Angeles Wealth Management, LLC Top Holdings and 13F Report (2025) About Angeles Wealth Management, LLCInvestment ActivityAngeles Wealth Management, LLC has $1.20 billion in total holdings as of March 31, 2025.Angeles Wealth Management, LLC owns shares of 367 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 2.95% of the portfolio was sold this quarter.This quarter, Angeles Wealth Management, LLC has purchased 369 new stocks and bought additional shares in 154 stocks.Angeles Wealth Management, LLC sold shares of 108 stocks and completely divested from 21 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $165,080,801Vanguard Total World Stock ETF $149,150,853SPDR Portfolio S&P 500 Value ETF $97,939,135Vanguard S&P 500 ETF $73,510,714Vanguard Total International Stock ETF $73,112,132 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,992,208 Holding81141R100 - SEA $299,736 Holding888787108 - Toast $284,930 Holding594972408 - Strategy $270,397 Holding50077B207 - Kratos Defense & Security Solutions $261,420 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 666,011 shares (about $16.68M)Vanguard Total World Stock ETF 64,466 shares (about $7.47M)SPDR Portfolio S&P 500 Value ETF 132,476 shares (about $6.77M)Ares Management 40,711 shares (about $5.97M)Vanguard Mega Cap Growth ETF 15,775 shares (about $4.87M) Largest Sales this Quarter iShares National Muni Bond ETF 207,376 shares (about $21.87M)Dimensional US Marketwide Value ETF 17,225 shares (about $709.85K)iShares MSCI World ETF 4,525 shares (about $693.14K)Avantis U.S. Equity ETF 4,317 shares (about $398.80K)Vanguard Value ETF 2,293 shares (about $396.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngeles Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$165,080,801$4,872,579 ▲3.0%534,45013.7%ETFVTVanguard Total World Stock ETF$149,150,853$7,474,831 ▲5.3%1,286,33812.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$97,939,135$6,765,549 ▲7.4%1,917,7438.1%ETFVOOVanguard S&P 500 ETF$73,510,714$1,829,006 ▲2.6%143,0426.1%ETFVXUSVanguard Total International Stock ETF$73,112,132$4,429,531 ▲6.4%1,177,3296.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$66,756,515$16,676,915 ▲33.3%2,665,9955.5%ETFVTVVanguard Value ETF$31,594,837$396,093 ▼-1.2%182,9042.6%ETFARESAres Management$31,382,457$5,968,640 ▲23.5%214,0542.6%FinanceVGKVanguard FTSE Europe ETF$31,201,956$1,930,915 ▲6.6%444,4092.6%ETFAAPLApple$29,575,721$729,475 ▲2.5%133,1462.5%Computer and TechnologyMSFTMicrosoft$29,096,054$225,609 ▼-0.8%77,5092.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$24,569,376$5,594 ▼0.0%43,9222.0%FinanceMUBiShares National Muni Bond ETF$22,839,253$21,865,725 ▼-48.9%216,6091.9%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$19,520,789$565,748 ▲3.0%775,8661.6%ETFEWJiShares MSCI Japan ETF$19,260,355$1,079,203 ▲5.9%280,9271.6%ETFURTHiShares MSCI World ETF$17,292,797$693,140 ▼-3.9%112,8921.4%ETFIXUSiShares Core MSCI Total International Stock ETF$13,394,864$59,827 ▼-0.4%191,8761.1%ManufacturingVTIVanguard Total Stock Market ETF$12,233,314$21,437 ▼-0.2%44,5111.0%ETFNVDANVIDIA$10,905,901$805,043 ▲8.0%100,6270.9%Computer and TechnologyAMZNAmazon.com$9,534,499$12,747 ▲0.1%50,1130.8%Retail/WholesaleCOSTCostco Wholesale$9,306,475$144,704 ▲1.6%9,8400.8%Retail/WholesaleVUGVanguard Growth ETF$7,357,440$61,927 ▲0.8%19,8410.6%ETFBRK.BBerkshire Hathaway$7,152,017$192,794 ▼-2.6%13,4290.6%FinanceBKLNInvesco Senior Loan ETF$6,547,762$94,351 ▲1.5%316,3170.5%ETFPFFiShares Preferred and Income Securities ETF$6,289,325$139,514 ▲2.3%204,6640.5%ETFGOOGAlphabet$6,231,077$13,123 ▲0.2%39,8840.5%Computer and TechnologyVVisa$5,652,219$70,092 ▲1.3%16,1280.5%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$5,484,420$755,573 ▲16.0%66,2930.5%ManufacturingMETAMeta Platforms$5,475,996$93,370 ▲1.7%9,5010.5%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$5,007,286$369,869 ▲8.0%48,2630.4%ETFBABAAlibaba Group$4,958,493$66,379 ▼-1.3%37,4990.4%Retail/WholesaleGOOGLAlphabet$4,947,861$15,928 ▲0.3%31,9960.4%Computer and TechnologyHDHome Depot$4,491,335$34,817 ▼-0.8%12,2550.4%Retail/WholesaleJPMJPMorgan Chase & Co.$4,412,211$11,529 ▲0.3%17,9870.4%FinanceSHWSherwin-Williams$4,255,229$2,794 ▲0.1%12,1860.4%Basic MaterialsLLYEli Lilly and Company$4,233,615$304,761 ▲7.8%5,1260.4%MedicalBRK.ABerkshire Hathaway$3,992,208$3,992,208 ▲New Holding50.3%FinanceXOMExxon Mobil$3,596,520$47,453 ▲1.3%30,2410.3%EnergyMAMastercard$3,455,348$12,059 ▲0.4%6,3040.3%Business ServicesIWFiShares Russell 1000 Growth ETF$3,259,223$36,831 ▲1.1%9,0260.3%ETFWFCWells Fargo & Company$3,204,634$12,204 ▲0.4%44,6390.3%FinanceABBVAbbVie$3,125,410$135,978 ▲4.5%14,9170.3%MedicalSUBiShares Short-Term National Muni Bond ETF$2,985,734$340,349 ▲12.9%28,2740.2%ETFMRKMerck & Co., Inc.$2,947,270$182,213 ▼-5.8%32,8350.2%MedicalJNJJohnson & Johnson$2,718,615$37,646 ▲1.4%16,3930.2%MedicalAVGOBroadcom$2,630,660$75,009 ▲2.9%15,7120.2%Computer and TechnologyCLColgate-Palmolive$2,469,464$3,373 ▼-0.1%26,3550.2%Consumer StaplesTSLATesla$2,370,018$65,827 ▼-2.7%9,1450.2%Auto/Tires/TrucksNFLXNetflix$2,296,821$40,099 ▲1.8%2,4630.2%Consumer DiscretionaryPEPPepsiCo$2,210,266$110,956 ▲5.3%14,7410.2%Consumer StaplesCRICarter's$2,174,244$1,897,678 ▲686.2%53,1600.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,154,089$562 ▲0.0%3,8340.2%ETFISRGIntuitive Surgical$2,106,383$27,735 ▲1.3%4,2530.2%MedicalTMOThermo Fisher Scientific$1,921,731$40,306 ▼-2.1%3,8620.2%MedicalPIIPolaris$1,870,098$933,596 ▲99.7%45,6790.2%Auto/Tires/TrucksMCOMoody's$1,804,549$15,368 ▼-0.8%3,8750.1%FinanceCVXChevron$1,718,570$75,615 ▲4.6%10,2730.1%EnergyVIGVanguard Dividend Appreciation ETF$1,712,319$194 ▲0.0%8,8270.1%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$1,684,762$4,958 ▲0.3%71,3580.1%ETFQCOMQUALCOMM$1,678,813$20,584 ▲1.2%10,9290.1%Computer and TechnologyCTASCintas$1,661,710$4,727 ▼-0.3%8,0850.1%Business ServicesBXBlackstone$1,652,060$10,623 ▲0.6%11,8190.1%FinanceBACBank of America$1,631,087$10,975 ▼-0.7%39,0870.1%FinanceUNPUnion Pacific$1,570,996$26,223 ▲1.7%6,6500.1%TransportationPWRQuanta Services$1,418,579$763 ▲0.1%5,5810.1%ConstructionDFUVDimensional US Marketwide Value ETF$1,413,435$709,849 ▼-33.4%34,2980.1%ETFPAGPPlains GP$1,345,4450.0%62,9890.1%EnergyABTAbbott Laboratories$1,326,367$72,560 ▲5.8%9,9990.1%MedicalUNHUnitedHealth Group$1,320,898$65,469 ▼-4.7%2,5220.1%MedicalLINDE PLC$1,231,618$91,265 ▲8.0%2,6450.1%SHSEPDEnterprise Products Partners$1,224,295$170,325 ▼-12.2%35,8610.1%EnergyCSCOCisco Systems$1,215,193$22,709 ▲1.9%19,6920.1%Computer and TechnologyRTXRTX$1,211,607$83,582 ▲7.4%9,1470.1%AerospaceCPNGCoupang$1,207,7730.0%55,0740.1%Retail/WholesaleWMTWalmart$1,206,849$17,734 ▼-1.4%13,7470.1%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$1,187,295$28,035 ▼-2.3%12,7050.1%ETFRSGRepublic Services$1,179,804$8,476 ▼-0.7%4,8720.1%Business ServicesPGProcter & Gamble$1,157,833$27,608 ▼-2.3%6,7940.1%Consumer StaplesPGRProgressive$1,154,398$28,301 ▼-2.4%4,0790.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,148,6170.0%14,2920.1%ETFFOXFFox Factory$1,133,064$185,156 ▼-14.0%48,5460.1%Auto/Tires/TrucksMCDMcDonald's$1,118,285$11,245 ▲1.0%3,5800.1%Retail/WholesaleCRMSalesforce$1,107,790$77,824 ▲7.6%4,1280.1%Computer and TechnologyFFord Motor$1,098,228$288,524 ▲35.6%109,4940.1%Auto/Tires/TrucksKOCoca-Cola$1,092,706$1,289 ▼-0.1%15,2570.1%Consumer StaplesNOWServiceNow$1,091,508$23,884 ▲2.2%1,3710.1%Computer and TechnologyPMPhilip Morris International$1,071,586$35,714 ▲3.4%6,7510.1%Consumer StaplesACNAccenture$1,037,845$59,600 ▲6.1%3,3260.1%Computer and TechnologyMSIMotorola Solutions$1,016,595$8,318 ▲0.8%2,3220.1%Computer and TechnologyBKNGBooking$985,879$87,531 ▼-8.2%2140.1%Retail/WholesaleDISWalt Disney$970,542$19,050 ▼-1.9%9,8330.1%Consumer DiscretionaryIDEViShares Core MSCI International Developed Markets ETF$963,2890.0%13,9830.1%ETFEVREvercore$961,8520.0%4,8160.1%FinanceSAFESafehold$959,4370.0%51,2520.1%FinanceCOPConocoPhillips$954,527$9,977 ▲1.1%9,0890.1%EnergyNVONovo Nordisk A/S$954,383$12,152 ▼-1.3%13,7440.1%MedicalWMWaste Management$905,899$11,576 ▲1.3%3,9130.1%Business ServicesTMUST-Mobile US$887,611$10,935 ▲1.2%3,3280.1%Computer and TechnologyIBMInternational Business Machines$879,759$4,476 ▼-0.5%3,5380.1%Computer and TechnologyTJXTJX Companies$869,774$4,141 ▲0.5%7,1410.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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