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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 8,930.0 $452K 0.11% $50.60 -1.6%
62 VO VANGUARD MID CAP 5,312.0 $428K 0.10% +4K +297.3% $80.57 +3.1%
63 KLAC KLA CORP COM NEW Technology 1,417.0 $427K 0.10% +1K +714.4% $301.64 -39.1%
64 MSFT MICROSOFT Technology 1,095.0 $409K 0.10% -12.0 -1.1% $373.19 +35.3%
65 AAPL APPLE INC Technology 1,389.0 $402K 0.10% -8.0 -0.6% $289.29 +8.7%
66 SCHD SCHWAB US DIVIDEND EQUITY ETF 12,670.0 $402K 0.10% $31.71 +9.8%
67 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 9,878.0 $401K 0.10% +2K +29.6% $40.64 -0.4%
68 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%
69 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%
70 WMT WALMART INC COM Consumer Defensive 2,856.0 $323K 0.08% -83.0 -2.8% $113.26 -9.4%
71 META META PLATFORMS INC CL A Communication Services 567.0 $319K 0.08% NEW $563.25 +1.4%
72 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,545.0 $318K 0.08% -589.0 -5.8% $33.29 +36.0%
73 REET ISHARES GLOBAL REIT ETF 11,376.0 $314K 0.08% $27.62 +1.0%
74 ICF ISHARES SELECT U.S. REIT ETF 4,611.0 $312K 0.08% -41.0 -0.9% $67.63 +0.7%
75 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4,187.0 $298K 0.07% +417.0 +11.1% $71.25 +3.0%
76 ETHB ISHARES STAKED ETHEREUM TRUST ETF Financial Services 14,001.0 $284K 0.07% $20.30 +58.5%
77 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 4,596.0 $279K 0.07% -105.0 -2.2% $60.79 +4.4%
78 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,496.0 $272K 0.07% $109.08 -2.2%
79 IJH ISHARES CORE S&P MID CAP ETF 3,531.0 $272K 0.07% -87.0 -2.4% $77.10 -0.6%
80 VB VANGUARD SMALL CAP ETF 891.0 $270K 0.07% +57.0 +6.8% $303.00 +0.4%
Page 4 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%