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CIK: 0001900584
Total reported value
$1.5B
$1.5B
211 檔
39.5%
In Q2 2026, Amplius Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 211 disclosed stock positions.
In Q2 2026, Amplius Wealth Advisors, LLC displayed an active expansion posture, initiating 43 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAAA | Amplius Aggressive A All ETF | ETF-Other | 20.28% | -1.08% | +0.28% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 7.61% | -0.35% | +3.01% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 5.31% | -0.23% | +0.73% | |
| 4 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 5.23% | +0.01% | -3.37% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.77% | -1.52% | +2.23% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.72% | -2.78% | +1.87% | |
| 7 | IOO | Ishares Global 100 ETF | ETF-Other | 3.06% | -0.11% | -1.28% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.03% | -0.32% | +8.55% | |
| 9 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.93% | -1.44% | +7.83% | |
| 10 | CRUX | Columbia Core Bond ETF | ETF-Other | 2.92% | -0.34% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.83% | +0.08% | +6.89% | |
| 12 | CGIC | Cap Group Intl Core Eq | ETF-Other | 2.65% | -0.12% | +0.22% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.57% | -0.02% | -6.19% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.17% | +0.05% | +9.28% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.99% | -0.11% | -3.23% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.95% | +0.04% | +7.47% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.83% | -0.18% | -2.54% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.75% | +0.04% | +22.35% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.50% | -1.18% | -60.69% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.12% | -0.12% | +0.56% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.20% | +2.53% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.99% | -0.12% | -1.43% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.99% | -0.37% | -0.76% | |
| 24 | IDMO | Invesco S&p International De | ETF-Other | 0.98% | +0.06% | +15.92% | |
| 25 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.96% | +0.01% | +1.83% | |
| 26 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.85% | +0.03% | +11.32% | |
| 27 | GPZ | Vaneck Alt Asset Manager ETF | ETF-Other | 0.84% | +0.01% | -8.58% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | -0.03% | +32.59% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.64% | -0.11% | -6.67% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.57% | -0.03% | -2.34% | |
| 31 | AMG | Affiliated Managers Group | Stock-Financials | 0.54% | +0.01% | +10.96% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | -0.02% | -12.75% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.36% | -0.02% | +0.73% | |
| 34 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.33% | -0.08% | -42.84% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | -0.02% | +1.32% | |
| 36 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.30% | -0.04% | -2.15% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | -0.02% | -6.02% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | +24.91% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.28% | -0.04% | -4.86% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.03% | +14.99% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.27% | -0.01% | — | |
| 42 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.25% | -0.07% | -23.66% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.19% | +16.29% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.16% | +24.88% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | +0.01% | +1.59% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.19% | -0.06% | -23.61% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | -0.02% | -4.24% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.03% | +7.63% | |
| 49 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.17% | -0.03% | -3.13% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.16% | -0.03% | -0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRUX | Columbia Core Bond ETF | +2.9% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +6.89% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.87% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +32.59% | Add |
| 5 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 6 | JMUB | Jpmorgan Municipal ETF | +0.2% | +22.35% | Add |
| 7 | EMGF | Ishares Emerging Markets Equ | +0.1% | +11.32% | Add |
| 8 | IDMO | Invesco S&p International De | +0.1% | +15.92% | Add |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +9.28% | Add |
| 10 | AMG | Affiliated Managers Group | +0.1% | +10.96% | Add |
| 11 | AAAA | Amplius Aggressive A All ETF | +0.1% | +0.28% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +24.91% | Add |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | JNJ | Johnson & Johnson | +0.1% | +90.99% | Add |
| 15 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 16 | CPAI | Counterpoint Quan Equity ETF | +0.1% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | 0% | +24.88% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +14.99% | Add |
| 19 | COST | Costco Wholesale CORP | 0% | +148.94% | Add |
| 20 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 21 | RKT | Rocket Cos Inc-class A | 0% | NEW | New buy |
| 22 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | 0% | +46.14% | Add |
| 24 | GTOP | Gs Tech Opportunities ETF | 0% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +7.63% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | +26.13% | Add |
| 27 | MDY | State Street Spdr S&p Midcap | 0% | NEW | New buy |
| 28 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 29 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 30 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 31 | HIPO | Hippo Holdings Inc | 0% | NEW | New buy |
| 32 | AMKR | Amkor Technology Inc | 0% | NEW | New buy |
| 33 | IRM | Iron Mountain Inc | 0% | NEW | New buy |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | 0% | NEW | New buy |
| 35 | ARM | Arm Holdings Plc-adr | 0% | NEW | New buy |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | 0% | NEW | New buy |
| 37 | JHMM | John Hancock Multi Fact Mid | 0% | +2.23% | Add |
| 38 | AAPL | Apple Inc | 0% | +2.53% | Add |
| 39 | IUSG | Ishares Core S&p U.s. Growth | 0% | -2.34% | Trim |
| 40 | AVGO | Broadcom Inc | 0% | +1.32% | Add |
| 41 | AXP | American Express Co | 0% | +70.19% | Add |
| 42 | INTC | Intel CORP | 0% | -16.97% | Trim |
| 43 | MA | Mastercard Inc - A | 0% | +99.69% | Add |
| 44 | XLK | Ss Technology Select Sector | 0% | -3.93% | Trim |
| 45 | ABBV | Abbvie Inc | 0% | +38.27% | Add |
| 46 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 47 | FTEC | Fidelity Msci Info Tech Indx | 0% | NEW | New buy |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | +35.54% | Add |
| 49 | HD | Home Depot Inc | 0% | +33.14% | Add |
| 50 | XCEM | Columbia Em Core Ex-china | 0% | +20.47% | Add |
According to official SEC Form 13F filings, Amplius Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.5B across 211 disclosed positions in Q2 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 39.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
CRUX
市值: $39.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $929.1K
During Q2 2026, Amplius Wealth Advisors, LLC's top holdings by market value included AAAA (20.3%)、PVAL (7.6%)、RECS (5.3%). The largest single position, AAAA, represented 20.3% of total portfolio value.
In Q2 2026, Amplius Wealth Advisors, LLC made 190 total portfolio adjustments, initiating 43 new buys, adding to 86 positions, trimming 54 holdings, and fully liquidating 7 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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