Amplius Wealth Advisors, LLC reported 104 positions worth $225.32M for the quarter ended Sep 30, 2026, up 56.4% on the prior quarter. It opened 14 new positions, added to 68, trimmed 18 and exited 7. Its largest holding is Space Exploration Technologies Corp at 30.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +453.7K | – | $68.44M | 30.37% |
| NVDA Nvidia Corp | +9,123 | +60.2% | $2.08M | 2.46% |
| MSFT Microsoft Corp | +3,473 | +40.5% | $1.78M | 2.74% |
| AAPL Apple Inc. | +5,331 | +11.0% | $1.78M | 7.92% |
| GOOG Alphabet Inc. | +2,009 | +29.0% | $684.55K | 1.35% |
| AMZN Amazon Com Inc | +2,135 | +13.4% | $531.93K | 2% |
| META Meta Platforms, Inc. | +601 | +30.4% | $435.86K | 0.829% |
| MU Micron Technology Inc | +366 | +139.7% | $389.83K | 0.297% |
| GOOGL Alphabet Inc. | +1,129 | +10.4% | $388.46K | 1.83% |
| TSLA Tesla, Inc. | +1,083 | +80.1% | $384.27K | 0.383% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BXSL Blackstone Secured Lending Fund | -35.5K | -24.3% | $852.25K | 1.18% |
| HIPO Hippo Holdings Inc. | -15.3K | -100.0% | $431.81K | Exited |
| IRM Iron Mountain Inc | -2,954 | -100.0% | $373.12K | Exited |
| EMR Emerson Electric Co | -1,905 | -100.0% | $272.70K | Exited |
| CMI Cummins Inc | -341 | -100.0% | $243.21K | Exited |
| GBDC GOLUB CAPITAL BDC, Inc. | -18.1K | -21.5% | $228.36K | 0.369% |
| WDC Western Digital Corp | -355 | -100.0% | $226.75K | Exited |
| MRSH Marsh & Mclennan Companies, Inc. | -1,290 | -100.0% | $215.00K | Exited |
| SBUX Starbucks Corp | -2,024 | -100.0% | $206.87K | Exited |
| IAU Ishares Gold Trust | -2,189 | -3.4% | $170.96K | 2.18% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +453.7K | $68.44M | 30.37% |
| PSX Phillips 66 | +1,085 | $277.01K | 0.123% |
| PEP Pepsico Inc | +2,168 | $274.73K | 0.122% |
| MDT Medtronic plc | +3,153 | $272.07K | 0.121% |
| VZ Verizon Communications Inc | +5,297 | $242.98K | 0.108% |
| RTX RTX Corp | +1,266 | $234.94K | 0.104% |
| NFLX Netflix Inc | +3,373 | $234.69K | 0.104% |
| CME Cme Group Inc. | +875 | $229.23K | 0.102% |
| NOW ServiceNow, Inc. | +1,707 | $228.76K | 0.102% |
| CRWD CrowdStrike Holdings, Inc. | +841 | $222.65K | 0.099% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HIPO Hippo Holdings Inc. | -15.3K | $431.81K | 0.3% |
| IRM Iron Mountain Inc | -2,954 | $373.12K | 0.259% |
| EMR Emerson Electric Co | -1,905 | $272.70K | 0.189% |
| CMI Cummins Inc | -341 | $243.21K | 0.169% |
| WDC Western Digital Corp | -355 | $226.75K | 0.157% |
| MRSH Marsh & Mclennan Companies, Inc. | -1,290 | $215.00K | 0.149% |
| SBUX Starbucks Corp | -2,024 | $206.87K | 0.144% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 453.7K | $68.44M | 30.37% | +453.7K | – | New | 0% |
| 2 | CB Chubb Ltd | Financial Services | 73.8K | $24.01M | 10.65% | +400 | +0.5% | Added | 0.02% |
| 3 | AAPL Apple Inc. | Technology | 53.6K | $17.85M | 7.92% | +5,331 | +11.0% | Added | 0% |
| 4 | BX Blackstone Inc. | Financial Services | 130.2K | $14.59M | 6.48% | +786 | +0.6% | Added | 0.02% |
| 5 | AMG Affiliated Managers Group, Inc. | Financial Services | 21.8K | $7.98M | 3.54% | +61 | +0.3% | Added | 0.08% |
| 6 | MSFT Microsoft Corp | Technology | 12.1K | $6.18M | 2.74% | +3,473 | +40.5% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 24.3K | $5.54M | 2.46% | +9,123 | +60.2% | Added | 0% |
| 8 | IAU Ishares Gold Trust | Others | 62.8K | $4.90M | 2.18% | -2,189 | -3.4% | Reduced | 0.01% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 18.1K | $4.50M | 2% | +2,135 | +13.4% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 12.6K | $4.41M | 1.96% | +820 | +7.0% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 12.0K | $4.12M | 1.83% | +1,129 | +10.4% | Added | 0% |
| 12 | BRK-A Berkshire Hathaway Inc | Financial Services | 5 | $3.74M | 1.66% | 0 | 0.0% | Unchanged | 0% |
| 13 | GLD Spdr Gold Trust | Financial Services | 8,353 | $3.18M | 1.41% | +580 | +7.5% | Added | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 8,936 | $3.04M | 1.35% | +2,009 | +29.0% | Added | 0% |
| 15 | BXSL Blackstone Secured Lending Fund | Financial Services | 110.8K | $2.66M | 1.18% | -35.5K | -24.3% | Reduced | 0.05% |
Tip. Select a row to see that position’s full history at Amplius Wealth Advisors.
As of its Q3 2026 13F filing, Amplius Wealth Advisors, LLC’s five largest positions were Space Exploration Technologies Corp (SPCX) at 30.4%, Chubb Ltd (CB) at 10.7%, Apple Inc. (AAPL) at 7.9%, Blackstone Inc. (BX) at 6.5%, Affiliated Managers Group, Inc. (AMG) at 3.5% of the reported portfolio.
Amplius Wealth Advisors, LLC reported a 13F portfolio worth $225.32M across 104 positions for Q3 2026. That is up 56.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($68.44M), Nvidia Corp ($2.08M), Microsoft Corp ($1.78M). It opened 14 new positions.
Its largest sales by value were Blackstone Secured Lending Fund ($852.25K), Hippo Holdings Inc. ($431.81K), Iron Mountain Inc ($373.12K). It exited 7 positions entirely.
From the Form 13F-HR reports Amplius Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.