Stock Taper

AMPLIUS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Blackstone Inc.BX129.42K$15.23M
Comcast CorporationCMCSA90.78K$2.23M
Golub Capital BDC, Inc.GBDC83.92K$1.08M
Chubb LimitedCB73.41K$25.01M
Apple Inc.AAPL48.27K$13.97M
Rocket Companies, Inc.RKT35.45K$558.4K
Energy Transfer LPET23.89K$456.7K
Affiliated Managers Group, Inc.AMG21.77K$7.37M
Rocket Lab USA, Inc.RKLB21.35K$2.17M
Blue Owl Capital CorporationOBDC18.82K$204.53K
Rithm Capital Corp.RITM16.08K$150.95K
Amazon.com, Inc.AMZN15.94K$3.8M
Hippo Holdings Inc.HIPO15.28K$431.81K
NVIDIA CorporationNVDA15.14K$3.03M
Pfizer Inc.PFE14.25K$343.17K
Blackstone Mortgage Trust, Inc.BXMT13.64K$231.2K
AT&T Inc.T13.42K$277.71K
Broadcom Inc.AVGO11.73K$4.43M
Verisk Analytics, Inc.VRSK11.57K$2.08M
Alphabet Inc.GOOGL10.83K$3.87M