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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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