What does Amplius Wealth Advisors, LLC hold?

Amplius Wealth Advisors, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1900584.

What is Amplius Wealth Advisors, LLC's AUM?

Amplius Wealth Advisors, LLC reported approximately $1.5B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.7B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Amplius Wealth Advisors, LLC's holdings?

All Amplius Wealth Advisors, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1900584. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Amplius Wealth Advisors, LLC's 13F data updated on 13F Pro?

Amplius Wealth Advisors, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Amplius Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1900584

Institutional-grade research for retail investors

Sector Allocation

Other76.6%$1.1B
Financials13.0%$188.8M
Technology8.4%$122.1M
Healthcare0.5%$7.2M
Consumer Discretionary0.4%$6.3M
Industrials0.3%$4.5M
Consumer Staples0.3%$3.9M
Energy0.3%$3.6M
Communication Services0.2%$3.3M
Utilities0.1%$1.3M

AUM History

13fpro.ai/research/fund/amplius-wealth-advisors-llc-1900584

Conviction and streaks

Diversifying · top 10 = 55.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold19.2% weight · held 5 quarters

$Conviction hold7.3% weight · held 11 quarters

$Conviction hold5.2% weight · held 11 quarters

$Conviction hold5.1% weight · held 11 quarters

$Conviction hold3.0% weight · held 11 quarters

$Accumulating+605% shares · 9 quarters running

$IVZAccumulating+83% shares · 6 quarters running

$ETAccumulating+76% shares · 6 quarters running

$NOWAccumulating+572% shares · 6 quarters running

$Accumulating+135% shares · 5 quarters running

$Trimming-95% shares · 10 quarters running

$Trimming-85% shares · 10 quarters running

$Trimming-96% shares · 9 quarters running

$Trimming-98% shares · 8 quarters running

Largest positions — Q3 2026

EA
$279.8M
PUTNAM
$105.9M
RBB
$76.4M
COLUMBIA
$74.1M
SPCX
$68.4M
ISHARES
$43.0M
QQQ
$42.5M
GS
$39.5M
COLUMBIA
$37.6M
AMERICAN
$37.1M
CAPITAL
$36.9M
JOHN
$32.8M
WT
$32.4M
EA
$29.1M
BLACKROCK
$27.9M
ISHARES
$27.3M
J
$26.1M
CB
$24.0M
VICTORY
$21.7M
NORTHERN
$19.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/amplius-wealth-advisors-llc-1900584

Amplius Wealth Advisors, LLC 13F holdings — Q3 2026

$1.5B portfolio (+6.8% QoQ) · 224 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio

1
EA SERIES TRUST - AMPLIUS AGGRESSV
$279.8M
19.2% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
PUTNAM ETF TRUST - FOCUSED LAR CAP
$105.9M
7.3% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
RBB FD INC - MOTLEY FOL ETF
$76.4M
5.2% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
COLUMBIA ETF TR I - RESH ENHNC COR
$74.1M
5.1% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SPACE EXPLORATION TECHNOLOGIES CORP
$SPCX
$68.4M
4.7% of stocks
NewThis quarter-0.6%Since filedNew this quarterHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
6
ISHARES TR - GLOBAL 100 ETF
$43.0M
3.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
INVESCO QQQ TRUST, SERIES 1
$QQQ
$42.5M
2.9% of stocks
+9%This quarter-0.8%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
8
GOLDMAN SACHS GROUP INC
$GS
$39.5M
2.7% of stocks
-4%This quarter+1.0%Since filed11+ qtrsHeld
AIQuality73.2#127Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
9
COLUMBIA ETF TR I - CORE BOND ETF
$37.6M
2.6% of stocks
-0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
10
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$37.1M
2.5% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	EA SERIES TRUST - AMPLIUS AGGRESSV	$279.8M	19.2%	+1%	—	—	—	—
2	PUTNAM ETF TRUST - FOCUSED LAR CAP	$105.9M	7.3%	-1%	—	—	—	—
3	RBB FD INC - MOTLEY FOL ETF	$76.4M	5.2%	+2%	—	—	—	—
4	COLUMBIA ETF TR I - RESH ENHNC COR	$74.1M	5.1%	-2%	—	—	—	—
5	SPACE EXPLORATION TECHNOLOGIES CORP$SPCX	$68.4M	4.7%	New	-0.6%	New this quarter	—	Estimated buy price is Pro: unlock with a free trial
6	ISHARES TR - GLOBAL 100 ETF	$43.0M	3.0%	-2%	—	—	—	—
7	INVESCO QQQ TRUST, SERIES 1$QQQ	$42.5M	2.9%	+9%	-0.8%	11+ qtrsAdded 4 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
8	GOLDMAN SACHS GROUP INC$GS	$39.5M	2.7%	-4%	+1.0%	11+ qtrsAdded 2 qtrs in a row	73.2#127	Estimated buy price is Pro: unlock with a free trial
9	COLUMBIA ETF TR I - CORE BOND ETF	$37.6M	2.6%	-0.9%	—	—	—	—
10	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$37.1M	2.5%	+9%	—	—	—	—

All holdings — Amplius Wealth Advisors, LLC (Q3 2026)

Sort

224 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	CAPITAL GROUP INTERNATIONAL - SHS	—	$36.9M	2.5%	1.03M	+3%	—	—	13F
12	—	JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI	—	$32.8M	2.3%	459K	-33%	—	—	13F
13	$WT	WisdomTree, Inc.	Financials	$32.4M	2.2%	333K	+8%	11+ qtrs	61.4	13F
14	—	EA SERIES TRUST - ALPHA ARCH 1-3	—	$29.1M	2.0%	245K	+8%	—	—	13F
15	—	BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund	—	$27.9M	1.9%	935K	New	—	—	13F
16	—	ISHARES TR - S&P 100 ETFetf/fund	—	$27.3M	1.9%	72K	-3%	—	—	13F
17	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund	—	$26.1M	1.8%	548K	+16%	—	—	13F
18	$CB	Chubb Ltd	Financials	$24.0M	1.6%	74K	+0.5%	11+ qtrs	—	13F
19	—	VICTORY PORTFOLIOS II - SHORT TRM BD ETFetf/fund	—	$21.7M	1.5%	435K	-45%	—	—	13F
20	—	NORTHERN LTS FD TR III - COUN QUA EQU ETFetf/fund	—	$19.5M	1.3%	378K	+2936%	—	—	13F
21	$GS	GOLDMAN SACHS GROUP INCetf/fund	Financials	$18.1M	1.2%	211K	New	11+ qtrsAdded 2 qtrs in a row	73.2	13F
22	—	T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP	—	$18.1M	1.2%	444K	New	—	—	13F
23	$AAPL	Apple Inc.	Technology	$17.8M	1.2%	54K	+11%	11+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	$IVZ	Invesco Ltd.	Financials	$15.2M	1.0%	249K	+12%	11+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$BX	Blackstone Inc.	Financials	$14.6M	1.0%	130K	+0.6%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	VANECK ETF TRUST - BDC INCOME ETF	—	$14.2M	1.0%	1.10M	+6%
27	—	ISHARES TR - CORE S&P SCP ETF	—	$13.7M	0.9%	101K	-71%
28	—	ISHARES INC - EMNG MKTS EQT	—	$12.8M	0.9%	179K	+13%
29	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$12.7M	0.9%	25K	-4%
30	—	VANECK ETF TRUST - ALTE ASSE MA ETF	—	$12.3M	0.8%	578K	+8%
31	$SPY	SPDR S&P 500 ETF TRUST	—	$10.5M	0.7%	14K	+1%
32	—	ISHARES TR - MSCI ACWI ETF	—	$9.0M	0.6%	57K	-34%
33	$AMG	AFFILIATED MANAGERS GROUP, INC.	Financials	$8.0M	0.6%	22K	+0.3%
34	—	ISHARES TR - CORE S&P US GWT	—	$7.8M	0.5%	40K	-2%
35	—	ISHARES TR - CORE S&P US VLU	—	$7.8M	0.5%	71K	-11%
36	—	ISHARES TR - CORE S&P TTL STK	—	$7.3M	0.5%	44K	+2%
37	$MSFT	MICROSOFT CORP	Technology	$6.2M	0.4%	12K	+40%
38	$NVDA	NVIDIA CORP	Technology	$5.5M	0.4%	24K	+60%
39	$IAU	ISHARES GOLD TRUST	Financials	$4.9M	0.3%	63K	-3%
40	—	ISHARES TR - 0-5 YR TIPS ETF	—	$4.6M	0.3%	46K	-77%
41	$AMZN	AMAZON COM INC	Consumer Discretionary	$4.5M	0.3%	18K	+13%
42	$AVGO	Broadcom Inc.	Technology	$4.4M	0.3%	13K	+7%
43	$GOOGL	Alphabet Inc.	Technology	$4.1M	0.3%	12K	+10%
44	$IVZ	Invesco Ltd.	Financials	$3.9M	0.3%	19K	-0.1%
45	—	PACER FDS TR - DEVELOPED MRKT	—	$3.8M	0.3%	89K	-8%
46	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$3.7M	0.3%	5	—
47	$WT	WisdomTree, Inc.	Financials	$3.6M	0.3%	56K	-15%
48	—	ISHARES TR - CORE MSCI TOTAL	—	$3.4M	0.2%	36K	-9%
49	$GLD	SPDR GOLD TRUST	Financials	$3.2M	0.2%	8,353	+7%
50	$GOOG	Alphabet Inc.	Technology	$3.0M	0.2%	8,936	+29%
51	$BXSL	Blackstone Secured Lending Fund	Other	$2.7M	0.2%	111K	-24%
52	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$2.4M	0.2%	10K	-3%
53	$JPM	JPMORGAN CHASE & CO	Financials	$2.2M	0.1%	6,575	+4%
54	$JNJ	JOHNSON & JOHNSON	Healthcare	$2.1M	0.1%	8,065	+17%
55	$IVZ	Invesco Ltd.	Financials	$2.1M	0.1%	16K	+17%
56	$WT	WisdomTree, Inc.	Financials	$2.0M	0.1%	21K	-0.2%
57	$BTT	BlackRock Municipal 2030 Target Term Trust	—	$2.0M	0.1%	92K	-9%
58	—	ISHARES TR - CORE S&P MCP ETF	—	$2.0M	0.1%	28K	+10%
59	$VRSK	Verisk Analytics, Inc.	Technology	$2.0M	0.1%	12K	+2%
60	$CCZ	COMCAST CORP	Communication Services	$2.0M	0.1%	90K	-1%
61	$META	Meta Platforms, Inc.	Technology	$1.9M	0.1%	2,577	+30%
62	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$1.9M	0.1%	8,627	+15%
63	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.8M	0.1%	15K	+5%
64	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$1.8M	0.1%	49K	-30%
65	$LLY	ELI LILLY & Co	Healthcare	$1.8M	0.1%	1,540	+22%
66	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.7M	0.1%	8,450	+32%
67	—	PACER FDS TR - GLOBL CASH ETF	—	$1.6M	0.1%	36K	-4%
68	—	COLUMBIA ETF TR I - MULTI SEC MUNI	—	$1.6M	0.1%	82K	-24%
69	—	CALAMOS ETF TR - S P 500 STRUCTUR	—	$1.6M	0.1%	53K	-29%
70	$RKLB	Rocket Lab Corp	Industrials	$1.5M	0.1%	21K	+0.5%
71	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.5M	0.1%	5,987	—
72	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.5M	0.1%	2,922	+14%
73	—	ISHARES INC - CORE MSCI EMKT	—	$1.4M	0.1%	17K	+11%
74	—	ISHARES TR - CORE MSCI EAFE	—	$1.3M	0.1%	14K	-0.7%
75	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.2M	0.1%	7,575	+17%
76	—	VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF	—	$1.2M	0.1%	10K	+36%
77	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.2M	0.1%	1,284	+9%
78	—	ISHARES TR - CORE S&P500 ETF	—	$1.1M	0.1%	1,459	New
79	—	COLUMBIA ETF TR II - EM CORE EX ETF	—	$1.1M	0.1%	21K	+44%
80	—	ISHARES TR - LARG CAP SEP ETF	—	$1.1M	0.1%	37K	-23%
81	—	JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP	—	$1.0M	0.1%	12K	—
82	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	—	$1.0M	0.1%	22K	+225%
83	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$1.0M	0.1%	14K	-42%
84	$ABBV	AbbVie Inc.	Healthcare	$951K	0.1%	3,636	+12%
85	—	ISHARES TR - CORE HIGH DV ETF	—	$933K	0.1%	33K	—
86	$MA	Mastercard Inc	Financials	$897K	0.1%	1,627	+28%
87	—	BONDBLOXX ETF TRUST - BLOOMBERG TWO YR	—	$875K	0.1%	18K	-54%
88	—	ISHARES TR - S&P 500 GRWT ETF	—	$870K	0.1%	6,112	+24%
89	$CSCO	CISCO SYSTEMS, INC.	Technology	$868K	0.1%	8,064	+5%
90	$TSLA	Tesla, Inc.	Consumer Discretionary	$864K	0.1%	2,435	+80%
91	—	ISHARES TR - MSCI USA QLT FCT	—	$863K	0.1%	3,883	-9%
92	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$841K	0.1%	1,843	+62%
93	—	ISHARES TR - MSCI EAFE ETF	—	$839K	0.1%	8,079	-8%
94	$GBDC	GOLUB CAPITAL BDC, Inc.	Other	$832K	0.1%	66K	-22%
95	$V	VISA INC.	Financials	$783K	0.1%	2,179	+33%
96	—	CALAMOS ETF TR - LADD S&P 500 ETF	—	$780K	0.1%	28K	-62%
97	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$771K	0.1%	8,555	+48%
98	$GS	GOLDMAN SACHS GROUP INC	Financials	$756K	0.1%	16K	-0.2%
99	$PLTR	Palantir Technologies Inc.	Technology	$749K	0.1%	4,004	+16%
100	$AXP	AMERICAN EXPRESS CO	Financials	$739K	0.1%	2,431	-3%
101	—	J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT	—	$735K	0.1%	12K	-4%
102	$HD	HOME DEPOT, INC.	Consumer Discretionary	$722K	0.1%	2,538	-2%
103	$WT	WisdomTree, Inc.	Financials	$714K	0.1%	9,965	-26%
104	$MPC	Marathon Petroleum Corp	Energy	$707K	0.1%	1,788	+14%
105	$KO	COCA COLA CO	Consumer Staples	$701K	0.1%	8,148	+27%
106	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$690K	0.1%	985	+0.9%
107	$PG	PROCTER & GAMBLE Co	Consumer Staples	$689K	0.1%	4,746	+3%
108	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$686K	0.1%	1,868	+14%
109	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$679K	0.1%	2,387	+0.1%
110	$IVZ	Invesco Ltd.	Financials	$674K	0.1%	9,553	-6%
111	$CVX	CHEVRON CORP	Energy	$673K	0.1%	3,295	+6%
112	$MU	MICRON TECHNOLOGY INC	Technology	$669K	0.1%	628	+140%
113	$ASML	ASML HOLDING NV	Technology	$667K	0.1%	368	+3%
114	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$660K	0.1%	9,345	-2%
115	$UPS	UNITED PARCEL SERVICE INC	Industrials	$650K	0.0%	6,953	-18%
116	—	ISHARES INC - MSCI EMRG CHN	—	$648K	0.0%	6,537	-7%
117	$WMT	Walmart Inc.	Consumer Staples	$646K	0.0%	6,213	+11%
118	—	AB ACTIVE ETFS INC - EMER MKTS OP ETF	—	$646K	0.0%	13K	New
119	—	EXCHANGE LISTED FDS TR - SABA OPPORTUNIST	—	$627K	0.0%	26K	-11%
120	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$621K	0.0%	12K	+47%
121	$DELL	Dell Technologies Inc.	Technology	$619K	0.0%	1,150	+14%
122	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$617K	0.0%	1,650	-22%
123	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$615K	0.0%	3,145	-0.3%
124	$PANW	Palo Alto Networks Inc	Technology	$606K	0.0%	1,526	-8%
125	—	ISHARES TR - FUTU AI TECH ETF	—	$586K	0.0%	7,476	-20%
126	—	TCW ETF TRUST - TRANS SYSTE ETF	—	$576K	0.0%	5,475	+219%
127	—	ISHARES TR - RUSSELL 2000 ETF	—	$574K	0.0%	2,066	+19%
128	$MS	MORGAN STANLEY	Financials	$567K	0.0%	3,016	+14%
129	$INTC	INTEL CORP	Technology	$567K	0.0%	4,714	+22%
130	—	CALAMOS ETF TR - RUSSE 2000 JULY	—	$556K	0.0%	20K	-23%
131	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$538K	0.0%	1,591	—
132	$C	CITIGROUP INC	Financials	$532K	0.0%	4,108	+22%
133	—	RBB FD INC - US TREASRY 12 MT	—	$530K	0.0%	11K	-5%
134	—	ISHARES TR - LARG CAP DEC ETF	—	$529K	0.0%	19K	-36%
135	$BAC	BANK OF AMERICA CORP /DE/	Financials	$528K	0.0%	9,708	+16%
136	—	ISHARES TR - 10-20 YR TRS ETF	—	$521K	0.0%	5,658	New
137	$AMD	ADVANCED MICRO DEVICES INC	Technology	$511K	0.0%	836	+88%
138	$BCAT	BlackRock Capital Allocation Term Trust	—	$509K	0.0%	37K	+5%
139	$CAT	CATERPILLAR INC	Industrials	$499K	0.0%	616	+25%
140	$GS	GOLDMAN SACHS GROUP INC	Financials	$490K	0.0%	544	+27%
141	$ET	Energy Transfer LP	Energy	$480K	0.0%	24K	+2%
142	$DIS	Walt Disney Co	Communication Services	$478K	0.0%	4,560	+12%
143	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$476K	0.0%	3,019	—
144	$AON	Aon plc	Financials	$464K	0.0%	1,678	+3%
145	$BSTZ	BlackRock Science & Technology Term Trust	—	$455K	0.0%	15K	+6%
146	—	J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF	—	$454K	0.0%	5,698	New
147	$RKT	Rocket Companies, Inc.	Financials	$407K	0.0%	35K	-0.3%
148	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$383K	0.0%	583	-8%
149	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	—	$377K	0.0%	3,397	—
150	$WM	WASTE MANAGEMENT INC	Utilities	$367K	0.0%	1,802	-27%

What changed in Q3 2026

Against the previous quarter's 13F: 25 new, 105 added to, 74 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.

New positions (25)

$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$68.4M
first bought this quarter
BLACKROCK ETF TRUST - ISHA SYST AL ETF$27.9M
first bought this quarter
T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP$18.1M
first bought this quarter
ISHARES TR - CORE S&P500 ETF$1.1M
first bought this quarter
AB ACTIVE ETFS INC - EMER MKTS OP ETF$646K
first bought this quarter
ISHARES TR - 10-20 YR TRS ETF$521K
first bought this quarter

+19 more in the Excel export

Added to (105)

NORTHERN LTS FD TR III - COUN QUA EQU ETF+2936%
now $19.5M
J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF+16%
now $26.1M
$QQQINVESCO QQQ TRUST, SERIES 1+9%
now $42.5M · held 11+ qtrs, 4 adds in a row
AMERICAN CENTY ETF TR - AVANTIS EMGMKT+9%
now $37.1M
EA SERIES TRUST - AMPLIUS AGGRESSV+1%
now $279.8M
$WTWisdomTree, Inc.+8%
now $32.4M · held 11+ qtrs

+99 more in the Excel export

Trimmed (74)

ISHARES TR - CORE S&P SCP ETF-71%
now $13.7M
VICTORY PORTFOLIOS II - SHORT TRM BD ETF-45%
now $21.7M
JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI-33%
now $32.8M
ISHARES TR - 0-5 YR TIPS ETF-77%
now $4.6M
ISHARES TR - MSCI ACWI ETF-34%
now $9.0M
$GSGOLDMAN SACHS GROUP INC-4%
now $39.5M · held 11+ qtrs

+68 more in the Excel export

Sold out (13)

$HIPOHippo Holdings Inc.was $432K
held 1 qtr
ISHARES TR - NATIONAL MUN ETFwas $415K
$IRMIRON MOUNTAIN INCwas $373K
held 1 qtr
ISHARES TR - S&P MC 400GR ETFwas $339K
INDEXIQ ACTIVE ETF TR - IQ MACKAY INTRMEwas $296K
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFwas $294K

+7 more in the Excel export

Firm AUM (Form ADV): $1.7B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Amplius Wealth Advisors, LLC has filed, 19 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Amplius Wealth Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)

Top 10 since filing

-0.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

55%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

80%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Amplius Wealth Advisors, LLC disclosed 224 positions worth $1.5B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 25 new positions and exited 13 — including a new stake in $SPCX and a full exit from $HIPO. The portfolio is most concentrated in Other (76.6% of disclosed assets). All figures are sourced directly from Amplius Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1900584.

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AI-Powered Hedge Fund Analysis: Amplius Wealth Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Amplius Wealth Advisors, LLC (SEC CIK: 1900584), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Amplius Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.