Amplius Wealth Advisors, LLC - Portfolio overview

Amplius Wealth Advisors, LLC has 188 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AAAA - EA SERIES TRUST, 20.17%
2. PVAL - PUTNAM ETF TRUST, 7.63%
3. RECS - COLUMBIA ETF TR I, 5.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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