AMERIFLEX GROUP, INC.

Q1 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,142
Total value ($000)
$197,586
Net value change ($000)
+5,036 (2.6%)
New positions
77
Sold out positions
115
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTHI 882 8018.2%
OPPE 822 NEW
SCHD 746 165.8%
XOM 744 39.1%
CVX 687 29.5%
NOBL 641 22.5%
SPY 580 24.4%
PG 516 22.4%
CAT 446 50.4%
CGBL 422 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -5,263 -98.4%
IVV -1,255 -96.8%
ZHGIIX -1,146 -100.0%
MSFT -1,036 -26.4%
JEPI -773 -40.5%
IJH -754 -99.3%
TSLA -619 -27.6%
AAPL -563 -4.0%
LQD -495 -84.6%
IBM -492 -59.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type