Amplius Wealth Advisors, LLC
CIK 1900584 · Holdings on Jun 30, 2026 · First reported Jul 17, 2026
Top ten holdings
Q2 2026- AAAA20.28%
- PVAL7.61%
- RECS5.31%
- TMFC5.23%
- JHMM3.77%
- IJR3.72%
- IOO3.06%
- GSST3.03%
- USTB2.93%
- CRUX2.92%
Share classes counted separately57.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- STIPWeight decreased · -2.90 pp4.40% → 1.50%Shares -309.70K (-60.69%)
- QQQWeight increased · +0.47 pp2.36% → 2.83%Shares +3.38K (+6.89%)
- IJRWeight increased · +0.24 pp3.48% → 3.72%Shares +6.30K (+1.87%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAAAAMPLIUS AGGRESSIVE A ALL ETFAMPLIUS AGGRESSV View history and evidence | $276.77M | 20.28% | 9.09M shares | 20.21% → 20.28%+0.07 pp +24.96K (+0.28%) | Added | ↗▾ |
| 02 | PVALPUTNAM FOCUSED LRG CAP VALUEFOCUSED LAR CAP View history and evidence | $103.84M | 7.61% | 2.04M shares | 7.65% → 7.61%-0.04 pp +59.58K (+3.01%) | Added | ↗▾ |
| 03 | RECSCOLUMBIA RESEAR ENH COR ETFRESH ENHNC COR View history and evidence | $72.50M | 5.31% | 1.68M shares | 5.40% → 5.31%-0.09 pp +12.12K (+0.73%) | Added | ↗▾ |
| 04 | TMFCMOTLEY FOOL 100 INDEX ETFMOTLEY FOL ETF View history and evidence | $71.33M | 5.23% | 936.55K shares | 5.33% → 5.23%-0.10 pp -32.62K (-3.37%) | Reduced | ↗▾ |
| 05 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $51.41M | 3.77% | 685.86K shares | 3.75% → 3.77%+0.02 pp +14.95K (+2.23%) | Added | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $50.77M | 3.72% | 342.35K shares | 3.48% → 3.72%+0.24 pp +6.30K (+1.87%) | Added | ↗▾ |
| 07 | IOOISHARES GLOBAL 100 ETFGLOBAL 100 ETF View history and evidence | $41.78M | 3.06% | 305.89K shares | 3.12% → 3.06%-0.06 pp -3.96K (-1.28%) | Reduced | ↗▾ |
| 08 | GSSTGOLDMAN SACHS ULTRA SHORT BOACES ULTRA SHR View history and evidence | $41.30M | 3.03% | 816.57K shares | 3.17% → 3.03%-0.14 pp +64.29K (+8.55%) | Added | ↗▾ |
| 09 | USTBVICTORYSHARES SHORT-TERM BONSHORT TRM BD ETF View history and evidence | $40.03M | 2.93% | 790.73K shares | 3.09% → 2.93%-0.16 pp +57.40K (+7.83%) | Added | ↗▾ |
| 10 | CRUXCOLUMBIA CORE BOND ETFCORE BOND ETF View history and evidence | $39.90M | 2.92% | 1.33M shares | Prior unavailable +1.33M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -5,476 | -$929.06K | SEC filing ↗ | SEC filing ↗ |
| SUB ISHARES SHORT-TERM NATIONAL | Non-derivative | -8,708 | -$927.40K | SEC filing ↗ | SEC filing ↗ |
| IVV ISHARES CORE S&P 500 ETF | Non-derivative | -1,400 | -$914.28K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1900584 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Jul 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1364818056
}Research all 211 reported holdings.
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