§ 13F · FUND PROFILE
Amplius Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 174Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAAA | EA SERIES TRUST | 9.07M | $243M | 20.2% | +1% |
| 2 | PVAL | PUTNAM ETF TRUST | 1.98M | $92M | 7.7% | −3% |
| 3 | RECS | COLUMBIA ETF TR I | 1.66M | $65M | 5.4% | +2% |
| 4 | TMFC | RBB FD INC | 969K | $64M | 5.3% | +6% |
| 5 | STIP | ISHARES TR | 510K | $53M | 4.4% | +6% |
| 6 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 671K | $45M | 3.8% | ±0% |
| 7 | IJR | ISHARES TR | 336K | $42M | 3.5% | +3% |
| 8 | GSST | GOLDMAN SACHS ETF TR | 752K | $38M | 3.2% | −4% |
| 9 | IOO | ISHARES TR | 310K | $37M | 3.1% | −4% |
| 10 | USTB | VICTORY PORTFOLIOS II | 733K | $37M | 3.1% | −5% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 174 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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