Afg Fiduciary Services Limited Partnership reported 19 positions worth $24.98M for the quarter ended Sep 30, 2026, up 13.9% on the prior quarter. It opened 2 new positions, added to 5, trimmed 8 and exited 0. Its largest holding is Advanced Micro Devices Inc at 24.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | +1,411 | +10.9% | $538.54K | 22.02% |
| PALL abrdn Palladium ETF Trust | +17.1K | – | $348.01K | 1.39% |
| CVX Chevron Corp | +1,055 | – | $229.74K | 0.92% |
| VST Vistra Corp. | +936 | +21.0% | $151.97K | 3.51% |
| IBIT iShares Bitcoin Trust ETF | +2,115 | +23.5% | $99.68K | 2.1% |
| MSFT Microsoft Corp | +74 | +8.1% | $40.22K | 2.16% |
| GOOGL Alphabet Inc. | +7 | +1.1% | $2.48K | 0.946% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NET Cloudflare, Inc. | -1,559 | -19.7% | $542.06K | 8.87% |
| AAPL Apple Inc. | -357 | -13.3% | $121.83K | 3.17% |
| AMZN Amazon Com Inc | -467 | -2.9% | $120.76K | 16.03% |
| AMD Advanced Micro Devices Inc | -190 | -1.8% | $115.05K | 24.76% |
| XOM ExxonMobil Holdings Corp | -647 | -8.4% | $112.63K | 4.95% |
| JPM Jpmorgan Chase & Co | -232 | -24.1% | $76.89K | 0.969% |
| NVDA Nvidia Corp | -160 | -4.5% | $36.57K | 3.11% |
| BRK-B Berkshire Hathaway Inc | -68 | -9.7% | $35.42K | 1.32% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 10.2K | $6.18M | 24.76% | -190 | -1.8% | Reduced | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 14.4K | $5.50M | 22.02% | +1,411 | +10.9% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 15.5K | $4.00M | 16.03% | -467 | -2.9% | Reduced | 0% |
| 4 | NET Cloudflare, Inc. | Technology | 6,368 | $2.21M | 8.87% | -1,559 | -19.7% | Reduced | 0% |
| 5 | XOM ExxonMobil Holdings Corp | Energy | 7,096 | $1.24M | 4.95% | -647 | -8.4% | Reduced | 0% |
| 6 | VST Vistra Corp. | Utilities | 5,395 | $875.93K | 3.51% | +936 | +21.0% | Added | 0% |
| 7 | AAPL Apple Inc. | Technology | 2,322 | $792.43K | 3.17% | -357 | -13.3% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 3,404 | $777.95K | 3.11% | -160 | -4.5% | Reduced | 0% |
| 9 | ALL Allstate Corp | Financial Services | 2,648 | $625.99K | 2.51% | 0 | 0.0% | Unchanged | 0% |
| 10 | MSFT Microsoft Corp | Technology | 993 | $539.65K | 2.16% | +74 | +8.1% | Added | 0% |
| 11 | IBIT iShares Bitcoin Trust ETF | Others | 11.1K | $524.56K | 2.1% | +2,115 | +23.5% | Added | 0% |
| 12 | PALL abrdn Palladium ETF Trust | Others | 17.1K | $348.01K | 1.39% | +17.1K | – | New | 0.06% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 632 | $329.19K | 1.32% | -68 | -9.7% | Reduced | 0% |
| 14 | NBBK NB Bancorp, Inc. | Financial Services | 12.5K | $277.59K | 1.11% | 0 | 0.0% | Unchanged | 0.03% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 730 | $241.94K | 0.969% | -232 | -24.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Afg Fiduciary Services Limited Partnership.
As of its Q3 2026 13F filing, Afg Fiduciary Services Limited Partnership’s five largest positions were Advanced Micro Devices Inc (AMD) at 24.8%, Spdr Gold Trust (GLD) at 22.0%, Amazon Com Inc (AMZN) at 16.0%, Cloudflare, Inc. (NET) at 8.9%, ExxonMobil Holdings Corp (XOM) at 4.9% of the reported portfolio.
Afg Fiduciary Services Limited Partnership reported a 13F portfolio worth $24.98M across 19 positions for Q3 2026. That is up 13.9% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($538.54K), abrdn Palladium ETF Trust ($348.01K), Chevron Corp ($229.74K). It opened 2 new positions.
Its largest sales by value were Cloudflare, Inc. ($542.06K), Apple Inc. ($121.83K), Amazon Com Inc ($120.76K). It exited 0 positions entirely.
From the Form 13F-HR reports Afg Fiduciary Services Limited Partnership files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.