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CIK: 0001929170
Total reported value
$2.2B
$2.2B
524 檔
34.8%
During the Q1 2026 filing period, Angeles Wealth Management, LLC (CIK: 0001929170) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.2B across 524 reported positions.
In Q1 2026, Angeles Wealth Management, LLC displayed an active expansion posture, initiating 61 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 524 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.42% | +0.10% | -3.10% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.08% | -0.22% | +3.07% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.89% | -0.17% | +17.98% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.77% | -0.35% | +6.05% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | -0.09% | +0.97% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.43% | -0.60% | +9.19% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.74% | +0.01% | +0.98% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.50% | -0.20% | +5.83% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.65% | -0.17% | -2.23% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.04% | +8.65% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.19% | +0.06% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.19% | -1.13% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.01% | +13.84% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.57% | -0.03% | +4.56% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.48% | -0.21% | +7.00% | |
| 16 | URTH | Ishares Msci World ETF | ETF-Other | 1.15% | -0.11% | -3.83% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.16% | +25.19% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.10% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.19% | +30.05% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.02% | -7.46% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | -0.06% | -2.18% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.12% | +8.12% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.06% | +9.18% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.04% | +10.94% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | -0.01% | -0.20% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | +6.35% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | +5.24% | |
| 28 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.49% | -0.08% | +8.55% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | -0.07% | +8.76% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.11% | +11.31% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.04% | +6.14% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.04% | -13.38% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.42% | -0.08% | — | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.39% | -0.07% | +8.22% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | +10.88% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | +0.11% | +0.16% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.03% | +50.31% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | +0.01% | +4.82% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.07% | -3.50% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.09% | +9.57% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | +6.90% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.03% | +9.11% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.02% | +2.02% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.04% | +11.03% | |
| 45 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.23% | -0.03% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.03% | -5.07% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.23% | -0.03% | — | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.03% | +4.36% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | +0.02% | +326.94% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | -0.01% | +0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +1.1% | +17.98% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +6.05% | Add |
| 3 | MUB | Ishares National Muni Bond E | +0.3% | +9.19% | Add |
| 4 | GLD | Spdr Gold Shares | +0.2% | +326.94% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +30.05% | Add |
| 6 | EWJ | Ishares Msci Japan ETF | +0.1% | +4.56% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +25.19% | Add |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.1% | +5.83% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +6.35% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +9.57% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +13.84% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +20.58% | Add |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +7.00% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +50.31% | Add |
| 15 | WHR | Whirlpool CORP | +0.1% | +196.89% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +6.90% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +7.50% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +9.11% | Add |
| 19 | PWR | Quanta Services Inc | 0% | -1.15% | Trim |
| 20 | LRCX | Lam Research CORP | 0% | +24.75% | Add |
| 21 | ASML | ASML Holding N.V. | 0% | +127.35% | Add |
| 22 | WMT | Walmart Inc | 0% | +13.42% | Add |
| 23 | MU | Micron Technology Inc | 0% | +13.70% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.94% | Add |
| 25 | COP | Conocophillips | 0% | +13.10% | Add |
| 26 | FCX | Freeport-mcmoran Inc | 0% | +155.05% | Add |
| 27 | SPOT | Spotify Technology S.A. | 0% | +259.47% | Add |
| 28 | IDV | Ishares International Select | 0% | — | Unchanged |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 30 | PFF | Ishares Preferred & Income S | 0% | +8.76% | Add |
| 31 | TLH | Ishares 10-20 Year Treasury | 0% | +8.22% | Add |
| 32 | BKLN | Invesco Senior Loan ETF | 0% | +8.55% | Add |
| 33 | ETN | Eaton Corporation plc | 0% | +16.11% | Add |
| 34 | CAT | Caterpillar Inc | 0% | +23.15% | Add |
| 35 | PAGP | Plains Gp Holdings Lp-cl A | 0% | — | Unchanged |
| 36 | AMAT | Applied Materials Inc | 0% | -1.40% | Trim |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +4.82% | Add |
| 38 | DFAS | Dimensional US Small Cap ETF | 0% | +5495.83% | Add |
| 39 | PSX | Phillips 66 | 0% | +6.60% | Add |
| 40 | FOXF | Fox Factory Holding CORP | 0% | +27.14% | Add |
| 41 | LMT | Lockheed Martin CORP | 0% | +6.97% | Add |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 0% | +88.61% | Add |
| 43 | CL | Colgate-palmolive Co | 0% | +6.35% | Add |
| 44 | LIN | Linde plc | 0% | +8.68% | Add |
| 45 | XLI | Ss Industrial Select Sector | 0% | +156.99% | Add |
| 46 | SCHX | Schwab US Large-cap ETF | 0% | +1764.91% | Add |
| 47 | ECG | Everus Construction Group | 0% | +0.08% | Add |
| 48 | NEE | Nextera Energy Inc | 0% | +17.51% | Add |
| 49 | DFAT | Dimensional US Target Value | 0% | +346.84% | Add |
| 50 | GLW | Corning Inc | 0% | -0.16% | Trim |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.2B across 524 disclosed positions in Q1 2026.
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, VXUS) accounted for 34.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
PAA
市值: $4.3M
Top Position Liquidated / Trimmed
GBTC
前期市值: $1.2M
During Q1 2026, Angeles Wealth Management, LLC's top holdings by market value included MGK (11.4%)、VT (11.1%)、VXUS (6.9%). The largest single position, MGK, represented 11.4% of total portfolio value.
In Q1 2026, Angeles Wealth Management, LLC made 197 total portfolio adjustments, initiating 61 new buys, adding to 83 positions, trimming 32 holdings, and fully liquidating 21 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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