Amplius Wealth Advisors, LLC

CIK 0001900584 • 7 13F filings • Apr 10, 2025 – Oct 20, 2026

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Filer information

Filed by: Amplius Wealth Advisors, LLC, Chief Compliance Officer
Address: 1787 SENTRY PARKWAY WEST, VEVA 16, SUITE 100, BLUE BELL, PA, 19422
Phone: 215-310-7776
AUM: $1.19B

AUM over time

$1.46B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $961.5M183 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$221K	0.0%	1,663 SH
ABBVIE INC	COM	$590K	0.1%	2,814 SH
AECOM	COM	$208K	0.0%	2,241 SH
AFFILIATED MANAGERS GROUP INC	COM	$2.9M	0.3%	17,195 SH
AIR PRODS & CHEMS INC	COM	$319K	0.0%	1,081 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$241K	0.0%	1,825 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.2%	10,745 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.1%	8,433 SH
AMAZON COM INC	COM	$2.7M	0.3%	14,051 SH
AMER STATES WTR CO	COM	$236K	0.0%	3,000 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$23.1M	2.4%	384,391 SH
AMERICAN EXPRESS CO	COM	$439K	0.0%	1,630 SH
AMERICAN INTL GROUP INC	COM NEW	$234K	0.0%	2,692 SH
AON PLC	SHS CL A	$540K	0.1%	1,354 SH
APPLE INC	COM	$13.2M	1.4%	59,388 SH
AT&T INC	COM	$431K	0.0%	15,224 SH
AUTOMATIC DATA PROCESSING IN	COM	$267K	0.0%	875 SH
BANK AMERICA CORP	COM	$476K	0.0%	11,418 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$4.0M	0.4%	5 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.2%	3,656 SH
BLACKROCK CAP ALLOCATION TERM	COM	$418K	0.0%	29,005 SH
BLACKROCK INC	COM	$319K	0.0%	337 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$2.2M	0.2%	105,210 SH
BLACKROCK MUNIYIELD PA QLTY	COM	$125K	0.0%	11,111 SH
BLACKROCK SCIENCE & TECHNOLO	SHS BEN INT	$318K	0.0%	17,921 SH
BLACKSTONE INC	COM	$17.8M	1.9%	127,472 SH
BLACKSTONE MTG TR INC	COM CL A	$248K	0.0%	12,389 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$16.6M	1.7%	511,802 SH
BONDBLOXX ETF TRUST	BLOOMBERG TWO YR	$4.4M	0.5%	88,729 SH
BOSTON SCIENTIFIC CORP	COM	$240K	0.0%	2,381 SH
BROADCOM INC	COM	$1.8M	0.2%	10,774 SH
CALAMOS ETF TR	LADDERED S&P 500	$538K	0.1%	21,137 SH
CALAMOS ETF TR	NASDAQ 100 STRUC	$504K	0.1%	20,500 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$707K	0.1%	28,500 SH
CALAMOS ETF TR	S P 500 STRUCTUR	$10.9M	1.1%	406,400 SH
CHEVRON CORP NEW	COM	$565K	0.1%	3,379 SH
CHUBB LIMITED	COM	$19.9M	2.1%	66,060 SH
CISCO SYS INC	COM	$463K	0.0%	7,500 SH
COCA COLA CO	COM	$619K	0.1%	8,639 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$2.0M	0.2%	96,865 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$50.2M	5.2%	1,512,538 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$685K	0.1%	23,190 SH
COMCAST CORP NEW	CL A	$3.5M	0.4%	96,164 SH
CONSOLIDATED EDISON INC	COM	$266K	0.0%	2,402 SH
COSTCO WHSL CORP NEW	COM	$819K	0.1%	866 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$314K	0.0%	3,607 SH
DISNEY WALT CO	COM	$599K	0.1%	6,066 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$14.8M	1.5%	132,995 SH
EATON VANCE TAX-MANAGED GLOB	COM	$163K	0.0%	20,000 SH
ECOVYST INC	COM	$113K	0.0%	18,288 SH
EMCOR GROUP INC	COM	$227K	0.0%	613 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$257K	0.0%	13,848 SH
EXCHANGE LISTED FDS TR	SABA INT RATE	$559K	0.1%	26,202 SH
EXXON MOBIL CORP	COM	$907K	0.1%	7,630 SH
FAIR ISAAC CORP	COM	$273K	0.0%	148 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$200K	0.0%	2,369 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$207K	0.0%	2,976 SH
FIRST TR EXCHNG TRADED FD VI	CBOE VEST US EQ	$29.5M	3.1%	992,058 SH
GE AEROSPACE	COM NEW	$231K	0.0%	1,155 SH
GOLDMAN SACHS ETF TR	ACES ULTRA SHR	$32.4M	3.4%	641,389 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$983K	0.1%	27,586 SH
GOLUB CAP BDC INC	COM	$775K	0.1%	51,157 SH
HARBOR ETF TRUST	INTERNATNAL COMP	$24.7M	2.6%	930,282 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$1.4M	0.1%	35,426 SH
HARTFORD FDS EXCHANGE TRADED	SCHRDRS TAX BD	$32.3M	3.4%	1,686,359 SH
HOME DEPOT INC	COM	$700K	0.1%	1,910 SH
HUBBELL INC	COM	$1.0M	0.1%	3,037 SH
INDEXIQ ACTIVE ETF TR	IQ MACKAY INTRME	$664K	0.1%	27,685 SH
INNOVATOR ETFS TR	EQUITY DEF PROTN	$237K	0.0%	8,432 SH
INTERNATIONAL BUSINESS MACHS	COM	$645K	0.1%	2,595 SH
INTUIT	COM	$260K	0.0%	424 SH
INVESCO DB MULTI-SECTOR COMM	AGRICULTURE FD	$286K	0.0%	10,840 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$278K	0.0%	24,761 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$3.3M	0.3%	32,717 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$6.0M	0.6%	135,758 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.7M	0.2%	22,671 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.3M	0.8%	41,942 SH
INVESCO QQQ TR	UNIT SER 1	$33.1M	3.4%	70,518 SH
ISHARES GOLD TR	ISHARES NEW	$4.7M	0.5%	78,940 SH
ISHARES INC	CORE MSCI EMKT	$614K	0.1%	11,370 SH
ISHARES TR	CORE DIV GRWTH	$283K	0.0%	4,586 SH
ISHARES TR	CORE HIGH DV ETF	$819K	0.1%	6,765 SH
ISHARES TR	CORE MSCI EAFE	$996K	0.1%	13,163 SH
ISHARES TR	CORE MSCI TOTAL	$2.8M	0.3%	40,521 SH
ISHARES TR	CORE S&P MCP ETF	$2.4M	0.2%	40,491 SH
ISHARES TR	CORE S&P SCP ETF	$34.4M	3.6%	328,504 SH
ISHARES TR	CORE S&P TTL STK	$7.5M	0.8%	61,198 SH
ISHARES TR	CORE S&P US GWT	$15.2M	1.6%	119,264 SH
ISHARES TR	CORE S&P US VLU	$11.2M	1.2%	121,351 SH
ISHARES TR	CORE S&P500 ETF	$797K	0.1%	1,418 SH
ISHARES TR	ESG AWR MSCI USA	$231K	0.0%	1,894 SH
ISHARES TR	FUTURE AI & TECH	$691K	0.1%	21,960 SH
ISHARES TR	GLOBAL 100 ETF	$111.1M	11.6%	1,154,012 SH
ISHARES TR	IBONDS DEC 25	$473K	0.0%	17,672 SH
ISHARES TR	LARGE CAP MAX BU	$18.6M	1.9%	722,975 SH
ISHARES TR	MSCI ACWI ETF	$8.2M	0.9%	70,437 SH
ISHARES TR	MSCI EAFE ETF	$660K	0.1%	8,079 SH
ISHARES TR	MSCI USA MMENTM	$544K	0.1%	2,690 SH
ISHARES TR	MSCI USA QLT FCT	$1.7M	0.2%	9,667 SH
ISHARES TR	RUS 1000 ETF	$245K	0.0%	800 SH
ISHARES TR	RUS 1000 GRW ETF	$4.7M	0.5%	12,992 SH
ISHARES TR	RUS 1000 VAL ETF	$1.2M	0.1%	6,222 SH
ISHARES TR	RUS MD CP GR ETF	$318K	0.0%	2,710 SH
ISHARES TR	RUSSELL 2000 ETF	$414K	0.0%	2,075 SH
ISHARES TR	S&P 100 ETF	$25.6M	2.7%	94,418 SH
ISHARES TR	S&P 500 GRWT ETF	$522K	0.1%	5,623 SH
ISHARES TR	S&P 500 VAL ETF	$332K	0.0%	1,744 SH
ISHARES TR	S&P MC 400GR ETF	$722K	0.1%	8,675 SH
ISHARES TR	S&P SML 600 GWT	$1.2M	0.1%	9,677 SH
ISHARES U S ETF TR	COMMODITY CURVE	$1.3M	0.1%	65,511 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$6.6M	0.7%	125,388 SH
J P MORGAN EXCHANGE TRADED F	INTERNL GWT	$250K	0.0%	3,943 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$13.0M	1.4%	259,968 SH
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$1.5M	0.2%	22,022 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$35.4M	3.7%	616,916 SH
JOHNSON & JOHNSON	COM	$864K	0.1%	5,211 SH
JPMORGAN CHASE & CO	COM	$2.7M	0.3%	11,138 SH
LILLY ELI & CO	COM	$1.3M	0.1%	1,546 SH
LOCKHEED MARTIN CORP	COM	$273K	0.0%	611 SH
LOWES COS INC	COM	$203K	0.0%	870 SH
MARSH & MCLENNAN COS INC	COM	$645K	0.1%	2,645 SH
MASTERCARD INCORPORATED	CL A	$800K	0.1%	1,459 SH
MERCK & CO INC	COM	$255K	0.0%	2,836 SH
META PLATFORMS INC	CL A	$1.4M	0.1%	2,489 SH
MICROSOFT CORP	COM	$4.3M	0.4%	11,364 SH
MORGAN STANLEY	COM NEW	$450K	0.0%	3,861 SH
NETFLIX INC	COM	$329K	0.0%	353 SH
NEXTERA ENERGY INC	COM	$316K	0.0%	4,454 SH
NVIDIA CORPORATION	COM	$2.0M	0.2%	18,079 SH
OWL ROCK CAPITAL CORPORATION	COM	$644K	0.1%	43,949 SH
PACER FDS TR	DEVELOPED MRKT	$5.8M	0.6%	185,664 SH
PACER FDS TR	GLOBL CASH ETF	$2.2M	0.2%	60,236 SH
PACER FDS TR	US CASH COWS 100	$228K	0.0%	4,173 SH
PEPSICO INC	COM	$202K	0.0%	1,347 SH
PFIZER INC	COM	$1.2M	0.1%	46,542 SH
PIMCO INCOME STRATEGY FD II	COM	$83K	0.0%	11,000 SH
PJT PARTNERS INC	COM CL A	$334K	0.0%	2,423 SH
PNC FINL SVCS GROUP INC	COM	$239K	0.0%	1,359 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.1%	6,147 SH
PROGRESSIVE CORP	COM	$250K	0.0%	882 SH
PUTNAM ETF TRUST	FOCUSED LAR CAP	$71.7M	7.5%	1,883,958 SH
RBB FD INC	MOTLEY FOL ETF	$50.1M	5.2%	901,527 SH
RBB FD INC	US TREASRY 12 MT	$1.0M	0.1%	20,831 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$383K	0.0%	3,976 SH
SELECT SECTOR SPDR TR	FINANCIAL	$484K	0.1%	9,723 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$277K	0.0%	1,897 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$836K	0.1%	4,048 SH
SERVICENOW INC	COM	$206K	0.0%	259 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$12.6M	1.3%	29,983 SH
SPDR GOLD TR	GOLD SHS	$2.6M	0.3%	8,998 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.3M	0.7%	11,250 SH
SPDR SER TR	PORTFOLIO S&P600	$238K	0.0%	5,831 SH
SPDR SER TR	S&P BIOTECH	$244K	0.0%	3,005 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$255K	0.0%	1,534 SH
TESLA INC	COM	$411K	0.0%	1,586 SH
TJX COS INC NEW	COM	$283K	0.0%	2,324 SH
UBER TECHNOLOGIES INC	COM	$302K	0.0%	4,140 SH
UNITED PARCEL SERVICE INC	CL B	$916K	0.1%	8,329 SH
UNITEDHEALTH GROUP INC	COM	$563K	0.1%	1,075 SH
UNIVERSAL HLTH SVCS INC	CL B	$241K	0.0%	1,282 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.5M	0.5%	58,966 SH
VANGUARD INDEX FDS	GROWTH ETF	$400K	0.0%	1,079 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$481K	0.1%	2,995 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.1%	2,124 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$296K	0.0%	1,591 SH
VANGUARD INDEX FDS	SMALL CP ETF	$654K	0.1%	2,951 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$743K	0.1%	2,952 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.1%	4,548 SH
VANGUARD INDEX FDS	VALUE ETF	$2.3M	0.2%	13,563 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$804K	0.1%	8,665 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	0.6%	27,536 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$240K	0.0%	4,721 SH
VANGUARD WORLD FDS	FINANCIALS ETF	$352K	0.0%	2,943 SH
VERISK ANALYTICS INC	COM	$2.6M	0.3%	8,880 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$31.6M	3.3%	623,732 SH
VISA INC	COM CL A	$809K	0.1%	2,307 SH
WALMART INC	COM	$322K	0.0%	3,673 SH
WASTE MGMT INC DEL	COM	$384K	0.0%	1,657 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$266K	0.0%	6,132 SH
WISDOMTREE TR	ITL HIGH DIV FD	$253K	0.0%	5,968 SH
WISDOMTREE TR	US LARGECAP DIVD	$2.1M	0.2%	26,075 SH
WISDOMTREE TR	US QTLY DIV GRT	$21.7M	2.3%	271,502 SH
WISDOMTREE TR	US TOTAL DIVIDND	$430K	0.0%	5,586 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001900584-26-000001	$1.19B	View
Oct 20, 2026	Q3 2026	13F-HR	0001900584-26-000006	$1.46B	View
Oct 21, 2025	Q3 2025