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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EAGLEROCK LD LLC CL A SHS REP LTD 189,301.0 $4.0M 0.99% NEW $21.25
22 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 120,641.0 $3.5M 0.86% +66K +120.8% $28.97 +1.1%
23 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 58,714.0 $3.4M 0.83% -1K -2.4% $57.67 -1.1%
24 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 108,339.0 $3.3M 0.81% +3K +3.1% $30.49 +0.5%
25 DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF 77,154.0 $3.2M 0.78% +21K +38.2% $41.25 -2.0%
26 VWO VANGUARD FTSE EMERGING MARKETS ETF 47,074.0 $2.8M 0.69% -649.0 -1.4% $59.69 +2.2%
27 SCHV SCHWAB US LARGE CAP VALUE ETF 79,828.0 $2.8M 0.68% -5K -6.0% $34.81 -0.1%
28 VOO VANGUARD S&P 500 ETF 3,594.0 $2.5M 0.61% -34.0 -0.9% $686.83 +3.2%
29 SCHF SCHWAB INTERNATIONAL EQUITY ETF 88,228.0 $2.4M 0.60% -5K -5.6% $27.70 +2.6%
30 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 48,637.0 $2.3M 0.57% -2K -3.4% $48.12 +7.8%
31 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 14,467.0 $2.3M 0.56% -99.0 -0.7% $158.03 +4.0%
32 IVV ISHARES S&P 500 INDEX 2,985.0 $2.2M 0.55% +289.0 +10.7% $748.92 +3.5%
33 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 28,190.0 $2.2M 0.53% $76.70 -1.3%
34 SCHM SCHWAB US MID-CAP ETF 57,609.0 $2.1M 0.52% -2K -3.2% $36.87 -2.3%
35 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 40,470.0 $2.0M 0.50% +743.0 +1.9% $50.23 -0.9%
36 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 67,347.0 $1.6M 0.39% +28K +72.3% $23.44 -0.3%
37 VUSB VANGUARD ULTRA-SHORT BOND ETF 27,918.0 $1.4M 0.34% $49.78 -0.0%
38 SCHX SCHWAB U.S. LARGE-CAP ETF 46,987.0 $1.4M 0.34% $29.43 +3.3%
39 CVX CHEVRON CORPORATION COM Energy 7,198.0 $1.2M 0.29% $165.76 +20.4%
40 SFLR INNOVATOR EQUITY MANAGED FLOOR ETF 29,494.0 $1.1M 0.28% NEW $38.58 +1.2%
Page 2 of 5  ·  95 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%