StockDriftsStockDriftsTop 50 Amplius Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAAA | EA SERIES TRUST | 20.28% | 9.09M | $276.8M | +0.28%(+24.96K) | $26.68(+16.20%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 7.61% | 2.04M | $103.8M | +3.01%(+59.58K) | $31.18(+74.12%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 5.31% | 1.68M | $72.5M | +0.73%(+12.12K) | $29.48(+54.36%) | 2026-06-30 | |
| TMFC | RBB FD INC | 5.23% | 936.5K | $71.3M | -3.37%(-32.62K) | $46.42(+73.29%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 3.77% | 685.9K | $51.4M | +2.23%(+14.95K) | $48.27(+59.83%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.72% | 342.3K | $50.8M | +1.87%(+6.30K) | $111.58(+34.39%) | 2026-06-30 | |
| IOO | ISHARES TR | 3.06% | 305.9K | $41.8M | -1.28%(-3.96K) | $81.71(+77.11%) | 2026-06-30 | |
| GSST | GOLDMAN SACHS ETF TR | 3.03% | 816.6K | $41.3M | +8.55%(+64.29K) | $50.36(+0.30%) | 2026-06-30 | |
| USTB | VICTORY PORTFOLIOS II | 2.93% | 790.7K | $40.0M | +7.83%(+57.40K) | $50.17(+0.60%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.83% | 52.5K | $38.6M | +6.89%(+3.38K) | $365.33(+100.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.78% | — | — | +38.01% |
| Top 20 Holdings Unweighted | +13.52% | +46.30% | — | — | +28.19% |
Amplius Wealth Advisors, LLC reports $1.36B in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are AAAA (20.3%), PVAL (7.6%) and RECS (5.3%). The top 20 holdings account for 76.32% of reported assets. Its disclosed equity book has returned +49.78% on a three-year cumulative basis. Figures reflect the Q2 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