Amplius Wealth Advisors, LLC - Q12026 Holdings

Amplius Wealth Advisors, LLC holds 175 stocks with a total portfolio value of $ 1.2B as of Q12026. In Q12026, Amplius Wealth Advisors, LLC added 10 new positions, increased stakes in 63 stocks, reduced 71 holdings, and fully exited 12 positions. The largest holding is Ea Series Trust (AAAA), representing 20.21% of the total portfolio.