Sign In
test

Matthew Liebman

Amplius Wealth Advisors, Llc

Assets Managed
$1.2B
Holdings
175
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
0.66%(2Q avg: 1.85%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Amplius Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 175 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.2B in assets, with a quarterly growth rate of 0.66% and a 2-quarter average growth rate of 1.85%. The portfolio is managed by Matthew Liebman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAAA
Amplius Aggressive A All Etf
Recent Activity
Increased 1.33%
20.22%
$242.511M
9.066M shares@ $26.75 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -3%
7.66%
$91.8M
1.978M shares@ $46.4 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 2.37%
5.41%
$64.823M
1.663M shares@ $38.99 avg price
TMFC
Motley Fool 100 Index Etf
Recent Activity
Increased 6.02%
5.33%
$63.936M
969,164 shares@ $65.98 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 5.72%
4.4%
$52.78M
510,301 shares@ $103.43 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Decreased -0.27%
3.76%
$45.031M
670,909 shares@ $67.13 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.72%
3.49%
$41.775M
336,052 shares@ $124.32 avg price
GSST
Goldman Sachs Access U Short
Recent Activity
Decreased -4.43%
3.17%
$38.028M
752,287 shares@ $50.56 avg price
IOO
Ishares Global 100 Etf
Recent Activity
Decreased -4.18%
3.13%
$37.483M
309,853 shares@ $120.97 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Decreased -4.71%
3.1%
$37.092M
733,336 shares@ $50.58 avg price

1-10 of 175