Amplius Wealth Advisors, LLC — Q3 2025 13F Holdings

Name: Amplius Wealth Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001900584

Total reported value

$1.4B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAAA	Amplius Aggressive A All ETF	ETF-Other	20.27%	+0.07%	—
2	PVAL	Putnam Focused Lrg Cap Value	ETF-Other	7.41%	-0.04%	+2.62%
3	RECS	Columbia Resear Enh Cor ETF	ETF-Other	5.58%	-0.09%	+4.35%
4	TMFC	Motley Fool 100 Index ETF	ETF-Large Cap & Growth	5.50%	-0.10%	+3.34%
5	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.19%	-2.90%	+17600.53%
6	JHMM	John Hancock Multi Fact Mid	ETF-Other	3.68%	+0.02%	+4.79%
7	GSST	Goldman Sachs Ultra Short Bo	ETF-Commodities	3.43%	-0.14%	+13.07%
8	IOO	Ishares Global 100 ETF	ETF-Other	3.43%	-0.06%	-70.41%
9	USTB	Victoryshares Short-term Bon	ETF-Other	3.36%	-0.16%	+13.40%
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.28%	+0.24%	+12.83%
11	CGIC	Cap Group Intl Core Eq	ETF-Other	2.71%	-0.09%	—
12	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	2.61%	-0.03%	+0.93%
13	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.29%	+0.47%	-38.21%
14	OEF	Ishares S&p 100 ETF	ETF-Other	2.14%	-0.04%	-41.70%
15	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	1.91%	+0.09%	-9.09%
16	BX	Blackstone INC	Stock-Financials	1.86%	—	-2.12%
17	CB	Chubb Limited	Stock-Financials	1.86%	—	-8.61%
18	BOXX	Alpha Architect 1-3 Mnth Box	ETF-Other	1.75%	-0.11%	+3.55%
19	JMUB	Jpmorgan Municipal ETF	ETF-Other	1.30%	+0.15%	+27.43%
20	BXSL	Blackstone Secured Lending F	Stock-Financials	1.28%	-0.13%	+7.65%
21	AAPL	Apple INC	Stock-Tech	1.07%	+0.02%	-22.98%
22	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	1.02%	-0.03%	-8.21%
23	ACWI	Ishares Msci Acwi ETF	ETF-Other	0.97%	-0.01%	-23.69%
24	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.76%	—	-27.68%
25	IDMO	Invesco S&p International De	ETF-Other	0.75%	+0.10%	+10.40%
26	JPEM	JPM Diversified Ret Em Equit	ETF-Other	0.67%	—	+5.43%
27	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.65%	—	-20.65%
28	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.62%	+0.02%	-63.26%
29	EES	Wisdomtree US Smallcap Fund	ETF-Other	0.59%	-0.23%	-15.40%
30	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.58%	+0.19%	-11.75%
31	IAU	Ishares Gold Trust	ETF-Commodities	0.43%	-0.11%	-5.04%
32	AMG	Affiliated Managers Group	Stock-Financials	0.40%	+0.09%	—
33	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.39%	—	-40.98%
34	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.38%	-0.07%	-86.76%
35	ICOW	Pacer Developed Markets Inte	ETF-Other	0.35%	—	-32.27%
36	MSFT	Microsoft CORP	Stock-Tech	0.35%	—	-33.47%
37	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.33%	—	—
38	BIV	Vanguard Intermediate-term B	ETF-Other	0.32%	-0.07%	-12.48%
39	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.30%	—	-26.84%
40	AMZN	Amazon.com INC	Stock-Consumer Disc	0.29%	+0.04%	-10.51%
41	VRSK	Verisk Analytics INC	Stock-Industrials	0.26%	—	-6.51%
42	GLD	Spdr Gold Shares	ETF-Commodities	0.26%	—	-0.44%
43	XTWO	Bondbloxx Bbg 2y US Tsy ETF	ETF-Other	0.26%	—	-23.60%
44	CPSM	Calamos Sp500 Str Alt Promay	ETF-Other	0.26%	—	-30.68%
45	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.25%	—	-3.62%
46	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.22%	—	-57.23%
47	NVDA	Nvidia CORP	Stock-Tech	0.21%	+0.04%	-36.94%
48	BTT	Blackrock 2030 Muni Trgt Trm	Stock-Other	0.20%	—	-0.14%
49	AVGO	Broadcom INC	Stock-Tech	0.20%	+0.02%	-32.90%
50	CPSL	Calm Lad S&p 500 Str A P ETF	ETF-Large Cap & Growth	0.20%	—	-89.81%

1–50 of 174

Holding changes this quarter

Position changes disclosed by Amplius Wealth Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RECS	Columbia Resear Enh Cor ETF	+0.4%	+4.35%	Add
2	TMFC	Motley Fool 100 Index ETF	+0.3%	+3.34%	Add
3	BOXX	Alpha Architect 1-3 Mnth Box	+0.2%	+3.55%	Add
4	AVEM	Avantis Emerging Markets Eq	+0.2%	+0.93%	Add
5	CPSL	Calm Lad S&p 500 Str A P ETF	+0.1%	-89.81%	Add
6	IDMO	Invesco S&p International De	+0.1%	+10.40%	Add
7	ACWI	Ishares Msci Acwi ETF	+0.1%	-23.69%	Add
8	AMG	Affiliated Managers Group	+0.1%	—	Add
9	USTB	Victoryshares Short-term Bon	+0.1%	+13.40%	Add
10	GSST	Goldman Sachs Ultra Short Bo	+0.1%	+13.07%	Add
11	BX	Blackstone INC	0%	-2.12%	Trim
12	JHMM	John Hancock Multi Fact Mid	—	+4.79%	Add
13	JPEM	JPM Diversified Ret Em Equit	0%	+5.43%	Add
14	PVAL	Putnam Focused Lrg Cap Value	-0.1%	+2.62%	Add
15	JMUB	Jpmorgan Municipal ETF	-0.1%	+27.43%	Add
16	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-72.33%	Trim
17	QUAL	Ishares Msci USA Quality Fac	-0.1%	-56.02%	Trim
18	SPLV	Invesco S&p 500 Low Volatili	-0.1%	-52.66%	Trim
19	VTV	Vanguard Value ETF	-0.1%	-43.95%	Trim
20	BIV	Vanguard Intermediate-term B	-0.2%	-12.48%	Trim
21	XTWO	Bondbloxx Bbg 2y US Tsy ETF	-0.2%	-23.60%	Trim
22	CB	Chubb Limited	-0.2%	-8.61%	Add
23	RWL	Invesco S&p 500 Revenue ETF	-0.2%	-60.77%	Trim
24	ICOW	Pacer Developed Markets Inte	-0.3%	-32.27%	Trim
25	IJR	Ishares Core S&p Small-cap E	-0.3%	+12.83%	Trim
26	AAPL	Apple INC	-0.3%	-22.98%	Trim
27	IWF	Ishares Russell 1000 Growth	-0.3%	-71.84%	Trim
28	VIG	Vanguard Dividend Apprec ETF	-0.3%	-57.23%	Trim
29	RSP	Invesco S&p 500 Equal Weight	-0.4%	-40.98%	Trim
30	IUSV	Ishares Core S&p U.s. Value	-0.4%	-27.68%	Trim
31	BXSL	Blackstone Secured Lending F	-0.4%	+7.65%	Add
32	OEF	Ishares S&p 100 ETF	-0.5%	-41.70%	Trim
33	CPSM	Calamos Sp500 Str Alt Promay	-0.9%	-30.68%	Trim
34	IUSG	Ishares Core S&p U.s. Growth	-1%	-63.26%	Trim
35	QQQ	Invesco Qqq Trust Series 1	-1.2%	-38.21%	Trim
36	MAXJ	Ishares Lg Cap Max Buff Jun	-1.9%	-32.48%	Trim
37	OSEA	Harbor Intl Compounders ETF	-2.6%	-99.01%	Trim
38	BUFR	Ft Vest Lad Buffervetf-usd I	-2.7%	-86.76%	Trim
39	HTAB	Hartford Schroders Tax Aware	-3.3%	-97.43%	Trim
40	IOO	Ishares Global 100 ETF	-8.1%	-70.41%	Trim
41	AAAA	Amplius Aggressive A All ETF	—	NEW	New buy
42	STIP	Ishares 0-5 Year Tips Bond E	—	NEW	New buy
43	CGIC	Cap Group Intl Core Eq	—	NEW	New buy
44	EES	Wisdomtree US Smallcap Fund	—	NEW	New buy
45	CCRVUSD	Ishares Comm Curve Carry Str	—	EXIT	Sold out
46	SMAX	Ishares L Cap Mb Sep ETF	—	NEW	New buy
47	IJT	Ishares S&p Small-cap 600 Gr	—	EXIT	Sold out
48	EZM	Wisdomtree US Midcap Fund	—	NEW	New buy
49	SUB	Ishares Short-term National	—	NEW	New buy
50	DMAX	Ishares Lg Cap Max Buff Dec	—	NEW	New buy