Amplius Wealth Advisors, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$1.2T
Holdings
177
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DISDISNEY WALT CO | 4,802 | $546.0M | 0.05% | |
| 102 | ARTYISHARES TR | 11,271 | $543.0M | 0.05% | |
| 103 | ABBVABBVIE INC | 2,339 | $534.0M | 0.04% | |
| 104 | XCEMCOLUMBIA ETF TR II | 13,668 | $524.0M | 0.04% | |
| 105 | VOOVANGUARD INDEX FDS | 792 | $496.0M | 0.04% | |
| 106 | VOEVANGUARD INDEX FDS | 2,767 | $490.0M | 0.04% | |
| 107 | VUGVANGUARD INDEX FDS | 990 | $483.0M | 0.04% | |
| 108 | BCATBLACKROCK CAP ALLOCATION TERM | 33,877 | $479.0M | 0.04% | |
| 109 | KOCOCA COLA CO | 6,861 | $479.0M | 0.04% | |
| 110 | VBKVANGUARD INDEX FDS | 1,559 | $471.0M | 0.04% | |
| 111 | DWDMORGAN STANLEY | 2,618 | $464.0M | 0.04% | |
| 112 | BACBANK AMERICA CORP | 8,159 | $448.0M | 0.04% | |
| 113 | TSLATESLA INC | 998 | $448.0M | 0.04% | |
| 114 | JMSTJ P MORGAN EXCHANGE TRADED F | 8,721 | $444.0M | 0.04% | |
| 115 | IWMISHARES TR | 1,791 | $440.0M | 0.04% | |
| 116 | VTIVANGUARD INDEX FDS | 1,280 | $429.0M | 0.04% | |
| 117 | CVXCHEVRON CORP NEW | 2,798 | $426.0M | 0.04% | |
| 118 | XLCSELECT SECTOR SPDR TR | 3,571 | $420.0M | 0.04% | |
| 119 | MMITINDEXIQ ACTIVE ETF TR | 17,302 | $420.0M | 0.04% | |
| 120 | CSCOCISCO SYS INC | 5,436 | $418.0M | 0.04% | |
| 121 | AONAON PLC | 1,179 | $415.0M | 0.03% | |
| 122 | IBMINTERNATIONAL BUSINESS MACHS | 1,375 | $407.0M | 0.03% | |
| 123 | PJTPJT PARTNERS INC | 2,430 | $406.0M | 0.03% | |
| 124 | EMXCISHARES INC | 5,523 | $401.0M | 0.03% | |
| 125 | MAMASTERCARD INCORPORATED | 686 | $391.0M | 0.03% | |
| 126 | VEAVANGUARD TAX-MANAGED FDS | 6,020 | $376.0M | 0.03% | |
| 127 | IVEISHARES TR | 1,744 | $369.0M | 0.03% | |
| 128 | COSTCOSTCO WHSL CORP NEW | 427 | $368.0M | 0.03% | |
| 129 | XBISPDR SER TR | 3,016 | $367.0M | 0.03% | |
| 130 | VFHVANGUARD WORLD FDS | 2,743 | $366.0M | 0.03% | |
| 131 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,200 | $364.0M | 0.03% | |
| 132 | WMWASTE MGMT INC DEL | 1,625 | $357.0M | 0.03% | |
| 133 | BSTZBLACKROCK SCIENCE & TECHNOLO | 15,587 | $352.0M | 0.03% | |
| 134 | MUBISHARES TR | 3,190 | $341.0M | 0.03% | |
| 135 | TAT&T INC | 13,645 | $338.0M | 0.03% | |
| 136 | NEENEXTERA ENERGY INC | 4,156 | $333.0M | 0.03% | |
| 137 | DTDWISDOMTREE TR | 3,800 | $322.0M | 0.03% | |
| 138 | GEGE AEROSPACE | 1,027 | $316.0M | 0.03% | |
| 139 | ETENERGY TRANSFER L P | 18,811 | $310.0M | 0.03% | |
| 140 | XEXGXEATON VANCE TAX-MANAGED GLOB | 32,157 | $306.0M | 0.03% | |
| 141 | IWPISHARES TR | 2,238 | $306.0M | 0.03% | |
| 142 | VTVANGUARD INTL EQUITY INDEX F | 2,101 | $296.0M | 0.02% | |
| 143 | IJKISHARES TR | 3,031 | $293.0M | 0.02% | |
| 144 | ESGUISHARES TR | 1,953 | $290.0M | 0.02% | |
| 145 | DBAINVESCO DB MULTI-SECTOR COMM | 10,840 | $276.0M | 0.02% | |
| 146 | VBRVANGUARD INDEX FDS | 1,301 | $275.0M | 0.02% | |
| 147 | VONGVANGUARD SCOTTSDALE FDS | 2,235 | $272.0M | 0.02% | |
| 148 | DTHWISDOMTREE TR | 5,167 | $266.0M | 0.02% | |
| 149 | PFEPFIZER INC | 10,438 | $259.0M | 0.02% | |
| 150 | MPCMARATHON PETE CORP | 1,567 | $254.0M | 0.02% | |
| 151 | IHDGWISDOMTREE TR | 5,180 | $252.0M | 0.02% | |
| 152 | JIGJ P MORGAN EXCHANGE TRADED F | 3,432 | $251.0M | 0.02% | |
| 153 | BXMTBLACKSTONE MTG TR INC | 13,005 | $248.0M | 0.02% | |
| 154 | UBERUBER TECHNOLOGIES INC | 2,992 | $244.0M | 0.02% | |
| 155 | PGXINVESCO EXCH TRADED FD TR II | 21,761 | $244.0M | 0.02% | |
| 156 | FDISFIDELITY COVINGTON TRUST | 2,391 | $244.0M | 0.02% | |
| 157 | NOWSERVICENOW INC | 1,555 | $238.0M | 0.02% | |
| 158 | IBITISHARES BITCOIN TRUST ETF | 4,806 | $238.0M | 0.02% | |
| 159 | XLVSELECT SECTOR SPDR TR | 1,532 | $237.0M | 0.02% | |
| 160 | MRSHMARSH & MCLENNAN COS INC | 1,269 | $235.0M | 0.02% | |
| 161 | EDCONSOLIDATED EDISON INC | 2,351 | $233.0M | 0.02% | |
| 162 | DGROISHARES TR | 3,351 | $232.0M | 0.02% | |
| 163 | OBDCOWL ROCK CAPITAL CORPORATION | 18,589 | $231.0M | 0.02% | |
| 164 | ESGVVANGUARD WORLD FD | 1,898 | $229.0M | 0.02% | |
| 165 | LMTLOCKHEED MARTIN CORP | 474 | $229.0M | 0.02% | |
| 166 | MMM3M CO | 1,379 | $220.0M | 0.02% | |
| 167 | AWRAMER STATES WTR CO | 3,000 | $217.0M | 0.02% | |
| 168 | MDTMEDTRONIC PLC | 2,253 | $216.0M | 0.02% | |
| 169 | ACMAECOM | 2,241 | $213.0M | 0.02% | |
| 170 | TRVCCITIGROUP INC | 1,816 | $211.0M | 0.02% | |
| 171 | IDEVISHARES TR | 2,521 | $207.0M | 0.02% | |
| 172 | TJULINNOVATOR ETFS TR | 6,884 | $203.0M | 0.02% | |
| 173 | ECVTECOVYST INC | 18,288 | $177.0M | 0.01% | |
| 174 | RITMRITHM CAPITAL CORP | 15,532 | $169.0M | 0.01% | |
| 175 | PFNPIMCO INCOME STRATEGY FD II | 11,000 | $82.0M | 0.01% | |
| 176 | BTXBLACKROCK TECH AND PRIVATE E | 11,845 | $78.0M | 0.01% | |
| 177 | XFLTXAI OCTAGN FLT RAT & ALT INM | 11,182 | $53.0M | 0.00% |
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