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
$115B
$24.1 Million 2.45% of portfolio
83,240
Q2 2025 Added 26.01%
$129B
$19.2 Million 1.95% of portfolio
128,541
Q2 2025 Added 0.84%
$4.73B
$16.2 Million 1.65% of portfolio
528,412
Q2 2025 Added 3.25%
$3.76T
$12.9 Million 1.31% of portfolio
62,956
Q2 2025 Added 6.01%
$3.8T
$5.81 Million 0.59% of portfolio
11,683
Q2 2025 Added 2.81%
$41.2B
$4.06 Million 0.41% of portfolio
13,033
Q2 2025 Added 46.77%
$9.03B
$3.86 Million 0.39% of portfolio
19,596
Q2 2025 Added 13.96%
$2.32T
$3.74 Million 0.38% of portfolio
17,028
Q2 2025 Added 21.19%
$444B
$3.64 Million 0.37% of portfolio
5
Q3 2022 Added 400.0%
$146B
$3.42 Million 0.35% of portfolio
95,717
Q2 2025 Reduced 0.46%
$443B
$3.31 Million 0.34% of portfolio
20,936
Q2 2025 Added 15.8%
$146B
$2.89 Million 0.29% of portfolio
10,502
Q2 2025 Reduced 2.52%
$900B
$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%
$1.44T
$2.16 Million 0.22% of portfolio
12,237
Q2 2025 Added 13.89%
$1.69T
$1.89 Million 0.19% of portfolio
2,559
Q2 2025 Added 2.81%
$1.47T
$1.52 Million 0.15% of portfolio
8,553
Q2 2025 Added 1.42%
$330B
$1.28 Million 0.13% of portfolio
4,104
Q2 2025 Added 281.77%
$23.5B
$1.24 Million 0.13% of portfolio
3,030
Q2 2025 Reduced 0.23%
$134B
$1.12 Million 0.11% of portfolio
46,406
Q2 2025 Reduced 0.29%
$718B
$1.11 Million 0.11% of portfolio
1,424
Q2 2025 Reduced 7.89%
$555B
$1.04 Million 0.11% of portfolio
2,923
Q2 2025 Added 26.7%
$374B
$1.02 Million 0.1% of portfolio
6,385
Q2 2025 Added 3.87%
$428B
$862,000 0.09% of portfolio
871
Q2 2025 Added 0.58%
$466B
$808,000 0.08% of portfolio
5,295
Q2 2025 Added 1.61%
$61.5B
$834,000 0.08% of portfolio
8,267
Q2 2025 Reduced 0.74%
$227B
$775,000 0.08% of portfolio
2,630
Q2 2025 Added 1.35%
$2.52B
$764,000 0.08% of portfolio
52,158
Q2 2025 Added 1.96%
$467B
$700,000 0.07% of portfolio
6,500
Q2 2025 Reduced 14.81%
$211B
$693,000 0.07% of portfolio
5,593
Q2 2025 Reduced 7.8%
$433B
$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%
$265B
$555,000 0.06% of portfolio
3,945
Q2 2025 Added 2.18%
$554B
$610,000 0.06% of portfolio
1,087
Q2 2025 Reduced 25.5%
$273B
$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%
$290B
$617,000 0.06% of portfolio
8,729
Q2 2025 Added 1.04%
$210B
$488,000 0.05% of portfolio
6,165
Q2 2025 Added 117.38%
$386B
$527,000 0.05% of portfolio
2,840
Q2 2025 Added 0.92%
$529B
$491,000 0.05% of portfolio
367
Q2 2025 Added 3.97%
$1.25T
$515,000 0.05% of portfolio
1,622
Q2 2025 Added 2.27%
$308B
$462,000 0.05% of portfolio
3,230
Q2 2025 Reduced 4.41%
$406B
$535,000 0.05% of portfolio
11,307
Q2 2025 Reduced 0.97%
$243B
$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%
$76.9B
$482,000 0.05% of portfolio
1,352
Q2 2025 Reduced 0.15%
$89.5B
$378,000 0.04% of portfolio
1,655
Q2 2025 Reduced 0.12%
$4.45B
$399,000 0.04% of portfolio
2,423
Q4 2023 New
$190B
$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
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email