13F Filings History of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$119,166,660
Signature - Title
Brian Kenney - Chief Compliance Officer
Location
Hingham, MA
Summary
This page shows a list of all the recent 13F filings made by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported 86 stock holdings with total value $119,166,660 as of Q4 2025. Top holdings included PULS, MINT, IJH, QQQ, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 86 $119,166,660 +$6,013,717 -$14,521,645 -$8,507,928 PULS, MINT, IJH, QQQ, IJR 13F-HR 06 Jan 2026, 14:55
Q3 2025 90 $140,442,658 +$12,729,472 -$4,193,976 +$8,535,496 PULS, MINT, QQQ, IJH, AMZN 13F-HR 17 Oct 2025, 13:20
Q2 2025 84 $125,395,812 +$17,717,627 -$12,914,751 +$4,802,876 PULS, MINT, IJH, AMZN, QQQ 13F-HR 11 Jul 2025, 12:47
Q1 2025 70 $108,846,061 +$18,934,939 -$14,521,018 +$4,413,921 PULS, MINT, QQQ, TLT, AMZN 13F-HR 11 Apr 2025, 09:54
Q4 2024 71 $110,871,084 +$17,213,642 -$22,711,263 -$5,497,621 MINT, IJH, AMZN, QQQ, PSQ 13F-HR 17 Jan 2025, 11:17
Q3 2024 75 $117,869,083 +$12,217,564 -$11,693,027 +$524,537 TLT, MINT, IJH, AMZN, GLD 13F-HR 15 Oct 2024, 16:46
Q2 2024 76 $112,854,675 +$16,588,862 -$9,569,827 +$7,019,035 TLT, MINT, IJH, QQQ, AMZN 13F-HR 31 Jul 2024, 15:24
Q1 2024 83 $106,040,762 +$26,105,229 -$14,229,865 +$11,875,364 TLT, IJH, QQQ, AMZN, MINT 13F-HR 15 Apr 2024, 11:26
Q4 2023 81 $123,020,448 +$13,588,328 -$14,991,125 -$1,402,797 SPY, TLT, IJH, QQQ, AMZN 13F-HR 11 Jan 2024, 15:56
Q3 2023 72 $112,780,185 +$1,475,166 -$13,231,359 -$11,756,193 SPY, TLT, QQQ, IJH, TIPX 13F-HR 23 Oct 2023, 17:15
Q2 2023 83 $132,779,094 +$25,536,088 -$8,064,521 +$17,471,567 SPY, TLT, TIPX, IJH, QQQ 13F-HR 18 Jul 2023, 09:43
Q1 2023 76 $103,745,242 +$15,303,400 -$8,205,640 +$7,097,760 SPY, TLT, TIPX, IJH, QQQ 13F-HR 04 May 2023, 10:49
Q4 2022 78 $85,111,655 +$8,568,969 -$18,038,136 -$9,469,167 SPY, TLT, QQQ, XLE, TIPX 13F-HR 13 Feb 2023, 18:43
Q3 2022 82 $96,988,000 +$11,629,694 -$17,901,961 -$6,272,267 SPY, TIPX, IJH, QQQ, AMZN 13F-HR 14 Nov 2022, 18:37
Q2 2022 80 $115,130,000 +$14,081,247 -$17,895,717 -$3,814,470 SPY, TIPX, IJH, VCSH, QQQ 13F-HR 15 Aug 2022, 14:54
Q1 2022 85 $141,053,000 +$30,585,275 -$23,666,280 +$6,918,995 SPY, TIPX, VCSH, IJH, IJR 13F-HR 16 May 2022, 11:12
Q4 2021 78 $142,387,000 $0 $0 $0 SPY, IJH, VCSH, TIPX, XLK 13F-HR 11 Feb 2022, 17:01