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CIK: 0001929170
Total reported value
$2.3B
$2.3B
369 檔
24.4%
During the Q4 2024 filing period, Angeles Wealth Management, LLC (CIK: 0001929170) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 369 reported positions.
During Q4 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 369 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 14.68% | +0.36% | +5.29% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.83% | +0.08% | +4.42% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.53% | +0.11% | +3.14% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.19% | +0.02% | +1.29% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.37% | -0.01% | +3.26% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.59% | +0.26% | +347.26% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.72% | -3.36% | -27.42% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | +0.52% | +2.00% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.19% | +2.21% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.58% | -0.12% | +2.12% | |
| 11 | ARES | Ares Management CORP - A | Stock-Financials | 2.53% | -0.01% | +0.00% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.18% | -0.03% | +6.35% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | -0.02% | +0.48% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.57% | -0.09% | +3.15% | |
| 15 | URTH | Ishares Msci World ETF | ETF-Other | 1.50% | -0.02% | -1.63% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.47% | +0.07% | +5.38% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | -0.04% | +0.25% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.05% | -0.03% | -1.22% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.13% | +5.92% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.06% | +6.75% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.04% | +8.62% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.01% | -0.43% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.07% | +15.03% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.54% | — | +2.35% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.52% | -0.01% | +2.67% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | +29.23% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | -0.14% | +10.76% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.07% | +5.72% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | — | +7.16% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.05% | +1.93% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.06% | +21.78% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.37% | -0.29% | +26.21% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.03% | +21.72% | |
| 34 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.34% | -0.02% | +0.39% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.09% | +6.88% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | -0.03% | -0.98% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.01% | +2.35% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | -0.11% | +21.28% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | — | +11.60% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | +0.02% | +2.15% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.27% | +0.01% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.20% | EXIT | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.26% | -0.02% | +199.15% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.22% | +3.00% | +2.67% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | — | +9.19% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.20% | -0.01% | -0.95% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | +2.08% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -0.52% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.18% | — | -8.84% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.01% | -3.24% |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 369 disclosed positions in Q4 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 24.4% of total reported equity market value during Q4 2024.
During Q4 2024, Angeles Wealth Management, LLC's top holdings by market value included MGK (14.7%)、VT (11.8%)、SPYV (7.5%). The largest single position, MGK, represented 14.7% of total portfolio value.
In Q4 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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