Amplius Wealth Advisors

Amplius Wealth Advisors as of March 31, 2026

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