Amplius Wealth Advisors

Amplius Wealth Advisors as of June 30, 2026

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