Amplius Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Blue Bell, PA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$1,191,949
Net value change ($000)
+35,111 (3.0%)
New positions
9
Sold out positions
6
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 10,123 4.3%
PVAL 7,220 8.4%
CGIC 2,251 7.2%
TMFC 1,982 3.1%
JMUB 1,844 12.3%
RECS 1,801 2.8%
BOXX 1,788 8.8%
CB 1,723 8.0%
BIZD 1,479 NEW
JHMM 1,444 3.4%
Top Reduces (Value $000, Stocks/ETFs)
BXSL -4,268 -28.8%
BX -1,948 -9.1%
PFE -843 -76.4%
RSP -632 -14.0%
BUFR -430 -9.9%
MSFT -380 -9.4%
VRSK -339 -11.1%
MPC -335 -56.8%
OSEA -274 -100.0%
JPM -267 -12.9%
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