Amplius Wealth Advisors 13F annual report
Amplius Wealth Advisors is an investment fund managing more than $799 billion ran by Matthew Liebman. There are currently 123 companies in Mr. Liebman’s portfolio. The largest investments include Ishares Tr and Vanguard Bd Index Fds, together worth $191 billion.
Limited to 30 biggest holdings
$799 billion Assets Under Management (AUM)
As of 3rd January 2024, Amplius Wealth Advisors’s top holding is 1,402,477 shares of Ishares Tr currently worth over $140 billion and making up 17.5% of the portfolio value.In addition, the fund holds 669,834 shares of Vanguard Bd Index Fds worth $51.2 billion. The third-largest holding is Wisdomtree Tr worth $46 billion and the next is Putnam ETF Trust worth $39.8 billion, with 1,262,454 shares owned.
Currently, Amplius Wealth Advisors's portfolio is worth at least $799 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Amplius Wealth Advisors
The Amplius Wealth Advisors office and employees reside in Blue Bell, Pennsylvania. According to the last 13-F report filed with the SEC, Matthew Liebman serves as the Chief Compliance Officer at Amplius Wealth Advisors.
