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| Amplify Financial LLC
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| CRD # | 325721 |
| SEC # | 801-128942 |
| CIK # | 0001780617, 0001632494 |
| AUM | 230.7 M (2026-03-30) |
| Employees | 7 (29% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 602-562-7800 |
| Address | 8605 East Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001780617 0001632494 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 6.3 | ||
| Apple Inc | 4.4 | ||
| Microsoft Corp | 3.6 | ||
| Alphabet Inc | 2.5 | ||
| MicroStrategy Inc | 2.4 | ||
| Tesla Motors Inc | 2.3 | ||
| Amazon Com Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Broadcom Inc | 1.5 | ||
| Chevron Corp | 1.4 | ||
| Visa Inc | 1.3 | ||
| United Technologies Corp /DE/ | 1.2 | ||
| Caterpillar Inc | 1.2 | ||
| TJX Companies Inc /DE/ | 1.2 | ||
| Goldman Sachs Group Inc | 1.2 | ||
| Facebook Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Wal Mart Stores Inc | 1.1 | ||
| American Express Co | 1.0 | ||
| Home Depot Inc | 1.0 | ||
| Palantir Technologies Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Amgen Inc | 1.0 | ||
| Procter & Gamble Co | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,017 | 77.4 |
| (b) Individuals (high net worth individuals) | 584 | 149.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.9 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,494 | 230.7 |
| By Discretionary | ||
| Discretionary | 1,494 | 230.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,494 | 230.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.7 | |
| Total | 1,494 | 230.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632494] | |
| 13F-NT | [0001632494] | |
| SC 13G | [0001632494] | |
| D | [0001780617] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Amplify Investments LLC | Bed Bath & Beyond Inc | [2026-05-05] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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