EdgeMarket › What Amplius Wealth Advisors, Llc reported owning
What Amplius Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
175Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAAA Amplius Aggressive Asset Allocation ETF | 242.5M | 20.2% | 9.1M | 30.70 | +19.7% |
| PVAL Putnam Focused Large Cap Value ETF | 91.8M | 7.7% | 2.0M | 54.27 | +31.1% |
| RECS Columbia Research Enhanced Core ETF | 64.8M | 5.4% | 1.7M | 45.14 | +17.0% |
| TMFC Motley Fool 100 Index ETF | 63.9M | 5.3% | 969.2K | 78.40 | +17.9% |
| STIP iShares 0-5 Year TIPS Bond ETF | 52.8M | 4.4% | 510.3K | 100.92 | -2.2% |
| JHMM John Hancock Multifactor Mid Cap ETF | 45.0M | 3.8% | 670.9K | 75.95 | +20.9% |
| IJR iShares Core S&P Small-Cap ETF | 41.8M | 3.5% | 336.1K | 147.31 | +29.0% |
| GSST Goldman Sachs Ultra Short Bond ETF | 38.0M | 3.2% | 752.3K | 50.55 | +0.0% |
| IOO iShares Global 100 ETF | 37.5M | 3.1% | 309.9K | 143.80 | +26.7% |
| USTB VictoryShares Short-Term Bond ETF | 37.1M | 3.1% | 733.3K | 50.47 | -0.6% |
| CGIC Capital Group International Core Equity ETF | 32.9M | 2.7% | 992.4K | 37.15 | +23.5% |
| AVEM Avantis Emerging Markets Equity ETF | 31.2M | 2.6% | 386.8K | 94.24 | +33.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 28.3M | 2.4% | 49.1K | 713.44 | +26.1% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 24.9M | 2.1% | 283.4K | 99.29 | +14.2% |
| BOXX Alpha Architect 1-3 Month Box ETF | 24.7M | 2.1% | 212.0K | 117.96 | +4.1% |
| CB Chubb Ltd | 24.6M | 2.0% | 75.3K | 340.99 | +21.9% |
| OEF iShares S&P 100 Fund | 24.3M | 2.0% | 76.6K | 377.86 | +19.6% |
| JMUB JPMorgan Municipal ETF | 19.2M | 1.6% | 384.6K | 49.69 | +0.5% |
| BX Blackstone Inc. | 14.8M | 1.2% | 128.7K | 143.38 | -12.8% |
| BIZD VanEck BDC Income ETF | 13.0M | 1.1% | 1.0M | 13.29 | -16.6% |
| GPZ VanEck Alternative Asset Manager ETF | 12.5M | 1.0% | 584.1K | 25.01 | -10.0% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 12.2M | 1.0% | 26.3K | 532.22 | +18.4% |
| ACWI iShares MSCI ACWI ETF | 12.0M | 1.0% | 86.4K | 160.81 | +21.3% |
| AAPL Apple Inc. | 11.9M | 1.0% | 47.1K | 309.35 | +36.9% |
| IDMO Invesco S&P International Developed Momentum E | 10.5M | 0.9% | 191.8K | 62.88 | +18.8% |
| IUSV iShares Core S&P U.S. Value ETF | 8.7M | 0.7% | 84.6K | 114.89 | +17.6% |
| EMGF iShares Emerging Markets Equity Factor ETF | 8.6M | 0.7% | 142.8K | 71.67 | +34.3% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 7.0M | 0.6% | 49.1K | 167.97 | +20.5% |
| SPY SPDR S&P 500 ETF TRUST | 6.7M | 0.6% | 10.3K | 765.72 | +20.0% |
| EES WisdomTree U.S. SmallCap Fund | 6.7M | 0.6% | 114.9K | 68.46 | +27.0% |
| IUSG iShares Core S&P U.S. Growth ETF | 6.6M | 0.5% | 42.3K | 189.82 | +22.3% |
| IAU ISHARES GOLD TRUST | 5.7M | 0.5% | 64.5K | 86.79 | +37.5% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 5.4M | 0.5% | 19.6K | 356.21 | +64.3% |
| BXSL Blackstone Secured Lending Fund | 4.5M | 0.4% | 191.7K | 24.76 | -17.3% |
| ICOW Pacer Developed Markets International Cash Cow | 4.2M | 0.4% | 99.6K | 45.77 | +27.9% |
| RSP Invesco S&P 500 Equal Weight ETF | 3.8M | 0.3% | 20.0K | 221.67 | +18.8% |
| IXUS iShares Core MSCI Total International Stock ET | 3.6M | 0.3% | 41.9K | 97.94 | +22.5% |
| unmapped CUSIP 084670108 | 3.6M | 0.3% | 5 | — | — |
| AVGO Broadcom Inc. | 3.6M | 0.3% | 11.6K | 368.45 | +26.5% |
| GLD SPDR GOLD TRUST | 3.3M | 0.3% | 7.7K | 423.36 | +37.3% |
| BUFR FT Vest Laddered Buffer ETF | 3.1M | 0.3% | 91.8K | 37.30 | +14.5% |
| AMZN AMAZON COM INC | 2.9M | 0.2% | 13.9K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 2.7M | 0.2% | 7.4K | 483.24 | -4.4% |
| CMCSA COMCAST CORP | 2.6M | 0.2% | 90.8K | 26.85 | -19.3% |
| BIV Vanguard Intermediate-Term Bond ETF | 2.5M | 0.2% | 32.6K | 75.43 | -2.5% |
| GOOGL Alphabet Inc. | 2.5M | 0.2% | 8.7K | 344.82 | +73.0% |
| XTWO BondBloxx Bloomberg Two Year Target Duration U | 2.4M | 0.2% | 49.1K | 48.86 | -1.2% |
| VIG Vanguard Div Appreciation ETF | 2.4M | 0.2% | 11.2K | 243.91 | +16.2% |
| CPSM Calamos S&P 500 Structured Alt Protection ETF | 2.4M | 0.2% | 82.9K | 29.48 | +5.0% |
| BTT BlackRock Municipal 2030 Target Term Trust | 2.4M | 0.2% | 103.6K | 22.56 | +1.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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