Question 1

What stocks does AMPLIUS WEALTH ADVISORS LLC hold in its portfolio?

Accepted Answer

AMPLIUS WEALTH ADVISORS LLC's top stock holdings include CB, PVAL, BX and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AMPLIUS WEALTH ADVISORS LLC's largest stock holdings?

Accepted Answer

AMPLIUS WEALTH ADVISORS LLC's largest stock holdings as of their last filing include CB (valued at approximately $25.0 million), PVAL (valued at approximately $103.8 million), BX (valued at approximately $15.2 million), RECS (valued at approximately $72.5 million), AAPL (valued at approximately $14.0 million).

Question 3

When was AMPLIUS WEALTH ADVISORS LLC's last SEC filing?

Accepted Answer

AMPLIUS WEALTH ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AMPLIUS WEALTH ADVISORS LLC recently bought or sold?

Accepted Answer

AMPLIUS WEALTH ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AMPLIUS WEALTH ADVISORS LLC reported?

Accepted Answer

AMPLIUS WEALTH ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AMPLIUS WEALTH ADVISORS LLC invest in?

Accepted Answer

AMPLIUS WEALTH ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.