Amplius Wealth Advisors, LLC
176 holdingsFiling period: 2026-03-31Current AUM: $1.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAAA | EA SERIES TRUST | 9.07M | $242.5M | $272.2M | 20.54% | +118.5K | 2026-03-31 |
| 2 | PVAL | PUTNAM ETF TRUST | 1.98M | $91.8M | $105.7M | 7.97% | -61,307 | 2026-03-31 |
| 3 | RECS | COLUMBIA ETF TR I | 1.66M | $64.8M | $72.8M | 5.49% | +38.4K | 2026-03-31 |
| 4 | TMFC | RBB FD INC | 969.2K | $63.9M | $75.0M | 5.66% | +54.9K | 2026-03-31 |
| 5 | STIP | ISHARES TR | 510.3K | $52.8M | $51.7M | 3.90% | +27.6K | 2026-03-31 |
| 6 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 670.9K | $45.0M | $49.7M | 3.75% | -1,851 | 2026-03-31 |
| 7 | IJR | ISHARES TR | 336.1K | $41.8M | $48.9M | 3.69% | +8.9K | 2026-03-31 |
| 8 | GSST | GOLDMAN SACHS ETF TR | 752.3K | $38.0M | $38.0M | 2.87% | -34,905 | 2026-03-31 |
| 9 | IOO | ISHARES TR | 309.9K | $37.5M | $43.8M | 3.30% | -13,526 | 2026-03-31 |
| 10 | USTB | VICTORY PORTFOLIOS II | 733.3K | $37.1M | $37.0M | 2.79% | -36,301 | 2026-03-31 |
| 11 | CGIC | CAPITAL GROUP INTERNATIONAL | 992.4K | $32.9M | $35.7M | 2.69% | -40,285 | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 386.8K | $31.2M | $34.6M | 2.61% | -20,628 | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 49.1K | $28.3M | $33.8M | 2.55% | +4.0K | 2026-03-31 |
| 14 | DGRW | WISDOMTREE TR | 283.4K | $24.9M | $27.3M | 2.06% | +27.5K | 2026-03-31 |
| 15 | BOXX | EA SERIES TRUST | 212.0K | $24.7M | $25.0M | 1.88% | +20.2K | 2026-03-31 |
| 16 | — | CHUBB LIMITED | 75.3K | $24.6M | $24.6M | 1.85% | +1.0K | 2026-03-31 |
| 17 | OEF | ISHARES TR | 76.6K | $24.3M | $28.3M | 2.13% | +2.6K | 2026-03-31 |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | 384.6K | $19.2M | $19.1M | 1.44% | +50.7K | 2026-03-31 |
| 19 | BX | BLACKSTONE INC | 128.7K | $14.8M | $16.4M | 1.24% | +1.9K | 2026-03-31 |
| 20 | BIZD | VANECK ETF TRUST | 1.02M | $13.0M | $12.6M | 0.95% | +910.9K | 2026-03-31 |
| 21 | GPZ | VANECK ETF TRUST | 584.1K | $12.5M | $13.6M | 1.03% | -- | 2026-03-31 |
| 22 | DIA | SPDR DOW JONES INDL AVERAGE | 26.3K | $12.2M | $13.8M | 1.04% | +1.1K | 2026-03-31 |
| 23 | ACWI | ISHARES TR | 86.4K | $12.0M | $13.5M | 1.02% | -4 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 47.1K | $11.9M | $14.5M | 1.10% | -470 | 2026-03-31 |
| 25 | IDMO | INVESCO EXCH TRADED FD TR II | 191.8K | $10.5M | $11.6M | 0.88% | +23.0K | 2026-03-31 |
← Scroll →
Page 1 of 8