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AIFG Consultants Ltd. — 13F Holdings & Portfolio

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

Backtest portfolio

AIFG Consultants Ltd. manages $58.2M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are GLDM (16.02%), FTCB (12.13%), LDUR (7.08%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 9 new positions and exited 3; 14 existing positions rose in reported value and 18 fell.

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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q4 25
GLDM16.0% · -4%FTCB12.1% · +21%LDUR7.1% · -0%SPMO5.6% · -9%SMMU4.3% · +3%IUS3.6% · +13%FLQM3.5% · +20%FLSP3.5% · newSDVY3.3% · +11%JMBS2.5% · +12%LMBS2.4% · -28%JPST2.2% · +35%VOO2.1% · -8%DDWM1.9% · newJSCP1.6% · +13%PAVE1.6% · +1%XOM1.5% · -5%SPYV1.4% · -1%ELCV1.4% · +15%GE1.1% · +9%SPDW1.0% · -13%GLD1.0% · -3%NVDA1.0% · -32%ALL0.9% · 0%GJUN0.9% · 0%QQEW0.9% · -27%GMAY0.9% · -10%SPTM0.9% · -23%AVGO0.8% · +16%MSFT0.7% · -1%ANET0.7% · +31%MUB0.7% · -4%SLV0.6% · -36%CVX0.6% · 0%SPYG0.6% · -9%GEV0.6% · +9%JMST0.6% · newFJUL0.6% · -22%SYY0.6% · -0%AAPL0.6% · -2%JPM0.5% · -16%FN0.5% · newJEPI0.5% · -88%BIBL0.5% · -4%DTE0.5% · 0%SPSM0.4% · -15%FDL0.4% · -44%BAC0.4% · -31%VEA0.4% · -1%SOVF0.4% · newMU0.4% · newSTX0.4% · newNYM0.4% · newPCAR0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q3 25 → Q4 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 30, 2026.

Assets Under Management
$213.0M
Discretionary
$213.0M
Employees
11
Accounts
463
Address
139 MEYER ROAD
HALFMOON, NY 12065
Phone
(518) 406-5624
Website
Name Title / Status Ownership Type
HEIN, JANSEN, WILLIAM ControlCHIEF COMPLIANCE OFFICER
since Jul 2024
Less than 5%Individual
SIMMONS, DONALD, EDWARD ControlFOUNDER, PRINCIPAL AND EXECUTIVE DIRECTOR
since Aug 2015
75% or moreIndividual
Ownership & leadership changes · 8 filings with changes since Sep 30, 2015

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 26, 2025 filing
  • No longer listedHIGGINS, AUDRA, KEARNEY · OWNER · 10–25% · listed since Aug 2015
  • No longer listedLEADER, DARREN, JAMES · OWNER · 10–25% · listed since Sep 2015
Jul 3, 2024 filing
  • No longer listedHEROUX, CHRISTINE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Apr 2024
  • AddedHEIN, JANSEN, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Apr 24, 2024 filing
  • AddedHEROUX, CHRISTINE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedHIGGINS, AUDRA, KEARNEY · title PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → OWNER; no longer a control person
  • ChangedLEADER, DARREN, JAMES · no longer a control person
Mar 20, 2024 filing
  • ChangedLEADER, DARREN, JAMES · title PARTNER AND DIRECTOR OF FINANCIAL PLANNING & RESEARCH → OWNER
Mar 30, 2020 filing
  • ChangedHIGGINS, AUDRA, KEARNEY · title CHIEF COMPLIANCE OFFICER → PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
  • ChangedLEADER, DARREN, JAMES · title DIRECTOR OF FINANCIAL PLANNING & RESEARCH → PARTNER AND DIRECTOR OF FINANCIAL PLANNING & RESEARCH
  • ChangedSIMMONS, DONALD, EDWARD · title FOUNDER AND EXECUTIVE DIRECTOR → FOUNDER, PRINCIPAL AND EXECUTIVE DIRECTOR
Mar 10, 2018 filing
  • ChangedLEADER, DARREN, JAMES · ownership 5–10% → 10–25%
Mar 16, 2017 filing
  • ChangedHIGGINS, AUDRA, KEARNEY · ownership Less than 5% → 10–25%
  • ChangedLEADER, DARREN, JAMES · ownership Less than 5% → 5–10%
Oct 14, 2015 filing
  • AddedLEADER, DARREN, JAMES · DIRECTOR OF FINANCIAL PLANNING & RESEARCH · Less than 5% · control person
Sep 30, 2015 filing (earliest on record)
  • ListedHIGGINS, AUDRA, KEARNEY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSIMMONS, DONALD, EDWARD · FOUNDER AND EXECUTIVE DIRECTOR · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

AIFG Consultants Ltd. Holdings (2025-12-31)

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