Amplius Wealth Advisors, LLC
Filing Date
Global Rank
#4,414
/ 8,517
▼ 1559
Top Industry
Asset Management
23.4%
3Y Alpha vs SPY
-1.2%
Period ended 46 days ago
Filed Jul 17, 2026 · 29d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+70.1%
SPY
+75.3%
Annualised alpha
-1.2%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.0%
−34.7 pts
Top 5
52.3%
−23.7 pts
Top 10
67.4%
−17.9 pts
HHI
736
Diversified−2,308
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.8% | $70,885,941 |
| Financial Services | 32.5% | $66,196,565 |
| Technology | 15.5% | $31,640,192 |
| Industrials | 4.4% | $8,925,621 |
| Communication Services | 3.9% | $7,881,424 |
| Healthcare | 2.9% | $5,840,864 |
| Consumer Cyclical | 2.8% | $5,701,397 |
| Consumer Defensive | 1.4% | $2,929,171 |
| Energy | 0.8% | $1,627,914 |
| Utilities | 0.4% | $892,575 |
| Real Estate | 0.4% | $755,270 |
| Basic Materials | 0.1% | $220,178 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| CSCO | Cisco Systems, Inc. | +2,416 | 7,652 | $898,803 | |
| AMG | Affiliated Managers Group, Inc. | +2,150 | 21,766 | $7,365,614 | |
| AMZN | Amazon Com Inc | +2,078 | 15,938 | $3,798,662 | |
| C | Citigroup Inc | +1,534 | 3,368 | $471,385 | |
| MSFT | Microsoft Corp | +1,202 | 8,583 | $3,201,630 | |
| AAPL | Apple Inc. | +1,189 | 48,267 | $13,966,539 | |
| AXP | American Express Co | +1,036 | 2,512 | $849,684 | |
| ABBV | AbbVie Inc. | +897 | 3,241 | $815,565 | |
| WM | Waste Management Inc | +842 | 2,467 | $549,844 | |
| JPM | Jpmorgan Chase & Co | +776 | 6,336 | $2,073,962 | |
| BX | Blackstone Inc. | +724 | 129,420 | $15,228,851 | |
| COST | Costco Wholesale Corp /New | +703 | 1,175 | $1,099,177 | |
| WMT | Walmart Inc. | +675 | 5,590 | $633,123 | |
| HD | Home Depot, Inc. | +645 | 2,591 | $913,793 | |
| MA | Mastercard Inc | +635 | 1,272 | $653,299 | |
| META | Meta Platforms, Inc. | +577 | 1,976 | $1,113,061 | |
| IAU | Ishares Gold Trust | +468 | 64,990 | $4,907,394 | |
| AON | Aon plc | +433 | 1,628 | $539,991 | |
| CVX | Chevron Corp | +368 | 3,114 | $516,176 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | −45,365 | 146,335 | $3,469,602 | |
| GOOGL | Alphabet Inc. | −4,276 | 10,831 | $3,870,674 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | −3,237 | 100,344 | $2,282,826 | |
| 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 | |
| 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 | |
| BSTZ | BlackRock Science & Technology Term Trust | −258 | 14,525 | $436,185 | |
| UPS | United Parcel Service Inc | −256 | 8,514 | $915,255 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | −227 | 83,925 | $1,080,954 | |
| UNH | Unitedhealth Group Inc | −114 | 1,632 | $678,308 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −80 | 1,140 | $544,429 | |
| CMCSA | Comcast Corp | −52 | 90,783 | $2,228,722 | |
| LMT | Lockheed Martin Corp | −2 | 398 | $202,765 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RKLB | Rocket Lab Corp | 21,352 | $2,170,430 | |
| ASML | Asml Holding NV | 356 | $708,240 | |
| 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 | |
| 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 | |
| WDC | Western Digital Corp | 355 | $226,745 | |
| MMM | 3M Co | 1,347 | $218,092 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAAA | Amplius Aggressive Asset Allocation ETF | 9,065,825 | $242,510,818 | |
| CGIC | Capital Group International Core Equity ETF | 992,381 | $32,857,734 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 32,564 | $2,513,289 | |
| VIG | Vanguard Dividend Appreciation ETF | 11,239 | $2,417,059 | |
| XOM | ExxonMobil Holdings Corp | 5,476 | $929,058 | |
| VB | Vanguard Morningstar Small-Cap ETF | 2,916 | $763,758 | |
| VEA | Vanguard FTSE Developed Markets ETF | 6,544 | $419,339 | |
| NFLX | Netflix Inc | 2,198 | $211,337 | |
| No positions match the current search. | ||||
103 tracked positions ·
$203,497,112 total
· 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 103 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 52,454 | $38,627,125 | 18.98% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 73,412 | $25,014,404 | 12.29% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 129,420 | $15,228,851 | 7.48% | |
| AAPL |
Apple Inc.
Technology
|
Added | 48,267 | $13,966,539 | 6.86% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 25,941 | $13,551,318 | 6.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 13,662 | $10,202,371 | 5.01% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
Added | 21,766 | $7,365,614 | 3.62% | |
| IAU |
Ishares Gold Trust
|
Added | 64,990 | $4,907,394 | 2.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 11,732 | $4,431,763 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,831 | $3,870,674 | 1.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,938 | $3,798,662 | 1.87% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Reduced | 146,335 | $3,469,602 | 1.70% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,583 | $3,201,630 | 1.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,145 | $3,030,363 | 1.49% | |
| GLD |
Spdr Gold Trust
|
Added | 7,773 | $2,863,417 | 1.41% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
Reduced | 100,344 | $2,282,826 | 1.12% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 90,783 | $2,228,722 | 1.10% | |
| RKLB |
Rocket Lab Corp
Industrials
|
NEW | 21,352 | $2,170,430 | 1.07% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
Added | 11,573 | $2,077,700 | 1.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,336 | $2,073,962 | 1.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,887 | $1,749,091 | 0.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,260 | $1,511,281 | 0.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,566 | $1,284,000 | 0.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,976 | $1,113,061 | 0.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,175 | $1,099,177 | 0.54% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
Reduced | 83,925 | $1,080,954 | 0.53% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 8,514 | $915,255 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,591 | $913,793 | 0.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,652 | $898,803 | 0.44% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,512 | $849,684 | 0.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,241 | $815,565 | 0.40% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 356 | $708,240 | 0.35% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,632 | $678,308 | 0.33% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,615 | $676,743 | 0.33% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,272 | $653,299 | 0.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,590 | $633,123 | 0.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,352 | $568,651 | 0.28% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 1,663 | $567,116 | 0.28% | |
| BCAT |
BlackRock Capital Allocation Term Trust
Financial Services
|
Reduced | 35,290 | $562,169 | 0.28% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,637 | $561,638 | 0.28% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
NEW | 35,454 | $558,400 | 0.27% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,639 | $551,656 | 0.27% | |
| WM |
Waste Management Inc
Industrials
|
Added | 2,467 | $549,844 | 0.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,140 | $544,429 | 0.27% | |
| INTC |
Intel Corp
Technology
|
Reduced | 3,879 | $541,624 | 0.27% | |
| AON |
Aon plc
Financial Services
|
Added | 1,628 | $539,991 | 0.27% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 492 | $523,930 | 0.26% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 6,400 | $520,128 | 0.26% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,114 | $516,176 | 0.25% | |
| HUBB |
Hubbell Inc
Industrials
|
Reduced | 959 | $501,748 | 0.25% |
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.