13F Filings History of Amplius Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$1,191,949,254
Signature - Title
Matthew Liebman - Chief Compliance Officer
Location
Blue Bell, PA
Summary
This page shows a list of all the recent 13F filings made by Amplius Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Amplius Wealth Advisors, LLC reported 177 stock holdings with total value $1,191,949,254 as of Q4 2025. Top holdings included AAAA, PVAL, RECS, TMFC, and STIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 177 $1,191,949,254 +$23,818,993 -$15,431,783 +$8,387,210 AAAA, PVAL, RECS, TMFC, STIP 13F-HR 12 Jan 2026, 09:54
Q3 2025 174 $1,156,838,499 +$345,341,740 -$332,079,820 +$13,261,920 AAAA, PVAL, RECS, TMFC, STIP 13F-HR 21 Oct 2025, 10:47
Q2 2025 201 $1,075,128,133 +$90,789,338 -$48,743,301 +$42,046,037 IOO, PVAL, RECS, TMFC, QQQ 13F-HR 04 Aug 2025, 13:44
Q1 2025 183 $961,538,047 +$111,736,459 -$101,331,006 +$10,405,453 IOO, PVAL, RECS, TMFC, JHMM 13F-HR 10 Apr 2025, 11:47
Q4 2024 177 $975,296,416 +$120,704,405 -$63,419,029 +$57,285,376 IOO, PVAL, XTWO, TMFC, RECS 13F-HR 16 Jan 2025, 13:36
Q3 2024 174 $916,136,475 +$100,374,308 -$125,258,082 -$24,883,774 IOO, PVAL, BIV, XTWO, TMFC 13F-HR 16 Oct 2024, 11:27
Q2 2024 167 $898,805,442 +$99,943,818 -$101,844,173 -$1,900,355 IOO, BIV, PVAL, XTWO, ICOW 13F-HR 22 Jul 2024, 15:48
Q1 2024 178 $892,179,723 +$141,890,368 -$130,078,343 +$11,812,025 IOO, ICOW, PVAL, CALF, BIV 13F-HR 16 Apr 2024, 17:35
Q4 2023 172 $827,420,612 +$152,239,249 -$134,620,324 +$17,618,925 IOO, BIV, DGRW, PVAL, ICOW 13F-HR 10 Jan 2024, 12:01
Q3 2023 162 $746,141,075 +$74,381,002 -$53,338,376 +$21,042,626 DGRW, PVAL, IOO, RECS, ICOW 13F-HR 17 Oct 2023, 15:36
Q2 2023 165 $742,461,896 +$96,716,758 -$91,782,147 +$4,934,611 DGRW, PVAL, RECS, IOO, BXSL 13F-HR 26 Jul 2023, 12:08
Q1 2023 165 $697,278,399 +$108,714,068 -$72,359,702 +$36,354,366 QQQ, DGRW, PVAL, IOO, ICOW 13F-HR 25 Apr 2023, 15:17
Q4 2022 164 $626,240,994 +$360,742,993 -$333,050,522 +$27,692,471 DGRW, PVAL, VONG, IOO, ICOW 13F-HR 19 Jan 2023, 14:45
Q3 2022 157 $559,145,000 +$100,483,821 -$114,881,381 -$14,397,560 IOO, DIA, QQQ, RSP, DLN 13F-HR 10 Nov 2022, 10:47
Q2 2022 170 $616,473,000 +$181,619,602 -$122,208,538 +$59,411,064 IOO, BCAT, DIA, QQQ, RSP 13F-HR 21 Jul 2022, 13:31
Q1 2022 177 $648,017,000 +$55,503,579 -$106,637,873 -$51,134,294 IOO, BCAT, ACWI, IAU, RSP 13F-HR 09 May 2022, 13:46
Q4 2021 932 $724,668,000 $0 $0 $0 IOO, ACWI, BCAT, RSP, IAU 13F-HR 28 Jan 2022, 10:39