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Portfolio (Quarterly) Guide ↗

Amicus Financial Advisors, LLC

· CIK 0002113629
13F Portfolio $407M AUM 95 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 22 Added 44 Reduced 5 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 14,467.0 $2.3M 0.56% -99.0 -0.7% $158.03 +4.0%
22 SCHM SCHWAB US MID-CAP ETF 57,609.0 $2.1M 0.52% -2K -3.2% $36.87 -2.3%
23 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 11,010.0 $941K 0.23% -190.0 -1.7% $85.49 +2.9%
24 VV VANGUARD LARGE-CAP ETF 2,364.0 $813K 0.20% -112.0 -4.5% $343.96 +3.3%
25 SPTM SPDR SER TR DJ WILSHIRE TOTAL 8,461.0 $768K 0.19% -350.0 -4.0% $90.79 +3.0%
26 USRT ISHARES CORE U.S. REIT ETF 11,208.0 $745K 0.18% -325.0 -2.8% $66.45 +0.2%
27 AGG ISHARES AGGREGATE BOND ETF 7,199.0 $713K 0.17% -704.0 -8.9% $98.97 -1.2%
28 SCHG SCHWAB US LARGE CAP GROWTH ETF 18,438.0 $624K 0.15% -2K -10.1% $33.84 +6.0%
29 SCHE SCHWAB EMERGING MARKET EQ ETF 16,381.0 $594K 0.15% -630.0 -3.7% $36.26 +2.8%
30 SCHO SCHWAB SHORT TERM US TREASURY ETF 21,320.0 $515K 0.13% -4K -15.6% $24.14 -0.1%
31 IWM ISHARES RUSSELL 2000 ETF 1,708.0 $513K 0.13% -31.0 -1.8% $300.43 -0.2%
32 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 19,291.0 $495K 0.12% -6K -22.7% $25.68 -1.9%
33 AMZN AMAZON COM INC COM Consumer Cyclical 1,974.0 $470K 0.12% -119.0 -5.7% $238.34 +7.5%
34 MSFT MICROSOFT Technology 1,095.0 $409K 0.10% -12.0 -1.1% $373.19 +35.3%
35 AAPL APPLE INC Technology 1,389.0 $402K 0.10% -8.0 -0.6% $289.29 +8.7%
36 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 3,670.0 $400K 0.10% -251.0 -6.4% $109.10 +0.9%
37 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 4,793.0 $324K 0.08% -140.0 -2.8% $67.56 -0.6%
38 WMT WALMART INC COM Consumer Defensive 2,856.0 $323K 0.08% -83.0 -2.8% $113.26 -9.4%
39 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,545.0 $318K 0.08% -589.0 -5.8% $33.29 +36.0%
40 ICF ISHARES SELECT U.S. REIT ETF 4,611.0 $312K 0.08% -41.0 -0.9% $67.63 +0.7%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 23.7%
Energy 16.8%
Consumer Defensive 11.6%
Consumer Cyclical 6.6%
Communication Services 4.5%
Real Estate 3.2%