Amplius Wealth Advisors, LLC
212 holdingsFiling period: 2026-06-30Current AUM: $1.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAAA | EA Series Trust | 9.09M | $276.8M | $275.0M | 20.08% | +25.0K | 2026-06-30 |
| 2 | PVAL | Putnam ETF Trust | 2.04M | $103.8M | $110.4M | 8.06% | +59.6K | 2026-06-30 |
| 3 | RECS | Columbia ETF TR I | 1.68M | $72.5M | $76.0M | 5.55% | +12.1K | 2026-06-30 |
| 4 | TMFC | Rbb FD Inc | 936.5K | $71.3M | $74.1M | 5.41% | -32,615 | 2026-06-30 |
| 5 | JHMM | John Hancock Exchange Traded | 685.9K | $51.4M | $50.2M | 3.66% | +15.0K | 2026-06-30 |
| 6 | IJR | iShares TR | 342.3K | $50.8M | $47.6M | 3.47% | +6.3K | 2026-06-30 |
| 7 | IOO | iShares TR | 305.9K | $41.8M | $43.9M | 3.20% | -3,961 | 2026-06-30 |
| 8 | GSST | Goldman Sachs ETF TR | 816.6K | $41.3M | $41.2M | 3.01% | +64.3K | 2026-06-30 |
| 9 | USTB | Victory Portfolios II | 790.7K | $40.0M | $39.6M | 2.89% | +57.4K | 2026-06-30 |
| 10 | CRUX | Columbia ETF TR I | 1.33M | $39.9M | $38.5M | 2.81% | -- | 2026-06-30 |
| 11 | QQQ | Invesco Qqq TR | 52.5K | $38.6M | $37.4M | 2.73% | +3.4K | 2026-06-30 |
| 12 | CGIC | Capital Group International | 994.6K | $36.2M | $34.7M | 2.53% | +2.2K | 2026-06-30 |
| 13 | AVEM | American Centy ETF TR | 362.8K | $35.0M | $31.6M | 2.31% | -23,955 | 2026-06-30 |
| 14 | DGRW | WisdomTree TR | 309.7K | $29.6M | $30.5M | 2.23% | +26.3K | 2026-06-30 |
| 15 | OEF | iShares TR | 74.1K | $27.1M | $28.2M | 2.06% | -2,470 | 2026-06-30 |
| 16 | BOXX | EA Series Trust | 227.8K | $26.7M | $27.1M | 1.98% | +15.8K | 2026-06-30 |
| 17 | — | Chubb Limited | 73.4K | $25.0M | $25.0M | 1.83% | -1,913 | 2026-06-30 |
| 18 | JMUB | J P Morgan Exchange Traded F | 470.6K | $23.8M | $23.0M | 1.68% | +86.0K | 2026-06-30 |
| 19 | STIP | iShares TR | 200.6K | $20.5M | $20.2M | 1.48% | -309,704 | 2026-06-30 |
| 20 | BX | Blackstone Inc | 129.4K | $15.2M | $15.4M | 1.13% | +724 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 48.3K | $14.0M | $16.6M | 1.21% | +1.2K | 2026-06-30 |
| 22 | DIA | Spdr Dow Jones Indl Average | 25.9K | $13.6M | $13.6M | 0.99% | -375 | 2026-06-30 |
| 23 | ACWI | iShares TR | 85.8K | $13.5M | $13.5M | 0.99% | -661 | 2026-06-30 |
| 24 | IDMO | Invesco Exch Traded FD TR II | 222.3K | $13.4M | $12.9M | 0.95% | +30.5K | 2026-06-30 |
| 25 | BIZD | VanEck ETF Trust | 1.03M | $13.1M | $12.3M | 0.90% | +18.6K | 2026-06-30 |
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