Amplius Wealth Advisors, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$1.2B
Holdings
177
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
AAAAEA SERIES TRUST | $244.6M |
PVALPUTNAM ETF TRUST | $93.0M |
RECSCOLUMBIA ETF TR I | $66.3M |
TMFCRBB FD INC | $65.6M |
STIPISHARES TR | $49.4M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $44.1M |
IOOISHARES TR | $41.0M |
GSSTGOLDMAN SACHS ETF TR | $39.7M |
IJRISHARES TR | $39.3M |
USTBVICTORY PORTFOLIOS II | $39.1M |
CGICCAPITAL GROUP INTERNATIONAL | $33.6M |
AVEMAMERICAN CENTY ETF TR | $31.4M |
NDQINVESCO QQQ TR | $27.7M |
OEFISHARES TR | $25.4M |
CBCHUBB LIMITED | $23.2M |
DGRWWISDOMTREE TR | $22.9M |
BOXXEA SERIES TRUST | $22.1M |
BXBLACKSTONE INC | $19.5M |
JMUBJ P MORGAN EXCHANGE TRADED F | $16.9M |
AAPLAPPLE INC | $12.9M |
ACWIISHARES TR | $12.2M |
DONSPDR DOW JONES INDL AVERAGE | $12.1M |
BXSLBLACKSTONE SECD LENDING FD | $10.6M |
IDMOINVESCO EXCH TRADED FD TR II | $9.4M |
IUSVISHARES TR | $8.9M |
JPEMJ P MORGAN EXCHANGE TRADED F | $8.4M |
ITOTISHARES TR | $7.3M |
IUSGISHARES TR | $7.1M |
SPYSPDR S&P 500 ETF TR | $7.0M |
EESWISDOMTREE TR | $6.8M |
AMGAFFILIATED MANAGERS GROUP INC | $5.7M |
IAU*ISHARES GOLD TR | $5.3M |
ICOWPACER FDS TR | $4.2M |
BUFRFIRST TR EXCHNG TRADED FD VI | $3.9M |
RSPINVESCO EXCHANGE TRADED FD T | $3.9M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.8M |
MSFTMICROSOFT CORP | $3.6M |
BIVVANGUARD BD INDEX FDS | $3.6M |
IXUSISHARES TR | $3.5M |
AMZNAMAZON COM INC | $3.2M |
GQ9SPDR GOLD TR | $3.1M |
XTWOBONDBLOXX ETF TRUST | $3.0M |
CPSMCALAMOS ETF TR | $2.9M |
GOOGLALPHABET INC | $2.7M |
VRSKVERISK ANALYTICS INC | $2.7M |
CMCSACOMCAST CORP NEW | $2.7M |
AVGOBROADCOM INC | $2.6M |
VIGVANGUARD SPECIALIZED FUNDS | $2.5M |
BTTBLACKROCK MUN TARGET TERM TR | $2.4M |
NVDANVIDIA CORPORATION | $2.3M |
CPSLCALAMOS ETF TR | $2.2M |
GOOGALPHABET INC | $2.0M |
MUSTCOLUMBIA ETF TR I | $1.8M |
JPMJPMORGAN CHASE & CO | $1.8M |
DLNWISDOMTREE TR | $1.8M |
AQLTISHARES TR | $1.7M |
IJHISHARES TR | $1.7M |
IWFISHARES TR | $1.6M |
GCOWPACER FDS TR | $1.6M |
BIZDVANECK ETF TRUST | $1.5M |
VTVVANGUARD INDEX FDS | $1.4M |
HUBBHUBBELL INC | $1.3M |
RWLINVESCO EXCH TRADED FD TR II | $1.3M |
IWDISHARES TR | $1.3M |
SMAXISHARES TR | $1.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
IEMGISHARES INC | $1.2M |
LLYLILLY ELI & CO | $1.1M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $987K |
XLKSELECT SECTOR SPDR TR | $958K |
IVVISHARES TR | $956K |
EZMWISDOMTREE TR | $940K |
METAMETA PLATFORMS INC | $930K |
SUBISHARES TR | $929K |
OBILRBB FD INC | $884K |
UPSUNITED PARCEL SERVICE INC | $866K |
QUALISHARES TR | $847K |
MAXJISHARES TR | $819K |
HDVISHARES TR | $811K |
DMAXISHARES TR | $790K |
EFAISHARES TR | $775K |
CPRJCALAMOS ETF TR | $763K |
VBVANGUARD INDEX FDS | $750K |
SPLVINVESCO EXCH TRADED FD TR II | $726K |
PGPROCTER AND GAMBLE CO | $716K |
HTABHARTFORD FDS EXCHANGE TRADED | $712K |
HEMIHARTFORD FDS EXCHANGE TRADED | $712K |
GSIEGOLDMAN SACHS ETF TR | $708K |
JNJJOHNSON & JOHNSON | $696K |
IVWISHARES TR | $695K |
UNHUNITEDHEALTH GROUP INC | $685K |
HDHOME DEPOT INC | $685K |
XOMEXXON MOBIL CORP | $635K |
CEFSEXCHANGE LISTED FDS TR | $634K |
GBDCGOLUB CAP BDC INC | $571K |
PLTRPALANTIR TECHNOLOGIES INC | $568K |
CPNJCALAMOS ETF TR | $553K |
AXPAMERICAN EXPRESS CO | $551K |
VVISA INC | $548K |
WMTWALMART INC | $547K |
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