Amplius Wealth Advisors, LLC
Amplius Wealth Advisors, LLC reported 211 positions worth $1.36B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: AAAA (20.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAAA | SH | $276.8M | 20.28% | 9,090,785 | — | — | |
| ▸ 2 | PVAL | SH | $103.8M | 7.61% | 2,038,034 | — | — | |
| ▸ 3 | RECS | SH | $72.5M | 5.31% | 1,675,097 | — | — | |
| ▸ 4 | TMFC | SH | $71.3M | 5.23% | 936,549 | — | — | |
| ▸ 5 | JHMM | SH | $51.4M | 3.77% | 685,861 | — | — | |
| ▸ 6 | IJR | SH | $50.8M | 3.72% | 342,349 | — | — | |
| ▸ 7 | IOO | SH | $41.8M | 3.06% | 305,892 | — | — | |
| ▸ 8 | GSST | SH | $41.3M | 3.03% | 816,573 | — | — | |
| ▸ 9 | USTB | SH | $40.0M | 2.93% | 790,733 | — | — | |
| ▸ 10 | CRUX | SH | $39.9M | 2.92% | 1,330,753 | — | — |
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Frequently Asked Questions
What stocks does Amplius Wealth Advisors, LLC hold as of Q2 2026?
Amplius Wealth Advisors, LLC reported 211 positions worth $1.36B in its Q2 2026 13F filing. Largest positions: AAAA (20.3%), PVAL (7.6%), RECS (5.3%), TMFC (5.2%) and JHMM (3.8%).
What did Amplius Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Amplius Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.