Angeles Wealth Management, LLC — Q4 2025 13F Holdings

Name: Angeles Wealth Management, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001929170

Total reported value

$1.8B

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 465 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	13.42%	-2.00%	+1.86%
2	VT	Vanguard Tot World Stk ETF	ETF-Other	11.11%	-0.03%	+5.56%
3	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.49%	+0.28%	+9.89%
4	VXUS	Vanguard Total Intl Stock	ETF-Other	5.79%	+1.10%	+8.25%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.63%	-0.29%	+16.60%
6	SCHG	Schwab US Large-cap Growth	ETF-Other	4.20%	-0.46%	+7.21%
7	MUB	Ishares National Muni Bond E	ETF-Other	4.15%	+0.28%	+5.47%
8	VGK	Vanguard Ftse Europe ETF	ETF-Other	3.40%	+0.10%	+5.53%
9	VTV	Vanguard Value ETF	ETF-Other	2.68%	—	-4.58%
10	MSFT	Microsoft CORP	Stock-Tech	2.62%	-0.67%	+10.15%
11	AAPL	Apple INC	Stock-Tech	2.52%	—	+12.95%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.08%	-0.12%	+18.66%
13	NVDA	Nvidia CORP	Stock-Tech	1.53%	+0.08%	+6.22%
14	EWJ	Ishares Msci Japan ETF	ETF-Other	1.45%	+0.12%	+6.17%
15	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	1.42%	+0.06%	+12.38%
16	URTH	Ishares Msci World ETF	ETF-Other	1.25%	-0.10%	+2.82%
17	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.04%	-0.13%	+3.14%
18	AMZN	Amazon.com INC	Stock-Consumer Disc	1.02%	+0.11%	+15.97%
19	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.97%	—	+1456.76%
20	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.85%	—	-0.21%
21	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.84%	—	+18.26%
22	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.84%	+0.15%	+24.14%
23	AVGO	Broadcom INC	Stock-Tech	0.75%	—	+94.60%
24	VUG	Vanguard Growth ETF	ETF-Other	0.70%	-0.08%	-1.11%
25	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.62%	+0.03%	+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%	-0.07%	+60.37%
28	V	Visa Inc-class A Shares	Stock-Financials	0.50%	-0.05%	+7.85%
29	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.48%	+0.10%	-2.60%
30	BKLN	Invesco Senior Loan ETF	ETF-Other	0.47%	—	+13.58%
31	META	Meta Platforms Inc-class A	Stock-Comm Services	0.47%	—	+5.97%
32	PFF	Ishares Preferred & Income S	ETF-Other	0.45%	—	+11.77%
33	LLY	Eli Lilly & Co	Stock-Healthcare	0.40%	—	+22.94%
34	IDV	Ishares International Select	ETF-Other	0.40%	—	—
35	EFA	Ishares Msci Eafe ETF	ETF-Other	0.37%	—	+660.43%
36	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.37%	—	+34.05%
37	TSLA	Tesla INC	Stock-Consumer Disc	0.29%	+0.06%	+7.67%
38	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.28%	—	-3.27%
39	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.28%	—	+19.61%
40	HD	Home Depot INC	Stock-Consumer Disc	0.26%	—	+6.95%
41	ABBV	Abbvie INC	Stock-Healthcare	0.26%	—	+36.79%
42	WFC	Wells Fargo & Co	Stock-Financials	0.25%	—	+6.44%
43	MA	Mastercard INC - A	Stock-Financials	0.25%	—	+13.71%
44	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	0.24%	-0.03%	-20.23%
45	SUB	Ishares Short-term National	ETF-Other	0.22%	-0.10%	-15.36%
46	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	0.22%	—	+1591.01%
47	JNJ	Johnson & Johnson	Stock-Healthcare	0.22%	+0.05%	+20.04%
48	SHW	Sherwin-williams Co/the	Stock-Materials	0.22%	—	-1.22%
49	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.21%	—	—
50	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.20%	—	+94.53%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Angeles Wealth Management, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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	XOM	Exxon Mobil CORP	0%	+25.39%	Add
28	MRK	Merck & Co. INC.	0%	+3.29%	Add
29	TJX	Tjx Companies INC	0%	+54.85%	Add
30	BKLN	Invesco Senior Loan ETF	0%	+13.58%	Add
31	SJNK	Ss Spdr Bb St Hi Yield ETF	—	+12.38%	Add
32	V	Visa Inc-class A Shares	—	+7.85%	Add
33	VXUS	Vanguard Total Intl Stock	0%	+8.25%	Add
34	VGK	Vanguard Ftse Europe ETF	0%	+5.53%	Add
35	SCHG	Schwab US Large-cap Growth	-0.1%	+7.21%	Add
36	EWJ	Ishares Msci Japan ETF	-0.1%	+6.17%	Add
37	VTI	Vanguard Total Stock Mkt ETF	-0.1%	+3.14%	Add
38	NVDA	Nvidia CORP	-0.1%	+6.22%	Add
39	URTH	Ishares Msci World ETF	-0.1%	+2.82%	Add
40	IWF	Ishares Russell 1000 Growth	-0.1%	-28.06%	Trim
41	COST	Costco Wholesale CORP	-0.1%	-2.60%	Trim
42	BABA	Alibaba Group Holding-sp Adr	-0.2%	-20.23%	Trim
43	MUB	Ishares National Muni Bond E	-0.2%	+5.47%	Add
44	MSFT	Microsoft CORP	-0.2%	+10.15%	Add
45	VT	Vanguard Tot World Stk ETF	-0.3%	+5.56%	Add
46	VTV	Vanguard Value ETF	-0.4%	-4.58%	Trim
47	MGK	Vanguard Mega Cap Growth ETF	-0.9%	+1.86%	Add
48	ARES	Ares Management CORP - A	-2%	-95.76%	Trim
49	IDV	Ishares International Select	—	NEW	New buy
50	NBSD	Neuberger Short Duration INC	—	NEW	New buy