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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 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VEA VANGUARD TAX-MANAGED FDS 9,556.0 $681K 0.05% +3K +46.0% $71.25 +3.0%
102 IVW ISHARES TR 4,948.0 $681K 0.05% -696.0 -12.3% $137.53 +0.9%
103 UNH UNITEDHEALTH GROUP INC Healthcare 1,632.0 $678K 0.05% -114.0 -6.5% $415.70 -6.2%
104 PG PROCTER AND GAMBLE CO Consumer Defensive 4,615.0 $677K 0.05% +123.0 +2.7% $146.64 -1.3%
105 VOO VANGUARD INDEX FDS 976.0 $671K 0.05% +185.0 +23.4% $687.03 +2.4%
106 MA MASTERCARD INCORPORATED Financial Services 1,272.0 $653K 0.05% +635.0 +99.7% $513.60 +13.1%
107 CPAI NORTHERN LTS FD TR III 12,448.0 $647K 0.05% NEW $51.96 +0.9%
108 WMT WALMART INC Consumer Defensive 5,590.0 $633K 0.05% +675.0 +13.7% $113.26 -8.4%
109 VOE VANGUARD INDEX FDS 3,153.0 $623K 0.05% +340.0 +12.1% $197.58 +5.6%
110 VBK VANGUARD INDEX FDS 1,591.0 $582K 0.04% +32.0 +2.0% $365.72 -1.9%
111 TSLA TESLA INC Consumer Cyclical 1,352.0 $569K 0.04% +264.0 +24.3% $420.58 -13.7%
112 PANW PALO ALTO NETWORKS INC Technology 1,663.0 $567K 0.04% NEW $341.02 +4.9%
113 CPNJ CALAMOS ETF TR 20,500.0 $566K 0.04% $27.63 +0.0%
114 BCAT BLACKROCK CAP ALLOCATION TERM Financial Services 35,290.0 $562K 0.04% -331.0 -0.9% $15.93 -0.2%
115 V VISA INC Financial Services 1,637.0 $562K 0.04% +135.0 +9.0% $343.17 +8.1%
116 OBIL RBB FD INC 11,198.0 $560K 0.04% -2K -16.9% $49.98 +0.3%
117 RKT ROCKET COS INC Financial Services 35,454.0 $558K 0.04% NEW $15.75 -11.6%
118 MS MORGAN STANLEY Financial Services 2,639.0 $552K 0.04% +21.0 +0.8% $209.04 +2.5%
119 WM WASTE MGMT INC DEL Industrials 2,467.0 $550K 0.04% +842.0 +51.8% $222.88 +0.5%
120 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,140.0 $545K 0.04% -80.0 -6.6% $477.72 -12.3%
Page 6 of 11  ·  211 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%