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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$21.5 Million 2.53% of portfolio
125,821
Q3 2025 Reduced 2.12%
$119B
$21.5 Million 2.52% of portfolio
76,070
Q3 2025 Reduced 8.61%
$4.38B
$14.8 Million 1.74% of portfolio
568,826
Q3 2025 Added 7.65%
$4.31T
$12.3 Million 1.45% of portfolio
48,491
Q3 2025 Reduced 22.98%
$9.91B
$4.67 Million 0.55% of portfolio
19,596
Q2 2025 Added 13.96%
$3.7T
$4.03 Million 0.47% of portfolio
7,773
Q3 2025 Reduced 33.47%
$449B
$3.77 Million 0.44% of portfolio
5
Q3 2022 Added 400.0%
$2.49T
$3.35 Million 0.39% of portfolio
15,238
Q3 2025 Reduced 10.51%
$33.7B
$3.06 Million 0.36% of portfolio
12,185
Q3 2025 Reduced 6.51%
$120B
$2.9 Million 0.34% of portfolio
92,255
Q3 2025 Reduced 3.62%
$469B
$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%
$142B
$2.32 Million 0.27% of portfolio
7,047
Q3 2025 Reduced 32.9%
$922B
$2.07 Million 0.24% of portfolio
6,571
Q3 2025 Reduced 31.9%
$1.67T
$1.99 Million 0.23% of portfolio
8,169
Q3 2025 Reduced 33.24%
$1.7T
$1.54 Million 0.18% of portfolio
6,335
Q3 2025 Reduced 25.93%
$24.8B
$1.29 Million 0.15% of portfolio
3,004
Q3 2025 Reduced 0.86%
$1.4T
$1.08 Million 0.13% of portfolio
1,475
Q3 2025 Reduced 42.36%
$137B
$1.1 Million 0.13% of portfolio
43,292
Q3 2025 Reduced 6.71%
$70B
$868,000 0.1% of portfolio
10,400
Q3 2025 Added 25.8%
$348B
$773,000 0.09% of portfolio
5,035
Q3 2025 Reduced 21.14%
$303B
$724,000 0.09% of portfolio
2,097
Q3 2025 Reduced 48.9%
$878B
$757,000 0.09% of portfolio
993
Q3 2025 Reduced 30.27%
$2.37B
$733,000 0.09% of portfolio
53,597
Q3 2025 Added 2.76%
$380B
$777,000 0.09% of portfolio
1,918
Q3 2025 Added 2.9%
$96.6B
$589,000 0.07% of portfolio
3,060
Q3 2025 New
$387B
$616,000 0.07% of portfolio
2,662
Q3 2025 Reduced 6.27%
$488B
$594,000 0.07% of portfolio
3,207
Q3 2025 Reduced 39.43%
$0
$475,000 0.06% of portfolio
32,177
Q3 2025 Added 5.24%
$349B
$545,000 0.06% of portfolio
2,993
Q3 2025 Reduced 4.95%
$305B
$468,000 0.06% of portfolio
7,062
Q3 2025 Reduced 19.1%
$489B
$509,000 0.06% of portfolio
4,515
Q3 2025 Reduced 30.54%
$275B
$487,000 0.06% of portfolio
1,469
Q3 2025 Reduced 12.35%
$202B
$550,000 0.06% of portfolio
4,812
Q3 2025 Reduced 13.96%
$278B
$488,000 0.06% of portfolio
4,737
Q3 2025 Reduced 21.91%
$303B
$448,000 0.05% of portfolio
2,889
Q3 2025 Reduced 10.56%
$4.04B
$431,000 0.05% of portfolio
2,426
Q3 2025 Added 0.12%
$275B
$456,000 0.05% of portfolio
1,617
Q3 2025 Reduced 38.52%
$526B
$460,000 0.05% of portfolio
810
Q3 2025 Reduced 25.48%
$408B
$394,000 0.05% of portfolio
426
Q3 2025 Reduced 51.09%
$275B
$426,000 0.05% of portfolio
2,683
Q3 2025 Reduced 31.99%
$71.6B
$416,000 0.05% of portfolio
1,168
Q3 2025 Reduced 13.61%
$177B
$435,000 0.05% of portfolio
15,411
Q3 2025 Added 2.06%
$549B
$465,000 0.05% of portfolio
1,365
Q3 2025 Reduced 53.3%
$0
$398,000 0.05% of portfolio
17,990
Q3 2025 Added 2.82%
$1.36T
$428,000 0.05% of portfolio
963
Q3 2025 Reduced 40.63%
$427B
$419,000 0.05% of portfolio
8,129
Q3 2025 Reduced 28.11%
$292B
$375,000 0.04% of portfolio
5,492
Q3 2025 Reduced 29.74%
$82.9B
$354,000 0.04% of portfolio
1,606
Q3 2025 Reduced 2.96%

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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