StockDriftsStockDriftsTop 50 Amplius Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAAA | EA SERIES TRUST | 19.2% | 9.19M | $279.8M | +1.09%(+98.86K) | $26.72(+13.25%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 7.26% | 2.01M | $105.9M | -1.28%(-26.11K) | $31.18(+72.65%) | 2026-09-30 | |
| TMFC | RBB FD INC | 5.24% | 953.8K | $76.4M | +1.84%(+17.26K) | $46.97(+69.80%) | 2026-09-30 | |
| RECS | COLUMBIA ETF TR I | 5.08% | 1.64M | $74.1M | -1.94%(-32.55K) | $33.95(+33.63%) | 2026-09-30 | |
| IOO | ISHARES TR | 2.95% | 298.8K | $43.0M | -2.32%(-7.10K) | $81.71(+76.68%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.91% | 57.4K | $42.5M | +9.44%(+4.95K) | $397.49(+80.73%) | 2026-09-30 | |
| GSST | GOLDMAN SACHS ETF TR | 2.71% | 782.0K | $39.5M | -4.23%(-34.55K) | $50.35(+0.13%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.55% | 395.0K | $37.1M | +8.86%(+32.15K) | $61.12(+46.34%) | 2026-09-30 | |
| CGIC | CAPITAL GROUP INTERNATIONAL | 2.53% | 1.03M | $36.9M | +3.09%(+30.76K) | $30.18(+16.43%) | 2026-09-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 2.25% | 458.8K | $32.8M | -33.11%(-227.09K) | $48.27(+49.72%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.19% | +52.85% | — | — | +38.59% |
| Top 20 Holdings Unweighted | +13.79% | +47.33% | — | — | +28.50% |
Amplius Wealth Advisors LLC reports $1.46B in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are AAAA (19.2%), PVAL (7.3%) and TMFC (5.2%). The top 20 holdings account for 69.43% of reported assets. Its disclosed equity book has returned +52.85% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Amplius Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900584). View Amplius Wealth Advisors LLC’s 13F filings on SEC