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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.26T
$2.16 Million 0.22% of portfolio
12,237
Q2 2025 Added 13.89%
$0
$2.21 Million 0.22% of portfolio
12,532
Q2 2025 Reduced 7.6%
$0
$2.14 Million 0.22% of portfolio
26,075
Q4 2024 Reduced 0.38%
$0
$2.18 Million 0.22% of portfolio
108,470
Q2 2025 Added 11.98%
$1.65T
$1.89 Million 0.19% of portfolio
2,559
Q2 2025 Added 2.81%
$652B
$1.76 Million 0.18% of portfolio
3,614
Q2 2025 Reduced 1.15%
$0
$1.77 Million 0.18% of portfolio
9,702
Q2 2025 Added 0.36%
$0
$1.65 Million 0.17% of portfolio
22,673
Q2 2025 Added 0.01%
$0
$1.54 Million 0.16% of portfolio
2,712
Q2 2025 Added 27.68%
$0
$1.62 Million 0.16% of portfolio
22,023
Q2 2025 Added 0.0%
$1.29T
$1.52 Million 0.15% of portfolio
8,553
Q2 2025 Added 1.42%
$0
$1.4 Million 0.14% of portfolio
4,622
Q2 2025 Added 1.63%
$0
$1.42 Million 0.14% of portfolio
7,332
Q2 2025 Added 17.84%
$0
$1.26 Million 0.13% of portfolio
11,808
Q2 2025 New
$289B
$1.28 Million 0.13% of portfolio
4,104
Q2 2025 Added 281.77%
$23.1B
$1.24 Million 0.13% of portfolio
3,030
Q2 2025 Reduced 0.23%
$699B
$1.11 Million 0.11% of portfolio
1,424
Q2 2025 Reduced 7.89%
$572B
$1.04 Million 0.11% of portfolio
2,923
Q2 2025 Added 26.7%
$0
$947,000 0.1% of portfolio
17,659
Q2 2025 Added 55.31%
$374B
$1.02 Million 0.1% of portfolio
6,385
Q2 2025 Added 3.87%
$0
$959,000 0.1% of portfolio
25,055
Q2 2025 Reduced 29.28%
$0
$998,000 0.1% of portfolio
31,126
Q2 2025 Added 41.74%
$0
$1.03 Million 0.1% of portfolio
4,048
Q1 2025 Reduced 4.14%
$0
$940,000 0.1% of portfolio
8,613
Q2 2025 Reduced 0.6%
$0
$877,000 0.09% of portfolio
27,849
Q2 2025 Added 0.95%
$416B
$862,000 0.09% of portfolio
871
Q2 2025 Added 0.58%
$0
$934,000 0.09% of portfolio
3,944
Q2 2025 Added 33.65%
$0
$899,000 0.09% of portfolio
1,449
Q2 2025 Added 2.19%
$0
$792,000 0.08% of portfolio
6,765
Q4 2024 Reduced 9.26%
$466B
$808,000 0.08% of portfolio
5,295
Q2 2025 Added 1.61%
$62.2B
$834,000 0.08% of portfolio
8,267
Q2 2025 Reduced 0.74%
$0
$766,000 0.08% of portfolio
8,579
Q2 2025 Added 6.19%
$216B
$775,000 0.08% of portfolio
2,630
Q2 2025 Added 1.35%
$2.52B
$764,000 0.08% of portfolio
52,158
Q2 2025 Added 1.96%
$0
$676,000 0.07% of portfolio
5,083
Q2 2025 Reduced 47.47%
$478B
$700,000 0.07% of portfolio
6,500
Q2 2025 Reduced 14.81%
$216B
$693,000 0.07% of portfolio
5,593
Q2 2025 Reduced 7.8%
$0
$647,000 0.07% of portfolio
2,693
Q2 2025 Added 0.11%
$416B
$683,000 0.07% of portfolio
1,864
Q2 2025 Reduced 2.41%
$266B
$593,000 0.06% of portfolio
6,066
Q2 2025 Added 65.15%
$252B
$555,000 0.06% of portfolio
3,945
Q2 2025 Added 2.18%
$0
$619,000 0.06% of portfolio
5,628
Q2 2025 Added 0.09%
$0
$626,000 0.06% of portfolio
4,871
Q2 2025 New
$565B
$610,000 0.06% of portfolio
1,087
Q2 2025 Reduced 25.5%
$278B
$542,000 0.06% of portfolio
7,817
Q2 2025 Added 4.23%
$102B
$576,000 0.06% of portfolio
2,635
Q2 2025 Reduced 0.38%
$299B
$617,000 0.06% of portfolio
8,729
Q2 2025 Added 1.04%
$0
$594,000 0.06% of portfolio
26,714
Q2 2025 Added 1.95%
$0
$490,000 0.05% of portfolio
2,275
Q2 2025 Added 9.64%

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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