Amplius Wealth Advisors, LLC
RIA/Wealth
Amplius Wealth Advisors, LLC is a RIA/Wealth based in Blue Bell, PA led by Matthew Daniel Liebman, reporting $1.5B in AUM as of Q3 2025 with 81% ETF concentration, 54% concentrated in top 10 holdings, and minimal technology exposure.
CEOMatthew Daniel Liebman
- Portfolio Value
- $917.9M
- Positions
- 170
- Top Holding
- PVAL at 9.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Amplius Wealth Advisors, LLC's portfolio (53.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $85.7M | 9.34% | +$2.2M Bought | — 2.0M shares | |
ETF ETF | $64.5M | 7.03% | +$2.7M Bought | — 1.6M shares | |
ETF ETF | $63.6M | 6.93% | +$2.1M Bought | — 902.2K shares | |
ETF ETF | $48.5M | 5.29% | +$48.2M Bought | — 469.4K shares | |
ETF ETF | $42.6M | 4.64% | +$1.9M Bought | — 658.6K shares | |
ETF ETF | $39.7M | 4.33% | +$4.6M Bought | — 783.4K shares | |
ETF ETF | $39.6M | 4.32% | -$94.3M Sold | — 330.3K shares | |
ETF ETF | $38.9M | 4.24% | +$4.6M Bought | — 762.9K shares | |
ETF ETF | $37.9M | 4.13% | +$4.3M Bought | — 319.1K shares | |
Unknown Unknown | $31.3M | 3.41% | +$31.3M New | — 1.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Amplius Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+17,600.53% | |
+129.32% | |
+36.16% | |
+27.43% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Amplius Wealth Advisors, LLC
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