Amplius Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Blue Bell, PA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$1,199,735
Net value change ($000)
+7,786 (0.7%)
New positions
10
Sold out positions
12
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GPZ 12,544 NEW
BIZD 11,515 778.6%
EMGF 8,632 NEW
STIP 3,357 6.8%
BOXX 2,575 11.7%
IJR 2,454 6.2%
JMUB 2,366 14.0%
DGRW 2,004 8.8%
CB 1,357 5.9%
IDMO 1,136 12.1%
Top Reduces (Value $000, Stocks/ETFs)
JPEM -7,419 -88.8%
BXSL -6,020 -57.0%
BX -4,750 -24.3%
IOO -3,479 -8.5%
AAAA -2,124 -0.9%
USTB -2,036 -5.2%
GSST -1,702 -4.3%
TMFC -1,677 -2.6%
RECS -1,525 -2.3%
PVAL -1,152 -1.2%
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