Amplius Wealth Advisors, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$1.2T
Holdings
177
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAAAEA SERIES TRUST | 8,947,289 | $244.6B | 20.52% | |
| 2 | PVALPUTNAM ETF TRUST | 2,039,763 | $93.0B | 7.80% | |
| 3 | RECSCOLUMBIA ETF TR I | 1,624,583 | $66.3B | 5.57% | |
| 4 | TMFCRBB FD INC | 914,215 | $65.6B | 5.50% | |
| 5 | STIPISHARES TR | 482,698 | $49.4B | 4.15% | |
| 6 | JHMMJOHN HANCOCK EXCHANGE TRADED | 672,760 | $44.1B | 3.70% | |
| 7 | IOOISHARES TR | 323,379 | $41.0B | 3.44% | |
| 8 | GSSTGOLDMAN SACHS ETF TR | 787,192 | $39.7B | 3.33% | |
| 9 | IJRISHARES TR | 327,185 | $39.3B | 3.30% | |
| 10 | USTBVICTORY PORTFOLIOS II | 769,637 | $39.1B | 3.28% | |
| 11 | CGICCAPITAL GROUP INTERNATIONAL | 1,032,666 | $33.6B | 2.82% | |
| 12 | AVEMAMERICAN CENTY ETF TR | 407,425 | $31.4B | 2.63% | |
| 13 | NDQINVESCO QQQ TR | 45,065 | $27.7B | 2.32% | |
| 14 | OEFISHARES TR | 73,992 | $25.4B | 2.13% | |
| 15 | CBCHUBB LIMITED | 74,311 | $23.2B | 1.95% | |
| 16 | DGRWWISDOMTREE TR | 255,977 | $22.9B | 1.92% | |
| 17 | BOXXEA SERIES TRUST | 191,833 | $22.1B | 1.85% | |
| 18 | BXBLACKSTONE INC | 126,826 | $19.5B | 1.64% | |
| 19 | JMUBJ P MORGAN EXCHANGE TRADED F | 333,858 | $16.9B | 1.41% | |
| 20 | AAPLAPPLE INC | 47,548 | $12.9B | 1.08% | |
| 21 | ACWIISHARES TR | 86,438 | $12.2B | 1.03% | |
| 22 | DONSPDR DOW JONES INDL AVERAGE | 25,169 | $12.1B | 1.01% | |
| 23 | BXSLBLACKSTONE SECD LENDING FD | 401,117 | $10.6B | 0.89% | |
| 24 | IDMOINVESCO EXCH TRADED FD TR II | 168,834 | $9.4B | 0.79% | |
| 25 | IUSVISHARES TR | 87,270 | $8.9B | 0.75% | |
| 26 | JPEMJ P MORGAN EXCHANGE TRADED F | 137,618 | $8.4B | 0.70% | |
| 27 | ITOTISHARES TR | 49,313 | $7.3B | 0.62% | |
| 28 | IUSGISHARES TR | 42,529 | $7.1B | 0.60% | |
| 29 | SPYSPDR S&P 500 ETF TR | 10,312 | $7.0B | 0.59% | |
| 30 | EESWISDOMTREE TR | 119,390 | $6.8B | 0.57% | |
| 31 | AMGAFFILIATED MANAGERS GROUP INC | 19,613 | $5.7B | 0.47% | |
| 32 | IAU*ISHARES GOLD TR | 64,690 | $5.3B | 0.44% | |
| 33 | ICOWPACER FDS TR | 108,802 | $4.2B | 0.35% | |
| 34 | BUFRFIRST TR EXCHNG TRADED FD VI | 114,440 | $3.9B | 0.33% | |
| 35 | RSPINVESCO EXCHANGE TRADED FD T | 20,319 | $3.9B | 0.33% | |
| 36 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.8B | 0.32% | |
| 37 | MSFTMICROSOFT CORP | 7,540 | $3.6B | 0.31% | |
| 38 | BIVVANGUARD BD INDEX FDS | 46,091 | $3.6B | 0.30% | |
| 39 | IXUSISHARES TR | 41,555 | $3.5B | 0.30% | |
| 40 | AMZNAMAZON COM INC | 13,755 | $3.2B | 0.27% | |
| 41 | GQ9SPDR GOLD TR | 7,730 | $3.1B | 0.26% | |
| 42 | XTWOBONDBLOXX ETF TRUST | 59,980 | $3.0B | 0.25% | |
| 43 | CPSMCALAMOS ETF TR | 101,231 | $2.9B | 0.24% | |
| 44 | GOOGLALPHABET INC | 8,724 | $2.7B | 0.23% | |
| 45 | VRSKVERISK ANALYTICS INC | 12,186 | $2.7B | 0.23% | |
| 46 | CMCSACOMCAST CORP NEW | 90,499 | $2.7B | 0.23% | |
| 47 | AVGOBROADCOM INC | 7,504 | $2.6B | 0.22% | |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 11,349 | $2.5B | 0.21% | |
| 49 | BTTBLACKROCK MUN TARGET TERM TR | 104,707 | $2.4B | 0.20% | |
| 50 | NVDANVIDIA CORPORATION | 12,132 | $2.3B | 0.19% | |
| 51 | CPSLCALAMOS ETF TR | 79,139 | $2.2B | 0.18% | |
| 52 | GOOGALPHABET INC | 6,340 | $2.0B | 0.17% | |
| 53 | MUSTCOLUMBIA ETF TR I | 88,152 | $1.8B | 0.15% | |
| 54 | JPMJPMORGAN CHASE & CO | 5,605 | $1.8B | 0.15% | |
| 55 | DLNWISDOMTREE TR | 20,213 | $1.8B | 0.15% | |
| 56 | AQLTISHARES TR | 19,519 | $1.7B | 0.15% | |
| 57 | IJHISHARES TR | 26,364 | $1.7B | 0.15% | |
| 58 | IWFISHARES TR | 3,460 | $1.6B | 0.14% | |
| 59 | GCOWPACER FDS TR | 39,638 | $1.6B | 0.14% | |
| 60 | BIZDVANECK ETF TRUST | 104,326 | $1.5B | 0.12% | |
| 61 | VTVVANGUARD INDEX FDS | 7,135 | $1.4B | 0.11% | |
| 62 | HUBBHUBBELL INC | 3,004 | $1.3B | 0.11% | |
| 63 | RWLINVESCO EXCH TRADED FD TR II | 11,651 | $1.3B | 0.11% | |
| 64 | IWDISHARES TR | 6,250 | $1.3B | 0.11% | |
| 65 | SMAXISHARES TR | 48,101 | $1.3B | 0.11% | |
| 66 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,423 | $1.2B | 0.10% | |
| 67 | IEMGISHARES INC | 17,370 | $1.2B | 0.10% | |
| 68 | LLYLILLY ELI & CO | 1,027 | $1.1B | 0.09% | |
| 69 | JHMLJOHN HANCOCK EXCHANGE TRADED | 12,368 | $987.0M | 0.08% | |
| 70 | XLKSELECT SECTOR SPDR TR | 6,660 | $958.0M | 0.08% | |
| 71 | IVVISHARES TR | 1,396 | $956.0M | 0.08% | |
| 72 | EZMWISDOMTREE TR | 14,084 | $940.0M | 0.08% | |
| 73 | METAMETA PLATFORMS INC | 1,409 | $930.0M | 0.08% | |
| 74 | SUBISHARES TR | 8,708 | $929.0M | 0.08% | |
| 75 | OBILRBB FD INC | 17,616 | $884.0M | 0.07% | |
| 76 | UPSUNITED PARCEL SERVICE INC | 8,733 | $866.0M | 0.07% | |
| 77 | QUALISHARES TR | 4,268 | $847.0M | 0.07% | |
| 78 | MAXJISHARES TR | 29,067 | $819.0M | 0.07% | |
| 79 | HDVISHARES TR | 6,674 | $811.0M | 0.07% | |
| 80 | DMAXISHARES TR | 29,647 | $790.0M | 0.07% | |
| 81 | EFAISHARES TR | 8,079 | $775.0M | 0.07% | |
| 82 | CPRJCALAMOS ETF TR | 28,500 | $763.0M | 0.06% | |
| 83 | VBVANGUARD INDEX FDS | 2,909 | $750.0M | 0.06% | |
| 84 | SPLVINVESCO EXCH TRADED FD TR II | 10,175 | $726.0M | 0.06% | |
| 85 | PGPROCTER AND GAMBLE CO | 5,000 | $716.0M | 0.06% | |
| 86 | HTABHARTFORD FDS EXCHANGE TRADED | 37,190 | $712.0M | 0.06% | |
| 87 | HEMIHARTFORD FDS EXCHANGE TRADED | 18,221 | $712.0M | 0.06% | |
| 88 | GSIEGOLDMAN SACHS ETF TR | 16,508 | $708.0M | 0.06% | |
| 89 | JNJJOHNSON & JOHNSON | 3,366 | $696.0M | 0.06% | |
| 90 | IVWISHARES TR | 5,639 | $695.0M | 0.06% | |
| 91 | UNHUNITEDHEALTH GROUP INC | 2,076 | $685.0M | 0.06% | |
| 92 | HDHOME DEPOT INC | 1,991 | $685.0M | 0.06% | |
| 93 | XOMEXXON MOBIL CORP | 5,277 | $635.0M | 0.05% | |
| 94 | CEFSEXCHANGE LISTED FDS TR | 27,551 | $634.0M | 0.05% | |
| 95 | GBDCGOLUB CAP BDC INC | 42,083 | $571.0M | 0.05% | |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 3,199 | $568.0M | 0.05% | |
| 97 | CPNJCALAMOS ETF TR | 20,500 | $553.0M | 0.05% | |
| 98 | AXPAMERICAN EXPRESS CO | 1,491 | $551.0M | 0.05% | |
| 99 | VVISA INC | 1,564 | $548.0M | 0.05% | |
| 100 | WMTWALMART INC | 4,915 | $547.0M | 0.05% |
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