AFT, Forsyth & Company, Inc. ETF holdings
Jupiter, FL
Reported $49.9M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$49.9M
ETFs held
47
Change from prior quarter
+2.5%
With price moves
ETFs as a share of its 13F
24.0%
of $207.9M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IGM | iShares Expanded Tech Sector ETF | $8.4M | 51,531 | −977 shares |
| IJR | iShares Core S&P Small-Cap ETF | $4.0M | 27,085 | −1,225 shares |
| IWR | iShares Russell Mid-Cap ETF | $3.6M | 33,074 | −1,745 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $2.0M | 26,554 | −846 shares |
| IWF | iShares Russell 1000 Growth ETF | $2.0M | 16,021 | +11,278 shares |
| IYF | iShares U.S. Financials ETF | $2.0M | 15,389 | −949 shares |
| HDV | iShares Core High Dividend ETF | $1.7M | 61,677 | +47,864 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $1.6M | 26,463 | +2,429 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $1.6M | 13,823 | −7,356 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $1.6M | 8,679 | −3,108 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001512073. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does AFT, Forsyth & Company, Inc. own?
AFT, Forsyth & Company, Inc. reported 47 ETF positions worth $49.9M in its Form 13F for June 30, 2026. The largest was IGM, at $8.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.