Amplius Wealth Advisors, LLC

CIK 0001900584 · Q2 2026

13F Equity AUM

$1.4B

+13.8% QoQ

Positions

211

+36 QoQ

AUM Rank

#2,863

Top 23%

Skill Alpha (FF)

-2.1%/yr^ns

No Clear Edge

Rank #5,990 · Top 72%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 42.2%Top 10: 57.9%Top 20: 78.2%

AAAA20.3%

PVAL7.6%

RECS5.3%

TMFC5.2%

JHMM3.8%

IJR3.7%

IOO3.1%

GSST3.0%

USTB2.9%

COLUMBIA ETF TR I2.9%

Others (201)42.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.6%

Fund21.6%

Unclassified3.0%

Technology2.4%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 211Median: 0.05%Avg: 0.47%

0–0.5%

179(12.1%)

0.5–1%

11(8.6%)

1–3%

13(27.2%)

3–5%

4(13.6%)

5%+

4(38.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 211vs 20 funds

0%Low

211

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New43Increased94Decreased57Exited7

New Positions

COLUMBIA ETF TR I2.9%

+1.3M

6RJ00.2%

+21K

EXXON MOBIL CORP0.1%

+6K

ASML0.1%

+356

CPAI0.1%

+12K

PANW0.0%

+2K

RKT0.0%

+35K

GTOP0.0%

+10K

CAT0.0%

+492

GS0.0%

+430

Increased

JMUB1.8%

+86K(+22%)

GSST3.0%

+64K(+9%)

PVAL7.6%

+60K(+3%)

USTB2.9%

+57K(+8%)

IDMO1.0%

+31K(+16%)

HDV0.1%

+27K(+400%)

DGRW2.2%

+26K(+9%)

AAAA20.3%

+25K(+0%)

BIZD1.0%

+19K(+2%)

EMGF0.8%

+16K(+11%)

Decreased

STIP1.5%

-309,704(-61%)

GPZ0.8%

-50,120(-9%)

EES0.3%

-49,214(-43%)

BXSL0.3%

-45,365(-24%)

TMFC5.2%

-32,615(-3%)

AVEM2.6%

-23,955(-6%)

BUFR0.2%

-21,689(-24%)

HTAB0.0%

-15,027(-53%)

XTWO0.1%

-10,080(-21%)

CPSM0.2%

-9,231(-11%)

Exited

-5,476

-8,708

-1,400

-4,350

-2,198

-2,101

IDEV

-2,521

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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