AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 129K | $14.80M |
 | CMCSA | 91K | $2.61M |
 | GBDC | 84K | $1.07M |
 | CB | 75K | $24.55M |
 | AAPL | 47K | $11.95M |
 | AMG | 20K | $5.43M |
 | ET | 19K | $364.43K |
 | OBDC | 19K | $206.77K |
 | RITM | 16K | $149.54K |
 | AMZN | 14K | $2.89M |
 | BXMT | 13K | $255.19K |
 | T | 13K | $383.82K |
 | NVDA | 12K | $2.12M |
 | AVGO | 12K | $3.58M |
 | VRSK | 12K | $2.19M |
 | PFE | 10K | $288.81K |
 | UPS | 9K | $862.79K |
 | GOOGL | 9K | $2.49M |
 | BAC | 8K | $404.58K |
 | MSFT | 7K | $2.73M |
Blackstone Inc.
BX
Shares Held
129K
Value
$14.80M
Comcast Corporation
CMCSA
Shares Held
91K
Value
$2.61M
Golub Capital BDC, Inc.
GBDC
Shares Held
84K
Value
$1.07M
Chubb Limited
CB
Shares Held
75K
Value
$24.55M
Apple Inc.
AAPL
Shares Held
47K
Value
$11.95M
Affiliated Managers Group, Inc.
AMG
Shares Held
20K
Value
$5.43M
Energy Transfer LP
ET
Shares Held
19K
Value
$364.43K
Blue Owl Capital Corporation
OBDC
Shares Held
19K
Value
$206.77K
Rithm Capital Corp.
RITM
Shares Held
16K
Value
$149.54K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$2.89M
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
13K
Value
$255.19K
AT&T Inc.
T
Shares Held
13K
Value
$383.82K
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.12M
Broadcom Inc.
AVGO
Shares Held
12K
Value
$3.58M
Verisk Analytics, Inc.
VRSK
Shares Held
12K
Value
$2.19M
Pfizer Inc.
PFE
Shares Held
10K
Value
$288.81K
United Parcel Service, Inc.
UPS
Shares Held
9K
Value
$862.79K
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.49M
Bank of America Corporation
BAC
Shares Held
8K
Value
$404.58K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.73M