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Portfolio (Quarterly) Guide ↗

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

· CIK 0001907820
13F Portfolio $128M AUM 60 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 18 Added 32 Reduced 33 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RDVY FIRST TR EXCHANGE TRADED FD 19,317.0 $1.5M 1.21% $80.14 +2.8%
22 XLE SELECT SECTOR SPDR TR 27,251.0 $1.5M 1.13% -2K -7.8% $53.22 +17.0%
23 XLY SELECT SECTOR SPDR TR 12,330.0 $1.4M 1.12% +372.0 +3.1% $117.12 -1.1%
24 PUT INVESCO QQQ TR 2,000.0 $1.4M 1.11% $712.60
25 XLU SELECT SECTOR SPDR TR 23,511.0 $1.1M 0.84% +1K +5.1% $45.76 -5.6%
26 XOM EXXON MOBIL CORP Energy 7,743.0 $1.1M 0.83% -2K -23.3% $137.10 +14.1%
27 AIRR FIRST TR EXCHANGE TRADED FD 8,031.0 $1.0M 0.79% -892.0 -10.0% $125.90 -10.4%
28 VANGUARD MALVERN FDS 18,968.0 $970K 0.76% $51.12
29 VTI VANGUARD INDEX FDS 2,601.0 $959K 0.75% $368.76 +3.2%
30 EWZ ISHARES INC 27,792.0 $957K 0.74% -2K -6.8% $34.43 +3.9%
31 VWO VANGUARD INTL EQUITY INDEX F 15,749.0 $930K 0.72% -14K -47.4% $59.04 +3.3%
32 AAPL APPLE INC Technology 2,679.0 $827K 0.64% -4.6M -99.9% $308.63 +1.9%
33 EPI WISDOMTREE TR 18,106.0 $777K 0.60% -2K -9.8% $42.92 +0.1%
34 ITA ISHARES TR 3,040.0 $755K 0.59% NEW $248.19 -5.6%
35 MUB ISHARES TR 6,999.0 $752K 0.59% -960.0 -12.1% $107.50 -2.0%
36 XLF SELECT SECTOR SPDR TR 13,092.0 $728K 0.57% +800.0 +6.5% $55.62 +4.1%
37 NVDA NVIDIA CORPORATION Technology 3,564.0 $694K 0.54% -728K -99.5% $194.83 +17.0%
38 CIBR FIRST TR EXCHANGE-TRADED FD 7,523.0 $682K 0.53% -804.0 -9.7% $90.67 +11.2%
39 KWEB KRANESHARES TRUST 26,974.0 $674K 0.53% +6K +28.8% $24.99 +4.4%
40 VST VISTRA CORP Utilities 4,459.0 $674K 0.52% +591.0 +15.3% $151.05 -7.4%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 65.7%
Technology 20.9%
Consumer Cyclical 8.8%
Energy 2.5%
Utilities 1.5%
Communication Services 0.5%
Healthcare 0.0%