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Portfolio (Quarterly) Guide ↗

Amicus Financial Advisors, LLC

· CIK 0002113629
13F Portfolio $363M AUM 90 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 36 Added 26 Reduced 5 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 60,136.0 $2.9M 0.80% $48.32 +17.7%
22 SCHV SCHWAB US LARGE CAP VALUE ETF 84,929.0 $2.6M 0.71% +1K +1.2% $30.50 +14.2%
23 VWO VANGUARD FTSE EMERGING MARKETS ETF 47,723.0 $2.6M 0.71% $54.04 +8.8%
24 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 50,321.0 $2.4M 0.65% -674.0 -1.3% $46.74 +2.3%
25 DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF 55,838.0 $2.3M 0.64% +8K +16.1% $41.72 -1.1%
26 SCHF SCHWAB INTERNATIONAL EQUITY ETF 93,442.0 $2.3M 0.64% -1K -1.2% $24.75 +11.7%
27 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 28,159.0 $2.2M 0.60% +2K +7.7% $77.18 -0.4%
28 VOO VANGUARD S&P 500 ETF 3,628.0 $2.2M 0.60% +199.0 +5.8% $597.51 +13.2%
29 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 14,566.0 $2.2M 0.59% +197.0 +1.4% $148.10 +7.3%
30 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 39,727.0 $2.0M 0.55% -467.0 -1.2% $49.95 +0.5%
31 SCHM SCHWAB US MID-CAP ETF 59,497.0 $1.8M 0.51% +1K +2.2% $30.96 +17.9%
32 IVV ISHARES S&P 500 INDEX 2,696.0 $1.8M 0.48% -81.0 -2.9% $653.14 +12.8%
33 CVX CHEVRON CORPORATION COM Energy 7,198.0 $1.5M 0.41% $206.90 -16.8%
34 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 54,633.0 $1.5M 0.40% +20K +55.5% $26.58 +9.9%
35 VUSB VANGUARD ULTRA-SHORT BOND ETF 27,912.0 $1.4M 0.38% $49.79 -0.1%
36 SCHX SCHWAB U.S. LARGE-CAP ETF 46,925.0 $1.2M 0.33% $25.64 +12.6%
37 VTEB VANGUARD TAX-EXEMPT BOND ETF 23,915.0 $1.2M 0.33% +976.0 +4.2% $49.89 +1.3%
38 BSV VANGUARD SHORT-TERM BOND ETF 12,453.0 $976K 0.27% +2K +14.0% $78.41 -0.6%
39 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 39,075.0 $911K 0.25% +10K +32.1% $23.32 +0.4%
40 BLKB BLACKBAUD INC Technology 23,365.0 $902K 0.25% +6K +32.8% $38.61 -31.2%
Page 2 of 5  ·  90 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
Energy 32.5%
Technology 29.2%
Financial Services 24.3%
Consumer Cyclical 6.3%
Consumer Defensive 4.9%
Real Estate 2.8%