Amplius Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Blue Bell, PA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$1,457,302
Net value change ($000)
+92,484 (6.8%)
New positions
26
Sold out positions
13
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORP 68,439 NEW
IALT 27,921 NEW
CPAI 18,886 2919.0%
GSSC 18,120 NEW
TMSL 18,064 NEW
TMFC 5,053 7.1%
AAPL 3,883 27.8%
QQQ 3,840 9.9%
AAAA 3,072 1.1%
MSFT 2,981 93.1%
Top Reduces (Value $000, Stocks/ETFs)
IJR -37,096 -73.1%
JHMM -18,610 -36.2%
USTB -18,307 -45.7%
STIP -15,885 -77.5%
ACWI -4,486 -33.3%
GSST -1,837 -4.4%
CPSL -1,271 -62.0%
XTWO -1,035 -54.2%
CB -1,007 -4.0%
IUSV -910 -10.5%
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