§ 13F · FUND PROFILE
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 86Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 481K | $30M | 17.8% | ±0% |
| 2 | PULS | PGIM ETF TR | 256K | $13M | 7.4% | +5% |
| 3 | MINT | PIMCO ETF TR | 97K | $10M | 5.7% | +2% |
| 4 | TLT | ISHARES TR | 87K | $8M | 4.4% | +63% |
| 5 | IJH | ISHARES TR | 104K | $7M | 4.1% | −1% |
| 6 | AMZN | AMAZON COM INC | 1.82M | $7M | 4.1% | ±0% |
| 7 | IJR | ISHARES TR | 49K | $6M | 3.6% | +9% |
| 8 | AAPL | APPLE INC | 4.64M | $6M | 3.4% | ±0% |
| 9 | QQQ | INVESCO QQQ TR | 10K | $6M | 3.4% | −12% |
| 10 | GLD | SPDR GOLD TR | 13K | $6M | 3.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AFG SIGNAL
AC read
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is a Other fund managing $156 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed