13F Insight
DOSSIER · 13F-HR · Q1 2026

Amicus Financial Advisors, LLC

Amicus Financial's hedge fund based in Omaha, NE — $363M in tracked AUM across 90 positions as of Q1 2026.

AF
Amicus Financial·Omaha, NE·Hedge Fund
CIK 0002113629 · last filed Mar 31, 2026
Total AUM
$363M
▲ 5.3%
vs prior
Holdings
90
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Amicus Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
$57M1.3M15.8%
02
BND
VANGUARD TOTAL BOND MARKET ETF
$51M688K14.0%
03
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$33M842K9.0%
04
BNDW
VANGUARD TOTAL WORLD BOND ETF
$31M455K8.6%
05
VTI
VANGUARD TOTAL STK MKT
$28M86K7.6%
06
SCHZ
SCHWAB US AGGREGATE BOND ETF
$14M584K3.7%
07
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$11M237K3.0%
08
SCHA
SCHWAB ETFS- US SMALL-CAP ETF
$10M360K2.9%
09
SCHP
SCHWAB US TIPS ETF
$9M351K2.6%
10
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$9M239K2.4%

Filing history

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