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CIK: 0001929170
Total reported value
$2.3B
$2.3B
628 檔
39.3%
As reported in its official Q2 2026 Form 13F filing, Angeles Wealth Management, LLC's tracked investment portfolio stood at $2.3B with 628 total positions.
In Q2 2026, Angeles Wealth Management, LLC displayed an active expansion posture, initiating 56 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 628 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.52% | +0.36% | +402.39% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.86% | +0.08% | +2.88% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.72% | -0.01% | +4.72% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.42% | +0.11% | +5.14% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.25% | +0.02% | +1.91% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.83% | -3.36% | +1.45% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.75% | +0.26% | +2.80% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.30% | -0.03% | +4.73% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.19% | +6.16% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.48% | -0.12% | +0.19% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | -0.02% | +997.82% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | +0.52% | +6.17% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.13% | +4.43% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.54% | +0.07% | +5.58% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | -0.06% | +18.67% | |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.27% | -0.09% | +1.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.14% | +14.64% | |
| 18 | URTH | Ishares Msci World ETF | ETF-Other | 1.04% | -0.02% | -4.37% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.07% | +10.30% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.05% | -0.15% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | -0.04% | +0.57% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.78% | -0.03% | -0.08% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.11% | +4.82% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.01% | +503.29% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.04% | +7.33% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | +6.64% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +14.35% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.04% | +6.34% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.01% | +44.55% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.45% | -0.05% | +16.72% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | -0.03% | +6.28% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.41% | — | -0.29% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.40% | -0.01% | -0.24% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.06% | +10.51% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.09% | +12.50% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | -0.03% | +2.13% | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.34% | — | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | +0.07% | -8.83% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.32% | -0.29% | -0.30% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.02% | +12.62% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | +12.82% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | — | +2.18% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.01% | +52.54% | |
| 44 | GE | General Electric | Stock-Industrials | 0.22% | -0.05% | -0.86% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | — | -1.32% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.21% | -0.03% | -5.11% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.21% | -0.07% | +3.05% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | -0.01% | +16.90% | |
| 49 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.20% | +0.01% | +4.21% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | +0.02% | -0.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.3% | +16.72% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +997.82% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.64% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +18.67% | Add |
| 5 | AMD | Advanced Micro Devices | +0.1% | +16.90% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +10.30% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +157.93% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.1% | +44.55% | Add |
| 9 | RH | Rh | +0.1% | NEW | New buy |
| 10 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +402.39% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | +24.57% | Add |
| 12 | INTC | Intel CORP | +0.1% | +19.18% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +3.05% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +83.51% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.13% | Add |
| 16 | VV | Vanguard Large-cap ETF | +0.1% | +3818.26% | Add |
| 17 | FLOT | Ishares Floating Rate Bond E | +0.1% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.1% | +4.82% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +6.28% | Add |
| 20 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +52.01% | Add |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | -5.87% | Trim |
| 22 | REAL | Realreal Inc/the | +0.1% | NEW | New buy |
| 23 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | NEW | New buy |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +9.20% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +14.97% | Add |
| 26 | APH | Amphenol Corp-cl A | +0.1% | +51.60% | Add |
| 27 | SNDK | Sandisk CORP | +0.1% | +36.93% | Add |
| 28 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 29 | AAPL | Apple Inc | 0% | +6.16% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | +14.35% | Add |
| 31 | GLW | Corning Inc | 0% | +36.86% | Add |
| 32 | VNOM | Viper Energy Inc-cl A | 0% | NEW | New buy |
| 33 | RBLX | Roblox CORP -class A | 0% | NEW | New buy |
| 34 | AXP | American Express Co | 0% | +59.12% | Add |
| 35 | PSA | Public Storage | 0% | NEW | New buy |
| 36 | KLAC | Kla CORP | 0% | +1107.77% | Add |
| 37 | QQQI | Neos Nasdaq-100 High Inc ETF | 0% | NEW | New buy |
| 38 | UAL | United Airlines Holdings Inc | 0% | NEW | New buy |
| 39 | TSLA | Tesla Inc | 0% | +12.50% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +5.59% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | 0% | +37.62% | Add |
| 42 | UNH | Unitedhealth Group Inc | 0% | +31.51% | Add |
| 43 | VLO | Valero Energy CORP | 0% | +87.14% | Add |
| 44 | SPYI | Neos S&p 500 High Income ETF | 0% | NEW | New buy |
| 45 | EOLS | Evolus Inc | 0% | NEW | New buy |
| 46 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 47 | SGOV | Ishares 0-3 Month Treasury B | 0% | +116.71% | Add |
| 48 | IWR | Ishares Russell Mid-cap ETF | 0% | +64.00% | Add |
| 49 | SCJ | Ishares Msci Japan Small-cap | 0% | NEW | New buy |
| 50 | PTON | Peloton Interactive Inc-a | 0% | NEW | New buy |
According to official SEC Form 13F filings, Angeles Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 628 disclosed positions in Q2 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 39.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
RH
市值: $2.5M
Top Position Liquidated / Trimmed
NBSD
前期市值: $876.9K
During Q2 2026, Angeles Wealth Management, LLC's top holdings by market value included MGK (11.5%)、VT (10.9%)、VXUS (6.7%). The largest single position, MGK, represented 11.5% of total portfolio value.
In Q2 2026, Angeles Wealth Management, LLC made 196 total portfolio adjustments, initiating 56 new buys, adding to 106 positions, trimming 23 holdings, and fully liquidating 11 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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