AIFG Consultants Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), AIFG Consultants Ltd. reported 54 stock positions worth $58.2 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 16.0% of the portfolio, followed by FT Core Investment Grade ETF (FTCB, 12.1%) and PIMCO Enhanced Low Duration (LDUR, 7.1%). Compared with Q3 2025, it opened 9 new positions, sold out of 3, added to 14 and reduced 27. The biggest buy was a new position in Franklin Systematic Style PR (FLSP) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −88%).
- Most Recent 13F
- Q4 2025
- Location
- HALFMOON, NY
- CIK
- 0001988547
- Portfolio Value
- $58.2M (Q4 2025)
- SEC Filing
- 0001988547-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 54 stocks · $58.2M
| GLDM SPDR Gold Minishares Trust | 16.02% | 109,299 | $9.3M | Reduce -4.4% |
| FTCB FT Core Investment Grade ETF | 12.13% | 332,811 | $7.1M | Add +21.2% |
| LDUR PIMCO Enhanced Low Duration | 7.08% | 42,954 | $4.1M | Reduce -0.2% |
| SPMO Invesco S&P 500 Momentum ETF | 5.60% | 27,328 | $3.3M | Reduce -8.8% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 4.27% | 49,332 | $2.5M | Add +3.4% |
| IUS Invesco Rafi Strategic US Et | 3.58% | 36,446 | $2.1M | Add +13.2% |
| FLQM Franklin U.S. Mid Cap Multif | 3.48% | 36,011 | $2.0M | Add +19.7% |
| FLSP Franklin Systematic Style PR | 3.47% | 75,175 | $2.0M | New |
| SDVY First Trust Smid Cap Rising | 3.26% | 49,581 | $1.9M | Add +11.2% |
| JMBS Janus Henderson Mortg Backed | 2.54% | 32,394 | $1.5M | Add +12.5% |
| LMBS First Trust Low Duration Opp | 2.44% | 28,429 | $1.4M | Reduce -28.2% |
| JPST JPMorgan Ultra-Short Income | 2.23% | 25,631 | $1.3M | Add +35.1% |
| VOO Vanguard S&P 500 ETF | 2.07% | 1,923 | $1.2M | Reduce -7.5% |
| DDWM Wisdomtree DY Inter Eq FD-US | 1.86% | 24,907 | $1.1M | New |
| JSCP JPMorgan Short Duration Core | 1.64% | 20,096 | $956K | Add +13.1% |
| PAVE Global X US Infrastructure | 1.58% | 19,194 | $917K | Add +1.0% |
| XOM Exxon Mobil Corp. | 1.46% | 7,089 | $853K | Reduce -5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.41% | 14,414 | $819K | Reduce -1.3% |
| ELCV Eventide High Dividend ETF filed as STRATEGY SHS | 1.38% | 30,181 | $801K | Add +14.7% |
| GE General Electric filed as GE AEROSPACE | 1.12% | 2,126 | $655K | Add +9.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.04% | 13,603 | $604K | Reduce -13.3% |
| GLD SPDR Gold Shares | 1.02% | 1,492 | $591K | Reduce -3.2% |
| NVDA Nvidia Corp. | 0.99% | 3,091 | $576K | Reduce -32.3% |
| ALL Allstate Corp. | 0.95% | 2,656 | $553K | No change |
| GJUN FT Vest US Equity Moderate B | 0.93% | 13,700 | $543K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.91% | 3,731 | $530K | Reduce -26.7% |
| GMAY FT Vest U.S. Equity Moderate | 0.90% | 12,703 | $525K | Reduce -10.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.90% | 6,322 | $522K | Reduce -22.6% |
| AVGO Broadcom Inc. | 0.82% | 1,373 | $475K | Add +16.1% |
| MSFT Microsoft Corp. | 0.74% | 886 | $428K | Reduce -1.3% |
| ANET Arista Networks Inc. | 0.71% | 3,171 | $415K | Add +31.0% |
| MUB iShares National Muni Bond E | 0.68% | 3,722 | $399K | Reduce -4.2% |
| SLV iShares Silver Trust | 0.65% | 5,864 | $378K | Reduce -35.9% |
| CVX Chevron Corp. | 0.62% | 2,377 | $362K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.62% | 3,371 | $360K | Reduce -8.6% |
| GEV GE Vernova Inc. | 0.61% | 542 | $354K | Add +8.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 6,672 | $340K | New |
| FJUL FT Vest US Equity Buffer ETF | 0.58% | 6,054 | $339K | Reduce -21.6% |
| SYY Sysco Corp. | 0.58% | 4,581 | $338K | Reduce -0.2% |
| AAPL Apple Inc. | 0.57% | 1,211 | $329K | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.54% | 977 | $315K | Reduce -16.3% |
| FN Fabrinet | 0.53% | 674 | $307K | New |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 5,339 | $306K | Reduce -87.8% |
| BIBL Inspire 100 ETF | 0.50% | 6,430 | $290K | Reduce -4.0% |
| DTE DTE Energy Company | 0.47% | 2,100 | $271K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.43% | 5,288 | $248K | Reduce -15.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.40% | 5,213 | $231K | Reduce -43.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 4,164 | $229K | Reduce -31.3% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 3,567 | $223K | Reduce -0.6% |
| SOVF Sovereign's Capital Flourish | 0.38% | 7,610 | $222K | New |
| MU Micron Technology Inc. | 0.38% | 771 | $220K | New |
| STX Seagate Technology Holdings | 0.37% | 790 | $218K | New |
| NYM AB New York Inter Muni ETF filed as AB ACTIVE ETFS INC | 0.36% | 8,346 | $209K | New |
| PCAR Paccar Inc. | 0.35% | 1,838 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| JEPI JPMorgan Equity Premium Inco | Reduce -87.8% | 0.52% | −3.86 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −2.52 |
| IHDG Wisdomtree International Hed | Sold out | 0.00% | −1.59 |
| LMBS First Trust Low Duration Opp | Reduce -28.2% | 2.44% | −1.04 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -8.8% | 5.60% | −0.80 |
| NVDA Nvidia Corp. | Reduce -32.3% | 0.99% | −0.51 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.43 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -26.7% | 0.91% | −0.36 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -43.9% | 0.40% | −0.31 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -22.6% | 0.90% | −0.27 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.2% | 7.08% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -7.5% | 2.07% | −0.17 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -21.6% | 0.58% | −0.16 |
| BAC Bank of America Corp. | Reduce -31.3% | 0.39% | −0.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -13.3% | 1.04% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -16.3% | 0.54% | −0.11 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -10.1% | 0.90% | −0.11 |
| SYY Sysco Corp. | Reduce -0.2% | 0.58% | −0.09 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.74% | −0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -15.2% | 0.43% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -8.6% | 0.62% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -4.2% | 0.68% | −0.05 |
| SLV iShares Silver Trust | Reduce -35.9% | 0.65% | −0.03 |
| BIBL Inspire 100 ETF | Reduce -4.0% | 0.50% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -5.4% | 1.46% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.3% | 1.41% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 0.38% | +0.00 |
| AAPL Apple Inc. | Reduce -2.1% | 0.57% | +0.01 |
| GLD SPDR Gold Shares | Reduce -3.2% | 1.02% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -4.4% | 16.02% | +0.61 |
Portfolio Buys Q3 2025 → Q4 2025
| FLSP Franklin Systematic Style PR | New | 3.47% | +3.47 |
| DDWM Wisdomtree DY Inter Eq FD-US | New | 1.86% | +1.86 |
| FTCB FT Core Investment Grade ETF | Add +21.2% | 12.13% | +1.82 |
| JMST JPM Ultra-Short Muni Income | New | 0.58% | +0.58 |
| JPST JPMorgan Ultra-Short Income | Add +35.1% | 2.23% | +0.53 |
| FN Fabrinet | New | 0.53% | +0.53 |
| FLQM Franklin U.S. Mid Cap Multif | Add +19.7% | 3.48% | +0.48 |
| IUS Invesco Rafi Strategic US Et | Add +13.2% | 3.58% | +0.44 |
| SOVF Sovereign's Capital Flourish | New | 0.38% | +0.38 |
| MU Micron Technology Inc. | New | 0.38% | +0.38 |
| STX Seagate Technology Holdings | New | 0.37% | +0.37 |
| NYM AB New York Inter Muni ETF | New | 0.36% | +0.36 |
| PCAR Paccar Inc. | New | 0.35% | +0.35 |
| SDVY First Trust Smid Cap Rising | Add +11.2% | 3.26% | +0.27 |
| JMBS Janus Henderson Mortg Backed | Add +12.5% | 2.54% | +0.22 |
| JSCP JPMorgan Short Duration Core | Add +13.1% | 1.64% | +0.15 |
| ELCV Eventide High Dividend ETF | Add +14.7% | 1.38% | +0.14 |
| AVGO Broadcom Inc. | Add +16.1% | 0.82% | +0.13 |
| GE General Electric | Add +9.4% | 1.12% | +0.09 |
| ANET Arista Networks Inc. | Add +31.0% | 0.71% | +0.09 |
| GEV GE Vernova Inc. | Add +8.8% | 0.61% | +0.07 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +3.4% | 4.27% | +0.02 |
| PAVE Global X US Infrastructure | Add +1.0% | 1.58% | −0.02 |
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 |