Amplius Wealth Advisors, LLC
CIK 1900584
13F filing for Q2 2026・No. 2,114
- Holdings
- US$1.36B
- Quarter change
- +US$165.08M
- Entries
- 211
- Net bought (estimate)
- +US$40.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 43
- Sold out 7
- Cut 58
- Added 92
- Corporate actions 0
- Unchanged 18
Largest holdings
211 stocks worth US$1.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EA SERIES TRUSTAMPLIUS AGGRESSV | Added | 9,090,785 | US$276.77M | 20.28% |
| PUTNAM ETF TRUSTFOCUSED LAR CAP | Added | 2,038,034 | US$103.84M | 7.61% |
| COLUMBIA ETF TR IRESH ENHNC COR | Added | 1,675,097 | US$72.5M | 5.31% |
| RBB FD INCMOTLEY FOL ETF | Cut | 936,549 | US$71.33M | 5.23% |
| JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI | Added | 685,861 | US$51.41M | 3.77% |
| ISHARES TRCORE S&P SCP ETF | Added | 342,349 | US$50.77M | 3.72% |
| ISHARES TRGLOBAL 100 ETF | Cut | 305,892 | US$41.78M | 3.06% |
| GOLDMAN SACHS ETF TRACES ULTRA SHR | Added | 816,573 | US$41.3M | 3.03% |
| VICTORY PORTFOLIOS IISHORT TRM BD ETF | Added | 790,733 | US$40.03M | 2.93% |
| COLUMBIA ETF TR ICORE BOND ETF | New | 1,330,753 | US$39.9M | 2.92% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.