Amplius Wealth Advisors, LLC holds a focused book of 211 stocks worth $1.4B as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Columbia Core Bond ETF and trimmed Motley Fool 100 Index ETF. Their largest long position is Amplius Aggressive A All ETF at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Amplius Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 78 / 80 | $129.4B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $16.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.7B |
| LPL Financial LLC | 76 / 80 | $89.0B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $80.2B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $71.0B |
| Cetera Investment Advisers | 76 / 80 | $21.1B |
| MORGAN STANLEY | 75 / 80 | $509.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Amplius Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust AMPLIUS AGGRESSV | $276.8M | 9.09M | 20.3% | ▲+0.3% Added · +25K sh | |
| 2 | Putnam ETF Trust FOCUSED LAR CAP | $103.8M | 2.04M | 7.6% | ▲+3.0% Added · +60K sh | |
| 3 | Columbia ETF TR I RESH ENHNC COR | $72.5M | 1.68M | 5.3% | ▲+0.7% Added · +12K sh | |
| 4 | RBB FD Inc MOTLEY FOL ETF | $71.3M | 936.5K | 5.2% | ▼−3.4% Reduced · −33K sh | |
| 5 | John Hancock Exchange Traded MULTIFACTOR MI | $51.4M | 685.9K | 3.8% | ▲+2.2% Added · +15K sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $50.8M | 342.3K | 3.7% | ▲+1.9% Added · +6K sh | |
| 7 | Ishares TR GLOBAL 100 ETF | $41.8M | 305.9K | 3.1% | ▼−1.3% Reduced · −4K sh | |
| 8 | Goldman Sachs ETF TR ACES ULTRA SHR | $41.3M | 816.6K | 3.0% | ▲+8.5% Added · +64K sh | |
| 9 | Victory Portfolios II SHORT TRM BD ETF | $40.0M | 790.7K | 2.9% | ▲+7.8% Added · +57K sh | |
| 10 | Columbia ETF TR I CORE BOND ETF | $39.9M | 1.33M | 2.9% | ▲New New position | |
| 11 | Invesco QQQ TR UNIT SER 1 | $38.6M | 52.5K | 2.8% | ▲+6.9% Added · +3K sh | |
| 12 | Capital Group International SHS | $36.2M | 994.6K | 2.7% | ▲+0.2% Added · +2K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $35.0M | 362.8K | 2.6% | ▼−6.2% Reduced · −24K sh | |
| 14 | Wisdomtree TR US QTLY DIV GRT | $29.6M | 309.7K | 2.2% | ▲+9.3% Added · +26K sh | |
| 15 | Ishares TR S&P 100 ETF | $27.1M | 74.1K | 2.0% | ▼−3.2% Reduced · −2K sh | |
| 16 | Ea Series Trust ALPHA ARCH 1-3 | $26.7M | 227.8K | 2.0% | ▲+7.5% Added · +16K sh | |
| 17 | Chubb Limited COM | $25.0M | 73.4K | 1.8% | ▼−2.5% Reduced · −2K sh | |
| 18 | J P Morgan Exchange Traded F MUNICIPAL ETF | $23.8M | 470.6K | 1.7% | ▲+22% Added · +86K sh | |
| 19 | Ishares TR 0-5 YR TIPS ETF | $20.5M | 200.6K | 1.5% | ▼−61% Reduced · −310K sh | |
| 20 | Blackstone Inc COM | $15.2M | 129.4K | 1.1% | ▲+0.6% Added · +724 sh | |
| 21 | Apple Inc COM | $14.0M | 48.3K | 1.0% | ▲+2.5% Added · +1K sh | |
| 22 | SPDR Dow Jones Indl Average UT SER 1 | $13.6M | 25.9K | 1.0% | ▼−1.4% Reduced · −375 sh | |
| 23 | Ishares TR MSCI ACWI ETF | $13.5M | 85.8K | 1.0% | ▼−0.8% Reduced · −661 sh | |
| 24 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $13.4M | 222.3K | 1.0% | ▲+16% Added · +31K sh | |
| 25 | Vaneck ETF Trust BDC INCOME ETF | $13.1M | 1.03M | 1.0% | ▲+1.8% Added · +19K sh | |
| 26 | Ishares Inc EMNG MKTS EQT | $11.6M | 159.0K | 0.9% | ▲+11% Added · +16K sh | |
| 27 | Vaneck ETF Trust ALTERNATIVE ASSE | $11.4M | 534.0K | 0.8% | ▼−8.6% Reduced · −50K sh | |
| 28 | SPDR S&P 500 ETF TR TR UNIT | $10.2M | 13.7K | 0.7% | ▲+33% Added · +3K sh | |
| 29 | Ishares TR CORE S&P US VLU | $8.7M | 79.0K | 0.6% | ▼−6.7% Reduced · −6K sh | |
| 30 | Ishares TR CORE S&P US GWT | $7.8M | 41.3K | 0.6% | ▼−2.3% Reduced · −990 sh | |
| 31 | Affiliated Managers Group Inc COM | $7.4M | 21.8K | 0.5% | ▲+11% Added · +2K sh | |
| 32 | Ishares TR CORE S&P TTL STK | $7.0M | 42.8K | 0.5% | ▼−13% Reduced · −6K sh | |
| 33 | Ishares Gold TR ISHARES NEW | $4.9M | 65.0K | 0.4% | ▲+0.7% Added · +468 sh | |
| 34 | Wisdomtree TR US SMALLCAP FUND | $4.5M | 65.7K | 0.3% | ▼−43% Reduced · −49K sh | |
| 35 | Broadcom Inc COM | $4.4M | 11.7K | 0.3% | ▲+1.3% Added · +153 sh | |
| 36 | Pacer FDS TR DEVELOPED MRKT | $4.1M | 97.5K | 0.3% | ▼−2.1% Reduced · −2K sh | |
| 37 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.0M | 18.8K | 0.3% | ▼−6.0% Reduced · −1K sh | |
| 38 | Alphabet Inc CAP STK CL A | $3.9M | 10.8K | 0.3% | ▲+25% Added · +2K sh | |
| 39 | Ishares TR CORE MSCI TOTAL | $3.8M | 39.8K | 0.3% | ▼−4.9% Reduced · −2K sh | |
| 40 | Amazon Com Inc COM | $3.8M | 15.9K | 0.3% | ▲+15% Added · +2K sh | |
| 41 | Berkshire Hathaway Inc Del CL A | $3.7M | 5 | 0.3% | —Held | |
| 42 | Blackstone Secd Lending FD COMMON STOCK | $3.5M | 146.3K | 0.3% | ▼−24% Reduced · −45K sh | |
| 43 | Microsoft Corp COM | $3.2M | 8.6K | 0.2% | ▲+16% Added · +1K sh | |
| 44 | Nvidia Corporation COM | $3.0M | 15.1K | 0.2% | ▲+25% Added · +3K sh | |
| 45 | SPDR Gold TR GOLD SHS | $2.9M | 7.8K | 0.2% | ▲+1.6% Added · +122 sh | |
| 46 | First TR Exchng Traded FD VI CBOE VEST US EQ | $2.6M | 70.2K | 0.2% | ▼−24% Reduced · −22K sh | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $2.5M | 10.8K | 0.2% | ▼−4.2% Reduced · −476 sh | |
| 48 | Alphabet Inc CAP STK CL C | $2.4M | 6.9K | 0.2% | ▲+7.6% Added · +491 sh | |
| 49 | BlackRock Mun Target Term TR COM SHS BEN IN | $2.3M | 100.3K | 0.2% | ▼−3.1% Reduced · −3K sh | |
| 50 | Comcast Corp New CL A | $2.2M | 90.8K | 0.2% | ▼−0.1% Reduced · −52 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1900584/holdings"
Use Arkolith to show Amplius Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.