Amplius Wealth Advisors, LLC

CIK

1900584

Location

BLUE BELL, PA

Portfolio Value

Mid $1,260,979,514

Diversification

Diversified

Filing Date

Global Rank

#2,150 / 8,794 ▲ 136 · as of Jun 2026

Top Industry

Asset Management 29.5%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

144 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.1%

−5.7 pts

Top 5

58.6%

+4.5 pts

Top 10

74.4%

+1.7 pts

HHI

1,035

Diversified−113

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.5%	$1,103,852,310	45
Financial Services	6.8%	$85,332,132	28
Technology	2.5%	$31,640,192	21
Industrials	0.9%	$10,976,317	16
Communication Services	0.8%	$10,328,940	5
Healthcare	0.5%	$5,840,864	8
Consumer Cyclical	0.5%	$5,701,397	5
Consumer Defensive	0.2%	$2,929,171	4
Energy	0.2%	$2,510,168	5
Utilities	0.1%	$892,575	3
Real Estate	0.1%	$755,270	3
Basic Materials	0.0%	$220,178	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAAC	Columbia AAA CLO ETF	+1,351,766	3,112,970	$114,622,268
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+84,222	493,855	$25,270,213
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+74,026	842,821	$42,537,495
ABI	VictoryShares Pioneer Asset-Based Income ETF	+56,196	809,496	$44,019,107
AAAA	Amplius Aggressive Asset Allocation ETF	+40,795	9,318,631	$303,447,437
IVZ	Invesco Ltd.	+31,022	257,796	$15,391,317
—		+26,680	35,870	$1,280,696
BKF	iShares MSCI BIC ETF	+15,596	166,045	$12,368,752
JDVI	John Hancock Disciplined Value International Select ETF	+14,952	697,611	$52,460,005
VB	Vanguard Morningstar Small-Cap ETF	+5,502	24,889	$5,849,632
ET	Energy Transfer LP	+5,004	23,886	$456,700
PFE	Pfizer Inc	+3,966	14,251	$343,164
QQQ	Invesco Qqq Trust, Series 1	+3,383	52,454	$38,627,125
SPY	Spdr S&P 500 ETF Trust	+3,358	13,662	$10,202,371
JNJ	Johnson & Johnson	+3,281	6,887	$1,749,091
NVDA	Nvidia Corp	+3,017	15,145	$3,030,363
VEA	Vanguard FTSE Developed Markets ETF	+3,012	9,556	$680,865
GOOGL	Alphabet Inc.	+2,651	17,758	$6,318,190
INCO	Columbia India Consumer ETF	+2,440	14,362	$759,462
CSCO	Cisco Systems, Inc.	+2,416	7,652	$898,803
CGIC	Capital Group International Core Equity ETF	+2,188	994,569	$36,192,365
AMG	Affiliated Managers Group, Inc.	+2,150	21,766	$7,365,614
AMZN	Amazon Com Inc	+2,078	15,938	$3,798,662
EDV	Vanguard World Funds Extended Duration ETF	+1,732	4,475	$590,017
C	Citigroup Inc	+1,534	3,368	$471,385
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−333,766	1,430,992	$196,977,996
BXSL	Blackstone Secured Lending Fund	−45,365	146,335	$3,469,602
DYTA	SGI Dynamic Tactical ETF	−34,892	947,747	$71,887,191
AFK	VanEck Africa Index ETF	−31,527	1,567,765	$24,536,292
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−26,017	423,067	$37,963,899
ACSG	American Century Small Cap Growth Insights ETF	−23,955	362,842	$35,010,624
AFGR	First Trust Active Factor Large Cap Growth ETF	−21,689	70,158	$2,562,871
ACGO	Hartford Alpha Capture Growth ETF	−20,901	24,877	$702,732
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−10,080	39,014	$1,909,735
CAGE	Calamos Autocallable Growth ETF	−9,231	120,632	$3,453,942
BIV	Vanguard Intermediate-Term Bond ETF	−8,390	24,174	$1,854,145
HFXI	NYLI FTSE International Equity Currency Neutral ETF	−3,918	12,141	$295,633
AAAP	Pacer Barings CLO Market Flex ETF	−3,774	135,446	$5,702,034
BTT	BlackRock Municipal 2030 Target Term Trust	−3,237	100,344	$2,282,826
JFTH	Japan Food Tech Holdings, Inc.	−2,799	73,449	$2,050,696
HUBB	Hubbell Inc	−2,045	959	$501,748
CB	Chubb Ltd	−1,913	73,412	$25,014,404
INTC	Intel Corp	−793	3,879	$541,624
VIG	Vanguard Dividend Appreciation ETF	−476	10,763	$2,546,741
DIA	Spdr Dow Jones Industrial Average ETF Trust	−375	25,941	$13,551,318
DIS	Walt Disney Co	−355	4,065	$391,256
BCAT	BlackRock Capital Allocation Term Trust	−331	35,290	$562,169
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−301	11,429	$1,842,116
BSTZ	BlackRock Science & Technology Term Trust	−258	14,525	$436,185
UPS	United Parcel Service Inc	−256	8,514	$915,255
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RKLB	Rocket Lab Corp	21,352	$2,170,430
ASML	Asml Holding NV	356	$708,240
CPAI	Counterpoint Quantitative Equity ETF	12,448	$646,798
PANW	Palo Alto Networks Inc	1,663	$567,116
RKT	Rocket Companies, Inc.	35,454	$558,400
CAT	Caterpillar Inc	492	$523,930
MDY	Spdr S&P Midcap 400 ETF Trust	633	$445,214
COF	Capital One Financial Corp	2,195	$440,360
DELL	Dell Technologies Inc.	1,010	$435,774
GS	Goldman Sachs Group Inc	430	$434,889
HIPO	Hippo Holdings Inc.	15,280	$431,812
AMKR	Amkor Technology, Inc.	4,358	$375,790
IRM	Iron Mountain Inc	2,954	$373,119
ARM	Arm Holdings PLC /Uk	1,000	$354,570
BAI	iShares A.I. Innovation and Tech Active ETF	6,684	$352,380
MU	Micron Technology Inc	262	$302,423
EMR	Emerson Electric Co	1,905	$272,700
GILD	Gilead Sciences, Inc.	2,109	$266,451
AMD	Advanced Micro Devices Inc	444	$257,924
EPD	Enterprise Products Partners L.P.	6,872	$252,614
LRCX	Lam Research Corp	576	$249,598
PNC	Pnc Financial Services Group, Inc.	1,003	$246,958
CMI	Cummins Inc	341	$243,204
STX	Seagate Technology Holdings plc	242	$233,530
AMAT	Applied Materials Inc /De	316	$228,468
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NFLX	Netflix Inc	2,198	$211,337
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

144 tracked positions · $1,260,979,514 total · filing declares 211 positions · $1,364,818,056 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAAA	Amplius Aggressive Asset Allocation ETF	Added	9,318,631	+40,795	$303,447,437	+13.6%	24.06%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,430,992	-333,766	$196,977,996	—	15.62%
AAAC	Columbia AAA CLO ETF	Added	3,112,970	+1,351,766	$114,622,268	+71.5%	9.09%
DYTA	SGI Dynamic Tactical ETF	Reduced	947,747	-34,892	$71,887,191	+11.3%	5.70%
JDVI	John Hancock Disciplined Value International Select ETF	Added	697,611	+14,952	$52,460,005	+14.2%	4.16%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	809,496	+56,196	$44,019,107	+7.6%	3.49%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	842,821	+74,026	$42,537,495	+9.8%	3.37%
QQQ	Invesco Qqq Trust, Series 1	Added	52,454	+3,383	$38,627,125	+36.4%	3.06%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	423,067	-26,017	$37,963,899	+7.4%	3.01%
CGIC	Capital Group International Core Equity ETF	Added	994,569	+2,188	$36,192,365	+10.1%	2.87%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	362,842	-23,955	$35,010,624	+12.3%	2.78%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	493,855	+84,222	$25,270,213	+21.8%	2.00%
CB	Chubb Ltd Financial Services	Reduced	73,412	-1,913	$25,014,404	+1.9%	1.98%
AFK	VanEck Africa Index ETF	Reduced	1,567,765	-31,527	$24,536,292	−3.9%	1.95%
IVZ	Invesco Ltd. Financial Services	Added	257,796	+31,022	$15,391,317	+25.4%	1.22%
BX	Blackstone Inc. Financial Services	Added	129,420	+724	$15,228,851	+2.9%	1.21%
AAPL	Apple Inc. Technology	Added	48,267	+1,189	$13,966,539	+16.9%	1.11%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	25,941	-375	$13,551,318	+11.2%	1.07%
BKF	iShares MSCI BIC ETF	Added	166,045	+15,596	$12,368,752	+34.0%	0.98%
SPY	Spdr S&P 500 ETF Trust	Added	13,662	+3,358	$10,202,371	+52.2%	0.81%
AMG	Affiliated Managers Group, Inc. Financial Services	Added	21,766	+2,150	$7,365,614	+35.7%	0.58%
GOOGL	Alphabet Inc. Communication Services	Added	17,758	+2,651	$6,318,190	+45.6%	0.50%
VB	Vanguard Morningstar Small-Cap ETF	Added	24,889	+5,502	$5,849,632	+28.8%	0.46%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	135,446	-3,774	$5,702,034	−5.9%	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,571	+145	$5,028,250	+5.8%	0.40%
IAU	Ishares Gold Trust	Added	64,990	+468	$4,907,394	−13.7%	0.39%
AVGO	Broadcom Inc. Technology	Added	11,732	+153	$4,431,763	+23.7%	0.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,938	+2,078	$3,798,662	+31.6%	0.30%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	146,335	-45,365	$3,469,602	−23.6%	0.28%
CAGE	Calamos Autocallable Growth ETF	Reduced	120,632	-9,231	$3,453,942	−5.6%	0.27%
MSFT	Microsoft Corp Technology	Added	8,583	+1,202	$3,201,630	+17.2%	0.25%
NVDA	Nvidia Corp Technology	Added	15,145	+3,017	$3,030,363	+43.3%	0.24%
GLD	Spdr Gold Trust	Added	7,773	+122	$2,863,417	−13.0%	0.23%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	70,158	-21,689	$2,562,871	−17.4%	0.20%
VIG	Vanguard Dividend Appreciation ETF	Reduced	10,763	-476	$2,546,741	+5.4%	0.20%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Reduced	100,344	-3,237	$2,282,826	−2.9%	0.18%
CMCSA	Comcast Corp Communication Services	Reduced	90,783	-52	$2,228,722	−14.5%	0.18%
RKLB	Rocket Lab Corp Industrials	NEW	21,352	NEW	$2,170,430	NEW	0.17%
VRSK	Verisk Analytics, Inc. Industrials	Added	11,573	+15	$2,077,700	−5.3%	0.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,336	+776	$2,073,962	+26.8%	0.16%
JFTH	Japan Food Tech Holdings, Inc. Industrials	Reduced	73,449	-2,799	$2,050,696	−1.2%	0.16%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Reduced	39,014	-10,080	$1,909,735	−21.1%	0.15%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	24,174	-8,390	$1,854,145	−26.2%	0.15%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	11,429	-301	$1,842,116	+22.7%	0.15%
JNJ	Johnson & Johnson Healthcare	Added	6,887	+3,281	$1,749,091	+98.4%	0.14%
LLY	ELI LILLY & Co Healthcare	Added	1,260	+261	$1,511,281	+64.5%	0.12%
		Added	35,870	+26,680	$1,280,696	+154.4%	0.10%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	12,454	-64	$1,165,058	+1.7%	0.09%
META	Meta Platforms, Inc. Communication Services	Added	1,976	+577	$1,113,061	+39.1%	0.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,175	+703	$1,099,177	+133.7%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.