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CIK: 0001900584
Total reported value
$1.4B
$1.4B
175 檔
37.8%
As reported in its official Q1 2026 Form 13F filing, Amplius Wealth Advisors, LLC's tracked investment portfolio stood at $1.4B with 175 total positions.
Amplius Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 12 holdings and trimming 71 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAAA | Amplius Aggressive A All ETF | ETF-Other | 20.21% | +0.07% | +1.32% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 7.65% | -0.04% | -3.01% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 5.40% | -0.09% | +2.36% | |
| 4 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 5.33% | -0.10% | +6.01% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.40% | -2.90% | +5.72% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.75% | +0.02% | -0.28% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.48% | +0.24% | +2.71% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.17% | -0.14% | -4.43% | |
| 9 | IOO | Ishares Global 100 ETF | ETF-Other | 3.12% | -0.06% | -4.18% | |
| 10 | USTB | Victoryshares Short-term Bon | ETF-Other | 3.09% | -0.16% | -4.72% | |
| 11 | CGIC | Cap Group Intl Core Eq | ETF-Other | 2.74% | -0.09% | -3.90% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.60% | -0.03% | -5.06% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.36% | +0.47% | +8.89% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.08% | +0.09% | +10.72% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.06% | -0.11% | +10.52% | |
| 16 | CB | Chubb Limited | Stock-Financials | 2.05% | -0.22% | +1.36% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.03% | -0.04% | +3.46% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.60% | +0.15% | +15.20% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.23% | -0.11% | +1.47% | |
| 20 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.08% | -0.12% | +873.09% | |
| 21 | GPZ | Vaneck Alt Asset Manager ETF | ETF-Other | 1.05% | -0.21% | — | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.02% | -0.03% | +4.56% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.00% | -0.01% | -0.00% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.02% | -0.99% | |
| 25 | IDMO | Invesco S&p International De | ETF-Other | 0.88% | +0.10% | +13.60% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.72% | -0.08% | -3.04% | |
| 27 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.72% | +0.13% | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | -0.06% | -0.52% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.19% | -0.08% | |
| 30 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.56% | -0.23% | -3.79% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.55% | +0.02% | -0.55% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.11% | -0.26% | |
| 33 | AMG | Affiliated Managers Group | Stock-Financials | 0.45% | +0.09% | +0.02% | |
| 34 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.38% | -0.13% | -52.21% | |
| 35 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.35% | -0.05% | -8.44% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | -0.03% | -1.75% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.30% | -0.02% | +0.72% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.03% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.02% | +54.30% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | -0.06% | -1.02% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.26% | -0.07% | -19.74% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.04% | +0.76% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | -2.11% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.22% | -0.06% | +0.37% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.21% | -0.07% | -29.35% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.07% | -0.61% | |
| 47 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 0.20% | -0.06% | -18.15% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | -0.01% | -0.97% | |
| 49 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 0.20% | -0.04% | -18.14% | |
| 50 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.20% | -0.03% | -1.08% |
According to official SEC Form 13F filings, Amplius Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 175 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAAA, PVAL, RECS) accounted for 37.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
GPZ
市值: $12.5M
Top Position Liquidated / Trimmed
IVE
前期市值: $369.9K
During Q1 2026, Amplius Wealth Advisors, LLC's top holdings by market value included AAAA (20.2%)、PVAL (7.7%)、RECS (5.4%). The largest single position, AAAA, represented 20.2% of total portfolio value.
In Q1 2026, Amplius Wealth Advisors, LLC made 156 total portfolio adjustments, initiating 10 new buys, adding to 63 positions, trimming 71 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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