Amplius Wealth Advisors, LLC ETFs

Amplius Wealth Advisors, LLC

$858 Million
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VB Vanguard Small Cap ETF	$0	$726,000 0.08% of portfolio	2,909	Q4 2025 Added 0.14%
HTAB Hartford Fds Exchange Traded	$0	$715,000 0.08% of portfolio	37,190	Q4 2025 Reduced 22.54%
HMOP Hartford Fds Exchange Traded T	$0	$713,000 0.08% of portfolio	18,221	Q4 2025 Reduced 1.62%
IVW Ishares S&P 500 Growth ETF	$0	$682,000 0.08% of portfolio	5,639	Q4 2025 Added 0.09%
CEFS Exchange Listed Fds Tr Saba Cl	$0	$622,000 0.07% of portfolio	27,551	Q4 2025 Added 1.86%
XCEM Columbia ETF Tr Ii	$0	$522,000 0.06% of portfolio	13,668	Q4 2025 Reduced 11.08%
GSIE Goldman Sachs ETF Tr Activebet	$0	$520,000 0.06% of portfolio	16,508	Q4 2025 Reduced 7.42%
VOO Vanguard Index Fds S&P 500 ETF	$0	$489,000 0.06% of portfolio	792	Q4 2025 Reduced 2.7%
BCAT Black Rock Capital Allocation Trust	$0	$482,000 0.06% of portfolio	33,877	Q4 2025 Added 5.28%

VOE Vanguard Mid Cap Value Index F	$0	$481,000 0.06% of portfolio	2,767	Q4 2025 Added 0.07%
VUG Vanguard Growth ETF	$0	$478,000 0.06% of portfolio	990	Q4 2025 Reduced 4.81%
VBK Vanguard Small Cap Growth ETF	$0	$454,000 0.05% of portfolio	1,559	Q3 2025 Reduced 11.42%
JMST Jp Morgan Ultra Short Mun Inco	$0	$444,000 0.05% of portfolio	8,721	Q4 2025 Added 5.47%
IWM Ishares Russell 2000 ETF	$0	$425,000 0.05% of portfolio	1,791	Q4 2025 Reduced 6.86%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$420,000 0.05% of portfolio	17,302	Q4 2025 Reduced 4.17%
XLC Select Sector Spdr Tr Communic	$0	$397,000 0.05% of portfolio	3,571	Q3 2025 Reduced 10.19%
EMXC Ishares Inc Msci Emerging Mkts	$0	$396,000 0.05% of portfolio	5,523	Q4 2025 Added 76.23%
VEA Vanguard Ftse Developed Market	$0	$369,000 0.04% of portfolio	6,020	Q4 2025 Added 27.46%

IVE Ishares S&P 500 Value ETF	$0	$365,000 0.04% of portfolio	1,744	Q1 2025 New
IRBO Ishares Robotics & Artificial	$0	$361,000 0.04% of portfolio	11,271	Q4 2025 Reduced 34.76%
VFH Vanguard Financial ETF	$0	$350,000 0.04% of portfolio	2,743	Q3 2025 Reduced 6.8%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$343,000 0.04% of portfolio	3,016	Q4 2025 Added 0.33%
MUB Ishares National Muni Bond ETF	$0	$341,000 0.04% of portfolio	3,190	Q4 2025 Added 1.01%
DTD Wisdomtree Tr U.S Total Divide	$0	$318,000 0.04% of portfolio	3,800	Q3 2025 Reduced 31.97%
IWP Ishares Russell Mid Cap Growth	$0	$306,000 0.04% of portfolio	2,238	Q4 2025 Added 0.09%
VT Vanguard Total World Stk Index	$0	$292,000 0.03% of portfolio	2,101	Q4 2025 Reduced 2.69%
ESGU Ishares Trust Ishares Esg Awar	$0	$286,000 0.03% of portfolio	1,953	Q4 2025 Reduced 6.24%
IJK Ishares S&P Midcap 400 Growth	$0	$286,000 0.03% of portfolio	3,031	Q3 2025 Reduced 42.16%
DBA Invesco Db Agriculture Fund	$2.34B	$282,000 0.03% of portfolio	10,840	Q3 2022 Reduced 7.71%
VONG Vanguard Russell 1000 Growth E	$0	$270,000 0.03% of portfolio	2,235	Q3 2025 Reduced 74.05%
VBR Vanguard Small Cap Value ETF	$0	$267,000 0.03% of portfolio	1,301	Q3 2025 Reduced 18.23%
DTH Wisdomtree Tr	$0	$258,000 0.03% of portfolio	5,167	Q3 2025 Reduced 13.42%
JIG J P Morgan Exchange Traded Fd	$0	$256,000 0.03% of portfolio	3,432	Q3 2025 Reduced 12.96%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$247,000 0.03% of portfolio	21,761	Q4 2025 Reduced 12.12%
IHDG Wisdomtree Tr	$0	$245,000 0.03% of portfolio	5,180	Q3 2025 Reduced 15.53%
FDIS Fidelity Covington Tr Msci Con	$0	$235,000 0.03% of portfolio	2,391	Q2 2025 Added 0.93%
XLV Select Sector Spdr Fund Health	$0	$232,000 0.03% of portfolio	1,532	Q4 2025 New
DGRO Ishares Core Dividend Growth E	$0	$229,000 0.03% of portfolio	3,351	Q3 2025 Reduced 19.16%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$225,000 0.03% of portfolio	1,898	Q4 2025 Added 4.75%
IDEV Ishares Core Msci Intl Develop	$0	$204,000 0.02% of portfolio	2,521	Q4 2025 New

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