Long-term investor
Amplius Wealth Advisors, LLC @ampliuswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001900584).
Record
- Tracked since 2025-06-30 (441 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +18.0% · all +18.0%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAAA · 20.3% · long · since 2025-09-30
- PVAL · 7.6% · long · since 2025-06-30
- RECS · 5.3% · long · since 2025-06-30
- TMFC · 5.2% · long · since 2025-06-30
- HTD · 3.8% · long · since 2025-06-30
- IJR · 3.7% · long · since 2025-06-30
- IOO · 3.1% · long · since 2025-06-30
- GSST · 3.0% · long · since 2025-06-30
- USTB · 2.9% · long · since 2025-06-30
- CRUX · 2.9% · long · since 2026-06-30
- 46090E103 · 2.8% · long · since 2025-06-30
- CGIC · 2.7% · long · since 2025-09-30