Q2 2026 13F · SEC CIK 1907820

Afg Fiduciary Services Limited Partnership

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $127.0M
Reported positions: 59
Top holdings a year, 3 yrs: +15.8%
Assets under management: $166.3M

Afg Fiduciary Services Limited Partnership is a wealth manager that reported 59 positions worth $127.0M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 17.4%), Pgim Ultra Short Bond ETF (PULS, 10.7%), Pimco ETF Tr (MINT, 8.0%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

Afg Fiduciary Services Limited Partnership holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Afg Fiduciary Services Limited Partnership 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	17.4%	18.0%	29,741	-93.8%	$22.2M
PULSPgim Ultra Short Bond ETF	10.7%	7.5%	273,342	+6.9%	$13.5M
MINTPimco ETF Tr	8.0%	5.8%	100,653	+3.6%	$10.1M
IJRIshares Core S&p Small Cap ETF	5.0%	3.7%	43,098	-12.6%	$6.3M
AMDAdvanced Micro Devices Inc	4.2%	2.1%	10,401	-34.8%	$5.4M
GLDSpdr Gold Shares	3.9%	3.3%	12,995	-1.0%	$4.9M
XLKState Street Technology Select Sector Sp	3.4%	2.4%	24,049	-19.9%	$4.3M
IJHIshares Tr	3.1%	4.2%	52,204	-49.6%	$4.0M
AMZNAmazon Com Inc Com	3.0%	4.2%	15,946	-99.1%	$3.9M
BINCIshares Flexible Income Active ETF	3.0%	2.3%	74,132	-1.9%	$3.9M
PSQProshares Tr	2.6%	1.2%	129,962	+99.8%	$3.4M
SHProshares Tr	2.4%	0.8%	92,223	+145.1%	$3.1M
XLPState Street Consumer Staples Select Sec	2.2%	2.0%	33,489	-18.5%	$2.8M
IVEIshares S&p 500 Value ETF	2.2%	1.5%	11,999	-1.0%	$2.8M
VEAVanguard Tax-Managed Fds	1.9%	1.2%	33,699	+5.0%	$2.4M
VOVanguard Index Fds	1.8%	1.3%	28,242	+286.9%	$2.3M
RSPInvesco S&p 500 Equal Weight ETF	1.7%	1.2%	9,970	-1.1%	$2.1M
RWMProShares Short Russell2000	1.6%	0.6%	149,965	+147.1%	$2.0M
NETCloudflare Inc	1.5%	0.9%	7,927	+5.9%	$1.9M
BBEUJ P Morgan Exchange Traded F	1.3%	1.0%	21,249	-10.7%	$1.7M
RDVYFirst Trust Rising Dividend Achievers Et	1.2%	0.8%	19,317	-0.3%	$1.5M
XLEState Street Energy Select Sector Spdr E	1.1%	1.0%	27,251	-7.8%	$1.5M
XLYConsumer Discretionary Select S	1.1%	0.8%	12,330	+3.1%	$1.4M
XLUSpdr	0.8%	0.6%	23,511	+5.1%	$1.1M
XOMExxon Mobil Corp	0.8%	1.0%	7,743	-23.3%	$1.1M
AIRRFirst Tr Exchange Traded Fd	0.8%	0.6%	8,031	-10.0%	$1.0M
VGMSVanguard Malvern Fds	0.8%	0.6%	18,968	+0.2%	$970K
VTIVanguard Index Fds	0.8%	0.5%	2,601	+0.0%	$959K
EWZIshares Inc	0.8%	0.7%	27,792	-6.8%	$957K
VWOVanguard Intl Equity Index F	0.7%	1.0%	15,749	-47.4%	$930K
AAPLApple Inc	0.7%	3.5%	2,679	-99.9%	$827K
EPIWisdomtree India Earnings Fund	0.6%	0.5%	18,106	-9.8%	$777K
ITAIshares U.s. Aerospace & Defense ETF	0.6%	—	3,040	—	$755K
MUBIshares National Muni Bond ETF	0.6%	0.5%	6,999	-12.1%	$752K
XLFSelect Sector Spdr Tr	0.6%	0.4%	13,092	+6.5%	$728K
NVDANvidia Corporation Com	0.5%	1.5%	3,564	-99.5%	$694K
CIBRFirst Tr Exchange-Traded Fd	0.5%	—	7,523	—	$682K
KWEBKraneshares Trust	0.5%	0.3%	26,974	+28.8%	$674K
VSTVistra Corp Com	0.5%	0.3%	4,459	+15.3%	$674K
ALLAllstate Corp	0.5%	0.4%	2,648	-23.6%	$663K
TACKCapitol Ser Tr	0.4%	—	17,172	—	$545K
IWMIshares	0.4%	0.6%	1,671	-58.2%	$497K
FXIIshares China Lrg Cap ETF	0.3%	—	12,125	—	$387K
IVVIshares Core S&p 500 ETF	0.3%	—	506	—	$379K
MSFTMicrosoft Corp	0.3%	—	919	—	$359K
BRK-BBerkshire Hathaway Inc Del	0.3%	—	700	—	$355K
JNKState Street Spdr Bloomberg High Yield B	0.3%	—	3,581	—	$344K
JPMJpmorgan Chase & Co	0.3%	—	962	—	$322K
IBITIshares Bitcoin Trust ETF	0.2%	—	9,015	—	$314K
XBISpdr Series Trust	0.2%	—	1,856	—	$298K

What Afg Fiduciary Services Limited Partnership bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.3% /yr; S&P 500 +20.1%
3 years: +15.8% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$127.0M	59
Q1 2026	$169.5M	90
Q4 2025	$167.0M	86
Q3 2025	$172.1M	90
Q2 2025	$155.2M	84
Q1 2025	$136.1M	70
Q4 2024	$140.4M	71
Q3 2024	$148.1M	75
Q2 2024	$143.0M	74
Q1 2024	$135.2M	83
Q4 2023	$123.0M	81
Q3 2023	$112.8M	72

Questions about Afg Fiduciary Services Limited Partnership's portfolio

What stocks does Afg Fiduciary Services Limited Partnership own?

Afg Fiduciary Services Limited Partnership's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 59 positions worth $127.0M. The largest are Spdr S&p 500 ETF Tr (SPY) at 17.4%, Pgim Ultra Short Bond ETF (PULS) at 10.7%, Pimco ETF Tr (MINT) at 8.0%, Ishares Core S&p Small Cap ETF (IJR) at 5.0% and Advanced Micro Devices Inc (AMD) at 4.2%.

What did Afg Fiduciary Services Limited Partnership buy last quarter?

In Q2 2026, Afg Fiduciary Services Limited Partnership added Vanguard Index Fds (VO) (+286.9% shares), ProShares Short Russell2000 (RWM) (+147.1% shares) and Proshares Tr (SH) (+145.1% shares), compared with its Q1 2026 filing.

What did Afg Fiduciary Services Limited Partnership sell last quarter?

In Q2 2026, Afg Fiduciary Services Limited Partnership cut from its top 50 Ishares 20 Year Treasury Bond ETF (TLT), cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Cava Group Inc (CAVA), cut from its top 50 Vanguard Intl Equity Index F (VGK), cut from its top 50 Ishares (EEM), Apple Inc (AAPL) (-99.9% shares), Nvidia Corporation Com (NVDA) (-99.5% shares) and Amazon Com Inc Com (AMZN) (-99.1% shares), compared with its Q1 2026 filing.

How has Afg Fiduciary Services Limited Partnership's portfolio performed?

A portfolio copying Afg Fiduciary Services Limited Partnership's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.3% against +20.1%. Over 5 years: +9.2% a year against +13.0%.

When is Afg Fiduciary Services Limited Partnership's next 13F filing due?

13F filings are due 45 days after each quarter ends. Afg Fiduciary Services Limited Partnership's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Afg Fiduciary Services Limited Partnership manage?

Afg Fiduciary Services Limited Partnership reported $166.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $127.0M.