Investor
Amplius Wealth Advisors, LLC
CIK 0001900584 · filed 2026-04-13 · SEC filing
13F book
$1.2B
Positions
175
10 new · 12 sold
Largest name
20.2%
Ea Series Trust
Est. mark
−$22.2M
Price effect on 165 names still held. Flow $30M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ea Series Trust | — | 9.07M | $242.5M | 20.2% | −$5.3M | Added−$2.12M |
| Putnam Etf Trust | — | 1.98M | $91.8M | 7.7% | $1.64M | Cut−$1.15M |
| Columbia Etf Tr I | — | 1.66M | $64.8M | 5.4% | −$3.02M | Added−$1.53M |
| Rbb Fd Inc | — | 969.2K | $63.9M | 5.3% | −$5.3M | Added−$1.68M |
| Ishares Tr | — | 510.3K | $52.8M | 4.4% | $502K | Added$3.36M |
| John Hancock Exchange Traded | — | 670.9K | $45M | 3.8% | $1.1M | Cut$979.1K |
| Ishares Tr | — | 336.1K | $41.8M | 3.5% | $1.35M | Added$2.45M |
| Goldman Sachs Etf Tr | — | 752.3K | $38M | 3.2% | $60.2K | Cut−$1.7M |
| Ishares Tr | — | 309.9K | $37.5M | 3.1% | −$1.77M | Cut−$3.48M |
| Victory Portfolios Ii | — | 733.3K | $37.1M | 3.1% | −$190.7K | Cut−$2.04M |
| Capital Group International | — | 992.4K | $32.9M | 2.7% | $605.4K | Cut−$703.9K |
| American Centy Etf Tr | — | 386.8K | $31.2M | 2.6% | $1.38M | Cut−$211.8K |
| Invesco Qqq Tr | — | 49.1K | $28.3M | 2.4% | −$1.67M | Added$638.9K |
| Wisdomtree Tr | — | 283.4K | $24.9M | 2.1% | −$407K | Added$2M |
| Ea Series Trust | — | 212K | $24.7M | 2.1% | $228.3K | Added$2.57M |
| Chubb Limited | — | 75.3K | $24.6M | 2.0% | $1.03M | Added$1.36M |
| Ishares Tr | — | 76.6K | $24.3M | 2.0% | −$1.84M | Added−$1.03M |
| J P Morgan Exchange Traded F | — | 384.6K | $19.2M | 1.6% | −$170.3K | Added$2.37M |
| Blackstone Inc. | BX | 128.7K | $14.8M | 1.2% | −$4.97M | Added−$4.75M |
| Vaneck Etf Trust | — | 1.02M | $13M | 1.1% | −$144K | Added$11.5M |
| Vaneck Etf Trust | — | 584.1K | $12.5M | 1.0% | — | New |
| Spdr Dow Jones Indl Average | — | 26.3K | $12.2M | 1.0% | −$437.1K | Added$94.2K |
| Ishares Tr | — | 86.4K | $12M | 1.0% | −$269.7K | Cut−$270.2K |
| Apple Inc. | AAPL | 47.1K | $11.9M | 1.0% | −$850.6K | Cut−$978.4K |
| Invesco Exch Traded Fd Tr Ii | — | 191.8K | $10.5M | 0.9% | −$123.2K | Added$1.14M |
| Ishares Tr | — | 84.6K | $8.65M | 0.7% | −$24.5K | Cut−$296.2K |
| Ishares Inc | — | 142.8K | $8.63M | 0.7% | — | New |
| Ishares Tr | — | 49.1K | $6.99M | 0.6% | −$307.1K | Cut−$344.9K |
| Spdr S&P 500 Etf Tr | — | 10.3K | $6.7M | 0.6% | −$325.4K | Cut−$330.8K |
| Wisdomtree Tr | — | 114.9K | $6.67M | 0.6% | $128.5K | Cut−$128.9K |
| Ishares Tr | — | 42.3K | $6.56M | 0.5% | −$542.7K | Cut−$582K |
| Ishares Gold Tr | — | 64.5K | $5.69M | 0.5% | $451K | Cut$437.4K |
| Affiliated Managers Group In | — | 19.6K | $5.43M | 0.5% | −$227.1K | Added−$226.3K |
| Blackstone Secd Lending Fd | — | 191.7K | $4.54M | 0.4% | −$506.1K | Cut−$6.02M |
| Pacer Fds Tr | — | 99.6K | $4.23M | 0.4% | $374.5K | Cut$19.3K |
| Invesco Exchange Traded Fd T | — | 20K | $3.83M | 0.3% | $7.23K | Cut−$60.8K |
| Ishares Tr | — | 41.9K | $3.63M | 0.3% | $83.1K | Added$109K |
| Berkshire Hathaway Inc Del | — | 5 | $3.59M | 0.3% | −$183.3K | Held |
| Broadcom Inc. | AVGO | 11.6K | $3.58M | 0.3% | −$274.5K | Added$986.8K |
| Spdr Gold Tr | — | 7.65K | $3.29M | 0.3% | $260K | Cut$228.7K |
| First Tr Exchng Traded Fd Vi | — | 91.8K | $3.1M | 0.3% | −$45K | Cut−$819K |
| Amazon Com Inc | AMZN | 13.9K | $2.89M | 0.2% | −$310.2K | Added−$288.3K |
| Microsoft Corp | MSFT | 7.38K | $2.73M | 0.2% | −$837.3K | Cut−$914.2K |
| Comcast Corp New | — | 90.8K | $2.61M | 0.2% | −$106.8K | Added−$97.1K |
| Vanguard Bd Index Fds | — | 32.6K | $2.51M | 0.2% | −$22.8K | Cut−$1.08M |
| Alphabet Inc | — | 8.67K | $2.49M | 0.2% | −$220.5K | Cut−$237.1K |
| Bondbloxx Etf Trust | — | 49.1K | $2.42M | 0.2% | −$8.64K | Cut−$547.2K |
| Vanguard Specialized Funds | — | 11.2K | $2.42M | 0.2% | −$53.2K | Cut−$77.4K |
| Calamos Etf Tr | — | 82.9K | $2.39M | 0.2% | $19.1K | Cut−$506.7K |
| Blackrock Mun Target Term Tr | — | 103.6K | $2.35M | 0.2% | −$12.4K | Cut−$38.1K |
| Verisk Analytics, Inc. | VRSK | 11.6K | $2.19M | 0.2% | −$392.2K | Cut−$532.7K |
| Nvidia Corp | NVDA | 12.1K | $2.12M | 0.2% | −$146.7K | Cut−$147.5K |
| Calamos Etf Tr | — | 76.2K | $2.08M | 0.2% | $2.29K | Cut−$76.4K |
| Columbia Etf Tr I | — | 98.2K | $2.01M | 0.2% | −$8.8K | Added$197.9K |
| Wisdomtree Tr | — | 21K | $1.88M | 0.2% | $25.3K | Added$97.3K |
| Alphabet Inc | — | 6.44K | $1.85M | 0.2% | −$170.8K | Added−$143.3K |
| Pacer Fds Tr | — | 39.6K | $1.83M | 0.2% | $198.8K | Cut$197.4K |
| Ishares Tr | — | 25.1K | $1.69M | 0.1% | $38.4K | Cut−$45.7K |
| Jpmorgan Chase & Co. | — | 5.56K | $1.64M | 0.1% | −$156K | Cut−$170.5K |
| Invesco Exch Traded Fd Tr Ii | — | 13.2K | $1.52M | 0.1% | $4.78K | Added$185.1K |
| Ishares Tr | — | 3.46K | $1.48M | 0.1% | −$162.3K | Held |
| Hubbell Inc | HUBB | 3K | $1.47M | 0.1% | $140.1K | Held |
| Vanguard Index Fds | — | 7.46K | $1.46M | 0.1% | $37.2K | Added$101.4K |
| Ishares Tr | — | 48.1K | $1.29M | 0.1% | −$6.41K | Held |
| Ishares Tr | — | 5.99K | $1.28M | 0.1% | $19.9K | Cut−$35.4K |
| Ishares Tr | — | 13.8K | $1.25M | 0.1% | $14.8K | Cut−$493.1K |
| Berkshire Hathaway Inc Del | — | 2.42K | $1.16M | 0.1% | −$56.8K | Cut−$57.8K |
| Ishares Inc | — | 16.6K | $1.16M | 0.1% | $42.1K | Cut−$8.3K |
| Golub Cap Bdc Inc | — | 84.2K | $1.07M | 0.1% | −$38.3K | Added$494.3K |
| Wisdomtree Tr | — | 15.6K | $1.05M | 0.1% | $5.92K | Added$109.2K |
| J P Morgan Exchange Traded F | — | 15.1K | $939.4K | 0.1% | $21.1K | Cut−$7.42M |
| Exxon Mobil Corp | — | 5.48K | $929.1K | 0.1% | $260.3K | Added$294K |
| Ishares Tr | — | 8.71K | $927.4K | 0.1% | −$1.74K | Held |
| John Hancock Exchange Traded | — | 11.8K | $919.7K | 0.1% | −$18.6K | Cut−$67.9K |
| Eli Lilly & Co | LLY | 999 | $918.9K | 0.1% | −$154.8K | Cut−$184.8K |
| Ishares Tr | — | 1.4K | $914.3K | 0.1% | −$44.4K | Added−$41.8K |
| Ishares Tr | — | 6.67K | $905.8K | 0.1% | $94.2K | Held |
| Select Sector Spdr Tr | — | 6.66K | $885.1K | 0.1% | −$73.7K | Held |
| Johnson & Johnson | JNJ | 3.61K | $881.4K | 0.1% | $126.1K | Added$184.8K |
| United Parcel Service Inc | UPS | 8.77K | $862.8K | 0.1% | −$7.07K | Added−$3.43K |
| Ishares Tr | — | 4.27K | $818.9K | 0.1% | −$29.1K | Added−$28.9K |
| Meta Platforms, Inc. | META | 1.4K | $800.5K | 0.1% | −$123K | Cut−$129.6K |
| Ishares Tr | — | 29.6K | $787.7K | 0.1% | −$2.94K | Held |
| Ishares Tr | — | 8.08K | $784.7K | 0.1% | $8.89K | Held |
| Vanguard Index Fds | — | 2.92K | $763.8K | 0.1% | $11.5K | Added$13.4K |
| Invesco Exch Traded Fd Tr Ii | — | 10.2K | $744.2K | 0.1% | $17.5K | Held |
| Ishares Tr | — | 26.3K | $739.2K | 0.1% | −$911 | Cut−$80.3K |
| Calamos Etf Tr | — | 26.5K | $714.2K | 0.1% | $4.66K | Cut−$48.9K |
| Goldman Sachs Etf Tr | — | 16.5K | $712K | 0.1% | $3.14K | Held |
| Rbb Fd Inc | — | 13.5K | $674.8K | 0.1% | −$1.62K | Cut−$209.5K |
| Hartford Fds Exchange Traded | — | 17.2K | $665.2K | 0.1% | −$6.35K | Cut−$47.4K |
| Vanguard Intl Equity Index F | — | 6.68K | $652.8K | 0.1% | — | New |
| Procter And Gamble Co | PG | 4.49K | $648.8K | 0.1% | $5.08K | Cut−$67.7K |
| Home Depot, Inc. | HD | 1.95K | $640K | 0.1% | −$29.6K | Cut−$45.1K |
| Exchange Listed Fds Tr | — | 28.4K | $640K | 0.1% | −$13.5K | Added$5.22K |
| Ishares Tr | — | 5.64K | $638.3K | 0.1% | −$57.3K | Added−$56.8K |
| Walmart Inc. | WMT | 4.92K | $610.8K | 0.1% | $63.3K | Held |
| Ishares Inc | — | 7.61K | $598.7K | 0.1% | $33K | Added$197.3K |
| Chevron Corp New | CVX | 2.75K | $568.1K | 0.0% | $149.6K | Cut$141.7K |
| Calamos Etf Tr | — | 20.5K | $553.8K | 0.0% | $414 | Held |
| Hartford Fds Exchange Traded | — | 28.6K | $543.5K | 0.0% | −$4.29K | Cut−$168.7K |
| Vanguard Index Fds | — | 2.81K | $518.3K | 0.0% | $19K | Added$27.5K |
| AbbVie Inc. | ABBV | 2.34K | $509.8K | 0.0% | −$25.7K | Added−$24.6K |
| Blackrock Cap Allocation Ter | — | 35.6K | $503.3K | 0.0% | −$1.01K | Added$23.6K |
| Vanguard Index Fds | — | 1.55K | $498.1K | 0.0% | −$18.5K | Added$69K |
| Palantir Technologies Inc. | PLTR | 3.4K | $497K | 0.0% | −$100.7K | Added−$71.6K |
| Columbia Etf Tr Ii | — | 11.9K | $486.5K | 0.0% | $29.2K | Cut−$37.8K |
| Ishares Tr | — | 10.3K | $477.9K | 0.0% | −$16.9K | Cut−$65.1K |
| Coca Cola Co | KO | 6.22K | $473K | 0.0% | $38.2K | Cut−$6.62K |
| Vanguard Index Fds | — | 791 | $472.7K | 0.0% | −$23.2K | Cut−$23.9K |
| Unitedhealth Group Inc | UNH | 1.75K | $472.6K | 0.0% | −$103.8K | Cut−$212.7K |
| Vanguard Index Fds | — | 1.56K | $471.2K | 0.0% | $221 | Held |
| Costco Whsl Corp New | — | 472 | $470.3K | 0.0% | $57.3K | Added$102.1K |
| Visa Inc. | V | 1.5K | $454K | 0.0% | −$72.8K | Cut−$94.5K |
| American Express Co | AXP | 1.48K | $446.5K | 0.0% | −$99.6K | Cut−$105.1K |
| Vanguard Growth Etf | — | 991 | $433K | 0.0% | −$50.5K | Added−$50.1K |
| Morgan Stanley | — | 2.62K | $430.8K | 0.0% | −$33.9K | Held |
| Disney Walt Co | — | 4.42K | $426K | 0.0% | −$76.8K | Cut−$120.3K |
| Vanguard Tax-Managed Fds | — | 6.54K | $419.3K | 0.0% | $9.65K | Added$43.2K |
| Taiwan Semiconductor Mfg Ltd | — | 1.22K | $412.4K | 0.0% | $41K | Added$47.7K |
| Cisco Sys Inc | — | 5.24K | $406.3K | 0.0% | $2.93K | Cut−$12.5K |
| Bank America Corp | — | 8.3K | $404.6K | 0.0% | −$51K | Added−$44.2K |
| Tesla, Inc. | TSLA | 1.09K | $404.5K | 0.0% | −$77.8K | Added−$44.4K |
| Select Sector Spdr Tr | — | 3.57K | $395.9K | 0.0% | −$24.5K | Held |
| Nextera Energy Inc | — | 4.17K | $387.8K | 0.0% | $52.3K | Added$54.1K |
| New York Life Invts Active E | — | 16.1K | $387.1K | 0.0% | −$3.61K | Cut−$33.9K |
| Aon plc | AON | 1.2K | $385.9K | 0.0% | −$35.2K | Added−$30K |
| Spdr Series Trust | — | 3.02K | $385.2K | 0.0% | $17.5K | Held |
| At&T Inc | — | 13.2K | $383.8K | 0.0% | $55K | Cut$44.9K |
| Marathon Pete Corp | — | 1.57K | $382.6K | 0.0% | $127.8K | Held |
| Waste Mgmt Inc Del | — | 1.63K | $373.4K | 0.0% | $16.4K | Held |
| Ishares Tr | — | 3.46K | $367.4K | 0.0% | −$3.03K | Added$25.7K |
| Energy Transfer L P | — | 18.9K | $364.4K | 0.0% | $52.9K | Added$54.2K |
| Ishares Tr | — | 1.43K | $355.4K | 0.0% | $2.64K | Cut−$85.5K |
| PJT Partners Inc. | PJT | 2.43K | $340.1K | 0.0% | −$66.7K | Added−$66.1K |
| International Business Machs | — | 1.37K | $332.6K | 0.0% | −$73.8K | Cut−$74.7K |
| Vanguard World Fd | — | 2.74K | $331.4K | 0.0% | −$34.8K | Held |
| J P Morgan Exchange Traded F | — | 6.48K | $330.3K | 0.0% | $243 | Cut−$114K |
| Wisdomtree Tr | — | 3.8K | $328.2K | 0.0% | $5.62K | Held |
| Blackrock Science & Technolo | — | 14.8K | $327.4K | 0.0% | −$6.8K | Cut−$25K |
| Ishares Tr | — | 2.52K | $322.4K | 0.0% | −$19.7K | Added$15.9K |
| Mastercard Inc | MA | 637 | $318.3K | 0.0% | −$45.4K | Cut−$73.3K |
| Ishares Tr | — | 3.03K | $305K | 0.0% | $11.3K | Held |
| Ishares Tr | — | 2.12K | $299.1K | 0.0% | −$14.8K | Added$8.14K |
| Invesco Db Multi-Sector Comm | — | 10.8K | $296.1K | 0.0% | $19.5K | Held |
| Vanguard Intl Equity Index F | — | 2.1K | $290.6K | 0.0% | −$5.76K | Held |
| Pfizer Inc | PFE | 10.3K | $288.8K | 0.0% | $32.7K | Cut$28.9K |
| Vanguard Index Fds | — | 1.3K | $282.8K | 0.0% | $6.91K | Added$7.12K |
| Wisdomtree Tr | — | 5.17K | $279.5K | 0.0% | $12.8K | Held |
| Eaton Vance Tax-Managed Glob | — | 32.2K | $278.6K | 0.0% | −$28K | Added−$27.9K |
| Ge Aerospace | — | 969 | $274.9K | 0.0% | −$23.6K | Cut−$41.5K |
| Consolidated Edison Inc | ED | 2.36K | $267.1K | 0.0% | $32.6K | Added$33.6K |
| Blackstone Mtg Tr Inc | — | 13.3K | $255.2K | 0.0% | $261 | Added$6.41K |
| J P Morgan Exchange Traded F | — | 3.43K | $254.8K | 0.0% | $3.1K | Held |
| Wisdomtree Tr | — | 5.18K | $249.4K | 0.0% | −$2.64K | Held |
| Vanguard Scottsdale Fds | — | 2.23K | $244.5K | 0.0% | −$26.9K | Cut−$27.6K |
| Ishares Tr | — | 3.45K | $242.3K | 0.0% | $2.55K | Added$9.71K |
| Lockheed Martin Corp | LMT | 400 | $241.8K | 0.0% | $48.3K | Cut$12.5K |
| Invesco Exch Traded Fd Tr Ii | — | 21.8K | $236.8K | 0.0% | −$7.83K | Held |
| Ishares Tr | — | 4.35K | $231.1K | 0.0% | — | New |
| Fidelity Covington Trust | — | 2.46K | $229.2K | 0.0% | −$21.3K | Added−$15K |
| Amer States Wtr Co | — | 3K | $226.9K | 0.0% | $9.42K | Held |
| Merck & Co., Inc. | MRK | 1.83K | $220.5K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 1.5K | $219.8K | 0.0% | −$12.3K | Cut−$17.4K |
| EMCOR Group, Inc. | EME | 293 | $216.3K | 0.0% | — | New |
| Air Prods & Chems Inc | — | 740 | $215K | 0.0% | — | New |
| Netflix Inc | NFLX | 2.2K | $211.3K | 0.0% | — | New |
| Ishares Tr | — | 2.52K | $210.7K | 0.0% | $2.75K | Held |
| Uber Technologies, Inc | UBER | 2.92K | $209.7K | 0.0% | −$28.5K | Cut−$34.7K |
| Citigroup Inc | — | 1.83K | $208K | 0.0% | −$5.96K | Added−$3.92K |
| Blue Owl Capital Corporation | — | 18.7K | $206.8K | 0.0% | −$25.5K | Added−$24.3K |
| Intel Corp | INTC | 4.67K | $206.2K | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 3.74K | $202K | 0.0% | — | New |
| Rithm Capital Corp | — | 15.8K | $149.5K | 0.0% | −$22.1K | Added−$19.8K |
| Pimco Income Strategy Fd Ii | — | 11K | $75.8K | 0.0% | −$6.71K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.