Filed: 2/4/2026ACC: 0001988547-26-000001
π What this filing means
AIFG CONSULTANTS LTD. filed this quarterly 13FβHR report disclosing 54 equity positions with a total reported market value of $58.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$58.24M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
ETF$51.14M87.8%
STOCK$7.10M12.2%
Portfolio Concentration
Top 3$20.52M35.2%
4β10$15.26M26.2%
11β25$12.88M22.1%
Rest$9.58M16.5%
Top 3 weight
35.2%
Top 10 weight
61.4%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
1.12M
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)
Sole54
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings54
Rows:
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
SOLEShares109.30K
TypeSH
Market value$9.33M
16.02%
Sole
109.30K
Shared
0.00
None
0.00
FIRST TRUST CORE INVESTMENT GRADE ETF
SOLEShares332.81K
TypeSH
Market value$7.07M
12.13%
Sole
332.81K
Shared
0.00
None
0.00
PIMCO ENHANCED LOW DURATION ACTIVE ETF
SOLEShares42.95K
TypeSH
Market value$4.12M
7.08%
Sole
42.95K
Shared
0.00
None
0.00
INVESCO S&P 500 MOMENTUM ETF
SOLEShares27.33K
TypeSH
Market value$3.26M
5.60%
Sole
27.33K
Shared
0.00
None
0.00
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
SOLEShares49.33K
TypeSH
Market value$2.49M
4.27%
Sole
49.33K
Shared
0.00
None
0.00
INVESCO RAFI STRATEGIC US ETF
SOLEShares36.45K
TypeSH
Market value$2.08M
3.58%
Sole
36.45K
Shared
0.00
None
0.00
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
SOLEShares36.01K
TypeSH
Market value$2.03M
3.48%
Sole
36.01K
Shared
0.00
None
0.00
FRANKLIN SYSTEMATIC STYLE PREMIA ETF
SOLEShares75.17K
TypeSH
Market value$2.02M
3.47%
Sole
75.17K
Shared
0.00
None
0.00
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SOLEShares49.58K
TypeSH
Market value$1.90M
3.26%
Sole
49.58K
Shared
0.00
None
0.00
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
SOLEShares32.39K
TypeSH
Market value$1.48M
2.54%
Sole
32.39K
Shared
0.00
None
0.00
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
SOLEShares28.43K
TypeSH
Market value$1.42M
2.44%
Sole
28.43K
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ETF
SOLEShares25.63K
TypeSH
Market value$1.30M
2.23%
Sole
25.63K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares1.92K
TypeSH
Market value$1.21M
2.07%
Sole
1.92K
Shared
0.00
None
0.00
WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
SOLEShares24.91K
TypeSH
Market value$1.08M
1.86%
Sole
24.91K
Shared
0.00
None
0.00
JPMORGAN SHORT DURATION CORE PLUS ETF
SOLEShares20.10K
TypeSH
Market value$955.7K
1.64%
Sole
20.10K
Shared
0.00
None
0.00
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
SOLEShares19.19K
TypeSH
Market value$917.3K
1.58%
Sole
19.19K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares7.09K
TypeSH
Market value$853.1K
1.46%
Sole
7.09K
Shared
0.00
None
0.00
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
SOLEShares14.41K
TypeSH
Market value$818.9K
1.41%
Sole
14.41K
Shared
0.00
None
0.00
EVENTIDE HIGH DIVIDEND ETF
SOLEShares30.18K
TypeSH
Market value$801.0K
1.38%
Sole
30.18K
Shared
0.00
None
0.00
GE AEROSPACE COM NEW
SOLEShares2.13K
TypeSH
Market value$654.8K
1.12%
Sole
2.13K
Shared
0.00
None
0.00
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares13.60K
TypeSH
Market value$604.1K
1.04%
Sole
13.60K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares1.49K
TypeSH
Market value$591.3K
1.02%
Sole
1.49K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares3.09K
TypeSH
Market value$576.5K
0.99%
Sole
3.09K
Shared
0.00
None
0.00
ALLSTATE CORP COM
SOLEShares2.66K
TypeSH
Market value$552.8K
0.95%
Sole
2.66K
Shared
0.00
None
0.00
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
SOLEShares13.70K
TypeSH
Market value$542.5K
0.93%
Sole
13.70K
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 | 109.30K | SH | $9.33M 16.02% | 109.30K | 0.00 | 0.00 |
FIRST TRUST CORE INVESTMENT GRADE ETFSOLE | ETF | 332.81K | SH | $7.07M 12.13% | 332.81K | 0.00 | 0.00 |
PIMCO ENHANCED LOW DURATION ACTIVE ETFSOLE | ETF | 42.95K | SH | $4.12M 7.08% | 42.95K | 0.00 | 0.00 |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 27.33K | SH | $3.26M 5.60% | 27.33K | 0.00 | 0.00 |
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFSOLE | ETF | 49.33K | SH | $2.49M 4.27% | 49.33K | 0.00 | 0.00 |
INVESCO RAFI STRATEGIC US ETFSOLE | ETF | 36.45K | SH | $2.08M 3.58% | 36.45K | 0.00 | 0.00 |
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETFSOLE | ETF | 36.01K | SH | $2.03M 3.48% | 36.01K | 0.00 | 0.00 |
FRANKLIN SYSTEMATIC STYLE PREMIA ETFSOLE | ETF | 75.17K | SH | $2.02M 3.47% | 75.17K | 0.00 | 0.00 |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 49.58K | SH | $1.90M 3.26% | 49.58K | 0.00 | 0.00 |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 32.39K | SH | $1.48M 2.54% | 32.39K | 0.00 | 0.00 |
FIRST TRUST LOW DURATION OPPORTUNITIES ETFSOLE | ETF | 28.43K | SH | $1.42M 2.44% | 28.43K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 25.63K | SH | $1.30M 2.23% | 25.63K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 1.92K | SH | $1.21M 2.07% | 1.92K | 0.00 | 0.00 |
WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDSOLE | ETF | 24.91K | SH | $1.08M 1.86% | 24.91K | 0.00 | 0.00 |
JPMORGAN SHORT DURATION CORE PLUS ETFSOLE | ETF | 20.10K | SH | $955.7K 1.64% | 20.10K | 0.00 | 0.00 |
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFSOLE | ETF | 19.19K | SH | $917.3K 1.58% | 19.19K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 7.09K | SH | $853.1K 1.46% | 7.09K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 14.41K | SH | $818.9K 1.41% | 14.41K | 0.00 | 0.00 |
EVENTIDE HIGH DIVIDEND ETFSOLE | ETF | 30.18K | SH | $801.0K 1.38% | 30.18K | 0.00 | 0.00 |
GE AEROSPACE COM NEWSOLE | Stock | 2.13K | SH | $654.8K 1.12% | 2.13K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 13.60K | SH | $604.1K 1.04% | 13.60K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 1.49K | SH | $591.3K 1.02% | 1.49K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 3.09K | SH | $576.5K 0.99% | 3.09K | 0.00 | 0.00 |
ALLSTATE CORP COMSOLE | Stock | 2.66K | SH | $552.8K 0.95% | 2.66K | 0.00 | 0.00 |
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNESOLE | ETF | 13.70K | SH | $542.5K 0.93% | 13.70K | 0.00 | 0.00 |
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