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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$22 Million 2.56% of portfolio
74,311
Q4 2025 Reduced 2.31%
$98.1B
$17.6 Million 2.05% of portfolio
126,826
Q4 2025 Added 0.8%
$4.3T
$12.7 Million 1.48% of portfolio
47,548
Q4 2025 Reduced 1.94%
$4.41B
$10.7 Million 1.25% of portfolio
401,117
Q4 2025 Reduced 29.48%
$9.87B
$5.07 Million 0.59% of portfolio
19,613
Q4 2025 Added 0.09%
$3.78T
$3.83 Million 0.45% of portfolio
7,540
Q4 2025 Reduced 3.0%
$453B
$3.78 Million 0.44% of portfolio
5
Q3 2022 Added 400.0%
$2.39T
$3.23 Million 0.38% of portfolio
13,755
Q4 2025 Reduced 9.73%
$33.9B
$2.63 Million 0.31% of portfolio
12,186
Q4 2025 Added 0.01%
$139B
$2.57 Million 0.3% of portfolio
7,504
Q4 2025 Added 6.49%
$120B
$2.46 Million 0.29% of portfolio
90,499
Q4 2025 Reduced 1.9%
$1.65T
$2.41 Million 0.28% of portfolio
8,724
Q4 2025 Added 6.79%
$0
$2.35 Million 0.27% of portfolio
104,707
Q4 2025 Added 0.04%
$465B
$2.26 Million 0.26% of portfolio
12,132
Q4 2025 Reduced 8.1%
$1.74T
$1.81 Million 0.21% of portfolio
6,340
Q4 2025 Added 0.08%
$881B
$1.68 Million 0.2% of portfolio
5,605
Q4 2025 Reduced 14.7%
$169B
$1.3 Million 0.15% of portfolio
1,555
Q4 2025 Added 411.51%
$662B
$1.23 Million 0.14% of portfolio
2,423
Q4 2025 Reduced 12.31%
$971B
$1.05 Million 0.12% of portfolio
1,027
Q4 2025 Added 3.42%
$68.7B
$822,000 0.1% of portfolio
8,733
Q4 2025 Reduced 16.03%
$1.37T
$858,000 0.1% of portfolio
1,409
Q4 2025 Reduced 4.47%
$300B
$665,000 0.08% of portfolio
2,076
Q4 2025 Reduced 1.0%
$522B
$671,000 0.08% of portfolio
3,366
Q4 2025 Added 4.96%
$346B
$729,000 0.08% of portfolio
5,000
Q4 2025 Reduced 0.7%
$367B
$712,000 0.08% of portfolio
1,991
Q4 2025 Added 3.81%
$490B
$620,000 0.07% of portfolio
5,277
Q4 2025 Added 16.88%
$2.37B
$582,000 0.07% of portfolio
42,083
Q4 2025 Reduced 21.48%
$255B
$508,000 0.06% of portfolio
1,491
Q4 2025 Added 1.5%
$193B
$507,000 0.06% of portfolio
4,802
Q4 2025 Reduced 0.21%
$533B
$509,000 0.06% of portfolio
1,564
Q4 2025 Added 14.58%
$279B
$505,000 0.06% of portfolio
4,915
Q4 2025 Added 3.76%
$414B
$547,000 0.06% of portfolio
2,339
Q4 2025 Reduced 12.13%
$0
$482,000 0.06% of portfolio
33,877
Q4 2025 Added 5.28%
$306B
$484,000 0.06% of portfolio
6,861
Q4 2025 Reduced 2.85%
$342B
$556,000 0.06% of portfolio
3,199
Q4 2025 Added 6.88%
$413B
$420,000 0.05% of portfolio
8,159
Q4 2025 Added 0.37%
$1.29T
$408,000 0.05% of portfolio
998
Q4 2025 Added 3.63%
$4.04B
$405,000 0.05% of portfolio
2,430
Q4 2025 Added 0.16%
$319B
$422,000 0.05% of portfolio
5,436
Q4 2025 Reduced 1.02%
$404B
$389,000 0.05% of portfolio
427
Q4 2025 Added 0.23%
$270B
$417,000 0.05% of portfolio
2,618
Q4 2025 Reduced 2.42%
$303B
$433,000 0.05% of portfolio
2,798
Q4 2025 Reduced 3.15%
$72.4B
$412,000 0.05% of portfolio
1,179
Q4 2025 Added 0.94%
$266B
$408,000 0.05% of portfolio
1,375
Q4 2025 Reduced 14.97%
$168B
$356,000 0.04% of portfolio
4,156
Q4 2025 Reduced 16.29%
$181B
$347,000 0.04% of portfolio
13,645
Q4 2025 Reduced 11.46%
$0
$336,000 0.04% of portfolio
15,587
Q4 2025 Reduced 13.36%
$328B
$308,000 0.04% of portfolio
1,027
Q4 2025 Added 5.01%
$1.46T
$338,000 0.04% of portfolio
1,200
Q4 2025 Added 0.42%

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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