Afg Fiduciary Services Limited Partnership
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Afg Fiduciary Services Limited Partnership reported 86 stock positions worth $167.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.7% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 7.2%) and PIMCO Enhanced Short Maturit (MINT, 5.7%). Compared with Q3 2025, it opened 4 new positions, sold out of 8, added to 20 and reduced 45. The biggest buy was Apple (AAPL, shares +79637%) and the biggest sale Proshares Short RUSSELL2000 (RWM, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- HINGHAM, MA
- CIK
- 0001907820
- Portfolio Value
- $167.0M (Q4 2025)
- SEC Filing
- 0001951757-26-000003 ↗ filed Jan 6, 2026
Holdings Value
Holdings 86 stocks · $167.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 18.70% | 480,984 | $31.2M | Add +6.1% |
| PULS Pgim Ultra Short Bond ETF | 7.21% | 242,701 | $12.0M | Add +8.2% |
| MINT PIMCO Enhanced Short Maturit | 5.73% | 95,314 | $9.6M | Add +2.3% |
| AMZN Amazon.com Inc. | 4.33% | 1,815,577 | $7.2M | Add +6076.1% |
| IJH iShares Core S&P Midcap ETF | 4.17% | 104,152 | $7.0M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 4.08% | 11,122 | $6.8M | Reduce -5.4% |
| AAPL Apple Inc. | 3.70% | 4,642,260 | $6.2M | Add +79636.5% |
| IJR iShares Core S&P Small-Cap E | 3.28% | 45,119 | $5.5M | Reduce -4.6% |
| GLD SPDR Gold Shares | 3.14% | 13,162 | $5.2M | Reduce -3.6% |
| TLT iShares 20+ Year Treasury BD | 2.78% | 53,325 | $4.6M | Reduce -24.0% |
| XLK SS Technology Select Sector | 2.59% | 29,925 | $4.3M | Reduce -3.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.43% | 76,842 | $4.1M | Add +3.7% |
| AMD Advanced Micro Devices | 2.10% | 15,691 | $3.5M | Reduce -21.4% |
| SH Proshares Short S&P500 | 1.63% | 75,625 | $2.7M | Reduce -42.4% |
| PSQ Proshares Short QQQ | 1.62% | 89,569 | $2.7M | Reduce -37.0% |
| NVDA Nvidia Corp. | 1.59% | 731,401 | $2.7M | Add +6006.2% |
| IVE iShares S&P 500 Value ETF | 1.54% | 12,118 | $2.6M | Reduce -6.9% |
| XLP SS Consumer Staples Sel Sect | 1.43% | 30,699 | $2.4M | Add +3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.27% | 7,273 | $2.1M | Reduce -10.1% |
| VEA Vanguard Ftse Developed ETF | 1.20% | 31,729 | $2.0M | Reduce -7.5% |
| RWM Proshares Short RUSSELL2000 | 1.19% | 122,222 | $2.0M | Reduce -53.0% |
| RSP Invesco S&P 500 Equal Weight | 1.16% | 10,044 | $1.9M | Reduce -4.1% |
| BBEU JPMorgan Betabuilders Europe | 1.05% | 23,746 | $1.8M | Reduce -5.8% |
| VWO Vanguard Ftse Emerging Marke | 0.96% | 29,192 | $1.6M | Reduce -12.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.95% | 23,477 | $1.6M | Add +4.1% |
| XLE SS Energy Select Sector | 0.94% | 34,452 | $1.6M | Add +2.6% |
| XLY SS Consumer Disc Select Sect | 0.83% | 11,751 | $1.4M | Reduce -1.6% |
| CWB SS SPDR BB Conv Sec ETF | 0.83% | 15,222 | $1.4M | Reduce -17.6% |
| NET Cloudflare Inc. Class A | 0.82% | 6,962 | $1.4M | Add +12.6% |
| VGK Vanguard Ftse Europe ETF | 0.76% | 14,921 | $1.3M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.70% | 9,487 | $1.2M | Reduce -1.7% |
| EEM iShares MSCI Emerging Market | 0.68% | 20,110 | $1.1M | No change |
| CAVA Cava Group Inc. | 0.64% | 17,650 | $1.1M | Reduce -9.3% |
| VGMS Vanguard Multi-Sector | 0.60% | 19,396 | $1.0M | Add +1.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.59% | 22,834 | $986K | Reduce -3.6% |
| EWZ iShares MSCI Brazil ETF | 0.58% | 29,866 | $962K | Reduce -10.5% |
| EPP iShares MSCI Pacific Ex Japa | 0.56% | 18,279 | $935K | Reduce -2.8% |
| AIRR First Trust Rba American Ind | 0.54% | 8,930 | $907K | Reduce -20.6% |
| MUB iShares National Muni Bond E | 0.53% | 8,273 | $887K | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 2,601 | $875K | Reduce -3.6% |
| EPI Wisdomtree India Earnings | 0.49% | 17,333 | $812K | Reduce -6.1% |
| KWEB Kranesh Csi China Internet | 0.44% | 20,708 | $738K | Reduce -20.5% |
| AGX Argan Inc. | 0.40% | 2,050 | $668K | Reduce -20.1% |
| XLF SS Financial Select Sector | 0.37% | 11,382 | $625K | No change |
| POWL Powell Industries Inc. | 0.37% | 1,745 | $615K | Reduce -16.4% |
| SOXX iShares Semiconductor ETF | 0.37% | 1,945 | $610K | Reduce -28.5% |
| IBIT iShares Bitcoin Trust ETF | 0.36% | 11,737 | $598K | Reduce -10.1% |
| VST Vistra Corp. | 0.35% | 3,489 | $576K | Add +7.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.33% | 5,000 | $551K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.33% | 6,750 | $545K | No change |
| ALL Allstate Corp. | 0.33% | 2,668 | $544K | No change |
| TACK Fairlead Tactical Sector ETF | 0.32% | 17,604 | $529K | Reduce -7.0% |
| TSLA Tesla Inc. | 0.30% | 1,160 | $508K | Reduce -11.4% |
| XMMO Invesco S&P Midcap Momentum | 0.30% | 3,513 | $493K | No change |
| GOOGL Alphabet Inc. Class A | 0.30% | 252,456 | $493K | Add +30724.9% |
| FXI iShares China Large-Cap ETF | 0.28% | 11,681 | $465K | Reduce -15.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 6,321 | $447K | Reduce -11.1% |
| CTRN Citi Trends Inc. | 0.25% | 10,000 | $415K | No change |
| IWM iShares Russell 2000 ETF | 0.24% | 1,639 | $408K | No change |
| IVV iShares Core S&P 500 ETF | 0.24% | 584 | $401K | No change |
| MSFT Microsoft Corp. | 0.22% | 791 | $374K | No change |
| UBER Uber Technologies Inc. | 0.21% | 4,253 | $352K | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,117 | $352K | No change |
| PFF iShares Preferred & Income S | 0.21% | 11,144 | $348K | Add +1.8% |
| BA The Boeing Co. | 0.21% | 1,505 | $343K | Reduce -14.3% |
| JPM JPMorgan Chase & Co. | 0.20% | 1,045 | $340K | Reduce -5.9% |
| XBI SS SPDR S&P Biotech ETF | 0.19% | 2,629 | $319K | Reduce -12.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 619 | $308K | No change |
| RDVY First Trust Rising Dividend | 0.18% | 4,302 | $302K | Reduce -1.3% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 1,650 | $277K | No change |
| JNK SS SPDR BB High Yield Bond | 0.15% | 2,624 | $255K | Add +23.5% |
| IWF iShares Russell 1000 Growth | 0.14% | 487 | $230K | No change |
| GSEW Goldman Sachs Eql WGHT Large | 0.14% | 2,642 | $227K | No change |
| EDV Vanguard Extended Dur Treas | 0.13% | 3,400 | $220K | Reduce -41.4% |
| T AT&T Inc. | 0.13% | 8,849 | $217K | Reduce -6.8% |
| NBBK NB Bancorp Inc. | 0.13% | 10,970 | $214K | Add +9.7% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.13% | 5,000 | $214K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 318 | $207K | Reduce -8.6% |
| DIREXION DAILY SEMI BEAR 3X | 0.09% | 55,307 | $152K | Add +3.9% |
| AVS Dire DLY Avgo Bea 1X ETF-Usd | 0.08% | 13,584 | $128K | New |
| TIGR Up Fintech Holding Ltd. - ADR | 0.06% | 10,000 | $104K | Reduce -14.9% |
| TDOC Teladoc Health Inc. | 0.05% | 13,000 | $92K | New |
| TLYS Tilly's Inc. Class A SHRS | 0.05% | 40,000 | $81K | Add +100.0% |
| DNN Denison Mines Corp. | 0.03% | 15,000 | $45K | No change |
| VLO Valero Energy Corp. | 0.02% | 32,374 | $32K | New |
| CMCSA Comcast Corp. Class A | 0.02% | 20,880 | $29K | New |
Options reported separately and not counted above: INVESCO QQQ TR puts ($1.2M), CAVA GROUP INC calls ($321K).
Portfolio Sells Q3 2025 → Q4 2025
| RWM Proshares Short RUSSELL2000 | Reduce -53.0% | 1.19% | −1.35 |
| SH Proshares Short S&P500 | Reduce -42.4% | 1.63% | −1.18 |
| PSQ Proshares Short QQQ | Reduce -37.0% | 1.62% | −0.93 |
| TLT iShares 20+ Year Treasury BD | Reduce -24.0% | 2.78% | −0.86 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.25 |
| KWEB Kranesh Csi China Internet | Reduce -20.5% | 0.44% | −0.20 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.18 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.17 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -17.6% | 0.83% | −0.15 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.1% | 0.36% | −0.15 |
| XMTR Xometry Inc. Class A | Sold out | 0.00% | −0.13 |
| UTI Universal Technical Institut | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.12 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.1% | 1.27% | −0.10 |
| EDV Vanguard Extended Dur Treas | Reduce -41.4% | 0.13% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -12.2% | 0.96% | −0.09 |
| AIRR First Trust Rba American Ind | Reduce -20.6% | 0.54% | −0.09 |
| INVESTMENT MANAGERS SER TR I | Sold out | 0.00% | −0.08 |
| SOXX iShares Semiconductor ETF | Reduce -28.5% | 0.37% | −0.07 |
| CAVA Cava Group Inc. | Reduce -9.3% | 0.64% | −0.06 |
| FXI iShares China Large-Cap ETF | Reduce -15.6% | 0.28% | −0.05 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -11.1% | 0.27% | −0.05 |
| TSLA Tesla Inc. | Reduce -11.4% | 0.30% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -5.5% | 0.21% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.4% | 4.08% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -6.9% | 1.54% | −0.02 |
| T AT&T Inc. | Reduce -6.8% | 0.13% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -8.6% | 0.12% | −0.02 |
| EWZ iShares MSCI Brazil ETF | Reduce -10.5% | 0.58% | −0.02 |
| AGX Argan Inc. | Reduce -20.1% | 0.40% | −0.02 |
| POWL Powell Industries Inc. | Reduce -16.4% | 0.37% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.6% | 0.59% | −0.02 |
| BA The Boeing Co. | Reduce -14.3% | 0.21% | −0.01 |
| TACK Fairlead Tactical Sector ETF | Reduce -7.0% | 0.32% | −0.01 |
| TIGR Up Fintech Holding Ltd. - ADR | Reduce -14.9% | 0.06% | −0.01 |
| EPP iShares MSCI Pacific Ex Japa | Reduce -2.8% | 0.56% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -1.6% | 0.83% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.5% | 1.20% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.1% | 1.16% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -5.9% | 0.20% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.6% | 3.28% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 0.52% | +0.01 |
| EPI Wisdomtree India Earnings | Reduce -6.1% | 0.49% | +0.01 |
| RDVY First Trust Rising Dividend | Reduce -1.3% | 0.18% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -12.7% | 0.19% | +0.01 |
| BBEU JPMorgan Betabuilders Europe | Reduce -5.8% | 1.05% | +0.02 |
| XLK SS Technology Select Sector | Reduce -3.0% | 2.59% | +0.04 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.4% | 0.76% | +0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.70% | +0.07 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +79636.5% | 3.70% | +2.83 |
| PULS Pgim Ultra Short Bond ETF | Add +8.2% | 7.21% | +0.74 |
| AMZN Amazon.com Inc. | Add +6076.1% | 4.33% | +0.56 |
| MINT PIMCO Enhanced Short Maturit | Add +2.3% | 5.73% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.1% | 18.70% | +0.29 |
| NVDA Nvidia Corp. | Add +6006.2% | 1.59% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +30724.9% | 0.30% | +0.18 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +3.7% | 2.43% | +0.14 |
| AVS Dire DLY Avgo Bea 1X ETF-Usd | New | 0.08% | +0.08 |
| XLP SS Consumer Staples Sel Sect | Add +3.1% | 1.43% | +0.07 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +4.1% | 0.95% | +0.07 |
| XLE SS Energy Select Sector | Add +2.6% | 0.94% | +0.07 |
| TDOC Teladoc Health Inc. | New | 0.05% | +0.05 |
| NET Cloudflare Inc. Class A | Add +12.6% | 0.82% | +0.04 |
| JNK SS SPDR BB High Yield Bond | Add +23.5% | 0.15% | +0.03 |
| VGMS Vanguard Multi-Sector | Add +1.6% | 0.60% | +0.03 |
| NBBK NB Bancorp Inc. | Add +9.7% | 0.13% | +0.03 |
| TLYS Tilly's Inc. Class A SHRS | Add +100.0% | 0.05% | +0.02 |
| MUB iShares National Muni Bond E | Add +0.8% | 0.53% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| CMCSA Comcast Corp. Class A | New | 0.02% | +0.02 |
| PFF iShares Preferred & Income S | Add +1.8% | 0.21% | +0.01 |
| VST Vistra Corp. | Add +7.4% | 0.35% | −0.04 |
| DIREXION DAILY SEMI BEAR 3X | Add +3.9% | 0.09% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $127.0M | SPY, PULS, MINT, IJR, AMD |
| Q1 2026 | 90 | $169.5M | SPY, PULS, MINT, TLT, IJH |
| Q4 2025 | 86 | $167.0M | SPY, PULS, MINT, AMZN, IJH |
| Q3 2025 | 90 | $172.1M | SPY, PULS, MINT, QQQ, IJH |
| Q2 2025 | 84 | $155.2M | SPY, PULS, MINT, IJH, AMZN |
| Q1 2025 | 70 | $136.1M | SPY, PULS, MINT, QQQ, TLT |
| Q4 2024 | 71 | $140.4M | SPY, MINT, IJH, AMZN, QQQ |
| Q3 2024 | 75 | $148.1M | SPY, TLT, MINT, IJH, AMZN |
| Q2 2024 | 74 | $143.0M | SPY, TLT, MINT, IJH, QQQ |
| Q1 2024 | 83 | $135.2M | SPY, TLT, IJH, QQQ, AMZN |