Q3 2026 13F · SEC CIK 1900584

Amplius Wealth Advisors, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 224
Top holdings a year, 3 yrs: +15.5%
Assets under management: $1.7B

Amplius Wealth Advisors, LLC is a wealth manager that reported 224 positions worth $1.5B in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ea Series Trust (AAAA, 19.2%), Putnam Focused Large Capvalue ETF (PVAL, 7.3%), Rbb Fd Inc (TMFC, 5.2%). A portfolio copying its top holdings returned 15.5% a year over the last 3 years, against 20.4% for the S&P 500.

Amplius Wealth Advisors, LLC holdings largest 50 of 224 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Amplius Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAAAEa Series Trust	19.2%	20.3%	9,189,648	+1.1%	$279.8M
PVALPutnam Focused Large Capvalue ETF	7.3%	7.6%	2,011,929	-1.3%	$105.9M
TMFCRbb Fd Inc	5.2%	5.2%	953,813	+1.8%	$76.4M
RECSColumbia ETF Tr I	5.1%	5.3%	1,642,547	-1.9%	$74.1M
SPCXSpace Exploration Techn Corp	4.7%	—	453,659	—	$68.4M
IOOIshares Tr	3.0%	3.1%	298,796	-2.3%	$43.0M
QQQInvesco Qqq Tr	2.9%	2.8%	57,406	+9.4%	$42.5M
GSSTGoldman Sachs ETF Tr	2.7%	3.0%	782,026	-4.2%	$39.5M
CRUXColumbia ETF Tr I	2.6%	2.9%	1,318,728	-0.9%	$37.6M
AVEMAmerican Centy ETF Tr	2.5%	2.6%	394,988	+8.9%	$37.1M
CGICCapital Group International	2.5%	2.7%	1,025,332	+3.1%	$36.9M
JHMMJohn Hancock Exchange Traded	2.3%	3.8%	458,766	-33.1%	$32.8M
DGRWWisdomtree Tr	2.2%	2.2%	333,127	+7.6%	$32.4M
BOXXEa Series Trust	2.0%	2.0%	245,445	+7.7%	$29.1M
IALTBlackrock ETF Trust	1.9%	—	935,066	—	$27.9M
OEFIshares Tr	1.9%	2.0%	71,513	-3.5%	$27.3M
JMUBJ P Morgan Exchange Traded F	1.8%	1.7%	547,767	+16.4%	$26.1M
CBChubb Limited	1.6%	1.8%	73,812	+0.5%	$24.0M
USTBVictoryshares Short	1.5%	2.9%	435,437	-44.9%	$21.7M
CPAINorthern Lts Fd Tr III	1.3%	—	377,882	—	$19.5M
GSSCGoldman Sachs ETF Tr	1.2%	—	211,236	—	$18.1M
TMSLT Rowe Price Exchange-Traded	1.2%	—	443,833	—	$18.1M
AAPLApple Inc	1.2%	1.0%	53,598	+11.0%	$17.8M
IDMOInvesco Exch Traded Fd Tr II	1.0%	1.0%	248,571	+11.8%	$15.2M
BXBlackstone Inc	1.0%	1.1%	130,206	+0.6%	$14.6M
BIZDVaneck ETF Trust	1.0%	1.0%	1,098,301	+6.2%	$14.2M
IJRIshares Tr	0.9%	3.7%	100,545	-70.6%	$13.7M
EMGFIshares Inc	0.9%	0.9%	179,234	+12.7%	$12.8M
DIASpdr Dow Jones Indl Average	0.9%	1.0%	24,876	-4.1%	$12.7M
GPZVaneck ETF Trust	0.8%	0.8%	577,510	+8.2%	$12.3M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	13,830	+1.2%	$10.5M
ACWIIshares Tr	0.6%	1.0%	56,551	-34.1%	$9.0M
AMGAffiliated Managers Group	0.5%	0.5%	21,827	+0.3%	$8.0M
IUSGIshares Tr	0.5%	0.6%	40,344	-2.3%	$7.8M
IUSVIshares Tr	0.5%	0.6%	70,628	-10.6%	$7.8M
ITOTIshares Tr	0.5%	0.5%	43,851	+2.4%	$7.3M
MSFTMicrosoft Corp	0.4%	0.2%	12,056	+40.5%	$6.2M
NVDANvidia Corporation	0.4%	0.2%	24,268	+60.2%	$5.5M
IAUIshares Gold Tr	0.3%	0.4%	62,801	-3.4%	$4.9M
STIPIshares Tr	0.3%	1.5%	46,214	-77.0%	$4.6M
AMZNAmazon Com Inc	0.3%	0.3%	18,073	+13.4%	$4.5M
AVGOBroadcom Inc	0.3%	0.3%	12,552	+7.0%	$4.4M
GOOGLAlphabet Inc	0.3%	0.3%	11,960	+10.4%	$4.1M
RSPInvesco Exchange Traded Fd T	0.3%	0.3%	18,746	-0.1%	$3.9M
ICOWPacer Fds Tr	0.3%	0.3%	89,377	-8.3%	$3.8M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	5	+0.0%	$3.7M
EESWisdomtree Tr	0.2%	0.3%	56,080	-14.6%	$3.6M
IXUSIshares Tr	0.2%	0.3%	36,302	-8.8%	$3.4M
GLDSpdr Gold Tr	0.2%	0.2%	8,353	+7.5%	$3.2M
GOOGAlphabet Inc	0.2%	0.2%	8,936	+29.0%	$3.0M

What Amplius Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: +15.5% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.5B	224
Q2 2026	$1.4B	211
Q1 2026	$1.2B	175
Q4 2025	$1.2B	177
Q3 2025	$1.2B	174
Q2 2025	$1.1B	201
Q1 2025	$961.5M	183
Q4 2024	$975.3M	177
Q3 2024	$916.1M	174
Q2 2024	$898.8M	167
Q1 2024	$892.2M	178
Q4 2023	$827.4M	172

Questions about Amplius Wealth Advisors, LLC's portfolio

What stocks does Amplius Wealth Advisors, LLC own?

Amplius Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 224 positions worth $1.5B. The largest are Ea Series Trust (AAAA) at 19.2%, Putnam Focused Large Capvalue ETF (PVAL) at 7.3%, Rbb Fd Inc (TMFC) at 5.2%, Columbia ETF Tr I (RECS) at 5.1% and Space Exploration Techn Corp (SPCX) at 4.7%.

What did Amplius Wealth Advisors, LLC buy last quarter?

In Q3 2026, Amplius Wealth Advisors, LLC added Nvidia Corporation (NVDA) (+60.2% shares), Microsoft Corp (MSFT) (+40.5% shares) and Alphabet Inc (GOOG) (+29.0% shares), compared with its Q2 2026 filing.

What did Amplius Wealth Advisors, LLC sell last quarter?

In Q3 2026, Amplius Wealth Advisors, LLC cut from its top 50 Blackstone Secd Lending Fd (BXSL), cut from its top 50 First Tr Exchng Traded Fd Vi (BUFR), cut from its top 50 Vanguard Specialized Funds (VIG), cut from its top 50 Blackrock Mun Target Term Tr (BTT), cut from its top 50 Comcast Corp New (CMCSA), Ishares Tr (STIP) (-77.0% shares), Ishares Tr (IJR) (-70.6% shares) and Victoryshares Short (USTB) (-44.9% shares), compared with its Q2 2026 filing.

How has Amplius Wealth Advisors, LLC's portfolio performed?

A portfolio copying Amplius Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.0% against +20.1%. Over 5 years: +8.9% a year against +13.0%.

When is Amplius Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Amplius Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Amplius Wealth Advisors, LLC manage?

Amplius Wealth Advisors, LLC reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.