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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSV VANGUARD SHORT-TERM BOND ETF 13,337.0 $1.0M 0.26% +884.0 +7.1% $77.91 -0.3%
42 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 11,010.0 $941K 0.23% -190.0 -1.7% $85.49 +2.9%
43 IYW ISHARES U.S. TECHNOLOGY ETF 3,674.0 $927K 0.23% $252.23 +0.6%
44 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 9,949.0 $822K 0.20% $82.65 -1.5%
45 VUG VANGUARD GROWTH ETF 9,524.0 $820K 0.20% +8K +500.1% $86.14 +3.2%
46 VV VANGUARD LARGE-CAP ETF 2,364.0 $813K 0.20% -112.0 -4.5% $343.96 +3.3%
47 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,069.0 $799K 0.20% +13.0 +1.2% $747.02 +3.2%
48 PGX INVESCO PREFERRED ETF 73,038.0 $792K 0.20% +3K +4.7% $10.84 -1.8%
49 SPTM SPDR SER TR DJ WILSHIRE TOTAL 8,461.0 $768K 0.19% -350.0 -4.0% $90.79 +3.0%
50 USRT ISHARES CORE U.S. REIT ETF 11,208.0 $745K 0.18% -325.0 -2.8% $66.45 +0.2%
51 VGSH VANGUARD SHORT-TERM TREASURY ETF 12,491.0 $727K 0.18% +785.0 +6.7% $58.20 -0.1%
52 AGG ISHARES AGGREGATE BOND ETF 7,199.0 $713K 0.17% -704.0 -8.9% $98.97 -1.2%
53 BLKB BLACKBAUD INC Technology 23,365.0 $692K 0.17% $29.62 +64.0%
54 SCHG SCHWAB US LARGE CAP GROWTH ETF 18,438.0 $624K 0.15% -2K -10.1% $33.84 +6.0%
55 SCHE SCHWAB EMERGING MARKET EQ ETF 16,381.0 $594K 0.15% -630.0 -3.7% $36.26 +2.8%
56 EXXONMOBIL HOLDINGS CORP COM SHS 4,062.0 $555K 0.14% NEW $136.71
57 SCHO SCHWAB SHORT TERM US TREASURY ETF 21,320.0 $515K 0.13% -4K -15.6% $24.14 -0.1%
58 IWM ISHARES RUSSELL 2000 ETF 1,708.0 $513K 0.13% -31.0 -1.8% $300.43 -0.2%
59 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 19,291.0 $495K 0.12% -6K -22.7% $25.68 -1.9%
60 AMZN AMAZON COM INC COM Consumer Cyclical 1,974.0 $470K 0.12% -119.0 -5.7% $238.34 +7.5%
Page 3 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%