Managed by Amplius Wealth Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $276.8M | 9.09M | 0.00% | — |
| 2 | ? N/A — | $244.6M | 8.95M | 0.00% | — |
| 3 | ? N/A — | $242.5M | 9.07M | 0.00% | — |
| 4 | ? N/A — | $234.5M | 8.79M | 0.00% | — |
| 5 | I IAU — | $120.3M | 1.12M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | I IAU — | $111.1M | 1.15M | 0.00% | — |
| 7 | I IAU — | $105.1M | 1.04M | 0.00% | — |
| 8 | ? N/A — | $103.8M | 2.04M | 0.00% | — |
| 9 | P PPT — | $93M | 2.04M | 0.00% | — |
| 10 | P PPT — | $91.8M | 1.98M | 0.00% | — |
| 11 | I IAU — | $90.9M | 916.5K | 0.00% | — |
| 12 | I IAU — | $87.4M | 904.8K | 0.00% | — |
| 13 | P PPT — | $85.7M | 2.01M | 0.00% | — |
| 14 | I IAU — | $80.6M | 901.2K | 0.00% | — |
| 15 | P PPT — | $78.7M | 1.96M | 0.00% | — |
| 16 | Q QQQ — | $74.4M | 231.9K | 0.00% | — |
| 17 | ? N/A — | $72.5M | 1.68M | 0.00% | — |
| 18 | P PPT — | $71.7M | 1.88M | 0.00% | — |
| 19 | ? N/A — | $71.3M | 936.5K | 0.00% | — |
| 20 | C COLB — | $66.3M | 1.62M | 0.00% | — |