Amplius Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.20B
Q ending 2026-03-31
Prior quarter
$1.19B
Q ending 2025-12-31
Change
+0.7% QoQ · +24.8% YoY
Positions
175
reported holdings
Largest positions
Top 100 of 175 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ea Series Trust | AAAA | Shares | $242.5M | 9.1M |
| Putnam Etf Trust | PVAL | Shares | $91.8M | 2.0M |
| Columbia Etf Tr I | RECS | Shares | $64.8M | 1.7M |
| Rbb Fd Inc | TMFC | Shares | $63.9M | 969K |
| Ishares Tr | STIP | Shares | $52.8M | 510K |
| John Hancock Exchange Traded | JHMM | Shares | $45.0M | 671K |
| Ishares Tr | IJR | Shares | $41.8M | 336K |
| Goldman Sachs Etf Tr | GSST | Shares | $38.0M | 752K |
| Ishares Tr | IOO | Shares | $37.5M | 310K |
| Victory Portfolios Ii | USTB | Shares | $37.1M | 733K |
| Capital Group International | CGIC | Shares | $32.9M | 992K |
| American Centy Etf Tr | AVEM | Shares | $31.2M | 387K |
| Invesco Qqq Tr | QQQ | Shares | $28.3M | 49K |
| Wisdomtree Tr | DGRW | Shares | $24.9M | 283K |
| Ea Series Trust | BOXX | Shares | $24.7M | 212K |
| Chubb Limited | Shares | $24.6M | 75K | |
| Ishares Tr | OEF | Shares | $24.3M | 77K |
| J P Morgan Exchange Traded F | JMUB | Shares | $19.2M | 385K |
| Blackstone Inc | BX | Shares | $14.8M | 129K |
| Vaneck Etf Trust | BIZD | Shares | $13.0M | 1.0M |
| Vaneck Etf Trust | GPZ | Shares | $12.5M | 584K |
| Spdr Dow Jones Indl Average | DIA | Shares | $12.2M | 26K |
| Ishares Tr | ACWI | Shares | $12.0M | 86K |
| Apple Inc | AAPL | Shares | $11.9M | 47K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $10.5M | 192K |
| Ishares Tr | IUSV | Shares | $8.7M | 85K |
| Ishares Inc | EMGF | Shares | $8.6M | 143K |
| Ishares Tr | ITOT | Shares | $7.0M | 49K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $6.7M | 10K |
| Wisdomtree Tr | EES | Shares | $6.7M | 115K |
| Ishares Tr | IUSG | Shares | $6.6M | 42K |
| Ishares Gold Tr | IAU | Shares | $5.7M | 65K |
| Affiliated Managers Group Inc | AMG | Shares | $5.4M | 20K |
| Blackstone Secd Lending Fd | BXSL | Shares | $4.5M | 192K |
| Pacer Fds Tr | ICOW | Shares | $4.2M | 100K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.8M | 20K |
| Ishares Tr | IXUS | Shares | $3.6M | 42K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Broadcom Inc | AVGO | Shares | $3.6M | 12K |
| Spdr Gold Tr | GLD | Shares | $3.3M | 8K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $3.1M | 92K |
| Amazon Com Inc | AMZN | Shares | $2.9M | 14K |
| Microsoft Corp | MSFT | Shares | $2.7M | 7K |
| Comcast Corp New | CMCSA | Shares | $2.6M | 91K |
| Vanguard Bd Index Fds | BIV | Shares | $2.5M | 33K |
| Alphabet Inc | GOOGL | Shares | $2.5M | 9K |
| Bondbloxx Etf Trust | XTWO | Shares | $2.4M | 49K |
| Vanguard Specialized Funds | VIG | Shares | $2.4M | 11K |
| Calamos Etf Tr | CPSM | Shares | $2.4M | 83K |
| Blackrock Mun Target Term Tr | BTT | Shares | $2.4M | 104K |
| Verisk Analytics Inc | VRSK | Shares | $2.2M | 12K |
| Nvidia Corporation | NVDA | Shares | $2.1M | 12K |
| Calamos Etf Tr | CPSL | Shares | $2.1M | 76K |
| Columbia Etf Tr I | MUST | Shares | $2.0M | 98K |
| Wisdomtree Tr | DLN | Shares | $1.9M | 21K |
| Alphabet Inc | GOOG | Shares | $1.8M | 6K |
| Pacer Fds Tr | GCOW | Shares | $1.8M | 40K |
| Ishares Tr | IJH | Shares | $1.7M | 25K |
| Jpmorgan Chase & Co | JPM | Shares | $1.6M | 6K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $1.5M | 13K |
| Ishares Tr | IWF | Shares | $1.5M | 3K |
| Hubbell Inc | HUBB | Shares | $1.5M | 3K |
| Vanguard Index Fds | VTV | Shares | $1.5M | 7K |
| Ishares Tr | SMAX | Shares | $1.3M | 48K |
| Ishares Tr | IWD | Shares | $1.3M | 6K |
| Ishares Tr | IEFA | Shares | $1.3M | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.2M | 2K |
| Ishares Inc | IEMG | Shares | $1.2M | 17K |
| Golub Cap Bdc Inc | GBDC | Shares | $1.1M | 84K |
| Wisdomtree Tr | EZM | Shares | $1.0M | 16K |
| J P Morgan Exchange Traded F | JPEM | Shares | $939K | 15K |
| Exxon Mobil Corp | XOM | Shares | $929K | 5K |
| Ishares Tr | SUB | Shares | $927K | 9K |
| John Hancock Exchange Traded | JHML | Shares | $920K | 12K |
| Lilly Eli & Co | LLY | Shares | $919K | 999 |
| Ishares Tr | IVV | Shares | $914K | 1K |
| Ishares Tr | HDV | Shares | $906K | 7K |
| Select Sector Spdr Tr | XLK | Shares | $885K | 7K |
| Johnson & Johnson | JNJ | Shares | $881K | 4K |
| United Parcel Service Inc | UPS | Shares | $863K | 9K |
| Ishares Tr | QUAL | Shares | $819K | 4K |
| Meta Platforms Inc | META | Shares | $800K | 1K |
| Ishares Tr | DMAX | Shares | $788K | 30K |
| Ishares Tr | EFA | Shares | $785K | 8K |
| Vanguard Index Fds | VB | Shares | $764K | 3K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $744K | 10K |
| Ishares Tr | MAXJ | Shares | $739K | 26K |
| Calamos Etf Tr | CPRJ | Shares | $714K | 27K |
| Goldman Sachs Etf Tr | GSIE | Shares | $712K | 17K |
| Rbb Fd Inc | OBIL | Shares | $675K | 13K |
| Hartford Fds Exchange Traded | HMOP | Shares | $665K | 17K |
| Vanguard Intl Equity Index F | VPL | Shares | $653K | 7K |
| Procter And Gamble Co | PG | Shares | $649K | 4K |
| Home Depot Inc | HD | Shares | $640K | 2K |
| Exchange Listed Fds Tr | CEFS | Shares | $640K | 28K |
| Ishares Tr | IVW | Shares | $638K | 6K |
| Walmart Inc | WMT | Shares | $611K | 5K |
| Ishares Inc | EMXC | Shares | $599K | 8K |
| Chevron Corp New | CVX | Shares | $568K | 3K |
| Calamos Etf Tr | CPNJ | Shares | $554K | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.