Amplius Wealth Advisors, LLC: 13F holdings
CIK 19005842026Q2
| Positions | 211 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 211 (+36 vs prior quarter) |
|---|
| Reported value | $1.4bn (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EA SERIES TRUST | 9,090,785 | $276.8m | 20.3% |
| PVAL PUTNAM ETF TRUST | 2,038,034 | $103.8m | 7.6% |
| RECS COLUMBIA ETF TR I | 1,675,097 | $72.5m | 5.3% |
| TMFC RBB FD INC | 936,549 | $71.3m | 5.2% |
| JHMM JOHN HANCOCK EXCHANGE TRADED | 685,861 | $51.4m | 3.8% |
| IJR ISHARES TR | 342,349 | $50.8m | 3.7% |
| IOO ISHARES TR | 305,892 | $41.8m | 3.1% |
| GSST GOLDMAN SACHS ETF TR | 816,573 | $41.3m | 3.0% |
| USTB VICTORY PORTFOLIOS II | 790,733 | $40.0m | 2.9% |
| CRUX COLUMBIA ETF TR I | 1,330,753 | $39.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1900584")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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