AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP - Portfolio overview

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has 103 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 17.37%
2. PULS - PGIM ETF TR, 7.23%
3. MINT - PIMCO ETF TR, 5.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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