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CIK: 0001929170
Total reported value
$2.2B
$2.2B
296 檔
20.8%
As reported in its official Q1 2024 Form 13F filing, Angeles Wealth Management, LLC's tracked investment portfolio stood at $2.2B with 296 total positions.
During Q1 2024, Angeles Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 12.04% | +0.10% | +20.68% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.79% | -0.22% | +26.16% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.05% | -0.35% | +20.04% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.34% | -0.09% | +7.27% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.25% | -0.17% | -0.91% | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 5.37% | +0.02% | +6.85% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.01% | -0.17% | -7.64% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.19% | +6.31% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.54% | -0.20% | +14.48% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | +0.19% | +6.51% | |
| 11 | ARES | Ares Management CORP - A | Stock-Financials | 2.31% | -0.04% | +20.19% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.28% | +0.01% | — | |
| 13 | URTH | Ishares Msci World ETF | ETF-Other | 1.94% | -0.11% | -7.49% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.87% | -0.21% | +12.27% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.04% | +8.74% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.64% | -0.03% | — | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.56% | -0.08% | +12.69% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.44% | -0.06% | -38.78% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.41% | -0.04% | +15.81% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.02% | -1.84% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.16% | -13.00% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.78% | -0.07% | +10.04% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | — | NEW | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.01% | +25.25% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | -0.01% | -17.62% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | +2.24% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.12% | -1.98% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | — | +2.17% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.42% | -0.01% | +1.60% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.03% | +12.36% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.03% | +8.41% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.04% | +9.60% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.19% | +27.82% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.11% | +31.35% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.06% | +18.89% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.04% | +14.27% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.26% | -0.01% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | -6.18% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | +12.38% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | +8.65% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.04% | +18.35% | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.22% | -0.01% | +9.19% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.03% | -5.03% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.22% | -0.01% | +0.69% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.22% | -0.04% | +5.52% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.19% | -0.06% | +2.75% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.18% | +0.03% | +0.29% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.02% | +10.71% | |
| 49 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.18% | — | +28.01% | |
| 50 | AMBP | Ardagh Metal Packaging S.A. | Stock-Other | 0.17% | — | — |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.2B across 296 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MGK, VT, SPYV) accounted for 20.8% of total reported equity market value during Q1 2024.
During Q1 2024, Angeles Wealth Management, LLC's top holdings by market value included MGK (12.0%)、VT (11.8%)、SPYV (8.1%). The largest single position, MGK, represented 12.0% of total portfolio value.
In Q1 2024, Angeles Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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