Amplius Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Amplius Wealth Advisors, LLC reported 175 stock positions worth $1.2 billion. Its top holding was Amplius Aggressive A All ETF (AAAA) at 20.2% of the portfolio, followed by Putnam Focused LRG Cap Value (PVAL, 7.7%) and Columbia Resear Enh Cor ETF (RECS, 5.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 12, added to 63 and reduced 71. The biggest buy was a new position in Vaneck Alt Asset Manager ETF (GPZ) and the biggest sale JPM Diversified Ret Em Equit (JPEM, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- BLUE BELL, PA
- CIK
- 0001900584
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001900584-26-000003 ↗ filed Apr 13, 2026
Holdings Value
Holdings 175 stocks · $1.2B
| AAAA Amplius Aggressive A All ETF | 20.21% | 9,065,825 | $242.5M | Add +1.3% |
| PVAL Putnam Focused LRG Cap Value | 7.65% | 1,978,456 | $91.8M | Reduce -3.0% |
| RECS Columbia Resear Enh Cor ETF | 5.40% | 1,662,973 | $64.8M | Add +2.4% |
| TMFC Motley Fool 100 Index ETF | 5.33% | 969,164 | $63.9M | Add +6.0% |
| STIP iShares 0-5 Year Tips Bond E | 4.40% | 510,301 | $52.8M | Add +5.7% |
| JHMM John Hancock Multi Fact Mid | 3.75% | 670,909 | $45.0M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 3.48% | 336,052 | $41.8M | Add +2.7% |
| GSST Goldman Sachs Ultra Short Bo | 3.17% | 752,287 | $38.0M | Reduce -4.4% |
| IOO iShares Global 100 ETF | 3.12% | 309,853 | $37.5M | Reduce -4.2% |
| USTB Victoryshares Short-Term Bon | 3.09% | 733,336 | $37.1M | Reduce -4.7% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 2.74% | 992,381 | $32.9M | Reduce -3.9% |
| AVEM Avantis Emerging Markets Eq | 2.60% | 386,797 | $31.2M | Reduce -5.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.36% | 49,071 | $28.3M | Add +8.9% |
| DGRW Wisdomtree U.S. Quality Divi | 2.08% | 283,428 | $24.9M | Add +10.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 2.06% | 212,011 | $24.7M | Add +10.5% |
| CB Chubb Ltd. | 2.05% | 75,325 | $24.6M | Add +1.4% |
| OEF iShares S&P 100 ETF | 2.03% | 76,554 | $24.3M | Add +3.5% |
| JMUB JPMorgan Municipal ETF | 1.60% | 384,602 | $19.2M | Add +15.2% |
| BX Blackstone Inc. | 1.23% | 128,696 | $14.8M | Add +1.5% |
| BIZD Vaneck BDC Income ETF | 1.08% | 1,015,187 | $13.0M | Add +873.1% |
| GPZ Vaneck Alt Asset Manager ETF | 1.05% | 584,105 | $12.5M | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.02% | 26,316 | $12.2M | Add +4.6% |
| ACWI iShares MSCI Acwi ETF | 1.00% | 86,434 | $12.0M | Reduce 0.0% |
| AAPL Apple Inc. | 1.00% | 47,078 | $11.9M | Reduce -1.0% |
| IDMO Invesco S&P International DE | 0.88% | 191,793 | $10.5M | Add +13.6% |
| IUSV iShares Core S&P U.S. Value | 0.72% | 84,621 | $8.7M | Reduce -3.0% |
| EMGF iShares Emerging Markets Equ | 0.72% | 142,838 | $8.6M | New |
| ITOT iShares Core S&P Total U.S. | 0.58% | 49,059 | $7.0M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 10,304 | $6.7M | Reduce -0.1% |
| EES Wisdomtree US Smallcap Fund | 0.56% | 114,870 | $6.7M | Reduce -3.8% |
| IUSG iShares Core S&P U.S. Growth | 0.55% | 42,295 | $6.6M | Reduce -0.6% |
| IAU iShares Gold Trust | 0.47% | 64,522 | $5.7M | Reduce -0.3% |
| AMG Affiliated Managers Group | 0.45% | 19,616 | $5.4M | Add +0.0% |
| BXSL Blackstone Secured Lending F | 0.38% | 191,700 | $4.5M | Reduce -52.2% |
| ICOW Pacer Developed Markets Inte | 0.35% | 99,617 | $4.2M | Reduce -8.4% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 19,964 | $3.8M | Reduce -1.8% |
| IXUS iShares Core Intl Stock ETF | 0.30% | 41,854 | $3.6M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 5 | $3.6M | No change |
| AVGO Broadcom Inc. | 0.30% | 11,579 | $3.6M | Add +54.3% |
| GLD SPDR Gold Shares | 0.27% | 7,651 | $3.3M | Reduce -1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.26% | 91,847 | $3.1M | Reduce -19.7% |
| AMZN Amazon.com Inc. | 0.24% | 13,860 | $2.9M | Add +0.8% |
| MSFT Microsoft Corp. | 0.23% | 7,381 | $2.7M | Reduce -2.1% |
| CMCSA Comcast Corp. Class A | 0.22% | 90,835 | $2.6M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 0.21% | 32,564 | $2.5M | Reduce -29.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 8,671 | $2.5M | Reduce -0.6% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.20% | 49,094 | $2.4M | Reduce -18.1% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 11,239 | $2.4M | Reduce -1.0% |
| CPSM Calamos SP500 STR Alt Promay | 0.20% | 82,863 | $2.4M | Reduce -18.1% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.20% | 103,581 | $2.4M | Reduce -1.1% |
| VRSK Verisk Analytics Inc. | 0.18% | 11,558 | $2.2M | Reduce -5.2% |
| NVDA Nvidia Corp. | 0.18% | 12,128 | $2.1M | Reduce -0.0% |
| CPSL Calm Lad S&P 500 STR A P ETF | 0.17% | 76,248 | $2.1M | Reduce -3.6% |
| MUST Columbia Multi-Sect Muni Inc. | 0.17% | 98,231 | $2.0M | Add +11.4% |
| DLN Wisdomtree US Largecap Divid | 0.16% | 21,019 | $1.9M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.15% | 6,436 | $1.8M | Add +1.5% |
| GCOW Pacer Global Cash Cows Divid | 0.15% | 39,603 | $1.8M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 25,090 | $1.7M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.14% | 5,560 | $1.6M | Reduce -0.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.13% | 13,220 | $1.5M | Add +13.5% |
| IWF iShares Russell 1000 Growth | 0.12% | 3,460 | $1.5M | No change |
| HUBB Hubbell Inc. | 0.12% | 3,004 | $1.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 7,462 | $1.5M | Add +4.6% |
| SMAX iShares L Cap MB Sep ETF | 0.11% | 48,101 | $1.3M | No change |
| IWD iShares Russell 1000 Value E | 0.11% | 5,987 | $1.3M | Reduce -4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 13,842 | $1.3M | Reduce -29.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,421 | $1.2M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.10% | 16,621 | $1.2M | Reduce -4.3% |
| GBDC Golub Capital BDC Inc. | 0.09% | 84,152 | $1.1M | Add +100.0% |
| EZM Wisdomtree US Midcap Fund | 0.09% | 15,620 | $1.0M | Add +10.9% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 15,120 | $939K | Reduce -89.0% |
| XOM Exxon Mobil Corp. | 0.08% | 5,476 | $929K | Add +3.8% |
| SUB iShares Short-Term National | 0.08% | 8,708 | $927K | No change |
| JHML John Hancock Multi Fact LRG | 0.08% | 11,750 | $920K | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.08% | 999 | $919K | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,400 | $914K | Add +0.3% |
| HDV iShares Core High Dividend E | 0.08% | 6,674 | $906K | No change |
| XLK SS Technology Select Sector | 0.07% | 6,660 | $885K | No change |
| JNJ Johnson & Johnson | 0.07% | 3,606 | $881K | Add +7.1% |
| UPS United Parcel Service Class B | 0.07% | 8,770 | $863K | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 4,269 | $819K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.07% | 1,399 | $800K | Reduce -0.7% |
| DMAX iShares LG Cap Max Buff Dec | 0.07% | 29,647 | $788K | No change |
| EFA iShares MSCI Eafe ETF | 0.07% | 8,079 | $785K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 2,916 | $764K | Add +0.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 10,175 | $744K | No change |
| MAXJ iShares LG Cap Max Buff Jun | 0.06% | 26,252 | $739K | Reduce -9.7% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.06% | 26,500 | $714K | Reduce -7.0% |
| GSIE Goldman Sachs Activebeta Int | 0.06% | 16,508 | $712K | No change |
| OBIL F/M US Treasury 12 Month Bil | 0.06% | 13,475 | $675K | Reduce -23.5% |
| HMOP Hartford Municipal Opp ETF | 0.06% | 17,172 | $665K | Reduce -5.8% |
| VPL Vanguard Ftse Pacific ETF | 0.05% | 6,680 | $653K | New |
| PG The Procter & Gamble Co. | 0.05% | 4,492 | $649K | Reduce -10.2% |
| HD Home Depot Inc. | 0.05% | 1,946 | $640K | Reduce -2.3% |
| CEFS Saba Opport Hedg Cef ETF-Usd | 0.05% | 28,382 | $640K | Add +3.0% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 5,644 | $638K | Add +0.1% |
| WMT Walmart Inc. | 0.05% | 4,915 | $611K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.05% | 7,611 | $599K | Add +37.8% |
| CVX Chevron Corp. | 0.05% | 2,746 | $568K | Reduce -1.9% |
| CPNJ Calamos NSDQ100 Alt ETF | 0.05% | 20,500 | $554K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| JPEM JPM Diversified Ret Em Equit | Reduce -89.0% | 0.08% | −0.62 |
| BXSL Blackstone Secured Lending F | Reduce -52.2% | 0.38% | −0.51 |
| IOO iShares Global 100 ETF | Reduce -4.2% | 3.12% | −0.31 |
| USTB Victoryshares Short-Term Bon | Reduce -4.7% | 3.09% | −0.19 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -4.4% | 3.17% | −0.16 |
| PVAL Putnam Focused LRG Cap Value | Reduce -3.0% | 7.65% | −0.15 |
| BIV Vanguard Intermediate-Term B | Reduce -29.4% | 0.21% | −0.09 |
| AAPL Apple Inc. | Reduce -1.0% | 1.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -2.1% | 0.23% | −0.08 |
| CGIC Cap Group Intl Core Eq | Reduce -3.9% | 2.74% | −0.08 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -19.7% | 0.26% | −0.07 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.6% | 0.55% | −0.05 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -18.1% | 0.20% | −0.05 |
| VRSK Verisk Analytics Inc. | Reduce -5.2% | 0.18% | −0.05 |
| CPSM Calamos SP500 STR Alt Promay | Reduce -18.1% | 0.20% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -29.1% | 0.10% | −0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -5.1% | 2.60% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 0.58% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.56% | −0.03 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.03 |
| IUSV iShares Core S&P U.S. Value | Reduce -3.0% | 0.72% | −0.03 |
| ACWI iShares MSCI Acwi ETF | Reduce 0.0% | 1.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.21% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.02 |
| MMM 3M Co. | Sold out | 0.00% | −0.02 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -15.9% | 0.04% | −0.02 |
| ACM Aecom | Sold out | 0.00% | −0.02 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -23.5% | 0.06% | −0.02 |
| TJUL Innovator Equity Defined Pro | Sold out | 0.00% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.7% | 0.08% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.14% | −0.02 |
| ECVT Ecovyst Inc. | Sold out | 0.00% | −0.01 |
| HTAB Hartford Schroders Tax Aware | Reduce -23.1% | 0.05% | −0.01 |
| EES Wisdomtree US Smallcap Fund | Reduce -3.8% | 0.56% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.0% | 0.18% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.07% | −0.01 |
| DIS The Walt Disney Co. | Reduce -8.0% | 0.04% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -25.7% | 0.03% | −0.01 |
| AXP American Express Co. | Reduce -1.0% | 0.04% | −0.01 |
| V Visa Inc. Class A | Reduce -4.0% | 0.04% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 0.20% | −0.01 |
| CPSL Calm Lad S&P 500 STR A P ETF | Reduce -3.6% | 0.17% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -20.0% | 0.03% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.8% | 0.32% | −0.01 |
| MAXJ iShares LG Cap Max Buff Jun | Reduce -9.7% | 0.06% | −0.01 |
| BTX BlackRock Tech & Priv Eqty | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| GPZ Vaneck Alt Asset Manager ETF | New | 1.05% | +1.05 |
| BIZD Vaneck BDC Income ETF | Add +873.1% | 1.08% | +0.96 |
| EMGF iShares Emerging Markets Equ | New | 0.72% | +0.72 |
| STIP iShares 0-5 Year Tips Bond E | Add +5.7% | 4.40% | +0.25 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +10.5% | 2.06% | +0.20 |
| JMUB JPMorgan Municipal ETF | Add +15.2% | 1.60% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 3.48% | +0.18 |
| DGRW Wisdomtree U.S. Quality Divi | Add +10.7% | 2.08% | +0.15 |
| CB Chubb Ltd. | Add +1.4% | 2.05% | +0.10 |
| IDMO Invesco S&P International DE | Add +13.6% | 0.88% | +0.09 |
| AVGO Broadcom Inc. | Add +54.3% | 0.30% | +0.08 |
| VPL Vanguard Ftse Pacific ETF | New | 0.05% | +0.05 |
| GBDC Golub Capital BDC Inc. | Add +100.0% | 0.09% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.9% | 2.36% | +0.04 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.08% | +0.02 |
| NYF iShares New York Muni Bond E | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | New | 0.02% | +0.02 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| APD Air Products & Chemicals Inc. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | New | 0.02% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +37.8% | 0.05% | +0.02 |
| MUST Columbia Multi-Sect Muni Inc. | Add +11.4% | 0.17% | +0.02 |
| JNJ Johnson & Johnson | Add +7.1% | 0.07% | +0.01 |
| RWL Invesco S&P 500 Revenue ETF | Add +13.5% | 0.13% | +0.01 |
| EZM Wisdomtree US Midcap Fund | Add +10.9% | 0.09% | +0.01 |
| COST Costco Wholesale Corp. | Add +10.5% | 0.04% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.6% | 0.12% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +0.7% | 0.30% | +0.01 |
| DLN Wisdomtree US Largecap Divid | Add +4.0% | 0.16% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.3% | 0.04% | +0.01 |
| ET Energy Transfer LP | Add +0.4% | 0.03% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.5% | 0.03% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.7% | 0.03% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +8.7% | 0.04% | +0.00 |
| ED Consolidated Edison Inc. | Add +0.4% | 0.02% | +0.00 |
| MUB iShares National Muni Bond E | Add +8.5% | 0.03% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.7% | 0.04% | +0.00 |
| BCAT BlackRock Capital Alloc TR | Add +5.2% | 0.04% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +4.6% | 1.02% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +12.4% | 0.03% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +3.0% | 0.02% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.2% | 0.06% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +8.3% | 0.02% | +0.00 |
| BXMT Blackstone Mortgage Tru Class A | Add +2.5% | 0.02% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.02% | +0.00 |
| CEFS Saba Opport Hedg Cef ETF-Usd | Add +3.0% | 0.05% | +0.00 |
| C Citigroup Inc. | Add +1.0% | 0.02% | −0.00 |
| UPS United Parcel Service Class B | Add +0.4% | 0.07% | −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 |