Institutional Fund
Amplius Wealth Advisors, LLC
Blue Bell, PACIK 19005845 filings on record
Portfolio Value
$1.20B
Q1 2026
Holdings
175
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+0.7%
from $1.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust20.2%
- Putnam ETF Trust7.7%
- Columbia ETF Tr I5.4%
- Rbb Fd Inc5.3%
- Ishares Tr4.4%
- John Hancock Exchange Traded3.8%
- Other53.2%
Portfolio Holdings
175 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 9.07M | $242.51M | 20.2% | +118.5K | Added |
| 2 | Putnam ETF Trust | 1.98M | $91.80M | 7.7% | −61.3K | Reduced |
| 3 | Columbia ETF Tr I | 1.66M | $64.82M | 5.4% | +38.4K | Added |
| 4 | Rbb Fd Inc | 969.2K | $63.94M | 5.3% | +54.9K | Added |
| 5 | Ishares Tr | 510.3K | $52.78M | 4.4% | +27.6K | Added |
| 6 | John Hancock Exchange Traded | 670.9K | $45.03M | 3.8% | −1.9K | Reduced |
| 7 | Ishares Tr | 336.1K | $41.77M | 3.5% | +8.9K | Added |
| 8 | Goldman Sachs ETF Tr | 752.3K | $38.03M | 3.2% | −34.9K | Reduced |
| 9 | Ishares Tr | 309.9K | $37.48M | 3.1% | −13.5K | Reduced |
| 10 | Victory Portfolios II | 733.3K | $37.09M | 3.1% | −36.3K | Reduced |
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