AIFG Consultants Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), AIFG Consultants Ltd. reported 48 stock positions worth $56.7 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 15.4% of the portfolio, followed by FT Core Investment Grade ETF (FTCB, 10.3%) and PIMCO Enhanced Low Duration (LDUR, 7.3%). Compared with Q2 2025, it opened 2 new positions, sold out of 5, added to 12 and reduced 30. The biggest buy was a new position in FT Core Investment Grade ETF (FTCB) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −11%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $56.7M (Q3 2025)
- SEC Filing
- 0001988547-25-000006 ↗ filed Oct 14, 2025
Holdings Value
Holdings 48 stocks · $56.7M
| GLDM SPDR Gold Minishares Trust | 15.42% | 114,374 | $8.7M | Reduce -11.3% |
| FTCB FT Core Investment Grade ETF | 10.31% | 274,515 | $5.8M | New |
| LDUR PIMCO Enhanced Low Duration | 7.29% | 43,030 | $4.1M | Add +2.9% |
| SPMO Invesco S&P 500 Momentum ETF | 6.39% | 29,961 | $3.6M | Reduce -7.8% |
| JEPI JPMorgan Equity Premium Inco | 4.39% | 43,578 | $2.5M | Reduce -7.5% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 4.25% | 47,712 | $2.4M | Add +12.7% |
| LMBS First Trust Low Duration Opp | 3.48% | 39,614 | $2.0M | Reduce -6.4% |
| IUS Invesco Rafi Strategic US Et | 3.13% | 32,196 | $1.8M | Reduce -6.7% |
| FLQM Franklin U.S. Mid Cap Multif | 2.99% | 30,087 | $1.7M | Reduce -6.8% |
| SDVY First Trust Smid Cap Rising | 2.99% | 44,604 | $1.7M | Reduce -8.0% |
| SPIB SS SPDR P Int C Corp. ETF | 2.52% | 42,229 | $1.4M | Reduce -6.7% |
| JMBS Janus Henderson Mortg Backed | 2.32% | 28,804 | $1.3M | Add +5.1% |
| VOO Vanguard S&P 500 ETF | 2.25% | 2,079 | $1.3M | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 1.70% | 18,976 | $963K | Add +2.0% |
| PAVE Global X US Infrastructure | 1.60% | 19,005 | $905K | Reduce -6.5% |
| IHDG Wisdomtree International Hed | 1.59% | 19,620 | $904K | Reduce -7.3% |
| NVDA Nvidia Corp. | 1.50% | 4,568 | $852K | Add +12.5% |
| JSCP JPMorgan Short Duration Core | 1.49% | 17,776 | $846K | Add +5.2% |
| XOM Exxon Mobil Corp. | 1.49% | 7,495 | $845K | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.42% | 14,598 | $808K | Reduce -0.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.27% | 5,088 | $718K | Reduce -11.3% |
| ELCV Eventide High Dividend ETF filed as STRATEGY SHS | 1.24% | 26,309 | $704K | Reduce -10.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.18% | 15,699 | $672K | Reduce -5.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.16% | 8,166 | $659K | Reduce -16.3% |
| GE General Electric filed as GE AEROSPACE | 1.03% | 1,943 | $584K | Reduce -0.9% |
| GMAY FT Vest U.S. Equity Moderate | 1.01% | 14,126 | $572K | Reduce -0.3% |
| ALL Allstate Corp. | 1.01% | 2,656 | $570K | Reduce -3.9% |
| GLD SPDR Gold Shares | 0.97% | 1,542 | $548K | Reduce -15.5% |
| GJUN FT Vest US Equity Moderate B | 0.94% | 13,700 | $533K | No change |
| MSFT Microsoft Corp. | 0.82% | 898 | $465K | Add +1.4% |
| FJUL FT Vest US Equity Buffer ETF | 0.75% | 7,724 | $423K | No change |
| MUB iShares National Muni Bond E | 0.73% | 3,887 | $414K | Reduce -21.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.71% | 9,288 | $403K | Reduce -6.8% |
| AVGO Broadcom Inc. | 0.69% | 1,183 | $390K | Add +2.1% |
| SLV iShares Silver Trust | 0.68% | 9,143 | $387K | Reduce -0.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.68% | 3,687 | $385K | Reduce -9.1% |
| SYY Sysco Corp. | 0.67% | 4,590 | $378K | No change |
| CVX Chevron Corp. | 0.65% | 2,377 | $369K | New |
| JPM JPMorgan Chase & Co. | 0.65% | 1,167 | $368K | Reduce -25.2% |
| ANET Arista Networks Inc. | 0.62% | 2,421 | $353K | Reduce -26.1% |
| AAPL Apple Inc. | 0.56% | 1,237 | $315K | Reduce -2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 6,065 | $313K | No change |
| GEV GE Vernova Inc. | 0.54% | 498 | $306K | Reduce -0.8% |
| BIBL Inspire 100 ETF | 0.52% | 6,695 | $297K | Reduce -51.3% |
| DTE DTE Energy Company | 0.52% | 2,100 | $297K | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.51% | 6,232 | $289K | Add +0.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.43% | 9,493 | $245K | Reduce -12.4% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 3,587 | $215K | Reduce -0.6% |
Portfolio Sells Q2 2025 → Q3 2025
| GLDM SPDR Gold Minishares Trust | Reduce -11.3% | 15.42% | −1.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -7.5% | 4.39% | −0.84 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -7.8% | 6.39% | −0.73 |
| SOVF Sovereign's Capital Flourish | Sold out | 0.00% | −0.71 |
| HES Hess Corp. | Sold out | 0.00% | −0.63 |
| LMBS First Trust Low Duration Opp | Reduce -6.4% | 3.48% | −0.59 |
| BIBL Inspire 100 ETF | Reduce -51.3% | 0.52% | −0.58 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.51 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -6.7% | 2.52% | −0.44 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.43 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -6.8% | 2.99% | −0.42 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.40 |
| SDVY First Trust Smid Cap Rising | Reduce -8.0% | 2.99% | −0.34 |
| IUS Invesco Rafi Strategic US Et | Reduce -6.7% | 3.13% | −0.33 |
| MUB iShares National Muni Bond E | Reduce -21.8% | 0.73% | −0.28 |
| IHDG Wisdomtree International Hed | Reduce -7.3% | 1.59% | −0.27 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -16.3% | 1.16% | −0.26 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -11.3% | 1.27% | −0.26 |
| JPM JPMorgan Chase & Co. | Reduce -25.2% | 0.65% | −0.23 |
| ELCV Eventide High Dividend ETF | Reduce -10.9% | 1.24% | −0.22 |
| PAVE Global X US Infrastructure | Reduce -6.5% | 1.60% | −0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.1% | 1.18% | −0.12 |
| GLD SPDR Gold Shares | Reduce -15.5% | 0.97% | −0.12 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -12.4% | 0.43% | −0.11 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -6.8% | 0.71% | −0.10 |
| ALL Allstate Corp. | Reduce -3.9% | 1.01% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.1% | 0.68% | −0.07 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -0.3% | 1.01% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.2% | 1.42% | −0.07 |
| ANET Arista Networks Inc. | Reduce -26.1% | 0.62% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 0.38% | −0.02 |
| GEV GE Vernova Inc. | Reduce -0.8% | 0.54% | +0.02 |
| GE General Electric | Reduce -0.9% | 1.03% | +0.05 |
| AAPL Apple Inc. | Reduce -2.8% | 0.56% | +0.05 |
| SLV iShares Silver Trust | Reduce -0.0% | 0.68% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| FTCB FT Core Investment Grade ETF | New | 10.31% | +10.31 |
| CVX Chevron Corp. | New | 0.65% | +0.65 |
| NVDA Nvidia Corp. | Add +12.5% | 1.50% | +0.25 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +12.7% | 4.25% | +0.11 |
| AVGO Broadcom Inc. | Add +2.1% | 0.69% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 0.51% | −0.01 |
| DTE DTE Energy Company | Add +0.1% | 0.52% | −0.02 |
| MSFT Microsoft Corp. | Add +1.4% | 0.82% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 2.25% | −0.06 |
| JSCP JPMorgan Short Duration Core | Add +5.2% | 1.49% | −0.07 |
| XOM Exxon Mobil Corp. | Add +0.3% | 1.49% | −0.08 |
| JMBS Janus Henderson Mortg Backed | Add +5.1% | 2.32% | −0.09 |
| JPST JPMorgan Ultra-Short Income | Add +2.0% | 1.70% | −0.14 |
| LDUR PIMCO Enhanced Low Duration | Add +2.9% | 7.29% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 54 | $58.2M | GLDM, FTCB, LDUR, SPMO, SMMU |
| Q3 2025 | 48 | $56.7M | GLDM, FTCB, LDUR, SPMO, JEPI |
| Q2 2025 | 51 | $51.3M | GLDM, LDUR, SPMO, JEPI, SMMU |
| Q1 2025 | 50 | $60.7M | GLDM, LDUR, JEPI, SPTM, SPMO |
| Q4 2024 | 51 | $61.3M | GLDM, LDUR, SPTM, JEPI, SDVY |
| Q3 2024 | 51 | $131.7M | SPAB, SPTM, QQEW, JEPI, GFEB |
| Q2 2024 | 45 | $134.5M | SPAB, SPTM, QQEW, JEPI, GFEB |
| Q1 2024 | 45 | $138.8M | SPTM, SPAB, QQEW, JEPI, GFEB |