Amplius Wealth Advisors

Amplius Wealth Advisors as of Dec. 31, 2025

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