Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

$858 Million
Q4 2025

Amplius Wealth Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $858 Million distributed in 177 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 $89.1M, Columbia ETF Tr I with a value of $65.8M, Rbb Rf Inc Motley Fool 100 Ind with a value of $64.8M, Ishares Barclays 0 5 Year Tips with a value of $49.7M, and John Hancock Multifactor Mid C with a value of $42.9M.

Examining the 13F form we can see an increase of $7M in the current position value, from $851M to 858M.

Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $858 Million

ETFs: $647 Million

Financial Services: $69 Million

Technology: $24.7 Million

Communication Services: $8.4 Million

Industrials: $6.15 Million

Consumer Cyclical: $4.35 Million

Healthcare: $3.41 Million

Consumer Defensive: $2.11 Million

Other: $3.35 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PVAL Putnam ETF Tr Putnam Focused L	$0	$89.1 Million 10.39% of portfolio	2,039,763	Q4 2025 Added 1.64%
RECS Columbia ETF Tr I ETFs	$0	$65.8 Million 7.67% of portfolio	1,624,583	Q4 2025 Added 1.56%
TMFC Rbb Rf Inc Motley Fool 100 Ind ETFs	$0	$64.8 Million 7.56% of portfolio	914,215	Q4 2025 Added 1.33%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$49.7 Million 5.79% of portfolio	482,698	Q4 2025 Added 2.83%
JHMM John Hancock Multifactor Mid C ETFs	$0	$42.9 Million 5.01% of portfolio	672,760	Q4 2025 Added 2.14%
IOO Ishares Tr Global 100 ETF ETFs	$0	$40.4 Million 4.71% of portfolio	323,379	Q4 2025 Reduced 2.08%
GSST Goldman Sachs ETF Tr Access Ul ETFs	$0	$39.8 Million 4.64% of portfolio	787,192	Q4 2025 Added 0.48%
USTB Victory Portfolios Ii Victorys ETFs	$0	$39.1 Million 4.56% of portfolio	769,637	Q4 2025 Added 0.88%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$38.2 Million 4.46% of portfolio	327,185	Q4 2025 Added 2.54%

AVEM American Centy ETF Tr Avantis ETFs	$0	$31.6 Million 3.69% of portfolio	407,425	Q4 2025 Added 1.5%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$27.2 Million 3.17% of portfolio	45,065	Q4 2025 Added 1.92%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$22.7 Million 2.65% of portfolio	255,977	Q4 2025 Added 2.8%
CB Chubb LTD Financial Services	$123B	$22 Million 2.56% of portfolio	74,311	Q4 2025 Reduced 2.31%
OEF Ishares S&P 100 ETF ETFs	$0	$19.7 Million 2.29% of portfolio	73,992	Q4 2025 Reduced 0.35%
BX Blackstone Inc. Financial Services	$98.1B	$17.6 Million 2.05% of portfolio	126,826	Q4 2025 Added 0.8%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$16.9 Million 1.97% of portfolio	333,858	Q4 2025 Added 12.22%
AAPL Apple Inc. Technology	$4.3T	$12.7 Million 1.48% of portfolio	47,548	Q4 2025 Reduced 1.94%
ACWI Ishares Msci Acwi ETF ETFs	$0	$12.1 Million 1.41% of portfolio	86,438	Q4 2025 Added 6.44%

DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$11.9 Million 1.38% of portfolio	25,169	Q4 2025 Reduced 1.42%
BXSL Blackstone Secured Lending Fund Financial Services	$4.41B	$10.7 Million 1.25% of portfolio	401,117	Q4 2025 Reduced 29.48%
IDMO Invesco ETF Tr Ii S&P Intl Dev ETFs	$0	$9.17 Million 1.07% of portfolio	168,834	Q4 2025 Added 5.21%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$8.84 Million 1.03% of portfolio	87,270	Q4 2025 Reduced 0.49%
JPEM Jp Morgan Diversified Return ETFs	$0	$8.38 Million 0.98% of portfolio	137,618	Q4 2025 Added 5.5%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$7.22 Million 0.84% of portfolio	49,313	Q4 2025 Reduced 4.05%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$7.02 Million 0.82% of portfolio	42,529	Q4 2025 Reduced 2.45%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.86 Million 0.8% of portfolio	10,312	Q4 2025 Added 1.7%
EES Wisdomtree U.S. Smallcap Fund ETFs	$0	$6.53 Million 0.76% of portfolio	119,390	Q4 2025 Reduced 2.37%
AMG Affiliated Managers Group, Inc. Financial Services	$9.87B	$5.07 Million 0.59% of portfolio	19,613	Q4 2025 Added 0.09%
IAU Ishares Gold Trust ETFs	$65.3B	$4.98 Million 0.58% of portfolio	64,690	Q4 2025 Reduced 5.19%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$4.2 Million 0.49% of portfolio	108,802	Q4 2025 Reduced 1.63%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$3.85 Million 0.45% of portfolio	114,440	Q4 2025 Reduced 12.1%
MSFT Microsoft Corp Technology	$3.78T	$3.83 Million 0.45% of portfolio	7,540	Q4 2025 Reduced 3.0%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$3.78 Million 0.44% of portfolio	5	Q3 2022 Added 400.0%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$3.81 Million 0.44% of portfolio	20,319	Q4 2025 Reduced 14.79%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.59 Million 0.42% of portfolio	46,091	Q4 2025 Reduced 2.2%
IXUS Ishares Tr ETFs	$0	$3.5 Million 0.41% of portfolio	41,555	Q4 2025 Reduced 0.02%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$3.23 Million 0.38% of portfolio	13,755	Q4 2025 Reduced 9.73%
GLD Spdr Gold Trust ETFs	$130B	$2.91 Million 0.34% of portfolio	7,730	Q4 2025 Reduced 9.94%
VRSK Verisk Analytics, Inc. Industrials	$33.9B	$2.63 Million 0.31% of portfolio	12,186	Q4 2025 Added 0.01%
AVGO Broadcom Inc. Technology	$139B	$2.57 Million 0.3% of portfolio	7,504	Q4 2025 Added 6.49%
CMCSA Comcast Corp Communication Services	$120B	$2.46 Million 0.29% of portfolio	90,499	Q4 2025 Reduced 1.9%
GOOGL Alphabet Inc. Communication Services	$1.65T	$2.41 Million 0.28% of portfolio	8,724	Q4 2025 Added 6.79%
BTT Black Rock Municipal 2030 Target Term Trust Financial Services	$0	$2.35 Million 0.27% of portfolio	104,707	Q4 2025 Added 0.04%
NVDA Nvidia Corp Technology	$465B	$2.26 Million 0.26% of portfolio	12,132	Q4 2025 Reduced 8.1%
VIG Vanguard Dividend Appreciation ETFs	$0	$2.07 Million 0.24% of portfolio	11,349	Q4 2025 Reduced 3.71%
XLK Technology Sector Spdr ETFs	$0	$1.92 Million 0.22% of portfolio	6,660	Q4 2025 Added 100.0%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$1.76 Million 0.21% of portfolio	20,213	Q4 2025 Added 11.59%
MUST Columbia ETF Tr I Multi Sector ETFs	$0	$1.81 Million 0.21% of portfolio	88,152	Q4 2025 Reduced 3.85%
GOOG Alphabet Inc. Communication Services	$1.74T	$1.81 Million 0.21% of portfolio	6,340	Q4 2025 Added 0.08%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.69 Million 0.2% of portfolio	26,364	Q4 2025 Reduced 9.22%

Summary

Portfolio
No. of Stocks 177
Current Value $858 Million
Prior Value $851 Million
Filing
Period Q4 2025
Filing Date January 12, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 9 stocks
Additional Purchases 68 stocks
Sold out of 0 stocks
Reduced holdings in 72 stocks

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Amplius Wealth Advisors, LLC Portfolio Holdings