Amplius Wealth Advisors
$1.4B 13F equity value
217 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Amplius Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAAA | EA SERIES TRUST | 9,090,785 | $277M | 20.3% |
| PVAL | PUTNAM ETF TRUST | 2,038,034 | $104M | 7.6% |
| RECS | COLUMBIA ETF TR I | 1,675,097 | $72M | 5.3% |
| TMFC | RBB FD INC | 936,549 | $71M | 5.2% |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 685,861 | $51M | 3.8% |
| IJR | ISHARES TR | 342,349 | $51M | 3.7% |
| IOO | ISHARES TR | 305,892 | $42M | 3.1% |
| GSST | GOLDMAN SACHS ETF TR | 816,573 | $41M | 3.0% |
| USTB | VICTORY PORTFOLIOS II | 790,733 | $40M | 2.9% |
| CRUX | COLUMBIA ETF TR I | 1,330,753 | $40M | 2.9% |
Track Amplius Wealth Advisors's 13F portfolio: $1.4B in reported holdings, 217 positions. Top holdings and quarterly changes on SentiSense.
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