Amplius Wealth Advisors, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$1.4B
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAAA
EA SERIES TRUST
Held since at least Q1 2024
20.2%
02
$PVAL
PUTNAM ETF TRUST
Held since at least Q1 2024
7.7%
03
$RECS
COLUMBIA ETF TR I
Held since at least Q1 2024
5.4%
04
$TMFC
RBB FD INC
Held since at least Q1 2024
5.3%
05
$STIP
ISHARES TR
Held since at least Q1 2024
4.4%
06
$JHMM
JOHN HANCOCK EXCHANGE TRADED
Held since at least Q1 2024
3.8%
07
$IJR
ISHARES TR
Q1 2026: New position (4.3k shares)
3.5%
08
$GSST
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
3.2%
09
$IOO
ISHARES TR
Held since at least Q1 2024
3.1%
10
$USTB
VICTORY PORTFOLIOS II
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.