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AIFG Consultants Ltd. — 13F Holdings & Portfolio

CIK 1988547 · latest 13F-HR filed 2026-02-04

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$58.2M

Long-equity book

Holdings

54

Distinct positions

Period

2025-12-31

Filed 2026-02-04

Q/Q Activity

+9 / −3 / ↑14 / ↓18

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TRUST CORE INVESTMENT GRADE ETF$1.2M +20.8%
  • SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$587.0K +6.7%
  • JPMORGAN ULTRA-SHORT INCOME ETF$334.0K +34.7%
  • FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF$327.5K +19.3%
  • INVESCO RAFI STRATEGIC US ETF$305.7K +17.2%
Show all 14 →

Top Trims

  • JPMORGAN EQUITY PREMIUM INCOME ETF-$2.2M -87.7%
  • FIRST TRUST LOW DURATION OPPORTUNITIES ETF-$551.2K -27.9%
  • INVESCO S&P 500 MOMENTUM ETF-$366.3K -10.1%
  • NVIDIA CORPORATION COM-$275.8K -32.4%
  • FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF-$187.7K -26.1%
Show all 18 →

New Positions

  • FRANKLIN SYSTEMATIC STYLE PREMIA ETF$2.0M
  • WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND$1.1M
  • JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF$339.9K
  • FABRINET SHS$306.9K
  • SOVEREIGN'S CAPITAL FLOURISH FUND$222.1K
Show all 9 →

Exited Positions

  • SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$1.4M
  • WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND$904.1K
  • SPDR PORTFOLIO AGGREGATE BOND ETF$245.4K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST GLDM 98149E303 $9.3M 16.02% 109,299 SH
2 FIRST TRUST CORE INVESTMENT GRADE ETF FTCB 33738D788 $7.1M 12.13% 332,811 SH
3 PIMCO ENHANCED LOW DURATION ACTIVE ETF LDUR 72201R718 $4.1M 7.08% 42,954 SH
4 INVESCO S&P 500 MOMENTUM ETF SPMO 46138E339 $3.3M 5.60% 27,328 SH
5 PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF SMMU 72201R874 $2.5M 4.27% 49,332 SH
6 INVESCO RAFI STRATEGIC US ETF IUS 46138J742 $2.1M 3.58% 36,446 SH
7 FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF FLQM 35473P884 $2.0M 3.48% 36,011 SH
8 FRANKLIN SYSTEMATIC STYLE PREMIA ETF FLSP 35473P546 $2.0M 3.47% 75,175 SH
9 FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF SDVY 33741X102 $1.9M 3.26% 49,581 SH
10 JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF JMBS 47103U852 $1.5M 2.54% 32,394 SH
11 FIRST TRUST LOW DURATION OPPORTUNITIES ETF LMBS 33739Q200 $1.4M 2.44% 28,429 SH
12 JPMORGAN ULTRA-SHORT INCOME ETF JPST 46641Q837 $1.3M 2.23% 25,631 SH
13 VANGUARD S&P 500 ETF VOO 922908363 $1.2M 2.07% 1,923 SH
14 WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND DDWM 97717X263 $1.1M 1.86% 24,907 SH
15 JPMORGAN SHORT DURATION CORE PLUS ETF JSCP 46641Q274 $955.7K 1.64% 20,096 SH
16 GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF PAVE 37954Y673 $917.3K 1.58% 19,194 SH
17 EXXON MOBIL CORP COM XOM 30231G102 $853.1K 1.46% 7,089 SH
18 STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF SPYV 78464A508 $818.9K 1.41% 14,414 SH
19 EVENTIDE HIGH DIVIDEND ETF ELCV 86280R811 $801.0K 1.38% 30,181 SH
20 GE AEROSPACE COM NEW GE 369604301 $654.8K 1.12% 2,126 SH
21 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $604.1K 1.04% 13,603 SH
22 SPDR GOLD SHARES GLD 78463V107 $591.3K 1.02% 1,492 SH
23 NVIDIA CORPORATION COM NVDA 67066G104 $576.5K 0.99% 3,091 SH
24 ALLSTATE CORP COM ALL 020002101 $552.8K 0.95% 2,656 SH
25 FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE GJUN 33740F433 $542.5K 0.93% 13,700 SH
26 FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF QQEW 337344105 $530.3K 0.91% 3,731 SH
27 FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY GMAY 33740F441 $524.5K 0.90% 12,703 SH
28 STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF SPTM 78464A805 $521.6K 0.90% 6,322 SH
29 BROADCOM INC COM AVGO 11135F101 $475.2K 0.82% 1,373 SH
30 MICROSOFT CORP COM MSFT 594918104 $428.5K 0.74% 886 SH
31 ARISTA NETWORKS INC COM SHS ANET 040413205 $415.5K 0.71% 3,171 SH
32 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $398.7K 0.68% 3,722 SH
33 ISHARES SILVER TRUST SLV 46428Q109 $377.8K 0.65% 5,864 SH
34 CHEVRON CORP NEW COM CVX 166764100 $362.3K 0.62% 2,377 SH
35 STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF SPYG 78464A409 $359.7K 0.62% 3,371 SH
36 GE VERNOVA INC COM GEV 36828A101 $354.2K 0.61% 542 SH
37 JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF JMST 46641Q654 $339.9K 0.58% 6,672 SH
38 FT VEST U.S. EQUITY BUFFER ETF - JULY FJUL 33740U208 $338.5K 0.58% 6,054 SH
39 SYSCO CORP COM SYY 871829107 $337.6K 0.58% 4,581 SH
40 APPLE INC COM AAPL 037833100 $329.1K 0.57% 1,211 SH
41 JPMORGAN CHASE & CO. COM JPM 46625H100 $314.8K 0.54% 977 SH
42 FABRINET SHS FN G3323L100 $306.9K 0.53% 674 SH
43 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $305.6K 0.52% 5,339 SH
44 INSPIRE 100 ETF BIBL 66538H534 $290.2K 0.50% 6,430 SH
45 DTE ENERGY CO COM DTE 233331107 $270.8K 0.47% 2,100 SH
46 STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF SPSM 78468R853 $247.8K 0.43% 5,288 SH
47 FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND FDL 336917109 $231.2K 0.40% 5,213 SH
48 BANK AMERICA CORP COM BAC 060505104 $229.0K 0.39% 4,164 SH
49 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $222.8K 0.38% 3,567 SH
50 SOVEREIGN'S CAPITAL FLOURISH FUND SOVF 210322202 $222.1K 0.38% 7,610 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-04 $58.2M 54 0001988547-26-000001
2025-09-30 2025-10-14 $56.7M 48 0001988547-25-000006