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Amplius Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1900584 · latest 13F-HR filed 2026-07-17

Backtest portfolio

Amplius Wealth Advisors, LLC manages $1.36B in 13F-reported U.S. long-equity assets across 211 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAAA (20.28%), PVAL (7.61%), RECS (5.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 43 new positions and exited 7; 107 existing positions rose in reported value and 29 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$1.36B

Long-equity book

Holdings
211

Distinct positions

Period
2026-06-30

Filed 2026-07-17

Q/Q Activity
+43 / −7 / ↑107 / ↓29

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAAA20.3% · +0%PVAL7.6% · +3%RECS5.3% · +1%TMFC5.2% · -3%JHMM3.8% · +2%IJR3.7% · +2%IOO3.1% · -1%GSST3.0% · +8%USTB2.9% · +8%CRUX2.9% · newQQQ2.8% · +7%CGIC2.7% · +0%AVEM2.6% · -6%DGRW2.2% · +9%OEF2.0% · -3%BOXX2.0% · +8%CB1.8% · -2%JMUB1.7% · +22%STIP1.5% · -61%BX1.1% · +1%AAPL1.0% · +2%DIA1.0% · -1%ACWI1.0% · -1%IDMO1.0% · +16%BIZD1.0% · +2%EMGF0.9% · +11%GPZ0.8% · -9%SPY0.7% · +33%IUSV0.6% · -7%IUSG0.6% · -2%AMG0.5% · +11%ITOT0.5% · -13%IAU0.4% · +1%EES0.3% · -43%AVGO0.3% · +1%ICOW0.3% · -2%RSP0.3% · -6%GOOGL0.3% · +25%IXUS0.3% · -5%AMZN0.3% · +15%BRK.A0.3% · 0%BXSL0.3% · -24%MSFT0.2% · +16%NVDA0.2% · +25%GLD0.2% · +2%BUFR0.2% · -24%VIG0.2% · -4%GOOG0.2% · +8%BTT0.2% · -3%CMCSA0.2% · -0%MUST0.2% · +9%RKLB0.2% · newCPSM0.2% · -11%VRSK0.2% · +0%JPM0.2% · +14%CPSL0.1% · -4%DLN0.1% · 0%IJH0.1% · 0%XTWO0.1% · -20%BIV0.1% · -26%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 57.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 14, 2026.

Assets Under Management
$1.74B
Discretionary
$1.74B
Employees
13
Accounts
2,847
Address
1787 SENTRY PARKWAY WEST
VEVA 16, SUITE 100
BLUE BELL, PA 19422
Phone
(215) 310-7770
Website
Name Title / Status Ownership Type
AMPLIUS HOLDINGS, LLC ControlOWNER
since Feb 2025
75% or moreDomestic Entity
DYNASTY FINANCIAL PARTNERS, LLCOWNER
since Jan 2023
10–25%Domestic Entity
LIEBMAN, MATTHEW, DanielCEO, CHIEF COMPLIANCE OFFICER
since Feb 2021
Less than 5%Individual
LIEBMAN, SAMUEL, ALANCHAIRMAN
since Feb 2021
Less than 5%Individual
Marks, Aaron, SHOSHONCHIEF STRATEGY OFFICER
since Feb 2021
Less than 5%Individual
JEM PARTNER HOLDINGS LLC Control
Indirect owner via AMPLIUS HOLDINGS, LLC
OWNER
since Feb 2025
25–50%Domestic Entity
LIEBMAN FAMILY LLC Control
Indirect owner via AMPLIUS HOLDINGS, LLC
OWNER
since Feb 2025
50–75%Domestic Entity
LIEBMAN, MATTHEW, Daniel Control
Indirect owner via LIEBMAN FAMILY LLC
MEMBER
since Feb 2021
50–75%Individual
LIEBMAN, SAMUEL, ALAN Control
Indirect owner via LIEBMAN FAMILY LLC
MEMBER
since Feb 2021
50–75%Individual
Marks, Aaron, SHOSHON Control
Indirect owner via JEM PARTNER HOLDINGS LLC
MEMBER
since Feb 2021
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Jan 15, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 24, 2025 filing
  • No longer listedJEM PARTNER HOLDINGS LLC · OWNER · 25–50% · control person · listed since Feb 2021
  • No longer listedLIEBMAN FAMILY LLC · OWNER · 50–75% · control person · listed since Feb 2021
Mar 3, 2025 filing
  • AddedAMPLIUS HOLDINGS, LLC · OWNER · 75% or more · control person
  • AddedJEM PARTNER HOLDINGS LLC · OWNER · 25–50% · indirect via AMPLIUS HOLDINGS, LLC · control person
  • AddedLIEBMAN FAMILY LLC · OWNER · 50–75% · indirect via AMPLIUS HOLDINGS, LLC · control person
Mar 22, 2023 filing
  • AddedDYNASTY FINANCIAL PARTNERS, LLC · OWNER · 10–25%
Oct 19, 2021 filing
  • AddedJEM PARTNER HOLDINGS LLC · OWNER · 25–50% · control person
  • AddedLIEBMAN FAMILY LLC · OWNER · 50–75% · control person
  • AddedLIEBMAN, MATTHEW, Daniel · MEMBER · 50–75% · indirect via LIEBMAN FAMILY LLC · control person
  • AddedLIEBMAN, SAMUEL, ALAN · MEMBER · 50–75% · indirect via LIEBMAN FAMILY LLC · control person
  • AddedMarks, Aaron, SHOSHON · MEMBER · 75% or more · indirect via JEM PARTNER HOLDINGS LLC · control person
  • ChangedLIEBMAN, MATTHEW, Daniel · title FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER → CEO, CHIEF COMPLIANCE OFFICER; ownership 25–50% → Less than 5%; no longer a control person
  • ChangedLIEBMAN, SAMUEL, ALAN · title FOUNDING PARTNER, CHAIRMAN → CHAIRMAN; ownership 25–50% → Less than 5%; no longer a control person
  • ChangedMarks, Aaron, SHOSHON · title FOUNDING PARTNER → CHIEF STRATEGY OFFICER; ownership 25–50% → Less than 5%; no longer a control person
Feb 26, 2021 filing
  • No longer listedHansen, Alexander, William · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2021
  • No longer listedKupfer, Corey, NMN · SOLE MEMBER · 75% or more · indirect via RIAKA HOLDINGS, LLC · control person · listed since Mar 2021
  • No longer listedRIAKA HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person · listed since Mar 2021
  • AddedLIEBMAN, MATTHEW, Daniel · FOUNDING PARTNER, CEO, CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • AddedLIEBMAN, SAMUEL, ALAN · FOUNDING PARTNER, CHAIRMAN · 25–50% · control person
  • AddedMarks, Aaron, SHOSHON · FOUNDING PARTNER · 25–50% · control person
Jan 21, 2021 filing
  • ChangedRIAKA HOLDINGS, LLC · title SOLE MEMBER → MANAGING MEMBER
Jan 15, 2021 filing (earliest on record)
  • ListedHansen, Alexander, William · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedKupfer, Corey, NMN · SOLE MEMBER · 75% or more · indirect via RIAKA HOLDINGS, LLC · control person
  • ListedRIAKA HOLDINGS, LLC · SOLE MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 107 →

Top Trims

Show all 29 →

New Positions

Show all 43 →

Exited Positions

Show all 7 →

Amplius Wealth Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EA SERIES TRUST AAAA 02072Q689 $276.8M 20.28% 9,090,785 SH
2 PUTNAM ETF TRUST PVAL 746729300 $103.8M 7.61% 2,038,034 SH
3 COLUMBIA ETF TR I RECS 19761L706 $72.5M 5.31% 1,675,097 SH
4 RBB FD INC TMFC 74933W601 $71.3M 5.23% 936,549 SH
5 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $51.4M 3.77% 685,861 SH
6 ISHARES TR IJR 464287804 $50.8M 3.72% 342,349 SH
7 ISHARES TR IOO 464287572 $41.8M 3.06% 305,892 SH
8 GOLDMAN SACHS ETF TR GSST 381430230 $41.3M 3.03% 816,573 SH
9 VICTORY PORTFOLIOS II USTB 92647N535 $40.0M 2.93% 790,733 SH
10 COLUMBIA ETF TR I CRUX 19761L748 $39.9M 2.92% 1,330,753 SH
11 INVESCO QQQ TR QQQ 46090E103 $38.6M 2.83% 52,454 SH
12 CAPITAL GROUP INTERNATIONAL CGIC 14021T102 $36.2M 2.65% 994,569 SH
13 AMERICAN CENTY ETF TR AVEM 025072604 $35.0M 2.57% 362,842 SH
14 WISDOMTREE TR DGRW 97717X669 $29.6M 2.17% 309,723 SH
15 ISHARES TR OEF 464287101 $27.1M 1.99% 74,084 SH
16 EA SERIES TRUST BOXX 02072L565 $26.7M 1.95% 227,846 SH
17 CHUBB LIMITED CB H1467J104 $25.0M 1.83% 73,412 SH
18 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $23.8M 1.75% 470,566 SH
19 ISHARES TR STIP 46429B747 $20.5M 1.50% 200,597 SH
20 BLACKSTONE INC BX 09260D107 $15.2M 1.12% 129,420 SH
21 APPLE INC AAPL 037833100 $14.0M 1.02% 48,267 SH
22 SPDR DOW JONES INDL AVERAGE DIA 78467X109 $13.6M 0.99% 25,941 SH
23 ISHARES TR ACWI 464288257 $13.5M 0.99% 85,773 SH
24 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $13.4M 0.98% 222,327 SH
25 VANECK ETF TRUST BIZD 92189F411 $13.1M 0.96% 1,033,780 SH
26 ISHARES INC EMGF 46434G889 $11.6M 0.85% 159,010 SH
27 VANECK ETF TRUST GPZ 92189H649 $11.4M 0.84% 533,985 SH
28 SPDR S&P 500 ETF TR SPY 78462F103 $10.2M 0.75% 13,662 SH
29 ISHARES TR IUSV 464287663 $8.7M 0.64% 78,975 SH
30 ISHARES TR IUSG 464287671 $7.8M 0.57% 41,305 SH
31 AFFILIATED MANAGERS GROUP INC AMG 008252108 $7.4M 0.54% 21,766 SH
32 ISHARES TR ITOT 464287150 $7.0M 0.52% 42,805 SH
33 ISHARES GOLD TR IAU 464285204 $4.9M 0.36% 64,990 SH
34 WISDOMTREE TR EES 97717W562 $4.5M 0.33% 65,656 SH
35 BROADCOM INC AVGO 11135F101 $4.4M 0.32% 11,732 SH
36 PACER FDS TR ICOW 69374H873 $4.1M 0.30% 97,471 SH
37 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $4.0M 0.29% 18,763 SH
38 ALPHABET INC GOOGL 02079K305 $3.9M 0.28% 10,831 SH
39 ISHARES TR IXUS 46432F834 $3.8M 0.28% 39,818 SH
40 AMAZON COM INC AMZN 023135106 $3.8M 0.28% 15,938 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.7M 0.27% 5 SH
42 BLACKSTONE SECD LENDING FD BXSL 09261X102 $3.5M 0.25% 146,335 SH
43 MICROSOFT CORP MSFT 594918104 $3.2M 0.23% 8,583 SH
44 NVIDIA CORPORATION NVDA 67066G104 $3.0M 0.22% 15,145 SH
45 SPDR GOLD TR GLD 78463V107 $2.9M 0.21% 7,773 SH
46 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $2.6M 0.19% 70,158 SH
47 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.5M 0.19% 10,763 SH
48 ALPHABET INC GOOG 02079K107 $2.4M 0.18% 6,927 SH
49 BLACKROCK MUN TARGET TERM TR BTT 09257P105 $2.3M 0.17% 100,344 SH
50 COMCAST CORP NEW CMCSA 20030N101 $2.2M 0.16% 90,783 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $1.36B 211 0001900584-26-000004
2026-03-31 2026-04-13 $1.20B 175 0001900584-26-000003
2025-12-31 2026-01-12 $1.19B 177 0001900584-26-000001
Filer Information
Address
1787 SENTRY PARKWAY WEST
VEVA 16, SUITE 100
BLUE BELL, PA 19422
Phone
(215) 310-7770
Filing Manager
Amplius Wealth Advisors, LLC
BLUE BELL, PA
Signatory
Matthew Liebman
Chief Compliance Officer