AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CIK 0001907820 · HINGHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported 60 positions worth $128.5M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPY (17.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$128.5M
2026 Q2
Positions
60
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.1%
Est. Net Flow (Q)
2026 Q2
10 / 60 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$22.2M17.24%29,741
2PULSPGIM ETF TRSH$13.5M10.55%273,342
3MINTPIMCO ETF TRSH$10.1M7.88%100,653
4IJRISHARES TRSH$6.3M4.91%43,098
5AMDADVANCED MICRO DEVICES INCSH$5.4M4.19%10,401
6GLDSPDR GOLD TRSH$4.9M3.82%12,995
7XLKSELECT SECTOR SPDR TRSH$4.3M3.38%24,049
8IJHISHARES TRSH$4.0M3.09%52,204
9AMZNAMAZON COM INCSH$3.9M3.01%15,946
10BINCBLACKROCK ETF TRUST IISH$3.9M3.01%74,132

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP hold as of Q2 2026?

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported 60 positions worth $128.5M in its Q2 2026 13F filing. Largest positions: SPY (17.2%), PULS (10.5%), MINT (7.9%), IJR (4.9%) and AMD (4.2%).

What did AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.