Latest Amplius Wealth Advisors, LLC Stock Portfolio

Amplius Wealth Advisors, LLC Performance:

2025 Q4: 2.21%YTD: 11.04%2024: 11.34%

Performance for 2025 Q4 is 2.21%, and YTD is 11.04%, and 2024 is 11.34%.

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 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1 Billions. In it's latest 13F Holdings report, Amplius Wealth Advisors, LLC reported an equity portfolio of $1.2 Billions as of 31 Dec, 2025.

The top stock holdings of Amplius Wealth Advisors, LLC are , PFUT, DIAL. The fund has invested 20.5% of it's portfolio in EA SERIES TRUST and 7.8% of portfolio in PUTNAM ETF TRUST.

The fund managers got completely rid off HARBOR ETF TRUST (HAPY), GRAYSCALE BITCOIN TRUST ETF and AMEREN CORP (AEE) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), MARATHON PETE CORP (MPC) and ISHARES TR (BGRN). Amplius Wealth Advisors, LLC opened new stock positions in VANECK ETF TRUST (AFK), ISHARES BITCOIN TRUST ETF and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), SELECT SECTOR SPDR TR (XLB) and ISHARES INC (EMGF).

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

Our best estimate is that Amplius Wealth Advisors, LLC made a return of 2.21% in the last quarter. In trailing 12 months, it's portfolio return was 11.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	1,479,340
ishares bitcoin trust etf	238,599
select sector spdr tr	237,154
3m co	220,832
citigroup inc	211,909
ishares tr	207,961
rithm capital corp	169,296
blackrock tech and private e	78,058

New stocks bought by Amplius Wealth Advisors, LLC

Additions

Ticker	% Inc.
servicenow inc	411
select sector spdr tr	100
ishares inc	76.23
vanguard tax-managed fds	27.46
energy transfer l p	27.28
owl rock capital corporation	18.19
exxon mobil corp	16.88
visa inc	14.58

Additions to existing portfolio by Amplius Wealth Advisors, LLC

Reductions

Ticker	% Reduced
pfizer inc	-75.89
marathon pete corp	-48.79
ishares tr	-34.76
blackstone secd lending fd	-29.48
hartford fds exchange traded	-22.54
golub cap bdc inc	-21.48
medtronic plc	-17.47
nextera energy inc	-16.29

Amplius Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tronox holdings plc	-50,451
coty inc	-46,549
harbor etf trust	-274,397
grayscale bitcoin trust etf	-227,657
ameren corp	-220,451
air prods & chems inc	-202,631

Amplius Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Amplius Wealth Advisors, LLC has about 85.2% of it's holdings in Others sector.

Sector	%
Others	85.2
Financial Services	4.6
Utilities	4.3
Technology	3.9

Market Cap. Distribution

Amplius Wealth Advisors, LLC has about 8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.2
LARGE-CAP	4.6
SMALL-CAP	4.2
MEGA-CAP	3.4
MID-CAP	2.6

Stocks belong to which Index?

About 14.4% of the stocks held by Amplius Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.6
S&P 500	8.2
RUSSELL 2000	6.2

Top 5 Winners (%)		%
LLY	lilly eli & co	39.9 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	27.6 %
BIL	spdr ser tr	21.6 %
AMG	affiliated managers group inc	20.9 %

Top 5 Winners ($)		$
	ea series trust	6.0 M
PFUT	putnam etf trust	5.8 M
CB	chubb limited	2.2 M
IJR	ishares tr	2.2 M
	capital group international	1.7 M

Top 5 Losers (%)		%
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-41.8 %
ACM	aecom	-26.9 %
UBER	uber technologies inc	-16.6 %
HD	home depot inc	-14.8 %

Top 5 Losers ($)		$
BX	blackstone inc	-2.1 M
NOW	servicenow inc	-0.7 M
XLB	select sector spdr tr	-0.7 M
AMPS	ishares tr	-0.5 M
VRSK	verisk analytics inc	-0.3 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 176 stocks in it's portfolio. About 60.6% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. was the most profitable stock for Amplius Wealth Advisors, LLC last quarter.

Last Reported on: 12 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.08	47,548	12,926,400	reduced	-1.94

AAXJ	ishares tr	1.03	86,438	12,230,100	added	6.44

AAXJ	ishares tr	0.08	8,708	929,144	unchanged	0.00

AAXJ	ishares tr	0.03	3,190	341,680	added	1.01

ABBV	abbvie inc	0.04	2,339	534,438	reduced	-12.13

ACM	aecom	0.02	2,241	213,635	reduced	-0.22

ACWF	ishares tr	0.02	3,351	232,626	unchanged	0.00

AEE	ameren corp	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	2.63	407,425	31,379,900	added	1.5

AFK	vaneck etf trust	0.12	104,326	1,479,340	new

AFLG	first tr exchng traded fd vi	0.33	114,440	3,920,730	reduced	-12.1

AFTY	pacer fds tr	0.35	108,802	4,208,470	reduced	-1.63

AFTY	pacer fds tr	0.14	39,638	1,633,880	reduced	-11.51

AGOV	exchange listed fds tr	0.05	27,551	634,786	added	1.86

AGT	ishares tr	0.02	1,953	290,958	reduced	-6.24

AGT	ishares tr	0.02	2,521	207,961	new

AGZD	wisdomtree tr	0.57	119,390	6,796,890	reduced	-2.37

AGZD	wisdomtree tr	0.15	20,213	1,780,360	added	11.59

AGZD	wisdomtree tr	0.08	14,084	940,811	reduced	-7.65

AGZD	wisdomtree tr	0.03	3,800	322,544	unchanged	0.00