Amplius Wealth Advisors, LLC - Q22026 Holdings

Amplius Wealth Advisors, LLC holds 211 stocks with a total portfolio value of $ 1.36B as of Q22026. In Q22026, Amplius Wealth Advisors, LLC added 43 new positions, increased stakes in 94 stocks, reduced 57 holdings, and fully exited 7 positions. The largest holding is Ea Series Trust (AAAA), representing 20.28% of the total portfolio.