ANGELES WEALTH MANAGEMENT, LLC Q3 2023 Filing
Filed October 27, 2023
Portfolio Value
$707.8T
Holdings
224
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (224 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGKVANGUARD WORLD FD | 335,017 | $76.0T | 10.74% | |
| 2 | VTVANGUARD INTL EQUITY INDEX F | 784,220 | $73.1T | 10.32% | |
| 3 | SPYVSPDR SER TR | 1,307,269 | $53.9T | 7.62% | |
| 4 | VOOVANGUARD INDEX FDS | 135,940 | $53.4T | 7.54% | |
| 5 | VXUSVANGUARD STAR FDS | 976,882 | $52.3T | 7.39% | |
| 6 | SUBISHARES TR | 417,638 | $43.0T | 6.07% | |
| 7 | VTVVANGUARD INDEX FDS | 204,009 | $28.1T | 3.98% | |
| 8 | MSFTMICROSOFT CORP | 66,542 | $21.0T | 2.97% | |
| 9 | IXUSISHARES TR | 347,780 | $20.9T | 2.95% | |
| 10 | VGKVANGUARD INTL EQUITY INDEX F | 331,958 | $19.2T | 2.72% | |
| 11 | URTHISHARES INC | 149,250 | $17.9T | 2.53% | |
| 12 | SPYSPDR S&P 500 ETF TR | 41,411 | $17.7T | 2.50% | |
| 13 | AAPLAPPLE INC | 101,295 | $17.3T | 2.45% | |
| 14 | SJNKSPDR SER TR | 667,377 | $16.3T | 2.31% | |
| 15 | ARESARES MANAGEMENT CORPORATION | 144,274 | $14.8T | 2.10% | |
| 16 | BKLNINVESCO EXCH TRADED FD TR II | 656,593 | $13.8T | 1.95% | |
| 17 | SHYISHARES TR | 146,515 | $11.9T | 1.68% | |
| 18 | VGSHVANGUARD SCOTTSDALE FDS | 170,049 | $9.8T | 1.38% | |
| 19 | VTIVANGUARD INDEX FDS | 44,560 | $9.5T | 1.34% | |
| 20 | VUGVANGUARD INDEX FDS | 24,162 | $6.6T | 0.93% | |
| 21 | PFFISHARES TR | 213,490 | $6.4T | 0.91% | |
| 22 | AMZNAMAZON COM INC | 48,301 | $6.1T | 0.87% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 7,990 | $4.5T | 0.64% | |
| 24 | HDHOME DEPOT INC | 10,028 | $3.0T | 0.43% | |
| 25 | GOOGALPHABET INC | 22,964 | $3.0T | 0.43% | |
| 26 | SHWSHERWIN WILLIAMS CO | 11,839 | $3.0T | 0.43% | |
| 27 | NVDANVIDIA CORPORATION | 5,988 | $2.6T | 0.37% | |
| 28 | GOOGLALPHABET INC | 19,816 | $2.6T | 0.37% | |
| 29 | MRKMERCK & CO INC | 24,291 | $2.5T | 0.35% | |
| 30 | XOMEXXON MOBIL CORP | 20,211 | $2.4T | 0.34% | |
| 31 | DFUVDIMENSIONAL ETF TRUST | 66,698 | $2.3T | 0.32% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,437 | $2.3T | 0.32% | |
| 33 | IVVISHARES TR | 5,196 | $2.2T | 0.32% | |
| 34 | IWBISHARES TR | 9,230 | $2.2T | 0.31% | |
| 35 | VVISA INC | 9,058 | $2.1T | 0.29% | |
| 36 | TMOTHERMO FISHER SCIENTIFIC INC | 4,030 | $2.0T | 0.29% | |
| 37 | PEPPEPSICO INC | 11,579 | $2.0T | 0.28% | |
| 38 | JNJJOHNSON & JOHNSON | 12,366 | $1.9T | 0.27% | |
| 39 | MAMASTERCARD INCORPORATED | 4,335 | $1.7T | 0.24% | |
| 40 | LLYELI LILLY & CO | 3,172 | $1.7T | 0.24% | |
| 41 | CLCOLGATE PALMOLIVE CO | 22,648 | $1.6T | 0.23% | |
| 42 | IWDISHARES TR | 10,080 | $1.5T | 0.22% | |
| 43 | JPMJPMORGAN CHASE & CO | 10,262 | $1.5T | 0.21% | |
| 44 | NKENIKE INC | 15,429 | $1.5T | 0.21% | |
| 45 | METAMETA PLATFORMS INC | 4,881 | $1.5T | 0.21% | |
| 46 | ISRGINTUITIVE SURGICAL INC | 4,599 | $1.3T | 0.19% | |
| 47 | NVONOVO-NORDISK A S | 14,215 | $1.3T | 0.18% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 12,120 | $1.3T | 0.18% | |
| 49 | BXBLACKSTONE INC | 11,363 | $1.2T | 0.17% | |
| 50 | UNPUNION PAC CORP | 5,882 | $1.2T | 0.17% | |
| 51 | MCOMOODYS CORP | 3,747 | $1.2T | 0.17% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 7,465 | $1.2T | 0.16% | |
| 53 | IWFISHARES TR | 4,287 | $1.1T | 0.16% | |
| 54 | ACWVISHARES INC | 11,657 | $1.1T | 0.16% | |
| 55 | PWRQUANTA SVCS INC | 5,851 | $1.1T | 0.15% | |
| 56 | FNDXSCHWAB STRATEGIC TR | 19,218 | $1.1T | 0.15% | |
| 57 | TSLATESLA INC | 4,010 | $1.0T | 0.14% | |
| 58 | SPYGSPDR SER TR | 16,847 | $998.7B | 0.14% | |
| 59 | COPCONOCOPHILLIPS | 8,140 | $975.2B | 0.14% | |
| 60 | NDQINVESCO QQQ TR | 2,679 | $959.8B | 0.14% | |
| 61 | DHRDANAHER CORPORATION | 3,825 | $949.0B | 0.13% | |
| 62 | CITCINTAS CORP | 1,964 | $944.7B | 0.13% | |
| 63 | CPNGCOUPANG INC | 55,340 | $940.8B | 0.13% | |
| 64 | EEMISHARES TR | 24,704 | $937.5B | 0.13% | |
| 65 | ABBVABBVIE INC | 6,264 | $933.7B | 0.13% | |
| 66 | CVXCHEVRON CORP NEW | 5,289 | $891.8B | 0.13% | |
| 67 | ACNACCENTURE PLC IRELAND | 2,689 | $825.8B | 0.12% | |
| 68 | EFVISHARES TR | 16,814 | $822.7B | 0.12% | |
| 69 | IDEVISHARES TR | 13,983 | $814.9B | 0.12% | |
| 70 | LGIHLGI HOMES INC | 8,163 | $812.1B | 0.11% | |
| 71 | XLESELECT SECTOR SPDR TR | 8,627 | $779.8B | 0.11% | |
| 72 | DISDISNEY WALT CO | 9,484 | $768.7B | 0.11% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 1,448 | $730.1B | 0.10% | |
| 74 | CRMSALESFORCE INC | 3,438 | $697.2B | 0.10% | |
| 75 | RSGREPUBLIC SVCS INC | 4,881 | $695.6B | 0.10% | |
| 76 | MCDMCDONALDS CORP | 2,552 | $672.3B | 0.09% | |
| 77 | ODFLOLD DOMINION FREIGHT LINE IN | 1,617 | $661.6B | 0.09% | |
| 78 | EVREVERCORE INC | 4,793 | $660.9B | 0.09% | |
| 79 | MDUMDU RES GROUP INC | 33,481 | $655.6B | 0.09% | |
| 80 | LINLINDE PLC | 1,742 | $648.6B | 0.09% | |
| 81 | MSIMOTOROLA SOLUTIONS INC | 2,359 | $642.2B | 0.09% | |
| 82 | PAGPPLAINS GP HLDGS L P | 39,649 | $639.1B | 0.09% | |
| 83 | ADBEADOBE INC | 1,225 | $624.6B | 0.09% | |
| 84 | BALLBALL CORP | 12,252 | $609.9B | 0.09% | |
| 85 | PGPROCTER AND GAMBLE CO | 4,168 | $607.9B | 0.09% | |
| 86 | IWMISHARES TR | 3,397 | $600.4B | 0.08% | |
| 87 | ABTABBOTT LABS | 5,859 | $567.4B | 0.08% | |
| 88 | KOCOCA COLA CO | 9,613 | $538.1B | 0.08% | |
| 89 | SDYSPDR SER TR | 4,518 | $519.6B | 0.07% | |
| 90 | IWRISHARES TR | 7,299 | $505.5B | 0.07% | |
| 91 | PFEPFIZER INC | 15,146 | $502.4B | 0.07% | |
| 92 | BMYBRISTOL-MYERS SQUIBB CO | 8,567 | $497.2B | 0.07% | |
| 93 | BDXBECTON DICKINSON & CO | 1,892 | $489.1B | 0.07% | |
| 94 | RTXRTX CORPORATION | 6,777 | $487.7B | 0.07% | |
| 95 | NOWSERVICENOW INC | 862 | $481.8B | 0.07% | |
| 96 | CSCOCISCO SYS INC | 8,789 | $472.5B | 0.07% | |
| 97 | PGRPROGRESSIVE CORP | 3,339 | $465.1B | 0.07% | |
| 98 | IDXXIDEXX LABS INC | 1,000 | $437.3B | 0.06% | |
| 99 | TJXTJX COS INC NEW | 4,785 | $425.3B | 0.06% | |
| 100 | VEUVANGUARD INTL EQUITY INDEX F | 8,027 | $416.4B | 0.06% |
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