Angeles Wealth Management, LLC — Q3 2025 13F Holdings

Name: Angeles Wealth Management, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001929170

Total reported value

$1.8B

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Full holdings list this quarter

Showing top 200 holdings (of 407 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	14.28%	-2.00%	+0.56%
2	VT	Vanguard Tot World Stk ETF	ETF-Other	11.44%	-0.03%	+2.22%
3	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.40%	+0.28%	+5.78%
4	VXUS	Vanguard Total Intl Stock	ETF-Other	5.80%	+1.10%	+3.58%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.24%	-0.29%	+0.76%
6	MUB	Ishares National Muni Bond E	ETF-Other	4.35%	+0.28%	+14.69%
7	SCHG	Schwab US Large-cap Growth	ETF-Other	4.26%	-0.46%	+4.40%
8	VGK	Vanguard Ftse Europe ETF	ETF-Other	3.42%	+0.10%	+6.23%
9	VTV	Vanguard Value ETF	ETF-Other	3.05%	—	-0.64%
10	MSFT	Microsoft CORP	Stock-Tech	2.83%	-0.67%	+4.95%
11	AAPL	Apple INC	Stock-Tech	2.32%	—	+6.27%
12	ARES	Ares Management CORP - A	Stock-Financials	2.09%	—	-0.31%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.90%	-0.12%	+6.61%
14	NVDA	Nvidia CORP	Stock-Tech	1.60%	+0.08%	+22.45%
15	EWJ	Ishares Msci Japan ETF	ETF-Other	1.51%	+0.12%	+4.65%
16	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	1.42%	+0.06%	+15.86%
17	URTH	Ishares Msci World ETF	ETF-Other	1.33%	-0.10%	-0.23%
18	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.10%	-0.13%	-0.07%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.93%	+0.11%	+20.95%
20	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.93%	—	-2.85%
21	VUG	Vanguard Growth ETF	ETF-Other	0.77%	-0.08%	-1.06%
22	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.68%	+0.03%	+68.77%
23	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.62%	—	+0.81%
24	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.59%	+0.10%	-0.18%
25	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.58%	+0.15%	+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%	—	+27.57%
28	V	Visa Inc-class A Shares	Stock-Financials	0.50%	-0.05%	+31.12%
29	BKLN	Invesco Senior Loan ETF	ETF-Other	0.46%	—	+16.27%
30	PFF	Ishares Preferred & Income S	ETF-Other	0.46%	—	+13.91%
31	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	0.41%	-0.03%	+0.17%
32	AVGO	Broadcom INC	Stock-Tech	0.41%	—	+4.42%
33	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.35%	-0.07%	+3.02%
34	HD	Home Depot INC	Stock-Consumer Disc	0.31%	—	+0.60%
35	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.31%	—	+13.13%
36	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.31%	—	+11.89%
37	SUB	Ishares Short-term National	ETF-Other	0.29%	-0.10%	-11.87%
38	TSLA	Tesla INC	Stock-Consumer Disc	0.29%	+0.06%	+2.23%
39	IWF	Ishares Russell 1000 Growth	ETF-Other	0.28%	—	+1.56%
40	SHW	Sherwin-williams Co/the	Stock-Materials	0.26%	—	+0.23%
41	LLY	Eli Lilly & Co	Stock-Healthcare	0.26%	—	-4.25%
42	MA	Mastercard INC - A	Stock-Financials	0.24%	—	-1.09%
43	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.24%	—	+149.27%
44	WFC	Wells Fargo & Co	Stock-Financials	0.23%	—	+0.24%
45	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.23%	—	—
46	GE	General Electric	Stock-Industrials	0.21%	—	+212.69%
47	ABBV	Abbvie INC	Stock-Healthcare	0.21%	—	+3.10%
48	NFLX	Netflix INC	Stock-Comm Services	0.19%	—	-4.03%
49	JNJ	Johnson & Johnson	Stock-Healthcare	0.18%	+0.05%	+4.94%
50	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.18%	—	+28.13%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Angeles Wealth Management, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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	SUB	Ishares Short-term National	0%	-11.87%	Add
29	V	Visa Inc-class A Shares	0%	+31.12%	Add
30	IWF	Ishares Russell 1000 Growth	0%	+1.56%	Add
31	BABA	Alibaba Group Holding-sp Adr	—	+0.17%	Add
32	PFF	Ishares Preferred & Income S	-0.1%	+13.91%	Add
33	EWJ	Ishares Msci Japan ETF	-0.1%	+4.65%	Add
34	URTH	Ishares Msci World ETF	-0.1%	-0.23%	Add
35	AAPL	Apple INC	-0.1%	+6.27%	Add
36	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	+6.61%	Add
37	IXUS	Ishares Core Intl Stock ETF	-0.2%	-2.85%	Trim
38	SJNK	Ss Spdr Bb St Hi Yield ETF	-0.2%	+15.86%	Add
39	VXUS	Vanguard Total Intl Stock	-0.3%	+3.58%	Add
40	ARES	Ares Management CORP - A	-0.5%	-0.31%	Trim
41	VOO	Vanguard S&p 500 ETF	-0.9%	+0.76%	Trim
42	VT	Vanguard Tot World Stk ETF	-1%	+2.22%	Add
43	SCHG	Schwab US Large-cap Growth	-1.3%	+4.40%	Trim
44	SPYV	Ss Spdr P S&p 500 Value ETF	-1.7%	+5.78%	Trim
45	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
46	SCHF	Schwab Intl Equity ETF	—	NEW	New buy
47	GBTC	Grayscale Bitcoin Trust ETF	—	NEW	New buy
48	SGOV	Ishares 0-3 Month Treasury B	—	NEW	New buy
49	IWD	Ishares Russell 1000 Value E	—	NEW	New buy
50	FRDM	Freedom 100 Emeging Mrkt ETF	—	NEW	New buy