Arkolith/Funds/Amicus Financial Advisors, LLC

Amicus Financial Advisors, LLC

CIK 2113629Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Amicus Financial Advisors, LLC holds a focused book of 95 stocks worth $407.0M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Eaglerock LD LLC CL A SHS Rep Ltd and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 15% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+5.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
30
existing
Trimmed
44
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.2%
+5.4%/yr · since Mar '26
Their reported book
+4.3%
held from quarter-end
S&P 500
+8.0%
same window
$9K$10K$10K$11K$11KMar '26Mar '26Apr '26May '26Jun '26Jul '26
Amicus Financial Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +4.3%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Amicus Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
66%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Energy
0%
Financials
0%
Consumer Discretionary
0%
Consumer Staples
0%
Materials
0%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Amicus Financial Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$317.9B
ENVESTNET ASSET MANAGEMENT INC77 / 80$91.6B
ROYAL BANK OF CANADA77 / 80$89.6B
UBS Group AG77 / 80$86.7B
RAYMOND JAMES FINANCIAL INC77 / 80$78.6B
LPL Financial LLC77 / 80$72.8B
Cetera Investment Advisers77 / 80$22.9B
OSAIC HOLDINGS, INC.77 / 80$14.9B

Ranked by how many of Amicus Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

95 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional US Core Equity Market ETF
ETF
$60.7M1.18M
14.9%
−7.5%
Reduced · −95K sh
2Vanguard Total Bond Market ETF
ETF
$48.2M656.5K
11.8%
−4.5%
Reduced · −31K sh
3Dimensional International Core Equity Market ETF
ETF
$32.4M784.6K
8.0%
−6.8%
Reduced · −57K sh
4Vanguard Total World Bond ETF
ETF
$32.2M470.0K
7.9%
+3.4%
Added · +15K sh
5Vanguard Total STK MKT
ETF
$31.3M84.6K
7.7%
−2.1%
Reduced · −2K sh
6Dimensional US Core Equity 1 ETF
ETF
$15.9M194.1K
3.9%
+197%
Added · +129K sh
7Schwab US Aggregate Bond ETF
ETF
$13.4M578.6K
3.3%
−0.9%
Reduced · −5K sh
8Schwab Etfs- US Small-Cap ETF
ETF
$12.3M339.2K
3.0%
−5.8%
Reduced · −21K sh
9State Street SPDR Portfolio Developed World Ex-US ETF
ETF
$11.8M233.9K
2.9%
−1.3%
Reduced · −3K sh
10Dimensional Emerging Core Equity Market ETF
ETF
$10.6M262.7K
2.6%
+1.9%
Added · +5K sh
11Schwab US Tips ETF
ETF
$9.1M344.8K
2.2%
−1.8%
Reduced · −6K sh
12Ishares Broad Usd High Yield Corporate Bond ETF
ETF
$8.7M235.1K
2.1%
−1.5%
Reduced · −4K sh
13Dimensional International Core Equity 2 ETF
ETF
$8.7M232.3K
2.1%
+120%
Added · +127K sh
14SCH US REIT ETF
ETF
$8.2M347.8K
2.0%
−1.8%
Reduced · −6K sh
15Vanguard REIT Index ETF
ETF
$7.5M77.5K
1.8%
−1.3%
Reduced · −1K sh
16Dimensional U.S. Core Equity 2 ETF
ETF
$5.3M120.4K
1.3%
+10%
Added · +11K sh
17Vanguard Global Ex-U.S. Real Estate ETF
ETF
$4.9M108.8K
1.2%
−1.6%
Reduced · −2K sh
18Vanguard Value ETF
ETF
$4.6M21.3K
1.1%
−5.8%
Reduced · −1K sh
19Schwab Etfs- US Broad Market ETF
ETF
$4.6M157.4K
1.1%
−9.3%
Reduced · −16K sh
20Vanguard Tax-Exempt Bond ETF
ETF
$4.4M86.0K
1.1%
+260%
Added · +62K sh
21Eaglerock LD LLC CL A SHS Rep Ltd
Stock
$4.0M189.3K
1.0%
New
New position
22Dimensional Global Real Estate ETF
ETF
$3.5M120.6K
0.9%
+121%
Added · +66K sh
23State Street SPDR Portfolio S&P 600 Small Cap ETF
ETF
$3.4M58.7K
0.8%
−2.4%
Reduced · −1K sh
24Ishares Preferred & Income Securities ETF
ETF
$3.3M108.3K
0.8%
+3.1%
Added · +3K sh
25Dimensional Inflation-Protected Securities ETF
ETF
$3.2M77.2K
0.8%
+38%
Added · +21K sh
26Vanguard Ftse Emerging Markets ETF
ETF
$2.8M47.1K
0.7%
−1.4%
Reduced · −649 sh
27Schwab US Large Cap Value ETF
ETF
$2.8M79.8K
0.7%
−6.0%
Reduced · −5K sh
28Vanguard S&P 500 ETF
ETF
$2.5M3.6K
0.6%
−0.9%
Reduced · −34 sh
29Schwab International Equity ETF
ETF
$2.4M88.2K
0.6%
−5.6%
Reduced · −5K sh
30Schwab International Small-Cap Equity ETF
ETF
$2.3M48.6K
0.6%
−3.3%
Reduced · −2K sh
31Vanguard High Dividend Yield Index ETF
ETF
$2.3M14.5K
0.6%
−0.7%
Reduced · −99 sh
32Ishares S&P 500 Index
ETF
$2.2M3.0K
0.5%
+11%
Added · +289 sh
33Vanguard Intermediate-Term Bond ETF
ETF
$2.2M28.2K
0.5%
+0.1%
Added · +31 sh
34Schwab US Mid-Cap ETF
ETF
$2.1M57.6K
0.5%
−3.2%
Reduced · −2K sh
35Vanguard Short-Term Inflation-Protected Securities ETF
ETF
$2.0M40.5K
0.5%
+1.9%
Added · +743 sh
36State Street SPDR Portfolio High Yield Bond ETF
ETF
$1.6M67.3K
0.4%
+72%
Added · +28K sh
37Vanguard Ultra-Short Bond ETF
ETF
$1.4M27.9K
0.3%
~0%
Added · +6 sh
38Schwab U.S. Large-Cap ETF
ETF
$1.4M47.0K
0.3%
+0.1%
Added · +62 sh
39Chevron Corporation Com
Stock
$1.2M7.2K
0.3%
Held
40Innovator Equity Managed Floor ETF
ETF
$1.1M29.5K
0.3%
New
New position
41Vanguard Short-Term Bond ETF
ETF
$1.0M13.3K
0.3%
+7.1%
Added · +884 sh
42Vanguard Total International Stock ETF
ETF
$941K11.0K
0.2%
−1.7%
Reduced · −190 sh
43Ishares U.S. Technology ETF
ETF
$927K3.7K
0.2%
Held
44Vanguard Intermediate-Term Corporate Bond ETF
ETF
$822K9.9K
0.2%
~0%
Added · +3 sh
45Vanguard Growth ETF
ETF
$820K9.5K
0.2%
+500%
Added · +8K sh
46Vanguard Large-Cap ETF
ETF
$813K2.4K
0.2%
−4.5%
Reduced · −112 sh
47State Street SPDR S&P 500 ETF
ETF
$799K1.1K
0.2%
+1.2%
Added · +13 sh
48Invesco Preferred ETF
ETF
$792K73.0K
0.2%
+4.7%
Added · +3K sh
49SPDR Ser TR DJ Wilshire Total
ETF
$768K8.5K
0.2%
−4.0%
Reduced · −350 sh
50Ishares Core U.S. REIT ETF
ETF
$745K11.2K
0.2%
−2.8%
Reduced · −325 sh
Showing 50 of 95 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202695$407.0M13F-HR
Q1 2026Mar 31, 2026Apr 14, 202690$363.0M13F-HR
Q4 2025Dec 31, 2025Mar 2, 202690$358.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.