CIK: 0001929170
Total reported value
$1.8B
Reporting period: 2026-03-31 · Number of holdings: 524
ANGELES WEALTH MANAGEMENT, LLC disclosed 524 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.8B and a quarterly turnover rate of 12.1%.
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Angeles Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.046 — mathematically equivalent to about 22 equally-sized positions, well below its 524 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.82), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 27% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MGK
-3.1% -$33.4M
Add VXUS
+18.0% $21.6M
Trim MSFT
-1.1% -$11.5M
Trim SCHG
+1.0% -$7.5M
Trim VOO
+1.0% -$3.9M
Add SPYV
+6.1% $6.6M
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% | -2.00% | -3.10% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.08% | -0.03% | +3.07% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.89% | +1.10% | +17.98% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.77% | +0.28% | +6.05% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | -0.29% | +0.97% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.43% | +0.28% | +9.19% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.74% | -0.46% | +0.98% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.50% | +0.10% | +5.83% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.65% | — | -2.23% | |
| 10 | AAPL | Apple INC | Stock-Tech | 2.52% | — | +8.65% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | -0.12% | +0.06% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.67% | -1.13% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.08% | +13.84% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.57% | +0.12% | +4.56% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.48% | +0.06% | +7.00% | |
| 16 | URTH | Ishares Msci World ETF | ETF-Other | 1.15% | -0.10% | -3.83% | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.13% | +0.11% | +25.19% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.15% | +30.05% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.13% | -7.46% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | — | -2.18% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | — | +8.12% | |
| 23 | AVGO | Broadcom INC | Stock-Tech | 0.72% | — | +9.18% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | +0.03% | +10.94% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | -0.08% | -0.20% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.10% | +6.35% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | +5.24% | |
| 28 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.49% | — | +8.55% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | — | +8.76% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | — | +11.31% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.05% | +6.14% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.07% | -13.38% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.42% | — | — | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.39% | — | +8.22% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | — | +10.88% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | — | +0.16% | |
| 37 | TSLA | Tesla INC | Stock-Consumer Disc | 0.35% | +0.06% | +50.31% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | — | +4.82% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | — | -3.50% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | +0.10% | +9.57% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | +0.05% | +6.90% | |
| 42 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.25% | +0.05% | +9.11% | |
| 43 | ABBV | Abbvie INC | Stock-Healthcare | 0.25% | — | +2.02% | |
| 44 | MA | Mastercard INC - A | Stock-Financials | 0.24% | — | +11.03% | |
| 45 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.23% | +0.23% | NEW | |
| 46 | HD | Home Depot INC | Stock-Consumer Disc | 0.23% | — | -5.07% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.23% | — | — | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | — | +4.36% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | +0.17% | +326.94% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | — | +0.38% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+17.2%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 524 | $1.8B | 12 | |
| 2025-12-31 | 465 | $1.8B | 17 | |
| 2025-09-30 | 408 | $1.6B | 30 | |
| 2025-06-30 | 429 | $1.5B | 0 | |
| 2025-03-31 | 367 | $1.2B | 0 | |
| 2024-12-31 | 369 | $1.2B | 0 | |
| 2024-09-30 | 328 | $1.2B | 0 | |
| 2024-06-30 | 305 | $1.1B | 0 | |
| 2024-03-31 | 296 | $999.7M | 0 | |
| 2023-12-31 | 258 | $820.8M | 0 | |
| 2023-09-30 | 224 | $707.8M | 0 | |
| 2023-06-30 | 217 | $733.7M | 0 | |
| 2023-03-31 | 206 | $672.2M | 0 | |
| 2022-12-31 | 211 | $571.3M | 0 | |
| 2022-09-30 | 212 | $505.1M | 0 | |
| 2022-06-30 | 197 | $500.6M | 0 | |
| 2022-03-31 | 192 | $528.5M | 0 |
Angeles Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Plains All Amer Pipeline LP (PAA); New buy: Avepoint INC (AVPT); New buy: Liberty Energy INC (LBRT); Sold out: Grayscale Bitcoin Trust ETF (GBTC); New buy: Ishares Latin America 40 ETF (ILF).
| # | 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 | AAPL | Apple INC | — | +8.65% | Add |
| 26 | VT | Vanguard Tot World Stk ETF | 0% | +3.07% | Add |
| 27 | BABA | Alibaba Group Holding-sp Adr | 0% | +0.73% | Add |
| 28 | UBER | Uber Technologies INC | -0.1% | -40.48% | Trim |
| 29 | V | Visa Inc-class A Shares | -0.1% | +6.14% | Add |
| 30 | CRI | Carter's INC | -0.1% | -50.27% | Trim |
| 31 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -62.58% | Trim |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -13.38% | Trim |
| 33 | CI | THE Cigna Group | -0.1% | -52.36% | Trim |
| 34 | VUG | Vanguard Growth ETF | -0.1% | -0.20% | Trim |
| 35 | SUB | Ishares Short-term National | -0.1% | -46.96% | Trim |
| 36 | URTH | Ishares Msci World ETF | -0.1% | -3.83% | Trim |
| 37 | INTU | Intuit INC | -0.1% | -68.21% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.06% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -7.46% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | -0.3% | +0.97% | Add |
| 41 | SCHG | Schwab US Large-cap Growth | -0.5% | +0.98% | Add |
| 42 | MSFT | Microsoft CORP | -0.7% | -1.13% | Trim |
| 43 | MGK | Vanguard Mega Cap Growth ETF | -2% | -3.10% | Trim |
| 44 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 45 | AVPT | Avepoint INC | — | NEW | New buy |
| 46 | LBRT | Liberty Energy INC | — | NEW | New buy |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
| 48 | ILF | Ishares Latin America 40 ETF | — | NEW | New buy |
| 49 | GRW | Tcw Durable Growth ETF | — | NEW | New buy |
| 50 | APA | Apa CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-29 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-07 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-29 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-07 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-03 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
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