Amplius Wealth Advisors, LLC

13F filer · CIK 0001900584

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$1.36BU.S. long equity reported on 13F

Positions11234 new · 2 closed

Net flow last quarter+$23.7MBuys minus sells

Top 10 positions weight10.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026112 positions
QQQInvesco QQQ Trust, Series 1	$38.6M	2.83%	Not reported	+6.9%	Q4 2021
CBChubb Ltd	$25M	1.83%	0.02%	-2.5%	Q4 2021
BXBlackstone Inc.	$15.2M	1.12%	0.02%	+0.6%	Q4 2021
AAPLApple Inc.	$14M	1.02%	0.00%	+2.5%	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$13.6M	0.99%	Not reported	-1.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$10.2M	0.75%	Not reported	+32.6%	Q4 2021
AMGAffiliated Managers Group, Inc.	$7.37M	0.54%	0.08%	+11.0%	Q1 2023
IAUIshares Gold Trust	$4.91M	0.36%	0.01%	+0.7%	Q4 2021
AVGOBroadcom Inc.	$4.43M	0.32%	0.00%	+1.3%	Q4 2021
GOOGLAlphabet Inc.	$3.87M	0.28%	0.00%	+24.9%	Q4 2021
AMZNAmazon Com Inc	$3.8M	0.28%	0.00%	+15.0%	Q4 2021
BRK.ABerkshire Hathaway Inc	$3.74M	0.27%	Not reported	Not reported	Q4 2021
BXSLBlackstone Secured Lending Fund	$3.47M	0.25%	0.06%	-23.7%	Q4 2021
MSFTMicrosoft Corp	$3.2M	0.23%	0.00%	+16.3%	Q4 2021
NVDANvidia Corp	$3.03M	0.22%	0.00%	+24.9%	Q4 2021
GLDSPDR Gold Trust	$2.86M	0.21%	0.00%	+1.6%	Q4 2021
GOOGAlphabet Inc.	$2.45M	0.18%	Not reported	+7.6%	Q4 2021
BTTBlackRock Municipal 2030 Target Term Trust	$2.28M	0.17%	Not reported	-3.1%	Q4 2021
CMCSAComcast Corp	$2.23M	0.16%	0.00%	-0.1%	Q4 2021
RKLBRocket Lab Corp	$2.17M	0.16%	0.00%	Not reported	Q4 2021
VRSKVerisk Analytics, Inc.	$2.08M	0.15%	0.01%	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$2.07M	0.15%	0.00%	+14.0%	Q4 2021
CPSLChina Precision Steel, Inc.	$2.05M	0.15%	1.87%	-3.7%	Q3 2024
JNJJohnson & Johnson	$1.75M	0.13%	0.00%	+91.0%	Q4 2021
LLYELI LILLY & Co	$1.51M	0.11%	0.00%	+26.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.28M	0.09%	Not reported	+6.0%	Q4 2021
METAMeta Platforms, Inc.	$1.11M	0.08%	Not reported	+41.2%	Q4 2021
COSTCostco Wholesale Corp	$1.1M	0.08%	0.00%	+148.9%	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$1.08M	0.08%	0.03%	-0.3%	Q4 2021
UPSUnited Parcel Service Inc	$915K	0.07%	0.00%	-2.9%	Q4 2021
HDHome Depot, Inc.	$914K	0.07%	0.00%	+33.1%	Q4 2021
CSCOCisco Systems, Inc.	$899K	0.07%	0.00%	+46.1%	Q4 2021
XOMExxonMobil Holdings Corp	$882K	0.06%	0.00%	+17.8%	Q4 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$871K	0.06%	Not reported	+12.7%	Q1 2026
AXPAmerican Express Co	$850K	0.06%	0.00%	+70.2%	Q4 2021
ABBVAbbVie Inc.	$816K	0.06%	0.00%	+38.3%	Q4 2021
DMAXFamilymeds Group, Inc.	$811K	0.06%	Not reported	Not reported	Q2 2025
EMXCEmax Holdings Corp	$720K	0.05%	Not reported	-7.6%	Q4 2021
ASMLAsml Holding NV	$708K	0.05%	0.00%	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$678K	0.05%	0.00%	-6.5%	Q4 2021
PGPROCTER & GAMBLE Co	$677K	0.05%	0.00%	+2.7%	Q4 2021
MAMastercard Inc	$653K	0.05%	0.00%	+99.7%	Q4 2021
CPAIChampion Pain Care Corp	$647K	0.05%	0.01%	New	Q2 2026
WMTWalmart Inc.	$633K	0.05%	0.00%	+13.7%	Q4 2021
TSLATesla, Inc.	$569K	0.04%	0.00%	+24.3%	Q4 2021
PANWPalo Alto Networks Inc	$567K	0.04%	0.00%	New	Q2 2026
BCATBlackRock Capital Allocation Term Trust	$562K	0.04%	Not reported	-0.9%	Q4 2021
VVisa Inc.	$562K	0.04%	0.00%	+9.0%	Q4 2021
RKTRocket Companies, Inc.	$558K	0.04%	Not reported	Not reported	Q4 2021
MSMorgan Stanley	$552K	0.04%	0.00%	+0.8%	Q4 2021

Q1 2026Reported Apr 13, 202680 positions
QQQInvesco QQQ Trust, Series 1	$28.3M	2.36%	Not reported	+8.9%	Q4 2021
CBChubb Ltd	$24.6M	2.05%	0.02%	+1.4%	Q4 2021
BXBlackstone Inc.	$14.8M	1.23%	0.02%	+1.5%	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$12.2M	1.02%	Not reported	+4.6%	Q4 2021
AAPLApple Inc.	$11.9M	1.00%	0.00%	-1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$6.7M	0.56%	Not reported	-0.1%	Q4 2021
IAUIshares Gold Trust	$5.69M	0.47%	0.01%	-0.3%	Q4 2021
AMGAffiliated Managers Group, Inc.	$5.43M	0.45%	0.07%	0.0%	Q1 2023
BXSLBlackstone Secured Lending Fund	$4.54M	0.38%	0.08%	-52.2%	Q4 2021
BRK.ABerkshire Hathaway Inc	$3.59M	0.30%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$3.58M	0.30%	0.00%	+54.3%	Q4 2021
GLDSPDR Gold Trust	$3.29M	0.27%	0.00%	-1.0%	Q4 2021
AMZNAmazon Com Inc	$2.89M	0.24%	0.00%	+0.8%	Q4 2021
MSFTMicrosoft Corp	$2.73M	0.23%	0.00%	-2.1%	Q4 2021
CMCSAComcast Corp	$2.61M	0.22%	0.00%	+0.4%	Q4 2021
GOOGLAlphabet Inc.	$2.49M	0.21%	0.00%	-0.6%	Q4 2021
BTTBlackRock Municipal 2030 Target Term Trust	$2.35M	0.20%	Not reported	-1.1%	Q4 2021
VRSKVerisk Analytics, Inc.	$2.19M	0.18%	0.01%	-5.2%	Q4 2021
NVDANvidia Corp	$2.12M	0.18%	0.00%	0.0%	Q4 2021
CPSLChina Precision Steel, Inc.	$2.08M	0.17%	1.94%	-3.7%	Q3 2024
GOOGAlphabet Inc.	$1.85M	0.15%	Not reported	+1.5%	Q4 2021
JPMJPMorgan Chase & Co	$1.64M	0.14%	0.00%	-0.8%	Q4 2021
HUBBHubbell Inc	$1.47M	0.12%	0.01%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.16M	0.10%	Not reported	-0.1%	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$1.07M	0.09%	0.03%	+100.0%	Q4 2021
XOMExxonMobil Holdings Corp	$929K	0.08%	0.00%	+3.8%	Q4 2021
LLYELI LILLY & Co	$919K	0.08%	0.00%	-2.7%	Q4 2021
JNJJohnson & Johnson	$881K	0.07%	0.00%	+7.1%	Q4 2021
UPSUnited Parcel Service Inc	$863K	0.07%	0.00%	+0.4%	Q4 2021
METAMeta Platforms, Inc.	$800K	0.07%	Not reported	-0.7%	Q4 2021
DMAXFamilymeds Group, Inc.	$788K	0.07%	Not reported	Not reported	Q2 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$653K	0.05%	Not reported	New	Q1 2026
PGPROCTER & GAMBLE Co	$649K	0.05%	0.00%	-10.2%	Q4 2021
HDHome Depot, Inc.	$640K	0.05%	0.00%	-2.3%	Q4 2021
WMTWalmart Inc.	$611K	0.05%	0.00%	Not reported	Q4 2021
EMXCEmax Holdings Corp	$599K	0.05%	Not reported	+37.8%	Q4 2021
CVXChevron Corp	$568K	0.05%	0.00%	-1.9%	Q4 2021
ABBVAbbVie Inc.	$510K	0.04%	0.00%	+0.2%	Q4 2021
BCATBlackRock Capital Allocation Term Trust	$503K	0.04%	Not reported	+5.2%	Q4 2021
PLTRPalantir Technologies Inc.	$497K	0.04%	0.00%	+6.2%	Q4 2021
KOCoca Cola Co	$473K	0.04%	0.00%	-9.3%	Q4 2021
UNHUnitedhealth Group Inc	$473K	0.04%	0.00%	-15.9%	Q4 2021
COSTCostco Wholesale Corp	$470K	0.04%	0.00%	+10.5%	Q4 2021
VVisa Inc.	$454K	0.04%	0.00%	-4.0%	Q4 2021
AXPAmerican Express Co	$446K	0.04%	0.00%	-1.0%	Q4 2021
MSMorgan Stanley	$431K	0.04%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$426K	0.04%	0.00%	-8.0%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$412K	0.03%	0.00%	+1.7%	Q4 2021
CSCOCisco Systems, Inc.	$406K	0.03%	0.00%	-3.7%	Q4 2021
BACBank of America Corp	$405K	0.03%	0.00%	+1.7%	Q4 2021

Q4 2025Reported Jan 12, 202683 positions
QQQInvesco QQQ Trust, Series 1	$27.7M	2.32%	Not reported	+1.9%	Q4 2021
CBChubb Ltd	$23.2M	1.95%	0.02%	-2.3%	Q4 2021
BXBlackstone Inc.	$19.5M	1.64%	0.02%	+0.8%	Q4 2021
AAPLApple Inc.	$12.9M	1.08%	0.00%	-1.9%	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$12.1M	1.01%	Not reported	-1.4%	Q4 2021
BXSLBlackstone Secured Lending Fund	$10.6M	0.89%	0.17%	-29.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$7.03M	0.59%	Not reported	+1.7%	Q4 2021
AMGAffiliated Managers Group, Inc.	$5.65M	0.47%	0.07%	+0.1%	Q1 2023
IAUIshares Gold Trust	$5.25M	0.44%	0.01%	-5.2%	Q4 2021
BRK.ABerkshire Hathaway Inc	$3.77M	0.32%	Not reported	Not reported	Q4 2021
MSFTMicrosoft Corp	$3.65M	0.31%	0.00%	-3.0%	Q4 2021
AMZNAmazon Com Inc	$3.17M	0.27%	0.00%	-9.7%	Q4 2021
GLDSPDR Gold Trust	$3.06M	0.26%	0.00%	-9.9%	Q4 2021
GOOGLAlphabet Inc.	$2.73M	0.23%	0.00%	+6.8%	Q4 2021
VRSKVerisk Analytics, Inc.	$2.73M	0.23%	0.01%	0.0%	Q4 2021
CMCSAComcast Corp	$2.71M	0.23%	0.00%	-1.9%	Q4 2021
AVGOBroadcom Inc.	$2.6M	0.22%	0.00%	+6.5%	Q4 2021
BTTBlackRock Municipal 2030 Target Term Trust	$2.39M	0.20%	Not reported	0.0%	Q4 2021
NVDANvidia Corp	$2.26M	0.19%	0.00%	-8.1%	Q4 2021
CPSLChina Precision Steel, Inc.	$2.15M	0.18%	2.01%	-7.4%	Q3 2024
GOOGAlphabet Inc.	$1.99M	0.17%	Not reported	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$1.81M	0.15%	0.00%	-14.7%	Q4 2021
HUBBHubbell Inc	$1.33M	0.11%	0.01%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.22M	0.10%	Not reported	-12.3%	Q4 2021
LLYELI LILLY & Co	$1.1M	0.09%	0.00%	+3.4%	Q4 2021
METAMeta Platforms, Inc.	$930K	0.08%	Not reported	-4.5%	Q4 2021
UPSUnited Parcel Service Inc	$866K	0.07%	0.00%	-16.0%	Q4 2021
DMAXFamilymeds Group, Inc.	$791K	0.07%	Not reported	-1.5%	Q2 2025
PGPROCTER & GAMBLE Co	$717K	0.06%	0.00%	-0.7%	Q4 2021
JNJJohnson & Johnson	$697K	0.06%	0.00%	+5.0%	Q4 2021
UNHUnitedhealth Group Inc	$685K	0.06%	0.00%	-1.0%	Q4 2021
HDHome Depot, Inc.	$685K	0.06%	0.00%	+3.8%	Q4 2021
XOMExxonMobil Holdings Corp	$635K	0.05%	0.00%	+16.9%	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$571K	0.05%	0.02%	-21.5%	Q4 2021
PLTRPalantir Technologies Inc.	$569K	0.05%	0.00%	+6.9%	Q4 2021
AXPAmerican Express Co	$552K	0.05%	0.00%	+1.5%	Q4 2021
VVisa Inc.	$549K	0.05%	0.00%	+14.6%	Q4 2021
WMTWalmart Inc.	$548K	0.05%	0.00%	+3.8%	Q4 2021
DISWalt Disney Co	$546K	0.05%	0.00%	-0.2%	Q4 2021
ABBVAbbVie Inc.	$534K	0.04%	0.00%	-12.1%	Q4 2021
BCATBlackRock Capital Allocation Term Trust	$480K	0.04%	Not reported	+5.3%	Q4 2021
KOCoca Cola Co	$480K	0.04%	0.00%	-2.9%	Q4 2021
MSMorgan Stanley	$465K	0.04%	0.00%	-2.4%	Q4 2021
TSLATesla, Inc.	$449K	0.04%	0.00%	+3.6%	Q4 2021
BACBank of America Corp	$449K	0.04%	0.00%	+0.4%	Q4 2021
CVXChevron Corp	$426K	0.04%	0.00%	-3.2%	Q4 2021
CSCOCisco Systems, Inc.	$419K	0.04%	0.00%	-1.0%	Q4 2021
AONAon plc	$416K	0.03%	0.00%	+0.9%	Q4 2021
IBMInternational Business Machines Corp	$407K	0.03%	0.00%	-15.0%	Q4 2021
PJTPJT Partners Inc.	$406K	0.03%	0.01%	+0.2%	Q4 2021

Q3 2025Reported Oct 21, 202581 positions
QQQInvesco QQQ Trust, Series 1	$26.5M	2.29%	Not reported	-38.2%	Q4 2021
BXBlackstone Inc.	$21.5M	1.86%	0.02%	-2.1%	Q4 2021
CBChubb Ltd	$21.5M	1.86%	0.02%	-8.6%	Q4 2021
BXSLBlackstone Secured Lending Fund	$14.8M	1.28%	0.25%	+7.7%	Q4 2021
AAPLApple Inc.	$12.3M	1.07%	0.00%	-23.0%	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$11.8M	1.02%	Not reported	-8.2%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$6.76M	0.58%	Not reported	-11.8%	Q4 2021
IAUIshares Gold Trust	$4.97M	0.43%	0.01%	-5.0%	Q4 2021
AMGAffiliated Managers Group, Inc.	$4.67M	0.40%	0.07%	Not reported	Q1 2023
MSFTMicrosoft Corp	$4.03M	0.35%	0.00%	-33.5%	Q4 2021
BRK.ABerkshire Hathaway Inc	$3.77M	0.33%	Not reported	Not reported	Q4 2021
AMZNAmazon Com Inc	$3.35M	0.29%	0.00%	-10.5%	Q4 2021
VRSKVerisk Analytics, Inc.	$3.06M	0.26%	0.01%	-6.5%	Q4 2021
GLDSPDR Gold Trust	$3.05M	0.26%	0.00%	-0.4%	Q4 2021
CMCSAComcast Corp	$2.9M	0.25%	0.00%	-3.6%	Q4 2021
NVDANvidia Corp	$2.46M	0.21%	0.00%	-36.9%	Q4 2021
BTTBlackRock Municipal 2030 Target Term Trust	$2.35M	0.20%	Not reported	-0.1%	Q4 2021
AVGOBroadcom Inc.	$2.32M	0.20%	0.00%	-32.9%	Q4 2021
CPSLChina Precision Steel, Inc.	$2.3M	0.20%	2.18%	-89.8%	Q3 2024
JPMJPMorgan Chase & Co	$2.07M	0.18%	0.00%	-31.9%	Q4 2021
GOOGLAlphabet Inc.	$1.99M	0.17%	0.00%	-33.2%	Q4 2021
GOOGAlphabet Inc.	$1.54M	0.13%	Not reported	-25.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.39M	0.12%	Not reported	-23.6%	Q4 2021
HUBBHubbell Inc	$1.29M	0.11%	0.01%	-0.9%	Q4 2023
PFEPfizer Inc	$1.1M	0.10%	0.00%	-6.7%	Q4 2021
METAMeta Platforms, Inc.	$1.08M	0.09%	Not reported	-42.4%	Q4 2021
UPSUnited Parcel Service Inc	$869K	0.08%	0.00%	+25.8%	Q4 2021
DMAXFamilymeds Group, Inc.	$795K	0.07%	Not reported	-6.2%	Q2 2025
HDHome Depot, Inc.	$777K	0.07%	0.00%	+2.9%	Q4 2021
PGPROCTER & GAMBLE Co	$774K	0.07%	0.00%	-21.1%	Q4 2021
LLYELI LILLY & Co	$758K	0.07%	0.00%	-30.3%	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$734K	0.06%	0.02%	+2.8%	Q4 2021
UNHUnitedhealth Group Inc	$724K	0.06%	0.00%	-48.9%	Q4 2021
ABBVAbbVie Inc.	$616K	0.05%	0.00%	-6.3%	Q4 2021
JNJJohnson & Johnson	$595K	0.05%	0.00%	-39.4%	Q4 2021
MPCMarathon Petroleum Corp	$590K	0.05%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$551K	0.05%	0.00%	-14.0%	Q4 2021
PLTRPalantir Technologies Inc.	$546K	0.05%	0.00%	-5.0%	Q4 2021
XOMExxonMobil Holdings Corp	$509K	0.04%	0.00%	-30.5%	Q4 2021
WMTWalmart Inc.	$488K	0.04%	0.00%	-21.9%	Q4 2021
AXPAmerican Express Co	$488K	0.04%	0.00%	-12.4%	Q4 2021
BCATBlackRock Capital Allocation Term Trust	$476K	0.04%	Not reported	+5.2%	Q4 2021
KOCoca Cola Co	$468K	0.04%	0.00%	-19.1%	Q4 2021
VVisa Inc.	$466K	0.04%	0.00%	-53.3%	Q4 2021
MAMastercard Inc	$461K	0.04%	0.00%	-25.5%	Q4 2021
IBMInternational Business Machines Corp	$456K	0.04%	0.00%	-38.5%	Q4 2021
CVXChevron Corp	$449K	0.04%	0.00%	-10.6%	Q4 2021
TAt&T Inc.	$435K	0.04%	0.00%	+2.1%	Q4 2021
PJTPJT Partners Inc.	$431K	0.04%	0.01%	+0.1%	Q4 2021
TSLATesla, Inc.	$428K	0.04%	0.00%	-40.6%	Q4 2021

Premium opens every quarter this fund has filed