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Amplius Wealth Advisors

Latest statistics and disclosures from Amplius Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAAA, PVAL, RECS, TMFC, STIP, and represent 43.00% of Amplius Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GPZ (+$13M), BIZD (+$12M), EMGF (+$8.6M), TMFC, AAAA, STIP, JMUB, DGRW, BOXX, QQQ.
Started 10 new stock positions in MRK, EMGF, VPL, GPZ, VWO, NYF, INTC, EME, NFLX, APD.
Reduced shares in these 10 stocks: JPEM (-$7.6M), BXSL, PVAL, USTB, GSST, AVEM, IOO, CGIC, BIV, BUFR.
Sold out of its positions in ACM, BTX, ECVT, TJUL, IVE, IBIT, Marsh & McLennan Companies, NOW, MMM, ESGV. XFLT, MDT.
Amplius Wealth Advisors was a net buyer of stock by $30M.
Amplius Wealth Advisors has $1.2B in assets under management (AUM), dropping by 0.65%.
Central Index Key (CIK): 0001900584

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Portfolio Holdings for Amplius Wealth Advisors

Amplius Wealth Advisors holds 175 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Amplius Aggressv (AAAA)	20.2	$243M		9.1M	26.75	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	7.7	$92M	-3%	2.0M	46.40	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	5.4	$65M	+2%	1.7M	38.98	View chart
RBB Motley Fol Etf (TMFC)	5.3	$64M	+6%	969k	65.97	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.4	$53M	+5%	510k	103.43	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	3.8	$45M		671k	67.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.5	$42M	+2%	336k	124.31	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	3.2	$38M	-4%	752k	50.55	View chart
Ishares Tr Global 100 Etf (IOO)	3.1	$38M	-4%	310k	120.97	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	3.1	$37M	-4%	733k	50.58	View chart
Capital Group International SHS (CGIC)	2.7	$33M	-3%	992k	33.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$31M	-5%	387k	80.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$28M	+8%	49k	577.18	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.1	$25M	+10%	283k	87.84	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.1	$25M	+10%	212k	116.29	View chart
Chubb (CB)	2.0	$25M		75k	325.93	View chart
Ishares Tr S&p 100 Etf (OEF)	2.0	$24M	+3%	77k	318.07	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$19M	+15%	385k	49.99	View chart
Blackstone Group Inc Com Cl A (BX)	1.2	$15M		129k	114.99	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	1.1	$13M	+873%	1.0M	12.80	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	1.0	$13M	NEW	584k	21.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$12M	+4%	26k	463.20	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.0	$12M		86k	138.37	View chart
Apple (AAPL)	1.0	$12M		47k	253.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.9	$11M	+13%	192k	54.84	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$8.7M	-3%	85k	102.25	View chart
Ishares Emng Mkts Eqt (EMGF)	0.7	$8.6M	NEW	143k	60.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$7.0M		49k	142.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$6.7M		10k	650.36	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.6	$6.7M	-3%	115k	58.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$6.6M		42k	155.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$5.7M		65k	88.16	View chart
Affiliated Managers (AMG)	0.5	$5.4M		20k	276.70	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.4	$4.5M	-52%	192k	23.69	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.4	$4.2M	-8%	100k	42.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.8M		20k	191.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.6M		42k	86.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.6M		5.00	718140.00	View chart
Broadcom (AVGO)	0.3	$3.6M	+54%	12k	309.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.3M		7.7k	430.29	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$3.1M	-19%	92k	33.77	View chart
Amazon (AMZN)	0.2	$2.9M		14k	208.26	View chart
Microsoft Corporation (MSFT)	0.2	$2.7M	-2%	7.4k	370.16	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.6M		91k	28.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.5M	-29%	33k	77.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.5M		8.7k	287.57	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.2	$2.4M	-18%	49k	49.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.4M		11k	215.05	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.2	$2.4M	-18%	83k	28.86	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.2	$2.4M		104k	22.70	View chart
Verisk Analytics (VRSK)	0.2	$2.2M	-5%	12k	189.75	View chart
NVIDIA Corporation (NVDA)	0.2	$2.1M		12k	174.39	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.2	$2.1M	-3%	76k	27.23	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$2.0M	+11%	98k	20.51	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.9M	+3%	21k	89.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M		6.4k	286.86	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$1.8M		40k	46.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M	-4%	25k	67.53	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.6M		5.6k	294.14	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.5M	+13%	13k	114.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M		3.5k	426.40	View chart
Hubbell (HUBB)	0.1	$1.5M		3.0k	490.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M	+4%	7.5k	196.20	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.1	$1.3M		48k	26.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M	-4%	6.0k	213.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M	-29%	14k	90.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M		2.4k	479.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	-4%	17k	69.75	View chart
Golub Capital BDC (GBDC)	0.1	$1.1M	+99%	84k	12.66	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.0M	+10%	16k	67.22	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$939k	-89%	15k	62.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$929k	+3%	5.5k	169.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$927k		8.7k	106.50	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$920k	-4%	12k	78.27	View chart
Eli Lilly & Co. (LLY)	0.1	$919k	-2%	999.00	919.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$914k		1.4k	653.05	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$906k		6.7k	135.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$885k		6.7k	132.90	View chart
Johnson & Johnson (JNJ)	0.1	$881k	+7%	3.6k	244.43	View chart
United Parcel Service CL B (UPS)	0.1	$863k		8.8k	98.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$819k		4.3k	191.81	View chart
Meta Platforms Cl A (META)	0.1	$801k		1.4k	572.18	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.1	$788k		30k	26.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$785k		8.1k	97.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$764k		2.9k	261.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$744k		10k	73.14	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$739k	-9%	26k	28.16	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.1	$714k	-7%	27k	26.95	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$712k		17k	43.13	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$675k	-23%	14k	50.08	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$665k	-5%	17k	38.74	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$653k	NEW	6.7k	97.73	View chart
Procter & Gamble Company (PG)	0.1	$649k	-10%	4.5k	144.44	View chart
Home Depot (HD)	0.1	$640k	-2%	1.9k	328.89	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$640k	+3%	28k	22.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$638k		5.6k	113.10	View chart
Wal-Mart Stores (WMT)	0.1	$611k		4.9k	124.28	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$599k	+37%	7.6k	78.66	View chart
Chevron Corporation (CVX)	0.0	$568k		2.7k	206.90	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$554k		21k	27.01	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.0	$544k	-23%	29k	19.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$518k		2.8k	184.26	View chart
Abbvie (ABBV)	0.0	$510k		2.3k	217.49	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$503k	+5%	36k	14.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$498k	+21%	1.6k	320.73	View chart
Palantir Technologies Cl A (PLTR)	0.0	$497k	+6%	3.4k	146.27	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$487k	-12%	12k	40.81	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$478k	-8%	10k	46.53	View chart
Coca-Cola Company (KO)	0.0	$473k	-9%	6.2k	76.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$473k		791.00	597.65	View chart
UnitedHealth (UNH)	0.0	$473k	-15%	1.7k	270.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$471k		1.6k	302.27	View chart
Costco Wholesale Corporation (COST)	0.0	$470k	+10%	472.00	996.43	View chart
Visa Com Cl A (V)	0.0	$454k	-3%	1.5k	302.29	View chart
American Express Company (AXP)	0.0	$447k		1.5k	302.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$433k		991.00	436.89	View chart
Morgan Stanley Com New (MS)	0.0	$431k		2.6k	164.57	View chart
Walt Disney Company (DIS)	0.0	$426k	-7%	4.4k	96.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$419k	+8%	6.5k	64.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$412k		1.2k	338.03	View chart
Cisco Systems (CSCO)	0.0	$406k	-3%	5.2k	77.59	View chart
Bank of America Corporation (BAC)	0.0	$405k		8.3k	48.75	View chart
Tesla Motors (TSLA)	0.0	$405k	+9%	1.1k	371.82	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$396k		3.6k	110.86	View chart
Nextera Energy (NEE)	0.0	$388k		4.2k	92.88	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.0	$387k	-7%	16k	24.11	View chart
Aon Shs Cl A (AON)	0.0	$386k		1.2k	322.91	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$385k		3.0k	127.72	View chart
At&t (T)	0.0	$384k	-2%	13k	28.99	View chart
Marathon Petroleum Corp (MPC)	0.0	$383k		1.6k	244.18	View chart
Waste Management (WM)	0.0	$373k		1.6k	229.79	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$367k	+8%	3.5k	106.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$364k		19k	19.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$355k	-19%	1.4k	248.00	View chart
Pjt Partners Com Cl A (PJT)	0.0	$340k		2.4k	139.75	View chart
International Business Machines (IBM)	0.0	$333k		1.4k	242.39	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$331k		2.7k	120.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$330k	-25%	6.5k	50.98	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$328k		3.8k	86.36	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$327k	-5%	15k	22.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$322k	+12%	2.5k	128.12	View chart
Mastercard Incorporated Cl A (MA)	0.0	$318k	-7%	637.00	499.66	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$305k		3.0k	100.62	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$299k	+8%	2.1k	141.42	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$296k		11k	27.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$291k		2.1k	138.32	View chart
Pfizer (PFE)	0.0	$289k		10k	28.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$283k		1.3k	217.17	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$280k		5.2k	54.09	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$279k		32k	8.66	View chart
Ge Aerospace Com New (GE)	0.0	$275k	-5%	969.00	283.73	View chart
Consolidated Edison (ED)	0.0	$267k		2.4k	113.18	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.0	$255k	+2%	13k	19.15	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$255k		3.4k	74.24	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$249k		5.2k	48.15	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$245k		2.2k	109.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$242k	+3%	3.5k	70.18	View chart
Lockheed Martin Corporation (LMT)	0.0	$242k	-15%	400.00	604.39	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$237k		22k	10.88	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$231k	NEW	4.4k	53.12	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$229k	+2%	2.5k	93.26	View chart
American States Water Company (AWR)	0.0	$227k		3.0k	75.62	View chart
Merck & Co (MRK)	0.0	$221k	NEW	1.8k	120.29	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$220k	-2%	1.5k	146.61	View chart
Emcor (EME)	0.0	$216k	NEW	293.00	738.31	View chart
Air Products & Chemicals (APD)	0.0	$215k	NEW	740.00	290.49	View chart
Netflix (NFLX)	0.0	$211k	NEW	2.2k	96.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$211k		2.5k	83.58	View chart
Uber Technologies (UBER)	0.0	$210k	-2%	2.9k	71.93	View chart
Citigroup Com New (C)	0.0	$208k		1.8k	113.41	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$207k		19k	11.06	View chart
Intel Corporation (INTC)	0.0	$206k	NEW	4.7k	44.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$202k	NEW	3.7k	54.05	View chart
Rithm Capital Corp Com New (RITM)	0.0	$150k		16k	9.48	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$76k		11k	6.89	View chart

Past Filings by Amplius Wealth Advisors

SEC 13F filings are viewable for Amplius Wealth Advisors going back to 2021

Amplius Wealth Advisors 2026 Q1 filed April 13, 2026
Amplius Wealth Advisors 2025 Q4 filed Jan. 12, 2026
Amplius Wealth Advisors 2025 Q3 filed Oct. 21, 2025
Amplius Wealth Advisors 2025 Q2 filed Aug. 4, 2025
Amplius Wealth Advisors 2025 Q1 filed April 10, 2025
Amplius Wealth Advisors 2024 Q4 filed Jan. 16, 2025
Amplius Wealth Advisors 2024 Q3 filed Oct. 16, 2024
Amplius Wealth Advisors 2024 Q2 filed July 22, 2024
Amplius Wealth Advisors 2024 Q1 filed April 17, 2024
Amplius Wealth Advisors 2023 Q4 filed Jan. 10, 2024
Amplius Wealth Advisors 2023 Q3 filed Oct. 17, 2023
Amplius Wealth Advisors 2023 Q2 filed July 26, 2023
Amplius Wealth Advisors 2023 Q1 filed April 25, 2023
Amplius Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Amplius Wealth Advisors 2022 Q3 filed Nov. 10, 2022
Amplius Wealth Advisors 2022 Q2 filed July 21, 2022

View all past filings

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