AMPLIUS WEALTH ADVISORS, LLC

Filed: 4/13/2026ACC: 0001900584-26-000003

📋 What this filing means

AMPLIUS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

175

Positions

$1.20B

Total AUM (reported)

24.18M

Total Shares

Allocation by class

AMPLIUS AGGRESSV$242.51M20.2%

FOCUSED LAR CAP$91.80M7.7%

COM$88.85M7.4%

RESH ENHNC COR$64.82M5.4%

MOTLEY FOL ETF$63.94M5.3%

0-5 YR TIPS ETF$52.78M4.4%

MULTIFACTOR MI$45.03M3.8%

Portfolio Concentration

Top 3$399.13M33.3%

4–10$316.13M26.3%

11–25$296.98M24.8%

Rest$187.50M15.6%

Top 3 weight

33.3%

Top 10 weight

59.6%

Voting Authority Distribution

Total shares with voting rights: 24.18M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

24.18M

% of voting shares100.0%

Investment Discretion (by position count)

Sole175

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings175

Rows:

EA SERIES TRUST

SOLE

AMPLIUS AGGRESSV

Shares9.07M

TypeSH

Market value$242.51M

20.21%

Sole

0.00

Shared

0.00

None

9.07M

PUTNAM ETF TRUST

SOLE

FOCUSED LAR CAP

Shares1.98M

TypeSH

Market value$91.80M

7.65%

Sole

0.00

Shared

0.00

None

1.98M

COLUMBIA ETF TR I

SOLE

RESH ENHNC COR

Shares1.66M

TypeSH

Market value$64.82M

5.40%

Sole

0.00

Shared

0.00

None

1.66M

RBB FD INC

SOLE

MOTLEY FOL ETF

Shares969.16K

TypeSH

Market value$63.94M

5.33%

Sole

0.00

Shared

0.00

None

969.16K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares510.30K

TypeSH

Market value$52.78M

4.40%

Sole

0.00

Shared

0.00

None

510.30K

JOHN HANCOCK EXCHANGE TRADED

SOLE

MULTIFACTOR MI

Shares670.91K

TypeSH

Market value$45.03M

3.75%

Sole

0.00

Shared

0.00

None

670.91K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares336.05K

TypeSH

Market value$41.77M

3.48%

Sole

0.00

Shared

0.00

None

336.05K

GOLDMAN SACHS ETF TR

SOLE

ACES ULTRA SHR

Shares752.29K

TypeSH

Market value$38.03M

3.17%

Sole

0.00

Shared

0.00

None

752.29K

ISHARES TR

SOLE

GLOBAL 100 ETF

Shares309.85K

TypeSH

Market value$37.48M

3.12%

Sole

0.00

Shared

0.00

None

309.85K

VICTORY PORTFOLIOS II

SOLE

SHORT TRM BD ETF

Shares733.34K

TypeSH

Market value$37.09M

3.09%

Sole

0.00

Shared

0.00

None

733.34K

CAPITAL GROUP INTERNATIONAL

SOLE

SHS

Shares992.38K

TypeSH

Market value$32.86M

2.74%

Sole

0.00

Shared

0.00

None

992.38K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares386.80K

TypeSH

Market value$31.17M

2.60%

Sole

0.00

Shared

0.00

None

386.80K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares49.07K

TypeSH

Market value$28.32M

2.36%

Sole

0.00

Shared

0.00

None

49.07K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares283.43K

TypeSH

Market value$24.90M

2.08%

Sole

0.00

Shared

0.00

None

283.43K

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares212.01K

TypeSH

Market value$24.65M

2.06%

Sole

0.00

Shared

0.00

None

212.01K

CHUBB LIMITED

SOLE

COM

Shares75.33K

TypeSH

Market value$24.55M

2.05%

Sole

0.00

Shared

0.00

None

75.33K

ISHARES TR

SOLE

S&P 100 ETF

Shares76.55K

TypeSH

Market value$24.35M

2.03%

Sole

0.00

Shared

0.00

None

76.55K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares384.60K

TypeSH

Market value$19.23M

1.60%

Sole

0.00

Shared

0.00

None

384.60K

BLACKSTONE INC

SOLE

COM

Shares128.70K

TypeSH

Market value$14.80M

1.23%

Sole

0.00

Shared

0.00

None

128.70K

VANECK ETF TRUST

SOLE

BDC INCOME ETF

Shares1.02M

TypeSH

Market value$12.99M

1.08%

Sole

0.00

Shared

0.00

None

1.02M

VANECK ETF TRUST

SOLE

ALTERNATIVE ASSE

Shares584.11K

TypeSH

Market value$12.54M

1.05%

Sole

0.00

Shared

0.00

None

584.11K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares26.32K

TypeSH

Market value$12.19M

1.02%

Sole

0.00

Shared

0.00

None

26.32K

ISHARES TR

SOLE

MSCI ACWI ETF

Shares86.43K

TypeSH

Market value$11.96M

1.00%

Sole

0.00

Shared

0.00

None

86.43K

APPLE INC

SOLE

COM

Shares47.08K

TypeSH

Market value$11.95M

1.00%

Sole

0.00

Shared

0.00

None

47.08K

INVESCO EXCH TRADED FD TR II

SOLE

S&P INTL MOMNT

Shares191.79K

TypeSH

Market value$10.52M

0.88%

Sole

0.00

Shared

0.00

None

191.79K

Issuer	Class	Shares	Type	Value / Portfolio %	None
EA SERIES TRUSTSOLE	AMPLIUS AGGRESSV	9.07M	SH	$242.51M 20.21%	9.07M
PUTNAM ETF TRUSTSOLE	FOCUSED LAR CAP	1.98M	SH	$91.80M 7.65%	1.98M
COLUMBIA ETF TR ISOLE	RESH ENHNC COR	1.66M	SH	$64.82M 5.40%	1.66M
RBB FD INCSOLE	MOTLEY FOL ETF	969.16K	SH	$63.94M 5.33%	969.16K
ISHARES TRSOLE	0-5 YR TIPS ETF	510.30K	SH	$52.78M 4.40%	510.30K
JOHN HANCOCK EXCHANGE TRADEDSOLE	MULTIFACTOR MI	670.91K	SH	$45.03M 3.75%	670.91K
ISHARES TRSOLE	CORE S&P SCP ETF	336.05K	SH	$41.77M 3.48%	336.05K
GOLDMAN SACHS ETF TRSOLE	ACES ULTRA SHR	752.29K	SH	$38.03M 3.17%	752.29K
ISHARES TRSOLE	GLOBAL 100 ETF	309.85K	SH	$37.48M 3.12%	309.85K
VICTORY PORTFOLIOS IISOLE	SHORT TRM BD ETF	733.34K	SH	$37.09M 3.09%	733.34K
CAPITAL GROUP INTERNATIONALSOLE	SHS	992.38K	SH	$32.86M 2.74%	992.38K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	386.80K	SH	$31.17M 2.60%	386.80K
INVESCO QQQ TRSOLE	UNIT SER 1	49.07K	SH	$28.32M 2.36%	49.07K
WISDOMTREE TRSOLE	US QTLY DIV GRT	283.43K	SH	$24.90M 2.08%	283.43K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	212.01K	SH	$24.65M 2.06%	212.01K
CHUBB LIMITEDSOLE	COM	75.33K	SH	$24.55M 2.05%	75.33K
ISHARES TRSOLE	S&P 100 ETF	76.55K	SH	$24.35M 2.03%	76.55K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	384.60K	SH	$19.23M 1.60%	384.60K
BLACKSTONE INCSOLE	COM	128.70K	SH	$14.80M 1.23%	128.70K
VANECK ETF TRUSTSOLE	BDC INCOME ETF	1.02M	SH	$12.99M 1.08%	1.02M
VANECK ETF TRUSTSOLE	ALTERNATIVE ASSE	584.11K	SH	$12.54M 1.05%	584.11K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	26.32K	SH	$12.19M 1.02%	26.32K
ISHARES TRSOLE	MSCI ACWI ETF	86.43K	SH	$11.96M 1.00%	86.43K
APPLE INCSOLE	COM	47.08K	SH	$11.95M 1.00%	47.08K
INVESCO EXCH TRADED FD TR IISOLE	S&P INTL MOMNT	191.79K	SH	$10.52M 0.88%	191.79K

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