AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Registered adviser

CIK

1907820

Location

HINGHAM, MA

Portfolio Value

Small $118,610,003

Diversification

Diversified

Filing Date

Global Rank

#7,857 / 8,816 ▼ 1198 · as of Jun 2026

Top Industry

Semiconductors 38.6%

Period ended 25 days ago

Filed Oct 21, 2026 · 4d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 309943

Roster of Oct 1, 2026

Regulatory AUM

$166,256,181

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$166,256,181	Individuals and high net worth (98%)
Mar 2025 to Mar 2026	$229,162,602	Individuals and high net worth (95%)
Mar 2024 to Feb 2025	$213,266,000	Individuals and high net worth (96%)
May 2023 to Feb 2024	$175,000,000	Individuals and high net worth (97%)
Mar 2023 to Apr 2023	$175,000,000	Individuals and high net worth (97%)
Mar 2022 to Feb 2023	$199,000,000	Individuals and high net worth (95%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.3% of the book (60%+)

Turnover

Low turnover

12.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 85.3%; sector active share 73.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

62 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

18.7%

+1.2 pts

Top 5

59.1%

+3.9 pts

Top 10

79.6%

+3.3 pts

HHI

893

Diversified+82

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.7%	$100,429,818	45
Technology	8.9%	$10,518,146	5
Consumer Cyclical	3.3%	$3,856,592	1
Financial Services	1.2%	$1,420,039	5
Energy	1.2%	$1,409,165	3
Utilities	0.6%	$746,398	1
Communication Services	0.2%	$229,845	1
Healthcare	0.0%	$0	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
—		+12,812	39,786	$0
PULS	PGIM Ultra Short Bond ETF	+7,597	280,939	$13,895,242
VEA	Vanguard FTSE Developed Markets ETF	+3,373	37,072	$2,617,653
RSP	Victory Portfolios II	+3,247	13,217	$0
IBIT	iShares Bitcoin Trust ETF	+2,115	11,130	$526,894
XLF	State Street Corp	+1,983	15,075	$0
FXI	iShares China Large-Cap ETF	+1,761	13,886	$472,401
GLD	Spdr Gold Trust	+1,411	14,406	$5,486,381
EWZ	iShares MSCI Brazil ETF	+1,343	29,135	$1,085,278
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,012	25,061	$4,905,690
VST	Vistra Corp.	+936	5,395	$746,398
ITA	iShares U.S. Aerospace & Defense ETF	+616	3,656	$0
—		+531	34,020	$0
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+486	101,139	$10,169,526
VGMS	VANGUARD MULTI-SECTOR INCOME BOND ETF	+340	19,308	$956,132
PFF	iShares Preferred and Income Securities ETF	+304	8,154	$240,543
AIRR	First Trust Exchange-Traded Fund VI	+184	8,215	$848,116
VO	VANGUARD MID-CAP INDEX FUND	+82	28,324	$2,221,168
MSFT	Microsoft Corp	+74	993	$509,309
MUB	iShares National Muni Bond ETF	+66	7,065	$714,271
QQQ	Invesco Qqq Trust, Series 1	+55	391	$289,250
IWM	iShares Russell 2000 ETF	+7	1,678	$466,299
GOOGL	Alphabet Inc.	+7	668	$229,845
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSQ	ProShares Short QQQ	−45,295	84,667	$2,101,434
EPI	WisdomTree India Earnings Fund	−3,208	14,898	$606,795
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−2,402	24,849	$1,528,213
BINC		−1,572	72,560	$3,685,322
NET	Cloudflare, Inc.	−1,559	6,368	$2,211,479
SH	ProShares Short S&P500	−1,315	90,908	$2,945,419
BBEU	JPMorgan BetaBuilders Europe ETF	−962	20,287	$1,535,523
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−751	22,760	$897,654
XOM	ExxonMobil Holdings Corp	−647	7,096	$1,154,874
SPY	Spdr S&P 500 ETF Trust	−607	29,134	$22,218,462
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−507	11,823	$1,286,815
AMZN	Amazon Com Inc	−467	15,479	$3,856,592
TACK	FAIRLEAD TACTICAL SECTOR ETF	−464	16,708	$524,129
IJH	iShares Core S&P Mid-Cap ETF	−382	51,822	$3,728,592
AAPL	Apple Inc.	−357	2,322	$773,272
IVE	iShares S&P 500 Value ETF	−274	11,725	$2,676,583
JPM	Jpmorgan Chase & Co	−232	730	$241,505
AMD	Advanced Micro Devices Inc	−190	10,211	$6,246,681
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	−182	1,674	$263,956
NVDA	Nvidia Corp	−160	3,404	$777,405
RDVY	First Trust Rising Dividend Achievers ETF	−125	19,192	$1,502,541
IJR	iShares Core S&P Small-Cap ETF	−108	42,990	$5,848,359
BRK-B	Berkshire Hathaway Inc	−68	632	$314,704
—		−55	7,468	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−23	15,726	$932,709
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
IGV	iShares Expanded Tech-Software Sector ETF	3,659	$389,610
PALL	abrdn Palladium ETF Trust	17,076	$372,427
MAGS	Roundhill Magnificent Seven ETF	4,325	$310,059
CVX	Chevron Corp	1,055	$215,441
AIQ	Global X Artificial Intelligence & Technology ETF	6,655	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
RWM	ProShares Short Russell2000	149,965	$1,993,034
AVS	Direxion Daily AVGO Bear 1X Shares	20,362	$160,269
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $118,610,003 total · filing declares 63 positions · $131,122,417 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	29,134	-607	$22,218,462	+0.0%	18.73%
PULS	PGIM Ultra Short Bond ETF	Added	280,939	+7,597	$13,895,242	+2.6%	11.72%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	101,139	+486	$10,169,526	+0.2%	8.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,211	-190	$6,246,681	+3.4%	5.27%
IJR	iShares Core S&P Small-Cap ETF	Reduced	42,990	-108	$5,848,359	−8.5%	4.93%
GLD	Spdr Gold Trust	Added	14,406	+1,411	$5,486,381	+14.6%	4.63%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	25,061	+1,012	$4,905,690	+7.1%	4.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,479	-467	$3,856,592	+1.5%	3.25%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	51,822	-382	$3,728,592	−7.4%	3.14%
BINC		Reduced	72,560	-1,572	$3,685,322	−5.0%	3.11%
SH	ProShares Short S&P500	Reduced	90,908	-1,315	$2,945,419	−3.3%	2.48%
IVE	iShares S&P 500 Value ETF	Reduced	11,725	-274	$2,676,583	−1.8%	2.26%
VEA	Vanguard FTSE Developed Markets ETF	Added	37,072	+3,373	$2,617,653	+9.0%	2.21%
VO	VANGUARD MID-CAP INDEX FUND	Added	28,324	+82	$2,221,168	−2.4%	1.87%
NET	Cloudflare, Inc. Technology	Reduced	6,368	-1,559	$2,211,479	+13.7%	1.86%
PSQ	ProShares Short QQQ	Reduced	84,667	-45,295	$2,101,434	−35.5%	1.77%
BBEU	JPMorgan BetaBuilders Europe ETF	Reduced	20,287	-962	$1,535,523	−7.1%	1.29%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	24,849	-2,402	$1,528,213	+5.6%	1.29%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	19,192	-125	$1,502,541	−4.0%	1.27%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	11,823	-507	$1,286,815	−11.0%	1.08%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,096	-647	$1,154,874	+9.1%	0.97%
EWZ	iShares MSCI Brazil ETF	Added	29,135	+1,343	$1,085,278	+13.2%	0.91%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	2,601	0	$973,398	+1.1%	0.82%
VGMS	VANGUARD MULTI-SECTOR INCOME BOND ETF	Added	19,308	+340	$956,132	−1.7%	0.81%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	15,726	-23	$932,709	−0.8%	0.79%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Reduced	22,760	-751	$897,654	−15.8%	0.76%
AIRR	First Trust Exchange-Traded Fund VI	Added	8,215	+184	$848,116	−20.7%	0.72%
NVDA	Nvidia Corp Technology	Reduced	3,404	-160	$777,405	+9.0%	0.66%
AAPL	Apple Inc. Technology	Reduced	2,322	-357	$773,272	−0.2%	0.65%
VST	Vistra Corp. Utilities	Added	5,395	+936	$746,398	+5.5%	0.63%
MUB	iShares National Muni Bond ETF	Added	7,065	+66	$714,271	−5.2%	0.60%
EPI	WisdomTree India Earnings Fund	Reduced	14,898	-3,208	$606,795	−21.7%	0.51%
ALL	Allstate Corp Financial Services	Held	2,648	0	$587,485	−6.8%	0.50%
IBIT	iShares Bitcoin Trust ETF	Added	11,130	+2,115	$526,894	+75.6%	0.44%
TACK	FAIRLEAD TACTICAL SECTOR ETF	Reduced	16,708	-464	$524,129	−3.5%	0.44%
MSFT	Microsoft Corp Technology	Added	993	+74	$509,309	+48.6%	0.43%
FXI	iShares China Large-Cap ETF	Added	13,886	+1,761	$472,401	+23.3%	0.40%
IWM	iShares Russell 2000 ETF	Added	1,678	+7	$466,299	−7.1%	0.39%
IGV	iShares Expanded Tech-Software Sector ETF	NEW	3,659	NEW	$389,610	NEW	0.33%
IVV	iShares Core S&P 500 ETF	Held	506	0	$387,520	+2.3%	0.33%
PALL	abrdn Palladium ETF Trust	NEW	17,076	NEW	$372,427	NEW	0.31%
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	Held	3,581	0	$332,137	−3.8%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	632	-68	$314,704	−10.2%	0.27%
MAGS	Roundhill Magnificent Seven ETF	NEW	4,325	NEW	$310,059	NEW	0.26%
QQQ	Invesco Qqq Trust, Series 1	Added	391	+55	$289,250	+16.9%	0.24%
NBBK	NB Bancorp, Inc. Financial Services	Held	12,493	0	$276,345	+4.7%	0.23%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Reduced	1,674	-182	$263,956	−10.1%	0.22%
IWF	iShares Russell 1000 Growth ETF	Held	1,948	0	$244,006	+0.9%	0.21%
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	Held	2,614	0	$243,311	−1.4%	0.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	730	-232	$241,505	−23.3%	0.20%

Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.