Amplius Wealth Advisors, LLC
•CIK: 1900584•Filing: Q4 2025
**Amplius Wealth Advisors, LLC** manages $1.2B across a diversified portfolio of 177 positions. The firm exhibits significant conviction in its top holdings, notably maintaining a substantial allocation to AAAA at $244.6M. Further concentration is evident in PVAL ($93.0M) and RECS ($66.3M), suggesting targeted, high-conviction bets across various sectors. This positioning reflects a disciplined, large-cap focused approach to capital deployment.
Total AUM
$1.2B
QoQ Performance
+3.0%
Positions
113
Top 10 Concentration
60.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAAA
PVAL
RECS
TMFC
AAAA20.5%
PVAL7.8%
RECS5.6%
TMFC5.5%
STIP4.1%
JHMM3.7%
IOO3.4%
GSST3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.9%
Financial2.7%
Technology2.3%
ETF0.7%
Consumer0.5%
Communication0.3%
Healthcare0.3%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑68 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023