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Amplius Wealth Advisors, LLC
hedge fundUpdated 16 days agoManaged by Amplius Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$1.5B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
30.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.2B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.4B |
| Q3 2026 | $1.5B |
Top holdings
224 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A EA SERIES TRUST | $279.8M | 9.19M | 19.20% | Added(+1.1%) |
| 2 | $105.9M | 2.01M | 7.26% | Trimmed(-1.3%) | |
| 3 | ? N/A RBB FD INC | $76.4M | 953.8K | 5.24% | Added(+1.8%) |
| 4 | ? N/A COLUMBIA ETF TR I | $74.1M | 1.64M | 5.08% | Trimmed(-1.9%) |
| 5 | $68.4M | 453.7K | 4.70% | — | |
| 6 | $43M | 298.8K | 2.95% | Trimmed(-2.3%) | |
| 7 | $42.5M | 57.4K | 2.91% | Added(+9.4%) | |
| 8 | $39.5M | 782.0K | 2.71% | Trimmed(-4.2%) | |
| 9 | ? N/A COLUMBIA ETF TR I | $37.6M | 1.32M | 2.58% | Trimmed(-0.9%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $37.1M | 395.0K | 2.55% | Added(+8.9%) |
| 11 | $36.9M | 1.03M | 2.53% | Added(+3.1%) | |
| 12 | $32.8M | 458.8K | 2.25% | Trimmed(-33.1%) | |
| 13 | $32.4M | 333.1K | 2.22% | Added(+7.6%) | |
| 14 | ? N/A EA SERIES TRUST | $29.1M | 245.4K | 1.99% | Added(+7.7%) |
| 15 | $27.9M | 935.1K | 1.92% | — | |
| 16 | $27.3M | 71.5K | 1.88% | Trimmed(-3.5%) | |
| 17 | $26.1M | 547.8K | 1.79% | Added(+16.4%) | |
| 18 | $24M | 73.8K | 1.65% | Added(+0.5%) | |
| 19 | $21.7M | 435.4K | 1.49% | Trimmed(-44.9%) | |
| 20 | ? N/A NORTHERN LTS FD TR III | $19.5M | 377.9K | 1.34% | Added(+2935.7%) |