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 Market Cap. of $200 Billions or more
