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: $173.7M92 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$3.3M	1.9%Prev: 4.2%	19,956 SH	Decreased+9,555 SH
ALLSTATE CORP	COM	$562K	0.3%Prev: 0.5%	2,668 SH	Decreased+20 SH
ALPHABET INC	CAP STK CL A	$201K	0.1%Prev: 0.2%	819 SH	Decreased+158 SH
ALPHABET INC	CAP STK CL C	$274K	0.2%	1,117 SH	New
AMAZON COM INC	COM	$6.5M	3.7%Prev: 3.0%	29,397 SH	Increased+13,451 SH
APPLE INC	COM	$1.5M	0.9%Prev: 0.6%	5,822 SH	Increased+3,143 SH
ARGAN INC	COM	$716K	0.4%	2,565 SH	New
AT&T INC	COM	$262K	0.2%	9,500 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$308K	0.2%Prev: 0.3%	619 SH	Decreased-81 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.9M	2.3%	74,122 SH	New
BOEING CO	COM	$378K	0.2%	1,755 SH	New
CAPITOL SER TR	FAIRLEAD TACTICA	$567K	0.3%	18,921 SH	New
CAVA GROUP INC	CALL	$327K	0.2%	5,300 PRN	New
CAVA GROUP INC	COM	$1.2M	0.7%	19,450 SH	New
CITI TRENDS INC	COM	$312K	0.2%	10,000 SH	New
CLOUDFLARE INC	CL A COM	$1.3M	0.8%Prev: 1.5%	6,183 SH	Decreased-1,744 SH
DENISON MINES CORP	COM	$42K	0.0%Prev: 0.0%	15,000 SH	Decreased
DIREXION SHS ETF TR	DAILY SEMICONDUC	$261K	0.2%	53,252 SH	New
EXXON MOBIL CORP	COM	$1.1M	0.6%Prev: 0.8%	9,648 SH	Increased+1,905 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$544K	0.3%	7,109 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.1M	0.6%Prev: 0.8%	11,246 SH	Increased+3,215 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$293K	0.2%Prev: 1.2%	4,359 SH	Decreased-14,958 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$225K	0.1%Prev: 0.2%	2,642 SH	Decreased+28 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$475K	0.3%	3,513 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	1.1%Prev: 1.7%	10,471 SH	Decreased+501 SH
INVESCO QQQ TR	PUT	$1.2M	0.7%Prev: 1.1%	2,000 PRN	Decreased
INVESCO QQQ TR	UNIT SER 1	$7.1M	4.1%Prev: 0.2%	11,755 SH	Increased+11,419 SH
INVESTMENT MANAGERS SER TR I	TRADR 1.5X SHORT	$136K	0.1%	12,315 SH	New
IREN LIMITED	ORDINARY SHARES	$235K	0.1%	5,000 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$870K	0.5%Prev: 0.2%	13,050 SH	Increased+4,035 SH
ISHARES ETHEREUM TR	SHS	$425K	0.2%	13,050 SH	New
ISHARES INC	MSCI BRAZIL ETF	$1.0M	0.6%Prev: 0.7%	33,367 SH	Increased+5,575 SH
ISHARES INC	MSCI PAC JP ETF	$976K	0.6%	18,798 SH	New
ISHARES SILVER TR	ISHARES	$201K	0.1%	4,700 SH	New
ISHARES TR	20 YR TR BD ETF	$6.3M	3.6%	70,125 SH	New
ISHARES TR	CHINA LG-CAP ETF	$573K	0.3%Prev: 0.3%	13,847 SH	Increased+1,722 SH
ISHARES TR	CORE S&P MCP ETF	$6.9M	4.0%Prev: 3.1%	105,996 SH	Increased+53,792 SH
ISHARES TR	CORE S&P SCP ETF	$5.6M	3.2%Prev: 4.9%	47,298 SH	Decreased+4,200 SH
ISHARES TR	CORE S&P500 ETF	$392K	0.2%Prev: 0.3%	584 SH	Increased+78 SH
ISHARES TR	IBOXX INV CP ETF	$558K	0.3%	5,000 SH	New
ISHARES TR	ISHARES SEMICDTR	$752K	0.4%	2,720 SH	New
ISHARES TR	MRGSTR MD CP GRW	$556K	0.3%	6,750 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.6%	20,110 SH	New
ISHARES TR	NATIONAL MUN ETF	$873K	0.5%Prev: 0.6%	8,205 SH	Increased+1,206 SH
ISHARES TR	PFD AND INCM SEC	$347K	0.2%Prev: 0.2%	10,947 SH	Increased+3,097 SH
ISHARES TR	RUS 1000 GRW ETF	$229K	0.1%Prev: 0.2%	487 SH	Decreased-1,461 SH
ISHARES TR	RUSSELL 2000 ETF	$397K	0.2%Prev: 0.4%	1,639 SH	Decreased-32 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	1.6%Prev: 2.2%	13,018 SH	Decreased+1,019 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$1.8M	1.0%	25,216 SH	New
JPMORGAN CHASE & CO.	COM	$345K	0.2%	1,110 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$1.1M	0.6%Prev: 0.5%	26,039 SH	Increased-935 SH
META PLATFORMS INC	CL A	$250K	0.1%	348 SH	New
MICROSOFT CORP	COM	$411K	0.2%Prev: 0.3%	791 SH	Increased-128 SH
NB BANCORP INC	COM	$176K	0.1%Prev: 0.2%	10,000 SH	Decreased-2,493 SH
NIKE INC	CL B	$305K	0.2%	4,125 SH	New
NVIDIA CORPORATION	COM	$2.2M	1.3%Prev: 0.5%	11,978 SH	Increased+8,414 SH
PALANTIR TECHNOLOGIES INC	CL A	$304K	0.2%	1,650 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$11.1M	6.4%Prev: 10.5%	224,313 SH	Decreased-49,029 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$9.4M	5.4%Prev: 7.9%	93,210 SH	Decreased-7,443 SH
POWELL INDS INC	COM	$660K	0.4%	2,086 SH	New
PROSHARES TR	SHORT QQQ	$4.4M	2.5%Prev: 2.6%	142,261 SH	Increased+12,299 SH
PROSHARES TR	SHORT S&P 500 NE	$4.8M	2.8%	131,380 SH	New
PROSHARES TR	SHRT RUSSELL2000	$4.4M	2.5%Prev: 1.6%	260,180 SH	Increased+110,215 SH
SELECT SECTOR SPDR TR	ENERGY	$1.5M	0.9%	16,781 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$608K	0.3%	11,382 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.4M	0.8%	5,974 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$2.3M	1.3%	29,772 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.0M	0.6%	11,839 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.4M	2.5%	15,421 SH	New
SPDR GOLD TR	GOLD SHS	$4.9M	2.8%Prev: 3.8%	13,661 SH	Decreased+666 SH
SPDR S&P 500 ETF TR	TR UNIT	$31.7M	18.2%	453,326 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$1.7M	1.0%	18,461 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$207K	0.1%	2,124 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$305K	0.2%	3,011 SH	New
TESLA INC	COM	$601K	0.3%	1,309 SH	New
TEXAS PACIFIC LAND CORPORATI	COM	$287K	0.2%	300 SH	New
TILLYS INC	CL A	$41K	0.0%	20,000 SH	New
UBER TECHNOLOGIES INC	COM	$435K	0.3%	4,500 SH	New
UNIVERSAL TECHNICAL INST INC	COM	$206K	0.1%	6,500 SH	New
UP FINTECH HLDG LTD	SPONSORED ADS	$124K	0.1%	11,750 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	1.4%Prev: 1.8%	8,086 SH	Increased-20,156 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$888K	0.5%Prev: 0.7%	2,698 SH	Decreased+97 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	1.0%Prev: 0.7%	33,256 SH	Increased+17,507 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.2M	0.7%	15,128 SH	New
VANGUARD MALVERN FDS	MULTI SECTOR	$986K	0.6%Prev: 0.8%	19,093 SH	Increased+125 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	1.2%Prev: 1.9%	34,318 SH	Decreased+619 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.5M	0.9%	22,559 SH	New
VANGUARD WORLD FD	EXTENDED DUR	$393K	0.2%	5,800 SH	New
VERIZON COMMUNICATIONS INC	COM	$204K	0.1%	4,665 SH	New
VISTRA CORP	COM	$655K	0.4%Prev: 0.5%	3,249 SH	Decreased-1,210 SH
WISDOMTREE TR	INDIA ERNGS FD	$820K	0.5%Prev: 0.6%	18,455 SH	Increased+349 SH
XOMETRY INC	CLASS A COM	$228K	0.1%	4,350 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $3.9M
CAPITOL SER TR — $545K
DIREXION SHARES ETF TRUST — $168K
ENVOY MEDICAL INC — $9K
FIRST TR EXCHANGE-TRADED FD — $682K
ISHARES TR — $755K
J P MORGAN EXCHANGE TRADED F — $1.7M
JPMORGAN CHASE & CO — $322K
PROSHARES TR — $3.1M
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $728K
SELECT SECTOR SPDR TR — $2.8M
SELECT SECTOR SPDR TR — $4.3M
SELECT SECTOR SPDR TR — $1.1M
SPDR SERIES TRUST — $344K
SPDR SERIES TRUST — $298K
STATE STR SPDR S&P 500 ETF T — $22.2M

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