Amplius Wealth Advisors
$1.2B Assets Reported
187 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAAA | EA SERIES TRUST | 9,065,825 | $243M | 20.2% |
| PVAL | PUTNAM ETF TRUST | 1,978,456 | $92M | 7.7% |
| RECS | COLUMBIA ETF TR I | 1,662,973 | $65M | 5.4% |
| TMFC | RBB FD INC | 969,164 | $64M | 5.3% |
| STIP | ISHARES TR | 510,301 | $53M | 4.4% |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 670,909 | $45M | 3.8% |
| IJR | ISHARES TR | 336,052 | $42M | 3.5% |
| GSST | GOLDMAN SACHS ETF TR | 752,287 | $38M | 3.2% |
| IOO | ISHARES TR | 309,853 | $37M | 3.1% |
| USTB | VICTORY PORTFOLIOS II | 733,336 | $37M | 3.1% |
Track Amplius Wealth Advisors's 13F portfolio: $1.2B in reported holdings, 187 positions. Top holdings, AUM, and quarterly changes on SentiSense.