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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 43.54% of Amplius Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAAA, JMUB, BOXX, PVAL, BIZD, STIP, RECS, IJR, JHMM, TMFC.
Started 9 new stock positions in MMM, RITM, IBIT, IDEV, XFLT, C, BTX, BIZD, XLV.
Reduced shares in these 10 stocks: BXSL, IOO, PFE, RSP, CB, BUFR, AMZN, GLD, JPM, ITOT.
Sold out of its positions in APD, AEE, COTY, GBTC, OSEA, TROX.
Amplius Wealth Advisors was a net buyer of stock by $8.4M.
Amplius Wealth Advisors has $1.2B in assets under management (AUM), dropping by 3.04%.
Central Index Key (CIK): 0001900584

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Portfolio Holdings for Amplius Wealth Advisors

Amplius Wealth Advisors holds 177 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Amplius Aggressv (AAAA)	20.5	$245M		8.9M	27.34	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	7.8	$93M		2.0M	45.57	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	5.6	$66M		1.6M	40.84	View chart
RBB Motley Fol Etf (TMFC)	5.5	$66M		914k	71.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.1	$49M	+2%	483k	102.39	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	3.7	$44M	+2%	673k	65.48	View chart
Ishares Tr Global 100 Etf (IOO)	3.4	$41M	-2%	323k	126.67	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	3.3	$40M		787k	50.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$39M	+2%	327k	120.18	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	3.3	$39M		770k	50.84	View chart
Capital Group International SHS (CGIC)	2.8	$34M		1.0M	32.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$31M		407k	77.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$28M		45k	614.31	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$25M		74k	342.97	View chart
Chubb (CB)	1.9	$23M	-2%	74k	312.12	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.9	$23M	+2%	256k	89.43	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.9	$22M	+7%	192k	115.10	View chart
Blackstone Group Inc Com Cl A (BX)	1.6	$20M		127k	154.14	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.4	$17M	+12%	334k	50.50	View chart
Apple (AAPL)	1.1	$13M		48k	271.86	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.0	$12M	+6%	86k	141.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$12M		25k	480.56	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.9	$11M	-29%	401k	26.33	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.8	$9.4M	+5%	169k	55.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$8.9M		87k	102.54	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.7	$8.4M	+5%	138k	60.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$7.3M	-4%	49k	148.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$7.1M	-2%	43k	167.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$7.0M		10k	681.94	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.6	$6.8M	-2%	119k	56.93	View chart
Affiliated Managers (AMG)	0.5	$5.7M		20k	288.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$5.3M	-5%	65k	81.17	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.4	$4.2M		109k	38.68	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$3.9M	-12%	114k	34.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.9M	-14%	20k	191.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.8M		5.00	754800.00	View chart
Microsoft Corporation (MSFT)	0.3	$3.6M	-2%	7.5k	483.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$3.6M	-2%	46k	77.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.5M		42k	84.64	View chart
Amazon (AMZN)	0.3	$3.2M	-9%	14k	230.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.1M	-9%	7.7k	396.31	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.2	$3.0M	-2%	60k	49.47	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.2	$2.9M	-3%	101k	28.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.7M	+6%	8.7k	312.99	View chart
Verisk Analytics (VRSK)	0.2	$2.7M		12k	223.68	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.7M		91k	29.89	View chart
Broadcom (AVGO)	0.2	$2.6M	+6%	7.5k	346.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.5M	-3%	11k	219.79	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.2	$2.4M		105k	22.82	View chart
NVIDIA Corporation (NVDA)	0.2	$2.3M	-8%	12k	186.49	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.2	$2.2M	-7%	79k	27.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.0M		6.3k	313.80	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$1.8M	-3%	88k	20.61	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.8M	-14%	5.6k	322.19	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M	+11%	20k	88.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.7M	-3%	20k	89.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M	-9%	26k	66.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	-6%	3.5k	473.30	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$1.6M	-11%	40k	41.22	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.5M	NEW	104k	14.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M		7.1k	190.98	View chart
Hubbell (HUBB)	0.1	$1.3M		3.0k	444.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.3M	-9%	12k	114.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M	+4%	6.3k	210.34	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.1	$1.3M		48k	26.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M	-12%	2.4k	502.65	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M		17k	67.22	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	+3%	1.0k	1074.68	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$988k		12k	79.85	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$959k	+100%	6.7k	143.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$956k		1.4k	684.89	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$941k	-7%	14k	66.80	View chart
Meta Platforms Cl A (META)	0.1	$930k	-4%	1.4k	660.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$929k		8.7k	106.70	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$884k	-7%	18k	50.20	View chart
United Parcel Service CL B (UPS)	0.1	$866k	-16%	8.7k	99.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$848k		4.3k	198.64	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$820k		29k	28.19	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$812k		6.7k	121.61	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.1	$791k		30k	26.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$776k		8.1k	96.03	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.1	$763k		29k	26.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$750k		2.9k	257.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$727k	-5%	10k	71.42	View chart
Procter & Gamble Company (PG)	0.1	$717k		5.0k	143.31	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$713k		18k	39.11	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$712k	-22%	37k	19.15	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$709k	-7%	17k	42.94	View chart
Johnson & Johnson (JNJ)	0.1	$697k	+4%	3.4k	206.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$695k		5.6k	123.27	View chart
UnitedHealth (UNH)	0.1	$685k		2.1k	330.08	View chart
Home Depot (HD)	0.1	$685k	+3%	2.0k	344.10	View chart
Exxon Mobil Corporation (XOM)	0.1	$635k	+16%	5.3k	120.34	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$635k		28k	23.04	View chart
Golub Capital BDC (GBDC)	0.0	$571k	-21%	42k	13.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$569k	+6%	3.2k	177.75	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$553k		21k	26.99	View chart
American Express Company (AXP)	0.0	$552k		1.5k	369.95	View chart
Visa Com Cl A (V)	0.0	$549k	+14%	1.6k	350.73	View chart
Wal-Mart Stores (WMT)	0.0	$548k	+3%	4.9k	111.41	View chart
Walt Disney Company (DIS)	0.0	$546k		4.8k	113.76	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$543k	-34%	11k	48.18	View chart
Abbvie (ABBV)	0.0	$534k	-12%	2.3k	228.49	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$524k	-11%	14k	38.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$497k	-2%	792.00	627.02	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$491k		2.8k	177.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$483k	-4%	990.00	487.92	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$480k	+5%	34k	14.16	View chart
Coca-Cola Company (KO)	0.0	$480k	-2%	6.9k	69.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$471k		1.6k	302.13	View chart
Morgan Stanley Com New (MS)	0.0	$465k	-2%	2.6k	177.53	View chart
Tesla Motors (TSLA)	0.0	$449k	+3%	998.00	449.81	View chart
Bank of America Corporation (BAC)	0.0	$449k		8.2k	55.00	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$444k	+5%	8.7k	50.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$441k	-6%	1.8k	246.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$429k		1.3k	335.21	View chart
Chevron Corporation (CVX)	0.0	$426k	-3%	2.8k	152.41	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.0	$421k	-4%	17k	24.33	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$420k		3.6k	117.72	View chart
Cisco Systems (CSCO)	0.0	$419k		5.4k	77.03	View chart
Aon Shs Cl A (AON)	0.0	$416k		1.2k	352.75	View chart
International Business Machines (IBM)	0.0	$407k	-14%	1.4k	296.21	View chart
Pjt Partners Com Cl A (PJT)	0.0	$406k		2.4k	167.19	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$401k	+76%	5.5k	72.68	View chart
Mastercard Incorporated Cl A (MA)	0.0	$392k	-15%	686.00	570.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$376k	+27%	6.0k	62.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$370k		1.7k	212.07	View chart
Costco Wholesale Corporation (COST)	0.0	$368k		427.00	862.34	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$368k		3.0k	121.92	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$366k		2.7k	133.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$365k		1.2k	303.89	View chart
Waste Management (WM)	0.0	$357k		1.6k	219.71	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$352k	-13%	16k	22.61	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$342k		3.2k	107.11	View chart
At&t (T)	0.0	$339k	-11%	14k	24.84	View chart
Nextera Energy (NEE)	0.0	$334k	-16%	4.2k	80.29	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$323k		3.8k	84.88	View chart
Ge Aerospace Com New (GE)	0.0	$316k	+5%	1.0k	308.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$310k	+27%	19k	16.49	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$307k		2.2k	136.94	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$307k	+2%	32k	9.53	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$296k	-2%	2.1k	141.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$294k		3.0k	96.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$291k	-6%	2.0k	148.98	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$277k		11k	25.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$276k		1.3k	211.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$272k		2.2k	121.73	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$267k		5.2k	51.60	View chart
Pfizer (PFE)	0.0	$260k	-75%	10k	24.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$255k	-48%	1.6k	162.63	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$252k		5.2k	48.66	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$252k		3.4k	73.34	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.0	$249k	+2%	13k	19.13	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$245k	-12%	22k	11.24	View chart
Uber Technologies (UBER)	0.0	$245k		3.0k	81.71	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$244k		2.4k	102.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$239k	NEW	4.8k	49.65	View chart
Servicenow (NOW)	0.0	$238k	+411%	1.6k	153.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$237k	NEW	1.5k	154.80	View chart
Marsh & McLennan Companies	0.0	$235k		1.3k	185.52	View chart
Consolidated Edison (ED)	0.0	$234k	-8%	2.4k	99.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$233k		3.4k	69.42	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$231k	+18%	19k	12.43	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$230k	+4%	1.9k	120.97	View chart
Lockheed Martin Corporation (LMT)	0.0	$229k	+6%	474.00	483.67	View chart
3M Company (MMM)	0.0	$221k	NEW	1.4k	160.14	View chart
American States Water Company (AWR)	0.0	$217k		3.0k	72.48	View chart
Medtronic SHS (MDT)	0.0	$216k	-17%	2.3k	96.06	View chart
AECOM Technology Corporation (ACM)	0.0	$214k		2.2k	95.33	View chart
Citigroup Com New (C)	0.0	$212k	NEW	1.8k	116.69	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$208k	NEW	2.5k	82.49	View chart
Innovator Etfs Tr Equity Def Protn (TJUL)	0.0	$204k		6.9k	29.59	View chart
Ecovyst (ECVT)	0.0	$178k		18k	9.73	View chart
Rithm Capital Corp Com New (RITM)	0.0	$169k	NEW	16k	10.90	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$83k		11k	7.50	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$78k	NEW	12k	6.59	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$54k	NEW	11k	4.80	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 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
Amplius Wealth Advisors 2022 Q1 filed May 9, 2022

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