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CIK: 0001929170
Total reported value
$2.2B
$2.2B
328 檔
24.3%
According to the latest 13F quarterly dataset, Angeles Wealth Management, LLC managed an equity portfolio of $2.2B at the end of Q3 2024, spanning 328 distinct U.S. exchange-listed positions.
During Q3 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 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 13.66% | +0.10% | +8.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 12.06% | -0.22% | +4.07% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.88% | -0.35% | +10.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.26% | -0.09% | +3.35% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.97% | -0.17% | +2.40% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 5.47% | -0.60% | — | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.01% | +0.01% | +13.20% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.19% | +0.94% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.73% | -0.17% | +4.30% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.04% | +6.10% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.40% | -0.20% | +2.88% | |
| 12 | ARES | Ares Management CORP - A | Stock-Financials | 2.33% | -0.04% | -0.11% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.16% | +0.19% | -1.73% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.62% | -0.21% | -2.41% | |
| 15 | URTH | Ishares Msci World ETF | ETF-Other | 1.61% | -0.11% | -0.88% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.55% | -0.03% | +3.61% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.22% | -0.06% | -3.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | -0.02% | -0.49% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.01% | +3.16% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.16% | +1.74% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.09% | +8.97% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | -0.01% | -0.05% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.56% | -0.07% | -19.50% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.55% | -0.08% | -60.02% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.12% | -0.51% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.11% | +7.80% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +9.09% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.03% | +6.03% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.19% | +3.19% | |
| 30 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.40% | -0.01% | +1.73% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | +9.01% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.04% | +26.14% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.34% | -0.04% | -74.68% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.33% | -0.07% | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.03% | +13.97% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | — | +46.98% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | +4.66% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.04% | +17.84% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.24% | -0.01% | +2.76% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | +3.80% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.22% | +0.02% | -95.26% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.02% | +4.04% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.03% | +22.20% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.21% | -0.01% | +0.49% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.21% | -0.04% | +4.74% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.20% | -0.01% | -9.52% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.03% | +20.66% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.19% | -0.06% | -2.62% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | -0.01% | -1.81% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.06% | +1298.44% |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.2B across 328 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MGK, VT, SPYV) accounted for 24.3% of total reported equity market value during Q3 2024.
During Q3 2024, Angeles Wealth Management, LLC's top holdings by market value included MGK (13.7%)、VT (12.1%)、SPYV (7.9%). The largest single position, MGK, represented 13.7% of total portfolio value.
In Q3 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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