Amplius Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Amplius Wealth Advisors, LLC reported 211 stock positions worth $1.4 billion. Its top holding was Amplius Aggressive A All ETF (AAAA) at 20.3% of the portfolio, followed by Putnam Focused LRG Cap Value (PVAL, 7.6%) and Columbia Resear Enh Cor ETF (RECS, 5.3%). Compared with Q1 2026, it opened 42 new positions, sold out of 6, added to 93 and reduced 58. The biggest buy was a new position in Columbia Core Bond ETF (CRUX) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- BLUE BELL, PA
- CIK
- 0001900584
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001900584-26-000004 ↗ filed Jul 17, 2026
Holdings Value
Holdings 211 stocks · $1.4B
| AAAA Amplius Aggressive A All ETF | 20.28% | 9,090,785 | $276.8M | Add +0.3% |
| PVAL Putnam Focused LRG Cap Value | 7.61% | 2,038,034 | $103.8M | Add +3.0% |
| RECS Columbia Resear Enh Cor ETF | 5.31% | 1,675,097 | $72.5M | Add +0.7% |
| TMFC Motley Fool 100 Index ETF | 5.23% | 936,549 | $71.3M | Reduce -3.4% |
| JHMM John Hancock Multi Fact Mid | 3.77% | 685,861 | $51.4M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 3.72% | 342,349 | $50.8M | Add +1.9% |
| IOO iShares Global 100 ETF | 3.06% | 305,892 | $41.8M | Reduce -1.3% |
| GSST Goldman Sachs Ultra Short Bo | 3.03% | 816,573 | $41.3M | Add +8.6% |
| USTB Victoryshares Short-Term Bon | 2.93% | 790,733 | $40.0M | Add +7.8% |
| CRUX Columbia Core Bond ETF | 2.92% | 1,330,753 | $39.9M | New |
| QQQ Invesco QQQ Trust Series 1 | 2.83% | 52,454 | $38.6M | Add +6.9% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 2.65% | 994,569 | $36.2M | Add +0.2% |
| AVEM Avantis Emerging Markets Eq | 2.57% | 362,842 | $35.0M | Reduce -6.2% |
| DGRW Wisdomtree U.S. Quality Divi | 2.17% | 309,723 | $29.6M | Add +9.3% |
| OEF iShares S&P 100 ETF | 1.99% | 74,084 | $27.1M | Reduce -3.2% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.95% | 227,846 | $26.7M | Add +7.5% |
| CB Chubb Ltd. | 1.83% | 73,412 | $25.0M | Reduce -2.5% |
| JMUB JPMorgan Municipal ETF | 1.75% | 470,566 | $23.8M | Add +22.4% |
| STIP iShares 0-5 Year Tips Bond E | 1.50% | 200,597 | $20.5M | Reduce -60.7% |
| BX Blackstone Inc. | 1.12% | 129,420 | $15.2M | Add +0.6% |
| AAPL Apple Inc. | 1.02% | 48,267 | $14.0M | Add +2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.99% | 25,941 | $13.6M | Reduce -1.4% |
| ACWI iShares MSCI Acwi ETF | 0.99% | 85,773 | $13.5M | Reduce -0.8% |
| IDMO Invesco S&P International DE | 0.98% | 222,327 | $13.4M | Add +15.9% |
| BIZD Vaneck BDC Income ETF | 0.96% | 1,033,780 | $13.1M | Add +1.8% |
| EMGF iShares Emerging Markets Equ | 0.85% | 159,010 | $11.6M | Add +11.3% |
| GPZ Vaneck Alt Asset Manager ETF | 0.84% | 533,985 | $11.4M | Reduce -8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 13,662 | $10.2M | Add +32.6% |
| IUSV iShares Core S&P U.S. Value | 0.64% | 78,975 | $8.7M | Reduce -6.7% |
| IUSG iShares Core S&P U.S. Growth | 0.57% | 41,305 | $7.8M | Reduce -2.3% |
| AMG Affiliated Managers Group | 0.54% | 21,766 | $7.4M | Add +11.0% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 42,805 | $7.0M | Reduce -12.8% |
| IAU iShares Gold Trust | 0.36% | 64,990 | $4.9M | Add +0.7% |
| EES Wisdomtree US Smallcap Fund | 0.33% | 65,656 | $4.5M | Reduce -42.8% |
| AVGO Broadcom Inc. | 0.32% | 11,732 | $4.4M | Add +1.3% |
| ICOW Pacer Developed Markets Inte | 0.30% | 97,471 | $4.1M | Reduce -2.1% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 18,763 | $4.0M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 0.28% | 10,831 | $3.9M | Add +24.9% |
| IXUS iShares Core Intl Stock ETF | 0.28% | 39,818 | $3.8M | Reduce -4.9% |
| AMZN Amazon.com Inc. | 0.28% | 15,938 | $3.8M | Add +15.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 5 | $3.7M | No change |
| BXSL Blackstone Secured Lending F | 0.25% | 146,335 | $3.5M | Reduce -23.7% |
| MSFT Microsoft Corp. | 0.23% | 8,583 | $3.2M | Add +16.3% |
| NVDA Nvidia Corp. | 0.22% | 15,145 | $3.0M | Add +24.9% |
| GLD SPDR Gold Shares | 0.21% | 7,773 | $2.9M | Add +1.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.19% | 70,158 | $2.6M | Reduce -23.6% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 10,763 | $2.5M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.18% | 6,927 | $2.4M | Add +7.6% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.17% | 100,344 | $2.3M | Reduce -3.1% |
| CMCSA Comcast Corp. Class A | 0.16% | 90,783 | $2.2M | Reduce -0.1% |
| MUST Columbia Multi-Sect Muni Inc. | 0.16% | 107,120 | $2.2M | Add +9.1% |
| RKLB Rocket Lab Corp. | 0.16% | 21,352 | $2.2M | New |
| CPSM Calamos SP500 STR Alt Promay | 0.16% | 73,632 | $2.2M | Reduce -11.1% |
| VRSK Verisk Analytics Inc. | 0.15% | 11,573 | $2.1M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.15% | 6,336 | $2.1M | Add +14.0% |
| CPSL Calm Lad S&P 500 STR A P ETF | 0.15% | 73,449 | $2.1M | Reduce -3.7% |
| DLN Wisdomtree US Largecap Divid | 0.15% | 21,019 | $2.0M | No change |
| IJH iShares Core S&P Midcap ETF | 0.14% | 25,092 | $1.9M | Add +0.0% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.14% | 39,014 | $1.9M | Reduce -20.5% |
| BIV Vanguard Intermediate-Term B | 0.14% | 24,174 | $1.9M | Reduce -25.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.13% | 13,708 | $1.8M | Add +3.7% |
| JNJ Johnson & Johnson | 0.13% | 6,887 | $1.7M | Add +91.0% |
| IWF iShares Russell 1000 Growth | 0.13% | 13,977 | $1.7M | Add +1.0% |
| GCOW Pacer Global Cash Cows Divid | 0.12% | 37,975 | $1.6M | Reduce -4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 7,487 | $1.6M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.11% | 1,260 | $1.5M | Add +26.1% |
| IWD iShares Russell 1000 Value E | 0.11% | 5,987 | $1.5M | No change |
| SMAX iShares L Cap MB Sep ETF | 0.10% | 48,101 | $1.3M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 13,734 | $1.3M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 0.09% | 15,641 | $1.3M | Reduce -5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 2,566 | $1.3M | Add +6.0% |
| XLK SS Technology Select Sector | 0.09% | 6,398 | $1.2M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.08% | 1,976 | $1.1M | Add +41.2% |
| COST Costco Wholesale Corp. | 0.08% | 1,175 | $1.1M | Add +148.9% |
| GBDC Golub Capital BDC Inc. | 0.08% | 83,925 | $1.1M | Reduce -0.3% |
| JHML John Hancock Multi Fact LRG | 0.08% | 11,750 | $1.0M | No change |
| EZM Wisdomtree US Midcap Fund | 0.07% | 13,382 | $1.0M | Reduce -14.3% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 4,270 | $937K | Add +0.0% |
| UPS United Parcel Service Class B | 0.07% | 8,514 | $915K | Reduce -2.9% |
| HDV iShares Core High Dividend E | 0.07% | 33,370 | $915K | No change |
| HD Home Depot Inc. | 0.07% | 2,591 | $914K | Add +33.1% |
| EFA iShares MSCI Eafe ETF | 0.07% | 8,795 | $914K | Add +8.9% |
| CSCO Cisco Systems Inc. | 0.07% | 7,652 | $899K | Add +46.1% |
| XOM Exxonmobil Holdings Corp. | 0.06% | 6,453 | $882K | Add +17.8% |
| VPL Vanguard Ftse Pacific ETF | 0.06% | 7,530 | $871K | Add +12.7% |
| AXP American Express Co. | 0.06% | 2,512 | $850K | Add +70.2% |
| ABBV Abbvie Inc. | 0.06% | 3,241 | $816K | Add +38.3% |
| DMAX iShares LG Cap Max Buff Dec | 0.06% | 29,647 | $811K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 2,105 | $779K | Add +35.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 10,175 | $762K | No change |
| XCEM Columbia Em Core Ex-China | 0.06% | 14,362 | $759K | Add +20.5% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 12,038 | $756K | Reduce -20.4% |
| GSIE Goldman Sachs Activebeta Int | 0.06% | 16,528 | $755K | Add +0.1% |
| CEFS Saba Opport Hedg Cef ETF-Usd | 0.05% | 28,861 | $740K | Add +1.7% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.05% | 26,500 | $733K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 2,384 | $723K | Reduce -18.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.05% | 7,035 | $720K | Reduce -7.6% |
| ARTY iShares Future AI & Tech ETF | 0.05% | 9,357 | $713K | Reduce -8.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.05% | 356 | $708K | New |
| MAXJ iShares LG Cap Max Buff Jun | 0.05% | 24,249 | $706K | Reduce -7.6% |
Portfolio Sells Q1 2026 → Q2 2026
| STIP iShares 0-5 Year Tips Bond E | Reduce -60.7% | 1.50% | −2.90 |
| EES Wisdomtree US Smallcap Fund | Reduce -42.8% | 0.33% | −0.23 |
| CB Chubb Ltd. | Reduce -2.5% | 1.83% | −0.21 |
| GPZ Vaneck Alt Asset Manager ETF | Reduce -8.6% | 0.84% | −0.21 |
| BXSL Blackstone Secured Lending F | Reduce -23.7% | 0.25% | −0.12 |
| TMFC Motley Fool 100 Index ETF | Reduce -3.4% | 5.23% | −0.10 |
| HUBB Hubbell Inc. | Reduce -68.1% | 0.04% | −0.09 |
| IUSV iShares Core S&P U.S. Value | Reduce -6.7% | 0.64% | −0.08 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.08 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.08 |
| BIV Vanguard Intermediate-Term B | Reduce -25.8% | 0.14% | −0.07 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -23.6% | 0.19% | −0.07 |
| ITOT iShares Core S&P Total U.S. | Reduce -12.8% | 0.52% | −0.07 |
| IOO iShares Global 100 ETF | Reduce -1.3% | 3.06% | −0.06 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -20.5% | 0.14% | −0.06 |
| ICOW Pacer Developed Markets Inte | Reduce -2.1% | 0.30% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -0.1% | 0.16% | −0.05 |
| OEF iShares S&P 100 ETF | Reduce -3.2% | 1.99% | −0.04 |
| CPSM Calamos SP500 STR Alt Promay | Reduce -11.1% | 0.16% | −0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -6.2% | 2.57% | −0.03 |
| GCOW Pacer Global Cash Cows Divid | Reduce -4.1% | 0.12% | −0.03 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -3.1% | 0.17% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.0% | 0.29% | −0.03 |
| HTAB Hartford Schroders Tax Aware | Reduce -52.5% | 0.02% | −0.03 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -4.9% | 0.28% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.4% | 0.99% | −0.02 |
| HMOP Hartford Municipal Opp ETF | Reduce -34.2% | 0.03% | −0.02 |
| JPEM JPM Diversified Ret Em Equit | Reduce -20.4% | 0.06% | −0.02 |
| CPSL Calm Lad S&P 500 STR A P ETF | Reduce -3.7% | 0.15% | −0.02 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.02 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -16.9% | 0.04% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.2% | 0.19% | −0.01 |
| EZM Wisdomtree US Midcap Fund | Reduce -14.3% | 0.07% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -18.2% | 0.05% | −0.01 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -24.4% | 0.02% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.8% | 0.99% | −0.01 |
| MAXJ iShares LG Cap Max Buff Jun | Reduce -7.6% | 0.05% | −0.01 |
| GBDC Golub Capital BDC Inc. | Reduce -0.3% | 0.08% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 0.10% | −0.01 |
| DIS The Walt Disney Co. | Reduce -8.0% | 0.03% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -4.9% | 0.03% | −0.01 |
| DTH Wisdomtree International Hig | Reduce -16.6% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.5% | 0.01% | −0.01 |
| UPS United Parcel Service Class B | Reduce -2.9% | 0.07% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -14.8% | 0.02% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.3% | 0.05% | −0.00 |
| JIG JPMorgan International Growt | Reduce -16.1% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| CRUX Columbia Core Bond ETF | New | 2.92% | +2.92 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.9% | 2.83% | +0.47 |
| IJR iShares Core S&P Small-Cap E | Add +1.9% | 3.72% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +32.6% | 0.75% | +0.19 |
| RKLB Rocket Lab Corp. | New | 0.16% | +0.16 |
| JMUB JPMorgan Municipal ETF | Add +22.4% | 1.75% | +0.14 |
| EMGF iShares Emerging Markets Equ | Add +11.3% | 0.85% | +0.13 |
| IDMO Invesco S&P International DE | Add +15.9% | 0.98% | +0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Add +9.3% | 2.17% | +0.09 |
| AMG Affiliated Managers Group | Add +11.0% | 0.54% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +24.9% | 0.28% | +0.08 |
| AAAA Amplius Aggressive A All ETF | Add +0.3% | 20.28% | +0.07 |
| JNJ Johnson & Johnson | Add +91.0% | 0.13% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.05% | +0.05 |
| CPAI Counterpoint Quan Equity ETF | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +24.9% | 0.22% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +148.9% | 0.08% | +0.04 |
| RKT Rocket Cos Inc. Class A | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +15.0% | 0.28% | +0.04 |
| GTOP GS Tech Opportunities ETF | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +26.1% | 0.11% | +0.03 |
| MDY State Street SPDR S&P Midcap | New | 0.03% | +0.03 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +46.1% | 0.07% | +0.03 |
| DELL Dell Technologies -C | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.03% | +0.03 |
| HIPO Hippo Holdings Inc. | New | 0.03% | +0.03 |
| AMKR Amkor Technology Inc. | New | 0.03% | +0.03 |
| AAPL Apple Inc. | Add +2.5% | 1.02% | +0.03 |
| IRM Iron Mountain Inc. | New | 0.03% | +0.03 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.03% | +0.03 |
| ARM Arm Holdings PLC-ADR | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +1.3% | 0.32% | +0.03 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +7.6% | 0.18% | +0.03 |
| AXP American Express Co. | Add +70.2% | 0.06% | +0.03 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +99.7% | 0.05% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +38.3% | 0.06% | +0.02 |
| C Citigroup Inc. | Add +83.6% | 0.03% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $1.4B | AAAA, PVAL, RECS, TMFC, JHMM |
| Q1 2026 | 175 | $1.2B | AAAA, PVAL, RECS, TMFC, STIP |
| Q4 2025 | 177 | $1.2B | AAAA, PVAL, RECS, TMFC, STIP |
| Q3 2025 | 174 | $1.2B | AAAA, PVAL, RECS, TMFC, STIP |
| Q2 2025 | 201 | $1.1B | IOO, PVAL, RECS, TMFC, QQQ |
| Q1 2025 | 183 | $961.5M | IOO, PVAL, RECS, TMFC, JHMM |
| Q4 2024 | 177 | $975.3M | IOO, PVAL, XTWO, TMFC, RECS |
| Q3 2024 | 174 | $916.1M | IOO, PVAL, BIV, XTWO, TMFC |
| Q2 2024 | 167 | $898.8M | IOO, BIV, PVAL, XTWO, ICOW |
| Q1 2024 | 178 | $892.2M | IOO, ICOW, PVAL, CALF, BIV |