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CIK: 0001929170
Total reported value
$2.2B
$2.2B
407 檔
32.1%
In Q3 2025, Angeles Wealth Management, LLC's U.S. equity holdings reached a combined market value of $2.2B, distributed across 407 disclosed stock positions.
In Q3 2025, Angeles Wealth Management, LLC displayed an active expansion posture, initiating 59 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 14.28% | +0.10% | +0.56% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.44% | -0.22% | +2.22% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.40% | -0.35% | +5.78% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.80% | -0.17% | +3.58% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.24% | -0.09% | +0.76% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.35% | -0.60% | +14.69% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.26% | +0.01% | +4.40% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.42% | -0.20% | +6.23% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.05% | -0.17% | -0.64% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.19% | +4.95% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.04% | +6.27% | |
| 12 | ARES | Ares Management CORP - A | Stock-Financials | 2.09% | -0.04% | -0.31% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | +0.19% | +6.61% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.01% | +22.45% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.51% | -0.03% | +4.65% | |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.42% | -0.21% | +15.86% | |
| 17 | URTH | Ishares Msci World ETF | ETF-Other | 1.33% | -0.11% | -0.23% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.02% | -0.07% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.16% | +20.95% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.93% | -0.06% | -2.85% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | -0.01% | -1.06% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.04% | +68.77% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.12% | +0.81% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | -0.18% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.19% | +12.74% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | — | +61.01% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.11% | +27.57% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.04% | +31.12% | |
| 29 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.46% | -0.08% | +16.27% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.46% | -0.07% | +13.91% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.41% | -0.08% | +0.17% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.06% | +4.42% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.04% | +3.02% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.03% | +0.60% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | +0.01% | +13.13% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.31% | -0.07% | +11.89% | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.29% | +0.02% | -11.87% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.03% | +2.23% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | — | +1.56% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.26% | -0.01% | +0.23% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.06% | -4.25% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.04% | -1.09% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.07% | +149.27% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.03% | +0.24% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | -0.03% | — | |
| 46 | GE | General Electric | Stock-Industrials | 0.21% | +0.02% | +212.69% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.02% | +3.10% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.06% | -4.03% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.03% | +4.94% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | +28.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +2.5% | +14.69% | Add |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.8% | +6.23% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +22.45% | Add |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +0.56% | Add |
| 5 | VTV | Vanguard Value ETF | +0.4% | -0.64% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +4.95% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +61.01% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +4.42% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +149.27% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.74% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.2% | -1.06% | Add |
| 12 | GE | General Electric | +0.2% | +212.69% | Add |
| 13 | SCHB | Schwab US Broad Market ETF | +0.2% | — | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +20.95% | Add |
| 15 | INTU | Intuit Inc | +0.1% | +367.70% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +42.88% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +0.81% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +146.27% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +68.77% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +27.57% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +2.23% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | +140.93% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.07% | Add |
| 24 | CI | THE Cigna Group | +0.1% | +233.70% | Add |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | -0.05% | Add |
| 26 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -2.93% | Add |
| 27 | PWR | Quanta Services Inc | +0.1% | -0.01% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +5.89% | Add |
| 29 | SUB | Ishares Short-term National | 0% | -11.87% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | 0% | +4.51% | Add |
| 31 | IEFA | Ishares Core Msci Eafe ETF | 0% | +49.37% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +7.36% | Add |
| 33 | VO | Vanguard Mid-cap ETF | 0% | -2.73% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | +31.12% | Add |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | +209.40% | Add |
| 36 | VTIP | Vanguard Short-term Tips | 0% | +118.64% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | 0% | -36.01% | Add |
| 38 | TOST | Toast Inc-class A | 0% | -3.37% | Add |
| 39 | STX | Seagate Technology Holdings plc | 0% | +0.26% | Add |
| 40 | XLK | Ss Technology Select Sector | 0% | — | Add |
| 41 | CPNG | Coupang Inc | 0% | -0.56% | Add |
| 42 | EVR | Evercore Inc - A | 0% | — | Trim |
| 43 | APH | Amphenol Corp-cl A | 0% | -1.03% | Add |
| 44 | KTOS | Kratos Defense & Security | 0% | -9.03% | Trim |
| 45 | SCHW | Schwab (charles) CORP | 0% | -0.37% | Add |
| 46 | AVAV | Aerovironment Inc | 0% | — | Trim |
| 47 | MU | Micron Technology Inc | 0% | +2.16% | Add |
| 48 | PODD | Insulet CORP | 0% | -0.81% | Add |
| 49 | VB | Vanguard Small-cap ETF | 0% | -3.73% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +1.56% | Add |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.2B across 407 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, VT, SPYV) accounted for 32.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEA
市值: $5.0M
Top Position Liquidated / Trimmed
UPS
前期市值: $407.1K
During Q3 2025, Angeles Wealth Management, LLC's top holdings by market value included MGK (14.3%)、VT (11.4%)、SPYV (6.4%). The largest single position, MGK, represented 14.3% of total portfolio value.
In Q3 2025, Angeles Wealth Management, LLC made 197 total portfolio adjustments, initiating 59 new buys, adding to 99 positions, trimming 25 holdings, and fully liquidating 14 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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