ANGELES WEALTH MANAGEMENT, LLC

Est. AUM

$1.84B

13F long equity, this entity only

Positions

523

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	MEGA GRWTH IND	$209.9M	571184	11.43%	SOLE
2	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$203.7M	1472738	11.10%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$126.7M	1643243	6.90%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$124.4M	2198037	6.77%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$98.2M	164274	5.35%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$81.5M	767535	4.44%	SOLE
7	SCHWAB STRATEGIC TR	US LCAP GR ETF	$68.7M	2359736	3.74%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$64.3M	780382	3.50%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$48.7M	248466	2.66%	SOLE
10	APPLE INC	COM	$46.3M	182360	2.52%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$36.0M	55248	1.96%	SOLE
12	MICROSOFT CORP	COM	$35.9M	97065	1.96%	SOLE
13	NVIDIA CORPORATION	COM	$29.6M	169540	1.61%	SOLE
14	ISHARES INC	MSCI JAPAN ETF	$28.8M	341655	1.57%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$27.2M	1088356	1.48%	SOLE
16	ISHARES INC	MSCI WORLD ETF	$21.2M	117701	1.15%	SOLE
17	AMAZON COM INC	COM	$20.8M	99876	1.13%	SOLE
18	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$18.2M	123124	0.99%	SOLE
19	ALPHABET INC	CAP STK CL A	$18.2M	63279	0.99%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$16.7M	52105	0.91%	SOLE
21	ISHARES TR	CORE MSCI TOTAL	$15.5M	178509	0.84%	SOLE
22	ALPHABET INC	CAP STK CL C	$15.1M	52710	0.82%	SOLE
23	BROADCOM INC	COM	$13.3M	42884	0.72%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.9M	24859	0.65%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$11.3M	25883	0.62%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$10.7M	10785	0.59%	SOLE
27	JPMORGAN CHASE & CO	COM	$10.5M	35718	0.57%	SOLE
28	INVESCO EXCH TRADED FD TR II	SR LN ETF	$9.1M	445052	0.49%	SOLE
29	ISHARES TR	PFD AND INCM SEC	$8.7M	285545	0.47%	SOLE
30	META PLATFORMS INC	CL A	$8.3M	14468	0.45%	SOLE
31	VISA INC	COM CL A	$8.3M	27376	0.45%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$7.8M	94954	0.43%	SOLE
33	ISHARES TR	INTL SEL DIV ETF	$7.7M	182000	0.42%	SOLE
34	ISHARES TR	10-20 YR TRS ETF	$7.1M	70782	0.39%	SOLE
35	ELI LILLY & CO	COM	$6.9M	7458	0.37%	SOLE
36	ISHARES TR	MSCI EAFE ETF	$6.8M	69683	0.37%	SOLE
37	TESLA INC	COM	$6.5M	17377	0.35%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	85156	0.30%	SOLE
39	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.4M	15942	0.29%	SOLE
40	EXXON MOBIL CORP	COM	$5.3M	31530	0.29%	SOLE
41	JOHNSON & JOHNSON	COM	$5.0M	20301	0.27%	SOLE
42	MERCK & CO INC	COM	$4.6M	37583	0.25%	SOLE
43	ABBVIE INC	COM	$4.5M	20775	0.25%	SOLE
44	MASTERCARD INCORPORATED	CL A	$4.4M	8718	0.24%	SOLE
45	PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$4.3M	192807	0.23%	SOLE
46	HOME DEPOT INC	COM	$4.2M	12866	0.23%	SOLE
47	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$4.1M	44000	0.23%	SOLE
48	WELLS FARGO & CO	COM	$4.0M	50683	0.22%	SOLE
49	SPDR GOLD TR	GOLD SHS	$4.0M	9320	0.22%	SOLE
50	SHERWIN WILLIAMS CO	COM	$3.9M	12152	0.21%	SOLE

1–50 of 523

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.