Amplius Wealth Advisors, LLC ETFs

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VB Vanguard Small Cap ETF	$0	$738,000 0.09% of portfolio	2,905	Q3 2025 Reduced 26.34%
HMOP Hartford Fds Exchange Traded T	$0	$721,000 0.08% of portfolio	18,521	Q3 2025 Reduced 26.08%
IVW Ishares S&P 500 Growth ETF	$0	$680,000 0.08% of portfolio	5,634	Q3 2025 Added 0.11%
CEFS Exchange Listed Fds Tr Saba Cl	$0	$615,000 0.07% of portfolio	27,049	Q3 2025 Added 1.25%
GSIE Goldman Sachs ETF Tr Activebet	$0	$561,000 0.07% of portfolio	17,832	Q3 2025 Reduced 35.97%
XCEM Columbia ETF Tr Ii	$0	$558,000 0.07% of portfolio	15,371	Q3 2025 Added 14.14%
IRBO Ishares Robotics & Artificial	$0	$554,000 0.07% of portfolio	17,276	Q3 2025 Reduced 44.5%
VUG Vanguard Growth ETF	$0	$498,000 0.06% of portfolio	1,040	Q3 2025 Reduced 6.89%
VOO Vanguard Index Fds S&P 500 ETF	$0	$498,000 0.06% of portfolio	814	Q3 2025 Reduced 69.99%
VOE Vanguard Mid Cap Value Index F	$0	$482,000 0.06% of portfolio	2,765	Q3 2025 Reduced 7.68%
BCAT Black Rock Capital Allocation Trust	$0	$475,000 0.06% of portfolio	32,177	Q3 2025 Added 5.24%
IWM Ishares Russell 2000 ETF	$0	$465,000 0.05% of portfolio	1,923	Q3 2025 Reduced 15.47%
VBK Vanguard Small Cap Growth ETF	$0	$463,000 0.05% of portfolio	1,559	Q3 2025 Reduced 11.42%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$438,000 0.05% of portfolio	18,055	Q3 2025 Reduced 10.14%
XLC Select Sector Spdr Tr Communic	$0	$422,000 0.05% of portfolio	3,571	Q3 2025 Reduced 10.19%
JMST Jp Morgan Ultra Short Mun Inco	$0	$422,000 0.05% of portfolio	8,269	Q3 2025 Added 36.16%
IVE Ishares S&P 500 Value ETF	$0	$360,000 0.04% of portfolio	1,744	Q1 2025 New
VFH Vanguard Financial ETF	$0	$359,000 0.04% of portfolio	2,743	Q3 2025 Reduced 6.8%
MUB Ishares National Muni Bond ETF	$0	$336,000 0.04% of portfolio	3,158	Q3 2025 Added 0.8%
DTD Wisdomtree Tr U.S Total Divide	$0	$319,000 0.04% of portfolio	3,800	Q3 2025 Reduced 31.97%
IWP Ishares Russell Mid Cap Growth	$0	$318,000 0.04% of portfolio	2,236	Q3 2025 Reduced 17.49%
ESGU Ishares Trust Ishares Esg Awar	$0	$303,000 0.04% of portfolio	2,083	Q3 2025 Added 0.97%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$301,000 0.04% of portfolio	3,006	Q3 2025 Added 0.03%
VT Vanguard Total World Stk Index	$0	$297,000 0.03% of portfolio	2,159	Q3 2025 Reduced 55.68%
DBA Invesco Db Agriculture Fund	$2.4B	$290,000 0.03% of portfolio	10,840	Q3 2022 Reduced 7.71%
IJK Ishares S&P Midcap 400 Growth	$0	$290,000 0.03% of portfolio	3,031	Q3 2025 Reduced 42.16%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$287,000 0.03% of portfolio	24,761	Q4 2022 Added 65.07%
VEA Vanguard Ftse Developed Market	$0	$283,000 0.03% of portfolio	4,723	Q3 2025 Added 0.02%
VBR Vanguard Small Cap Value ETF	$0	$271,000 0.03% of portfolio	1,301	Q3 2025 Reduced 18.23%
VONG Vanguard Russell 1000 Growth E	$0	$269,000 0.03% of portfolio	2,235	Q3 2025 Reduced 74.05%
JIG J P Morgan Exchange Traded Fd	$0	$258,000 0.03% of portfolio	3,432	Q3 2025 Reduced 12.96%
DTH Wisdomtree Tr	$0	$253,000 0.03% of portfolio	5,167	Q3 2025 Reduced 13.42%
FDIS Fidelity Covington Tr Msci Con	$0	$245,000 0.03% of portfolio	2,391	Q2 2025 Added 0.93%
IHDG Wisdomtree Tr	$0	$238,000 0.03% of portfolio	5,180	Q3 2025 Reduced 15.53%
DGRO Ishares Core Dividend Growth E	$0	$228,000 0.03% of portfolio	3,351	Q3 2025 Reduced 19.16%
GBTC Grayscale Bitcoin Trust (Btc)	$60.7B	$227,000 0.03% of portfolio	2,536	Q2 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$214,000 0.03% of portfolio	1,812	Q3 2025 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$211,000 0.02% of portfolio	3,134	Q3 2025 New

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