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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 Ea Series Trust, PVAL, RECS, TMFC, STIP, and represent 42.96% of Amplius Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: Ea Series Trust (+$235M), STIP (+$48M), CGIC (+$31M), USTB, GSST, IJR, JMUB, RECS, PVAL, TMFC.
Started 7 new stock positions in MPC, Ea Series Trust, COTY, EMXC, CGIC, ESGV, AEE.
Reduced shares in these 10 stocks: IOO (-$94M), HTAB (-$35M), BUFR (-$29M), OSEA (-$28M), CPSL (-$20M), OEF (-$18M), QQQ (-$16M), IUSG (-$12M), IWF, AAPL.
Sold out of its positions in ABT, AIG, AMP, ADP, BLK, BSX, CAT, C, DELL, QQQE.
Amplius Wealth Advisors was a net buyer of stock by $13M.
Amplius Wealth Advisors has $1.2B in assets under management (AUM), dropping by 7.60%.
Central Index Key (CIK): 0001900584

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Portfolio Holdings for Amplius Wealth Advisors

Amplius Wealth Advisors holds 174 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Amplius Aggressv	20.3	$235M	NEW	8.8M	26.67	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	7.4	$86M	+2%	2.0M	42.72	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	5.6	$65M	+4%	1.6M	40.35	View chart
RBB Motley Fol Etf (TMFC)	5.5	$64M	+3%	902k	70.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.2	$49M	+17600%	469k	103.36	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	3.7	$43M	+4%	659k	64.69	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	3.4	$40M	+13%	783k	50.70	View chart
Ishares Tr Global 100 Etf (IOO)	3.4	$40M	-70%	330k	120.01	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	3.4	$39M	+13%	763k	50.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$38M	+12%	319k	118.83	View chart
Capital Group International SHS (CGIC)	2.7	$31M	NEW	1.0M	30.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$30M		401k	75.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$27M	-38%	44k	600.36	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$25M	-41%	74k	332.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.9	$22M	-9%	249k	88.96	View chart
Blackstone Group Inc Com Cl A (BX)	1.9	$22M	-2%	126k	170.85	View chart
Chubb (CB)	1.9	$22M	-8%	76k	282.25	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.8	$20M	+3%	178k	113.86	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.3	$15M	+27%	298k	50.47	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.3	$15M	+7%	569k	26.07	View chart
Apple (AAPL)	1.1	$12M	-22%	49k	254.63	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$12M	-8%	26k	463.74	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.0	$11M	-23%	81k	138.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$8.8M	-27%	88k	99.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.7	$8.7M	+10%	161k	53.99	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.7	$7.7M	+5%	130k	59.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$7.5M	-20%	51k	145.65	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$7.2M	-63%	44k	164.54	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.6	$6.8M	-15%	122k	55.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$6.8M	-11%	10k	666.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$5.0M	-5%	68k	72.77	View chart
Affiliated Managers (AMG)	0.4	$4.7M		20k	238.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$4.5M	-40%	24k	189.70	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.4	$4.4M	-86%	130k	33.42	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$4.0M	-32%	111k	36.42	View chart
Microsoft Corporation (MSFT)	0.3	$4.0M	-33%	7.8k	517.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.8M		5.00	754200.00	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$3.7M	-12%	47k	78.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.4M	-26%	42k	82.58	View chart
Amazon (AMZN)	0.3	$3.3M	-10%	15k	219.57	View chart
Verisk Analytics (VRSK)	0.3	$3.1M	-6%	12k	251.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.1M		8.6k	355.47	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.3	$3.0M	-23%	61k	49.56	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.3	$3.0M	-30%	105k	28.29	View chart
Comcast Corp Cl A (CMCSA)	0.3	$2.9M	-3%	92k	31.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.5M	-57%	12k	215.78	View chart
NVIDIA Corporation (NVDA)	0.2	$2.5M	-36%	13k	186.59	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.2	$2.4M		105k	22.46	View chart
Broadcom (AVGO)	0.2	$2.3M	-32%	7.0k	329.90	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.2	$2.3M	-89%	86k	26.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.1M	-31%	6.6k	315.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.0M	-33%	8.2k	243.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.9M	-32%	29k	65.26	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$1.9M	-15%	92k	20.53	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$1.8M	-23%	45k	39.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.8M	-30%	20k	87.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.7M	-71%	3.7k	468.41	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.6M	-30%	18k	87.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	-25%	6.3k	243.55	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.4M	-60%	13k	110.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.4M	-23%	2.8k	502.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M	-43%	7.0k	186.49	View chart
Hubbell (HUBB)	0.1	$1.3M		3.0k	430.31	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.1	$1.3M	-3%	48k	26.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	-18%	6.0k	203.59	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M		18k	65.92	View chart
Pfizer (PFE)	0.1	$1.1M	-6%	43k	25.48	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	-42%	1.5k	734.25	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.0M	+129%	15k	65.91	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$969k	-43%	12k	78.37	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$962k	-6%	19k	50.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$939k	-17%	3.3k	281.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$931k	-4%	1.4k	669.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$930k	-26%	8.7k	106.78	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$919k	-97%	48k	19.13	View chart
United Parcel Service CL B (UPS)	0.1	$869k	+25%	10k	83.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$830k	-56%	4.3k	194.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$817k		6.7k	122.45	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$815k	-32%	29k	28.05	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.1	$795k	-6%	30k	26.42	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$791k	-44%	17k	45.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$789k	-52%	11k	73.48	View chart
Home Depot (HD)	0.1	$777k	+2%	1.9k	405.19	View chart
Procter & Gamble Company (PG)	0.1	$774k	-21%	5.0k	153.65	View chart
Eli Lilly & Co. (LLY)	0.1	$758k	-30%	993.00	763.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$754k	-5%	8.1k	93.37	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.1	$753k		29k	26.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$739k	-26%	2.9k	254.28	View chart
Golub Capital BDC (GBDC)	0.1	$734k	+2%	54k	13.69	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$733k	-35%	18k	41.11	View chart
UnitedHealth (UNH)	0.1	$724k	-48%	2.1k	345.26	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$722k	-26%	19k	38.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$680k		5.6k	120.72	View chart
Abbvie (ABBV)	0.1	$616k	-6%	2.7k	231.54	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$616k		27k	22.77	View chart
Johnson & Johnson (JNJ)	0.1	$595k	-39%	3.2k	185.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$590k	NEW	3.1k	192.74	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$558k	+14%	15k	36.33	View chart
Walt Disney Company (DIS)	0.0	$551k	-13%	4.8k	114.49	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$546k		21k	26.65	View chart
Palantir Technologies Cl A (PLTR)	0.0	$546k	-4%	3.0k	182.42	View chart
Exxon Mobil Corporation (XOM)	0.0	$509k	-30%	4.5k	112.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$499k	-6%	1.0k	479.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$498k	-69%	814.00	612.19	View chart
Wal-Mart Stores (WMT)	0.0	$488k	-21%	4.7k	103.06	View chart
American Express Company (AXP)	0.0	$488k	-12%	1.5k	332.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$483k	-7%	2.8k	174.59	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$476k	+5%	32k	14.79	View chart
Coca-Cola Company (KO)	0.0	$468k	-19%	7.1k	66.32	View chart
Visa Com Cl A (V)	0.0	$466k	-53%	1.4k	341.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$465k	-15%	1.9k	241.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$464k	-11%	1.6k	297.63	View chart
Mastercard Incorporated Cl A (MA)	0.0	$461k	-25%	810.00	568.81	View chart
International Business Machines (IBM)	0.0	$456k	-38%	1.6k	282.16	View chart
Chevron Corporation (CVX)	0.0	$449k	-10%	2.9k	155.29	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.0	$439k	-10%	18k	24.30	View chart
At&t (T)	0.0	$435k	+2%	15k	28.24	View chart
Pjt Partners Com Cl A (PJT)	0.0	$431k		2.4k	177.76	View chart
Tesla Motors (TSLA)	0.0	$428k	-40%	963.00	444.81	View chart
Morgan Stanley Com New (MS)	0.0	$427k	-31%	2.7k	158.96	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$423k	-10%	3.6k	118.37	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$422k	+36%	8.3k	51.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$420k	-72%	1.3k	328.22	View chart
Bank of America Corporation (BAC)	0.0	$419k	-28%	8.1k	51.59	View chart
Aon Shs Cl A (AON)	0.0	$416k	-13%	1.2k	356.45	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$399k	+2%	18k	22.16	View chart
Costco Wholesale Corporation (COST)	0.0	$394k	-51%	426.00	925.63	View chart
Cisco Systems (CSCO)	0.0	$376k	-29%	5.5k	68.42	View chart
Nextera Energy (NEE)	0.0	$375k	+10%	5.0k	75.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$360k		1.7k	206.51	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$360k	-6%	2.7k	131.24	View chart
Waste Management (WM)	0.0	$355k	-2%	1.6k	220.83	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$336k		3.2k	106.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$334k	-24%	1.2k	279.29	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$319k	-31%	3.8k	84.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$318k	-17%	2.2k	142.41	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$303k		2.1k	145.60	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$301k		3.0k	100.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$298k	-55%	2.2k	137.80	View chart
Ge Aerospace Com New (GE)	0.0	$294k	-38%	978.00	300.72	View chart
Uber Technologies (UBER)	0.0	$293k	-23%	3.0k	97.97	View chart
AECOM Technology Corporation (ACM)	0.0	$293k		2.2k	130.47	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$291k	-42%	3.0k	95.89	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$290k		11k	26.76	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$287k		25k	11.60	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$287k		32k	9.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$283k		4.7k	59.92	View chart
Servicenow (NOW)	0.0	$280k	+15%	304.00	920.28	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.0	$274k	-99%	9.3k	29.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$272k	-18%	1.3k	208.76	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$269k	-74%	2.2k	120.48	View chart
Medtronic SHS (MDT)	0.0	$260k	-7%	2.7k	95.24	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$259k	-12%	3.4k	75.34	View chart
Consolidated Edison (ED)	0.0	$257k	+6%	2.6k	100.52	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$254k	-13%	5.2k	49.15	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$254k	+3%	15k	17.16	View chart
Marsh & McLennan Companies (MMC)	0.0	$252k	-52%	1.2k	201.53	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$246k		2.4k	102.87	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$239k	-15%	5.2k	46.08	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.0	$233k	+2%	13k	18.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$228k	-19%	3.4k	68.08	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$228k		2.5k	89.77	View chart
Lockheed Martin Corporation (LMT)	0.0	$223k	-25%	447.00	499.21	View chart
Ameren Corporation (AEE)	0.0	$221k	NEW	2.1k	104.38	View chart
American States Water Company (AWR)	0.0	$220k		3.0k	73.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$215k	NEW	1.8k	118.45	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$212k	NEW	3.1k	67.51	View chart
Air Products & Chemicals (APD)	0.0	$203k	-31%	743.00	272.72	View chart
Innovator Etfs Tr Equity Def Protn (TJUL)	0.0	$202k	-18%	6.9k	29.29	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$201k	-14%	16k	12.77	View chart
Ecovyst (ECVT)	0.0	$160k		18k	8.76	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$84k		11k	7.59	View chart
Tronox Holdings SHS (TROX)	0.0	$51k		13k	4.02	View chart
Coty Com Cl A (COTY)	0.0	$47k	NEW	12k	4.04	View chart

Past Filings by Amplius Wealth Advisors

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

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
Amplius Wealth Advisors 2022 Q1 filed May 9, 2022
Amplius Wealth Advisors 2021 Q4 filed Jan. 28, 2022

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