Amplius Wealth Advisors, LLC holds a focused book of 211 stocks worth $1.4B as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +11% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning Amplius Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.