Fund HoldingsAFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Total Portfolio Value
$127.04M
Total Bought
$27.21M
Total Sold
$75.13M
Net Transaction
-$47.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
024,049+24,04904,3433.42%+4,343
BLACKROCK ETF TRUST II074,132+74,13203,8643.04%+3,864
PROSHARES TR
SHOR S&P 500 NEW
092,223+92,22303,0542.40%+3,054
SELECT SECTOR SPDR TR
ST STR STAPL ETF
033,489+33,48902,8462.24%+2,846
ADVANCED MICRO DEVICES INC(AMD)15,94110,401-5,5403,5105,3864.24%+1,876
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
021,249+21,24901,6671.31%+1,667
SELECT SECTOR SPDR TR
ST STR ENERG ETF
027,251+27,25101,4501.14%+1,450
SELECT SECTOR SPDR TR
ST STR DISCR ETF
012,330+12,33001,4441.14%+1,444
PROSHARES TR
SHORT QQQ
65,055129,962+64,9072,0553,3652.65%+1,310
SELECT SECTOR SPDR TR
ST STR UTIL ETF
023,511+23,51101,0760.85%+1,076
PROSHARES TR
SHRT RUSSELL2000
60,689149,965+89,2769692,0161.59%+1,047
PGIM ETF TR
PGIM ULTRA SH BD
255,779273,342+17,56312,67113,55010.67%+878
ISHARES TR03,040+3,04007550.59%+755
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,092+13,09207280.57%+728
CAPITOL SER TR
FAIR TA SECT ETF
017,172+17,17205450.43%+545
PIMCO ETF TR
ENHAN SHRT MA AC
97,141100,653+3,5129,75110,1207.97%+369
SPDR SERIES TRUST
ST BLOO HIGH ETF
03,581+3,58103440.27%+344
CLOUDFLARE INC(NET)7,4827,927+4451,5851,9221.51%+337
SPDR SERIES TRUST
ST STR SP BIOT
01,856+1,85602980.23%+298
VANGUARD TAX-MANAGED FDS32,09533,699+1,6042,0902,3861.88%+296
INVESCO QQQ TR(Put)0001,1771,425+248
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
19,37219,317-551,3471,5481.22%+202
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
10,0829,970-1121,9552,1431.69%+188
ISHARES TR12,12211,999-1232,5792,7622.17%+183
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
8,3277,523-8045346820.54%+148
VANGUARD INDEX FDS7,29928,242+20,9432,1272,2741.79%+147
VANGUARD INDEX FDS2,6012,60108469590.75%+113
ISHARES TR49,33843,098-6,2406,2226,3134.97%+91
VISTRA CORP(VST)3,8684,459+5915866740.53%+87
KRANESHARES TRUST20,94926,974+6,0255896740.53%+85
BERKSHIRE HATHAWAY INC DEL584700+1162783550.28%+77
DIREXION SHARES ETF TRUST
DLY AVGO BEAR 1X
10,97120,362+9,3911111680.13%+57
JPMORGAN CHASE & CO(JPM)992962-302933220.25%+29
ISHARES TR4871,948+1,4612102360.19%+26
GOLDMAN SACHS ETF TR2,6142,61402242490.20%+25
MICROSOFT CORP(MSFT)916919+33423590.28%+17
NB BANCORP INC(NBBK)11,69312,493+8002552640.21%+9
VANGUARD MALVERN FDS18,93318,968+359659700.76%+5
ENVOY MEDICAL INC12,00012,0000890.01%+1
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
8,9238,031-8921,0141,0110.80%-2
DENISON MINES CORP(DNN)15,00015,000054480.04%-6
ISHARES TR584506-783873790.30%-8
IQIYI INC(IQ)11,1440-11,144150-15
VALERO ENERGY CORP(VLO)32,3740-32,374320-32
ISHARES TR12,11612,125+94313870.30%-44
WISDOMTREE TR(WT)20,06818,106-1,9628267770.61%-49
COMCAST CORP NEW(CCZ)21,6030-21,603490-49
TELADOC HEALTH INC(TDOC)10,2500-10,250550-55
ALLSTATE CORP(ALL)3,4682,648-8207236630.52%-60
GALIANO GOLD INC26,5000-26,500670-67
ISHARES TR7,9596,999-9608477520.59%-95
ISHARES TR11,0057,850-3,1553362390.19%-96
FORTUNA MNG CORP(FSM)15,0000-15,0001540-154
TILLYS INC40,0000-40,0001760-176
ISHARES INC29,83427,792-2,0421,1509570.75%-193
ISHARES BITCOIN TRUST ETF(IBIT)13,0489,015-4,0335163140.25%-201
VERIZON COMMUNICATIONS INC(VZ)4,3010-4,3012110-211
VANGUARD WORLD FD3,4000-3,4002200-220
CHEVRON CORPORATION(CVX)1,1440-1,1442280-228
TERADYNE INC(TER)7610-7612400-240
JOHNSON & JOHNSON(JNJ)1,0100-1,0102430-243
AT&T INC(T)8,8810-8,8812510-251
ALPHABET INC(GOOG)252,531661-251,8705042380.19%-266
SPDR SERIES TRUST
ST BLOO HIGH ETF
3,1240-3,1243000-300
AUTOMATIC DATA PROCESSING IN1,4880-1,4883040-304
VANGUARD INDEX FDS1,5430-1,5433050-305
SPDR SERIES TRUST
ST STR SP BIOT
2,4850-2,4853200-320
UBER TECHNOLOGIES INC(UBER)4,5050-4,5053250-325
ALPHABET INC(GOOG)1,1170-1,1173320-332
BOEING CO(BA)1,7550-1,7553730-373
CAVA GROUP INC(CAVA)(Call)0003860-386
TEXAS PACIFIC LAND CORPORATI(TPL)9000-9004040-404
CITI TRENDS INC10,0000-10,0004580-458
TESLA INC(TSLA)1,4000-1,4004940-494
ISHARES TR3,9951,671-2,3241,0084970.39%-511
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,5130-3,5135180-518
CAPITOL SER TR
FAIR TA SECT ETF
17,5130-17,5135370-537
ISHARES TR6,7500-6,7505440-544
ISHARES TR5,0000-5,0005450-545
EXXON MOBIL CORP10,1017,743-2,3581,6501,0620.84%-589
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,2920-12,2926130-613
VANGUARD INTL EQUITY INDEX F29,96515,749-14,2161,6189300.73%-689
SPDR GOLD TR(GLD)13,12112,995-1265,6114,9143.87%-698
ARGAN INC1,2580-1,2587200-720
ISHARES TR2,2950-2,2957900-790
ISHARES INC18,7980-18,7981,0110-1,011
SELECT SECTOR SPDR TR
ST STR UTIL ETF
22,3730-22,3731,0330-1,033
POWELL INDS INC(POWL)5,6250-5,6251,0500-1,050
ISHARES TR20,1100-20,1101,1480-1,148
VANGUARD INTL EQUITY INDEX F15,1160-15,1161,2660-1,266
SELECT SECTOR SPDR TR
ST STR DISCR ETF
11,9580-11,9581,3040-1,304
PROSHARES TR
SHOR S&P 500 NEW
37,6280-37,6281,4090-1,409
CAVA GROUP INC(CAVA)17,7250-17,7251,4560-1,456
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
23,7890-23,7891,7500-1,750
SELECT SECTOR SPDR TR
ST STR ENERG ETF
29,5610-29,5611,7640-1,764
NVIDIA CORPORATION(NVDA)731,0643,564-727,5002,4886940.55%-1,793
ISHARES TR103,51852,204-51,3147,0873,9723.13%-3,115
AMAZON COM INC(AMZN)1,816,39115,946-1,800,4457,0783,8703.05%-3,208
SELECT SECTOR SPDR TR
ST STR STAPL ETF
41,0770-41,0773,3950-3,395
BLACKROCK ETF TRUST II75,5670-75,5673,9230-3,923
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