Amplius Wealth Advisors, LLC
13F filer · CIK 1900584 · Blue Bell, PA
Summary
Amplius Wealth Advisors, LLC reported $1.36B across 211 positions in its 13F for 2026 Q2, filed Jul 17, 2026. The largest holdings are EA SERIES TRUST (20.3%), PVAL (7.6%), RECS (5.3%). Versus 2026 Q1, leaving options aside, it opened 43 new positions, added to 94, trimmed 57 and sold out of 7.
Reported value$1.36B
Positions211
Report period2026 Q2
FiledJul 17, 2026
New positions43
Added94
Trimmed57
Sold out7
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
EA SERIES TRUSTNo ticker matchAdd
Weight 20.3%Value $276.77MShares 9.09M +0.28%
Weight 7.6%Value $103.84MPrice $52.97Shares 2.04M +3.01%Since Jun 30 +3.96%
Weight 5.3%Value $72.50MPrice $45.22Shares 1.68M +0.73%Since Jun 30 +4.48%
Weight 5.2%Value $71.33MPrice $79.99Shares 937K -3.37%Since Jun 30 +5.03%
Weight 3.8%Value $51.41MPrice $71.98Shares 686K +2.23%Since Jun 30 -3.98%
Weight 3.7%Value $50.77MPrice $136.91Shares 342K +1.87%Since Jun 30 -7.69%
Weight 3.1%Value $41.78MPrice $144.22Shares 306K -1.28%Since Jun 30 +5.58%
Weight 3.0%Value $41.30MPrice $50.47Shares 817K +8.55%Since Jun 30 -0.21%
Weight 2.9%Value $40.03MPrice $49.89Shares 791K +7.83%Since Jun 30 -1.44%
Weight 2.9%Value $39.90MPrice $28.60Shares 1.33MSince Jun 30 -4.60%
Weight 2.8%Value $38.63MPrice $737.93Shares 52K +6.89%Since Jun 30 +0.21%
Weight 2.7%Value $36.19MPrice $36.42Shares 995K +0.22%Since Jun 30 +0.08%
Weight 2.6%Value $35.01MPrice $94.80Shares 363K -6.19%Since Jun 30 -1.75%
Weight 2.2%Value $29.62MPrice $97.76Shares 310K +9.28%Since Jun 30 +2.24%
Weight 2.0%Value $27.10MPrice $381.86Shares 74K -3.23%Since Jun 30 +4.37%
Weight 2.0%Value $26.68MPrice $118.36Shares 228K +7.47%Since Jun 30 +1.08%
Weight 1.8%Value $25.01MPrice $332.08Shares 73K -2.54%Since Jun 30 -2.54%
Weight 1.7%Value $23.84MPrice $47.29Shares 471K +22.35%Since Jun 30 -6.64%
Weight 1.5%Value $20.49MPrice $99.72Shares 201K -60.69%Since Jun 30 -2.39%
Weight 1.1%Value $15.23MPrice $114.00Shares 129K +0.56%Since Jun 30 -3.12%
Weight 1.0%Value $13.97MPrice $329.40Shares 48K +2.53%Since Jun 30 +13.84%
Weight 1.0%Value $13.55MPrice $512.88Shares 26K -1.42%Since Jun 30 -1.82%
Weight 1.0%Value $13.46MPrice $159.46Shares 86K -0.76%Since Jun 30 +1.59%
Weight 1.0%Value $13.40MPrice $61.40Shares 222K +15.92%Since Jun 30 +1.84%
Weight 1.0%Value $13.09MPrice $12.97Shares 1.03M +1.83%Since Jun 30 +2.45%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| EA SERIES TRUSTNo ticker match | 20.3% | $276.77M | — | +0.28% | Add |
| 7.6% | $103.84M | +3.96% | +3.01% | Add | |
| 5.3% | $72.50M | +4.48% | +0.73% | Add | |
| 5.2% | $71.33M | +5.03% | -3.37% | Trim | |
| 3.8% | $51.41M | -3.98% | +2.23% | Add | |
| 3.7% | $50.77M | -7.69% | +1.87% | Add | |
| 3.1% | $41.78M | +5.58% | -1.28% | Trim | |
| 3.0% | $41.30M | -0.21% | +8.55% | Add | |
| 2.9% | $40.03M | -1.44% | +7.83% | Add | |
| 2.9% | $39.90M | -4.60% | — | New | |
| 2.8% | $38.63M | +0.21% | +6.89% | Add | |
| 2.7% | $36.19M | +0.08% | +0.22% | Add | |
| 2.6% | $35.01M | -1.75% | -6.19% | Trim | |
| 2.2% | $29.62M | +2.24% | +9.28% | Add | |
| 2.0% | $27.10M | +4.37% | -3.23% | Trim | |
| 2.0% | $26.68M | +1.08% | +7.47% | Add | |
| 1.8% | $25.01M | -2.54% | -2.54% | Trim | |
| 1.7% | $23.84M | -6.64% | +22.35% | Add | |
| 1.5% | $20.49M | -2.39% | -60.69% | Trim | |
| 1.1% | $15.23M | -3.12% | +0.56% | Add | |
| 1.0% | $13.97M | +13.84% | +2.53% | Add | |
| 1.0% | $13.55M | -1.82% | -1.42% | Trim | |
| 1.0% | $13.46M | +1.59% | -0.76% | Trim | |
| 1.0% | $13.40M | +1.84% | +15.92% | Add | |
| 1.0% | $13.09M | +2.45% | +1.83% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.