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: $171.1M90 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$3.5M	2.1%Prev: 2.1%	15,941 SH	Increased-13,332 SH
ALLSTATE CORP	COM	$723K	0.4%Prev: 0.4%	3,468 SH	Increased+800 SH
ALPHABET INC	CAP STK CL A	$504K	0.3%	252,531 SH	New
ALPHABET INC	CAP STK CL C	$332K	0.2%	1,117 SH	New
AMAZON COM INC	COM	$7.1M	4.1%Prev: 4.4%	1,816,391 SH	Increased+1,784,785 SH
APPLE INC	COM	$5.9M	3.4%Prev: 0.9%	4,641,303 SH	Increased+4,635,378 SH
ARGAN INC	COM	$720K	0.4%	1,258 SH	New
AT&T INC	COM	$251K	0.1%Prev: 0.2%	8,881 SH	Decreased-2,165 SH
AUTOMATIC DATA PROCESSING IN	COM	$304K	0.2%	1,488 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$278K	0.2%Prev: 0.2%	584 SH	Decreased-35 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.9M	2.3%Prev: 2.0%	75,567 SH	Increased+23,417 SH
BOEING CO	COM	$373K	0.2%	1,755 SH	New
CAPITOL SER TR	FAIRLEAD TACTICA	$537K	0.3%Prev: 0.5%	17,513 SH	Decreased-6,361 SH
CAVA GROUP INC	CALL	$386K	0.2%Prev: 0.4%	4,700 PRN	Decreased-600 PRN
CAVA GROUP INC	COM	$1.5M	0.9%Prev: 1.4%	17,725 SH	Decreased-3,050 SH
CHEVRON CORPORATION	COM	$228K	0.1%	1,144 SH	New
CITI TRENDS INC	COM	$458K	0.3%	10,000 SH	New
CLOUDFLARE INC	CL A COM	$1.6M	0.9%Prev: 0.8%	7,482 SH	Increased-2,472 SH
COMCAST CORP NEW	CL A	$49K	0.0%	21,603 SH	New
DENISON MINES CORP	COM	$54K	0.0%Prev: 0.0%	15,000 SH	Increased
DIREXION SHARES ETF TRUST	DLY AVGO BEAR 1X	$111K	0.1%	10,971 SH	New
ENVOY MEDICAL INC	CL A	$8K	0.0%	12,000 SH	New
EXXON MOBIL CORP	COM	$1.7M	1.0%Prev: 0.8%	10,101 SH	Increased+390 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.0M	0.6%Prev: 0.8%	8,923 SH	Decreased-6,391 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.8%Prev: 0.2%	19,372 SH	Increased+15,146 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$534K	0.3%	8,327 SH	New
FORTUNA MNG CORP	COM NEW	$154K	0.1%	15,000 SH	New
GALIANO GOLD INC	COM	$67K	0.0%	26,500 SH	New
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$224K	0.1%	2,614 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$518K	0.3%Prev: 0.3%	3,513 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	1.1%Prev: 1.1%	10,082 SH	Increased+930 SH
INVESCO QQQ TR	PUT	$1.2M	0.7%	2,000 PRN	New
INVESCO QQQ TR	UNIT SER 1	$5.8M	3.4%Prev: 5.2%	9,787 SH	Decreased-5,591 SH
IQIYI INC	SPONSORED ADS	$15K	0.0%	11,144 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$516K	0.3%Prev: 0.6%	13,048 SH	Decreased-4,052 SH
ISHARES INC	MSCI BRAZIL ETF	$1.1M	0.7%	29,834 SH	New
ISHARES INC	MSCI PAC JP ETF	$1.0M	0.6%Prev: 0.6%	18,798 SH	Increased
ISHARES TR	20 YR TR BD ETF	$7.5M	4.4%Prev: 4.4%	87,125 SH	Increased+18,860 SH
ISHARES TR	CHINA LG-CAP ETF	$431K	0.3%Prev: 0.2%	12,116 SH	Increased+3,605 SH
ISHARES TR	CORE S&P MCP ETF	$7.1M	4.1%Prev: 4.4%	103,518 SH	Increased-3,140 SH
ISHARES TR	CORE S&P SCP ETF	$6.2M	3.6%Prev: 3.2%	49,338 SH	Increased+5,547 SH
ISHARES TR	CORE S&P500 ETF	$387K	0.2%Prev: 0.2%	584 SH	Increased
ISHARES TR	IBOXX INV CP ETF	$545K	0.3%Prev: 0.4%	5,000 SH	Increased
ISHARES TR	ISHARES SEMICDTR	$790K	0.5%Prev: 1.0%	2,295 SH	Decreased-4,980 SH
ISHARES TR	MRGSTR MD CP GRW	$544K	0.3%Prev: 0.3%	6,750 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.7%Prev: 0.6%	20,110 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$847K	0.5%Prev: 0.6%	7,959 SH	Increased-109 SH
ISHARES TR	PFD AND INCM SEC	$336K	0.2%Prev: 0.2%	11,005 SH	Increased+244 SH
ISHARES TR	RUS 1000 GRW ETF	$210K	0.1%	487 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.6%Prev: 0.3%	3,995 SH	Increased+2,183 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.5%Prev: 1.8%	12,122 SH	Increased-1,700 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$1.8M	1.0%Prev: 0.9%	23,789 SH	Increased+3,633 SH
JOHNSON & JOHNSON	COM	$243K	0.1%	1,010 SH	New
JPMORGAN CHASE & CO	COM	$293K	0.2%	992 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$589K	0.3%Prev: 0.4%	20,949 SH	Increased+3,750 SH
MICROSOFT CORP	COM	$342K	0.2%Prev: 0.2%	916 SH	Increased+107 SH
NB BANCORP INC	COM	$255K	0.1%	11,693 SH	New
NVIDIA CORPORATION	COM	$2.5M	1.5%Prev: 1.5%	731,064 SH	Increased+713,069 SH
PGIM ETF TR	PGIM ULTRA SH BD	$12.7M	7.4%Prev: 6.8%	255,779 SH	Increased+69,015 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$9.8M	5.7%Prev: 6.6%	97,141 SH	Increased+6,887 SH
POWELL INDS INC	COM	$1.1M	0.6%	5,625 SH	New
PROSHARES TR	SHORT QQQ	$2.1M	1.2%	65,055 SH	New
PROSHARES TR	SHORT S&P 500 NE	$1.4M	0.8%	37,628 SH	New
PROSHARES TR	SHRT RUSSELL2000	$969K	0.6%	60,689 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$4.7M	2.7%	53,035 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.8M	1.0%	29,561 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$613K	0.4%	12,292 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.1M	2.4%	30,030 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.0M	0.6%	22,373 SH	New
SPDR GOLD TR	GOLD SHS	$5.6M	3.3%Prev: 3.9%	13,121 SH	Increased-5,483 SH
SPDR SERIES TRUST	STATE STREET SPD	$620K	0.4%	5,609 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$30.5M	17.8%	481,472 SH	New
TELADOC HEALTH INC	COM	$55K	0.0%	10,250 SH	New
TERADYNE INC	COM	$240K	0.1%	761 SH	New
TESLA INC	COM	$494K	0.3%Prev: 0.3%	1,400 SH	Increased+76 SH
TEXAS PACIFIC LAND CORPORATI	COM	$404K	0.2%Prev: 0.3%	900 SH	Increased+600 SH
TILLYS INC	CL A	$176K	0.1%	40,000 SH	New
UBER TECHNOLOGIES INC	COM	$325K	0.2%	4,505 SH	New
VALERO ENERGY CORP	COM	$32K	0.0%	32,374 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.1M	1.2%Prev: 1.3%	7,299 SH	Increased-139 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$846K	0.5%Prev: 0.5%	2,601 SH	Increased-99 SH
VANGUARD INDEX FDS	VALUE ETF	$305K	0.2%	1,543 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	0.9%Prev: 0.7%	29,965 SH	Increased+8,355 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.3M	0.7%Prev: 0.7%	15,116 SH	Increased+33 SH
VANGUARD MALVERN FDS	MULTI SECTOR	$965K	0.6%	18,933 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	1.2%Prev: 1.5%	32,095 SH	Increased-8,891 SH
VANGUARD WORLD FD	EXTENDED DUR	$220K	0.1%	3,400 SH	New
VERIZON COMMUNICATIONS INC	COM	$211K	0.1%Prev: 0.2%	4,301 SH	Decreased-974 SH
VISTRA CORP	COM	$586K	0.3%Prev: 0.2%	3,868 SH	Increased+1,347 SH
WISDOMTREE TR	INDIA ERNGS FD	$826K	0.5%Prev: 0.5%	20,068 SH	Increased+4,796 SH

Sold (vs prior filing)

FIRST TR EXCHANGE TRADED FD — $306K
FIRST TR EXCHANGE-TRADED FD — $221K
GLOBAL X FDS — $806K
HUDBAY MINERALS INC — $77K
JPMORGAN CHASE & CO. — $260K
META PLATFORMS INC — $387K
PALANTIR TECHNOLOGIES INC — $290K
PLUG POWER INC — $47K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $487K
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $2.0M
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $3.6M
SPDR S&P 500 ETF TR — $27.3M
SPDR SER TR — $1.3M
SPDR SER TR — $232K
VANECK ETF TRUST — $1.2M
VANECK ETF TRUST — $556K
VANGUARD WHITEHALL FDS — $2.6M
… and 1 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