AMPLIUS WEALTH ADVISORS LLC
Q1 2025 Form 13-F
BLUE BELL, PENNSYLVANIA
CIK 0001900584
· CRD 312463
· SEC-registered investment adviser
$961.5M Reported Value Total
AMPLIUS WEALTH ADVISORS reports 2,773 total accounts under management (AUM). There are 2,773 discretionary accounts valued at $1,534,608,463, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-14
Reported value
$961.5M
Quarter over quarter
-2.5%
Holdings
183
Top-10 concentration
50.2%
Key People
Form ADV owners & control persons
Aaron Shoshon Marks
MEMBER
Matthew Daniel Liebman
MEMBER
Samuel Alan Liebman
MEMBER
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13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 10, 2025 |
| Form | 13F-HR |
| Reported value | $961.5M |
| Positions | 183 |
| Change in reported value | -1.4% |
| New positions | 13 |
| Exited positions | 7 |
| Position turnover | 10.5% |
| Top-10 concentration | 50.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
224 | $1.5B |
|
Q2 2026 13F
Filed Jul 17, 2026
|
211 | $1.4B |
|
Q1 2026 13F
Filed Apr 13, 2026
|
175 | $1.2B |
|
Q4 2025 13F
Filed Jan 12, 2026
|
177 | $1.2B |
|
Q3 2025 13F
Filed Oct 21, 2025
|
174 | $1.2B |
|
Q2 2025 13F
Filed Aug 4, 2025
|
201 | $1.1B |
|
Q1 2025 13F
Filed Apr 10, 2025
|
183 | $961.5M |
|
Q4 2024 13F
Filed Jan 16, 2025
|
177 | $975.3M |
|
Q3 2024 13F
Filed Oct 16, 2024
|
174 | $916.1M |
|
Q2 2024 13F
Filed Jul 22, 2024
|
167 | $898.8M |
|
Q1 2024 13F
Filed Apr 17, 2024
|
178 | $892.2M |
|
Q4 2023 13F
Filed Jan 10, 2024
|
172 | $827.4M |
|
Q3 2023 13F
Filed Oct 17, 2023
|
162 | $746.1M |
|
Q2 2023 13F
Filed Jul 26, 2023
|
165 | $742.5M |
|
Q1 2023 13F
Filed Apr 25, 2023
|
165 | $697.3M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
164 | $626.4M |
|
Q3 2022 13F
Filed Nov 10, 2022
|
157 | $559.4M |
|
Q2 2022 13F
Filed Jul 21, 2022
|
170 | $618.4M |
|
Q1 2022 13F
Filed May 9, 2022
|
177 | $650.2M |
|
Q4 2021 13F
Filed Jan 28, 2022
|
871 | $724.8M |
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IOO ISHARES TR | $111.1M | 11.56% |
| 2 | PVAL PUTNAM ETF TRUST | $71.7M | 7.46% |
| 3 | RECS COLUMBIA ETF TR I | $50.2M | 5.22% |
| 4 | TMFC RBB FD INC | $50.1M | 5.22% |
| 5 | JHMM JOHN HANCOCK EXCHANGE TRADED | $35.4M | 3.68% |
| 6 | IJR ISHARES TR | $34.4M | 3.57% |
| 7 | QQQ INVESCO QQQ TR | $33.1M | 3.44% |
| 8 | GSST GOLDMAN SACHS ETF TR | $32.4M | 3.37% |
| 9 | HTAB HARTFORD FDS EXCHANGE TRADED | $32.3M | 3.36% |
| 10 | USTB VICTORY PORTFOLIOS II | $31.6M | 3.29% |
| 11 | BUFR FIRST TR EXCHNG TRADED FD VI | $29.5M | 3.06% |
| 12 | OEF ISHARES TR | $25.6M | 2.66% |
| 13 | OSEA HARBOR ETF TRUST | $24.7M | 2.57% |
| 14 | AVEM AMERICAN CENTY ETF TR | $23.1M | 2.41% |
| 15 | DGRW WISDOMTREE TR | $21.7M | 2.25% |
| 16 | CB CHUBB LIMITED | $19.9M | 2.07% |
| 17 | MAXJ ISHARES TR | $18.6M | 1.94% |
| 18 | BX BLACKSTONE INC | $17.8M | 1.85% |
| 19 | BXSL BLACKSTONE SECD LENDING FD | $16.6M | 1.72% |
| 20 | IUSG ISHARES TR | $15.2M | 1.58% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.