Amplius Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Amplius Wealth Advisors, LLCInvestment ActivityAmplius Wealth Advisors, LLC has $1.20 billion in total holdings as of March 31, 2026.Amplius Wealth Advisors, LLC owns shares of 175 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.27% of the portfolio was purchased this quarter.About 2.74% of the portfolio was sold this quarter.This quarter, Amplius Wealth Advisors, LLC has purchased 177 new stocks and bought additional shares in 63 stocks.Amplius Wealth Advisors, LLC sold shares of 71 stocks and completely divested from 12 stocks this quarter.Largest Holdings EA SERIES TRUST $242,510,816Putnam Focused Large Cap Value ETF $91,800,358Columbia Research Enhanced Core ETF $64,822,700Motley Fool 100 Index ETF $63,935,762iShares 0-5 Year TIPS Bond ETF $52,780,402 Largest New Holdings this Quarter 92189H649 - VANECK ETF TRUST $12,543,655 Holding46434G889 - iShares Emerging Markets Equity Factor ETF $8,631,700 Holding922042866 - Vanguard FTSE Pacific ETF $652,836 Holding464288323 - iShares New York Muni Bond ETF $231,072 Holding58933Y105 - Merck & Co., Inc. $220,492 Holding Largest Purchases this Quarter VANECK ETF TRUST 584,105 shares (about $12.54M)VanEck BDC Income ETF 910,861 shares (about $11.66M)iShares Emerging Markets Equity Factor ETF 142,838 shares (about $8.63M)Motley Fool 100 Index ETF 54,949 shares (about $3.62M)EA SERIES TRUST 118,536 shares (about $3.17M) Largest Sales this Quarter JPMorgan Diversified Return Emerging Markets Equity ETF 122,498 shares (about $7.61M)Blackstone Secured Lending Fund 209,417 shares (about $4.96M)Putnam Focused Large Cap Value ETF 61,307 shares (about $2.84M)VictoryShares Short-Term Bond ETF 36,301 shares (about $1.84M)Goldman Sachs Ultra Short Bond ETF 34,905 shares (about $1.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmplius Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEA SERIES TRUST$242,510,816$3,170,838 â–²1.3%9,065,82520.2%AMPLIUS AGGRESSVPVALPutnam Focused Large Cap Value ETF$91,800,358$2,844,645 â–¼-3.0%1,978,4567.7%ETFRECSColumbia Research Enhanced Core ETF$64,822,700$1,496,442 â–²2.4%1,662,9735.4%ETFTMFCMotley Fool 100 Index ETF$63,935,762$3,624,986 â–²6.0%969,1645.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$52,780,402$2,854,977 â–²5.7%510,3014.4%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$45,031,424$124,239 â–¼-0.3%670,9093.8%ETFIJRiShares Core S&P Small-Cap ETF$41,774,668$1,102,258 â–²2.7%336,0523.5%ETFGSSTGoldman Sachs Ultra Short Bond ETF$38,028,116$1,764,448 â–¼-4.4%752,2873.2%ETFIOOiShares Global 100 ETF$37,482,860$1,636,238 â–¼-4.2%309,8533.1%ETFUSTBVictoryShares Short-Term Bond ETF$37,092,125$1,836,104 â–¼-4.7%733,3363.1%ETFCAPITAL GROUP INTERNATIONAL$32,857,719$1,333,836 â–¼-3.9%992,3812.7%SHSAVEMAvantis Emerging Markets Equity ETF$31,168,099$1,662,204 â–¼-5.1%386,7972.6%ETFQQQInvesco QQQ$28,322,821$2,312,185 â–²8.9%49,0712.4%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$24,896,307$2,411,295 â–²10.7%283,4282.1%ManufacturingBOXXAlpha Architect 1-3 Month Box ETF$24,654,814$2,346,505 â–²10.5%212,0112.1%ETFCBChubb$24,550,715$330,494 â–²1.4%75,3252.0%FinanceOEFiShares S&P 100 ETF$24,349,512$814,895 â–²3.5%76,5542.0%ETFJMUBJPMorgan Municipal ETF$19,226,258$2,536,693 â–²15.2%384,6021.6%ETFBXBlackstone$14,798,720$215,031 â–²1.5%128,6961.2%FinanceBIZDVanEck BDC Income ETF$12,994,392$11,659,019 â–²873.1%1,015,1871.1%ETFVANECK ETF TRUST$12,543,655$12,543,655 â–²New Holding584,1051.0%ALTERNATIVE ASSEDIASPDR Dow Jones Industrial Average ETF Trust$12,189,509$531,288 â–²4.6%26,3161.0%FinanceACWIiShares MSCI ACWI ETF$11,959,859$553 â–¼0.0%86,4341.0%ManufacturingAAPLApple$11,947,957$119,282 â–¼-1.0%47,0781.0%Computer and TechnologyIDMOInvesco S&P International Developed Momentum ETF$10,517,954$1,259,075 â–²13.6%191,7930.9%ETFIUSViShares Core S&P U.S. Value ETF$8,652,473$270,859 â–¼-3.0%84,6210.7%ManufacturingEMGFiShares Emerging Markets Equity Factor ETF$8,631,700$8,631,700 â–²New Holding142,8380.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,987,524$36,177 â–¼-0.5%49,0590.6%ETFSPYSPDR S&P 500 ETF Trust$6,701,298$5,203 â–¼-0.1%10,3040.6%FinanceEESWisdomTree U.S. SmallCap Fund$6,668,036$262,379 â–¼-3.8%114,8700.6%FinanceIUSGiShares Core S&P U.S. Growth ETF$6,560,403$36,296 â–¼-0.6%42,2950.5%ManufacturingIAUiShares Gold Trust$5,688,266$14,811 â–¼-0.3%64,5220.5%FinanceAMGAffiliated Managers Group$5,427,747$830 â–²0.0%19,6160.5%FinanceBXSLBlackstone Secured Lending Fund$4,541,363$4,961,078 â–¼-52.2%191,7000.4%FinanceICOWPacer Developed Markets International Cash Cows 100 ETF$4,227,734$389,810 â–¼-8.4%99,6170.4%ETFRSPInvesco S&P 500 Equal Weight ETF$3,831,438$68,131 â–¼-1.7%19,9640.3%ETFIXUSiShares Core MSCI Total International Stock ETF$3,626,244$25,905 â–²0.7%41,8540.3%ManufacturingBRK.ABerkshire Hathaway$3,590,7000.0%50.3%FinanceAVGOBroadcom$3,583,946$1,261,299 â–²54.3%11,5790.3%Computer and TechnologyGLDSPDR Gold Shares$3,292,158$33,993 â–¼-1.0%7,6510.3%FinanceBUFRFT Vest Laddered Buffer ETF$3,101,685$762,969 â–¼-19.7%91,8470.3%ETFAMZNAmazon.com$2,886,537$21,868 â–²0.8%13,8600.2%Retail/WholesaleMSFTMicrosoft$2,732,116$58,855 â–¼-2.1%7,3810.2%Computer and TechnologyCMCSAComcast$2,607,867$9,647 â–²0.4%90,8350.2%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$2,513,306$1,044,021 â–¼-29.3%32,5640.2%ETFGOOGLAlphabet$2,493,503$15,241 â–¼-0.6%8,6710.2%Computer and TechnologyXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$2,420,043$536,615 â–¼-18.1%49,0940.2%ETFVIGVanguard Dividend Appreciation ETF$2,416,969$23,656 â–¼-1.0%11,2390.2%ETFCALAMOS ETF TR$2,391,042$530,015 â–¼-18.1%82,8630.2%S P 500 STRUCTURBTTBlackrock Municipal 2030 Target Term Trust$2,351,299$25,560 â–¼-1.1%103,5810.2%Financial ServicesVRSKVerisk Analytics$2,193,099$119,161 â–¼-5.2%11,5580.2%Business ServicesNVDANVIDIA$2,115,051$698 â–¼0.0%12,1280.2%Computer and TechnologyCALAMOS ETF TR$2,076,538$78,733 â–¼-3.7%76,2480.2%LADDERED S&P 500MUSTColumbia Multi-Sector Municipal Income ETF$2,014,725$206,721 â–²11.4%98,2310.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,877,627$72,000 â–²4.0%21,0190.2%FinanceGOOGAlphabet$1,846,231$27,539 â–²1.5%6,4360.2%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$1,831,249$1,618 â–¼-0.1%39,6030.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,694,294$86,032 â–¼-4.8%25,0900.1%ETFJPMJPMorgan Chase & Co.$1,635,398$13,236 â–¼-0.8%5,5600.1%FinanceRWLInvesco S&P 500 Revenue ETF$1,519,120$180,295 â–²13.5%13,2200.1%ETFIWFiShares Russell 1000 Growth ETF$1,475,3440.0%3,4600.1%ETFHUBBHubbell$1,474,1830.0%3,0040.1%IndustrialsVTVVanguard Value ETF$1,464,040$64,157 â–²4.6%7,4620.1%ETFISHARES TR$1,290,1700.0%48,1010.1%LARGE CAP MAX BUIWDiShares Russell 1000 Value ETF$1,279,242$56,195 â–¼-4.2%5,9870.1%ETFIEFAiShares Core MSCI EAFE ETF$1,253,089$513,928 â–¼-29.1%13,8420.1%ETFBRK.BBerkshire Hathaway$1,160,143$958 â–¼-0.1%2,4210.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,159,317$52,243 â–¼-4.3%16,6210.1%ETFGBDCGolub Capital BDC$1,065,359$532,591 â–²100.0%84,1520.1%FinanceEZMWisdomTree U.S. MidCap Fund$1,049,976$103,250 â–²10.9%15,6200.1%FinanceJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$939,352$7,610,366 â–¼-89.0%15,1200.1%ETFXOMExxonMobil$929,058$33,762 â–²3.8%5,4760.1%EnergySUBiShares Short-Term National Muni Bond ETF$927,4020.0%8,7080.1%ETFJHMLJohn Hancock Multifactor Large Cap ETF$919,672$48,371 â–¼-5.0%11,7500.1%ETFLLYEli Lilly and Company$918,850$25,754 â–¼-2.7%9990.1%MedicalIVViShares Core S&P 500 ETF$914,277$2,612 â–²0.3%1,4000.1%ETFHDViShares Core High Dividend ETF$905,7950.0%6,6740.1%ETFXLKTechnology Select Sector SPDR Fund$885,1140.0%6,6600.1%ETFJNJJohnson & Johnson$881,432$58,664 â–²7.1%3,6060.1%MedicalUPSUnited Parcel Service$862,793$3,640 â–²0.4%8,7700.1%TransportationQUALiShares MSCI USA Quality Factor ETF$818,852$192 â–²0.0%4,2690.1%ETFMETAMeta Platforms$800,476$5,722 â–¼-0.7%1,3990.1%Computer and TechnologyISHARES TR$787,7450.0%29,6470.1%LARGE CAP MAX BUEFAiShares MSCI EAFE ETF$784,7130.0%8,0790.1%FinanceVBVanguard Small-Cap ETF$763,759$1,833 â–²0.2%2,9160.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$744,2000.0%10,1750.1%ETFISHARES TR$739,246$79,269 â–¼-9.7%26,2520.1%LARGE CAP MAX BUCALAMOS ETF TR$714,175$53,900 â–¼-7.0%26,5000.1%RUSSELL 2000 STRGSIEGoldman Sachs ActiveBeta International Equity ETF$711,9900.0%16,5080.1%ETFOBILUS Treasury 12 Month Bill ETF$674,761$207,361 â–¼-23.5%13,4750.1%ETFHMOPHartford Municipal Opportunities ETF$665,243$40,638 â–¼-5.8%17,1720.1%ETFVPLVanguard FTSE Pacific ETF$652,836$652,836 â–²New Holding6,6800.1%ETFPGProcter & Gamble$648,824$73,375 â–¼-10.2%4,4920.1%Consumer StaplesHDHome Depot$640,020$14,800 â–¼-2.3%1,9460.1%Retail/WholesaleCEFSSaba Closed-End Funds ETF$640,007$18,739 â–²3.0%28,3820.1%ETFIVWiShares S&P 500 Growth ETF$638,344$566 â–²0.1%5,6440.1%ETFWALMART INC$610,8360.0%4,9150.1%COMEMXCiShares MSCI Emerging Markets ex China ETF$598,697$164,246 â–²37.8%7,6110.0%ManufacturingCVXChevron$568,147$10,759 â–¼-1.9%2,7460.0%EnergyCALAMOS ETF TR$553,7930.0%20,5000.0%NASDAQ 100 STRUCShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
