Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

Amplius Wealth Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $985 Million distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $120M, Putnam ETF Tr Putnam Focused L with a value of $78.7M, Columbia ETF Tr I with a value of $56.4M, Rbb Rf Inc Motley Fool 100 Ind with a value of $56.3M, and Invesco Qqq Trust, Series 1 with a value of $39.5M.

Examining the 13F form we can see an increase of $103M in the current position value, from $881M to 985M.

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

Portfolio value $985 Million
ETFs: $758 Million
Financial Services: $81.5 Million
Technology: $29 Million
Communication Services: $10.6 Million
Industrials: $8.88 Million
Healthcare: $6.33 Million
Consumer Cyclical: $5.21 Million
Consumer Defensive: $3.09 Million
Other: $3.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$120 Million 12.22% of portfolio
1,116,281
Q2 2025 Reduced 3.27%
$0
$78.7 Million 7.99% of portfolio
1,955,562
Q2 2025 Added 3.8%
$0
$56.4 Million 5.73% of portfolio
1,533,039
Q2 2025 Added 1.36%
$0
$56.3 Million 5.72% of portfolio
873,033
Q2 2025 Reduced 3.16%
$0
$39.5 Million 4.01% of portfolio
71,560
Q2 2025 Added 1.48%
$0
$38.4 Million 3.9% of portfolio
628,519
Q2 2025 Added 1.88%
$0
$35 Million 3.56% of portfolio
692,859
Q2 2025 Added 8.02%
$0
$34.9 Million 3.55% of portfolio
1,866,883
Q2 2025 Added 10.7%
$0
$34.2 Million 3.47% of portfolio
672,758
Q2 2025 Added 7.86%
$0
$33.9 Million 3.44% of portfolio
127,352
Q2 2025 Added 34.88%
$0
$31.3 Million 3.18% of portfolio
983,331
Q2 2025 Reduced 0.88%
$0
$30.9 Million 3.14% of portfolio
282,789
Q2 2025 Reduced 13.92%
$0
$27.3 Million 2.77% of portfolio
397,698
Q2 2025 Added 3.46%
$115B
$24.1 Million 2.45% of portfolio
83,240
Q2 2025 Added 26.01%
$0
$22.9 Million 2.33% of portfolio
273,880
Q2 2025 Added 0.88%
$120B
$19.2 Million 1.95% of portfolio
128,541
Q2 2025 Added 0.84%
$4.95B
$16.2 Million 1.65% of portfolio
528,412
Q2 2025 Added 3.25%
$0
$13.7 Million 1.39% of portfolio
106,425
Q2 2025 Added 51.09%
$3.69T
$12.9 Million 1.31% of portfolio
62,956
Q2 2025 Added 6.01%
$0
$12.3 Million 1.24% of portfolio
27,815
Q2 2025 Reduced 7.23%
$0
$11.6 Million 1.18% of portfolio
233,473
Q2 2025 Reduced 10.19%
$0
$11.5 Million 1.17% of portfolio
121,265
Q2 2025 Reduced 0.07%
$0
$8.75 Million 0.89% of portfolio
64,771
Q2 2025 Added 5.84%
$0
$7.45 Million 0.76% of portfolio
145,347
Q2 2025 Added 7.06%
$0
$7.37 Million 0.75% of portfolio
144,551
Q2 2025 New
$0
$7.34 Million 0.75% of portfolio
40,400
Q2 2025 Reduced 3.68%
$0
$7.1 Million 0.72% of portfolio
11,490
Q2 2025 Added 2.13%
$0
$6.98 Million 0.71% of portfolio
123,726
Q2 2025 Reduced 1.33%
$3.77T
$5.81 Million 0.59% of portfolio
11,683
Q2 2025 Added 2.81%
$0
$5.61 Million 0.57% of portfolio
13,202
Q2 2025 Added 1.62%
$0
$5.56 Million 0.56% of portfolio
163,302
Q2 2025 Reduced 12.04%
$0
$5.02 Million 0.51% of portfolio
27,558
Q2 2025 Added 0.08%
$0
$4.39 Million 0.45% of portfolio
56,811
Q2 2025 Added 40.2%
$56.5B
$4.48 Million 0.45% of portfolio
71,850
Q2 2025 Reduced 8.98%
$0
$4.16 Million 0.42% of portfolio
53,849
Q2 2025 Reduced 8.68%
$41.6B
$4.06 Million 0.41% of portfolio
13,033
Q2 2025 Added 46.77%
$8.59B
$3.86 Million 0.39% of portfolio
19,596
Q2 2025 Added 13.96%
$2.3T
$3.74 Million 0.38% of portfolio
17,028
Q2 2025 Added 21.19%
$451B
$3.64 Million 0.37% of portfolio
5
Q3 2022 Added 400.0%
$0
$3.41 Million 0.35% of portfolio
32,717
Q1 2025 Added 0.01%
$150B
$3.42 Million 0.35% of portfolio
95,717
Q2 2025 Reduced 0.46%
$426B
$3.31 Million 0.34% of portfolio
20,936
Q2 2025 Added 15.8%
$121B
$2.89 Million 0.29% of portfolio
10,502
Q2 2025 Reduced 2.52%
$879B
$2.8 Million 0.28% of portfolio
9,649
Q2 2025 Reduced 13.37%
$0
$2.66 Million 0.27% of portfolio
42,919
Q2 2025 Added 6.0%
$112B
$2.63 Million 0.27% of portfolio
8,621
Q2 2025 Reduced 4.19%
$0
$2.43 Million 0.25% of portfolio
29,137
Q2 2025 Added 121.36%
$0
$2.29 Million 0.23% of portfolio
104,810
Q2 2025 Reduced 0.38%
$0
$2.23 Million 0.23% of portfolio
58,694
Q2 2025 Reduced 2.56%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $985 Million
  • Prior Value $881 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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