AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Amplius Wealth Advisors, LLC
Portfolio Overview
Amplius Wealth Advisors, LLC reported a significant expansion in assets under management, with the total portfolio value growing by 57.2%, rising from $758.11 million to $1.19 billion quarter-over-quarter. This substantial increase indicates a likely combination of strong market performance on existing assets and significant net new inflows from clients. The portfolio comprises **177 holdi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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