ANGELES WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1929170 · latest 13F-HR filed 2026-05-06
ANGELES WEALTH MANAGEMENT, LLC manages $1.84B in 13F-reported U.S. long-equity assets across 524 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MGK (11.42%), VT (11.08%), VXUS (6.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 95 new positions, exited 36, added to 214, and trimmed 117.
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.
$1.84B
Long-equity book
524
Distinct positions
2026-03-31
Filed 2026-05-06
+95 / −36 / ↑214 / ↓117
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD STAR FDS$21.6M +20.6%
- SPDR SERIES TRUST$6.6M +5.6%
- ISHARES TR$6.2M +8.2%
- SPDR GOLD TR$3.1M +363.5%
- ALPHABET INC$3.0M +19.5%
Top Trims
- VANGUARD WORLD FD-$33.4M -13.7%
- MICROSOFT CORP-$11.5M -24.3%
- SCHWAB STRATEGIC TR-$7.5M -9.8%
- INTUIT-$2.2M -79.3%
- VANGUARD INDEX FDS-$2.2M -11.5%
New Positions
- PLAINS ALL AMERN PIPELINE L$4.3M
- AVEPOINT INC$1.8M
- LIBERTY ENERGY INC$1.3M
- ISHARES TR$1.0M
- TCW ETF TRUST$779.8K
Exited Positions
- GRAYSCALE BITCOIN TRUST ETF$1.2M
- CYBERARK SOFTWARE LTD$475.5K
- AEROVIRONMENT INC$463.2K
- SEA LTD$385.3K
- VEEVA SYS INC$360.3K
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 | $209.9M | 11.42% | 571,184 | SH |
| 2 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $203.7M | 11.08% | 1,472,738 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $126.7M | 6.89% | 1,643,243 | SH |
| 4 | SPDR SERIES TRUST | SPYV | 78464A508 | $124.4M | 6.77% | 2,198,037 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $98.2M | 5.34% | 164,274 | SH |
| 6 | ISHARES TR | MUB | 464288414 | $81.5M | 4.43% | 767,535 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $68.7M | 3.74% | 2,359,736 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $64.3M | 3.50% | 780,382 | SH |
| 9 | VANGUARD INDEX FDS | VTV | 922908744 | $48.7M | 2.65% | 248,466 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $46.3M | 2.52% | 182,360 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $36.0M | 1.96% | 55,248 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $35.9M | 1.95% | 97,065 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $29.6M | 1.61% | 169,540 | SH |
| 14 | ISHARES INC | EWJ | 46434G822 | $28.8M | 1.57% | 341,655 | SH |
| 15 | SPDR SERIES TRUST | SJNK | 78468R408 | $27.2M | 1.48% | 1,088,356 | SH |
| 16 | ISHARES INC | URTH | 464286392 | $21.2M | 1.15% | 117,701 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $20.8M | 1.13% | 99,876 | SH |
| 18 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $18.2M | 0.99% | 123,124 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $18.2M | 0.99% | 63,279 | SH |
| 20 | VANGUARD INDEX FDS | VTI | 922908769 | $16.7M | 0.91% | 52,105 | SH |
| 21 | ISHARES TR | IXUS | 46432F834 | $15.5M | 0.84% | 178,509 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $15.1M | 0.82% | 52,710 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $13.3M | 0.72% | 42,884 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $11.9M | 0.65% | 24,859 | SH |
| 25 | VANGUARD INDEX FDS | VUG | 922908736 | $11.3M | 0.62% | 25,883 | SH |
| 26 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $10.7M | 0.58% | 10,785 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.5M | 0.57% | 35,718 | SH |
| 28 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $9.1M | 0.49% | 445,052 | SH |
| 29 | ISHARES TR | PFF | 464288687 | $8.7M | 0.47% | 285,545 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $8.3M | 0.45% | 14,468 | SH |
| 31 | VISA INC | V | 92826C839 | $8.3M | 0.45% | 27,376 | SH |
| 32 | ISHARES TR | SHY | 464287457 | $7.8M | 0.43% | 94,954 | SH |
| 33 | ISHARES TR | IDV | 464288448 | $7.7M | 0.42% | 182,000 | SH |
| 34 | ISHARES TR | TLH | 464288653 | $7.1M | 0.39% | 70,782 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $6.9M | 0.37% | 7,458 | SH |
| 36 | ISHARES TR | EFA | 464287465 | $6.8M | 0.37% | 69,683 | SH |
| 37 | TESLA INC | TSLA | 88160R101 | $6.5M | 0.35% | 17,377 | SH |
| 38 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.5M | 0.30% | 85,156 | SH |
| 39 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.4M | 0.29% | 15,942 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $5.3M | 0.29% | 31,530 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.0M | 0.27% | 20,301 | SH |
| 42 | MERCK & CO INC | MRK | 58933Y105 | $4.6M | 0.25% | 37,583 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $4.5M | 0.25% | 20,775 | SH |
| 44 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.4M | 0.24% | 8,718 | SH |
| 45 | PLAINS ALL AMERN PIPELINE L | PAA | 726503105 | $4.3M | 0.23% | 192,807 | SH |
| 46 | HOME DEPOT INC | HD | 437076102 | $4.2M | 0.23% | 12,866 | SH |
| 47 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $4.1M | 0.23% | 44,000 | SH |
| 48 | WELLS FARGO & CO | WFC | 949746101 | $4.0M | 0.22% | 50,683 | SH |
| 49 | SPDR GOLD TR | GLD | 78463V107 | $4.0M | 0.22% | 9,320 | SH |
| 50 | SHERWIN WILLIAMS CO | SHW | 824348106 | $3.9M | 0.21% | 12,152 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $1.84B | 524 | 0001398344-26-008459 |
| 2025-12-31 | 2026-02-17 | $1.81B | 465 | 0001398344-26-003295 |