Amplius Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Amplius Wealth Advisors, LLC reported 177 stock positions worth $1.2 billion. Its top holding was Amplius Aggressive A All ETF (AAAA) at 20.5% of the portfolio, followed by Putnam Focused LRG Cap Value (PVAL, 7.8%) and Columbia Resear Enh Cor ETF (RECS, 5.6%). Compared with Q3 2025, it opened 9 new positions, sold out of 6, added to 67 and reduced 72. The biggest buy was Putnam Focused LRG Cap Value (PVAL, shares +2%) and the biggest sale Blackstone Secured Lending F (BXSL, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- BLUE BELL, PA
- CIK
- 0001900584
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0001900584-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 177 stocks · $1.2B
| AAAA Amplius Aggressive A All ETF | 20.52% | 8,947,289 | $244.6M | Add +1.7% |
| PVAL Putnam Focused LRG Cap Value | 7.80% | 2,039,763 | $93.0M | Add +1.6% |
| RECS Columbia Resear Enh Cor ETF | 5.57% | 1,624,583 | $66.3M | Add +1.6% |
| TMFC Motley Fool 100 Index ETF | 5.50% | 914,215 | $65.6M | Add +1.3% |
| STIP iShares 0-5 Year Tips Bond E | 4.15% | 482,698 | $49.4M | Add +2.8% |
| JHMM John Hancock Multi Fact Mid | 3.70% | 672,760 | $44.1M | Add +2.1% |
| IOO iShares Global 100 ETF | 3.44% | 323,379 | $41.0M | Reduce -2.1% |
| GSST Goldman Sachs Ultra Short Bo | 3.33% | 787,192 | $39.7M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 3.30% | 327,185 | $39.3M | Add +2.5% |
| USTB Victoryshares Short-Term Bon | 3.28% | 769,637 | $39.1M | Add +0.9% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 2.82% | 1,032,666 | $33.6M | Add +1.6% |
| AVEM Avantis Emerging Markets Eq | 2.63% | 407,425 | $31.4M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.32% | 45,065 | $27.7M | Add +1.9% |
| OEF iShares S&P 100 ETF | 2.13% | 73,992 | $25.4M | Reduce -0.3% |
| CB Chubb Ltd. | 1.95% | 74,311 | $23.2M | Reduce -2.3% |
| DGRW Wisdomtree U.S. Quality Divi | 1.92% | 255,977 | $22.9M | Add +2.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.85% | 191,833 | $22.1M | Add +7.6% |
| BX Blackstone Inc. | 1.64% | 126,826 | $19.5M | Add +0.8% |
| JMUB JPMorgan Municipal ETF | 1.41% | 333,858 | $16.9M | Add +12.2% |
| AAPL Apple Inc. | 1.08% | 47,548 | $12.9M | Reduce -1.9% |
| ACWI iShares MSCI Acwi ETF | 1.03% | 86,438 | $12.2M | Add +6.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.01% | 25,169 | $12.1M | Reduce -1.4% |
| BXSL Blackstone Secured Lending F | 0.89% | 401,117 | $10.6M | Reduce -29.5% |
| IDMO Invesco S&P International DE | 0.79% | 168,834 | $9.4M | Add +5.2% |
| IUSV iShares Core S&P U.S. Value | 0.75% | 87,270 | $8.9M | Reduce -0.5% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 137,618 | $8.4M | Add +5.5% |
| ITOT iShares Core S&P Total U.S. | 0.62% | 49,313 | $7.3M | Reduce -4.0% |
| IUSG iShares Core S&P U.S. Growth | 0.60% | 42,529 | $7.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 10,312 | $7.0M | Add +1.7% |
| EES Wisdomtree US Smallcap Fund | 0.57% | 119,390 | $6.8M | Reduce -2.4% |
| AMG Affiliated Managers Group | 0.47% | 19,613 | $5.7M | Add +0.1% |
| IAU iShares Gold Trust | 0.44% | 64,690 | $5.3M | Reduce -5.2% |
| ICOW Pacer Developed Markets Inte | 0.35% | 108,802 | $4.2M | Reduce -1.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.33% | 114,440 | $3.9M | Reduce -12.1% |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 20,319 | $3.9M | Reduce -14.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 5 | $3.8M | No change |
| MSFT Microsoft Corp. | 0.31% | 7,540 | $3.6M | Reduce -3.0% |
| BIV Vanguard Intermediate-Term B | 0.30% | 46,091 | $3.6M | Reduce -2.2% |
| IXUS iShares Core Intl Stock ETF | 0.30% | 41,555 | $3.5M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 0.27% | 13,755 | $3.2M | Reduce -9.7% |
| GLD SPDR Gold Shares | 0.26% | 7,730 | $3.1M | Reduce -9.9% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.25% | 59,980 | $3.0M | Reduce -2.2% |
| CPSM Calamos SP500 STR Alt Promay | 0.24% | 101,231 | $2.9M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.23% | 8,724 | $2.7M | Add +6.8% |
| VRSK Verisk Analytics Inc. | 0.23% | 12,186 | $2.7M | Add +0.0% |
| CMCSA Comcast Corp. Class A | 0.23% | 90,499 | $2.7M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.22% | 7,504 | $2.6M | Add +6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 11,349 | $2.5M | Reduce -3.7% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.20% | 104,707 | $2.4M | Add +0.0% |
| NVDA Nvidia Corp. | 0.19% | 12,132 | $2.3M | Reduce -8.1% |
| CPSL Calm Lad S&P 500 STR A P ETF | 0.18% | 79,139 | $2.2M | Reduce -7.4% |
| GOOG Alphabet Inc. Class C | 0.17% | 6,340 | $2.0M | Add +0.1% |
| MUST Columbia Multi-Sect Muni Inc. | 0.15% | 88,152 | $1.8M | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 0.15% | 5,605 | $1.8M | Reduce -14.7% |
| DLN Wisdomtree US Largecap Divid | 0.15% | 20,213 | $1.8M | Add +11.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 19,519 | $1.7M | Reduce -3.8% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 26,364 | $1.7M | Reduce -9.2% |
| IWF iShares Russell 1000 Growth | 0.14% | 3,460 | $1.6M | Reduce -6.9% |
| GCOW Pacer Global Cash Cows Divid | 0.14% | 39,638 | $1.6M | Reduce -11.5% |
| BIZD Vaneck BDC Income ETF | 0.12% | 104,326 | $1.5M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 7,135 | $1.4M | Add +1.6% |
| HUBB Hubbell Inc. | 0.11% | 3,004 | $1.3M | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.11% | 11,651 | $1.3M | Reduce -9.2% |
| IWD iShares Russell 1000 Value E | 0.11% | 6,250 | $1.3M | Add +4.4% |
| SMAX iShares L Cap MB Sep ETF | 0.11% | 48,101 | $1.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,423 | $1.2M | Reduce -12.3% |
| IEMG iShares Core MSCI Emerging | 0.10% | 17,370 | $1.2M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.09% | 1,027 | $1.1M | Add +3.4% |
| JHML John Hancock Multi Fact LRG | 0.08% | 12,368 | $988K | No change |
| XLK SS Technology Select Sector | 0.08% | 6,660 | $959K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,396 | $956K | Add +0.4% |
| EZM Wisdomtree US Midcap Fund | 0.08% | 14,084 | $941K | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 0.08% | 1,409 | $930K | Reduce -4.5% |
| SUB iShares Short-Term National | 0.08% | 8,708 | $929K | No change |
| OBIL F/M US Treasury 12 Month Bil | 0.07% | 17,616 | $884K | Reduce -7.8% |
| UPS United Parcel Service Class B | 0.07% | 8,733 | $866K | Reduce -16.0% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 4,268 | $848K | Add +0.0% |
| MAXJ iShares LG Cap Max Buff Jun | 0.07% | 29,067 | $820K | No change |
| HDV iShares Core High Dividend E | 0.07% | 6,674 | $812K | No change |
| DMAX iShares LG Cap Max Buff Dec | 0.07% | 29,647 | $791K | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 0.07% | 8,079 | $776K | Reduce -0.0% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.06% | 28,500 | $763K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 2,909 | $750K | Add +0.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 10,175 | $727K | Reduce -5.2% |
| PG The Procter & Gamble Co. | 0.06% | 5,000 | $717K | Reduce -0.7% |
| HMOP Hartford Municipal Opp ETF | 0.06% | 18,221 | $713K | Reduce -1.6% |
| HTAB Hartford Schroders Tax Aware | 0.06% | 37,190 | $712K | Reduce -22.5% |
| GSIE Goldman Sachs Activebeta Int | 0.06% | 16,508 | $709K | Reduce -7.4% |
| JNJ Johnson & Johnson | 0.06% | 3,366 | $697K | Add +5.0% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 5,639 | $695K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.06% | 2,076 | $685K | Reduce -1.0% |
| HD Home Depot Inc. | 0.06% | 1,991 | $685K | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.05% | 5,277 | $635K | Add +16.9% |
| CEFS Saba Opport Hedg Cef ETF-Usd | 0.05% | 27,551 | $635K | Add +1.9% |
| GBDC Golub Capital BDC Inc. | 0.05% | 42,083 | $571K | Reduce -21.5% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 3,199 | $569K | Add +6.9% |
| CPNJ Calamos NSDQ100 Alt ETF | 0.05% | 20,500 | $553K | No change |
| AXP American Express Co. | 0.05% | 1,491 | $552K | Add +1.5% |
| V Visa Inc. Class A | 0.05% | 1,564 | $549K | Add +14.6% |
| WMT Walmart Inc. | 0.05% | 4,915 | $548K | Add +3.8% |
Portfolio Sells Q3 2025 → Q4 2025
| BXSL Blackstone Secured Lending F | Reduce -29.5% | 0.89% | −0.40 |
| PFE Pfizer Inc. | Reduce -75.9% | 0.02% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -14.8% | 0.33% | −0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -12.1% | 0.33% | −0.05 |
| MSFT Microsoft Corp. | Reduce -3.0% | 0.31% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.0% | 0.62% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -48.8% | 0.02% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -14.7% | 0.15% | −0.03 |
| OSEA Harbor Intl Compounders ETF | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.9% | 0.23% | −0.02 |
| NVDA Nvidia Corp. | Reduce -8.1% | 0.19% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -9.7% | 0.27% | −0.02 |
| ARTY iShares Future AI & Tech ETF | Reduce -34.8% | 0.05% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.5% | 0.60% | −0.02 |
| EES Wisdomtree US Smallcap Fund | Reduce -2.4% | 0.57% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| HTAB Hartford Schroders Tax Aware | Reduce -22.5% | 0.06% | −0.02 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.3% | 0.10% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.2% | 0.15% | −0.02 |
| CPSL Calm Lad S&P 500 STR A P ETF | Reduce -7.4% | 0.18% | −0.02 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -2.2% | 0.30% | −0.02 |
| GCOW Pacer Global Cash Cows Divid | Reduce -11.5% | 0.14% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 0.08% | −0.02 |
| GBDC Golub Capital BDC Inc. | Reduce -21.5% | 0.05% | −0.02 |
| CPSM Calamos SP500 STR Alt Promay | Reduce -3.8% | 0.24% | −0.01 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -2.2% | 0.25% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -6.9% | 0.14% | −0.01 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -9.2% | 0.11% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.7% | 0.21% | −0.01 |
| MUST Columbia Multi-Sect Muni Inc. | Reduce -3.9% | 0.15% | −0.01 |
| T AT&T Inc. | Reduce -11.5% | 0.03% | −0.01 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -7.8% | 0.07% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.4% | 1.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -12.1% | 0.04% | −0.01 |
| EZM Wisdomtree US Midcap Fund | Reduce -7.7% | 0.08% | −0.01 |
| ACM Aecom | Reduce -0.2% | 0.02% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -0.3% | 2.13% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -5.2% | 0.06% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.5% | 0.75% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -15.3% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.06% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.8% | 0.15% | −0.01 |
| GLD SPDR Gold Shares | Reduce -9.9% | 0.26% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -15.0% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 0.06% | −0.01 |
| BSTZ BlackRock Sci & Tech TRM TR | Reduce -13.4% | 0.03% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -16.3% | 0.03% | −0.00 |
| TROX Tronox Holdings PLC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| PVAL Putnam Focused LRG Cap Value | Add +1.6% | 7.80% | +0.39 |
| AAAA Amplius Aggressive A All ETF | Add +1.7% | 20.52% | +0.25 |
| BIZD Vaneck BDC Income ETF | New | 0.12% | +0.12 |
| JMUB JPMorgan Municipal ETF | Add +12.2% | 1.41% | +0.12 |
| CGIC Cap Group Intl Core Eq | Add +1.6% | 2.82% | +0.11 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +7.6% | 1.85% | +0.10 |
| AMG Affiliated Managers Group | Add +0.1% | 0.47% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +6.8% | 0.23% | +0.06 |
| ACWI iShares MSCI Acwi ETF | Add +6.4% | 1.03% | +0.06 |
| IDMO Invesco S&P International DE | Add +5.2% | 0.79% | +0.04 |
| JPEM JPM Diversified Ret Em Equit | Add +5.5% | 0.70% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.17% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.9% | 2.32% | +0.03 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.09% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Add +1.5% | 2.63% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +2.5% | 3.30% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| MMM 3M Co. | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +6.5% | 0.22% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +76.2% | 0.03% | +0.02 |
| RITM Rithm Capital Corp. | New | 0.01% | +0.01 |
| DLN Wisdomtree US Largecap Divid | Add +11.6% | 0.15% | +0.01 |
| JHMM John Hancock Multi Fact Mid | Add +2.1% | 3.70% | +0.01 |
| XOM Exxon Mobil Corp. | Add +16.9% | 0.05% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +27.5% | 0.03% | +0.01 |
| JNJ Johnson & Johnson | Add +5.0% | 0.06% | +0.01 |
| BTX BlackRock Tech & Priv Eqty | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 0.59% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +2.8% | 1.92% | +0.01 |
| V Visa Inc. Class A | Add +14.6% | 0.05% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +4.4% | 0.11% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Add +0.3% | 0.03% | +0.00 |
| XAI OCTAGN FLT RAT & ALT INM | New | 0.00% | +0.00 |
| TMFC Motley Fool 100 Index ETF | Add +1.3% | 5.50% | +0.00 |
| AXP American Express Co. | Add +1.5% | 0.05% | +0.00 |
| ET Energy Transfer LP | Add +27.3% | 0.03% | +0.00 |
| WMT Walmart Inc. | Add +3.8% | 0.05% | +0.00 |
| OBDC Blue Owl Capital Corp. | Add +18.2% | 0.02% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 0.03% | +0.00 |
| BAC Bank of America Corp. | Add +0.4% | 0.04% | +0.00 |
| GE General Electric | Add +5.0% | 0.03% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.6% | 0.11% | +0.00 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +2.1% | 0.03% | +0.00 |
| JMST JPM Ultra-Short Muni Income | Add +5.5% | 0.04% | +0.00 |
| BXMT Blackstone Mortgage Tru Class A | Add +2.6% | 0.02% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +4.8% | 0.02% | +0.00 |
| TSLA Tesla Inc. | Add +3.6% | 0.04% | +0.00 |
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 |