Amplius Wealth Advisors, LLC

Key Holdings

The portfolio is dominated by fund-of-funds structures and ETFs, with the top position being EA SERIES TRUST, which constitutes a massive 20.52% ($244.63M) of the portfolio. This represents an exceptionally large single-asset concentration, suggesting a core-satellite approach where this trust acts as the primary engine of the portfolio's strategy.

The second largest holding, PUTNAM ETF TRUST, was a new addition this quarter and immediately secured a 7.80% allocation ($92.95M). Rounding out the top five are COLUMBIA ETF TR I (5.57%), RBB FD INC (5.50%), and STIP (iShares 0-5 Year T-Bond ETF) at 4.15%.