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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$24.1 Million 2.45% of portfolio
83,240
Q2 2025 Added 26.01%
$123B
$19.2 Million 1.95% of portfolio
128,541
Q2 2025 Added 0.84%
$4.98B
$16.2 Million 1.65% of portfolio
528,412
Q2 2025 Added 3.25%
$3.69T
$12.9 Million 1.31% of portfolio
62,956
Q2 2025 Added 6.01%
$3.95T
$5.81 Million 0.59% of portfolio
11,683
Q2 2025 Added 2.81%
$40.8B
$4.06 Million 0.41% of portfolio
13,033
Q2 2025 Added 46.77%
$8.37B
$3.86 Million 0.39% of portfolio
19,596
Q2 2025 Added 13.96%
$2.26T
$3.74 Million 0.38% of portfolio
17,028
Q2 2025 Added 21.19%
$423B
$3.64 Million 0.37% of portfolio
5
Q3 2022 Added 400.0%
$141B
$3.42 Million 0.35% of portfolio
95,717
Q2 2025 Reduced 0.46%
$456B
$3.31 Million 0.34% of portfolio
20,936
Q2 2025 Added 15.8%
$127B
$2.89 Million 0.29% of portfolio
10,502
Q2 2025 Reduced 2.52%
$859B
$2.8 Million 0.28% of portfolio
9,649
Q2 2025 Reduced 13.37%
$0
$2.29 Million 0.23% of portfolio
104,810
Q2 2025 Reduced 0.38%
$1.21T
$2.16 Million 0.22% of portfolio
12,237
Q2 2025 Added 13.89%
$1.78T
$1.89 Million 0.19% of portfolio
2,559
Q2 2025 Added 2.81%
$1.24T
$1.52 Million 0.15% of portfolio
8,553
Q2 2025 Added 1.42%
$245B
$1.28 Million 0.13% of portfolio
4,104
Q2 2025 Added 281.77%
$23.2B
$1.24 Million 0.13% of portfolio
3,030
Q2 2025 Reduced 0.23%
$138B
$1.12 Million 0.11% of portfolio
46,406
Q2 2025 Reduced 0.29%
$608B
$1.11 Million 0.11% of portfolio
1,424
Q2 2025 Reduced 7.89%
$551B
$1.04 Million 0.11% of portfolio
2,923
Q2 2025 Added 26.7%
$368B
$1.02 Million 0.1% of portfolio
6,385
Q2 2025 Added 3.87%
$439B
$862,000 0.09% of portfolio
871
Q2 2025 Added 0.58%
$452B
$808,000 0.08% of portfolio
5,295
Q2 2025 Added 1.61%
$63.8B
$834,000 0.08% of portfolio
8,267
Q2 2025 Reduced 0.74%
$210B
$775,000 0.08% of portfolio
2,630
Q2 2025 Added 1.35%
$2.54B
$764,000 0.08% of portfolio
52,158
Q2 2025 Added 1.96%
$442B
$700,000 0.07% of portfolio
6,500
Q2 2025 Reduced 14.81%
$207B
$693,000 0.07% of portfolio
5,593
Q2 2025 Reduced 7.8%
$405B
$683,000 0.07% of portfolio
1,864
Q2 2025 Reduced 2.41%
$281B
$593,000 0.06% of portfolio
6,066
Q2 2025 Added 65.15%
$250B
$555,000 0.06% of portfolio
3,945
Q2 2025 Added 2.18%
$548B
$610,000 0.06% of portfolio
1,087
Q2 2025 Reduced 25.5%
$293B
$542,000 0.06% of portfolio
7,817
Q2 2025 Added 4.23%
$101B
$576,000 0.06% of portfolio
2,635
Q2 2025 Reduced 0.38%
$306B
$617,000 0.06% of portfolio
8,729
Q2 2025 Added 1.04%
$203B
$488,000 0.05% of portfolio
6,165
Q2 2025 Added 117.38%
$351B
$527,000 0.05% of portfolio
2,840
Q2 2025 Added 0.92%
$545B
$491,000 0.05% of portfolio
367
Q2 2025 Added 3.97%
$1.08T
$515,000 0.05% of portfolio
1,622
Q2 2025 Added 2.27%
$302B
$462,000 0.05% of portfolio
3,230
Q2 2025 Reduced 4.41%
$381B
$535,000 0.05% of portfolio
11,307
Q2 2025 Reduced 0.97%
$227B
$534,000 0.05% of portfolio
1,676
Q2 2025 Added 2.82%
$0
$462,000 0.05% of portfolio
30,576
Q2 2025 Added 5.42%
$75.3B
$482,000 0.05% of portfolio
1,352
Q2 2025 Reduced 0.15%
$95.6B
$378,000 0.04% of portfolio
1,655
Q2 2025 Reduced 0.12%
$4.43B
$399,000 0.04% of portfolio
2,423
Q4 2023 New
$182B
$366,000 0.04% of portfolio
3,930
Q2 2025 Reduced 5.07%

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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