Amplius Wealth Advisors, LLC

CIK

1900584

Location

BLUE BELL, PA

Portfolio Value

Small $164,574,746

Diversification

Diversified

Filing Date

Global Rank

#4,305 / 8,232 ▲ 87

Top Industry

Asset Management 27.4%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.8%

SPY

+76.3%

Annualised alpha

-2.9%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.2%

+1.5 pts

Top 5

55.8%

+1.6 pts

Top 10

71.5%

−0.9 pts

HHI

786

Diversified+40

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.4%	$59,910,717	21
Unclassified	34.3%	$56,489,765	6
Technology	13.6%	$22,443,188	10
Communication Services	4.2%	$6,922,876	6
Industrials	3.4%	$5,636,565	7
Consumer Cyclical	2.4%	$3,931,105	3
Healthcare	2.0%	$3,291,839	6
Energy	1.4%	$2,244,257	4
Consumer Defensive	1.3%	$2,203,005	4
Utilities	0.5%	$881,738	3
Real Estate	0.2%	$404,729	2
Basic Materials	0.1%	$214,962	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	+42,069	84,152	$1,065,364
AVGO	Broadcom Inc.	+4,075	11,579	$3,583,816
QQQ	Invesco Qqq Trust, Series 1	+4,006	49,071	$28,322,799
BX	Blackstone Inc.	+1,870	128,696	$14,798,753
BCAT	BlackRock Capital Allocation Term Trust	+1,744	35,621	$503,324
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1,147	26,316	$12,189,308
CB	Chubb Ltd	+1,014	75,325	$24,550,677
CMCSA	Comcast Corp	+336	90,835	$2,607,872
BXMT	Blackstone Mortgage Trust, Inc.	+321	13,326	$255,192
RITM	Rithm Capital Corp.	+242	15,774	$149,537
JNJ	Johnson & Johnson	+240	3,606	$881,450
PLTR	Palantir Technologies Inc.	+199	3,398	$497,059
XOM	Exxon Mobil Corp	+199	5,476	$929,058
BAC	Bank Of America Corp /De/	+140	8,299	$404,576
OBDC	Blue Owl Capital Corp	+106	18,695	$206,766
AMZN	Amazon Com Inc	+105	13,860	$2,886,622
TSLA	Tesla, Inc.	+90	1,088	$404,464
ET	Energy Transfer LP	+71	18,882	$364,422
COST	Costco Wholesale Corp /New	+45	472	$470,314
UPS	United Parcel Service Inc	+37	8,770	$862,792
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+20	1,220	$412,299
NEE	Nextera Energy Inc	+19	4,175	$387,774
C	Citigroup Inc	+18	1,834	$207,993
AON	Aon plc	+16	1,195	$385,722
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+14	32,171	$278,600
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	−209,417	191,700	$4,541,373
BTT	BlackRock Municipal 2030 Target Term Trust	−1,126	103,581	$2,351,288
BSTZ	BlackRock Science & Technology Term Trust	−804	14,783	$327,443
KO	Coca Cola Co	−641	6,220	$473,031
VRSK	Verisk Analytics, Inc.	−628	11,558	$2,193,130
PG	PROCTER & GAMBLE Co	−508	4,492	$648,824
AAPL	Apple Inc.	−470	47,078	$11,947,925
T	At&T Inc.	−405	13,240	$383,827
DIS	Walt Disney Co	−382	4,420	$425,999
UNH	Unitedhealth Group Inc	−330	1,746	$472,450
CSCO	Cisco Systems, Inc.	−200	5,236	$406,261
IAU	Ishares Gold Trust	−168	64,522	$5,688,259
MSFT	Microsoft Corp	−159	7,381	$2,732,224
PFE	Pfizer Inc	−153	10,285	$288,802
GLD	Spdr Gold Trust	−79	7,651	$3,292,148
UBER	Uber Technologies, Inc	−76	2,916	$209,747
LMT	Lockheed Martin Corp	−74	400	$241,756
V	Visa Inc.	−62	1,502	$453,964
GE	General Electric Co	−58	969	$274,973
GOOGL	Alphabet Inc.	−53	8,671	$2,493,432
CVX	Chevron Corp	−52	2,746	$568,147
MA	Mastercard Inc	−49	637	$318,283
JPM	Jpmorgan Chase & Co	−45	5,560	$1,635,529
HD	Home Depot, Inc.	−45	1,946	$640,019
LLY	ELI LILLY & Co	−28	999	$918,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	1,833	$220,491
EME	EMCOR Group, Inc.	293	$216,324
APD	Air Products & Chemicals, Inc.	740	$214,962
NFLX	Netflix Inc	2,198	$211,337
INTC	Intel Corp	4,672	$206,175
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
XFLT	XAI Octagon Floating Rate & Alternative Income Trust	11,182	$268,368
IBIT	iShares Bitcoin Trust ETF	4,806	$238,617
NOW	ServiceNow, Inc.	1,555	$238,210
MRSH	Marsh & Mclennan Companies, Inc.	1,269	$235,424
MMM	3M Co	1,379	$220,777
MDT	Medtronic plc	2,253	$216,423
ACM	Aecom	2,241	$213,634
ECVT	Ecovyst Inc.	18,288	$177,942
BTX	BlackRock Technology & Private Equity Term Trust	11,845	$78,058
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 positions · $164,574,746 total · as of Mar 31, 2026

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

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	49,071	+4,006	$28,322,799	+2.3%	17.21%
CB	Chubb Ltd Financial Services	Added	75,325	+1,014	$24,550,677	+5.8%	14.92%
BX	Blackstone Inc. Financial Services	Added	128,696	+1,870	$14,798,753	−24.3%	8.99%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	26,316	+1,147	$12,189,308	+0.8%	7.41%
AAPL	Apple Inc. Technology	Reduced	47,078	-470	$11,947,925	−7.6%	7.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,304	-8	$6,701,103	−4.7%	4.07%
IAU	Ishares Gold Trust	Reduced	64,522	-168	$5,688,259	+8.3%	3.46%
AMG	Affiliated Managers Group, Inc. Financial Services	Added	19,616	+3	$5,427,747	−4.0%	3.30%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	191,700	-209,417	$4,541,373	−57.0%	2.76%
AVGO	Broadcom Inc. Technology	Added	11,579	+4,075	$3,583,816	+38.0%	2.18%
GLD	Spdr Gold Trust	Reduced	7,651	-79	$3,292,148	+7.5%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,860	+105	$2,886,622	−9.1%	1.75%
MSFT	Microsoft Corp Technology	Reduced	7,381	-159	$2,732,224	−25.1%	1.66%
CMCSA	Comcast Corp Communication Services	Added	90,835	+336	$2,607,872	+2.9%	1.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,671	-53	$2,493,432	−8.7%	1.52%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Reduced	103,581	-1,126	$2,351,288	−1.6%	1.43%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	11,558	-628	$2,193,130	−19.5%	1.33%
NVDA	Nvidia Corp Technology	Reduced	12,128	-4	$2,115,123	−6.5%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,560	-45	$1,635,529	−9.4%	0.99%
HUBB	Hubbell Inc Industrials	Held	3,004	0	$1,474,182	+10.5%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,421	-2	$1,160,143	−4.7%	0.70%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Added	84,152	+42,069	$1,065,364	+86.6%	0.65%
XOM	Exxon Mobil Corp Energy	Added	5,476	+199	$929,058	+46.3%	0.56%
LLY	ELI LILLY & Co Healthcare	Reduced	999	-28	$918,850	−16.7%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	3,606	+240	$881,450	+26.5%	0.54%
UPS	United Parcel Service Inc Industrials	Added	8,770	+37	$862,792	−0.4%	0.52%
META	Meta Platforms, Inc. Communication Services	Reduced	1,399	-10	$800,409	−13.9%	0.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,492	-508	$648,824	−9.5%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,946	-45	$640,019	−6.6%	0.39%
WMT	Walmart Inc. Consumer Defensive	Held	4,915	0	$610,836	+11.6%	0.37%
CVX	Chevron Corp Energy	Reduced	2,746	-52	$568,147	+33.2%	0.35%
ABBV	AbbVie Inc. Healthcare	Added	2,344	+5	$509,796	−4.6%	0.31%
BCAT	BlackRock Capital Allocation Term Trust Financial Services	Added	35,621	+1,744	$503,324	+4.9%	0.31%
PLTR	Palantir Technologies Inc. Technology	Added	3,398	+199	$497,059	−12.6%	0.30%
KO	Coca Cola Co Consumer Defensive	Reduced	6,220	-641	$473,031	−1.4%	0.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,746	-330	$472,450	−31.1%	0.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	472	+45	$470,314	+27.7%	0.29%
V	Visa Inc. Financial Services	Reduced	1,502	-62	$453,964	−17.2%	0.28%
AXP	American Express Co Financial Services	Reduced	1,476	-15	$446,460	−19.1%	0.27%
MS	Morgan Stanley Financial Services	Held	2,618	0	$430,844	−7.3%	0.26%
DIS	Walt Disney Co Communication Services	Reduced	4,420	-382	$425,999	−22.0%	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,220	+20	$412,299	+13.1%	0.25%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,236	-200	$406,261	−3.0%	0.25%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,299	+140	$404,576	−9.8%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,088	+90	$404,464	−9.9%	0.25%
NEE	Nextera Energy Inc Utilities	Added	4,175	+19	$387,774	+16.2%	0.24%
AON	Aon plc Financial Services	Added	1,195	+16	$385,722	−7.3%	0.23%
T	At&T Inc. Communication Services	Reduced	13,240	-405	$383,827	+13.2%	0.23%
MPC	Marathon Petroleum Corp Energy	Held	1,567	0	$382,630	+50.1%	0.23%
WM	Waste Management Inc Industrials	Held	1,625	0	$373,408	+4.6%	0.23%