Amplius Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Amplius Wealth Advisors, LLC reported 174 stock positions worth $1.2 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, 7.4%) and Columbia Resear Enh Cor ETF (RECS, 5.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 34, added to 36 and reduced 116. The biggest buy was a new position in Amplius Aggressive A All ETF (AAAA) and the biggest sale iShares Global 100 ETF (IOO, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- BLUE BELL, PA
- CIK
- 0001900584
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0001900584-25-000007 ↗ filed Oct 21, 2025
Holdings Value
Holdings 174 stocks · $1.2B
| AAAA Amplius Aggressive A All ETF | 20.27% | 8,794,030 | $234.5M | New |
| PVAL Putnam Focused LRG Cap Value | 7.41% | 2,006,838 | $85.7M | Add +2.6% |
| RECS Columbia Resear Enh Cor ETF | 5.58% | 1,599,668 | $64.5M | Add +4.3% |
| TMFC Motley Fool 100 Index ETF | 5.50% | 902,184 | $63.6M | Add +3.3% |
| STIP iShares 0-5 Year Tips Bond E | 4.19% | 469,418 | $48.5M | Add +17600.5% |
| JHMM John Hancock Multi Fact Mid | 3.68% | 658,647 | $42.6M | Add +4.8% |
| GSST Goldman Sachs Ultra Short Bo | 3.43% | 783,434 | $39.7M | Add +13.1% |
| IOO iShares Global 100 ETF | 3.43% | 330,257 | $39.6M | Reduce -70.4% |
| USTB Victoryshares Short-Term Bon | 3.36% | 762,893 | $38.9M | Add +13.4% |
| IJR iShares Core S&P Small-Cap E | 3.28% | 319,082 | $37.9M | Add +12.8% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 2.71% | 1,016,251 | $31.3M | New |
| AVEM Avantis Emerging Markets Eq | 2.61% | 401,410 | $30.1M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.29% | 44,215 | $26.5M | Reduce -38.2% |
| OEF iShares S&P 100 ETF | 2.14% | 74,251 | $24.7M | Reduce -41.7% |
| DGRW Wisdomtree U.S. Quality Divi | 1.91% | 248,994 | $22.2M | Reduce -9.1% |
| BX Blackstone Inc. | 1.86% | 125,821 | $21.5M | Reduce -2.1% |
| CB Chubb Ltd. | 1.86% | 76,070 | $21.5M | Reduce -8.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.75% | 178,222 | $20.3M | Add +3.5% |
| JMUB JPMorgan Municipal ETF | 1.30% | 297,515 | $15.0M | Add +27.4% |
| BXSL Blackstone Secured Lending F | 1.28% | 568,826 | $14.8M | Add +7.7% |
| AAPL Apple Inc. | 1.07% | 48,491 | $12.3M | Reduce -23.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.02% | 25,531 | $11.8M | Reduce -8.2% |
| ACWI iShares MSCI Acwi ETF | 0.97% | 81,208 | $11.2M | Reduce -23.7% |
| IUSV iShares Core S&P U.S. Value | 0.76% | 87,703 | $8.8M | Reduce -27.7% |
| IDMO Invesco S&P International DE | 0.75% | 160,469 | $8.7M | Add +10.4% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.67% | 130,446 | $7.7M | Add +5.4% |
| ITOT iShares Core S&P Total U.S. | 0.65% | 51,395 | $7.5M | Reduce -20.6% |
| IUSG iShares Core S&P U.S. Growth | 0.62% | 43,598 | $7.2M | Reduce -63.3% |
| EES Wisdomtree US Smallcap Fund | 0.59% | 122,285 | $6.8M | Reduce -15.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 10,140 | $6.8M | Reduce -11.8% |
| IAU iShares Gold Trust | 0.43% | 68,231 | $5.0M | Reduce -5.0% |
| AMG Affiliated Managers Group | 0.40% | 19,596 | $4.7M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 23,846 | $4.5M | Reduce -41.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.38% | 130,194 | $4.4M | Reduce -86.8% |
| ICOW Pacer Developed Markets Inte | 0.35% | 110,600 | $4.0M | Reduce -32.3% |
| MSFT Microsoft Corp. | 0.35% | 7,773 | $4.0M | Reduce -33.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 5 | $3.8M | No change |
| BIV Vanguard Intermediate-Term B | 0.32% | 47,127 | $3.7M | Reduce -12.5% |
| IXUS iShares Core Intl Stock ETF | 0.30% | 41,565 | $3.4M | Reduce -26.8% |
| AMZN Amazon.com Inc. | 0.29% | 15,238 | $3.3M | Reduce -10.5% |
| VRSK Verisk Analytics Inc. | 0.26% | 12,185 | $3.1M | Reduce -6.5% |
| GLD SPDR Gold Shares | 0.26% | 8,583 | $3.1M | Reduce -0.4% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.26% | 61,303 | $3.0M | Reduce -23.6% |
| CPSM Calamos SP500 STR Alt Promay | 0.26% | 105,219 | $3.0M | Reduce -30.7% |
| CMCSA Comcast Corp. Class A | 0.25% | 92,255 | $2.9M | Reduce -3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 11,786 | $2.5M | Reduce -57.2% |
| NVDA Nvidia Corp. | 0.21% | 13,202 | $2.5M | Reduce -36.9% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.20% | 104,664 | $2.4M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.20% | 7,047 | $2.3M | Reduce -32.9% |
| CPSL Calm Lad S&P 500 STR A P ETF | 0.20% | 85,495 | $2.3M | Reduce -89.8% |
| JPM JPMorgan Chase & Co. | 0.18% | 6,571 | $2.1M | Reduce -31.9% |
| GOOGL Alphabet Inc. Class A | 0.17% | 8,169 | $2.0M | Reduce -33.2% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 29,043 | $1.9M | Reduce -32.3% |
| MUST Columbia Multi-Sect Muni Inc. | 0.16% | 91,685 | $1.9M | Reduce -15.5% |
| GCOW Pacer Global Cash Cows Divid | 0.15% | 44,793 | $1.8M | Reduce -23.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 20,292 | $1.8M | Reduce -30.4% |
| IWF iShares Russell 1000 Growth | 0.15% | 3,718 | $1.7M | Reduce -71.8% |
| DLN Wisdomtree US Largecap Divid | 0.14% | 18,113 | $1.6M | Reduce -30.5% |
| GOOG Alphabet Inc. Class C | 0.13% | 6,335 | $1.5M | Reduce -25.9% |
| RWL Invesco S&P 500 Revenue ETF | 0.12% | 12,835 | $1.4M | Reduce -60.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 2,763 | $1.4M | Reduce -23.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 7,024 | $1.3M | Reduce -44.0% |
| HUBB Hubbell Inc. | 0.11% | 3,004 | $1.3M | Reduce -0.9% |
| SMAX iShares L Cap MB Sep ETF | 0.11% | 48,101 | $1.3M | Reduce -4.0% |
| IWD iShares Russell 1000 Value E | 0.11% | 5,987 | $1.2M | Reduce -18.3% |
| IEMG iShares Core MSCI Emerging | 0.10% | 17,706 | $1.2M | Add +0.3% |
| PFE Pfizer Inc. | 0.10% | 43,292 | $1.1M | Reduce -6.7% |
| META Meta Platforms Inc. Class A | 0.09% | 1,475 | $1.1M | Reduce -42.4% |
| EZM Wisdomtree US Midcap Fund | 0.09% | 15,250 | $1.0M | Add +129.3% |
| JHML John Hancock Multi Fact LRG | 0.08% | 12,368 | $969K | Reduce -43.8% |
| OBIL F/M US Treasury 12 Month Bil | 0.08% | 19,116 | $962K | Reduce -6.9% |
| XLK SS Technology Select Sector | 0.08% | 3,330 | $939K | Reduce -17.7% |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,391 | $931K | Reduce -4.0% |
| SUB iShares Short-Term National | 0.08% | 8,708 | $930K | Reduce -26.3% |
| HTAB Hartford Schroders Tax Aware | 0.08% | 48,013 | $918K | Reduce -97.4% |
| UPS United Parcel Service Class B | 0.08% | 10,400 | $869K | Add +25.8% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 4,267 | $830K | Reduce -56.0% |
| HDV iShares Core High Dividend E | 0.07% | 6,674 | $817K | Reduce -1.4% |
| MAXJ iShares LG Cap Max Buff Jun | 0.07% | 29,067 | $815K | Reduce -32.5% |
| DMAX iShares LG Cap Max Buff Dec | 0.07% | 30,100 | $795K | Reduce -6.2% |
| ARTY iShares Future AI & Tech ETF | 0.07% | 17,276 | $791K | Reduce -44.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 10,734 | $789K | Reduce -52.7% |
| HD Home Depot Inc. | 0.07% | 1,918 | $777K | Add +2.9% |
| PG The Procter & Gamble Co. | 0.07% | 5,035 | $774K | Reduce -21.1% |
| LLY Eli Lilly & Co. | 0.07% | 993 | $758K | Reduce -30.3% |
| EFA iShares MSCI Eafe ETF | 0.07% | 8,080 | $754K | Reduce -5.8% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.07% | 28,500 | $753K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 2,905 | $739K | Reduce -26.3% |
| GBDC Golub Capital BDC Inc. | 0.06% | 53,597 | $734K | Add +2.8% |
| GSIE Goldman Sachs Activebeta Int | 0.06% | 17,832 | $733K | Reduce -36.0% |
| UNH Unitedhealth Group Inc. | 0.06% | 2,097 | $724K | Reduce -48.9% |
| HMOP Hartford Municipal Opp ETF | 0.06% | 18,521 | $722K | Reduce -26.1% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 5,634 | $680K | Add +0.1% |
| ABBV Abbvie Inc. | 0.05% | 2,662 | $616K | Reduce -6.3% |
| CEFS Saba Opport Hedg Cef ETF-Usd | 0.05% | 27,049 | $616K | Add +1.3% |
| JNJ Johnson & Johnson | 0.05% | 3,207 | $595K | Reduce -39.4% |
| MPC Marathon Petroleum Corp. | 0.05% | 3,060 | $590K | New |
| XCEM Columbia Em Core Ex-China | 0.05% | 15,371 | $558K | Add +14.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 4,812 | $551K | Reduce -14.0% |
| CPNJ Calamos NSDQ100 Alt ETF | 0.05% | 20,500 | $546K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IOO iShares Global 100 ETF | Reduce -70.4% | 3.43% | −7.77 |
| HTAB Hartford Schroders Tax Aware | Reduce -97.4% | 0.08% | −3.17 |
| OSEA Harbor Intl Compounders ETF | Reduce -99.0% | 0.02% | −2.53 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -86.8% | 0.38% | −2.53 |
| CPSL Calm Lad S&P 500 STR A P ETF | Reduce -89.8% | 0.20% | −1.85 |
| OEF iShares S&P 100 ETF | Reduce -41.7% | 2.14% | −1.47 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -38.2% | 2.29% | −1.38 |
| IUSG iShares Core S&P U.S. Growth | Reduce -63.3% | 0.62% | −1.04 |
| CB Chubb Ltd. | Reduce -8.6% | 1.86% | −0.39 |
| IWF iShares Russell 1000 Growth | Reduce -71.8% | 0.15% | −0.37 |
| IUSV iShares Core S&P U.S. Value | Reduce -27.7% | 0.76% | −0.31 |
| VIG Vanguard Dividend Apprec ETF | Reduce -57.2% | 0.22% | −0.30 |
| ACWI iShares MSCI Acwi ETF | Reduce -23.7% | 0.97% | −0.30 |
| RSP Invesco S&P 500 Equal Weight | Reduce -41.0% | 0.39% | −0.29 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -9.1% | 1.91% | −0.22 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -60.8% | 0.12% | −0.19 |
| MSFT Microsoft Corp. | Reduce -33.5% | 0.35% | −0.19 |
| ICOW Pacer Developed Markets Inte | Reduce -32.3% | 0.35% | −0.17 |
| ITOT iShares Core S&P Total U.S. | Reduce -20.6% | 0.65% | −0.17 |
| CPSM Calamos SP500 STR Alt Promay | Reduce -30.7% | 0.26% | −0.14 |
| AAPL Apple Inc. | Reduce -23.0% | 1.07% | −0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -8.2% | 1.02% | −0.12 |
| VRSK Verisk Analytics Inc. | Reduce -6.5% | 0.26% | −0.11 |
| IXUS iShares Core Intl Stock ETF | Reduce -26.8% | 0.30% | −0.11 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -23.6% | 0.26% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -70.0% | 0.04% | −0.10 |
| NVDA Nvidia Corp. | Reduce -36.9% | 0.21% | −0.09 |
| EES Wisdomtree US Smallcap Fund | Reduce -15.4% | 0.59% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -72.3% | 0.04% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Reduce -56.0% | 0.07% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -44.0% | 0.11% | −0.09 |
| VUSB Vanguard Ultra Short Bond Et | Sold out | 0.00% | −0.09 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -52.7% | 0.07% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -32.3% | 0.16% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -42.4% | 0.09% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -31.9% | 0.18% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.8% | 0.58% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -30.4% | 0.15% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -12.5% | 0.32% | −0.07 |
| AVGO Broadcom Inc. | Reduce -32.9% | 0.20% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -3.6% | 0.25% | −0.07 |
| JHML John Hancock Multi Fact LRG | Reduce -43.8% | 0.08% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -74.0% | 0.02% | −0.06 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.06 |
| DLN Wisdomtree US Largecap Divid | Reduce -30.5% | 0.14% | −0.06 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -10.5% | 0.29% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -48.9% | 0.06% | −0.06 |
| V Visa Inc. Class A | Reduce -53.3% | 0.04% | −0.06 |
| GCOW Pacer Global Cash Cows Divid | Reduce -23.7% | 0.15% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| AAAA Amplius Aggressive A All ETF | New | 20.27% | +20.27 |
| STIP iShares 0-5 Year Tips Bond E | Add +17600.5% | 4.19% | +4.17 |
| CGIC Cap Group Intl Core Eq | New | 2.71% | +2.71 |
| IJR iShares Core S&P Small-Cap E | Add +12.8% | 3.28% | +0.40 |
| RECS Columbia Resear Enh Cor ETF | Add +4.3% | 5.58% | +0.33 |
| TMFC Motley Fool 100 Index ETF | Add +3.3% | 5.50% | +0.26 |
| JMUB JPMorgan Municipal ETF | Add +27.4% | 1.30% | +0.22 |
| USTB Victoryshares Short-Term Bon | Add +13.4% | 3.36% | +0.18 |
| GSST Goldman Sachs Ultra Short Bo | Add +13.1% | 3.43% | +0.17 |
| JHMM John Hancock Multi Fact Mid | Add +4.8% | 3.68% | +0.11 |
| PVAL Putnam Focused LRG Cap Value | Add +2.6% | 7.41% | +0.09 |
| AVEM Avantis Emerging Markets Eq | Add +0.9% | 2.61% | +0.07 |
| IDMO Invesco S&P International DE | Add +10.4% | 0.75% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.05% | +0.05 |
| EZM Wisdomtree US Midcap Fund | Add +129.3% | 0.09% | +0.05 |
| AEE Ameren Corporation | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.02% | +0.02 |
| JPEM JPM Diversified Ret Em Equit | Add +5.4% | 0.67% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +36.2% | 0.04% | +0.01 |
| XCEM Columbia Em Core Ex-China | Add +14.1% | 0.05% | +0.01 |
| COTY Coty Inc. Class A | New | 0.00% | +0.00 |
| HD Home Depot Inc. | Add +2.9% | 0.07% | +0.00 |
| NEE Nextera Energy Inc. | Add +10.7% | 0.03% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Add +0.0% | 0.03% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.3% | 0.10% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.06% | +0.00 |
| BSTZ BlackRock Sci & Tech TRM TR | Add +2.8% | 0.03% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +1.0% | 0.03% | +0.00 |
| PJT PJT Partners Inc. Class A | Add +0.1% | 0.04% | +0.00 |
| ED Consolidated Edison Inc. | Add +6.8% | 0.02% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.02% | −0.00 |
| NOW ServiceNow Inc. | Add +15.2% | 0.02% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.8% | 0.03% | −0.00 |
| BCAT BlackRock Capital Alloc TR | Add +5.2% | 0.04% | −0.00 |
| BXMT Blackstone Mortgage Tru Class A | Add +2.4% | 0.02% | −0.00 |
| CEFS Saba Opport Hedg Cef ETF-Usd | Add +1.3% | 0.05% | −0.00 |
| ET Energy Transfer LP | Add +3.9% | 0.02% | −0.00 |
| UPS United Parcel Service Class B | Add +25.8% | 0.08% | −0.00 |
| T AT&T Inc. | Add +2.1% | 0.04% | −0.00 |
| GBDC Golub Capital BDC Inc. | Add +2.8% | 0.06% | −0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +3.5% | 1.75% | −0.05 |
| BXSL Blackstone Secured Lending F | Add +7.7% | 1.28% | −0.23 |
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 |