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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, JHMM, and represent 42.19% of Amplius Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CRUX (+$40M), JMUB, GSST, PVAL, USTB, DGRW, SPY, QQQ, RKLB, BOXX.
Started 43 new stock positions in ASML, BMY, EMR, PNC, MMM, PWRD, RKLB, CAT, VXF, GILD.
Reduced shares in these 10 stocks: STIP (-$32M), EES, TMFC, AVEM, BXSL, GPZ, HUBB, ITOT, , SUB.
Sold out of its positions in XOM, IVV, SUB, NYF, IDEV, NFLX, VT.
Amplius Wealth Advisors was a net buyer of stock by $43M.
Amplius Wealth Advisors has $1.4B in assets under management (AUM), dropping by 13.76%.
Central Index Key (CIK): 0001900584

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Portfolio Holdings for Amplius Wealth Advisors

Amplius Wealth Advisors holds 211 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Amplius Aggressv (AAAA)	20.3	$277M		9.1M	30.45	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	7.6	$104M	+3%	2.0M	50.95	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	5.3	$73M		1.7M	43.28	View chart
RBB Motley Fol Etf (TMFC)	5.2	$71M	-3%	937k	76.16	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	3.8	$51M	+2%	686k	74.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$51M		342k	148.31	View chart
Ishares Tr Global 100 Etf (IOO)	3.1	$42M		306k	136.60	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	3.0	$41M	+8%	817k	50.58	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	2.9	$40M	+7%	791k	50.62	View chart
Columbia Etf Tr I Core Bond Etf (CRUX)	2.9	$40M	NEW	1.3M	29.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$39M	+6%	53k	736.40	View chart
Capital Group International SHS (CGIC)	2.7	$36M		995k	36.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$35M	-6%	363k	96.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.2	$30M	+9%	310k	95.62	View chart
Ishares Tr S&p 100 Etf (OEF)	2.0	$27M	-3%	74k	365.87	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.0	$27M	+7%	228k	117.09	View chart
Chubb (CB)	1.8	$25M	-2%	73k	340.74	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$24M	+22%	471k	50.66	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$21M	-60%	201k	102.16	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$15M		129k	117.67	View chart
Apple (AAPL)	1.0	$14M	+2%	48k	289.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$14M		26k	522.39	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.0	$14M		86k	156.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.0	$13M	+15%	222k	60.29	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	1.0	$13M		1.0M	12.66	View chart
Ishares Emng Mkts Eqt (EMGF)	0.9	$12M	+11%	159k	73.26	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	0.8	$11M	-8%	534k	21.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$10M	+32%	14k	746.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$8.7M	-6%	79k	110.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$7.8M	-2%	41k	188.09	View chart
Affiliated Managers (AMG)	0.5	$7.4M	+10%	22k	338.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$7.0M	-12%	43k	164.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$4.9M		65k	75.51	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.3	$4.5M	-42%	66k	67.79	View chart
Broadcom (AVGO)	0.3	$4.4M		12k	377.75	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$4.1M	-2%	98k	41.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$4.0M	-6%	19k	212.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.9M	+24%	11k	357.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.8M	-4%	40k	95.44	View chart
Amazon (AMZN)	0.3	$3.8M	+14%	16k	238.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.7M		5.00	748850.00	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$3.5M	-23%	146k	23.71	View chart
Microsoft Corporation (MSFT)	0.2	$3.2M	+16%	8.6k	373.01	View chart
NVIDIA Corporation (NVDA)	0.2	$3.0M	+24%	15k	200.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.9M		7.8k	368.38	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.2	$2.6M	-23%	70k	36.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.5M	-4%	11k	236.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.4M	+7%	6.9k	353.33	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.2	$2.3M	-3%	100k	22.75	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.2M		91k	24.55	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$2.2M	+9%	107k	20.80	View chart
Rocket Lab Corp (RKLB)	0.2	$2.2M	NEW	21k	101.65	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.2	$2.2M	-11%	74k	29.26	View chart
Verisk Analytics (VRSK)	0.2	$2.1M		12k	179.53	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.1M	+13%	6.3k	327.31	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.2	$2.1M	-3%	73k	27.92	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.0M		21k	96.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.9M		25k	77.11	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.1	$1.9M	-20%	39k	48.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.9M	-25%	24k	76.70	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.8M	+3%	14k	127.76	View chart
Johnson & Johnson (JNJ)	0.1	$1.7M	+90%	6.9k	253.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.7M	+303%	14k	124.17	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$1.6M	-4%	38k	43.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M		7.5k	217.92	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	+26%	1.3k	1199.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.5M		6.0k	242.43	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.1	$1.3M		48k	27.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M		14k	96.58	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.3M	-5%	16k	82.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.3M	+5%	2.6k	500.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.2M	-3%	6.4k	190.52	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	+41%	2.0k	563.33	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	+148%	1.2k	935.47	View chart
Golub Capital BDC (GBDC)	0.1	$1.1M		84k	12.88	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$1.0M		12k	89.18	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.0M	-14%	13k	75.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$937k		4.3k	219.41	View chart
United Parcel Service CL B (UPS)	0.1	$915k	-2%	8.5k	107.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$915k	+400%	33k	27.41	View chart
Home Depot (HD)	0.1	$914k	+33%	2.6k	352.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$914k	+8%	8.8k	103.88	View chart
Cisco Systems (CSCO)	0.1	$899k	+46%	7.7k	117.46	View chart
Exxon Mobil Corp	0.1	$882k	NEW	6.5k	136.72	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$871k	+12%	7.5k	115.69	View chart
American Express Company (AXP)	0.1	$850k	+70%	2.5k	338.25	View chart
Abbvie (ABBV)	0.1	$816k	+38%	3.2k	251.64	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.1	$811k		30k	27.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$779k	+35%	2.1k	369.97	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$762k		10k	74.90	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$760k	+20%	14k	52.88	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$756k	-20%	12k	62.78	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$755k		17k	45.70	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$740k		29k	25.64	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.1	$733k		27k	27.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$723k	-18%	2.4k	303.12	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$720k	-7%	7.0k	102.30	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$713k	-8%	9.4k	76.16	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$708k	NEW	356.00	1989.44	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$706k	-7%	24k	29.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$681k	+46%	9.6k	71.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$681k	-12%	4.9k	137.53	View chart
UnitedHealth (UNH)	0.0	$678k	-6%	1.6k	415.70	View chart
Procter & Gamble Company (PG)	0.0	$677k	+2%	4.6k	146.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$671k	+23%	976.00	687.03	View chart
Mastercard Incorporated Cl A (MA)	0.0	$653k	+99%	1.3k	513.60	View chart
Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI)	0.0	$647k	NEW	12k	51.96	View chart
Wal-Mart Stores (WMT)	0.0	$633k	+13%	5.6k	113.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$623k	+12%	3.2k	197.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$582k	+2%	1.6k	365.72	View chart
Tesla Motors (TSLA)	0.0	$569k	+24%	1.4k	420.58	View chart
Palo Alto Networks (PANW)	0.0	$567k	NEW	1.7k	341.02	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$566k		21k	27.63	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$562k		35k	15.93	View chart
Visa Com Cl A (V)	0.0	$562k	+8%	1.6k	343.17	View chart
RBB Us Treasry 12 Mt (OBIL)	0.0	$560k	-16%	11k	49.98	View chart
Rocket Cos Com Cl A (RKT)	0.0	$558k	NEW	36k	15.75	View chart
Morgan Stanley Com New (MS)	0.0	$552k		2.6k	209.04	View chart
Waste Management (WM)	0.0	$550k	+51%	2.5k	222.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$545k	-6%	1.1k	477.72	View chart
Intel Corporation (INTC)	0.0	$542k	-16%	3.9k	139.64	View chart
Aon Shs Cl A (AON)	0.0	$540k	+36%	1.6k	331.79	View chart
Caterpillar (CAT)	0.0	$524k	NEW	492.00	1064.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$521k	+20%	1.7k	300.45	View chart
Coca-Cola Company (KO)	0.0	$520k	+2%	6.4k	81.27	View chart
Chevron Corporation (CVX)	0.0	$516k	+13%	3.1k	165.76	View chart
Hubbell (HUBB)	0.0	$502k	-68%	959.00	523.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$498k	+483%	5.8k	86.14	View chart
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP)	0.0	$484k	NEW	9.7k	49.79	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$478k		3.0k	158.23	View chart
Bank of America Corporation (BAC)	0.0	$476k		8.4k	56.98	View chart
Citigroup Com New (C)	0.0	$471k	+83%	3.4k	139.96	View chart
International Business Machines (IBM)	0.0	$462k	+19%	1.6k	281.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$457k	+26%	24k	19.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$445k	NEW	633.00	703.34	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$442k	-34%	11k	39.15	View chart
Capital One Financial (COF)	0.0	$440k	NEW	2.2k	200.62	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$436k		15k	30.03	View chart
Dell Technologies CL C (DELL)	0.0	$436k	NEW	1.0k	431.35	View chart
Goldman Sachs (GS)	0.0	$435k	NEW	430.00	1011.37	View chart
Hippo Hldgs Com New (HIPO)	0.0	$432k	NEW	15k	28.26	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$427k	+29%	8.4k	51.00	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$415k	+11%	3.9k	107.62	View chart
Marathon Petroleum Corp (MPC)	0.0	$402k		1.6k	255.67	View chart
Palantir Technologies Cl A (PLTR)	0.0	$402k		3.4k	116.67	View chart
Walt Disney Company (DIS)	0.0	$391k	-8%	4.1k	96.26	View chart
Ge Aerospace Com New (GE)	0.0	$379k	+4%	1.0k	373.62	View chart
Nextera Energy (NEE)	0.0	$379k	+3%	4.3k	87.76	View chart
Amkor Technology (AMKR)	0.0	$376k	NEW	4.4k	86.23	View chart
Iron Mountain (IRM)	0.0	$373k	NEW	3.0k	126.31	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$369k	NEW	2.1k	178.60	View chart
Pjt Partners Com Cl A (PJT)	0.0	$368k		2.4k	150.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$366k		2.5k	146.41	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$364k	-4%	3.4k	107.13	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$361k		2.7k	131.60	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$355k	NEW	1.0k	354.57	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$354k		3.8k	93.25	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$352k	NEW	6.7k	52.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$346k		2.1k	163.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$343k	+8%	1.4k	242.92	View chart
Pfizer (PFE)	0.0	$343k	+38%	14k	24.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$339k	-4%	2.9k	117.50	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$316k		32k	9.81	View chart
Micron Technology (MU)	0.0	$302k	NEW	262.00	1154.29	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.0	$296k	-24%	12k	24.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$294k	+31%	4.9k	59.69	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$289k		11k	26.67	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$285k	+12%	2.8k	102.84	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$284k		2.2k	127.79	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$281k	NEW	983.00	285.58	View chart
At&t (T)	0.0	$278k		13k	20.70	View chart
Merck & Co (MRK)	0.0	$277k	+17%	2.2k	128.50	View chart
Emerson Electric (EMR)	0.0	$273k	NEW	1.9k	143.15	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$271k		5.2k	52.38	View chart
Gilead Sciences (GILD)	0.0	$267k	NEW	2.1k	126.34	View chart
Consolidated Edison (ED)	0.0	$264k		2.4k	110.63	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.0	$261k	-52%	14k	19.18	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$259k	+9%	1.6k	158.66	View chart
Advanced Micro Devices (AMD)	0.0	$258k	NEW	444.00	580.91	View chart
Enterprise Products Partners (EPD)	0.0	$253k	NEW	6.9k	36.76	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$251k	-16%	2.9k	87.18	View chart
Lam Research Corp Com New (LRCX)	0.0	$250k	NEW	576.00	433.59	View chart
American States Water Company (AWR)	0.0	$249k		3.0k	82.63	View chart
PNC Financial Services (PNC)	0.0	$247k	NEW	1.0k	246.22	View chart
Cummins (CMI)	0.0	$243k	NEW	341.00	713.21	View chart
Emcor (EME)	0.0	$243k		293.00	829.88	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$236k		22k	10.84	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$234k	NEW	242.00	965.00	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$233k	-16%	4.3k	54.11	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.0	$231k	+2%	14k	16.95	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$229k	NEW	1.7k	132.25	View chart
Applied Materials (AMAT)	0.0	$229k	NEW	316.00	723.00	View chart
Western Digital (WDC)	0.0	$227k	NEW	355.00	638.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$224k	NEW	910.00	246.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$223k	-14%	2.9k	75.79	View chart
Air Products & Chemicals (APD)	0.0	$220k		751.00	293.18	View chart
Uber Technologies (UBER)	0.0	$220k	+4%	3.1k	72.16	View chart
3M Company (MMM)	0.0	$218k	NEW	1.3k	161.95	View chart
Comfort Systems USA (FIX)	0.0	$218k	NEW	110.00	1981.95	View chart
Marsh & McLennan Companies (MRSH)	0.0	$215k	NEW	1.3k	166.67	View chart
Marriott Intl Cl A (MAR)	0.0	$213k	NEW	576.00	370.56	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$213k	NEW	3.7k	57.67	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.0	$211k	NEW	1.7k	122.96	View chart
Xpo Logistics Inc equity (XPO)	0.0	$209k	NEW	1.0k	205.29	View chart
Starbucks Corporation (SBUX)	0.0	$207k	NEW	2.0k	102.21	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$205k		19k	10.87	View chart
Lockheed Martin Corporation (LMT)	0.0	$203k		398.00	509.46	View chart
CSX Corporation (CSX)	0.0	$201k	NEW	4.2k	47.53	View chart
Bristol Myers Squibb (BMY)	0.0	$200k	NEW	3.5k	57.62	View chart
Rithm Capital Corp Com New (RITM)	0.0	$151k		16k	9.39	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$78k		11k	7.13	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 Q2 filed July 17, 2026
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

View all past filings

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