AMPLIUS WEALTH ADVISORS, LLC

Filed: 4/10/2025ACC: 0001900584-25-000003

📋 What this filing means

AMPLIUS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 183 equity positions with a total reported market value of $961.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

183

Positions

$961.54M

Total AUM (reported)

17.24M

Total Shares

Allocation by class

GLOBAL 100 ETF$111.13M11.6%

COM$92.89M9.7%

FOCUSED LAR CAP$71.74M7.5%

RESH ENHNC COR$50.23M5.2%

MOTLEY FOL ETF$50.15M5.2%

MULTIFACTOR MI$35.35M3.7%

CORE S&P SCP ETF$34.35M3.6%

Portfolio Concentration

Top 3$233.10M24.2%

4–10$249.25M25.9%

11–25$277.46M28.9%

Rest$201.72M21.0%

Top 3 weight

24.2%

Top 10 weight

50.2%

Voting Authority Distribution

Total shares with voting rights: 17.24M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

17.24M

% of voting shares100.0%

Investment Discretion (by position count)

Sole183

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings183

Rows:

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares1.15M

TypeSH

Market value$111.13M

11.56%

Sole

0.00

Shared

0.00

None

1.15M

PUTNAM ETF TRUST

SOLE

FOCUSED LAR CAP

Shares1.88M

TypeSH

Market value$71.74M

7.46%

Sole

0.00

Shared

0.00

None

1.88M

COLUMBIA ETF TR I

SOLE

RESH ENHNC COR

Shares1.51M

TypeSH

Market value$50.23M

5.22%

Sole

0.00

Shared

0.00

None

1.51M

RBB FD INC

SOLE

MOTLEY FOL ETF

Shares901.53K

TypeSH

Market value$50.15M

5.22%

Sole

0.00

Shared

0.00

None

901.53K

JOHN HANCOCK EXCHANGE TRADED

SOLE

MULTIFACTOR MI

Shares616.92K

TypeSH

Market value$35.35M

3.68%

Sole

0.00

Shared

0.00

None

616.92K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares328.50K

TypeSH

Market value$34.35M

3.57%

Sole

0.00

Shared

0.00

None

328.50K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares70.52K

TypeSH

Market value$33.07M

3.44%

Sole

0.00

Shared

0.00

None

70.52K

GOLDMAN SACHS ETF TR

SOLE

ACES ULTRA SHR

Shares641.39K

TypeSH

Market value$32.42M

3.37%

Sole

0.00

Shared

0.00

None

641.39K

HARTFORD FDS EXCHANGE TRADED

SOLE

SCHRDRS TAX BD

Shares1.69M

TypeSH

Market value$32.33M

3.36%

Sole

0.00

Shared

0.00

None

1.69M

VICTORY PORTFOLIOS II

SOLE

SHORT TRM BD ETF

Shares623.73K

TypeSH

Market value$31.59M

3.29%

Sole

0.00

Shared

0.00

None

623.73K

FIRST TR EXCHNG TRADED FD VI

SOLE

CBOE VEST US EQ

Shares992.06K

TypeSH

Market value$29.46M

3.06%

Sole

0.00

Shared

0.00

None

992.06K

ISHARES TR

SOLE

S&P 100 ETF

Shares94.42K

TypeSH

Market value$25.57M

2.66%

Sole

0.00

Shared

0.00

None

94.42K

HARBOR ETF TRUST

SOLE

INTERNATNAL COMP

Shares930.28K

TypeSH

Market value$24.69M

2.57%

Sole

0.00

Shared

0.00

None

930.28K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares384.39K

TypeSH

Market value$23.13M

2.41%

Sole

0.00

Shared

0.00

None

384.39K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares271.50K

TypeSH

Market value$21.68M

2.25%

Sole

0.00

Shared

0.00

None

271.50K

CHUBB LIMITED

SOLE

COM

Shares66.06K

TypeSH

Market value$19.95M

2.07%

Sole

0.00

Shared

0.00

None

66.06K

ISHARES TR

SOLE

LARGE CAP MAX BU

Shares722.98K

TypeSH

Market value$18.65M

1.94%

Sole

0.00

Shared

0.00

None

722.98K

BLACKSTONE INC

SOLE

COM

Shares127.47K

TypeSH

Market value$17.82M

1.85%

Sole

0.00

Shared

0.00

None

127.47K

BLACKSTONE SECD LENDING FD

SOLE

COMMON STOCK

Shares511.80K

TypeSH

Market value$16.56M

1.72%

Sole

0.00

Shared

0.00

None

511.80K

ISHARES TR

SOLE

CORE S&P US GWT

Shares119.26K

TypeSH

Market value$15.16M

1.58%

Sole

0.00

Shared

0.00

None

119.26K

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares133K

TypeSH

Market value$14.83M

1.54%

Sole

0.00

Shared

0.00

None

133K

APPLE INC

SOLE

COM

Shares59.39K

TypeSH

Market value$13.19M

1.37%

Sole

0.00

Shared

0.00

None

59.39K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares259.97K

TypeSH

Market value$13.00M

1.35%

Sole

0.00

Shared

0.00

None

259.97K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares29.98K

TypeSH

Market value$12.59M

1.31%

Sole

0.00

Shared

0.00

None

29.98K

ISHARES TR

SOLE

CORE S&P US VLU

Shares121.35K

TypeSH

Market value$11.20M

1.16%

Sole

0.00

Shared

0.00

None

121.35K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	GLOBAL 100 ETF	1.15M	SH	$111.13M 11.56%	1.15M
PUTNAM ETF TRUSTSOLE	FOCUSED LAR CAP	1.88M	SH	$71.74M 7.46%	1.88M
COLUMBIA ETF TR ISOLE	RESH ENHNC COR	1.51M	SH	$50.23M 5.22%	1.51M
RBB FD INCSOLE	MOTLEY FOL ETF	901.53K	SH	$50.15M 5.22%	901.53K
JOHN HANCOCK EXCHANGE TRADEDSOLE	MULTIFACTOR MI	616.92K	SH	$35.35M 3.68%	616.92K
ISHARES TRSOLE	CORE S&P SCP ETF	328.50K	SH	$34.35M 3.57%	328.50K
INVESCO QQQ TRSOLE	UNIT SER 1	70.52K	SH	$33.07M 3.44%	70.52K
GOLDMAN SACHS ETF TRSOLE	ACES ULTRA SHR	641.39K	SH	$32.42M 3.37%	641.39K
HARTFORD FDS EXCHANGE TRADEDSOLE	SCHRDRS TAX BD	1.69M	SH	$32.33M 3.36%	1.69M
VICTORY PORTFOLIOS IISOLE	SHORT TRM BD ETF	623.73K	SH	$31.59M 3.29%	623.73K
FIRST TR EXCHNG TRADED FD VISOLE	CBOE VEST US EQ	992.06K	SH	$29.46M 3.06%	992.06K
ISHARES TRSOLE	S&P 100 ETF	94.42K	SH	$25.57M 2.66%	94.42K
HARBOR ETF TRUSTSOLE	INTERNATNAL COMP	930.28K	SH	$24.69M 2.57%	930.28K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	384.39K	SH	$23.13M 2.41%	384.39K
WISDOMTREE TRSOLE	US QTLY DIV GRT	271.50K	SH	$21.68M 2.25%	271.50K
CHUBB LIMITEDSOLE	COM	66.06K	SH	$19.95M 2.07%	66.06K
ISHARES TRSOLE	LARGE CAP MAX BU	722.98K	SH	$18.65M 1.94%	722.98K
BLACKSTONE INCSOLE	COM	127.47K	SH	$17.82M 1.85%	127.47K
BLACKSTONE SECD LENDING FDSOLE	COMMON STOCK	511.80K	SH	$16.56M 1.72%	511.80K
ISHARES TRSOLE	CORE S&P US GWT	119.26K	SH	$15.16M 1.58%	119.26K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	133K	SH	$14.83M 1.54%	133K
APPLE INCSOLE	COM	59.39K	SH	$13.19M 1.37%	59.39K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	259.97K	SH	$13.00M 1.35%	259.97K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	29.98K	SH	$12.59M 1.31%	29.98K
ISHARES TRSOLE	CORE S&P US VLU	121.35K	SH	$11.20M 1.16%	121.35K

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