Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Amplius Wealth Advisors, LLC (CIK 1900584) reported $1.20B across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOXA ($242.5M, 20.21%), PVAL ($91.8M, 7.65%), RECS ($64.8M, 5.40%), TMFC ($63.9M, 5.33%), STIP ($52.8M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOXA | EA SERIES TRUST | $242.5M | 20.21% | 9.1M | Added |
| 2 | PVAL | PUTNAM ETF TRUST | $91.8M | 7.65% | 2.0M | Trimmed |
| 3 | RECS | COLUMBIA ETF TR I | $64.8M | 5.40% | 1.7M | Added |
| 4 | TMFC | RBB FD INC | $63.9M | 5.33% | 969,164 | Added |
| 5 | STIP | ISHARES TR | $52.8M | 4.40% | 510,301 | Added |
| 6 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $45.0M | 3.75% | 670,909 | Trimmed |
| 7 | IJR | ISHARES TR | $41.8M | 3.48% | 336,052 | Added |
| 8 | GSST | GOLDMAN SACHS ETF TR | $38.0M | 3.17% | 752,287 | Trimmed |
| 9 | IOO | ISHARES TR | $37.5M | 3.12% | 309,853 | Trimmed |
| 10 | USTB | VICTORY PORTFOLIOS II | $37.1M | 3.09% | 733,336 | Trimmed |
| 11 | CGIC | CAPITAL GROUP INTERNATIONAL | $32.9M | 2.74% | 992,381 | Trimmed |
| 12 | AVEM | AMERICAN CENTY ETF TR | $31.2M | 2.60% | 386,797 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $28.3M | 2.36% | 49,071 | Added |
| 14 | DGRW | WISDOMTREE TR | $24.9M | 2.08% | 283,428 | Added |
| 15 | BOXX | EA SERIES TRUST | $24.7M | 2.06% | 212,011 | Added |
| 16 | CB | CHUBB LIMITED | $24.6M | 2.05% | 75,325 | Added |
| 17 | OEF | ISHARES TR | $24.3M | 2.03% | 76,554 | Added |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $19.2M | 1.60% | 384,602 | Added |
| 19 | BX | BLACKSTONE INC | $14.8M | 1.23% | 128,696 | Added |
| 20 | BIZD | VANECK ETF TRUST | $13.0M | 1.08% | 1.0M | Added |
| 21 | GPZ | VANECK ETF TRUST | $12.5M | 1.05% | 584,105 | New |
| 22 | DIA | SPDR DOW JONES INDL AVERAGE | $12.2M | 1.02% | 26,316 | Added |
| 23 | ACWI | ISHARES TR | $12.0M | 1.00% | 86,434 | Trimmed |
| 24 | AAPL | APPLE INC | $11.9M | 1.00% | 47,078 | Trimmed |
| 25 | IDMO | INVESCO EXCH TRADED FD TR II | $10.5M | 0.88% | 191,793 | Added |
Source: SEC Form 13F filings · as of 2026-03-31