AIFG Consultants Ltd.

Registered adviser

CIK

1988547

Location

HALFMOON, NY

Portfolio Value

Micro $58,237,089

Diversification

Diversified

Filing Date

Global Rank

#8,573 / 8,854 ▼ 722 · as of Dec 2025

Top Industry

Asset Management 31.5%

Period ended 10 months ago

Filed Feb 4, 2026 · 9mo

13 quarters · since Dec 2022

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, Nov 1, 2026

Form ADV adviser

CRD 281122

Roster of Nov 1, 2026

Regulatory AUM

$213,017,281

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 Nov 2026	$213,017,281	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$194,471,066	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$211,495,597	Individuals and high net worth (95%)
May 2023 to Mar 2024	$186,702,179	Individuals and high net worth (94%)
Apr 2023	$186,702,179	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$207,302,997	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.8% of the book (60%+)

Turnover

Medium turnover

32.0% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 7.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.6%; sector active share 69.8% against the combined 13F book's sector weights.

Over time 13 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.

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Portfolio Concentration

54 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

16.0%

+0.6 pts

Top 5

54.5%

−0.2 pts

Top 10

71.8%

−1.0 pts

HHI

774

Diversified+5

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	82.2%	$47,876,118	35
Financial Services	7.5%	$4,357,450	4
Technology	5.1%	$2,969,338	8
Energy	2.1%	$1,215,368	2
Industrials	2.1%	$1,210,384	3
Consumer Defensive	0.6%	$337,573	1
Utilities	0.5%	$270,858	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
FTCB	First Trust Core Investment Grade ETF	+58,296	332,811	$7,065,577
JPST	JPMorgan Ultra-Short Income ETF	+6,655	25,631	$1,296,672
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	+5,924	36,011	$2,025,978
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+4,977	49,581	$1,899,943
IUS	Invesco RAFI Strategic US ETF	+4,250	36,446	$2,083,253
ELCV	Eventide High Dividend ETF	+3,872	30,181	$801,003
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+3,590	32,394	$1,480,081
JSCP	JPMorgan Short Duration Core Plus ETF	+2,320	20,096	$955,705
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	+1,620	49,332	$2,487,812
ANET	Arista Networks, Inc.	+750	3,171	$415,496
AVGO	Broadcom Inc.	+190	1,373	$475,195
PAVE	Global X U.S. Infrastructure Development ETF	+189	19,194	$917,281
GE	General Electric Co	+183	2,126	$654,871
GEV	GE Vernova Inc.	+44	542	$354,234
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JEPI	JPMorgan Equity Premium Income ETF	−38,239	5,339	$305,604
LMBS	First Trust Low Duration Opportunities ETF	−11,185	28,429	$1,421,165
GLDM	World Gold Trust	−5,075	109,299	$9,330,855
FDL	First Trust Morningstar Dividend Leaders Index Fund	−4,075	5,213	$231,144
SLV	iShares Silver Trust	−3,279	5,864	$377,758
SPMO	Invesco Ltd.	−2,633	27,328	$3,260,776
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−2,096	13,603	$604,109
BAC	Bank Of America Corp	−1,901	4,164	$229,020
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−1,844	6,322	$521,565
FJUL	FT Vest U.S. Equity Buffer ETF - July	−1,670	6,054	$338,515
NVDA	Nvidia Corp	−1,477	3,091	$576,471
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	−1,423	12,703	$524,544
QQEW	First Trust Nasdaq-100 Select Equal Weight ETF	−1,357	3,731	$530,287
—		−944	5,288	$247,795
XOM	ExxonMobil Holdings Corp	−406	7,089	$853,090
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−316	3,371	$359,685
—		−265	6,430	$290,185
JPM	Jpmorgan Chase & Co	−190	977	$314,808
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−184	14,414	$818,859
MUB	iShares National Muni Bond ETF	−165	3,722	$398,663
VOO	VANGUARD 500 INDEX FUND	−156	1,923	$1,205,970
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	−76	42,954	$4,121,436
GLD	Spdr Gold Trust	−50	1,492	$591,294
AAPL	Apple Inc.	−26	1,211	$329,222
VEA	Vanguard FTSE Developed Markets ETF	−20	3,567	$222,830
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
FLSP	Franklin Systematic Style Premia ETF	75,175	$2,022,959
DDWM	WisdomTree Dynamic International Equity Fund	24,907	$1,084,450
JMST	JPMorgan Ultra-Short Municipal Income ETF	6,672	$339,871
FN	Fabrinet	674	$306,858
SOVF	Sovereign's Capital Flourish Fund	7,610	$222,059
MU	Micron Technology Inc	771	$220,051
STX	Seagate Technology Holdings plc	790	$217,558
NYM	AB New York Intermediate Municipal ETF	8,346	$208,691
PCAR	Paccar Inc	1,838	$201,279
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	42,229	$1,431,140
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	19,620	$904,089
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	9,493	$245,394
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $58,237,089 total · filing declares 54 positions · $58,236,348 · as of Dec 31, 2025

All sectors Consumer Defensive Energy Financial Services Industrials Technology Utilities

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GLDM	World Gold Trust	Reduced	109,299	-5,075	$9,330,855	+6.7%	13	before history	16.02%
FTCB	First Trust Core Investment Grade ETF	Added	332,811	+58,296	$7,065,577	+20.8%	2	$21.16	12.13%
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	Reduced	42,954	-76	$4,121,436	−0.4%	5	$95.23	7.08%
SPMO	Invesco Ltd. Financial Services	Reduced	27,328	-2,633	$3,260,776	−10.1%	5	$94.85	5.60%
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	Added	49,332	+1,620	$2,487,812	+3.1%	5	$50.13	4.27%
IUS	Invesco RAFI Strategic US ETF	Added	36,446	+4,250	$2,083,253	+17.2%	6	$49.91	3.58%
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	Added	36,011	+5,924	$2,025,978	+19.3%	5	$56.22	3.48%
FLSP	Franklin Systematic Style Premia ETF	NEW	75,175	NEW	$2,022,959	NEW	1	$26.79	3.47%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	49,581	+4,977	$1,899,943	+12.0%	9	$30.79	3.26%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Added	32,394	+3,590	$1,480,081	+12.5%	6	$44.97	2.54%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	28,429	-11,185	$1,421,165	−27.9%	13	before history	2.44%
JPST	JPMorgan Ultra-Short Income ETF	Added	25,631	+6,655	$1,296,672	+34.7%	6	$50.56	2.23%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,923	-156	$1,205,970	−5.3%	13	before history	2.07%
DDWM	WisdomTree Dynamic International Equity Fund	NEW	24,907	NEW	$1,084,450	NEW	1	unpriced	1.86%
JSCP	JPMorgan Short Duration Core Plus ETF	Added	20,096	+2,320	$955,705	+12.9%	5	$47.04	1.64%
PAVE	Global X U.S. Infrastructure Development ETF	Added	19,194	+189	$917,281	+1.3%	6	unpriced	1.58%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,089	-406	$853,090	+1.0%	13	before history	1.46%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	14,414	-184	$818,859	+1.4%	13	before history	1.41%
ELCV	Eventide High Dividend ETF	Added	30,181	+3,872	$801,003	+13.8%	3	$24.66	1.38%
GE	General Electric Co Industrials	Added	2,126	+183	$654,871	+12.0%	13	before history	1.12%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	13,603	-2,096	$604,109	−10.1%	13	before history	1.04%
GLD	Spdr Gold Trust	Reduced	1,492	-50	$591,294	+7.9%	13	before history	1.02%
NVDA	Nvidia Corp Technology	Reduced	3,091	-1,477	$576,471	−32.4%	8	unpriced	0.99%
ALL	Allstate Corp Financial Services	Held	2,656	0	$552,846	−3.0%	13	before history	0.95%
GJUN	FT Vest U.S. Equity Moderate Buffer ETF - June	Held	13,700	0	$542,520	+1.9%	11	unpriced	0.93%
QQEW	First Trust Nasdaq-100 Select Equal Weight ETF	Reduced	3,731	-1,357	$530,287	−26.1%	12	$99.76	0.91%
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	Reduced	12,703	-1,423	$524,544	−8.2%	11	unpriced	0.90%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	6,322	-1,844	$521,565	−20.8%	13	before history	0.90%
AVGO	Broadcom Inc. Technology	Added	1,373	+190	$475,195	+21.8%	3	$238.15	0.82%
MSFT	Microsoft Corp Technology	Reduced	886	-12	$428,487	−7.9%	12	$279.27	0.74%
ANET	Arista Networks, Inc. Technology	Added	3,171	+750	$415,496	+17.8%	3	$98.62	0.71%
MUB	iShares National Muni Bond ETF	Reduced	3,722	-165	$398,663	−3.7%	10	unpriced	0.68%
SLV	iShares Silver Trust	Reduced	5,864	-3,279	$377,758	−2.5%	6	$27.27	0.65%
CVX	Chevron Corp Energy	Held	2,377	0	$362,278	−1.9%	2	$154.87	0.62%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	3,371	-316	$359,685	−6.7%	13	before history	0.62%
GEV	GE Vernova Inc. Industrials	Added	542	+44	$354,234	+15.7%	3	$432.02	0.61%
JMST	JPMorgan Ultra-Short Municipal Income ETF	NEW	6,672	NEW	$339,871	NEW	1	$50.94	0.58%
FJUL	FT Vest U.S. Equity Buffer ETF - July	Reduced	6,054	-1,670	$338,515	−19.9%	10	unpriced	0.58%
SYY	Sysco Corp Consumer Defensive	Reduced	4,581	-9	$337,573	−10.7%	13	before history	0.58%
AAPL	Apple Inc. Technology	Reduced	1,211	-26	$329,222	+4.5%	13	before history	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	977	-190	$314,808	−14.5%	8	$199.15	0.54%
FN	Fabrinet Technology	NEW	674	NEW	$306,858	NEW	1	$435.01	0.53%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	5,339	-38,239	$305,604	−87.7%	13	before history	0.52%
		Reduced	6,430	-265	$290,185	−2.4%	7	$37.68	0.50%
DTE	Dte Energy Co Utilities	Held	2,100	0	$270,858	−8.8%	13	before history	0.47%
		Reduced	5,288	-944	$247,795	−14.2%	13	before history	0.43%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Reduced	5,213	-4,075	$231,144	−42.7%	13	before history	0.40%
BAC	Bank Of America Corp Financial Services	Reduced	4,164	-1,901	$229,020	−26.8%	7	$38.32	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	3,567	-20	$222,830	+3.7%	3	$53.56	0.38%
SOVF	Sovereign's Capital Flourish Fund	NEW	7,610	NEW	$222,059	NEW	1	$29.07	0.38%

Showing the top 50 of 54 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.