CIK 1900584
Amplius Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
177
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAAA | EA SERIES TRUST | 8.9M | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 2.0M | $1M+ | SH |
| RECS | COLUMBIA ETF TR I | 1.6M | $1M+ | SH |
| TMFC | RBB FD INC | 914K | $1M+ | SH |
| STIP | ISHARES TR | 483K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 673K | $1M+ | SH |
| IOO | ISHARES TR | 323K | $1M+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 787K | $1M+ | SH |
| IJR | ISHARES TR | 327K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 770K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 1.0M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 407K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 45K | $1M+ | SH |
| OEF | ISHARES TR | 74K | $1M+ | SH |
| CB | CHUBB LIMITED | 74K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 256K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 192K | $1M+ | SH |
| BX | BLACKSTONE INC | 127K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 334K | $1M+ | SH |
| AAPL | APPLE INC | 48K | $1M+ | SH |
| ACWI | ISHARES TR | 86K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 25K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 401K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 169K | $1M+ | SH |
| IUSV | ISHARES TR | 87K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 138K | $1M+ | SH |
| ITOT | ISHARES TR | 49K | $1M+ | SH |
| IUSG | ISHARES TR | 43K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| EES | WISDOMTREE TR | 119K | $1M+ | SH |
| AMG | AFFILIATED MANAGERS GROUP INC | 20K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 65K | $1M+ | SH |
| ICOW | PACER FDS TR | 109K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 114K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 46K | $1M+ | SH |
| IXUS | ISHARES TR | 42K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| GLD | SPDR GOLD TR | 8K | $1M+ | SH |
| XTWO | BONDBLOXX ETF TRUST | 60K | $1M+ | SH |
| CPSM | CALAMOS ETF TR | 101K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 12K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 90K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 105K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |