account_balance

Investment manager · 13F filer · SEC CIK 1907820

Afg Fiduciary Services Limited Partnership

Reported value$130Mas of Sep 30, 2026
Positions62 5 new, 2 sold out
Top 10 weight62.3%SPY alone is 17%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 17.5% Trimmed −2%
PULS Pgim ETF Tr 10.7% Added +3%
MINT Pimco ETF Tr 7.8% Held
AMD Advanced Micro Devices Inc 4.8% Held
IJR iShares Tr 4.6% Held
GLD SPDR Gold Trust 4.2% Added +11%
XLK Select Sector SPDR Tr 3.8% Added +4%
AMZN Amazon.com Inc 3.1% Trimmed −3%
IJH iShares Tr 2.9% Held
BINC BlackRock ETF Trust II 2.8% Trimmed −2%
SH Proshares Tr 2.2% Held
XLP Select Sector SPDR Tr 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • AIQ $438K
  • IGV $406K
  • PALL $348K
  • MAGS $321K
arrow_upwardAdded
arrow_downwardTrimmed
  • PSQ −35%
  • NET −20%
  • EPI −18%
  • AAPL −13%
remove_circleSold out
  • RWM $2.02M
  • AVS $168K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist