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CIK: 0001929170
Total reported value
$2.2B
$2.2B
367 檔
25.5%
At the close of Q1 2025, Angeles Wealth Management, LLC disclosed equity holdings valued at approximately $2.2B, spread across 367 reported holdings.
During Q1 2025, 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 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 13.72% | +0.10% | +3.04% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 12.39% | -0.22% | +5.28% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.14% | -0.35% | +7.42% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.11% | -0.09% | +2.55% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.07% | -0.17% | +6.45% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.55% | +0.01% | +33.30% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.63% | -0.17% | -1.24% | |
| 8 | ARES | Ares Management CORP - A | Stock-Financials | 2.61% | -0.04% | +23.49% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.59% | -0.20% | +6.60% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.04% | +2.53% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.19% | -0.77% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | +0.19% | -0.02% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.90% | -0.60% | -48.91% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.62% | -0.21% | +2.98% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.60% | -0.03% | +5.94% | |
| 16 | URTH | Ishares Msci World ETF | ETF-Other | 1.44% | -0.11% | -3.85% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.11% | -0.06% | -0.44% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.02% | -0.17% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.01% | +7.97% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.16% | +0.13% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.09% | +1.58% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.01% | +0.85% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.04% | -2.62% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.54% | -0.08% | +1.46% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.52% | -0.07% | +2.27% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.12% | +0.21% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.04% | +1.26% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.04% | +15.98% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.11% | +1.73% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.42% | -0.07% | +7.98% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.41% | -0.08% | -1.32% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.19% | +0.32% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.03% | -0.77% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | +0.26% | |
| 35 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.35% | -0.01% | +0.07% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.06% | +7.76% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | -0.03% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | +1.34% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.04% | +0.35% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | — | +1.14% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.03% | +0.38% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.02% | +4.55% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.25% | +0.02% | +12.87% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | -0.03% | -5.82% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.03% | +1.40% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.06% | +2.94% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.21% | -0.01% | -0.14% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.03% | -2.70% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.06% | +1.78% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | -0.04% | +5.29% |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.2B across 367 disclosed positions in Q1 2025.
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 25.5% of total reported equity market value during Q1 2025.
During Q1 2025, Angeles Wealth Management, LLC's top holdings by market value included MGK (13.7%)、VT (12.4%)、SPYV (8.1%). The largest single position, MGK, represented 13.7% of total portfolio value.
In Q1 2025, 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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