Amplius Wealth Advisors, LLC
CIK: 0001900584Latest portfolio: $1.2B · Q4 2025
Holdings
177
Total Value
$1.2B
New Positions
177
Closed Positions
0
Top Holdings
View All 177 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAAAEA SERIES TRUST | 8,947,289 | $244.6M | 20.52% | NEW | |
| 2 | PVALPUTNAM ETF TRUST | 2,039,763 | $93.0M | 7.80% | NEW | |
| 3 | RECSCOLUMBIA ETF TR I | 1,624,583 | $66.3M | 5.57% | NEW | |
| 4 | TMFCRBB FD INC | 914,215 | $65.6M | 5.50% | NEW | |
| 5 | STIPISHARES TR | 482,698 | $49.4M | 4.15% | NEW | |
| 6 | JHMMJOHN HANCOCK EXCHANGE TRADED | 672,760 | $44.1M | 3.70% | NEW | |
| 7 | IOOISHARES TR | 323,379 | $41.0M | 3.44% | NEW | |
| 8 | GSSTGOLDMAN SACHS ETF TR | 787,192 | $39.7M | 3.33% | NEW | |
| 9 | IJRISHARES TR | 327,185 | $39.3M | 3.30% | NEW | |
| 10 | USTBVICTORY PORTFOLIOS II | 769,637 | $39.1M | 3.28% | NEW | |
| 11 | CGICCAPITAL GROUP INTERNATIONAL | 1,032,666 | $33.6M | 2.82% | NEW | |
| 12 | AVEMAMERICAN CENTY ETF TR | 407,425 | $31.4M | 2.63% | NEW | |
| 13 | NDQINVESCO QQQ TR | 45,065 | $27.7M | 2.32% | NEW | |
| 14 | OEFISHARES TR | 73,992 | $25.4M | 2.13% | NEW | |
| 15 | CBCHUBB LIMITED | 74,311 | $23.2M | 1.95% | NEW | |
| 16 | DGRWWISDOMTREE TR | 255,977 | $22.9M | 1.92% | NEW | |
| 17 | BOXXEA SERIES TRUST | 191,833 | $22.1M | 1.85% | NEW | |
| 18 | BXBLACKSTONE INC | 126,826 | $19.5M | 1.64% | NEW | |
| 19 | JMUBJ P MORGAN EXCHANGE TRADED F | 333,858 | $16.9M | 1.41% | NEW | |
| 20 | AAPLAPPLE INC | 47,548 | $12.9M | 1.08% | NEW | |
| 21 | ACWIISHARES TR | 86,438 | $12.2M | 1.03% | NEW | |
| 22 | DONSPDR DOW JONES INDL AVERAGE | 25,169 | $12.1M | 1.01% | NEW | |
| 23 | BXSLBLACKSTONE SECD LENDING FD | 401,117 | $10.6M | 0.89% | NEW | |
| 24 | IDMOINVESCO EXCH TRADED FD TR II | 168,834 | $9.4M | 0.79% | NEW | |
| 25 | IUSVISHARES TR | 87,270 | $8.9M | 0.75% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($2.446342768352504e+47T)
Technology0.0% ($1.2926364625972388e+40T)
Industrials0.0% ($27251334866357316.0T)
Communication Services0.0% ($273027051989.9T)
Healthcare0.0% ($1103696685.5T)
Consumer Defensive0.0% ($716.5T)
Energy0.0% ($635.4T)
Consumer Cyclical0.0% ($3.2T)
Utilities0.0% ($333.2B)
Real Estate0.0% ($248.2M)
Basic Materials0.0% ($177K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 12, 2026 | $1.2B | 177 |
| Q3 2025 | Oct 21, 2025 | $1.2T | 0 |
| Q2 2025 | Aug 4, 2025 | $1.1T | 201 |
| Q1 2025 | Apr 10, 2025 | $961.5B | 183 |
| Q4 2024 | Jan 16, 2025 | $975.3B | 177 |
| Q3 2024 | Oct 16, 2024 | $916.1B | 174 |
| Q2 2024 | Jul 22, 2024 | $898.8B | 167 |
| Q1 2024 | Apr 17, 2024 | $892.2B | 178 |
| Q4 2023 | Jan 10, 2024 | $827.4B | 172 |
| Q3 2023 | Oct 17, 2023 | $746.1B | 162 |
| Q2 2023 | Jul 26, 2023 | $742.5B | 165 |
| Q1 2023 | Apr 25, 2023 | $697.3B | 167 |
| Q4 2022 | Jan 19, 2023 | $626.4B | 164 |
| Q3 2022 | Nov 10, 2022 | $559.4M | 157 |
| Q2 2022 | Jul 21, 2022 | $618.4M | 170 |
| Q1 2022 | May 9, 2022 | $650.2M | 177 |
| Q4 2021 | Jan 28, 2022 | $724.8M | 1,029 |
Fund Information
Amplius Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 177 holdings. The largest position is EA SERIES TRUST (AAAA), representing 20.5% of the portfolio. Compared to the previous quarter, the fund opened 177 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.