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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 8,704.0 $255K 0.06% NEW $29.28 +12.3%
82 AMD ADVANCED MICRO DEVICES INC COM Technology 438.0 $254K 0.06% -806.0 -64.8% $580.91 -18.7%
83 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 2,439.0 $247K 0.06% $101.31 -0.4%
84 ELF E L F BEAUTY INC COM Consumer Defensive 3,292.0 $244K 0.06% NEW $74.00 +43.7%
85 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 4,528.0 $243K 0.06% $53.61 +8.1%
86 IFLR INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF 4,467.0 $237K 0.06% NEW $53.05 +2.6%
87 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 15,200.0 $228K 0.06% $15.03 +58.9%
88 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 4,375.0 $228K 0.06% $52.15 +8.4%
89 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,222.0 $226K 0.06% NEW $185.23 -3.4%
90 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 4,734.0 $226K 0.06% $47.71 +5.0%
91 DFCF DIMENSIONAL CORE FIXED INCOME ETF 5,063.0 $214K 0.05% -470.0 -8.5% $42.21 -1.3%
92 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 3,900.0 $213K 0.05% NEW $54.63 +2.1%
93 URNM SPROTT URANIUM MINERS ETF 3,984.0 $210K 0.05% $52.59 +16.0%
94 NOW SERVICENOW INC COM Technology 2,047.0 $203K 0.05% NEW $99.28 +37.8%
95 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK Financial Services 10,818.0 $54K 0.01% $4.99 +2.9%
Page 5 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%