Institutional Investor · CIK 0001900584
AMPLIUS WEALTH ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
203
Total Value
$923.79M
Total Shares
13.91M
Latest Filing
Jul 17, 2026
CIK
0001900584
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,038,034 | $103.84M | 1.9001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,675,097 | $72.50M | 1.2482% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 685,861 | $51.41M | 0.8845% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 342,349 | $50.77M | 0.0455% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 305,892 | $41.78M | 0.5162% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 790,733 | $40.03M | 1.6319% | SH | — | View | |
Columbia Core Bond ETF(CRUX) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 1,330,753 | $39.90M | N/A | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 52,454 | $38.63M | 0.0074% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 994,569 | $36.19M | 1.5031% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 362,842 | $35.01M | 0.1241% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 309,723 | $29.62M | 0.1799% | SH | — | View | |
iShares S&P 100 ETF(OEF) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 74,084 | $27.10M | 0.1385% | SH | — | View |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 73,412 | $25.01M | 0.0190% | SH | — | View |
JPMorgan Municipal ETF(JMUB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 470,566 | $23.84M | 0.2760% | SH | — | View |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 200,597 | $20.49M | 0.1270% | SH | — | View |
Blackstone Inc.(BX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 129,420 | $15.23M | 0.0164% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 48,267 | $13.97M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 25,941 | $13.55M | 0.0309% | SH | — | View | |
iShares MSCI ACWI ETF(ACWI) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 85,773 | $13.46M | 0.0409% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 222,327 | $13.40M | 0.3262% | SH | — | View | |
VanEck BDC Income ETF(BIZD) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 1,033,780 | $13.09M | 0.7857% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 533,985 | $11.45M | 5.1349% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,662 | $10.20M | 0.0013% | SH | — | View |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 78,975 | $8.70M | 0.0326% | SH | — | View |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 41,305 | $7.77M | 0.0238% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 21,766 | $7.37M | 0.0824% | SH | — | View | |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 42,805 | $7.03M | 0.0075% | SH | — | View |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 64,990 | $4.91M | 0.0082% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 65,656 | $4.45M | 0.6122% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 11,732 | $4.43M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 18,763 | $3.99M | 0.0042% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 10,831 | $3.87M | 0.0001% | SH | — | View |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 39,818 | $3.80M | 0.0065% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 15,938 | $3.80M | 0.0001% | SH | — | View |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 5 | $3.74M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 146,335 | $3.47M | 0.0629% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 8,583 | $3.20M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 15,145 | $3.03M | 0.0001% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,773 | $2.86M | 0.0022% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 10,763 | $2.55M | 0.0020% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 6,927 | $2.45M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 100,344 | $2.28M | 0.1577% | SH | — | View | |
Comcast Corporation(CTP2.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 90,783 | $2.23M | 0.0026% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 107,120 | $2.23M | 0.3598% | SH | — | View | |
Rocket Lab USA, Inc.(RKLB) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 21,352 | $2.17M | 0.0037% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 73,632 | $2.15M | 3.8410% | SH | — | View | |
Verisk Analytics, Inc.(VRSK) | Technology | Software - Services | 2026-06-30 | 2026-07-17 | 11,573 | $2.08M | 0.0089% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 6,336 | $2.07M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 21,019 | $2.02M | 0.0337% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 25,092 | $1.93M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 39,014 | $1.91M | 1.0468% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 24,174 | $1.85M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 13,708 | $1.75M | 0.0198% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 6,887 | $1.75M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 13,977 | $1.74M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,487 | $1.63M | 0.0006% | SH | — | View | |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 1,260 | $1.51M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 5,987 | $1.45M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 15,641 | $1.30M | 0.0008% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 2,566 | $1.28M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 6,398 | $1.22M | 0.0010% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 1,976 | $1.11M | 0.0001% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 1,175 | $1.10M | 0.0003% | SH | — | View |
Golub Capital BDC, Inc.(GBDC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 83,925 | $1.08M | 0.0322% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 11,750 | $1.05M | 0.0902% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,382 | $1.01M | 0.1080% | SH | — | View | |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-17 | 8,514 | $915.25K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 33,370 | $914.67K | 0.0070% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 2,591 | $913.79K | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 8,795 | $913.63K | 0.0012% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 7,652 | $898.80K | 0.0002% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 6,453 | $882.25K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 7,530 | $871.13K | 0.0060% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 2,512 | $849.68K | 0.0004% | SH | — | View | |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 3,241 | $815.57K | 0.0002% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 3,241 | $815.57K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 2,105 | $778.80K | 0.0000% | SH | — | View | |
Invesco S&P 500 Low…(SPLV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 10,175 | $762.11K | 0.0110% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 14,362 | $759.46K | 0.0337% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 12,038 | $755.77K | 0.2067% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 16,528 | $755.33K | 0.0134% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 26,500 | $733.21K | 1.8946% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,384 | $722.64K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 7,035 | $719.70K | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 9,357 | $712.64K | 0.0528% | SH | — | View | |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 356 | $708.24K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 9,556 | $680.86K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 4,948 | $680.52K | 0.0009% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-17 | 1,632 | $678.42K | 0.0002% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 4,615 | $676.74K | 0.0002% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 976 | $670.55K | 0.0000% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 1,272 | $653.30K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 12,448 | $646.80K | 0.1647% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 5,590 | $633.12K | 0.0001% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 5,590 | $633.12K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,153 | $622.98K | 0.0017% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,591 | $581.87K | 0.0012% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 1,352 | $568.63K | 0.0000% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 1,663 | $567.12K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 20,500 | $566.41K | 1.4046% | SH | — | View |
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