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: $156.5M86 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$3.2M	2.1%Prev: 2.1%	23,735 SH	Decreased+7,794 SH
ALLSTATE CORP	COM	$534K	0.3%Prev: 0.4%	2,668 SH	Decreased-800 SH
AMAZON COM INC	COM	$6.6M	4.2%Prev: 4.1%	30,053 SH	Decreased-1,786,338 SH
APPLE INC	COM	$1.2M	0.8%Prev: 3.4%	5,968 SH	Decreased-4,635,335 SH
AT&T INC	COM	$320K	0.2%Prev: 0.1%	11,075 SH	Increased+2,194 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$303K	0.2%Prev: 0.2%	619 SH	Increased+35 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.2M	2.7%Prev: 2.3%	78,946 SH	Increased+3,379 SH
BOEING CO	COM	$214K	0.1%Prev: 0.2%	1,020 SH	Decreased-735 SH
CAPITOL SER TR	FAIRLEAD TACTICA	$541K	0.3%Prev: 0.3%	19,031 SH	Increased+1,518 SH
CAVA GROUP INC	CALL	$436K	0.3%Prev: 0.2%	5,300 PRN	Increased+600 PRN
CAVA GROUP INC	COM	$1.7M	1.1%Prev: 0.9%	20,075 SH	Increased+2,350 SH
CITI TRENDS INC	COM	$330K	0.2%Prev: 0.3%	10,000 SH	Decreased
CLOUDFLARE INC	CL A COM	$1.3M	0.8%Prev: 0.9%	6,941 SH	Decreased-541 SH
DENISON MINES CORP	COM	$26K	0.0%Prev: 0.0%	15,000 SH	Decreased
DIREXION SHS ETF TR	DAILY SEMICONDUC	$307K	0.2%	38,333 SH	New
DIREXION SHS ETF TR	DLY S&P500 BR 3X	$61K	0.0%	12,871 SH	New
EXXON MOBIL CORP	COM	$1.1M	0.7%Prev: 1.0%	9,648 SH	Decreased-453 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$531K	0.3%	7,138 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$930K	0.6%Prev: 0.6%	11,310 SH	Decreased+2,387 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$276K	0.2%Prev: 0.8%	4,359 SH	Decreased-15,013 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$218K	0.1%Prev: 0.1%	2,642 SH	Decreased+28 SH
HECLA MNG CO	COM	$90K	0.1%	15,000 SH	New
HUDBAY MINERALS INC	COM	$113K	0.1%	10,600 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$452K	0.3%Prev: 0.3%	3,513 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.9M	1.2%Prev: 1.1%	10,544 SH	Decreased+462 SH
INVESCO QQQ TR	PUT	$820K	0.5%Prev: 0.7%	1,500 PRN	Decreased-500 PRN
INVESCO QQQ TR	UNIT SER 1	$6.5M	4.1%Prev: 3.4%	11,826 SH	Increased+2,039 SH
IREN LIMITED	ORDINARY SHARES	$254K	0.2%	16,700 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$908K	0.6%Prev: 0.3%	15,175 SH	Increased+2,127 SH
ISHARES INC	MSCI BRAZIL ETF	$965K	0.6%Prev: 0.7%	33,513 SH	Decreased+3,679 SH
ISHARES INC	MSCI PAC JP ETF	$927K	0.6%Prev: 0.6%	18,798 SH	Decreased
ISHARES TR	20 YR TR BD ETF	$6.0M	3.8%Prev: 4.4%	68,150 SH	Decreased-18,975 SH
ISHARES TR	CHINA LG-CAP ETF	$512K	0.3%Prev: 0.3%	13,906 SH	Increased+1,790 SH
ISHARES TR	CORE S&P MCP ETF	$6.7M	4.3%Prev: 4.1%	106,283 SH	Decreased+2,765 SH
ISHARES TR	CORE S&P SCP ETF	$5.3M	3.4%Prev: 3.6%	47,613 SH	Decreased-1,725 SH
ISHARES TR	CORE S&P500 ETF	$362K	0.2%Prev: 0.2%	584 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$547K	0.3%Prev: 0.3%	5,000 SH	Increased
ISHARES TR	ISHARES SEMICDTR	$682K	0.4%Prev: 0.5%	2,870 SH	Decreased+575 SH
ISHARES TR	MRGSTR MD CP GRW	$541K	0.3%Prev: 0.3%	6,750 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$972K	0.6%Prev: 0.7%	20,110 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$859K	0.5%Prev: 0.5%	8,241 SH	Increased+282 SH
ISHARES TR	PFD AND INCM SEC	$336K	0.2%Prev: 0.2%	10,969 SH	Increased-36 SH
ISHARES TR	RUS 1000 GRW ETF	$226K	0.1%Prev: 0.1%	538 SH	Increased+51 SH
ISHARES TR	RUSSELL 2000 ETF	$357K	0.2%Prev: 0.6%	1,639 SH	Decreased-2,356 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.7%Prev: 1.5%	13,102 SH	Increased+980 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$1.7M	1.1%Prev: 1.0%	25,478 SH	Decreased+1,689 SH
JPMORGAN CHASE & CO.	COM	$322K	0.2%	1,110 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$898K	0.6%Prev: 0.3%	26,158 SH	Increased+5,209 SH
KRISPY KREME INC	COM	$81K	0.1%	25,335 SH	New
META PLATFORMS INC	CL A	$254K	0.2%	353 SH	New
MICROSOFT CORP	COM	$389K	0.2%Prev: 0.2%	791 SH	Increased-125 SH
NVIDIA CORPORATION	COM	$1.9M	1.2%Prev: 1.5%	12,073 SH	Decreased-718,991 SH
PALANTIR TECHNOLOGIES INC	CL A	$216K	0.1%	1,650 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$10.1M	6.5%Prev: 7.4%	204,320 SH	Decreased-51,459 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$9.2M	5.9%Prev: 5.7%	91,600 SH	Decreased-5,541 SH
POWELL INDS INC	COM	$322K	0.2%Prev: 0.6%	1,533 SH	Decreased-4,092 SH
PROSHARES TR	SHORT QQQ	$2.2M	1.4%Prev: 1.2%	65,759 SH	Increased+704 SH
PROSHARES TR	SHORT S&P 500 NE	$2.7M	1.7%Prev: 0.8%	68,420 SH	Increased+30,792 SH
PROSHARES TR	SHRT RUSSELL2000	$2.5M	1.6%Prev: 0.6%	134,984 SH	Increased+74,295 SH
SELECT SECTOR SPDR TR	ENERGY	$1.4M	0.9%	16,313 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$583K	0.4%	11,063 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.3M	0.8%	5,989 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$2.3M	1.5%	28,077 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.7%	13,846 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.2M	2.7%	16,655 SH	New
SPDR GOLD TR	GOLD SHS	$4.2M	2.7%Prev: 3.3%	13,711 SH	Decreased+590 SH
SPDR S&P 500 ETF TR	TR UNIT	$29.8M	19.1%	401,177 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$1.5M	1.0%	18,747 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$205K	0.1%	2,124 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$252K	0.2%	3,035 SH	New
TESLA INC	COM	$403K	0.3%Prev: 0.3%	1,339 SH	Decreased-61 SH
TEXAS PACIFIC LAND CORPORATI	COM	$321K	0.2%Prev: 0.2%	300 SH	Decreased-600 SH
UBER TECHNOLOGIES INC	COM	$396K	0.3%Prev: 0.2%	4,303 SH	Increased-202 SH
UNIVERSAL TECHNICAL INST INC	COM	$212K	0.1%	6,500 SH	New
VANECK ETF TRUST	RARE EARTH AND S	$661K	0.4%	16,398 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	1.5%Prev: 1.2%	8,142 SH	Increased+843 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$820K	0.5%Prev: 0.5%	2,698 SH	Decreased+97 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	1.1%Prev: 0.9%	33,357 SH	Increased+3,392 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.2M	0.7%Prev: 0.7%	15,128 SH	Decreased+12 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	1.2%Prev: 1.2%	33,745 SH	Decreased+1,650 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.4M	0.9%	21,614 SH	New
VANGUARD WORLD FD	EXTENDED DUR	$320K	0.2%Prev: 0.1%	4,800 SH	Increased+1,400 SH
VERIZON COMMUNICATIONS INC	COM	$203K	0.1%Prev: 0.1%	4,645 SH	Decreased+344 SH
VISTRA CORP	COM	$581K	0.4%Prev: 0.3%	3,139 SH	Decreased-729 SH
WISDOMTREE TR	INDIA ERNGS FD	$921K	0.6%Prev: 0.5%	19,338 SH	Increased-730 SH
XYLEM INC	COM	$275K	0.2%	2,100 SH	New

Sold (vs prior filing)

ALPHABET INC — $504K
ALPHABET INC — $332K
ARGAN INC — $720K
AUTOMATIC DATA PROCESSING IN — $304K
CHEVRON CORPORATION — $228K
COMCAST CORP NEW — $49K
DIREXION SHARES ETF TRUST — $111K
ENVOY MEDICAL INC — $8K
FIRST TR EXCHANGE-TRADED FD — $534K
FORTUNA MNG CORP — $154K
GALIANO GOLD INC — $67K
IQIYI INC — $15K
JOHNSON & JOHNSON — $243K
JPMORGAN CHASE & CO — $293K
NB BANCORP INC — $255K
SELECT SECTOR SPDR TR — $4.7M
SELECT SECTOR SPDR TR — $1.8M
SELECT SECTOR SPDR TR — $613K
SELECT SECTOR SPDR TR — $4.1M
SELECT SECTOR SPDR TR — $1.0M
… and 8 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