ANGELES WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1929170 · latest 13F-HR filed 2026-07-28
ANGELES WEALTH MANAGEMENT, LLC manages $2.19B in 13F-reported U.S. long-equity assets across 632 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MGK (11.52%), VT (10.86%), VXUS (6.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 135 new positions, exited 31, added to 320, and trimmed 85.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 650
SANTA MONICA, CA 90401
$2.19B
Long-equity book
632
Distinct positions
2026-06-30
Filed 2026-07-28
+135 / −31 / ↑320 / ↓85
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WORLD FD$42.4M +20.2%
- VANGUARD INTL EQUITY INDEX F$34.1M +16.7%
- VANGUARD STAR FDS$20.4M +16.1%
- VANGUARD INDEX FDS$16.8M +17.1%
- SPDR SERIES TRUST$16.1M +13.0%
Top Trims
- EXXON MOBIL CORP-$1.0M -19.2%
- ALIBABA GROUP HLDG LTD-$852.3K -22.4%
- META PLATFORMS INC-$847.8K -10.2%
- INTUITIVE SURGICAL INC-$801.8K -36.5%
- NETFLIX INC.-$734.1K -26.4%
New Positions
- ISHARES TR$1.5M
- THE REALREAL INC$1.3M
- JAZZ PHARMACEUTICALS PLC$1.2M
- VISTRA CORP$961.5K
- VIPER ENERGY INC$933.1K
Exited Positions
- NEUBERGER BERMAN ETF TRUST$876.9K
- HONEYWELL INTL INC$674.0K
- APA CORPORATION$594.1K
- EXELIXIS INC$426.0K
- BALL CORP$418.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | MGK | 921910816 | $252.3M | 11.52% | 2,869,561 | SH |
| 2 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $237.8M | 10.86% | 1,515,162 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $147.1M | 6.72% | 1,720,778 | SH |
| 4 | SPDR SERIES TRUST | SPYV | 78464A508 | $140.5M | 6.42% | 2,311,111 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $115.0M | 5.25% | 167,407 | SH |
| 6 | ISHARES TR | MUB | 464288414 | $83.8M | 3.83% | 778,690 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $82.1M | 3.75% | 2,425,844 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $72.4M | 3.30% | 817,271 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $56.0M | 2.56% | 193,597 | SH |
| 10 | VANGUARD INDEX FDS | VTV | 922908744 | $54.3M | 2.48% | 248,948 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $47.2M | 2.15% | 606,525 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $38.4M | 1.76% | 103,056 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $35.4M | 1.62% | 177,055 | SH |
| 14 | ISHARES INC | EWJ | 46434G822 | $33.6M | 1.54% | 360,720 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $28.2M | 1.29% | 118,524 | SH |
| 16 | SPDR SERIES TRUST | SJNK | 78468R408 | $27.7M | 1.27% | 1,106,976 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $25.9M | 1.18% | 72,545 | SH |
| 18 | ISHARES INC | URTH | 464286392 | $22.8M | 1.04% | 112,562 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $20.5M | 0.94% | 58,140 | SH |
| 20 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $19.4M | 0.89% | 122,945 | SH |
| 21 | VANGUARD INDEX FDS | VTI | 922908769 | $19.4M | 0.89% | 52,400 | SH |
| 22 | ISHARES TR | IXUS | 46432F834 | $17.0M | 0.78% | 178,358 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $17.0M | 0.78% | 44,949 | SH |
| 24 | VANGUARD INDEX FDS | VUG | 922908736 | $13.5M | 0.61% | 156,149 | SH |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $13.4M | 0.61% | 26,682 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $12.5M | 0.57% | 38,089 | SH |
| 27 | VISA INC | V | 92826C839 | $10.7M | 0.49% | 31,305 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $10.7M | 0.49% | 11,469 | SH |
| 29 | ISHARES TR | EFA | 464287465 | $10.5M | 0.48% | 100,725 | SH |
| 30 | MICRON TECHNOLOGY INC | MU | 595112103 | $9.9M | 0.45% | 8,574 | SH |
| 31 | ELI LILLY & CO | LLY | 532457108 | $9.5M | 0.43% | 7,926 | SH |
| 32 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $9.0M | 0.41% | 443,742 | SH |
| 33 | ISHARES TR | PFF | 464288687 | $8.7M | 0.40% | 284,867 | SH |
| 34 | ISHARES TR | SHY | 464287457 | $8.6M | 0.39% | 104,938 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $8.2M | 0.38% | 19,549 | SH |
| 36 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $7.8M | 0.36% | 16,282 | SH |
| 37 | ISHARES TR | IDV | 464288448 | $7.5M | 0.34% | 182,000 | SH |
| 38 | META PLATFORMS INC | META | 30303M102 | $7.4M | 0.34% | 13,190 | SH |
| 39 | ISHARES TR | TLH | 464288653 | $7.1M | 0.32% | 70,568 | SH |
| 40 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $6.8M | 0.31% | 95,901 | SH |
| 41 | ABBVIE INC | ABBV | 00287Y109 | $5.9M | 0.27% | 23,439 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.3M | 0.24% | 20,743 | SH |
| 43 | SPDR GOLD TR | GLD | 78463V107 | $5.2M | 0.24% | 14,217 | SH |
| 44 | GE AEROSPACE | GE | 369604301 | $4.9M | 0.22% | 13,096 | SH |
| 45 | MERCK & CO INC | MRK | 58933Y105 | $4.8M | 0.22% | 37,088 | SH |
| 46 | QUANTA SVCS INC | PWR | 74762E102 | $4.7M | 0.21% | 6,464 | SH |
| 47 | LAM RESEARCH CORP | LRCX | 512807306 | $4.5M | 0.21% | 10,468 | SH |
| 48 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.5M | 0.21% | 7,735 | SH |
| 49 | PLAINS ALL AMERN PIPELINE L | PAA | 726503105 | $4.5M | 0.20% | 200,924 | SH |
| 50 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.5M | 0.20% | 8,689 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $2.19B | 632 | 0001398344-26-012905 |
| 2026-03-31 | 2026-05-06 | $1.84B | 524 | 0001398344-26-008459 |
| 2025-12-31 | 2026-02-17 | $1.81B | 465 | 0001398344-26-003295 |