Amplius Wealth Advisors, LLC

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...