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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
RIA/Wealth
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is a RIA/Wealth based in Pocatello, ID led by Brian Michael Kenney, reporting $229.2M in AUM as of Q3 2025 with 75% ETF concentration, 55% concentrated in top 10 holdings, and 19% allocation to SPY.
PartnerBrian Michael Kenney
- Portfolio Value
- $171.1M
- Positions
- 89
- Top Holding
- SPY at 18.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's portfolio (55.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.7M | 18.51% | +$3.6M Bought | — 453.3K shares | |
Unknown Unknown | $11.1M | 6.51% | +$992.9K Bought | — 224.3K shares | |
ETF ETF | $9.4M | 5.46% | +$161.5K Bought | — 93.2K shares | |
ETF ETF | $7.1M | 4.14% | -$42.8K Sold | — 11.8K shares | |
ETF ETF | $6.9M | 4.06% | -$18.8K Sold | — 106.0K shares | |
Specialty Retail Consumer Cyclical | $6.5M | 3.79% | -$144.7K Sold | 0.00% 29.4K shares | |
ETF ETF | $6.3M | 3.66% | +$176.4K Bought | — 70.1K shares | |
ETF ETF | $5.6M | 3.29% | -$37.5K Sold | — 47.3K shares | |
Unknown Unknown | $4.9M | 2.84% | -$17.8K Sold | — 13.7K shares | |
ETF ETF | $4.8M | 2.83% | +$2.3M Bought | — 131.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's latest filing
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Analytics
Portfolio insights and performance metrics for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
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