Latest Amplius Wealth Advisors, LLC Stock Portfolio

Amplius Wealth Advisors, LLC Performance:

2026 Q1: -1.87%YTD: -1.87%2025: 11.2%

Performance for 2026 Q1 is -1.87%, and YTD is -1.87%, and 2025 is 11.2%.

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 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Amplius Wealth Advisors, LLC reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Amplius Wealth Advisors, LLC are , PFUT, DIAL. The fund has invested 20.2% of it's portfolio in EA SERIES TRUST and 7.7% of portfolio in PUTNAM ETF TRUST.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES BITCOIN TRUST ETF and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), BLACKSTONE SECD LENDING FD and VANGUARD BD INDEX FDS (BIV). Amplius Wealth Advisors, LLC opened new stock positions in VANECK ETF TRUST (BUZZ), ISHARES INC (EMGF) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), GOLUB CAP BDC INC (GBDC) and BROADCOM INC (AVGO).

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

Our best estimate is that Amplius Wealth Advisors, LLC made a return of -1.87% in the last quarter. In trailing 12 months, it's portfolio return was 11.77%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	12,543,700
ishares inc	8,631,700
vanguard intl equity index f	652,836
ishares tr	231,072
merck & co inc	220,492
emcor group inc	216,325
air prods & chems inc	214,963
netflix inc.	211,338

New stocks bought by Amplius Wealth Advisors, LLC

Additions

Ticker	% Inc.
vaneck etf trust	873
golub cap bdc inc	99.97
broadcom inc	54.3
ishares inc	37.81
vanguard index fds	21.33
j p morgan exchange traded f	15.2
invesco exch traded fd tr ii	13.6
invesco exch traded fd tr ii	13.47

Additions to existing portfolio by Amplius Wealth Advisors, LLC

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-89.01
blackstone secd lending fd	-52.21
vanguard bd index fds	-29.35
ishares tr	-29.08
j p morgan exchange traded f	-25.71
rbb fd inc	-23.51
hartford fds exchange traded	-23.08
ishares tr	-19.99

Amplius Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ecovyst inc	-177,939
blackrock tech and private e	-78,058
xai octagn flt rat & alt inm	-53,672
innovator etfs tr	-203,698
ishares bitcoin trust etf	-238,599
medtronic plc	-216,423
aecom	-213,635
vanguard world fd	-229,596

Amplius Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Amplius Wealth Advisors, LLC has about 85.3% of it's holdings in Others sector.

Sector	%
Others	85.3
Utilities	4.5
Financial Services	4.2
Technology	3.9

Market Cap. Distribution

Amplius Wealth Advisors, LLC has about 7.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.3
MID-CAP	5.1
LARGE-CAP	4
MEGA-CAP	3.5
SMALL-CAP	2.1

Stocks belong to which Index?

About 14.2% of the stocks held by Amplius Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.7
S&P 500	7.6
RUSSELL 2000	6.6

Top 5 Winners (%)		%
MPC	marathon pete corp	50.1 %
XOM	exxon mobil corp	39.9 %
CVX	chevron corp new	35.4 %
LMT	lockheed martin corp	23.0 %
JNJ	johnson & johnson	17.4 %

Top 5 Winners ($)		$
PFUT	putnam etf trust	1.7 M
AEMB	american centy etf tr	1.4 M
IJR	ishares tr	1.4 M
JHCB	john hancock exchange traded	1.1 M
CB	chubb limited	1.0 M

Top 5 Losers (%)		%
BX	blackstone inc	-25.3 %
MSFT	microsoft corp	-23.2 %
AXP	american express co	-18.1 %
IBM	international business machs	-18.1 %
PLTR	palantir technologies inc	-17.3 %

Top 5 Losers ($)		$
EERN	rbb fd inc	-5.5 M
	ea series trust	-5.3 M
BX	blackstone inc	-5.0 M
DIAL	columbia etf tr i	-3.1 M
IJR	ishares tr	-1.9 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 174 stocks in it's portfolio. About 59.6% of the portfolio is in top 10 stocks. EERN proved to be the most loss making stock for the portfolio. PFUT was the most profitable stock for Amplius Wealth Advisors, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.00	47,078	11,948,000	reduced	-0.99

AAXJ	ishares tr	1.00	86,434	11,959,900	reduced	0.00

AAXJ	ishares tr	0.08	8,708	927,402	unchanged	0.00

AAXJ	ishares tr	0.03	3,461	367,418	added	8.5

AAXJ	ishares tr	0.02	4,350	231,072	new

ABBV	abbvie inc	0.04	2,344	509,797	added	0.21

ACM	aecom	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.02	3,453	242,332	added	3.04

AEMB	american centy etf tr	2.60	386,797	31,168,100	reduced	-5.06

AFK	vaneck etf trust	1.08	1,015,190	12,994,400	added	873

AFLG	first tr exchng traded fd vi	0.26	91,847	3,101,680	reduced	-19.74

AFTY	pacer fds tr	0.35	99,617	4,227,730	reduced	-8.44

AFTY	pacer fds tr	0.15	39,603	1,831,250	reduced	-0.09

AGOV	exchange listed fds tr	0.05	28,382	640,007	added	3.02

AGT	ishares tr	0.03	2,115	299,103	added	8.29

AGT	ishares tr	0.02	2,521	210,710	unchanged	0.00

AGZD	wisdomtree tr	0.56	114,870	6,668,040	reduced	-3.79

AGZD	wisdomtree tr	0.16	21,019	1,877,630	added	3.99

AGZD	wisdomtree tr	0.09	15,620	1,049,980	added	10.91

AGZD	wisdomtree tr	0.03	3,800	328,168	unchanged	0.00