Amicus Financial Advisors, LLC has recently submitted its 13F-HR filing, disclosing a total portfolio value of approximately $391.3 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and highlights its positions in various securities, including notable ETFs and stocks.

The report indicates that Amicus continues to diversify its investments across multiple asset classes. The firm’s focus on ETFs and established companies reflects a strategy aimed at balancing risk and return in a volatile market environment.

Background

Amicus Financial Advisors, LLC, incorporated in Texas, operates as an investment advisory firm. The company is not publicly traded and does not have a stock ticker. This filing, dated November 3, 2026, is part of a series of 13F-HR submissions that the firm has made throughout the year, including previous filings on July 20, 2026, and April 14, 2026.

What the Filing Says

According to the latest filing, Amicus’s portfolio includes a total of 91 positions. The firm reported a total value of $391,311,873, showcasing its investment discretion over these assets. Notably, the filing does not specify any confidential information or omitted items.

Impact

This update may influence various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm’s investment strategies, while competitors might analyze Amicus's asset allocation to adjust their own strategies in the investment advisory industry.

What's Next

The filing does not specify what happens next for Amicus Financial Advisors. However, stakeholders will likely be monitoring the firm’s future filings for updates on its investment strategies and portfolio performance.