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
$1.5T
$333,000 0.04% of portfolio
1,195
Q3 2025 Reduced 24.51%
$161B
$374,000 0.04% of portfolio
4,965
Q3 2025 Added 10.68%
$56.3B
$227,000 0.03% of portfolio
2,536
Q2 2025 New
$3.1B
$233,000 0.03% of portfolio
12,681
Q3 2025 Added 2.36%
$334B
$294,000 0.03% of portfolio
978
Q3 2025 Reduced 38.99%
$52.1B
$253,000 0.03% of portfolio
14,779
Q3 2025 Added 3.85%
$18.2B
$293,000 0.03% of portfolio
2,246
Q2 2025 Added 0.22%
$2.77B
$219,000 0.03% of portfolio
3,000
Q4 2021 New
$26.4B
$220,000 0.03% of portfolio
2,112
Q3 2025 New
$182B
$293,000 0.03% of portfolio
2,992
Q3 2025 Reduced 23.87%
$0
$286,000 0.03% of portfolio
31,500
Q2 2025 Added 57.5%
$173B
$279,000 0.03% of portfolio
304
Q3 2025 Added 15.15%
$123B
$223,000 0.03% of portfolio
447
Q3 2025 Reduced 25.5%
$87.6B
$251,000 0.03% of portfolio
1,249
Q3 2025 Reduced 52.6%
$120B
$260,000 0.03% of portfolio
2,730
Q3 2025 Reduced 7.89%
$34.4B
$256,000 0.03% of portfolio
2,556
Q3 2025 Added 6.77%
$5.27B
$210,000 0.02% of portfolio
15,728
Q3 2025 Reduced 14.15%
$1.14B
$160,000 0.02% of portfolio
18,288
Q4 2024 Reduced 49.6%
$0
$83,000 0.01% of portfolio
11,000
Q3 2022 New
$490M
$50,000 0.01% of portfolio
12,550
Q2 2025 New
$3.16B
$46,000 0.01% of portfolio
11,522
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 99.01%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 23.6%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.89%

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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