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Matthew Liebman

Amplius Wealth Advisors, Llc

Assets Managed
$1.365B
Holdings
211
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
13.76%(2Q avg: 7.21%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Amplius Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 211 positions.

Assets under management

The assets under management (AUM) of Amplius Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.365B in assets, with a quarterly growth rate of 13.76% and a 2-quarter average growth rate of 7.21%. The portfolio is managed by Matthew Liebman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAAA
Amplius Aggressive A All Etf
Recent Activity
Increased 0.28%
20.28%
$276.769M
9.091M shares@ $30.45 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 3.02%
7.61%
$103.838M
2.038M shares@ $50.95 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 0.73%
5.32%
$72.498M
1.675M shares@ $43.28 avg price
TMFC
Motley Fool 100 Index Etf
Recent Activity
Decreased -3.36%
5.23%
$71.328M
936,549 shares@ $76.16 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Increased 2.23%
3.77%
$51.412M
685,861 shares@ $74.96 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.88%
3.73%
$50.774M
342,349 shares@ $148.32 avg price
IOO
Ishares Global 100 Etf
Recent Activity
Decreased -1.27%
3.07%
$41.785M
305,892 shares@ $136.61 avg price
GSST
Goldman Sachs Access U Short
Recent Activity
Increased 8.55%
3.03%
$41.298M
816,573 shares@ $50.58 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 7.83%
2.94%
$40.027M
790,733 shares@ $50.62 avg price
CRUX
Columbia Core Bond Etf
Recent Activity
New Position
2.93%
$39.896M
1.331M shares@ $29.98 avg price

1-10 of 211