AiSiWhale

AI & tech investing

Amicus Financial Advisors, LLC

CIK 2113629

13F filing for Q2 2026・No. 4,438

Holdings
US$407M
Quarter change
+US$43.98M
Entries
95
Net bought (estimate)
+US$16.31M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 10
  • Sold out 5
  • Cut 44
  • Added 30
  • Corporate actions 0
  • Unchanged 11

Largest holdings

95 stocks worth US$407M, options and bonds left out.

StockThis quarterValueWeight
DIMENSIONAL US CORE EQUITY MARKET ETFETFCutUS$60.74M14.92%
VANGUARD TOTAL BOND MARKET ETFETFCutUS$48.19M11.84%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFETFCutUS$32.37M7.95%
VANGUARD TOTAL WORLD BOND ETFETFAddedUS$32.21M7.91%
VANGUARD TOTAL STK MKTETFCutUS$31.3M7.69%
DIMENSIONAL US CORE EQUITY 1 ETFETFAddedUS$15.91M3.91%
SCHWAB US AGGREGATE BOND ETFETFCutUS$13.38M3.29%
SCHWAB ETFS- US SMALL-CAP ETFETFCutUS$12.26M3.01%
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFETFCutUS$11.79M2.90%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFETFAddedUS$10.56M2.60%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.