Amplius Wealth Advisors
Amplius Wealth Advisors reported 224 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAAA (19.2%), PVAL (7.3%) and TMFC (5.2%). Compared with Q2 2026, the fund opened new positions in SPCX, IALT and GSSC, added to AAAA, TMFC and QQQ, trimmed PVAL, RECS and IOO and sold out of HIPO, MUB and IRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAAA EA Series Trust | $280M | 19.2% | 9.2M | +99K (+1%) | 5 of 8 | |
| 2 |  PVAL Putnam ETF Trust | $106M | 7.3% | 2M | −26K (−1%) | 8 of 8 | |
| 3 |  TMFC Motley Fool 100 Index | $76.4M | 5.2% | 954K | +17K (+2%) | 8 of 8 | |
| 4 |  RECS Columbia ETF TR I | $74.1M | 5.1% | 1.6M | −33K (−2%) | 8 of 8 | |
| 5 |  SPCX Space Exploration Techn Corp Class A Com Stk | $68.4M | 4.7% | 454K | New position | 1 of 8 | |
| 6 |  IOO Ishares TR | $43M | 3.0% | 299K | −7,096 (−2%) | 8 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $42.5M | 2.9% | 57K | +4,952 (+9%) | 8 of 8 | |
| 8 |  GSST Goldman Sachs ETF TR | $39.5M | 2.7% | 782K | −35K (−4%) | 8 of 8 | |
| 9 |  CRUX Columbia ETF TR I | $37.6M | 2.6% | 1.3M | −12K (−1%) | 2 of 8 | |
| 10 |  AVEM American Centy ETF TR | $37.1M | 2.5% | 395K | +32K (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HIPO Hippo Hldgs Inc | $432K | 15K |
 MUB Ishares TR | $415K | 3,859 |
 IRM Iron Mtn Inc New | $373K | 2,954 |
 IJK Ishares TR | $339K | 2,881 |
 MMIT New York Life Invts Active E | $296K | 12K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Amplius Wealth Advisors 13F FAQ
What does Amplius Wealth Advisors own?
Amplius Wealth Advisors reported 224 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAAA (19.2%), PVAL (7.3%) and TMFC (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Amplius Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 26 new positions, 104 added to, 73 trimmed and 13 sold out. New positions include SPCX, IALT and GSSC. It sold all of HIPO, MUB and IRM.
When will Amplius Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Amplius Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.