Filed: 10/14/2025ACC: 0001988547-25-000006
π What this filing means
AIFG CONSULTANTS LTD. filed this quarterly 13FβHR report disclosing 48 equity positions with a total reported market value of $56.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$56.72M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
ETF$50.31M88.7%
STOCK$6.41M11.3%
Portfolio Concentration
Top 3$18.73M33.0%
4β10$15.67M27.6%
11β25$13.48M23.8%
Rest$8.84M15.6%
Top 3 weight
33.0%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Sole
Full voting authority
1.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings48
Rows:
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
SOLEShares114.37K
TypeSH
Market value$8.74M
15.42%
Sole
114.37K
Shared
0.00
None
0.00
FIRST TRUST CORE INVESTMENT GRADE ETF
SOLEShares274.51K
TypeSH
Market value$5.85M
10.31%
Sole
274.51K
Shared
0.00
None
0.00
PIMCO ENHANCED LOW DURATION ACTIVE ETF
SOLEShares43.03K
TypeSH
Market value$4.14M
7.29%
Sole
43.03K
Shared
0.00
None
0.00
INVESCO S&P 500 MOMENTUM ETF
SOLEShares29.96K
TypeSH
Market value$3.63M
6.39%
Sole
29.96K
Shared
0.00
None
0.00
JPMORGAN EQUITY PREMIUM INCOME ETF
SOLEShares43.58K
TypeSH
Market value$2.49M
4.39%
Sole
43.58K
Shared
0.00
None
0.00
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
SOLEShares47.71K
TypeSH
Market value$2.41M
4.25%
Sole
47.71K
Shared
0.00
None
0.00
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
SOLEShares39.61K
TypeSH
Market value$1.97M
3.48%
Sole
39.61K
Shared
0.00
None
0.00
INVESCO RAFI STRATEGIC US ETF
SOLEShares32.20K
TypeSH
Market value$1.78M
3.13%
Sole
32.20K
Shared
0.00
None
0.00
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
SOLEShares30.09K
TypeSH
Market value$1.70M
2.99%
Sole
30.09K
Shared
0.00
None
0.00
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SOLEShares44.60K
TypeSH
Market value$1.70M
2.99%
Sole
44.60K
Shared
0.00
None
0.00
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares42.23K
TypeSH
Market value$1.43M
2.52%
Sole
42.23K
Shared
0.00
None
0.00
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
SOLEShares28.80K
TypeSH
Market value$1.32M
2.32%
Sole
28.80K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares2.08K
TypeSH
Market value$1.27M
2.25%
Sole
2.08K
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ETF
SOLEShares18.98K
TypeSH
Market value$962.7K
1.70%
Sole
18.98K
Shared
0.00
None
0.00
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
SOLEShares19K
TypeSH
Market value$905.2K
1.60%
Sole
19K
Shared
0.00
None
0.00
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
SOLEShares19.62K
TypeSH
Market value$904.1K
1.59%
Sole
19.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares4.57K
TypeSH
Market value$852.3K
1.50%
Sole
4.57K
Shared
0.00
None
0.00
JPMORGAN SHORT DURATION CORE PLUS ETF
SOLEShares17.78K
TypeSH
Market value$846.3K
1.49%
Sole
17.78K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares7.50K
TypeSH
Market value$845.1K
1.49%
Sole
7.50K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 VALUE ETF
SOLEShares14.60K
TypeSH
Market value$807.7K
1.42%
Sole
14.60K
Shared
0.00
None
0.00
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
SOLEShares5.09K
TypeSH
Market value$718.0K
1.27%
Sole
5.09K
Shared
0.00
None
0.00
EVENTIDE HIGH DIVIDEND ETF
SOLEShares26.31K
TypeSH
Market value$703.6K
1.24%
Sole
26.31K
Shared
0.00
None
0.00
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares15.70K
TypeSH
Market value$671.8K
1.18%
Sole
15.70K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
SOLEShares8.17K
TypeSH
Market value$658.6K
1.16%
Sole
8.16K
Shared
0.00
None
0.00
GE AEROSPACE COM NEW
SOLEShares1.94K
TypeSH
Market value$584.4K
1.03%
Sole
1.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTSOLE | ETF | 114.37K | SH | $8.74M 15.42% | 114.37K | 0.00 | 0.00 |
FIRST TRUST CORE INVESTMENT GRADE ETFSOLE | ETF | 274.51K | SH | $5.85M 10.31% | 274.51K | 0.00 | 0.00 |
PIMCO ENHANCED LOW DURATION ACTIVE ETFSOLE | ETF | 43.03K | SH | $4.14M 7.29% | 43.03K | 0.00 | 0.00 |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 29.96K | SH | $3.63M 6.39% | 29.96K | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 43.58K | SH | $2.49M 4.39% | 43.58K | 0.00 | 0.00 |
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFSOLE | ETF | 47.71K | SH | $2.41M 4.25% | 47.71K | 0.00 | 0.00 |
FIRST TRUST LOW DURATION OPPORTUNITIES ETFSOLE | ETF | 39.61K | SH | $1.97M 3.48% | 39.61K | 0.00 | 0.00 |
INVESCO RAFI STRATEGIC US ETFSOLE | ETF | 32.20K | SH | $1.78M 3.13% | 32.20K | 0.00 | 0.00 |
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETFSOLE | ETF | 30.09K | SH | $1.70M 2.99% | 30.09K | 0.00 | 0.00 |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 44.60K | SH | $1.70M 2.99% | 44.60K | 0.00 | 0.00 |
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 42.23K | SH | $1.43M 2.52% | 42.23K | 0.00 | 0.00 |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 28.80K | SH | $1.32M 2.32% | 28.80K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 2.08K | SH | $1.27M 2.25% | 2.08K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 18.98K | SH | $962.7K 1.70% | 18.98K | 0.00 | 0.00 |
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFSOLE | ETF | 19K | SH | $905.2K 1.60% | 19K | 0.00 | 0.00 |
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 19.62K | SH | $904.1K 1.59% | 19.62K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 4.57K | SH | $852.3K 1.50% | 4.57K | 0.00 | 0.00 |
JPMORGAN SHORT DURATION CORE PLUS ETFSOLE | ETF | 17.78K | SH | $846.3K 1.49% | 17.78K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 7.50K | SH | $845.1K 1.49% | 7.50K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 14.60K | SH | $807.7K 1.42% | 14.60K | 0.00 | 0.00 |
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDSOLE | ETF | 5.09K | SH | $718.0K 1.27% | 5.09K | 0.00 | 0.00 |
EVENTIDE HIGH DIVIDEND ETFSOLE | ETF | 26.31K | SH | $703.6K 1.24% | 26.31K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 15.70K | SH | $671.8K 1.18% | 15.70K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSOLE | ETF | 8.17K | SH | $658.6K 1.16% | 8.16K | 0.00 | 0.00 |
GE AEROSPACE COM NEWSOLE | Stock | 1.94K | SH | $584.4K 1.03% | 1.94K | 0.00 | 0.00 |
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