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CIK: 0001929170
Total reported value
$2.2B
$2.2B
465 檔
35.1%
At the close of Q4 2025, Angeles Wealth Management, LLC disclosed equity holdings valued at approximately $2.2B, spread across 465 reported holdings.
In Q4 2025, Angeles Wealth Management, LLC displayed an active expansion posture, initiating 51 new positions and adding to 109 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 465 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 13.42% | +0.10% | +1.86% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.11% | -0.22% | +5.56% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.49% | -0.35% | +9.89% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.79% | -0.17% | +8.25% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | -0.09% | +16.60% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.20% | +0.01% | +7.21% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 4.15% | -0.60% | +5.47% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.40% | -0.20% | +5.53% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.68% | -0.17% | -4.58% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.19% | +10.15% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.04% | +12.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.19% | +18.66% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.01% | +6.22% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.45% | -0.03% | +6.17% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.42% | -0.21% | +12.38% | |
| 16 | URTH | Ishares Msci World ETF | ETF-Other | 1.25% | -0.11% | +2.82% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.02% | +3.14% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.16% | +15.97% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.97% | -0.10% | +1456.76% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.85% | -0.06% | -0.21% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.12% | +18.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.19% | +24.14% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.06% | +94.60% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | -0.01% | -1.11% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | +1.48% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | +18.06% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.04% | +60.37% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.04% | +7.85% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.09% | -2.60% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.47% | -0.08% | +13.58% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.11% | +5.97% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.45% | -0.07% | +11.77% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.06% | +22.94% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.40% | -0.08% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | +0.11% | +660.43% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.37% | -0.07% | +34.05% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.03% | +7.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | +0.01% | -3.27% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | +0.07% | +19.61% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.03% | +6.95% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.02% | +36.79% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.25% | -0.03% | +6.44% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.04% | +13.71% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.24% | -0.08% | -20.23% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.22% | +0.02% | -15.36% | |
| 46 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.22% | -0.03% | +1591.01% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.03% | +20.04% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.22% | -0.01% | -1.22% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.21% | -0.03% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | — | +94.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.9% | +1456.76% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | +16.60% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | +94.60% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +660.43% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +24.14% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +18.26% | Add |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +1591.01% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +12.95% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +18.66% | Add |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +60.37% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +22.94% | Add |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +9.89% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +15.97% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +94.53% | Add |
| 15 | TLH | Ishares 10-20 Year Treasury | +0.1% | +34.05% | Add |
| 16 | CTAS | Cintas CORP | +0.1% | +82.87% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +36.79% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | +35.37% | Add |
| 19 | MCD | Mcdonald's CORP | +0.1% | +81.94% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | +262.96% | Add |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +392.68% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +18.06% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 0% | +19.61% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +20.04% | Add |
| 25 | HCA | Hca Healthcare Inc | 0% | +182.74% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | +95.09% | Add |
| 27 | AMAT | Applied Materials Inc | 0% | +78.86% | Add |
| 28 | XOM | Exxon Mobil CORP | 0% | +25.39% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | +3.29% | Add |
| 30 | TJX | Tjx Companies Inc | 0% | +54.85% | Add |
| 31 | WMT | Walmart Inc | 0% | +35.48% | Add |
| 32 | RTX | Rtx CORP | 0% | +36.11% | Add |
| 33 | PEP | Pepsico Inc | 0% | +31.27% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | +62.09% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +34.61% | Add |
| 36 | WHR | Whirlpool CORP | 0% | +264.49% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | +60.75% | Add |
| 38 | LRCX | Lam Research CORP | 0% | +33.80% | Add |
| 39 | WMB | Williams Cos Inc | 0% | +255.10% | Add |
| 40 | DUK | Duke Energy CORP | 0% | +187.89% | Add |
| 41 | WFC | Wells Fargo & Co | 0% | +6.44% | Add |
| 42 | ISRG | Intuitive Surgical Inc | 0% | +5.23% | Add |
| 43 | ACN | Accenture plc | 0% | +57.53% | Add |
| 44 | BMY | Bristol-myers Squibb Co | 0% | +56.21% | Add |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | +1.44% | Add |
| 46 | FOXF | Fox Factory Holding CORP | 0% | +102.32% | Add |
| 47 | XLF | Ss Financial Select Sector | 0% | +441.01% | Add |
| 48 | DHR | Danaher CORP | 0% | +34.89% | Add |
| 49 | UNP | Union Pacific CORP | 0% | +33.47% | Add |
| 50 | CMI | Cummins Inc | 0% | +24.76% | 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 465 disclosed positions in Q4 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 35.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IDV
市值: $7.2M
Top Position Liquidated / Trimmed
IBIT
前期市值: $376.7K
During Q4 2025, Angeles Wealth Management, LLC's top holdings by market value included MGK (13.4%)、VT (11.1%)、SPYV (6.5%). The largest single position, MGK, represented 13.4% of total portfolio value.
In Q4 2025, Angeles Wealth Management, LLC made 199 total portfolio adjustments, initiating 51 new buys, adding to 109 positions, trimming 19 holdings, and fully liquidating 20 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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