Titelia

Holdings of Amplius Wealth Advisors, LLC

152 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60 % of the equity sleeve

Sector breakdown

  • Funds 6.7 %
  • Financials 3.1 %
  • Technology 2.9 %
  • Communication 1.2 %
  • Industrials 0.8 %
  • Consumer discretionary 0.5 %
  • Health care 0.4 %
  • Consumer staples 0.3 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 83.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US151759.6M $99.95 %
2TW1412.4K $0.05 %

Positions

RankCompanySharesValueWeight
1Putnam Focused Large Cap Value ETF 1,978,45691.8M $
2COLUMBIA RESEARCH ENHANCED CORE ETF 1,662,97364.8M $
3iShares 0-5 Year TIPS Bond ETF 510,30152.8M $
4JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 670,90945M $
5iShares Core S&P Small-Cap ETF 336,05241.8M $
6Goldman Sachs Ultra Short Bond 752,28738M $
7iShares Global 100 ETF 309,85337.5M $
8Avantis Emerging Markets Equity ETF 386,79731.2M $
9Invesco QQQ Trust Series 1 49,07128.3M $
10WisdomTree Trust 283,42824.9M $
11Alpha Architect 1-3 Month Box 212,01124.7M $
12Ishares S&p 100 Etf 76,55424.3M $
13Blackstone Inc 128,69614.8M $
14VanEck BDC Income ETF 1,015,18713M $
15VANECK ETF TRUST 584,10512.5M $
16State Street Spdr Dow Jones Industrial Average Etf Trust 26,31612.2M $
17iShares Trust 86,43412M $
18Apple Inc 47,07811.9M $
19Invesco S&P International Deve 191,79310.5M $
20iShares Trust 84,6218.7M $
21iShares Emerging Markets Equity Factor ETF 142,8388.6M $
22iShares Core S&P Total U.S. Stock Market ETF 49,0597M $
23State Street SPDR S&P 500 ETF Trust 10,3046.7M $
24iShares Core S&P U.S. Growth ETF 42,2956.6M $
25Ishares Gold Trust 64,5225.7M $
26Affiliated Managers Group Inc 19,6165.4M $
27Blackstone Secured Lending Fund 191,7004.5M $
28Pacer Developed Markets Intern 99,6174.2M $
29Invesco S&P 500 Equal Weight ETF 19,9643.8M $
30iShares Core MSCI Total International Stock ETF 41,8543.6M $
31Berkshire Hathaway Inc 53.6M $
32Broadcom Inc 11,5793.6M $
33SPDR Gold Shares 7,6513.3M $
34FT Vest Laddered Buffer ETF 91,8473.1M $
35Amazon.com Inc 13,8602.9M $
36Microsoft Corp 7,3812.7M $
37Comcast Corp 90,8352.6M $
38Vanguard Bond Index Funds 32,5642.5M $
39Alphabet Inc 8,6712.5M $
40BondBloxx Bloomberg Two Year T 49,0942.4M $
41VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 11,2392.4M $
42Calamos S&P 500 Structured Alt Protection ETF - May 82,8632.4M $
43BLACKROCK MUN TARGET TERM TR 103,5812.4M $
44Verisk Analytics Inc 11,5582.2M $
45NVIDIA Corp 12,1282.1M $
46Wisdomtree Trust 21,0191.9M $
47Alphabet Inc 6,4361.8M $
48Pacer Funds Trust 39,6031.8M $
49iShares Core S&P Mid-Cap ETF 25,0901.7M $
50JPMorgan Chase & Co 5,5601.6M $
51Invesco S&P 500 Revenue ETF 13,2201.5M $
52iShares Russell 1000 Growth ETF 3,4601.5M $
53Hubbell Inc 3,0041.5M $
54Vanguard Value ETF 7,4621.5M $
55iShares Trust 5,9871.3M $
56iShares Core MSCI EAFE ETF 13,8421.3M $
57Berkshire Hathaway Inc 2,4211.2M $
58iShares Core MSCI Emerging Markets ETF 16,6211.2M $
59GOLUB CAPITAL BDC INC 84,1521.1M $
60WisdomTree Trust 15,6201M $
61Exxon Mobil Corp 5,476929.1K $
62iShares Short-Term National Muni Bond ETF 8,708927.4K $
63John Hancock Exchange-Traded Fund Trust 11,750919.7K $
64Eli Lilly & Co 999918.9K $
65iShares Core S&P 500 ETF 1,400914.3K $
66iShares Core High Dividend ETF 6,674905.8K $
67SELECT SECTOR SPDR TRUST (THE) 6,660885.1K $
68Johnson & Johnson 3,606881.4K $
69United Parcel Service Inc 8,770862.8K $
70iShares Trust 4,269818.9K $
71Meta Platforms Inc 1,399800.5K $
72iShares MSCI EAFE ETF 8,079784.7K $
73Vanguard Small-Cap ETF 2,916763.8K $
74Invesco S&P 500 Low Volatility 10,175744.2K $
75Goldman Sachs ActiveBeta International Equity ETF 16,508712K $
76Vanguard FTSE Pacific ETF 6,680652.8K $
77Procter & Gamble Co/The 4,492648.8K $
78Home Depot Inc/The 1,946640K $
79iShares Trust 5,644638.3K $
80Walmart Inc 4,915610.8K $
81Ishares Inc 7,611598.7K $
82Chevron Corp 2,746568.1K $
83Vanguard Index Funds 2,813518.3K $
84AbbVie Inc 2,344509.8K $
85BlackRock Capital Allocation T 35,621503.3K $
86Vanguard Total Stock Market ETF 1,553498.1K $
87Palantir Technologies Inc 3,398497K $
88Columbia EM Core ex-China ETF 11,922486.5K $
89iShares Future AI & Tech ETF 10,271477.9K $
90Coca-Cola Co/The 6,220473K $
91Vanguard S&P 500 ETF 791472.7K $
92UnitedHealth Group Inc 1,746472.6K $
93Vanguard Index Funds 1,559471.2K $
94Costco Wholesale Corp 472470.3K $
95Visa Inc 1,502454K $
96American Express Co 1,476446.5K $
97Vanguard Growth ETF 991433K $
98Morgan Stanley 2,618430.8K $
99Walt Disney Co/The 4,420426K $
100Vanguard FTSE Developed Markets ETF 6,544419.3K $