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Amplius Wealth Advisors, LLC BXSL holdings history

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BLACKSTONE SECURED LENDING F · CUSIP 09261X102 · CIK 1900584

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Amplius Wealth Advisors, LLC reported 146.34K BXSL (shares), valued at $3.47M, or 0.25% of its reported non-derivative portfolio. Filed 2026-07-17.

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Portfolio weight and quantity history
Reported portfolio weight
0.25%
Shares
146.34K
146,335
Reported value
$3.47M
USD

Shares decreased 23.66%; reported value decreased 23.60%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.25%146,335SEC filing ↗Filed Jul 17, 2026
Q1 20260.38%191,700SEC filing ↗Filed Apr 13, 2026
Q4 20250.89%401,117SEC filing ↗Filed Jan 12, 2026
Q3 20251.28%568,826SEC filing ↗Filed Oct 21, 2025
Q2 20251.51%528,412SEC filing ↗Filed Aug 4, 2025
Q1 20251.72%511,802SEC filing ↗Filed Apr 10, 2025
Q4 20241.66%499,882SEC filing ↗Filed Jan 16, 2025
Q3 20241.63%508,415SEC filing ↗Filed Oct 16, 2024
Q2 20241.78%523,657SEC filing ↗Filed Jul 22, 2024
Q1 20243.18%909,711SEC filing ↗Filed Apr 17, 2024
Q4 20233.95%1,182,681SEC filing ↗Filed Jan 10, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20233.95%1,182,681$32.69MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 10, 2024
Q1 20243.18%909,711$28.34MShares decreased 23.08%; reported value decreased 13.31%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 17, 2024
Q2 20241.78%523,657$16.03MShares decreased 42.44%; reported value decreased 43.42%, and weight changed -1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2024
Q3 20241.63%508,415$14.89MShares decreased 2.91%; reported value decreased 7.13%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2024
Q4 20241.66%499,882$16.15MShares decreased 1.68%; reported value increased 8.46%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 16, 2025
Q1 20251.72%511,802$16.56MShares increased 2.38%; reported value increased 2.54%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 10, 2025
Q2 20251.51%528,412$16.25MShares increased 3.25%; reported value decreased 1.89%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 4, 2025
Q3 20251.28%568,826$14.83MShares increased 7.65%; reported value decreased 8.74%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 21, 2025
Q4 20250.89%401,117$10.56MShares decreased 29.48%; reported value decreased 28.78%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 12, 2026
Q1 20260.38%191,700$4.54MShares decreased 52.21%; reported value decreased 57.00%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 13, 2026
Q2 20260.25%146,335$3.47MShares decreased 23.66%; reported value decreased 23.60%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 17, 2026
Amplius Wealth Advisors, LLC · BLACKSTONE SECURED LENDING F

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.