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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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