Amplius Wealth Advisors, LLC
CIK: 0001900584SEC EDGAR →
Portfolio Value
$1.2B
Holdings
177
As of
Q4 2025
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 8,947,289 | $244.6M | 20.52% |
| 2 | PUTNAM ETF TRUST | 2,039,763 | $93.0M | 7.80% |
| 3 | COLUMBIA ETF TR I | 1,624,583 | $66.3M | 5.57% |
| 4 | RBB FD INC | 914,215 | $65.6M | 5.50% |
| 5 | ISHARES TR | 482,698 | $49.4M | 4.15% |
| 6 | JOHN HANCOCK EXCHANGE TRADED | 672,760 | $44.1M | 3.70% |
| 7 | ISHARES TR | 323,379 | $41.0M | 3.44% |
| 8 | GOLDMAN SACHS ETF TR | 787,192 | $39.7M | 3.33% |
| 9 | ISHARES TR | 327,185 | $39.3M | 3.30% |
| 10 | VICTORY PORTFOLIOS II | 769,637 | $39.1M | 3.28% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (177)
$244.6M · 8.9M shares
$93.0M · 2.0M shares
$66.3M · 1.6M shares
$65.6M · 914K shares
$49.4M · 483K shares
$44.1M · 673K shares
$41.0M · 323K shares
$39.7M · 787K shares
$39.3M · 327K shares
$39.1M · 770K shares
$33.6M · 1.0M shares
$31.4M · 407K shares
$27.7M · 45K shares
$25.4M · 74K shares
$23.2M · 74K shares
$22.9M · 256K shares
$22.1M · 192K shares
$19.5M · 127K shares
$16.9M · 334K shares
$12.9M · 48K shares
$12.2M · 86K shares
$12.1M · 25K shares
$10.6M · 401K shares
$9.4M · 169K shares
$8.9M · 87K shares
$8.4M · 138K shares
$7.3M · 49K shares
$7.1M · 43K shares
$7.0M · 10K shares
$6.8M · 119K shares
$5.7M · 20K shares
$5.3M · 65K shares
$4.2M · 109K shares
$3.9M · 114K shares
$3.9M · 20K shares
$3.8M · 5 shares
$3.6M · 8K shares
$3.6M · 46K shares
$3.5M · 42K shares
$3.2M · 14K shares
$3.1M · 8K shares
$3.0M · 60K shares
$2.9M · 101K shares
$2.7M · 9K shares
$2.7M · 12K shares
$2.7M · 90K shares
$2.6M · 8K shares
$2.5M · 11K shares
$2.4M · 105K shares
$2.3M · 12K shares
$2.2M · 79K shares
$2.0M · 6K shares
$1.8M · 88K shares
$1.8M · 6K shares
$1.8M · 20K shares
$1.7M · 20K shares
$1.7M · 26K shares
$1.6M · 3K shares
$1.6M · 40K shares
$1.5M · 104K shares
$1.4M · 7K shares
$1.3M · 3K shares
$1.3M · 12K shares
$1.3M · 6K shares
$1.3M · 48K shares
$1.2M · 2K shares
$1.2M · 17K shares
$1.1M · 1K shares
$987K · 12K shares
$958K · 7K shares
$956K · 1K shares
$940K · 14K shares
$930K · 1K shares
$929K · 9K shares
$884K · 18K shares
$866K · 9K shares
$847K · 4K shares
$819K · 29K shares
$811K · 7K shares
$790K · 30K shares
$775K · 8K shares
$763K · 29K shares
$750K · 3K shares
$726K · 10K shares
$716K · 5K shares
$712K · 37K shares
$712K · 18K shares
$708K · 17K shares
$696K · 3K shares
$695K · 6K shares
$685K · 2K shares
$685K · 2K shares
$635K · 5K shares
$634K · 28K shares
$571K · 42K shares
$568K · 3K shares
$553K · 21K shares
$551K · 1K shares
$548K · 2K shares
$547K · 5K shares
$546K · 5K shares
$543K · 11K shares
$534K · 2K shares
$524K · 14K shares
$496K · 792 shares
$490K · 3K shares
$483K · 990 shares
$479K · 34K shares
$479K · 7K shares
$471K · 2K shares
$464K · 3K shares
$448K · 8K shares
$448K · 998 shares
$444K · 9K shares
$440K · 2K shares
$429K · 1K shares
$426K · 3K shares
$420K · 4K shares
$420K · 17K shares
$418K · 5K shares
$415K · 1K shares
$407K · 1K shares
$406K · 2K shares
$401K · 6K shares
$391K · 686 shares
$376K · 6K shares
$369K · 2K shares
$368K · 427 shares
$367K · 3K shares
$366K · 3K shares
$364K · 1K shares
$357K · 2K shares
$352K · 16K shares
$341K · 3K shares
$338K · 14K shares
$333K · 4K shares
$322K · 4K shares
$316K · 1K shares
$310K · 19K shares
$306K · 32K shares
$306K · 2K shares
$296K · 2K shares
$293K · 3K shares
$290K · 2K shares
$276K · 11K shares
$275K · 1K shares
$272K · 2K shares
$266K · 5K shares
$259K · 10K shares
$254K · 2K shares
$252K · 5K shares
$251K · 3K shares
$248K · 13K shares
$244K · 3K shares
$244K · 22K shares
$244K · 2K shares
$238K · 2K shares
$238K · 5K shares
$237K · 2K shares
$235K · 1K shares
$233K · 2K shares
$232K · 3K shares
$231K · 19K shares
$229K · 2K shares
$229K · 474 shares
$220K · 1K shares
$217K · 3K shares
$216K · 2K shares
$213K · 2K shares
$211K · 2K shares
$207K · 3K shares
$203K · 7K shares
$177K · 18K shares
$169K · 16K shares
$82K · 11K shares
$78K · 12K shares
$53K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 110 | $842.1M | 70.7% |
| Unknown | 15 | $294.1M | 24.7% |
| Technology | 15 | $27.2M | 2.3% |
| Communication Services | 6 | $9.2M | 0.8% |
| Industrials | 8 | $6.3M | 0.5% |
| Consumer Cyclical | 3 | $4.3M | 0.4% |
| Healthcare | 6 | $3.5M | 0.3% |
| Consumer Defensive | 4 | $2.1M | 0.2% |
| Energy | 4 | $1.6M | 0.1% |
| Utilities | 3 | $783K | 0.1% |
| Real Estate | 2 | $417K | 0.0% |
| Basic Materials | 1 | $177K | 0.0% |