Afg Fiduciary Services Limited Partnership
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Afg Fiduciary Services Limited Partnership reported 90 stock positions worth $169.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.0% of the portfolio, followed by Pgim Ultra Short Bond ETF (PULS, 7.5%) and PIMCO Enhanced Short Maturit (MINT, 5.8%). Compared with Q4 2025, it opened 11 new positions, sold out of 7, added to 42 and reduced 24. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +63%) and the biggest sale an exit from Vanguard Emerg MKTS Gov BND (VWOB).
- Most Recent 13F
- Q2 2026
- Location
- HINGHAM, MA
- CIK
- 0001907820
- Portfolio Value
- $169.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000545 ↗ filed Apr 8, 2026
Holdings Value
Holdings 90 stocks · $169.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 17.97% | 481,472 | $30.5M | Add +0.1% |
| PULS Pgim Ultra Short Bond ETF | 7.48% | 255,779 | $12.7M | Add +5.4% |
| MINT PIMCO Enhanced Short Maturit | 5.75% | 97,141 | $9.8M | Add +1.9% |
| TLT iShares 20+ Year Treasury BD | 4.45% | 87,125 | $7.5M | Add +63.4% |
| IJH iShares Core S&P Midcap ETF | 4.18% | 103,518 | $7.1M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 4.18% | 1,816,391 | $7.1M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 3.67% | 49,338 | $6.2M | Add +9.3% |
| AAPL Apple Inc. | 3.46% | 4,641,303 | $5.9M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.40% | 9,787 | $5.8M | Reduce -12.0% |
| GLD SPDR Gold Shares | 3.31% | 13,121 | $5.6M | Reduce -0.3% |
| XLK SS Technology Select Sector | 2.42% | 30,030 | $4.1M | Add +0.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.31% | 75,567 | $3.9M | Reduce -1.7% |
| AMD Advanced Micro Devices | 2.07% | 15,941 | $3.5M | Add +1.6% |
| XLP SS Consumer Staples Sel Sect | 2.00% | 41,077 | $3.4M | Add +33.8% |
| IVE iShares S&P 500 Value ETF | 1.52% | 12,122 | $2.6M | Add +0.0% |
| NVDA Nvidia Corp. | 1.47% | 731,064 | $2.5M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.25% | 7,299 | $2.1M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 1.23% | 32,095 | $2.1M | Add +1.1% |
| PSQ Proshares Short QQQ | 1.21% | 65,055 | $2.1M | Reduce -27.4% |
| RSP Invesco S&P 500 Equal Weight | 1.15% | 10,082 | $2.0M | Add +0.4% |
| XLE SS Energy Select Sector | 1.04% | 29,561 | $1.8M | Reduce -14.2% |
| BBEU JPMorgan Betabuilders Europe | 1.03% | 23,789 | $1.8M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.97% | 10,101 | $1.7M | Add +6.5% |
| VWO Vanguard Ftse Emerging Marke | 0.95% | 29,965 | $1.6M | Add +2.6% |
| NET Cloudflare Inc. Class A | 0.93% | 7,482 | $1.6M | Add +7.5% |
| CAVA Cava Group Inc. | 0.86% | 17,725 | $1.5M | Add +0.4% |
| SH Proshares Short S&P500 | 0.83% | 37,628 | $1.4M | Reduce -50.2% |
| RDVY First Trust Rising Dividend | 0.79% | 19,372 | $1.3M | Add +350.3% |
| XLY SS Consumer Disc Select Sect | 0.77% | 11,958 | $1.3M | Add +1.8% |
| VGK Vanguard Ftse Europe ETF | 0.75% | 15,116 | $1.3M | Add +1.3% |
| EWZ iShares MSCI Brazil ETF | 0.68% | 29,834 | $1.1M | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 0.68% | 20,110 | $1.1M | No change |
| POWL Powell Industries Inc. | 0.62% | 5,625 | $1.1M | Add +222.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.61% | 22,373 | $1.0M | Reduce -2.0% |
| AIRR First Trust Rba American Ind | 0.60% | 8,923 | $1.0M | Reduce -0.1% |
| EPP iShares MSCI Pacific Ex Japa | 0.60% | 18,798 | $1.0M | Add +2.8% |
| IWM iShares Russell 2000 ETF | 0.59% | 3,995 | $1.0M | Add +143.8% |
| RWM Proshares Short RUSSELL2000 | 0.57% | 60,689 | $969K | Reduce -50.4% |
| VGMS Vanguard Multi-Sector | 0.57% | 18,933 | $965K | Reduce -2.4% |
| MUB iShares National Muni Bond E | 0.50% | 7,959 | $847K | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 2,601 | $846K | No change |
| EPI Wisdomtree India Earnings | 0.49% | 20,068 | $826K | Add +15.8% |
| SOXX iShares Semiconductor ETF | 0.47% | 2,295 | $790K | Add +18.0% |
| ALL Allstate Corp. | 0.43% | 3,468 | $723K | Add +30.0% |
| AGX Argan Inc. | 0.42% | 1,258 | $720K | Reduce -38.6% |
| XLF SS Financial Select Sector | 0.36% | 12,292 | $613K | Add +8.0% |
| KWEB Kranesh Csi China Internet | 0.35% | 20,949 | $589K | Add +1.2% |
| VST Vistra Corp. | 0.35% | 3,868 | $586K | Add +10.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.32% | 5,000 | $545K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.32% | 6,750 | $544K | No change |
| TACK Fairlead Tactical Sector ETF | 0.32% | 17,513 | $537K | Reduce -0.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 8,327 | $534K | Add +31.7% |
| XMMO Invesco S&P Midcap Momentum | 0.31% | 3,513 | $518K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 13,048 | $516K | Add +11.2% |
| GOOGL Alphabet Inc. Class A | 0.30% | 252,531 | $504K | Add +0.0% |
| TSLA Tesla Inc. | 0.29% | 1,400 | $494K | Add +20.7% |
| CTRN Citi Trends Inc. | 0.27% | 10,000 | $458K | No change |
| FXI iShares China Large-Cap ETF | 0.25% | 12,116 | $431K | Add +3.7% |
| TPL Texas Pacific Land Corp. | 0.24% | 900 | $404K | New |
| IVV iShares Core S&P 500 ETF | 0.23% | 584 | $387K | No change |
| BA The Boeing Co. | 0.22% | 1,755 | $373K | Add +16.6% |
| MSFT Microsoft Corp. | 0.20% | 916 | $342K | Add +15.8% |
| PFF iShares Preferred & Income S | 0.20% | 11,005 | $336K | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,117 | $332K | No change |
| UBER Uber Technologies Inc. | 0.19% | 4,505 | $325K | Add +5.9% |
| XBI SS SPDR S&P Biotech ETF | 0.19% | 2,485 | $320K | Reduce -5.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,543 | $305K | New |
| ADP Automatic Data Processing | 0.18% | 1,488 | $304K | New |
| JNK SS SPDR BB High Yield Bond | 0.18% | 3,124 | $300K | Add +19.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 992 | $293K | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 584 | $278K | Reduce -5.7% |
| NBBK NB Bancorp Inc. | 0.15% | 11,693 | $255K | Add +6.6% |
| T AT&T Inc. | 0.15% | 8,881 | $251K | Add +0.4% |
| JNJ Johnson & Johnson | 0.14% | 1,010 | $243K | New |
| TER Teradyne Inc. | 0.14% | 761 | $240K | New |
| CVX Chevron Corp. | 0.13% | 1,144 | $228K | New |
| GSEW Goldman Sachs Eql WGHT Large | 0.13% | 2,614 | $224K | Reduce -1.1% |
| EDV Vanguard Extended Dur Treas | 0.13% | 3,400 | $220K | No change |
| VZ Verizon Communications Inc. | 0.12% | 4,301 | $211K | New |
| IWF iShares Russell 1000 Growth | 0.12% | 487 | $210K | No change |
| TLYS Tilly's Inc. Class A SHRS | 0.10% | 40,000 | $176K | No change |
| FSM Fortuna Mining Corp. | 0.09% | 15,000 | $154K | New |
| AVS Dire DLY Avgo Bea 1X ETF-Usd | 0.07% | 10,971 | $111K | Reduce -19.2% |
| GAU Galiano Gold Inc. | 0.04% | 26,500 | $67K | New |
| TDOC Teladoc Health Inc. | 0.03% | 10,250 | $55K | Reduce -21.1% |
| DNN Denison Mines Corp. | 0.03% | 15,000 | $54K | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 21,603 | $49K | Add +3.5% |
| VLO Valero Energy Corp. | 0.02% | 32,374 | $32K | No change |
| IQ Iqiyi Inc.-ADR | 0.01% | 11,144 | $15K | New |
| COCH Envoy Medical Inc. | 0.01% | 12,000 | $8K | New |
Options reported separately and not counted above: INVESCO QQQ TR puts ($1.2M), CAVA GROUP INC calls ($386K).
Portfolio Sells Q4 2025 → Q1 2026
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.95 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.83 |
| SH Proshares Short S&P500 | Reduce -50.2% | 0.83% | −0.80 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.0% | 3.40% | −0.68 |
| RWM Proshares Short RUSSELL2000 | Reduce -50.4% | 0.57% | −0.62 |
| PSQ Proshares Short QQQ | Reduce -27.4% | 1.21% | −0.41 |
| AAPL Apple Inc. | Reduce -0.0% | 3.46% | −0.24 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.17 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.13 |
| NVDA Nvidia Corp. | Reduce -0.1% | 1.47% | −0.13 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.12 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -1.7% | 2.31% | −0.11 |
| DIREXION DAILY SEMI BEAR 3X | Sold out | 0.00% | −0.09 |
| TIGR Up Fintech Holding Ltd. - ADR | Sold out | 0.00% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -3.8% | 0.50% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 0.17% | −0.03 |
| VGMS Vanguard Multi-Sector | Reduce -2.4% | 0.57% | −0.03 |
| TDOC Teladoc Health Inc. | Reduce -21.1% | 0.03% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 0.16% | −0.02 |
| AVS Dire DLY Avgo Bea 1X ETF-Usd | Reduce -19.2% | 0.07% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -1.3% | 0.20% | −0.01 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -1.1% | 0.13% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Reduce -5.5% | 0.19% | −0.00 |
| TACK Fairlead Tactical Sector ETF | Reduce -0.5% | 0.32% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 4.18% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.0% | 0.61% | +0.02 |
| AGX Argan Inc. | Reduce -38.6% | 0.42% | +0.02 |
| AIRR First Trust Rba American Ind | Reduce -0.1% | 0.60% | +0.06 |
| XLE SS Energy Select Sector | Reduce -14.2% | 1.04% | +0.10 |
| EWZ iShares MSCI Brazil ETF | Reduce -0.1% | 0.68% | +0.10 |
| GLD SPDR Gold Shares | Reduce -0.3% | 3.31% | +0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| TLT iShares 20+ Year Treasury BD | Add +63.4% | 4.45% | +1.68 |
| RDVY First Trust Rising Dividend | Add +350.3% | 0.79% | +0.61 |
| XLP SS Consumer Staples Sel Sect | Add +33.8% | 2.00% | +0.58 |
| IJR iShares Core S&P Small-Cap E | Add +9.3% | 3.67% | +0.39 |
| IWM iShares Russell 2000 ETF | Add +143.8% | 0.59% | +0.35 |
| XOM Exxon Mobil Corp. | Add +6.5% | 0.97% | +0.28 |
| PULS Pgim Ultra Short Bond ETF | Add +5.4% | 7.48% | +0.27 |
| POWL Powell Industries Inc. | Add +222.3% | 0.62% | +0.25 |
| TPL Texas Pacific Land Corp. | New | 0.24% | +0.24 |
| CAVA Cava Group Inc. | Add +0.4% | 0.86% | +0.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.18% | +0.18 |
| ADP Automatic Data Processing | New | 0.18% | +0.18 |
| JNJ Johnson & Johnson | New | 0.14% | +0.14 |
| TER Teradyne Inc. | New | 0.14% | +0.14 |
| CVX Chevron Corp. | New | 0.13% | +0.13 |
| VZ Verizon Communications Inc. | New | 0.12% | +0.12 |
| NET Cloudflare Inc. Class A | Add +7.5% | 0.93% | +0.12 |
| ALL Allstate Corp. | Add +30.0% | 0.43% | +0.10 |
| SOXX iShares Semiconductor ETF | Add +18.0% | 0.47% | +0.10 |
| FSM Fortuna Mining Corp. | New | 0.09% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +31.7% | 0.32% | +0.05 |
| GAU Galiano Gold Inc. | New | 0.04% | +0.04 |
| EPP iShares MSCI Pacific Ex Japa | Add +2.8% | 0.60% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 1.23% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +1.9% | 5.75% | +0.03 |
| JNK SS SPDR BB High Yield Bond | Add +19.1% | 0.18% | +0.02 |
| NBBK NB Bancorp Inc. | Add +6.6% | 0.15% | +0.02 |
| T AT&T Inc. | Add +0.4% | 0.15% | +0.02 |
| BA The Boeing Co. | Add +16.6% | 0.22% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +3.5% | 0.03% | +0.01 |
| IQ Iqiyi Inc.-ADR | New | 0.01% | +0.01 |
| COCH Envoy Medical Inc. | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.30% | +0.00 |
| EPI Wisdomtree India Earnings | Add +15.8% | 0.49% | +0.00 |
| VST Vistra Corp. | Add +10.9% | 0.35% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.6% | 0.95% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 1.15% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +1.3% | 0.75% | −0.01 |
| XLF SS Financial Select Sector | Add +8.0% | 0.36% | −0.01 |
| TSLA Tesla Inc. | Add +20.7% | 0.29% | −0.01 |
| UBER Uber Technologies Inc. | Add +5.9% | 0.19% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 1.25% | −0.02 |
| BBEU JPMorgan Betabuilders Europe | Add +0.2% | 1.03% | −0.02 |
| IVE iShares S&P 500 Value ETF | Add +0.0% | 1.52% | −0.02 |
| MSFT Microsoft Corp. | Add +15.8% | 0.20% | −0.02 |
| FXI iShares China Large-Cap ETF | Add +3.7% | 0.25% | −0.02 |
| AMD Advanced Micro Devices | Add +1.6% | 2.07% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +11.2% | 0.30% | −0.05 |
| XLY SS Consumer Disc Select Sect | Add +1.8% | 0.77% | −0.06 |
| KWEB Kranesh Csi China Internet | Add +1.2% | 0.35% | −0.09 |
Options Activity Q4 2025 → Q1 2026
| CAVA GROUP INC | call | Reduce -11.3% | 4,700 | $386K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |