AW
Angeles Wealth Management, LLC 13F Holdings (632 Positions, Q2 2026)
Angeles Wealth Management, LLCCIK: 0001929170
Diversified strategyMomentum followerLong-term holder
Total reported value
$2.2B
Reporting period: 2026-06-30 · Number of holdings: 632
ANGELES WEALTH MANAGEMENT, LLC disclosed 632 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $2.2B and a quarterly turnover rate of 19.7%.
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Personality snowflake
- Concentration
- 17.77
- Portfolio Stability
- 19.75
- Momentum
- 100
- Sector conviction
- 60.25
- Diversification
- 100
- Sizing Uniformity
- 48.1
Angeles Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.044 — mathematically equivalent to about 23 equally-sized positions, well below its 632 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.19), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 28% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim MUB
+1.5% $2.3M
Trim SPYV
+5.1% $16.1M
Add MU
+16.7% $7.4M
Trim VT
+2.9% $34.1M
Trim SJNK
+1.7% $520.5K
Trim VGK
+4.7% $8.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 632 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.52% | +0.10% | +402.39% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.86% | -0.22% | +2.88% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.72% | -0.17% | +4.72% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.42% | -0.35% | +5.14% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.25% | -0.09% | +1.91% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.83% | -0.60% | +1.45% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.75% | +0.01% | +2.80% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.30% | -0.20% | +4.73% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.04% | +6.16% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.48% | -0.17% | +0.19% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | +0.19% | +997.82% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.19% | +6.17% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.01% | +4.43% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.54% | -0.03% | +5.58% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.16% | +18.67% | |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.27% | -0.21% | +1.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.19% | +14.64% | |
| 18 | URTH | Ishares Msci World ETF | ETF-Other | 1.04% | -0.11% | -4.37% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.12% | +10.30% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.10% | -0.15% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | -0.02% | +0.57% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.78% | -0.06% | -0.08% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.06% | +4.82% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.01% | +503.29% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.04% | +7.33% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | +6.64% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.04% | +14.35% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.09% | +6.34% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | +0.11% | +44.55% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.45% | +0.31% | +16.72% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.06% | +6.28% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.41% | -0.08% | -0.29% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.40% | -0.07% | -0.24% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.04% | +10.51% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.03% | +12.50% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.07% | +2.13% | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.34% | -0.08% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.11% | -8.83% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.32% | -0.07% | -0.30% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | +0.01% | +12.62% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | +0.02% | +12.82% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.03% | +2.18% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | +0.02% | +52.54% | |
| 44 | GE | General Electric | Stock-Industrials | 0.22% | +0.02% | -0.86% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.03% | -1.32% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.21% | +0.01% | -5.11% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.21% | +0.09% | +3.05% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | +0.14% | +16.90% | |
| 49 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.20% | -0.03% | +4.21% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.04% | -0.33% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+17.7%
- Stdev
- +10.9%
- Beta
- +0.83
- Alpha
- +0.2%
- Max Drawdown
- -5.4%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.12
- Stutzer
- +0.45
- Treynor
- +0.2
- Sterling
- +1.2
- Calmar
- +3.25
- Information Ratio
- -1.05
- Tracking Error
- +3%
- Stdev Down
- +5.4%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +29.4%
- Worst 12 Months
- +5.6%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.54
- Stdev Sectors
- +10%
- Skewness
- -0.04
- Kurtosis
- +0.01
- Upside Potential
- +4.65
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 632 | $2.2B | 20 | ||
| 2026 Q1 | 524 | $1.8B | 12 | ||
| 2025 Q4 | 465 | $1.8B | 17 | ||
| 2025 Q3 | 408 | $1.6B | 30 | ||
| 2025 Q2 | 429 | $1.5B | 0 | ||
| 2025 Q1 | 367 | $1.2B | 0 | ||
| 2024 Q4 | 369 | $1.2B | 0 | ||
| 2024 Q3 | 328 | $1.2B | 0 | ||
| 2024 Q2 | 305 | $1.1B | 0 | ||
| 2024 Q1 | 296 | $999.7M | 0 | ||
| 2023 Q4 | 258 | $820.8M | 0 | ||
| 2023 Q3 | 224 | $707.8M | 0 | ||
| 2023 Q2 | 217 | $733.7M | 0 | ||
| 2023 Q1 | 206 | $672.2M | 0 | ||
| 2022 Q4 | 211 | $571.3M | 0 | ||
| 2022 Q3 | 212 | $505.1M | 0 | ||
| 2022 Q2 | 197 | $500.6M | 0 | ||
| 2022 Q1 | 192 | $528.5M | 0 |
Holding changes this quarter
Angeles Wealth Management, LLC's most significant position changes for 2026-06-30: New buy: Rh (RH); New buy: Ishares Floating Rate Bond E (FLOT); New buy: Realreal Inc/the (REAL); New buy: Jazz Pharmaceuticals plc (JAZZ); New buy: Vistra CORP (VST).
Showing top 200 changes by size (of 659 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.3% | +16.72% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +997.82% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.64% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +18.67% | Add |
| 5 | AMD | Advanced Micro Devices | +0.1% | +16.90% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +10.30% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +157.93% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.1% | +44.55% | Add |
| 9 | RH | Rh | +0.1% | NEW | New buy |
| 10 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +402.39% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | +24.57% | Add |
| 12 | INTC | Intel CORP | +0.1% | +19.18% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +3.05% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +83.51% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.13% | Add |
| 16 | VV | Vanguard Large-cap ETF | +0.1% | +3818.26% | Add |
| 17 | FLOT | Ishares Floating Rate Bond E | +0.1% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.1% | +4.82% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +6.28% | Add |
| 20 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +52.01% | Add |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | -5.87% | Trim |
| 22 | REAL | Realreal Inc/the | +0.1% | NEW | New buy |
| 23 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | NEW | New buy |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +9.20% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +14.97% | Add |
| 26 | APH | Amphenol Corp-cl A | +0.1% | +51.60% | Add |
| 27 | SNDK | Sandisk CORP | +0.1% | +36.93% | Add |
| 28 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 29 | AAPL | Apple Inc | 0% | +6.16% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | +14.35% | Add |
| 31 | GLW | Corning Inc | 0% | +36.86% | Add |
| 32 | VNOM | Viper Energy Inc-cl A | 0% | NEW | New buy |
| 33 | RBLX | Roblox CORP -class A | 0% | NEW | New buy |
| 34 | AXP | American Express Co | 0% | +59.12% | Add |
| 35 | PSA | Public Storage | 0% | NEW | New buy |
| 36 | KLAC | Kla CORP | 0% | +1107.77% | Add |
| 37 | QQQI | Neos Nasdaq-100 High Inc ETF | 0% | NEW | New buy |
| 38 | UAL | United Airlines Holdings Inc | 0% | NEW | New buy |
| 39 | TSLA | Tesla Inc | 0% | +12.50% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +5.59% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | 0% | +37.62% | Add |
| 42 | UNH | Unitedhealth Group Inc | 0% | +31.51% | Add |
| 43 | VLO | Valero Energy CORP | 0% | +87.14% | Add |
| 44 | SPYI | Neos S&p 500 High Income ETF | 0% | NEW | New buy |
| 45 | EOLS | Evolus Inc | 0% | NEW | New buy |
| 46 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 47 | SGOV | Ishares 0-3 Month Treasury B | 0% | +116.71% | Add |
| 48 | IWR | Ishares Russell Mid-cap ETF | 0% | +64.00% | Add |
| 49 | SCJ | Ishares Msci Japan Small-cap | 0% | NEW | New buy |
| 50 | PTON | Peloton Interactive Inc-a | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Angeles Wealth Management, LLC and what type of investor is it?
Angeles Wealth Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $2.2B, spread across 632 disclosed positions.
What are Angeles Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Angeles Wealth Management, LLC's top holdings by market value are:
1. Vanguard Mega Cap Growth ETF (MGK) — $252.3M (11.5%)
2. Vanguard Tot World Stk ETF (VT) — $237.8M (10.9%)
3. Vanguard Total Intl Stock (VXUS) — $147.1M (6.7%)
4. Ss Spdr P S&p 500 Value ETF (SPYV) — $140.5M (6.4%)
5. Vanguard S&p 500 ETF (VOO) — $115.0M (5.3%)
What changes did Angeles Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Angeles Wealth Management, LLC made 196 notable position adjustments: 56 new positions were initiated, 106 existing holdings were added to, 23 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Rh (RH); New buy: Ishares Floating Rate Bond E (FLOT); New buy: Realreal Inc/the (REAL); New buy: Jazz Pharmaceuticals plc (JAZZ); New buy: Vistra CORP (VST)
What sectors does Angeles Wealth Management, LLC focus on?
Angeles Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 38.4%
• Consumer Discretionary: 11.0%
• Financials: 11.0%
• Communication Services: 10.3%
• Health Care: 8.6%
• Industrials: 8.2%
Investment Profile
Angeles Wealth Management, LLC returned an annualized 17.5% over the trailing 36 months — outperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.83 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 38.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 20 over the past 4 quarters — a shift toward more active trading.
It has added to its VXUS position over the past two quarters (+$42.0M, now $147.1M), while trimming CI over the same stretch (-$1.5M, still holding $664.0K).
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Developer Access
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REST API
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