Angeles Wealth Management, LLC 13F holdings
Angeles Wealth Management, LLC reported 426 positions with a total reported value of $2.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-28. Top holdings by reported value: VANGUARD INTL EQUITY INDEX F (14.4%), VANGUARD WORLD FD (11.6%), VANGUARD INDEX FDS (9.5%), ISHARES TR (8.2%), SPDR SERIES TRUST (7.8%). Against 2026-03-31 it opened 86 new positions and exited 23. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 426 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 2,405,182 | $314.5M | 14.4% |
| VANGUARD WORLD FD | 2,874,108 | $252.9M | 11.6% |
| VANGUARD INDEX FDS | 648,809 | $206.9M | 9.5% |
| ISHARES TR | 2,013,474 | $179.0M | 8.2% |
| SPDR SERIES TRUST | 3,436,293 | $169.9M | 7.8% |
| VANGUARD STAR FDS | 1,720,778 | $147.1M | 6.7% |
| SCHWAB STRATEGIC TR | 2,730,942 | $91.1M | 4.2% |
| ISHARES INC | 1,137,115 | $59.1M | 2.7% |
| AAPL APPLE INC | 193,597 | $56.0M | 2.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 606,525 | $47.2M | 2.2% |
| GOOGL ALPHABET INC | 134,532 | $46.7M | 2.1% |
| MSFT MICROSOFT CORP | 103,056 | $38.4M | 1.8% |
| NVDA NVIDIA CORPORATION | 177,055 | $35.4M | 1.6% |
| AMZN AMAZON COM INC | 118,524 | $28.2M | 1.3% |
| VANGUARD WHITEHALL FDS | 166,945 | $23.7M | 1.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 26,687 | $17.1M | 0.8% |
| AVGO BROADCOM INC | 44,949 | $17.0M | 0.8% |
| JPM JPMORGAN CHASE & CO | 38,089 | $12.5M | 0.6% |
| V VISA INC | 31,305 | $10.7M | 0.5% |
| COST COSTCO WHOLESALE CORPORATION | 11,469 | $10.7M | 0.5% |
| MU MICRON TECHNOLOGY INC | 8,574 | $9.9M | 0.5% |
| LLY ELI LILLY & CO | 7,926 | $9.5M | 0.4% |
| IVZ INVESCO EXCH TRADED FD TR II | 443,918 | $9.0M | 0.4% |
| TSLA TESLA INC | 19,549 | $8.2M | 0.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 16,282 | $7.8M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 86 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NEOS ETF TRUST | 31,400 | $1.7M | <0.1% |
| THE REALREAL INC | 109,420 | $1.3M | <0.1% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 5,068 | $1.2M | <0.1% |
| VST VISTRA CORP | 6,061 | $961.5K | <0.1% |
| VNOM VIPER ENERGY INC | 22,008 | $933.1K | <0.1% |
| RBLX ROBLOX CORP | 16,831 | $915.3K | <0.1% |
| PSA PUBLIC STORAGE | 2,828 | $900.2K | <0.1% |
| VANGUARD SCOTTSDALE FDS | 11,051 | $777.5K | <0.1% |
| UNITED AIRLS HLDGS INC | 5,702 | $775.4K | <0.1% |
| EOLS EVOLUS INC | 105,545 | $732.5K | <0.1% |
| MRVL MARVELL TECHNOLOGY INC | 2,278 | $678.6K | <0.1% |
| PTON PELOTON INTERACTIVE INC | 107,604 | $635.9K | <0.1% |
| NU NU HLDGS LTD | 47,126 | $629.6K | <0.1% |
| RDDT REDDIT INC | 3,528 | $612.4K | <0.1% |
| DELL DELL TECHNOLOGIES INC | 1,266 | $546.2K | <0.1% |
| AR ANTERO RESOURCES CORP | 15,257 | $536.1K | <0.1% |
| FIGR FIGURE TECHNOLOGY SOLUTIO | 17,000 | $522.1K | <0.1% |
| AXON AXON ENTERPRISE INC | 902 | $505.7K | <0.1% |
| FSLR FIRST SOLAR INC | 2,117 | $499.5K | <0.1% |
| GAP GAP INC | 25,044 | $467.8K | <0.1% |
| ALAB ASTERA LABS INC | 938 | $453.1K | <0.1% |
| TTD THE TRADE DESK INC | 23,386 | $422.8K | <0.1% |
| UGI UGI CORP NEW | 10,356 | $361.6K | <0.1% |
| CVS CVS HEALTH CORP | 3,443 | $356.2K | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 1,570 | $347.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 23 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| NEUBERGER BERMAN ETF TRUST | 17,293 | $876.9K | <0.1% |
| APA APA CORPORATION | 13,998 | $594.1K | <0.1% |
| EXEL EXELIXIS INC | 9,933 | $426.0K | <0.1% |
| BALL BALL CORP | 7,071 | $418.0K | <0.1% |
| ZTS ZOETIS INC | 3,033 | $358.5K | <0.1% |
| WINNEBAGO INDS INC | 10,653 | $330.1K | <0.1% |
| TSCO TRACTOR SUPPLY CO | 7,185 | $325.5K | <0.1% |
| CMCSA COMCAST CORP NEW | 10,211 | $293.2K | <0.1% |
| KRATOS DEFENSE & SEC SOLUTIO | 4,026 | $283.9K | <0.1% |
| RMD RESMED INC | 1,204 | $270.3K | <0.1% |
| ICE INTERCONTINENTAL EXCHANGE IN | 1,478 | $232.5K | <0.1% |
| NEM NEWMONT CORP | 2,104 | $227.8K | <0.1% |
| COR CENCORA INC | 703 | $220.8K | <0.1% |
| DPZ DOMINOS PIZZA INC | 609 | $218.5K | <0.1% |
| ADSK AUTODESK INC | 902 | $215.9K | <0.1% |
| ATO ATMOS ENERGY CORP | 1,148 | $212.1K | <0.1% |
| TXRH TEXAS ROADHOUSE INC | 1,266 | $209.1K | <0.1% |
| TM TOYOTA MOTOR CORP | 1,002 | $206.5K | <0.1% |
| AEM AGNICO EAGLE MINES LTD | 1,009 | $204.8K | <0.1% |
| OTF BLUE OWL TECHNOLOGY FIN CORP | 12,950 | $165.8K | <0.1% |
| HELE HELEN OF TROY LTD | 10,855 | $156.5K | <0.1% |
| AMBEV SA | 13,596 | $39.8K | <0.1% |
| GOSS GOSSAMER BIO INC | 20,000 | $6.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD WORLD FD | 573,531 | 2,874,108 | +401.1% | $252.9M |
| VANGUARD INDEX FDS | 499,762 | 648,809 | +29.8% | $206.9M |
| SPY STATE STR SPDR S&P 500 ETF T | 55,248 | 606,525 | +997.8% | $47.2M |
| ISHARES INC | 479,838 | 1,137,115 | +137.0% | $59.1M |
| ISHARES TR | 1,843,769 | 2,013,474 | +9.2% | $179.0M |
| VANGUARD INTL EQUITY INDEX F | 2,324,998 | 2,405,182 | +3.4% | $314.5M |
| VANGUARD STAR FDS | 1,643,243 | 1,720,778 | +4.7% | $147.1M |
| SPDR SERIES TRUST | 3,303,559 | 3,436,293 | +4.0% | $169.9M |
| GOOGL ALPHABET INC | 115,989 | 134,532 | +16.0% | $46.7M |
| AMZN AMAZON COM INC | 99,876 | 118,524 | +18.7% | $28.2M |
| AAPL APPLE INC | 182,360 | 193,597 | +6.2% | $56.0M |
| SCHWAB STRATEGIC TR | 2,656,157 | 2,730,942 | +2.8% | $91.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CUE CUE BIOPHARMA INC | 310,000 | 7,000 | -97.7% | $220.9K |
| META META PLATFORMS INC | 14,468 | 13,190 | -8.8% | $7.4M |
| ARES ARES MANAGEMENT CORPORATION | 9,308 | 3,245 | -65.1% | $361.2K |
| ISRG INTUITIVE SURGICAL INC | 4,763 | 3,505 | -26.4% | $1.4M |
| CI THE CIGNA GROUP | 3,772 | 2,409 | -36.1% | $664.0K |
| FCX FREEPORT MCMORAN INC | 12,607 | 7,291 | -42.2% | $458.6K |
| HONEYWELL INTL INC | 2,982 | 1,495 | -49.9% | $334.6K |
| RAMP LIVERAMP HLDGS INC | 17,543 | 8,887 | -49.3% | $334.5K |
| CRI CARTERS INC | 35,260 | 27,937 | -20.8% | $1.1M |
| QUANTA SVCS INC | 6,812 | 6,464 | -5.1% | $4.7M |
| PGR PROGRESSIVE CORP | 5,756 | 4,776 | -17.0% | $1.0M |
| CRWD CROWDSTRIKE HLDGS INC | 2,169 | 1,904 | -12.2% | $1.5M |
CIK 1929170 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
