Holders — by stockHoldings — by fund
Amplius Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001900584
$1.36B
disclosed book value
211
positions
20.3%
largest position share
Positions, as of 2026-06-30
top 100 of 211 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAAAEA SERIES TRUST | 9.1M | $276.8M | 20.3% |
| 2 | PVALPUTNAM ETF TRUST | 2.0M | $103.8M | 7.6% |
| 3 | RECSCOLUMBIA ETF TR I | 1.7M | $72.5M | 5.3% |
| 4 | TMFCRBB FD INC | 936,549 | $71.3M | 5.2% |
| 5 | JHMMJOHN HANCOCK EXCHANGE TRADED | 685,861 | $51.4M | 3.8% |
| 6 | IJRISHARES TR | 342,349 | $50.8M | 3.7% |
| 7 | IOOISHARES TR | 305,892 | $41.8M | 3.1% |
| 8 | GSSTGOLDMAN SACHS ETF TR | 816,573 | $41.3M | 3% |
| 9 | USTBVICTORY PORTFOLIOS II | 790,733 | $40.0M | 2.9% |
| 10 | CRUXCOLUMBIA ETF TR I | 1.3M | $39.9M | 2.9% |
| 11 | QQQINVESCO QQQ TR | 52,454 | $38.6M | 2.8% |
| 12 | CGICCAPITAL GROUP INTERNATIONAL | 994,569 | $36.2M | 2.7% |
| 13 | AVEMAMERICAN CENTY ETF TR | 362,842 | $35.0M | 2.6% |
| 14 | DGRWWISDOMTREE TR | 309,723 | $29.6M | 2.2% |
| 15 | OEFISHARES TR | 74,084 | $27.1M | 2% |
| 16 | BOXXEA SERIES TRUST | 227,846 | $26.7M | 2% |
| 17 | CHUBB LIMITED | 73,412 | $25.0M | 1.8% |
| 18 | JMUBJ P MORGAN EXCHANGE TRADED F | 470,566 | $23.8M | 1.7% |
| 19 | STIPISHARES TR | 200,597 | $20.5M | 1.5% |
| 20 | BXBLACKSTONE INC | 129,420 | $15.2M | 1.1% |
| 21 | AAPLAPPLE INC | 48,267 | $14.0M | 1% |
| 22 | DIASPDR DOW JONES INDL AVERAGE | 25,941 | $13.6M | 1% |
| 23 | ACWIISHARES TR | 85,773 | $13.5M | 1% |
| 24 | IDMOINVESCO EXCH TRADED FD TR II | 222,327 | $13.4M | 1% |
| 25 | BIZDVANECK ETF TRUST | 1.0M | $13.1M | 1% |
| 26 | EMGFISHARES INC | 159,010 | $11.6M | 0.9% |
| 27 | GPZVANECK ETF TRUST | 533,985 | $11.4M | 0.8% |
| 28 | SPYSPDR S&P 500 ETF TR | 13,662 | $10.2M | 0.7% |
| 29 | IUSVISHARES TR | 78,975 | $8.7M | 0.6% |
| 30 | IUSGISHARES TR | 41,305 | $7.8M | 0.6% |
| 31 | AMGAFFILIATED MANAGERS GROUP INC | 21,766 | $7.4M | 0.5% |
| 32 | ITOTISHARES TR | 42,805 | $7.0M | 0.5% |
| 33 | IAUISHARES GOLD TR | 64,990 | $4.9M | 0.4% |
| 34 | EESWISDOMTREE TR | 65,656 | $4.5M | 0.3% |
| 35 | AVGOBROADCOM INC | 11,732 | $4.4M | 0.3% |
| 36 | ICOWPACER FDS TR | 97,471 | $4.1M | 0.3% |
| 37 | RSPINVESCO EXCHANGE TRADED FD T | 18,763 | $4.0M | 0.3% |
| 38 | GOOGLALPHABET INC | 10,831 | $3.9M | 0.3% |
| 39 | IXUSISHARES TR | 39,818 | $3.8M | 0.3% |
| 40 | AMZNAMAZON COM INC | 15,938 | $3.8M | 0.3% |
| 41 | BRK/ABERKSHIRE HATHAWAY INC DEL | 5 | $3.7M | 0.3% |
| 42 | BXSLBLACKSTONE SECD LENDING FD | 146,335 | $3.5M | 0.3% |
| 43 | MSFTMICROSOFT CORP | 8,583 | $3.2M | 0.2% |
| 44 | NVDANVIDIA CORPORATION | 15,145 | $3.0M | 0.2% |
| 45 | GLDSPDR GOLD TR | 7,773 | $2.9M | 0.2% |
| 46 | BUFRFIRST TR EXCHNG TRADED FD VI | 70,158 | $2.6M | 0.2% |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 10,763 | $2.5M | 0.2% |
| 48 | GOOGALPHABET INC | 6,927 | $2.4M | 0.2% |
| 49 | BTTBLACKROCK MUN TARGET TERM TR | 100,344 | $2.3M | 0.2% |
| 50 | CMCSACOMCAST CORP NEW | 90,783 | $2.2M | 0.2% |
| 51 | MUSTCOLUMBIA ETF TR I | 107,120 | $2.2M | 0.2% |
| 52 | RKLBROCKET LAB CORP | 21,352 | $2.2M | 0.2% |
| 53 | CPSMCALAMOS ETF TR | 73,632 | $2.2M | 0.2% |
| 54 | VRSKVERISK ANALYTICS INC | 11,573 | $2.1M | 0.2% |
| 55 | JPMJPMORGAN CHASE & CO | 6,336 | $2.1M | 0.2% |
| 56 | CPSLCALAMOS ETF TR | 73,449 | $2.1M | 0.2% |
| 57 | DLNWISDOMTREE TR | 21,019 | $2.0M | 0.1% |
| 58 | IJHISHARES TR | 25,092 | $1.9M | 0.1% |
| 59 | XTWOBONDBLOXX ETF TRUST | 39,014 | $1.9M | 0.1% |
| 60 | BIVVANGUARD BD INDEX FDS | 24,174 | $1.9M | 0.1% |
| 61 | RWLINVESCO EXCH TRADED FD TR II | 13,708 | $1.8M | 0.1% |
| 62 | JNJJOHNSON & JOHNSON | 6,887 | $1.7M | 0.1% |
| 63 | IWFISHARES TR | 13,977 | $1.7M | 0.1% |
| 64 | GCOWPACER FDS TR | 37,975 | $1.6M | 0.1% |
| 65 | VTVVANGUARD INDEX FDS | 7,487 | $1.6M | 0.1% |
| 66 | LLYLILLY ELI & CO | 1,260 | $1.5M | 0.1% |
| 67 | IWDISHARES TR | 5,987 | $1.5M | 0.1% |
| 68 | SMAXISHARES TR | 48,101 | $1.3M | 0.1% |
| 69 | IEFAISHARES TR | 13,734 | $1.3M | 0.1% |
| 70 | IEMGISHARES INC | 15,641 | $1.3M | 0.1% |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,566 | $1.3M | 0.1% |
| 72 | XLKSELECT SECTOR SPDR TR | 6,398 | $1.2M | 0.1% |
| 73 | METAMETA PLATFORMS INC | 1,976 | $1.1M | 0.1% |
| 74 | COSTCOSTCO WHSL CORP NEW | 1,175 | $1.1M | 0.1% |
| 75 | GBDCGOLUB CAP BDC INC | 83,925 | $1.1M | 0.1% |
| 76 | JHMLJOHN HANCOCK EXCHANGE TRADED | 11,750 | $1.0M | 0.1% |
| 77 | EZMWISDOMTREE TR | 13,382 | $1.0M | 0.1% |
| 78 | QUALISHARES TR | 4,270 | $936,885 | 0.1% |
| 79 | UPSUNITED PARCEL SERVICE INC | 8,514 | $915,255 | 0.1% |
| 80 | HDVISHARES TR | 33,370 | $914,672 | 0.1% |
| 81 | HDHOME DEPOT INC | 2,591 | $913,794 | 0.1% |
| 82 | EFAISHARES TR | 8,795 | $913,625 | 0.1% |
| 83 | CSCOCISCO SYS INC | 7,652 | $898,804 | 0.1% |
| 84 | XOMEXXON MOBIL CORP | 6,453 | $882,254 | 0.1% |
| 85 | VPLVANGUARD INTL EQUITY INDEX F | 7,530 | $871,135 | 0.1% |
| 86 | AXPAMERICAN EXPRESS CO | 2,512 | $849,684 | 0.1% |
| 87 | ABBVABBVIE INC | 3,241 | $815,565 | 0.1% |
| 88 | DMAXISHARES TR | 29,647 | $810,543 | 0.1% |
| 89 | VTIVANGUARD INDEX FDS | 2,105 | $778,797 | 0.1% |
| 90 | SPLVINVESCO EXCH TRADED FD TR II | 10,175 | $762,108 | 0.1% |
| 91 | XCEMCOLUMBIA ETF TR II | 14,362 | $759,463 | 0.1% |
| 92 | JPEMJ P MORGAN EXCHANGE TRADED F | 12,038 | $755,775 | 0.1% |
| 93 | GSIEGOLDMAN SACHS ETF TR | 16,528 | $755,330 | 0.1% |
| 94 | CEFSEXCHANGE LISTED FDS TR | 28,861 | $740,002 | 0.1% |
| 95 | CPRJCALAMOS ETF TR | 26,500 | $733,213 | 0.1% |
| 96 | VBVANGUARD INDEX FDS | 2,384 | $722,638 | 0.1% |
| 97 | EMXCISHARES INC | 7,035 | $719,701 | 0.1% |
| 98 | ARTYISHARES TR | 9,357 | $712,643 | 0.1% |
| 99 | ASML HLDG NV | 356 | $708,241 | 0.1% |
| 100 | MAXJISHARES TR | 24,249 | $706,373 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.