Afg Fiduciary Services Limited Partnership Top Holdings and 13F Report (2026) About Afg Fiduciary Services Limited PartnershipInvestment ActivityAfg Fiduciary Services Limited Partnership has $171.05 million in total holdings as of March 31, 2026.Afg Fiduciary Services Limited Partnership owns shares of 92 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 5.25% of the portfolio was sold this quarter.This quarter, Afg Fiduciary Services Limited Partnership has purchased 88 new stocks and bought additional shares in 42 stocks.Afg Fiduciary Services Limited Partnership sold shares of 25 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $30,455,728PGIM Ultra Short Bond ETF $12,671,292PIMCO Enhanced Short Maturity Exchange-Traded Fund $9,750,988iShares 20+ Year Treasury Bond ETF $7,549,381iShares Core S&P Mid-Cap ETF $7,086,865 Largest New Holdings this Quarter 88262P102 - Texas Pacific Land $403,974 Holding922908744 - Vanguard Value ETF $305,267 Holding053015103 - Automatic Data Processing $304,058 Holding478160104 - Johnson & Johnson $243,380 Holding880770102 - Teradyne $240,042 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 33,800 shares (about $2.93M)First Trust Rising Dividend Achievers ETF 15,070 shares (about $1.05M)Consumer Staples Select Sector SPDR Fund 10,378 shares (about $857.86K)Powell Industries 3,880 shares (about $724.47K)PGIM Ultra Short Bond ETF 13,078 shares (about $647.88K) Largest Sales this Quarter PROSHARES TR 37,997 shares (about $1.42M)ProShares Short Russell2000 61,533 shares (about $982.07K)Invesco QQQ 1,335 shares (about $785.65K)PROSHARES TR 24,514 shares (about $774.39K)Argan 792 shares (about $453.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAfg Fiduciary Services Limited Partnership Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$30,455,728$30,869 ▲0.1%481,47217.8%FinancePULSPGIM Ultra Short Bond ETF$12,671,292$647,884 ▲5.4%255,7797.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$9,750,988$183,394 ▲1.9%97,1415.7%ETFTLTiShares 20+ Year Treasury Bond ETF$7,549,381$2,928,770 ▲63.4%87,1254.4%ETFIJHiShares Core S&P Mid-Cap ETF$7,086,865$43,404 ▼-0.6%103,5184.1%ETFAMZNAmazon.com$7,077,749$3,172 ▲0.0%1,816,3914.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$6,221,965$532,054 ▲9.4%49,3383.6%ETFAAPLApple$5,855,824$1,207 ▼0.0%4,641,3033.4%Computer and TechnologyQQQInvesco QQQ$5,759,650$785,648 ▼-12.0%9,7873.4%FinanceGLDSPDR Gold Shares$5,611,196$17,534 ▼-0.3%13,1213.3%FinanceXLKTechnology Select Sector SPDR Fund$4,107,503$14,362 ▲0.4%30,0302.4%ETFBINCiShares Flexible Income Active ETF$3,922,697$66,185 ▼-1.7%75,5672.3%ETFAMDAdvanced Micro Devices$3,509,889$55,045 ▲1.6%15,9412.1%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$3,395,466$857,856 ▲33.8%41,0772.0%ETFIVEiShares S&P 500 Value ETF$2,578,916$851 ▲0.0%12,1221.5%ETFNVDANVIDIA$2,487,572$1,147 ▼0.0%731,0641.5%Computer and TechnologyVOVanguard Mid-Cap ETF$2,126,786$7,576 ▲0.4%7,2991.2%ETFVEAVanguard FTSE Developed Markets ETF$2,090,054$23,834 ▲1.2%32,0951.2%ETFPROSHARES TR$2,055,076$774,393 ▼-27.4%65,0551.2%SHORT QQQRSPInvesco S&P 500 Equal Weight ETF$1,955,191$7,369 ▲0.4%10,0821.1%ETFXLEEnergy Select Sector SPDR Fund$1,764,200$291,895 ▼-14.2%29,5611.0%ETFBBEUJPMorgan BetaBuilders Europe ETF$1,750,387$3,164 ▲0.2%23,7891.0%ETFXOMExxonMobil$1,650,153$100,306 ▲6.5%10,1011.0%EnergyVWOVanguard FTSE Emerging Markets ETF$1,618,412$41,750 ▲2.6%29,9650.9%ETFNETCloudflare$1,584,538$110,126 ▲7.5%7,4820.9%Computer and TechnologyCAVACAVA Group$1,455,754$6,160 ▲0.4%17,7250.9%Retail/WholesalePROSHARES TR$1,409,181$1,423,000 ▼-50.2%37,6280.8%SHORT S&P 500 NERDVYFirst Trust Rising Dividend Achievers ETF$1,346,551$1,047,518 ▲350.3%19,3720.8%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$1,303,900$22,571 ▲1.8%11,9580.8%FinanceVGKVanguard FTSE Europe ETF$1,266,418$16,337 ▲1.3%15,1160.7%ETFINVESCO QQQ TR$1,177,0000.0%2,0000.7%PUTEWZiShares MSCI Brazil ETF$1,149,820$1,233 ▼-0.1%29,8340.7%ETFEEMiShares MSCI Emerging Markets ETF$1,148,4820.0%20,1100.7%FinancePOWLPowell Industries$1,050,300$724,474 ▲222.3%5,6250.6%IndustrialsXLUUtilities Select Sector SPDR Fund$1,032,976$21,285 ▼-2.0%22,3730.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$1,013,608$795 ▼-0.1%8,9230.6%ManufacturingEPPiShares MSCI Pacific ex Japan ETF$1,011,332$27,922 ▲2.8%18,7980.6%FinanceIWMiShares Russell 2000 ETF$1,008,194$594,569 ▲143.7%3,9950.6%FinanceRWMProShares Short Russell2000$968,596$982,066 ▼-50.3%60,6890.6%ETFVANGUARD MALVERN FDS$964,751$23,593 ▼-2.4%18,9330.6%MULTI SECTORMUBiShares National Muni Bond ETF$847,211$33,424 ▼-3.8%7,9590.5%ETFVTIVanguard Total Stock Market ETF$845,8710.0%2,6010.5%ETFEPIWisdomTree India Earnings Fund$825,782$112,543 ▲15.8%20,0680.5%FinanceSOXXiShares Semiconductor ETF$789,710$120,435 ▲18.0%2,2950.5%ETFALLAllstate$722,592$166,688 ▲30.0%3,4680.4%FinanceAGXArgan$719,966$453,270 ▼-38.6%1,2580.4%ConstructionXLFFinancial Select Sector SPDR Fund$613,125$45,391 ▲8.0%12,2920.4%ETFKWEBKraneShares CSI China Internet ETF$589,496$6,782 ▲1.2%20,9490.3%ManufacturingVSTVistra$586,350$57,453 ▲10.9%3,8680.3%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$544,7500.0%5,0000.3%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$544,0500.0%6,7500.3%ETFTACKFairlead Tactical Sector ETF$536,597$2,788 ▼-0.5%17,5130.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$534,232$128,698 ▲31.7%8,3270.3%ManufacturingXMMOInvesco S&P MidCap Momentum ETF$518,2030.0%3,5130.3%ETFISHARES BITCOIN TRUST ETF$515,657$51,811 ▲11.2%13,0480.3%SHS BEN INTGOOGLAlphabet$503,982$150 ▲0.0%252,5310.3%Computer and TechnologyTSLATesla$493,948$84,677 ▲20.7%1,4000.3%Auto/Tires/TrucksCTRNCiti Trends$458,2000.0%10,0000.3%Retail/WholesaleFXIiShares China Large-Cap ETF$430,735$15,465 ▲3.7%12,1160.3%ETFTPLTexas Pacific Land$403,974$403,974 ▲New Holding9000.2%EnergyIVViShares Core S&P 500 ETF$386,5260.0%5840.2%ETFCAVA GROUP INC$386,011$49,278 ▼-11.3%4,7000.2%CALLBABoeing$372,586$53,075 ▲16.6%1,7550.2%AerospaceMSFTMicrosoft$341,558$46,610 ▲15.8%9160.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$335,641$4,239 ▼-1.2%11,0050.2%ETFGOOGAlphabet$332,4860.0%1,1170.2%Computer and TechnologyUBERUber Technologies$325,126$18,187 ▲5.9%4,5050.2%Computer and TechnologyXBISPDR S&P Biotech ETF$320,068$18,547 ▼-5.5%2,4850.2%ETFVTVVanguard Value ETF$305,267$305,267 ▲New Holding1,5430.2%ETFADPAutomatic Data Processing$304,058$304,058 ▲New Holding1,4880.2%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$299,623$47,955 ▲19.1%3,1240.2%FinanceJPMJPMorgan Chase & Co.$293,086$15,659 ▼-5.1%9920.2%FinanceBRK.BBerkshire Hathaway$278,366$16,683 ▼-5.7%5840.2%FinanceNB BANCORP INC$255,258$15,783 ▲6.6%11,6930.1%COMTAT&T$251,499$906 ▲0.4%8,8810.1%Computer and TechnologyJNJJohnson & Johnson$243,380$243,380 ▲New Holding1,0100.1%MedicalTERTeradyne$240,042$240,042 ▲New Holding7610.1%Computer and TechnologyCVXChevron$227,550$227,550 ▲New Holding1,1440.1%EnergyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$224,072$2,400 ▼-1.1%2,6140.1%ETFEDVVanguard Extended Duration Treasury ETF$220,0140.0%3,4000.1%ETFVZVerizon Communications$211,398$211,398 ▲New Holding4,3010.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$210,2570.0%4870.1%ETFTLYSTilly's$176,0000.0%40,0000.1%Retail/WholesaleFORTUNA MNG CORP$154,050$154,050 ▲New Holding15,0000.1%COM NEWDIREXION SHARES ETF TRUST$110,811$26,392 ▼-19.2%10,9710.1%DLY AVGO BEAR 1XGAUGaliano Gold$66,780$66,780 ▲New Holding26,5000.0%Basic MaterialsTDOCTeladoc Health$54,530$14,630 ▼-21.2%10,2500.0%MedicalDNNDenison Mine$54,1500.0%15,0000.0%Basic MaterialsCMCSAComcast$48,876$1,636 ▲3.5%21,6030.0%Consumer DiscretionaryVLOValero Energy$32,3740.0%32,3740.0%EnergyIQiQIYI$14,822$14,822 ▲New Holding11,1440.0%Computer and TechnologyENVOY MEDICAL INC$8,460$8,460 ▲New Holding12,0000.0%CL AVWOBVanguard Emerging Markets Government Bond ETF$0$1,583,517 ▼-100.0%00.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$0$1,378,322 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$276,969 ▼-100.0%00.0%CL AIRENIREN$0$213,500 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$206,830 ▼-100.0%00.0%Computer and TechnologyDIREXION SHS ETF TR$0$152,094 ▼-100.0%00.0%DAILY SEMICONDUCTIGRUP Fintech$0$104,400 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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