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Latest Amplius Wealth Advisors, LLC Stock Portfolio

$1.36Billion | No. of Holdings #210

Amplius Wealth Advisors, LLC Performance

2026 Q2+9.21%
YTD+7.17%
2025+11.20%

About Amplius Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Amplius Wealth Advisors, LLC is a hedge fund based in Blue Bell, PA. On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Amplius Wealth Advisors, LLC reported an equity portfolio of $1.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Amplius Wealth Advisors, LLC are , PFUT, DIAL. The fund has invested 20.3% of it's portfolio in EA SERIES TRUST and 7.6% of portfolio in PUTNAM ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in HUBBELL INC (HUBB), ISHARES TR (AMPS) and HARTFORD FDS EXCHANGE TRADED (HCOM). Amplius Wealth Advisors, LLC opened new stock positions in COLUMBIA ETF TR I (DIAL), ROCKET LAB CORP and ASML HLDG NV (ASML). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AMPS) and ISHARES TR (IJR).
Amplius Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$1.36Billion
  as of Jul 17, 2026

Amplius Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Amplius Wealth Advisors, LLC made a return of 9.21% in the last quarter. In trailing 12 months, it's portfolio return was 14.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
columbia etf tr i39,896,000
rocket lab corp2,170,410
exxon mobil corp882,254
asml hldg nv708,241
northern lts fd tr iii646,798
palo alto networks inc567,116
rocket cos inc558,400
caterpillar inc523,931
New stocks bought by Amplius Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds483
ishares tr400
ishares tr303
costco whsl corp new 148
mastercard incorporated 99.69
johnson & johnson90.99
citigroup inc83.64
american express co70.19
Additions to existing portfolio by Amplius Wealth Advisors, LLC

Reductions

Ticker% Reduced
hubbell inc-68.08
ishares tr-60.69
hartford fds exchange traded-52.53
wisdomtree tr-42.84
hartford fds exchange traded-34.21
vanguard bd index fds-25.76
indexiq active etf tr-24.4
blackstone secd lending fd-23.66
Amplius Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-927,402
exxon mobil corp -929,058
ishares tr-231,072
ishares tr-210,710
netflix inc.-211,338
vanguard intl equity index f-290,610
ishares tr-914,277
Amplius Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Amplius Wealth Advisors, LLC has about 87.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Utilities
Sector%
Others87.4
Technology4.4
Financial Services4.2
Utilities1.6

Market Cap. Distribution

Amplius Wealth Advisors, LLC has about 8.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED87.4
MEGA-CAP4.1
LARGE-CAP4
MID-CAP2.3
SMALL-CAP2.2

Stocks belong to which Index?

About 11.9% of the stocks held by Amplius Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others88.1
S&P 5008
RUSSELL 20003.9
Top 5 Winners (%)%
INTC
intel corp
198.1 %
BGRN
ishares tr
60.9 %
UNH
unitedhealth group inc
51.8 %
XLB
select sector spdr tr
42.5 %
CSCO
cisco sys inc
40.0 %
Top 5 Winners ($)$
ea series trust
33.5 M
EERN
rbb fd inc
9.7 M
PFUT
putnam etf trust
9.1 M
IJR
ishares tr
8.1 M
QQQ
invesco qqq tr
8.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.5 %
AMPS
ishares tr
-70.3 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.5 %
PLTR
palantir technologies inc
-20.1 %
Top 5 Losers ($)$
IJR
ishares tr
-2.6 M
AMPS
ishares tr
-2.2 M
VB
vanguard index fds
-1.2 M
IAU
ishares gold tr
-0.8 M
GLD
spdr gold tr
-0.5 M

Amplius Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Amplius Wealth Advisors, LLC

Amplius Wealth Advisors, LLC has 210 stocks in it's portfolio. About 57.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. was the most profitable stock for Amplius Wealth Advisors, LLC last quarter.

$1.36BTotal Value
218Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Amplius Wealth Advisors, LLC, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0.99%85,773
$13.46M
0.99%
decreased 0.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0.03%3,859
$415.3K
0.03%
increased 11.5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0.02%2,942
$223.0K
0.02%
decreased 14.8 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Amplius Wealth Advisors, LLC's holding in American Centy Etf Tr over time
2.56%362,842
$35.01M
2.56%
decreased 6.19 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Amplius Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.96%1,033,780
$13.09M
0.96%
increased 1.83 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Amplius Wealth Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.19%70,158
$2.56M
0.19%
decreased 23.61 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Amplius Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0.3%97,471
$4.06M
0.3%
decreased 2.15 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Amplius Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0.12%37,975
$1.64M
0.12%
decreased 4.11 percentreduced
AGOV
Exchange Listed Fds Tr

Exchange Listed Fds Tr

AGOV
Amplius Wealth Advisors, LLC's holding in Exchange Listed Fds Tr over time
0.05%28,861
$740.0K
0.05%
increased 1.69 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0.03%2,115
$346.2K
0.03%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Amplius Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Amplius Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.33%65,656
$4.45M
0.33%
decreased 42.84 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Amplius Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.15%21,019
$2.02M
0.15%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Amplius Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.07%13,382
$1.01M
0.07%
decreased 14.33 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Amplius Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.03%3,800
$354.3K
0.03%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Amplius Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.02%4,307
$233.1K
0.02%
decreased 16.64 percentreduced