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Portfolio (Quarterly) Guide ↗

Amplius Wealth Advisors, LLC

· CIK 0001900584
13F Portfolio $1.4B AUM 211 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 83 Added 54 Reduced 7 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTEC FIDELITY COVINGTON TRUST 983.0 $281K 0.02% NEW $285.58 -1.0%
22 EMR EMERSON ELEC CO Industrials 1,905.0 $273K 0.02% NEW $143.15 +9.8%
23 GILD GILEAD SCIENCES INC Healthcare 2,109.0 $266K 0.02% NEW $126.34 +15.7%
24 AMD ADVANCED MICRO DEVICES INC Technology 444.0 $258K 0.02% NEW $580.91 -18.5%
25 EPD ENTERPRISE PRODS PARTNERS L 6,872.0 $253K 0.02% NEW $36.76
26 LRCX LAM RESEARCH CORP Technology 576.0 $250K 0.02% NEW $433.59 -27.6%
27 PNC PNC FINL SVCS GROUP INC Financial Services 1,003.0 $247K 0.02% NEW $246.22 -1.3%
28 CMI CUMMINS INC Industrials 341.0 $243K 0.02% NEW $713.21 -17.6%
29 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 242.0 $234K 0.02% NEW $965.00 -11.9%
30 ESGV VANGUARD WORLD FD 1,732.0 $229K 0.02% NEW $132.25 +2.6%
31 AMAT APPLIED MATLS INC Technology 316.0 $228K 0.02% NEW $723.00 -31.9%
32 WDC WESTERN DIGITAL CORP Technology 355.0 $227K 0.02% NEW $638.72 -28.1%
33 VXF VANGUARD INDEX FDS 910.0 $224K 0.02% NEW $246.14 -0.2%
34 MMM 3M CO Industrials 1,347.0 $218K 0.02% NEW $161.95 +10.5%
35 FIX COMFORT SYS USA INC Industrials 110.0 $218K 0.02% NEW $1981.95 -16.5%
36 MRSH MARSH & MCLENNAN COS INC Financial Services 1,290.0 $215K 0.02% NEW $166.67 +15.2%
37 MAR MARRIOTT INTL INC NEW Consumer Cyclical 576.0 $213K 0.02% NEW $370.56 -3.8%
38 SPSM SPDR SERIES TRUST 3,684.0 $212K 0.02% NEW $57.67 -0.7%
39 PWRD TCW ETF TRUST 1,717.0 $211K 0.01% NEW $122.96 -11.9%
40 XPO XPO INC Industrials 1,017.0 $209K 0.01% NEW $205.29 -3.7%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 67.1%
Technology 15.7%
Industrials 4.4%
Communication Services 3.9%
Healthcare 2.9%
Consumer Cyclical 2.8%
Consumer Defensive 1.5%
Energy 0.7%
Utilities 0.4%
Real Estate 0.4%