Managers / Q4 2024 · view latest →
Amplius Wealth Advisors, LLC
CIK 0001900584 · 1787 SENTRY PARKWAY WEST, VEVA 16, SUITE 100, BLUE BELL, PA, 19422 · 215-310-7770
Reported Value
$975M
Q4 2024
Positions
177
Filings on Record
18
2019–present window
Filed
Jan 16, 2025
original filing
Summary
Amplius Wealth Advisors, Llc reported $975M in U.S.-listed holdings across 177 positions for Q4 2024.
Its largest position, IOO, represents 10.8% of the portfolio.
Compared with Q3 2024, the fund opened 13 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 175 | Apr 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 177 | Jan 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 174 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 201 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $962M | 183 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $975M | 177 | Jan 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $916M | 174 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $899M | 167 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $892M | 178 | Apr 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $827M | 172 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $746M | 162 | Oct 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $742M | 165 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $697M | 167 | Apr 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $626.4B | 164 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $559M | 157 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $618M | 170 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $650M | 177 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $725M | 1,029 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.