Amplius Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Blue Bell, PA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
174
Total value ($000)
$1,156,838
Net value change ($000)
+81,710 (7.6%)
New positions
7
Sold out positions
34
Turnover %
24.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAAA 234,512 NEW
STIP 48,246 17672.5%
CGIC 31,311 NEW
RECS 8,151 14.5%
TMFC 7,316 13.0%
PVAL 7,063 9.0%
IJR 7,011 22.7%
USTB 4,711 13.8%
GSST 4,687 13.4%
JHMM 4,188 10.9%
Top Reduces (Value $000, Stocks/ETFs)
IOO -80,704 -67.1%
HTAB -34,011 -97.4%
OSEA -27,225 -99.0%
BUFR -26,918 -86.1%
CPSL -19,781 -89.6%
OEF -14,044 -36.2%
QQQ -12,925 -32.7%
IUSG -10,669 -59.8%
IWF -3,863 -68.9%
VIG -3,095 -54.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type