Amplius Wealth Advisors, LLC has filed a Form 13F-HR report disclosing its equity portfolio holdings as of September 30, 2026. The filing was signed by Matthew Liebman, the firm's Chief Compliance Officer, and lists the company's address in Blue Bell, Pennsylvania.
The report details a total of 224 holdings across various sectors. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with significant positions in broad market indices and specific thematic funds. Among the individual stock holdings, technology companies represent a substantial portion of the equity exposure.
- Technology Leaders: The portfolio includes significant stakes in Microsoft Corporation, with 12,056 shares, and NVIDIA Corporation, with 24,268 shares. Other notable tech holdings include Apple Inc. (53,598 shares), Broadcom Inc. (12,552 shares), and Meta Platforms Inc. (2,577 shares).
- ETF Exposure: A large volume of the portfolio is allocated to ETFs. Key holdings include the iShares Core S&P 500 ETF (14,591 shares), the iShares Core S&P 500 ETF (43,851 shares), and the Vanguard S&P 500 ETF (1,459 shares). The firm also holds substantial positions in the iShares Core MSCI World ETF (56,551 shares) and the iShares Core S&P 500 Growth ETF (40,344 shares).
- Financials and Energy: Financial sector exposure includes Blackstone Inc. (130,206 shares), JPMorgan Chase & Co. (6,575 shares), and Morgan Stanley (3,016 shares). Energy holdings include Exxon Mobil (7,575 shares) and Chevron Corporation (3,295 shares).
- Other Notable Positions: The portfolio also lists shares in Eli Lilly & Co. (1,540), Procter & Gamble Co. (4,746), and Johnson & Johnson (8,065).
