Amplius Wealth Advisors, LLC
All 13F Filings
- Location
- Blue Bell, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,199,735
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 175 | 1,199,735 | 13F-HR | Amplius Wealth Advisors, LLC |
| Q4 2025 | 1/12/2026 | 177 | 1,191,949 | 13F-HR | Amplius Wealth Advisors, LLC |
| Q3 2025 | 10/21/2025 | 174 | 1,156,838 | 13F-HR | Amplius Wealth Advisors, LLC |
| Q2 2025 | 8/4/2025 | 201 | 1,075,128 | 13F-HR | Amplius Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 457.8 K | 38.2% | 0 | 418.3 K | -418.3 K |
| ETFs | 742 K | 61.8% | 426.1 K | 0 | 426.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
1,199,735
Holdings
175
QoQ value change ($000)
7,786
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.