Arkolith/Funds/Afg Fiduciary Services Limited Partnership

Afg Fiduciary Services Limited Partnership

CIK 1907820
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Afg Fiduciary Services Limited Partnership holds a focused book of 59 stocks worth $127.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ishares U.S. Aerospace & Def and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 17% of the equity book. They also disclosed $1.4M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
21
existing
Trimmed
33
reduced
Sold out
27
exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
62%
Top 20 holdings
81%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
7%
Financials
5%
Consumer Discretionary
3%
Energy
1%
Utilities
1%
Materials
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

59 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$22.2M29.7K
17.4%
−94%
Reduced · −452K sh
2Pgim ETF TR
PGIM ULTRA SH BD
$13.5M273.3K
10.7%
+6.9%
Added · +18K sh
3Pimco ETF TR
ENHAN SHRT MA AC
$10.1M100.7K
8.0%
+3.6%
Added · +4K sh
4Ishares TR
CORE S&P SCP ETF
$6.3M43.1K
5.0%
−13%
Reduced · −6K sh
5Advanced Micro Devices Inc
COM
$5.4M10.4K
4.2%
−35%
Reduced · −6K sh
6SPDR Gold TR
GOLD SHS
$4.9M13.0K
3.9%
−1.0%
Reduced · −126 sh
7Select Sector SPDR TR
ST STR TECHN ETF
$4.3M24.0K
3.4%
−20%
Reduced · −6K sh
8Ishares TR
CORE S&P MCP ETF
$4.0M52.2K
3.1%
−50%
Reduced · −51K sh
9Amazon Com Inc
COM
$3.9M15.9K
3.0%
−99%
Reduced · −1.8M sh
10BlackRock ETF Trust II
ISHA FLEX IN ETF
$3.9M74.1K
3.0%
−1.9%
Reduced · −1K sh
11Proshares TR
SHORT QQQ
$3.4M130.0K
2.6%
+100%
Added · +65K sh
12Proshares TR
SHOR S&P 500 NEW
$3.1M92.2K
2.4%
+145%
Added · +55K sh
13Select Sector SPDR TR
ST STR STAPL ETF
$2.8M33.5K
2.2%
−18%
Reduced · −8K sh
14Ishares TR
S&P 500 VAL ETF
$2.8M12.0K
2.2%
−1.0%
Reduced · −123 sh
15Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.4M33.7K
1.9%
+5.0%
Added · +2K sh
16Vanguard Index FDS
MID CAP ETF
$2.3M28.2K
1.8%
+287%
Added · +21K sh
17Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.1M10.0K
1.7%
−1.1%
Reduced · −112 sh
18Proshares TR
SHRT RUSSELL2000
$2.0M150.0K
1.6%
+147%
Added · +89K sh
19Cloudflare Inc
CL A COM
$1.9M7.9K
1.5%
+5.9%
Added · +445 sh
20J P Morgan Exchange Traded F
BETA EURO ET NE
$1.7M21.2K
1.3%
−11%
Reduced · −3K sh
21First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.5M19.3K
1.2%
−0.3%
Reduced · −55 sh
22Select Sector SPDR TR
ST STR ENERG ETF
$1.5M27.3K
1.1%
−7.8%
Reduced · −2K sh
23Select Sector SPDR TR
ST STR DISCR ETF
$1.4M12.3K
1.1%
+3.1%
Added · +372 sh
24Select Sector SPDR TR
ST STR UTIL ETF
$1.1M23.5K
0.8%
+5.1%
Added · +1K sh
25Exxon Mobil Corp
COM
$1.1M7.7K
0.8%
−23%
Reduced · −2K sh
26First TR Exchange Traded FD
RBA INDL ETF
$1.0M8.0K
0.8%
−10.0%
Reduced · −892 sh
27Vanguard Malvern FDS
MULTI SECTOR
$970K19.0K
0.8%
+0.2%
Added · +35 sh
28Vanguard Index FDS
TOTAL STK MKT
$959K2.6K
0.8%
Held
29Ishares Inc
MSCI BRAZIL ETF
$957K27.8K
0.8%
−6.8%
Reduced · −2K sh
30Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$930K15.7K
0.7%
−47%
Reduced · −14K sh
31Apple Inc
COM
$827K2.7K
0.7%
−100%
Reduced · −4.6M sh
32Wisdomtree TR
INDIA ERNGS FD
$777K18.1K
0.6%
−9.8%
Reduced · −2K sh
33Ishares TR
US AER DEF ETF
$755K3.0K
0.6%
New
New position
34Ishares TR
NATIONAL MUN ETF
$752K7.0K
0.6%
−12%
Reduced · −960 sh
35Select Sector SPDR TR
ST STR FINL ETF
$728K13.1K
0.6%
+6.5%
Added · +800 sh
36Nvidia Corporation
COM
$694K3.6K
0.5%
−100%
Reduced · −728K sh
37First TR Exchange-Traded FD
NASDAQ CYB ETF
$682K7.5K
0.5%
−9.7%
Reduced · −804 sh
38Kraneshares Trust
CSI CHI INTERNET
$674K27.0K
0.5%
+29%
Added · +6K sh
39Vistra Corp
COM
$674K4.5K
0.5%
+15%
Added · +591 sh
40Allstate Corp
COM
$663K2.6K
0.5%
−24%
Reduced · −820 sh
41Capitol Ser TR
FAIR TA SECT ETF
$545K17.2K
0.4%
−1.9%
Reduced · −341 sh
42Ishares TR
RUSSELL 2000 ETF
$497K1.7K
0.4%
−58%
Reduced · −2K sh
43Ishares TR
CHINA LG-CAP ETF
$387K12.1K
0.3%
+0.1%
Added · +9 sh
44Ishares TR
CORE S&P500 ETF
$379K506
0.3%
−13%
Reduced · −78 sh
45Microsoft Corp
COM
$359K919
0.3%
+0.3%
Added · +3 sh
46Berkshire Hathaway Inc Del
CL B NEW
$355K700
0.3%
+20%
Added · +116 sh
47SPDR Series Trust
ST BLOO HIGH ETF
$344K3.6K
0.3%
+15%
Added · +457 sh
48JPMorgan Chase & Co
COM
$322K962
0.3%
−3.0%
Reduced · −30 sh
49Ishares Bitcoin Trust ETF
SHS BEN INT
$314K9.0K
0.2%
−31%
Reduced · −4K sh
50SPDR Series Trust
ST STR SP BIOT
$298K1.9K
0.2%
−25%
Reduced · −629 sh
Showing 50 of 59 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.4M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TR$1.4M2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202660$128.5M13F-HR
Q1 2026Mar 31, 2026Apr 8, 202692$171.1M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202688$168.6M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202592$173.7M13F-HR
Q2 2025Jun 30, 2025Jul 11, 202586$156.5M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202571$136.6M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202573$141.7M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202476$148.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.