Amplius Wealth Advisors, LLC - Portfolio Stock Holdings
Amplius Wealth Advisors, LLC disclosed 217 stock positions in a recent SEC 13F filing. $1,363,935,229 of stock holdings were filed, with the largest holdings including AAAA, PVAL, and RECS. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $1,741,153,923 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
217Est. Stock Holding Value:
$1,363,935,229Top Stock Holdings By Sector
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Portfolio Stock Holdings - Amplius Wealth Advisors, LLC
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% of Portfolio
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