Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025

Amplius Wealth Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $851 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Putnam ETF Tr Putnam Focused L with a value of $85.7M, Columbia ETF Tr I with a value of $64.5M, Rbb Rf Inc Motley Fool 100 Ind with a value of $63.6M, Ishares Barclays 0 5 Year Tips with a value of $48.5M, and John Hancock Multifactor Mid C with a value of $42.6M.

Examining the 13F form we can see an decrease of $134M in the current position value, from $985M to 851M.

Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $851 Million
ETFs: $635 Million
Financial Services: $76.7 Million
Technology: $23.4 Million
Communication Services: $8.49 Million
Industrials: $6.39 Million
Consumer Cyclical: $4.55 Million
Healthcare: $4.05 Million
Consumer Defensive: $2.17 Million
Other: $3.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.7 Million 10.08% of portfolio
2,006,838
Q3 2025 Added 2.62%
$0
$64.5 Million 7.59% of portfolio
1,599,668
Q3 2025 Added 4.35%
$0
$63.6 Million 7.48% of portfolio
902,184
Q3 2025 Added 3.34%
$0
$48.5 Million 5.7% of portfolio
469,418
Q3 2025 Added 17,600.53%
$0
$42.6 Million 5.01% of portfolio
658,647
Q3 2025 Added 4.79%
$0
$39.7 Million 4.67% of portfolio
783,434
Q3 2025 Added 13.07%
$0
$39.6 Million 4.66% of portfolio
330,257
Q3 2025 Reduced 70.41%
$0
$38.9 Million 4.57% of portfolio
762,893
Q3 2025 Added 13.4%
$0
$37.9 Million 4.46% of portfolio
319,082
Q3 2025 Added 12.83%
$0
$30.1 Million 3.54% of portfolio
401,410
Q3 2025 Added 0.93%
$0
$26.5 Million 3.12% of portfolio
44,215
Q3 2025 Reduced 38.21%
$0
$22.2 Million 2.6% of portfolio
248,994
Q3 2025 Reduced 9.09%
$98.1B
$21.5 Million 2.53% of portfolio
125,821
Q3 2025 Reduced 2.12%
$123B
$21.5 Million 2.52% of portfolio
76,070
Q3 2025 Reduced 8.61%
$0
$19.8 Million 2.32% of portfolio
74,251
Q3 2025 Reduced 41.7%
$0
$15 Million 1.76% of portfolio
297,515
Q3 2025 Added 27.43%
$4.3T
$12.3 Million 1.45% of portfolio
48,491
Q3 2025 Reduced 22.98%
$0
$11.8 Million 1.39% of portfolio
25,531
Q3 2025 Reduced 8.21%
$0
$11.2 Million 1.32% of portfolio
81,208
Q3 2025 Reduced 23.69%
$0
$8.77 Million 1.03% of portfolio
87,703
Q3 2025 Reduced 27.68%
$0
$8.66 Million 1.02% of portfolio
160,469
Q3 2025 Added 10.4%
$0
$7.7 Million 0.9% of portfolio
130,446
Q3 2025 Added 5.43%
$0
$7.49 Million 0.88% of portfolio
51,395
Q3 2025 Reduced 20.65%
$0
$7.17 Million 0.84% of portfolio
43,598
Q3 2025 Reduced 63.26%
$0
$6.83 Million 0.8% of portfolio
122,285
Q3 2025 Reduced 15.4%
$0
$6.76 Million 0.79% of portfolio
10,140
Q3 2025 Reduced 11.75%
$65.3B
$4.97 Million 0.58% of portfolio
68,231
Q3 2025 Reduced 5.04%
$9.87B
$4.67 Million 0.55% of portfolio
19,596
Q2 2025 Added 13.96%
$0
$4.52 Million 0.53% of portfolio
23,846
Q3 2025 Reduced 40.98%
$0
$4.35 Million 0.51% of portfolio
130,194
Q3 2025 Reduced 86.76%
$3.78T
$4.03 Million 0.47% of portfolio
7,773
Q3 2025 Reduced 33.47%
$0
$4.03 Million 0.47% of portfolio
110,600
Q3 2025 Reduced 32.27%
$453B
$3.77 Million 0.44% of portfolio
5
Q3 2022 Added 400.0%
$0
$3.68 Million 0.43% of portfolio
47,127
Q3 2025 Reduced 12.48%
$0
$3.43 Million 0.4% of portfolio
41,565
Q3 2025 Reduced 26.84%
$2.39T
$3.35 Million 0.39% of portfolio
15,238
Q3 2025 Reduced 10.51%
$33.9B
$3.06 Million 0.36% of portfolio
12,185
Q3 2025 Reduced 6.51%
$130B
$3.05 Million 0.36% of portfolio
8,583
Q3 2025 Reduced 0.44%
$120B
$2.9 Million 0.34% of portfolio
92,255
Q3 2025 Reduced 3.62%
$465B
$2.46 Million 0.29% of portfolio
13,202
Q3 2025 Reduced 36.94%
$0
$2.35 Million 0.28% of portfolio
104,664
Q3 2025 Reduced 0.14%
$139B
$2.32 Million 0.27% of portfolio
7,047
Q3 2025 Reduced 32.9%
$0
$2.15 Million 0.25% of portfolio
11,786
Q3 2025 Reduced 57.23%
$881B
$2.07 Million 0.24% of portfolio
6,571
Q3 2025 Reduced 31.9%
$1.65T
$1.99 Million 0.23% of portfolio
8,169
Q3 2025 Reduced 33.24%
$0
$1.88 Million 0.22% of portfolio
91,685
Q3 2025 Reduced 15.47%
$0
$1.9 Million 0.22% of portfolio
29,043
Q3 2025 Reduced 32.33%
$0
$1.77 Million 0.21% of portfolio
44,793
Q3 2025 Reduced 23.68%
$0
$1.77 Million 0.21% of portfolio
20,292
Q3 2025 Reduced 30.36%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $851 Million
  • Prior Value $985 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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