Amplius Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Amplius Wealth Advisors, LLC held in its portfolio 175 assets valued at $1,191,949,254 (i.e. $1.19B).
The most valuable assets in the portfolio included: EA SERIES TRUST ($244.64M), PUTNAM ETF TRUST ($92.95M), and COLUMBIA ETF TR I ($66.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 175 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Amplius Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EA SERIES TRUST | 8947289 | 244634984 | AMPLIUS AGGRESSV |
| PUTNAM ETF TRUST | 2039763 | 92952023 | FOCUSED LAR CAP |
| COLUMBIA ETF TR I | 1624583 | 66347983 | RESH ENHNC COR |
| RBB FD INC | 914215 | 65613225 | MOTLEY FOL ETF |
| ISHARES TR | 482698 | 49423418 | 0-5 YR TIPS ETF |
| JOHN HANCOCK EXCHANGE TRADED | 672760 | 44052303 | MULTIFACTOR MI |
| ISHARES TR | 323379 | 40962358 | GLOBAL 100 ETF |
| GOLDMAN SACHS ETF TR | 787192 | 39729562 | ACES ULTRA SHR |
| ISHARES TR | 327185 | 39321133 | CORE S&P SCP ETF |
| VICTORY PORTFOLIOS II | 769637 | 39128347 | SHORT TRM BD ETF |
| CAPITAL GROUP INTERNATIONAL | 1032666 | 33561630 | SHS |
| AMERICAN CENTY ETF TR | 407425 | 31379856 | AVANTIS EMGMKT |
| INVESCO QQQ TR | 45065 | 27683919 | UNIT SER 1 |
| ISHARES TR | 73992 | 25377165 | S&P 100 ETF |
| CHUBB LIMITED | 74311 | 23194104 | COM |
| WISDOMTREE TR | 255977 | 22891997 | US QTLY DIV GRT |
| EA SERIES TRUST | 191833 | 22080032 | ALPHA ARCH 1-3 |
| BLACKSTONE INC | 126826 | 19548917 | COM |
| J P MORGAN EXCHANGE TRADED F | 333858 | 16859819 | MUNICIPAL ETF |
| APPLE INC | 47548 | 12926363 | COM |
| ISHARES TR | 86438 | 12230099 | MSCI ACWI ETF |
| SPDR DOW JONES INDL AVERAGE | 25169 | 12095297 | UT SER 1 |
| BLACKSTONE SECD LENDING FD | 401117 | 10561414 | COMMON STOCK |
| INVESCO EXCH TRADED FD TR II | 168834 | 9382079 | S&P INTL MOMNT |
| ISHARES TR | 87270 | 8948633 | CORE S&P US VLU |
| J P MORGAN EXCHANGE TRADED F | 137618 | 8357547 | DIV RTN EM EQT |
| ISHARES TR | 49313 | 7332402 | CORE S&P TTL STK |
| ISHARES TR | 42529 | 7142385 | CORE S&P US GWT |
| SPDR S&P 500 ETF TR | 10312 | 7032137 | TR UNIT |
| WISDOMTREE TR | 119390 | 6796893 | US SMALLCAP FUND |
| AFFILIATED MANAGERS GROUP INC | 19613 | 5654036 | COM |
| ISHARES GOLD TR | 64690 | 5250893 | ISHARES NEW |
| PACER FDS TR | 108802 | 4208473 | DEVELOPED MRKT |
| FIRST TR EXCHNG TRADED FD VI | 114440 | 3920726 | CBOE VEST US EQ |
| INVESCO EXCHANGE TRADED FD T | 20319 | 3892215 | S&P500 EQL WGT |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| MICROSOFT CORP | 7540 | 3646274 | COM |
| VANGUARD BD INDEX FDS | 46091 | 3589537 | INTERMED TERM |
| ISHARES TR | 41555 | 3517228 | CORE MSCI TOTAL |
| AMAZON COM INC | 13755 | 3174834 | COM |
| SPDR GOLD TR | 7730 | 3063485 | GOLD SHS |
| BONDBLOXX ETF TRUST | 59980 | 2967208 | BLOOMBERG TWO YR |
| ISHARES TR | 106815 | 2906791 | LARGE CAP MAX BU |
| CALAMOS ETF TR | 101231 | 2897732 | S P 500 STRUCTUR |
| ALPHABET INC | 8724 | 2730560 | CAP STK CL A |
| VERISK ANALYTICS INC | 12186 | 2725791 | COM |
| COMCAST CORP NEW | 90499 | 2705015 | CL A |
| BROADCOM INC | 7504 | 2597175 | COM |
| VANGUARD SPECIALIZED FUNDS | 11349 | 2494346 | DIV APP ETF |
| BLACKROCK MUN TARGET TERM TR | 104707 | 2389423 | COM SHS BEN IN |
| NVIDIA CORPORATION | 12132 | 2262541 | COM |
| CALAMOS ETF TR | 79139 | 2152897 | LADDERED S&P 500 |
| ALPHABET INC | 6340 | 1989492 | CAP STK CL C |
| COLUMBIA ETF TR I | 88152 | 1816804 | MULTI SEC MUNI |
| JPMORGAN CHASE & CO | 5605 | 1805899 | COM |
| WISDOMTREE TR | 20213 | 1780361 | US LARGECAP DIVD |
| ISHARES TR | 19519 | 1746142 | CORE MSCI EAFE |
| ISHARES TR | 26364 | 1739991 | CORE S&P MCP ETF |
| ISHARES TR | 3460 | 1637618 | RUS 1000 GRW ETF |
| PACER FDS TR | 39638 | 1633884 | GLOBL CASH ETF |
| VANECK ETF TRUST | 104326 | 1479341 | BDC INCOME ETF |
| VANGUARD INDEX FDS | 7135 | 1362636 | VALUE ETF |
| HUBBELL INC | 3004 | 1334106 | COM |
| INVESCO EXCH TRADED FD TR II | 11651 | 1334050 | S&P 500 REVENUE |
| ISHARES TR | 6250 | 1314625 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 2423 | 1217921 | CL B NEW |
| ISHARES INC | 17370 | 1167613 | CORE MSCI EMKT |
| LILLY ELI & CO | 1027 | 1103696 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 12368 | 987585 | MLTFCTR LRG CAP |
| SELECT SECTOR SPDR TR | 6660 | 958840 | TECHNOLOGY |
| ISHARES TR | 1396 | 956107 | CORE S&P500 ETF |
| WISDOMTREE TR | 14084 | 940811 | US MIDCAP FUND |
| META PLATFORMS INC | 1409 | 930122 | CL A |
| ISHARES TR | 8708 | 929144 | SHRT NAT MUN ETF |
| RBB FD INC | 17616 | 884235 | US TREASRY 12 MT |
| UNITED PARCEL SERVICE INC | 8733 | 866226 | CL B |
| ISHARES TR | 4268 | 847791 | MSCI USA QLT FCT |
| ISHARES TR | 6674 | 811625 | CORE HIGH DV ETF |
| ISHARES TR | 8079 | 775826 | MSCI EAFE ETF |
| CALAMOS ETF TR | 28500 | 763059 | RUSSELL 2000 STR |
| VANGUARD INDEX FDS | 2909 | 750377 | SMALL CP ETF |
| INVESCO EXCH TRADED FD TR II | 10175 | 726699 | S&P500 LOW VOL |
| PROCTER AND GAMBLE CO | 5000 | 716550 | COM |
| HARTFORD FDS EXCHANGE TRADED | 18221 | 712623 | MUN OPORTUNITE |
| HARTFORD FDS EXCHANGE TRADED | 37190 | 712184 | SCHRDRS TAX BD |
| GOLDMAN SACHS ETF TR | 16508 | 708854 | ACTIVEBETA INT |
| JOHNSON & JOHNSON | 3366 | 696680 | COM |
| ISHARES TR | 5639 | 695096 | S&P 500 GRWT ETF |
| UNITEDHEALTH GROUP INC | 2076 | 685242 | COM |
| HOME DEPOT INC | 1991 | 685103 | COM |
| EXXON MOBIL CORP | 5277 | 635034 | COM |
| EXCHANGE LISTED FDS TR | 27551 | 634786 | SABA INT RATE |
| GOLUB CAP BDC INC | 42083 | 571061 | COM |
| PALANTIR TECHNOLOGIES INC | 3199 | 568622 | CL A |
| CALAMOS ETF TR | 20500 | 553379 | NASDAQ 100 STRUC |
| AMERICAN EXPRESS CO | 1491 | 551595 | COM |
| VISA INC | 1564 | 548547 | COM CL A |
| WALMART INC | 4915 | 547580 | COM |
| DISNEY WALT CO | 4802 | 546294 | COM |
| ISHARES TR | 11271 | 543046 | FUTURE AI & TECH |
| ABBVIE INC | 2339 | 534438 | COM |
| COLUMBIA ETF TR II | 13668 | 524304 | EM CORE EX ETF |
| VANGUARD INDEX FDS | 792 | 496600 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 2767 | 490859 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 990 | 483040 | GROWTH ETF |
| BLACKROCK CAP ALLOCATION TERM | 33877 | 479692 | COM |
| COCA COLA CO | 6861 | 479653 | COM |
| VANGUARD INDEX FDS | 1559 | 471015 | SML CP GRW ETF |
| MORGAN STANLEY | 2618 | 464774 | COM NEW |
| TESLA INC | 998 | 448909 | COM |
| BANK AMERICA CORP | 8159 | 448745 | COM |
| J P MORGAN EXCHANGE TRADED F | 8721 | 444254 | ULTRA SHT MUNCPL |
| ISHARES TR | 1791 | 440873 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 1280 | 429075 | TOTAL STK MKT |
| CHEVRON CORP NEW | 2798 | 426443 | COM |
| INDEXIQ ACTIVE ETF TR | 17302 | 420958 | IQ MACKAY INTRME |
| SELECT SECTOR SPDR TR | 3571 | 420378 | COMMUNICATION |
| CISCO SYS INC | 5436 | 418735 | COM |
| AON PLC | 1179 | 415892 | SHS CL A |
| INTERNATIONAL BUSINESS MACHS | 1375 | 407289 | COM |
| PJT PARTNERS INC | 2430 | 406276 | COM CL A |
| ISHARES INC | 5523 | 401426 | MSCI EMRG CHN |
| MASTERCARD INCORPORATED | 686 | 391624 | CL A |
| VANGUARD TAX-MANAGED FDS | 6020 | 376095 | VAN FTSE DEV MKT |
| ISHARES TR | 1744 | 369850 | S&P 500 VAL ETF |
| COSTCO WHSL CORP NEW | 427 | 368219 | COM |
| SPDR SER TR | 3016 | 367721 | S&P BIOTECH |
| VANGUARD WORLD FDS | 2743 | 366163 | FINANCIALS ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1200 | 364668 | SPONSORED ADS |
| WASTE MGMT INC DEL | 1625 | 357029 | COM |
| BLACKROCK SCIENCE & TECHNOLO | 15587 | 352420 | SHS BEN INT |
| ISHARES TR | 3190 | 341680 | NATIONAL MUN ETF |
| AT&T INC | 13645 | 338929 | COM |
| NEXTERA ENERGY INC | 4156 | 333675 | COM |
| WISDOMTREE TR | 3800 | 322544 | US TOTAL DIVIDND |
| GE AEROSPACE | 1027 | 316427 | COM NEW |
| ENERGY TRANSFER L P | 18811 | 310201 | COM UT LTD PTN |
| ISHARES TR | 2238 | 306472 | RUS MD CP GR ETF |
| EATON VANCE TAX-MANAGED GLOB | 32157 | 306455 | COM |
| VANGUARD INTL EQUITY INDEX F | 2101 | 296367 | TT WRLD ST ETF |
| ISHARES TR | 3031 | 293643 | S&P MC 400GR ETF |
| ISHARES TR | 1953 | 290958 | ESG AWR MSCI USA |
| INVESCO DB MULTI-SECTOR COMM | 10840 | 276637 | AGRICULTURE FD |
| VANGUARD INDEX FDS | 1301 | 275631 | SM CP VAL ETF |
| VANGUARD SCOTTSDALE FDS | 2235 | 272060 | VNG RUS1000GRW |
| WISDOMTREE TR | 5167 | 266641 | ITL HIGH DIV FD |
| PFIZER INC | 10438 | 259894 | COM |
| MARATHON PETE CORP | 1567 | 254841 | COM |
| WISDOMTREE TR | 5180 | 252059 | ITL HDG QTLY DIV |
| J P MORGAN EXCHANGE TRADED F | 3432 | 251696 | INTERNL GWT |
| BLACKSTONE MTG TR INC | 13005 | 248787 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 21761 | 244594 | PFD ETF |
| UBER TECHNOLOGIES INC | 2992 | 244476 | COM |
| FIDELITY COVINGTON TRUST | 2391 | 244265 | MSCI CONSM DIS |
| ISHARES BITCOIN TRUST ETF | 4806 | 238599 | SHS BEN INT |
| SERVICENOW INC | 1555 | 238210 | COM |
| SELECT SECTOR SPDR TR | 1532 | 237154 | STATE STREET HEA |
| MARSH & MCLENNAN COS INC | 1269 | 235425 | COM |
| CONSOLIDATED EDISON INC | 2351 | 233501 | COM |
| ISHARES TR | 3351 | 232626 | CORE DIV GRWTH |
| OWL ROCK CAPITAL CORPORATION | 18589 | 231065 | COM |
| VANGUARD WORLD FD | 1898 | 229596 | ESG US STK ETF |
| LOCKHEED MARTIN CORP | 474 | 229260 | COM |
| 3M CO | 1379 | 220832 | COM |
| AMER STATES WTR CO | 3000 | 217440 | COM |
| MEDTRONIC PLC | 2253 | 216423 | SHS |
| AECOM | 2241 | 213635 | COM |
| CITIGROUP INC | 1816 | 211909 | COM NEW |
| ISHARES TR | 2521 | 207961 | CORE MSCI INTL |
| INNOVATOR ETFS TR | 6884 | 203698 | EQUITY DEF PROTN |
| ECOVYST INC | 18288 | 177939 | COM |
| RITHM CAPITAL CORP | 15532 | 169296 | COM NEW |
| PIMCO INCOME STRATEGY FD II | 11000 | 82500 | COM |
| BLACKROCK TECH AND PRIVATE E | 11845 | 78058 | SHS BEN INT |
| XAI OCTAGN FLT RAT & ALT INM | 11182 | 53672 | COM |
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