Holdings
Amplius Wealth Advisors, LLC
As of Jun 30, 2026, Amplius Wealth Advisors, LLC reported 87 positions worth US$109M. Largest: Blackstone Inc., Apple Inc and Affiliated Managers Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Blackstone Inc. | 129K | US$15.2M | +724 | Jun 30, 2026 |
| Apple Inc | 48,267 | US$14M | +1,189 | Jun 30, 2026 |
| Affiliated Managers Group, Inc. | 21,766 | US$7.37M | +2,150 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,680 | US$6.32M | +2,588 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,049 | US$5.03M | +135 | Jun 30, 2026 |
| Broadcom Inc. | 11,732 | US$4.43M | +153 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,938 | US$3.8M | +2,078 | Jun 30, 2026 |
| Blackstone Secured Lending Fund | 146K | US$3.47M | −45,365 | Jun 30, 2026 |
| Microsoft Corp. | 8,583 | US$3.2M | +1,202 | Jun 30, 2026 |
| Nvidia Corporation | 15,145 | US$3.03M | +3,017 | Jun 30, 2026 |