§ 13F · FUND PROFILE
Amplius Wealth Advisors, LLC.
AUM · $1.4B (13F)Positions · 211Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAAA | EA SERIES TRUST | 9.09M | $277M | 20.3% | ±0% |
| 2 | PVAL | PUTNAM ETF TRUST | 2.04M | $104M | 7.6% | +3% |
| 3 | RECS | COLUMBIA ETF TR I | 1.68M | $72M | 5.3% | +1% |
| 4 | TMFC | RBB FD INC | 937K | $71M | 5.2% | −3% |
| 5 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 686K | $51M | 3.8% | +2% |
| 6 | IJR | ISHARES TR | 342K | $51M | 3.7% | +2% |
| 7 | IOO | ISHARES TR | 306K | $42M | 3.1% | −1% |
| 8 | GSST | GOLDMAN SACHS ETF TR | 817K | $41M | 3.0% | +9% |
| 9 | USTB | VICTORY PORTFOLIOS II | 791K | $40M | 2.9% | +8% |
| 10 | CRUX | COLUMBIA ETF TR I | 1.33M | $40M | 2.9% | NEW |
§ 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 $1.4 billion in assets. The fund runs a broad portfolio of 211 positions.
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