§ 13F · FUND PROFILE
Amplius Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1075.1T (13F)Positions · 201Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAAA | EA SERIES TRUST | 8.95M | $244.6T | 20.5% | +2% |
| 2 | PVAL | PUTNAM ETF TRUST | 2.04M | $93.0T | 7.8% | +2% |
| 3 | RECS | COLUMBIA ETF TR I | 1.62M | $66.3T | 5.6% | +2% |
| 4 | TMFC | RBB FD INC | 914K | $65.6T | 5.5% | +1% |
| 5 | STIP | ISHARES TR | 483K | $49.4T | 4.1% | +3% |
| 6 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 673K | $44.1T | 3.7% | +2% |
| 7 | IOO | ISHARES TR | 323K | $41.0T | 3.4% | −2% |
| 8 | GSST | GOLDMAN SACHS ETF TR | 787K | $39.7T | 3.3% | ±0% |
| 9 | IJR | ISHARES TR | 327K | $39.3T | 3.3% | +3% |
| 10 | USTB | VICTORY PORTFOLIOS II | 770K | $39.1T | 3.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMPLIUS SIGNAL
AC read
Amplius Wealth Advisors, LLC is a Other fund managing $1075128.1 trillion in assets. The fund runs a broad portfolio of 201 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed