.6M | 1.9% | 41,041 SH | |
| VERIZON COMMUNICATIONS INC | COM | $226K | 0.2% | 5,275 SH | |
| VISTRA CORP | COM | $298K | 0.2% | 2,521 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $658K | 0.5% | 15,272 SH | |
| WOODWARD INC | COM | $275K | 0.2% | 1,575 SH |
| 13F-HR |
| 0001951757-25-001171 |
| $173.7M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000970 | $128.5M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000630 | $156.5M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000545 | $171.1M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000290 | $136.6M | View |