Amplius Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Blue Bell, PA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
211
Total value ($000)
$1,364,818
Net value change ($000)
+165,083 (13.8%)
New positions
42
Sold out positions
7
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 34,258 14.1%
PVAL 12,038 13.1%
QQQ 10,304 36.4%
IJR 8,999 21.5%
RECS 7,675 11.8%
TMFC 7,392 11.6%
JHMM 6,381 14.2%
DGRW 4,720 19.0%
JMUB 4,611 24.0%
IOO 4,302 11.5%
Top Reduces (Value $000, Stocks/ETFs)
STIP -32,287 -61.2%
EES -2,217 -33.2%
GPZ -1,095 -8.7%
BXSL -1,071 -23.6%
HUBB -972 -65.9%
XOM -929 -100.0%
SUB -927 -100.0%
IVV -914 -100.0%
IAU -781 -13.7%
BIV -659 -26.2%
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