Amplius Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Amplius Wealth Advisors, LLC reported 201 stock positions worth $1.1 billion. Its top holding was iShares Global 100 ETF (IOO) at 11.2% of the portfolio, followed by Putnam Focused LRG Cap Value (PVAL, 7.3%) and Columbia Resear Enh Cor ETF (RECS, 5.2%). Compared with Q1 2025, it opened 26 new positions, sold out of 8, added to 86 and reduced 61. The biggest buy was Calm Lad S&P 500 STR A P ETF (CPSL, shares +3870%) and the biggest sale iShares LG Cap Max Buff Jun (MAXJ, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- BLUE BELL, PA
- CIK
- 0001900584
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001900584-25-000005 ↗ filed Aug 4, 2025
Holdings Value
Holdings 201 stocks · $1.1B
| IOO iShares Global 100 ETF | 11.19% | 1,116,281 | $120.3M | Reduce -3.3% |
| PVAL Putnam Focused LRG Cap Value | 7.32% | 1,955,562 | $78.7M | Add +3.8% |
| RECS Columbia Resear Enh Cor ETF | 5.25% | 1,533,039 | $56.4M | Add +1.4% |
| TMFC Motley Fool 100 Index ETF | 5.24% | 873,033 | $56.3M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.67% | 71,560 | $39.5M | Add +1.5% |
| OEF iShares S&P 100 ETF | 3.60% | 127,352 | $38.8M | Add +34.9% |
| JHMM John Hancock Multi Fact Mid | 3.57% | 628,519 | $38.4M | Add +1.9% |
| GSST Goldman Sachs Ultra Short Bo | 3.26% | 692,859 | $35.0M | Add +8.0% |
| HTAB Hartford Schroders Tax Aware | 3.25% | 1,866,883 | $34.9M | Add +10.7% |
| USTB Victoryshares Short-Term Bon | 3.18% | 672,758 | $34.2M | Add +7.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.91% | 983,331 | $31.3M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 2.87% | 282,789 | $30.9M | Reduce -13.9% |
| OSEA Harbor Intl Compounders ETF | 2.56% | 939,516 | $27.5M | Add +1.0% |
| AVEM Avantis Emerging Markets Eq | 2.54% | 397,698 | $27.3M | Add +3.5% |
| CB Chubb Ltd. | 2.24% | 83,240 | $24.1M | Add +26.0% |
| DGRW Wisdomtree U.S. Quality Divi | 2.13% | 273,880 | $22.9M | Add +0.9% |
| CPSL Calm Lad S&P 500 STR A P ETF | 2.05% | 839,093 | $22.1M | Add +3869.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.80% | 172,112 | $19.4M | Add +29.4% |
| BX Blackstone Inc. | 1.79% | 128,541 | $19.2M | Add +0.8% |
| IUSG iShares Core S&P U.S. Growth | 1.66% | 118,677 | $17.8M | Reduce -0.5% |
| BXSL Blackstone Secured Lending F | 1.51% | 528,412 | $16.2M | Add +3.3% |
| ACWI iShares MSCI Acwi ETF | 1.27% | 106,425 | $13.7M | Add +51.1% |
| AAPL Apple Inc. | 1.20% | 62,956 | $12.9M | Add +6.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.14% | 27,815 | $12.3M | Reduce -7.2% |
| JMUB JPMorgan Municipal ETF | 1.08% | 233,473 | $11.6M | Reduce -10.2% |
| IUSV iShares Core S&P U.S. Value | 1.07% | 121,265 | $11.5M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.81% | 64,771 | $8.7M | Add +5.8% |
| IDMO Invesco S&P International DE | 0.69% | 145,347 | $7.4M | Add +7.1% |
| EES Wisdomtree US Smallcap Fund | 0.69% | 144,551 | $7.4M | New |
| RSP Invesco S&P 500 Equal Weight | 0.68% | 40,400 | $7.3M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 11,490 | $7.1M | Add +2.1% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.65% | 123,726 | $7.0M | Reduce -1.3% |
| MSFT Microsoft Corp. | 0.54% | 11,683 | $5.8M | Add +2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.52% | 27,558 | $5.6M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.52% | 13,202 | $5.6M | Add +1.6% |
| ICOW Pacer Developed Markets Inte | 0.52% | 163,302 | $5.6M | Reduce -12.0% |
| IAU iShares Gold Trust | 0.42% | 71,850 | $4.5M | Reduce -9.0% |
| IXUS iShares Core Intl Stock ETF | 0.41% | 56,811 | $4.4M | Add +40.2% |
| CPSM Calamos SP500 STR Alt Promay | 0.39% | 151,785 | $4.2M | Reduce -62.6% |
| BIV Vanguard Intermediate-Term B | 0.39% | 53,849 | $4.2M | Reduce -8.7% |
| VRSK Verisk Analytics Inc. | 0.38% | 13,033 | $4.1M | Add +46.8% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.37% | 80,240 | $4.0M | Reduce -9.6% |
| AMG Affiliated Managers Group | 0.36% | 19,596 | $3.9M | Add +14.0% |
| AMZN Amazon.com Inc. | 0.35% | 17,028 | $3.7M | Add +21.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.34% | 5 | $3.6M | No change |
| CMCSA Comcast Corp. Class A | 0.32% | 95,717 | $3.4M | Reduce -0.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.32% | 32,717 | $3.4M | No change |
| NVDA Nvidia Corp. | 0.31% | 20,936 | $3.3M | Add +15.8% |
| AVGO Broadcom Inc. | 0.27% | 10,502 | $2.9M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.26% | 9,649 | $2.8M | Reduce -13.4% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 42,919 | $2.7M | Add +6.0% |
| GLD SPDR Gold Shares | 0.24% | 8,621 | $2.6M | Reduce -4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 29,137 | $2.4M | Add +121.4% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.21% | 104,810 | $2.3M | Reduce -0.4% |
| GCOW Pacer Global Cash Cows Divid | 0.21% | 58,694 | $2.2M | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 12,532 | $2.2M | Reduce -7.6% |
| MUST Columbia Multi-Sect Muni Inc. | 0.20% | 108,470 | $2.2M | Add +12.0% |
| GOOGL Alphabet Inc. Class A | 0.20% | 12,237 | $2.2M | Add +13.9% |
| DLN Wisdomtree US Largecap Divid | 0.20% | 26,075 | $2.1M | No change |
| META Meta Platforms Inc. Class A | 0.18% | 2,559 | $1.9M | Add +2.8% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 9,702 | $1.8M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 3,614 | $1.8M | Reduce -1.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.15% | 22,673 | $1.7M | Add +0.0% |
| JHML John Hancock Multi Fact LRG | 0.15% | 22,023 | $1.6M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.14% | 2,712 | $1.5M | Add +27.7% |
| GOOG Alphabet Inc. Class C | 0.14% | 8,553 | $1.5M | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.13% | 7,332 | $1.4M | Add +17.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 4,622 | $1.4M | Add +1.6% |
| SMAX iShares L Cap MB Sep ETF | 0.12% | 50,101 | $1.3M | New |
| UNH Unitedhealth Group Inc. | 0.12% | 4,104 | $1.3M | Add +281.8% |
| ARTY iShares Future AI & Tech ETF | 0.12% | 31,126 | $1.3M | Add +41.7% |
| SUB iShares Short-Term National | 0.12% | 11,808 | $1.3M | New |
| HUBB Hubbell Inc. | 0.12% | 3,030 | $1.2M | Reduce -0.2% |
| MAXJ iShares LG Cap Max Buff Jun | 0.11% | 43,048 | $1.2M | Reduce -94.0% |
| PFE Pfizer Inc. | 0.10% | 46,406 | $1.1M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.10% | 1,424 | $1.1M | Reduce -7.9% |
| GSIE Goldman Sachs Activebeta Int | 0.10% | 27,849 | $1.1M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 0.10% | 17,659 | $1.1M | Add +55.3% |
| V Visa Inc. Class A | 0.10% | 2,923 | $1.0M | Add +26.7% |
| OBIL F/M US Treasury 12 Month Bil | 0.10% | 20,531 | $1.0M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.10% | 4,048 | $1.0M | No change |
| PG The Procter & Gamble Co. | 0.09% | 6,385 | $1.0M | Add +3.9% |
| HMOP Hartford Municipal Opp ETF | 0.09% | 25,055 | $959K | Reduce -29.3% |
| VONG Vanguard Russell 1000 Growth | 0.09% | 8,613 | $940K | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 3,944 | $935K | Add +33.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.09% | 18,738 | $934K | New |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,449 | $900K | Add +2.2% |
| COST Costco Wholesale Corp. | 0.08% | 871 | $862K | Add +0.6% |
| UPS United Parcel Service Class B | 0.08% | 8,267 | $834K | Reduce -0.7% |
| DMAX iShares LG Cap Max Buff Dec | 0.08% | 32,100 | $828K | New |
| JNJ Johnson & Johnson | 0.08% | 5,295 | $809K | Add +1.6% |
| HDV iShares Core High Dividend E | 0.07% | 6,765 | $793K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 2,630 | $775K | Add +1.4% |
| EFA iShares MSCI Eafe ETF | 0.07% | 8,579 | $767K | Add +6.2% |
| GBDC Golub Capital BDC Inc. | 0.07% | 52,158 | $764K | Add +2.0% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.07% | 28,500 | $734K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 6,500 | $701K | Reduce -14.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 5,593 | $694K | Reduce -7.8% |
| HD Home Depot Inc. | 0.06% | 1,864 | $683K | Reduce -2.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 5,083 | $676K | Reduce -47.5% |
Portfolio Sells Q1 2025 → Q2 2025
| MAXJ iShares LG Cap Max Buff Jun | Reduce -94.0% | 0.11% | −1.83 |
| CPSM Calamos SP500 STR Alt Promay | Reduce -62.6% | 0.39% | −0.74 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.9% | 2.87% | −0.70 |
| IOO iShares Global 100 ETF | Reduce -3.3% | 11.19% | −0.36 |
| JMUB JPMorgan Municipal ETF | Reduce -10.2% | 1.08% | −0.27 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -7.2% | 1.14% | −0.17 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.9% | 2.91% | −0.15 |
| CCRV iShares Comm Curve Carry STR | Sold out | 0.00% | −0.14 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.1% | 1.07% | −0.10 |
| ICOW Pacer Developed Markets Inte | Reduce -12.0% | 0.52% | −0.09 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -9.6% | 0.37% | −0.09 |
| BIV Vanguard Intermediate-Term B | Reduce -8.7% | 0.39% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.7% | 0.68% | −0.07 |
| IAU iShares Gold Trust | Reduce -9.0% | 0.42% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -47.5% | 0.06% | −0.06 |
| HMOP Hartford Municipal Opp ETF | Reduce -29.3% | 0.09% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.32% | −0.05 |
| OBDC Blue Owl Capital Corp. | Reduce -58.3% | 0.02% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.16% | −0.04 |
| JPEM JPM Diversified Ret Em Equit | Reduce -1.3% | 0.65% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.6% | 0.21% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -40.4% | 0.05% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -39.6% | 0.04% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -7.9% | 0.10% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -14.8% | 0.07% | −0.03 |
| XCEM Columbia Em Core Ex-China | Reduce -41.9% | 0.04% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -25.5% | 0.06% | −0.03 |
| GLD SPDR Gold Shares | Reduce -4.2% | 0.24% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.03 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.02 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -27.4% | 0.04% | −0.02 |
| GCOW Pacer Global Cash Cows Divid | Reduce -2.6% | 0.21% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -13.4% | 0.26% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.02 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -0.4% | 0.21% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.10% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.7% | 0.08% | −0.02 |
| CVX Chevron Corp. | Reduce -4.4% | 0.04% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -0.4% | 0.05% | −0.01 |
| MPA BlackRock Muniyield Pa Qltyv | Sold out | 0.00% | −0.01 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -1.4% | 0.10% | −0.01 |
| AON Aon PLC Class A | Reduce -0.1% | 0.04% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -18.0% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -2.4% | 0.06% | −0.01 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -3.8% | 0.04% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -0.3% | 0.02% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -9.6% | 0.02% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| CPSL Calm Lad S&P 500 STR A P ETF | Add +3869.8% | 2.05% | +2.00 |
| OEF iShares S&P 100 ETF | Add +34.9% | 3.60% | +0.95 |
| EES Wisdomtree US Smallcap Fund | New | 0.69% | +0.69 |
| ACWI iShares MSCI Acwi ETF | Add +51.1% | 1.27% | +0.42 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +29.4% | 1.80% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.5% | 3.67% | +0.23 |
| CB Chubb Ltd. | Add +26.0% | 2.24% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +3.5% | 2.54% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +121.4% | 0.23% | +0.12 |
| SMAX iShares L Cap MB Sep ETF | New | 0.12% | +0.12 |
| SUB iShares Short-Term National | New | 0.12% | +0.12 |
| IXUS iShares Core Intl Stock ETF | Add +40.2% | 0.41% | +0.11 |
| NVDA Nvidia Corp. | Add +15.8% | 0.31% | +0.10 |
| VRSK Verisk Analytics Inc. | Add +46.8% | 0.38% | +0.10 |
| MSFT Microsoft Corp. | Add +2.8% | 0.54% | +0.10 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.09% | +0.09 |
| DMAX iShares LG Cap Max Buff Dec | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +21.2% | 0.35% | +0.07 |
| IDMO Invesco S&P International DE | Add +7.1% | 0.69% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +281.8% | 0.12% | +0.06 |
| AMG Affiliated Managers Group | Add +14.0% | 0.36% | +0.06 |
| VT Vanguard Tot World STK ETF | New | 0.06% | +0.06 |
| ARTY iShares Future AI & Tech ETF | Add +41.7% | 0.12% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| EZM Wisdomtree US Midcap Fund | New | 0.04% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +5.8% | 0.81% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +55.3% | 0.10% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +1.6% | 0.52% | +0.03 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| MUB iShares National Muni Bond E | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +27.7% | 0.14% | +0.03 |
| JMST JPM Ultra-Short Muni Income | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +13.9% | 0.20% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.18% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | New | 0.02% | +0.02 |
| MDT Medtronic PLC | New | 0.02% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| MOH Molina Healthcare Inc. | New | 0.02% | +0.02 |
| MMM 3M Co. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +65.2% | 0.06% | +0.02 |
| RECS Columbia Resear Enh Cor ETF | Add +1.4% | 5.25% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| AMP Ameriprise Financial Inc. | New | 0.02% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.02% | +0.02 |
| VXF Vanguard Extended Market ETF | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +117.4% | 0.05% | +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 |