ANGELES WEALTH MANAGEMENT, LLC
CIK: 0001929170Latest portfolio: $1.8B · Q4 2025
Holdings
465
Total Value
$1.8B
New Positions
90
Closed Positions
32
Top Holdings
View All 465 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MGKVANGUARD WORLD FD | 589,456 | $243.0M | 13.40% | +11K | |
| 2 | VTVANGUARD INTL EQUITY INDEX F | 1,428,931 | $201.0M | 11.09% | +75K | |
| 3 | SPYVSPDR SERIES TRUST | 2,072,630 | $117.0M | 6.45% | +187K | |
| 4 | VXUSVANGUARD STAR FDS | 1,392,855 | $105.0M | 5.79% | +106K | |
| 5 | VOOVANGUARD INDEX FDS | 162,688 | $102.0M | 5.63% | +23K | |
| 6 | SCHGSCHWAB STRATEGIC TR | 2,336,825 | $76.0M | 4.19% | +157K | |
| 7 | MUBISHARES TR | 702,947 | $75.0M | 4.14% | +36K | |
| 8 | VGKVANGUARD INTL EQUITY INDEX F | 737,382 | $61.0M | 3.36% | +39K | |
| 9 | VTVVANGUARD INDEX FDS | 254,131 | $48.0M | 2.65% | -12,194 | |
| 10 | MSFTMICROSOFT CORP | 98,172 | $47.0M | 2.59% | +9K | |
| 11 | AAPLAPPLE INC | 167,839 | $45.0M | 2.48% | +19K | |
| 12 | SPYSPDR S&P 500 ETF TR | 55,213 | $37.0M | 2.04% | +9K | |
| 13 | NVDANVIDIA CORPORATION | 148,929 | $27.0M | 1.49% | +9K | |
| 14 | EWJISHARES INC | 326,745 | $26.0M | 1.43% | +19K | |
| 15 | SJNKSPDR SERIES TRUST | 1,017,170 | $25.0M | 1.38% | +112K | |
| 16 | URTHISHARES INC | 122,386 | $22.0M | 1.21% | +3K | |
| 17 | AMZNAMAZON COM INC | 79,781 | $18.0M | 0.99% | +11K | |
| 18 | VTIVANGUARD INDEX FDS | 56,306 | $18.0M | 0.99% | +2K | |
| 19 | VYMVANGUARD WHITEHALL FDS | 123,124 | $17.0M | 0.94% | +115K | |
| 20 | GOOGLALPHABET INC | 48,658 | $15.0M | 0.83% | +9K | |
| 21 | GOOGALPHABET INC | 48,750 | $15.0M | 0.83% | +8K | |
| 22 | IXUSISHARES TR | 182,485 | $15.0M | 0.83% | -377 | |
| 23 | AVGOBROADCOM INC | 39,277 | $13.0M | 0.72% | +19K | |
| 24 | VUGVANGUARD INDEX FDS | 25,935 | $12.0M | 0.66% | -292 | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,407 | $11.0M | 0.61% | +327 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.700045000270002e+124T)
Healthcare0.0% ($7.000400030003e+64T)
Consumer Cyclical0.0% ($1.8000500040004002e+56T)
Industrials0.0% ($3.0002000200009998e+54T)
Unknown0.0% ($1.1000700030003e+51T)
Consumer Defensive0.0% ($8000200020002000896.0T)
Communication Services0.0% ($1500015000800020224.0T)
Energy0.0% ($30001000099999996.0T)
Basic Materials0.0% ($300.0T)
Utilities0.0% ($20.0T)
Real Estate0.0% ($0)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.8B | 465 |
| Q3 2025 | Nov 12, 2025 | $1.6T | 408 |
| Q2 2025 | Jul 29, 2025 | $1.5T | 429 |
| Q1 2025 | May 7, 2025 | $1.2T | 367 |
| Q4 2024 | Jan 28, 2025 | $1213.3T | 369 |
| Q3 2024 | Oct 29, 2024 | $1161.0T | 328 |
| Q2 2024 | Aug 7, 2024 | $1065.5T | 305 |
| Q1 2024 | May 8, 2024 | $999.7T | 296 |
| Q4 2023 | Feb 13, 2024 | $820.8T | 258 |
| Q3 2023 | Oct 27, 2023 | $707.8T | 224 |
| Q2 2023 | Aug 10, 2023 | $733.7T | 217 |
| Q1 2023 | May 11, 2023 | $672.2T | 206 |
| Q4 2022 | Feb 14, 2023 | $571.3T | 211 |
| Q3 2022 | Nov 3, 2022 | $505.1B | 212 |
| Q2 2022 | Aug 4, 2022 | $500.6B | 197 |
| Q1 2022 | May 16, 2022 | $528.5B | 192 |
Fund Information
ANGELES WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.8B across 465 holdings. The largest position is VANGUARD WORLD FD (MGK), representing 13.4% of the portfolio. Compared to the previous quarter, the fund opened 91 new positions and closed 33 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.