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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PVAL Putnam ETF Tr Putnam Focused L	$0	$85.7 Million 10.08% of portfolio	2,006,838	Q3 2025 Added 2.62%
RECS Columbia ETF Tr I ETFs	$0	$64.5 Million 7.59% of portfolio	1,599,668	Q3 2025 Added 4.35%
TMFC Rbb Rf Inc Motley Fool 100 Ind ETFs	$0	$63.6 Million 7.48% of portfolio	902,184	Q3 2025 Added 3.34%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$48.5 Million 5.7% of portfolio	469,418	Q3 2025 Added 17,600.53%
JHMM John Hancock Multifactor Mid C ETFs	$0	$42.6 Million 5.01% of portfolio	658,647	Q3 2025 Added 4.79%
GSST Goldman Sachs ETF Tr Access Ul ETFs	$0	$39.7 Million 4.67% of portfolio	783,434	Q3 2025 Added 13.07%
IOO Ishares Tr Global 100 ETF ETFs	$0	$39.6 Million 4.66% of portfolio	330,257	Q3 2025 Reduced 70.41%
USTB Victory Portfolios Ii Victorys ETFs	$0	$38.9 Million 4.57% of portfolio	762,893	Q3 2025 Added 13.4%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$37.9 Million 4.46% of portfolio	319,082	Q3 2025 Added 12.83%

AVEM American Centy ETF Tr Avantis ETFs	$0	$30.1 Million 3.54% of portfolio	401,410	Q3 2025 Added 0.93%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$26.5 Million 3.12% of portfolio	44,215	Q3 2025 Reduced 38.21%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$22.2 Million 2.6% of portfolio	248,994	Q3 2025 Reduced 9.09%
OEF Ishares S&P 100 ETF ETFs	$0	$19.8 Million 2.32% of portfolio	74,251	Q3 2025 Reduced 41.7%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$15 Million 1.76% of portfolio	297,515	Q3 2025 Added 27.43%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$11.8 Million 1.39% of portfolio	25,531	Q3 2025 Reduced 8.21%
ACWI Ishares Msci Acwi ETF ETFs	$0	$11.2 Million 1.32% of portfolio	81,208	Q3 2025 Reduced 23.69%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$8.77 Million 1.03% of portfolio	87,703	Q3 2025 Reduced 27.68%
IDMO Invesco ETF Tr Ii S&P Intl Dev ETFs	$0	$8.66 Million 1.02% of portfolio	160,469	Q3 2025 Added 10.4%

JPEM Jp Morgan Diversified Return ETFs	$0	$7.7 Million 0.9% of portfolio	130,446	Q3 2025 Added 5.43%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$7.49 Million 0.88% of portfolio	51,395	Q3 2025 Reduced 20.65%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$7.17 Million 0.84% of portfolio	43,598	Q3 2025 Reduced 63.26%
EES Wisdomtree U.S. Smallcap Fund ETFs	$0	$6.83 Million 0.8% of portfolio	122,285	Q3 2025 Reduced 15.4%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.76 Million 0.79% of portfolio	10,140	Q3 2025 Reduced 11.75%
IAU Ishares Gold Trust ETFs	$65.3B	$4.97 Million 0.58% of portfolio	68,231	Q3 2025 Reduced 5.04%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$4.52 Million 0.53% of portfolio	23,846	Q3 2025 Reduced 40.98%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.35 Million 0.51% of portfolio	130,194	Q3 2025 Reduced 86.76%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$4.03 Million 0.47% of portfolio	110,600	Q3 2025 Reduced 32.27%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.68 Million 0.43% of portfolio	47,127	Q3 2025 Reduced 12.48%
IXUS Ishares Tr ETFs	$0	$3.43 Million 0.4% of portfolio	41,565	Q3 2025 Reduced 26.84%
GLD Spdr Gold Trust ETFs	$130B	$3.05 Million 0.36% of portfolio	8,583	Q3 2025 Reduced 0.44%
VIG Vanguard Dividend Appreciation ETFs	$0	$2.15 Million 0.25% of portfolio	11,786	Q3 2025 Reduced 57.23%
MUST Columbia ETF Tr I Multi Sector ETFs	$0	$1.88 Million 0.22% of portfolio	91,685	Q3 2025 Reduced 15.47%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.9 Million 0.22% of portfolio	29,043	Q3 2025 Reduced 32.33%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$1.77 Million 0.21% of portfolio	44,793	Q3 2025 Reduced 23.68%
IEFA Ishares Tr ETFs	$0	$1.77 Million 0.21% of portfolio	20,292	Q3 2025 Reduced 30.36%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.74 Million 0.2% of portfolio	3,718	Q3 2025 Reduced 71.84%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$1.58 Million 0.19% of portfolio	18,113	Q3 2025 Reduced 30.53%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$1.42 Million 0.17% of portfolio	12,835	Q3 2025 Reduced 60.77%
VTV Vanguard Value ETF ETFs	$0	$1.31 Million 0.15% of portfolio	7,024	Q3 2025 Reduced 43.95%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.22 Million 0.14% of portfolio	5,987	Q3 2025 Reduced 18.34%
EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$1.01 Million 0.12% of portfolio	15,250	Q3 2025 Added 129.32%
XLK Technology Sector Spdr ETFs	$0	$938,000 0.11% of portfolio	3,330	Q3 2025 Reduced 17.74%
HTAB Hartford Fds Exchange Traded ETFs	$0	$918,000 0.11% of portfolio	48,013	Q3 2025 Reduced 97.43%
IVV Ishares Core S&P 500 ETF ETFs	$0	$930,000 0.11% of portfolio	1,391	Q3 2025 Reduced 4.0%
JHML John Hancock Multifactor Large ETFs	$0	$969,000 0.11% of portfolio	12,368	Q3 2025 Reduced 43.84%
IEMG Ishares Inc ETFs	$0	$949,000 0.11% of portfolio	17,706	Q3 2025 Added 0.27%
SUB Ishares Short Term National Mu ETFs	$0	$929,000 0.11% of portfolio	8,708	Q3 2025 Reduced 26.25%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$829,000 0.1% of portfolio	4,267	Q3 2025 Reduced 56.02%
HDV Ishares Core High Dividend ETF ETFs	$0	$817,000 0.1% of portfolio	6,674	Q3 2025 Reduced 1.35%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$754,000 0.09% of portfolio	8,080	Q3 2025 Reduced 5.82%

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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Amplius Wealth Advisors, LLC Portfolio Holdings