Amplius Wealth Advisors, LLC ETF holdings
Blue Bell, PA
Reported $1.2B in 112 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
112
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
89.8%
of $1.4B
Top 10 of 112 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AAAA | Amplius Aggressive Asset Allocation ETF | $276.8M | 9,090,785 | +24,960 shares |
| PVAL | Putnam Focused Large Cap Value ETF | $103.8M | 2,038,034 | +59,578 shares |
| RECS | Columbia Research Enhanced Core ETF | $72.5M | 1,675,097 | +12,124 shares |
| TMFC | Motley Fool 100 Index ETF | $71.3M | 936,549 | −32,615 shares |
| JHMM | John Hancock Multifactor Mid Cap ETF | $51.4M | 685,861 | +14,952 shares |
| IJR | iShares Core S&P Small-Cap ETF | $50.8M | 342,349 | +6,297 shares |
| IOO | iShares Global 100 ETF | $41.8M | 305,892 | −3,961 shares |
| GSST | Goldman Sachs Ultra Short Bond ETF | $41.3M | 816,573 | +64,286 shares |
| USTB | VictoryShares Short-Term Bond ETF | $40.0M | 790,733 | +57,397 shares |
| CRUX | Columbia Core Bond ETF | $39.9M | 1,330,753 | New position |
102 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001900584. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Amplius Wealth Advisors, LLC own?
Amplius Wealth Advisors, LLC reported 112 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was AAAA, at $276.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.