account_balance
Investment manager · 13F filer · SEC CIK 1900584
Amplius Wealth Advisors, LLC
Reported value$1.46Bas of Sep 30, 2026
Positions224 26 new, 13 sold out
Top 10 weight55.2%AAAA alone is 19%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAAAEa Series Trust
19.2%
PVALPutnam ETF Trust
7.3%
TMFCRBB Fd Inc
5.2%
RECSColumbia ETF Tr I
5.1%
SPCXSpace Exploration Technologies Corp
4.7%New
IOOiShares Tr
3.0%Trimmed −2%
QQQInvesco QQQ Tr
2.9%Added +9%
GSSTGoldman Sachs ETF Tr
2.7%Trimmed −4%
CRUXColumbia ETF Tr I
2.6%
AVEMAmerican Centy ETF Tr
2.5%
CGICCapital Group International
2.5%Added +3%
JHMMJohn Hancock Exchange Traded
2.3%Trimmed −33%
AAAAEa Series Trust
19.2%
PVALPutnam ETF Trust
7.3%
TMFCRBB Fd Inc
5.2%
RECSColumbia ETF Tr I
5.1%
SPCXSpace Exploration Technologies Corp
4.7%New
IOOiShares Tr
3.0%
QQQInvesco QQQ Tr
2.9%
GSST2.7%
CRUX2.6%
AVEM2.5%
CGIC2.5%
JHMM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAAA Ea Series Trust 19.2% Held
PVAL Putnam ETF Trust 7.3% Held
TMFC RBB Fd Inc 5.2% Held
RECS Columbia ETF Tr I 5.1% Held
SPCX Space Exploration Technologies Corp 4.7% NewIOO iShares Tr 3.0% Trimmed −2%
QQQ Invesco QQQ Tr 2.9% Added +9%
GSST Goldman Sachs ETF Tr 2.7% Trimmed −4%
CRUX Columbia ETF Tr I 2.6% Held
AVEM American Centy ETF Tr 2.5% Added +9%
CGIC Capital Group International 2.5% Added +3%
JHMM John Hancock Exchange Traded 2.3% Trimmed −33%
What changed
Biggest moves since Jun 30, 2026
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