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ANGELES WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1929170 · latest 13F-HR filed 2026-10-26

Backtest portfolio

ANGELES WEALTH MANAGEMENT, LLC manages $2.27B in 13F-reported U.S. long-equity assets across 599 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MGK (11.88%), VT (10.94%), VXUS (6.71%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 38 new positions and exited 72; 133 existing positions rose in reported value and 231 fell.

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.

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AUM
$2.27B

Long-equity book

Holdings
599

Distinct positions

Period
2026-09-30

Filed 2026-10-26

Q/Q Activity
+38 / −72 / ↑133 / ↓231

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
MGK11.9% · +2%VT10.9% · +4%VXUS6.7% · +4%SPYV6.5% · +5%VOO5.3% · +2%SCHG4.0% · +4%VGK3.3% · +5%SUB3.1% · +2277%AAPL2.8% · -3%VTV2.4% · -0%MSFT2.3% · -2%SPY2.1% · -18%VGSH1.8% · +56057%NVDA1.8% · -2%EWJ1.6% · +4%AMZN1.2% · -5%SJNK1.2% · -0%GOOGL1.0% · -5%URTH1.0% · -0%GOOG0.9% · -1%VTI0.8% · -2%VYM0.8% · 0%IXUS0.7% · +0%AVGO0.7% · -3%VUG0.6% · -0%BRK.B0.6% · -2%JPM0.5% · -3%V0.5% · -1%EFA0.5% · +2%MUB0.5% · -86%COST0.5% · -2%BKLN0.4% · +4%META0.4% · -2%MU0.4% · -0%LLY0.4% · -2%PFF0.4% · +5%IDV0.3% · 0%SHY0.3% · -12%TSM0.3% · -0%TSLA0.3% · -4%VEA0.3% · -4%ABBV0.3% · -1%JNJ0.2% · -2%GLD0.2% · -5%MRK0.2% · -6%MA0.2% · +6%XOM0.2% · -7%PAA0.2% · -2%AMD0.2% · -3%VYMI0.2% · 0%SHW0.2% · -0%PWR0.2% · -1%QQQ0.2% · +0%WFC0.2% · -3%VWO0.2% · -10%GE0.2% · -6%IVW0.2% · 0%BRK.A0.2% · 0%TMO0.2% · +4%HD0.2% · -4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 12, 2026.

Assets Under Management
$2.81B
Discretionary
$2.73B
Employees
17
Accounts
212
Address
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA, CA 90401
Phone
(310) 393-6300
Website
Name Title / Status Ownership Type
ANGELES INVESTMENT ADVISORS ControlMEMBER
since Nov 2011
50–75%Domestic Entity
FOSTER, JONATHAN, RICE ControlCEO & MANAGING MEMBER
since Nov 2011
25–50%Individual
LOWNDES, EDWARD, JOHN ControlCCO & COO
since Feb 2023
Less than 5%Individual
DEATON, ANN, ESTELLEPARTNER
since Dec 2025
Less than 5%Individual
GRAND, HARRY, SPENCERPARTNER
since Jan 2021
Less than 5%Individual
ROGERS, ELIZABETH, CAMERONPARTNER
since Apr 2025
Less than 5%Individual
ROTHSTEIN, JOSHUA, RYANPARTNER
since Apr 2018
Less than 5%Individual
WOHLFORTH, ELIZABETH, CHLOEPARTNER
since Jan 2023
Less than 5%Individual
PERLOW, HOWARD, DAVID Control
Indirect owner via ANGELES INVESTMENT ADVISORS
MANAGING MEMBER
since Apr 2001
25–50%Individual
ROSEN, MICHAEL, ADAM Control
Indirect owner via ANGELES INVESTMENT ADVISORS
MANAGING MEMBER
since Apr 2001
25–50%Individual
Ownership & leadership changes · 8 filings with changes since Dec 19, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 19, 2026 filing
  • AddedDEATON, ANN, ESTELLE · PARTNER · Less than 5%
  • ChangedLOWNDES, EDWARD, JOHN · title CCO → CCO & COO
May 9, 2025 filing
  • AddedROGERS, ELIZABETH, CAMERON · PARTNER · Less than 5%
Mar 31, 2023 filing
  • AddedWOHLFORTH, ELIZABETH, CHLOE · PARTNER · Less than 5%
Feb 23, 2023 filing
  • No longer listedSMETANA, STEPHEN, THOMAS · CCO · Less than 5% · control person · listed since Nov 2011
  • AddedLOWNDES, EDWARD, JOHN · CCO · Less than 5% · control person
Apr 12, 2022 filing
  • ChangedANGELES INVESTMENT ADVISORS · title MANAGING MEMBER → MEMBER
  • ChangedFOSTER, JONATHAN, RICE · title CEO → CEO & MANAGING MEMBER
Apr 11, 2022 filing
  • AddedGRAND, HARRY, SPENCER · PARTNER · Less than 5%
  • ChangedANGELES INVESTMENT ADVISORS · ownership 75% or more → 50–75%
Mar 30, 2020 filing
  • No longer listedKAUTZ, LESLIE, BARNES · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS, LLC · control person · listed since Apr 2001
  • No longer listedPERLOW, HOWARD, DAVID · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS, LLC · control person · listed since Apr 2001
  • No longer listedROSEN, MICHAEL, ADAM · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS, LLC · control person · listed since Apr 2001
  • AddedPERLOW, HOWARD, DAVID · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS · control person
  • AddedROSEN, MICHAEL, ADAM · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS · control person
Mar 30, 2018 filing
  • AddedROTHSTEIN, JOSHUA, RYAN · PARTNER · Less than 5%
Dec 19, 2011 filing (earliest on record)
  • ListedANGELES INVESTMENT ADVISORS · MANAGING MEMBER · 75% or more · control person
  • ListedFOSTER, JONATHAN, RICE · CEO · 25–50% · control person
  • ListedKAUTZ, LESLIE, BARNES · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS, LLC · control person
  • ListedPERLOW, HOWARD, DAVID · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS, LLC · control person
  • ListedROSEN, MICHAEL, ADAM · MANAGING MEMBER · 25–50% · indirect via ANGELES INVESTMENT ADVISORS, LLC · control person
  • ListedSMETANA, STEPHEN, THOMAS · CCO · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 133 →

Top Trims

Show all 231 →

New Positions

Show all 38 →

Exited Positions

Show all 72 →

ANGELES WEALTH MANAGEMENT, LLC Holdings (2026-09-30)

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 $269.9M 11.88% 2,912,914 SH
2 VANGUARD INTL EQUITY INDEX F VT 922042742 $248.4M 10.94% 1,573,786 SH
3 VANGUARD STAR FDS VXUS 921909768 $152.4M 6.71% 1,794,001 SH
4 SPDR SERIES TRUST SPYV 78464A508 $148.4M 6.53% 2,427,158 SH
5 VANGUARD INDEX FDS VOO 922908363 $119.6M 5.27% 170,667 SH
6 SCHWAB STRATEGIC TR SCHG 808524300 $91.0M 4.01% 2,533,255 SH
7 VANGUARD INTL EQUITY INDEX F VGK 922042874 $74.2M 3.27% 854,809 SH
8 ISHARES TR SUB 464288158 $71.4M 3.14% 683,248 SH
9 APPLE INC AAPL 037833100 $62.5M 2.75% 187,728 SH
10 VANGUARD INDEX FDS VTV 922908744 $53.5M 2.36% 247,790 SH
11 MICROSOFT CORP MSFT 594918104 $51.8M 2.28% 101,025 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $48.3M 2.13% 498,621 SH
13 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $41.0M 1.80% 712,072 SH
14 NVIDIA CORPORATION NVDA 67066G104 $39.7M 1.75% 173,785 SH
15 ISHARES INC EWJ 46434G822 $36.5M 1.61% 374,300 SH
16 AMAZON COM INC AMZN 023135106 $28.0M 1.23% 112,419 SH
17 SPDR SERIES TRUST SJNK 78468R408 $26.7M 1.18% 1,102,292 SH
18 ALPHABET INC GOOGL 02079K305 $23.6M 1.04% 68,644 SH
19 ISHARES INC URTH 464286392 $23.2M 1.02% 112,537 SH
20 ALPHABET INC GOOG 02079K107 $19.7M 0.87% 57,799 SH
21 VANGUARD INDEX FDS VTI 922908769 $19.2M 0.85% 51,363 SH
22 VANGUARD WHITEHALL FDS VYM 921946406 $19.1M 0.84% 122,945 SH
23 ISHARES TR IXUS 46432F834 $17.0M 0.75% 178,523 SH
24 BROADCOM INC AVGO 11135F101 $15.3M 0.67% 43,620 SH
25 VANGUARD INDEX FDS VUG 922908736 $14.0M 0.62% 155,516 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $13.0M 0.57% 26,089 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $12.2M 0.54% 36,837 SH
28 VISA INC V 92826C839 $11.2M 0.49% 31,048 SH
29 ISHARES TR EFA 464287465 $10.7M 0.47% 102,662 SH
30 ISHARES TR MUB 464288414 $10.6M 0.47% 104,905 SH
31 COSTCO WHOLESALE CORPORATION COST 22160K105 $10.2M 0.45% 11,211 SH
32 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $9.4M 0.41% 461,095 SH
33 META PLATFORMS INC META 30303M102 $9.4M 0.41% 12,975 SH
34 MICRON TECHNOLOGY INC MU 595112103 $9.1M 0.40% 8,552 SH
35 ELI LILLY & CO LLY 532457108 $9.0M 0.40% 7,768 SH
36 ISHARES TR PFF 464288687 $8.8M 0.39% 299,021 SH
37 ISHARES TR IDV 464288448 $7.7M 0.34% 182,000 SH
38 ISHARES TR SHY 464287457 $7.5M 0.33% 92,565 SH
39 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $7.4M 0.33% 16,207 SH
40 TESLA INC TSLA 88160R101 $6.7M 0.29% 18,779 SH
41 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.5M 0.29% 92,120 SH
42 ABBVIE INC ABBV 00287Y109 $6.1M 0.27% 23,274 SH
43 JOHNSON & JOHNSON JNJ 478160104 $5.4M 0.24% 20,304 SH
44 SPDR GOLD TR GLD 78463V107 $5.1M 0.23% 13,507 SH
45 MERCK & CO INC MRK 58933Y105 $5.1M 0.22% 34,669 SH
46 MASTERCARD INCORPORATED MA 57636Q104 $5.1M 0.22% 9,166 SH
47 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $4.8M 0.21% 29,297 SH
48 PLAINS ALL AMERN PIPELINE L PAA 726503105 $4.7M 0.21% 197,034 SH
49 ADVANCED MICRO DEVICES INC AMD 007903107 $4.6M 0.20% 7,496 SH
50 VANGUARD WHITEHALL FDS VYMI 921946794 $4.4M 0.20% 44,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-26 $2.27B 599 0001398344-26-018803
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
Filer Information
Address
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA, CA 90401
Phone
(310) 393-6300
Filing Manager
ANGELES WEALTH MANAGEMENT, LLC
SANTA MONICA, CA
Signatory
Edward Lowndes
Chief Compliance Officer