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 101–150 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| ARTY | ISHARES TR | 11K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| XCEM | COLUMBIA ETF TR II | 14K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 792 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 990 | $100K–$500K | SH |
| BCAT | BLACKROCK CAP ALLOCATION TERM | 34K | $100K–$500K | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 998 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| MMIT | INDEXIQ ACTIVE ETF TR | 17K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| PJT | PJT PARTNERS INC | 2K | $100K–$500K | SH |
| EMXC | ISHARES INC | 6K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 686 | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 427 | $100K–$500K | SH |
| XBI | SPDR SER TR | 3K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FDS | 3K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 16K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 19K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 32K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 11K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| DTH | WISDOMTREE TR | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |