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 51–100 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CPSL | CALAMOS ETF TR | 79K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| MUST | COLUMBIA ETF TR I | 88K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 6K | $1M+ | SH |
| DLN | WISDOMTREE TR | 20K | $1M+ | SH |
| IEFA | ISHARES TR | 20K | $1M+ | SH |
| IJH | ISHARES TR | 26K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| GCOW | PACER FDS TR | 40K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 104K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| HUBB | HUBBELL INC | 3K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 12K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| SMAX | ISHARES TR | 48K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| IEMG | ISHARES INC | 17K | $1M+ | SH |
| LLY | LILLY ELI & CO | 1K | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 12K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| EZM | WISDOMTREE TR | 14K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| SUB | ISHARES TR | 9K | $500K+ | SH |
| OBIL | RBB FD INC | 18K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 9K | $500K+ | SH |
| QUAL | ISHARES TR | 4K | $500K+ | SH |
| MAXJ | ISHARES TR | 29K | $500K+ | SH |
| HDV | ISHARES TR | 7K | $500K+ | SH |
| DMAX | ISHARES TR | 30K | $500K+ | SH |
| EFA | ISHARES TR | 8K | $500K+ | SH |
| CPRJ | CALAMOS ETF TR | 29K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 10K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 18K | $500K+ | SH |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 37K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 17K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| CEFS | EXCHANGE LISTED FDS TR | 28K | $500K+ | SH |
| GBDC | GOLUB CAP BDC INC | 42K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| CPNJ | CALAMOS ETF TR | 21K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |