Amplius Wealth Advisors, LLC
CIK 1900584 · Holdings on Sep 30, 2025 · First reported Oct 21, 2025
Top ten holdings
Q3 2025- AAAA20.27%
- PVAL7.41%
- RECS5.58%
- TMFC5.50%
- STIP4.19%
- JHMM3.68%
- GSST3.43%
- IOO3.43%
- USTB3.36%
- IJR3.28%
Share classes counted separately60.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IOOWeight decreased · -7.76 pp11.19% → 3.43%Shares -786.02K (-70.41%)
- STIPWeight increased · +4.16 pp0.03% → 4.19%Shares +466.77K (+17600.53%)
- OEFWeight decreased · -1.47 pp3.61% → 2.14%Shares -53.10K (-41.70%)
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 | $234.51M | 20.27% | 8.79M shares | Prior unavailable +8.79M | New | ↗▾ |
| 02 | PVALPUTNAM FOCUSED LRG CAP VALUEFOCUSED LAR CAP View history and evidence | $85.73M | 7.41% | 2.01M shares | 7.32% → 7.41%+0.09 pp +51.28K (+2.62%) | Added | ↗▾ |
| 03 | RECSCOLUMBIA RESEAR ENH COR ETFRESH ENHNC COR View history and evidence | $64.55M | 5.58% | 1.60M shares | 5.25% → 5.58%+0.33 pp +66.63K (+4.35%) | Added | ↗▾ |
| 04 | TMFCMOTLEY FOOL 100 INDEX ETFMOTLEY FOL ETF View history and evidence | $63.63M | 5.50% | 902.18K shares | 5.24% → 5.50%+0.26 pp +29.15K (+3.34%) | Added | ↗▾ |
| 05 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $48.52M | 4.19% | 469.42K shares | 0.03% → 4.19%+4.16 pp +466.77K (+17600.53%) | Added | ↗▾ |
| 06 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $42.61M | 3.68% | 658.65K shares | 3.57% → 3.68%+0.11 pp +30.13K (+4.79%) | Added | ↗▾ |
| 07 | GSSTGOLDMAN SACHS ULTRA SHORT BOACES ULTRA SHR View history and evidence | $39.72M | 3.43% | 783.43K shares | 3.26% → 3.43%+0.17 pp +90.58K (+13.07%) | Added | ↗▾ |
| 08 | IOOISHARES GLOBAL 100 ETFGLOBAL 100 ETF View history and evidence | $39.63M | 3.43% | 330.26K shares | 11.19% → 3.43%-7.76 pp -786.02K (-70.41%) | Reduced | ↗▾ |
| 09 | USTBVICTORYSHARES SHORT-TERM BONSHORT TRM BD ETF View history and evidence | $38.90M | 3.36% | 762.89K shares | 3.18% → 3.36%+0.18 pp +90.14K (+13.40%) | Added | ↗▾ |
| 10 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $37.92M | 3.28% | 319.08K shares | 2.87% → 3.28%+0.41 pp +36.29K (+12.83%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VUSB VANGUARD ULTRA SHORT BOND ET | Non-derivative | -18,738 | -$934.37K | SEC filing ↗ | SEC filing ↗ |
| IJT ISHARES S&P SMALL-CAP 600 GR | Non-derivative | -5,083 | -$676.24K | SEC filing ↗ | SEC filing ↗ |
| MTUM ISHARES MSCI USA MOMENTUM FA | Non-derivative | -2,693 | -$647.18K | SEC filing ↗ | SEC filing ↗ |
3 / 34 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1156838499
}Research all 174 reported holdings.
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