Amplius Wealth Advisors, LLC 13F Holdings
CIK 0001900584 · BLUE BELL, PA
As of Sep 30, 2025, Amplius Wealth Advisors, LLC reported 174 positions worth
CIK 0001900584 · BLUE BELL, PA
As of Sep 30, 2025, Amplius Wealth Advisors, LLC reported 174 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EA SERIES TRUST | AAAA | — | 8,794,030 | $234.5M | 20.27% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | — | 2,006,838 | $85.7M | 7.41% |
| COLUMBIA RESEARCH ENHANCED CORE ETF | RECS | — | 1,599,668 | $64.5M | 5.58% |
| MOTLEY FOOL 100 INDEX ETF | TMFC | — | 902,184 | $63.6M | 5.50% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 469,418 | $48.5M | 4.19% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 658,647 | $42.6M | 3.68% |
| GOLDMAN SACHS ULTRA SHORT BOND ETF | GSST | — | 783,434 | $39.7M | 3.43% |
| ISHARES GLOBAL 100 ETF | IOO | — | 330,257 | $39.6M | 3.43% |
| VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF | USTB | — | 762,893 | $38.9M | 3.36% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 319,082 | $37.9M | 3.28% |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | CGIC | — | 1,016,251 | $31.3M | 2.71% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 401,410 | $30.1M | 2.61% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 44,215 | $26.5M | 2.29% |
| ISHARES S&P 100 ETF | OEF | — | 74,251 | $24.7M | 2.14% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 248,994 | $22.2M | 1.91% |
| BLACKSTONE INC | BX | Financial Services | 125,821 | $21.5M | 1.86% |
| CHUBB LTD | CB | Financial Services | 76,070 | $21.5M | 1.86% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 178,222 | $20.3M | 1.75% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 297,515 | 5.0M | 1.30% |
| BLACKSTONE SECURED LENDING FUND | BXSL | Financial Services | 568,826 | 4.8M | 1.28% |
| APPLE INC | AAPL | Technology | 48,491 | 2.3M | 1.07% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 25,531 | 1.8M | 1.02% |
| ISHARES MSCI ACWI ETF | ACWI | — | 81,208 | 1.2M | 0.97% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 87,703 | $8.8M | 0.76% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 160,469 | $8.7M | 0.75% |