Angeles Wealth Management, LLC Top Holdings and 13F Report (2026)

About Angeles Wealth Management, LLC

Investment Activity

Angeles Wealth Management, LLC has $2.19 billion in total holdings as of June 30, 2026.
Angeles Wealth Management, LLC owns shares of 628 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 18.42% of the portfolio was purchased this quarter.
About 0.75% of the portfolio was sold this quarter.
This quarter, Angeles Wealth Management, LLC has purchased 524 new stocks and bought additional shares in 286 stocks.
Angeles Wealth Management, LLC sold shares of 112 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Vanguard Mega Cap Growth ETF: $252,281,044
Vanguard Total World Stock ETF: $237,826,475
Vanguard Total International Stock ETF: $147,123,186
SPDR Portfolio S&P 500 Value ETF: $140,511,398
Vanguard S&P 500 ETF: $114,985,842

Largest New Holdings this Quarter

74967X103 - RH: $2,471,279 Holding
46429B655 - iShares Floating Rate Bond ETF: $1,458,141 Holding
88339P101 - RealReal: $1,290,062 Holding
G50871105 - Jazz Pharmaceuticals: $1,221,236 Holding
92840M102 - Vistra: $993,182 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF: 2,298,377 shares (about $202.06M)
SPDR S&P 500 ETF Trust: 551,277 shares (about $42.87M)
Vanguard Growth ETF: 130,266 shares (about $11.22M)
SPDR Portfolio S&P 500 Value ETF: 113,074 shares (about $6.87M)
Vanguard Total World Stock ETF: 42,424 shares (about $6.66M)

Largest Sales this Quarter

iShares MSCI World ETF: 5,139 shares (about $1.04M)
Meta Platforms: 1,278 shares (about $719.88K)
Ares Management: 6,063 shares (about $674.87K)
Intuitive Surgical: 1,258 shares (about $500.28K)
Cigna Group: 1,363 shares (about $375.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MGK Vanguard Mega Cap Growth ETF	$252,281,044	$202,064,688 â–²	402.4%	2,869,561	11.5%	ETF
VT Vanguard Total World Stock ETF	$237,826,475	$6,659,057 â–²	2.9%	1,515,162	10.9%	ETF
VXUS Vanguard Total International Stock ETF	$147,123,186	$6,629,092 â–²	4.7%	1,720,778	6.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$140,511,398	$6,874,696 â–²	5.1%	2,311,111	6.4%	ETF
VOO Vanguard S&P 500 ETF	$114,985,842	$2,151,945 â–²	1.9%	167,407	5.3%	ETF
MUB iShares National Muni Bond ETF	$83,802,608	$1,200,501 â–²	1.5%	778,690	3.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$82,098,542	$2,237,312 â–²	2.8%	2,425,844	3.7%	ETF
VGK Vanguard FTSE Europe ETF	$72,367,058	$3,266,418 â–²	4.7%	817,271	3.3%	ETF
AAPL Apple	$56,019,278	$3,251,541 â–²	6.2%	193,597	2.6%	Computer and Technology
VTV Vanguard Value ETF	$54,253,181	$105,042 â–²	0.2%	248,948	2.5%	ETF
SPY SPDR S&P 500 ETF Trust	$47,161,565	$42,865,646 â–²	997.8%	606,525	2.2%	Finance
MSFT Microsoft	$38,441,909	$2,234,760 â–²	6.2%	103,056	1.8%	Computer and Technology
NVDA NVIDIA	$35,426,951	$1,503,677 â–²	4.4%	177,055	1.6%	Computer and Technology
EWJ iShares MSCI Japan ETF	$33,647,218	$1,778,344 â–²	5.6%	360,720	1.5%	ETF
AMZN Amazon.com	$28,249,010	$4,444,564 â–²	18.7%	118,524	1.3%	Retail/Wholesale
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$27,707,607	$466,059 â–²	1.7%	1,106,976	1.3%	ETF
GOOGL Alphabet	$25,925,298	$3,311,377 â–²	14.6%	72,545	1.2%	Computer and Technology
URTH iShares MSCI World ETF	$22,809,564	$1,041,367 â–¼	-4.4%	112,562	1.0%	ETF
GOOG Alphabet	$20,542,646	$1,918,586 â–²	10.3%	58,140	0.9%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$19,428,925	$28,287 â–¼	-0.1%	122,945	0.9%	Financial Services
VTI Vanguard Total Stock Market ETF	$19,390,000	$109,161 â–²	0.6%	52,400	0.9%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$17,022,488	$14,411 â–¼	-0.1%	178,358	0.8%	Manufacturing
AVGO Broadcom	$16,979,485	$780,054 â–²	4.8%	44,949	0.8%	Computer and Technology
VUG Vanguard Growth ETF	$13,450,675	$11,221,113 â–²	503.3%	156,149	0.6%	ETF
BRK.B Berkshire Hathaway	$13,351,406	$912,211 â–²	7.3%	26,682	0.6%	Finance
JPM JPMorgan Chase & Co.	$12,467,770	$776,106 â–²	6.6%	38,089	0.6%	Finance
V Visa	$10,740,495	$1,348,008 â–²	14.4%	31,305	0.5%	Business Services
COST Costco Wholesale	$10,728,550	$639,840 â–²	6.3%	11,469	0.5%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$10,463,313	$3,224,643 â–²	44.5%	100,725	0.5%	Finance
MU Micron Technology	$9,897,067	$1,417,495 â–²	16.7%	8,574	0.5%	Computer and Technology
LLY Eli Lilly and Company	$9,506,682	$561,333 â–²	6.3%	7,926	0.4%	Medical
BKLN Invesco Senior Loan ETF	$9,039,024	$26,685 â–¼	-0.3%	443,742	0.4%	ETF
PFF iShares Preferred and Income Securities ETF	$8,685,602	$20,672 â–¼	-0.2%	284,867	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$8,616,436	$819,784 â–²	10.5%	104,938	0.4%	Manufacturing
TSLA Tesla	$8,222,309	$913,543 â–²	12.5%	19,549	0.4%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$7,790,700	$162,685 â–²	2.1%	16,282	0.4%	Computer and Technology
IDV iShares International Select Dividend ETF	$7,540,260		0.0%	182,000	0.3%	ETF
META Meta Platforms	$7,429,720	$719,877 â–¼	-8.8%	13,190	0.3%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$7,081,515	$21,475 â–¼	-0.3%	70,568	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,832,951	$765,582 â–²	12.6%	95,901	0.3%	ETF
ABBV AbbVie	$5,898,228	$670,373 â–²	12.8%	23,439	0.3%	Medical
JNJ Johnson & Johnson	$5,268,006	$112,253 â–²	2.2%	20,743	0.2%	Medical
GLD SPDR Gold Shares	$5,237,258	$1,803,957 â–²	52.5%	14,217	0.2%	Finance
GE GE Aerospace	$4,894,522	$42,233 â–¼	-0.9%	13,096	0.2%	Aerospace
MRK Merck & Co., Inc.	$4,797,136	$64,026 â–¼	-1.3%	37,088	0.2%	Medical
PWR Quanta Services	$4,654,339	$250,574 â–¼	-5.1%	6,464	0.2%	Construction
LAM RESEARCH CORP	$4,538,821	$134,413 â–²	3.1%	10,468	0.2%	COM NEW
AMD Advanced Micro Devices	$4,493,339	$649,457 â–²	16.9%	7,735	0.2%	Computer and Technology
PLAINS ALL AMERN PIPELINE L	$4,472,568	$180,684 â–²	4.2%	200,924	0.2%	UNIT LTD PARTN
MA Mastercard	$4,462,437	$14,894 â–¼	-0.3%	8,689	0.2%	Business Services
HD Home Depot	$4,443,415	$94,166 â–¼	-2.1%	12,599	0.2%	Retail/Wholesale
SHW Sherwin-Williams	$4,399,032	$214,856 â–²	5.1%	12,776	0.2%	Basic Materials
VWO Vanguard FTSE Emerging Markets ETF	$4,331,833	$243,775 â–²	6.0%	72,572	0.2%	ETF
XOM ExxonMobil	$4,321,670	$10,937 â–²	0.3%	31,610	0.2%	Energy
VYMI Vanguard International High Dividend Yield ETF	$4,320,800		0.0%	44,000	0.2%	ETF
AMAT Applied Materials	$4,251,963	$838,680 â–²	24.6%	5,881	0.2%	Computer and Technology
GE VERNOVA INC	$4,199,561	$222,143 â–²	5.6%	3,573	0.2%	COM
WFC Wells Fargo & Company	$4,196,542	$8,099 â–²	0.2%	50,781	0.2%	Finance
QQQ Invesco QQQ	$4,063,740	$2,488,230 â–²	157.9%	5,512	0.2%	Finance
CSCO Cisco Systems	$3,786,323	$318,904 â–²	9.2%	32,235	0.2%	Computer and Technology
BRK.A Berkshire Hathaway	$3,744,250		0.0%	5	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$3,620,340	$1,647,472 â–²	83.5%	26,324	0.2%	ETF
FRDM Freedom 100 Emerging Markets ETF	$3,256,887	$1,114,408 â–²	52.0%	44,475	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$3,202,659	$2,397,183 â–²	297.6%	25,793	0.1%	ETF
INTC Intel	$3,179,561	$511,612 â–²	19.2%	22,771	0.1%	Computer and Technology
SCHB Schwab US Broad Market ETF	$3,150,876		0.0%	108,801	0.1%	ETF
SUB iShares Short-Term National Muni Bond ETF	$3,060,330	$907,750 â–²	42.2%	28,744	0.1%	ETF
BABA Alibaba Group	$2,951,811	$9,703 â–²	0.3%	30,421	0.1%	Retail/Wholesale
CTAS Cintas	$2,918,403	$128,751 â–²	4.6%	17,159	0.1%	Business Services
WALMART INC	$2,880,995	$80,641 â–²	2.9%	25,437	0.1%	COM
QCOM Qualcomm	$2,718,641	$9,424 â–²	0.3%	14,712	0.1%	Computer and Technology
CVX Chevron	$2,697,247	$80,725 â–²	3.1%	16,272	0.1%	Energy
BAC Bank of America	$2,694,590	$82,393 â–²	3.2%	47,290	0.1%	Finance
IWM iShares Russell 2000 ETF	$2,657,781	$726,488 â–²	37.6%	8,846	0.1%	Finance
IVV iShares Core S&P 500 ETF	$2,628,972	$101,863 â–¼	-3.7%	3,510	0.1%	ETF
UNP Union Pacific	$2,615,824	$226,576 â–²	9.5%	9,617	0.1%	Transportation
CL Colgate-Palmolive	$2,605,301	$58,217 â–²	2.3%	28,417	0.1%	Consumer Staples
STX Seagate Technology	$2,599,770	$162,244 â–¼	-5.9%	2,692	0.1%	Computer and Technology
RTX RTX	$2,563,056	$50,848 â–¼	-1.9%	13,509	0.1%	Aerospace
PEP PepsiCo	$2,527,241	$95,051 â–¼	-3.6%	18,665	0.1%	Consumer Staples
TMO Thermo Fisher Scientific	$2,526,706	$60,721 â–²	2.5%	5,035	0.1%	Medical
RH RH	$2,471,279	$2,471,279 â–²	New Holding	15,002	0.1%	Consumer Staples
APH Amphenol	$2,429,961	$827,055 â–²	51.6%	13,762	0.1%	Computer and Technology
ETN Eaton	$2,339,399	$128,688 â–²	5.8%	5,490	0.1%	Industrials
SCHF Schwab International Equity ETF	$2,331,066	$133,126 â–²	6.1%	84,154	0.1%	ETF
PANW Palo Alto Networks	$2,289,608	$298,051 â–²	15.0%	6,714	0.1%	Computer and Technology
TJX TJX Companies	$2,222,808	$70,751 â–²	3.3%	14,672	0.1%	Retail/Wholesale
FNDX Schwab Fundamental U.S. Large Company ETF	$2,199,641		0.0%	70,728	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$2,157,142	$468,375 â–²	27.7%	8,898	0.1%	ETF
AVPT AvePoint	$2,101,797		0.0%	187,493	0.1%	Computer and Technology
AXP American Express	$2,089,370	$776,284 â–²	59.1%	6,177	0.1%	Finance
CAT Caterpillar	$2,073,379	$181,035 â–²	9.6%	1,947	0.1%	Industrials
PAGP Plains GP	$2,054,601	$91,304 â–²	4.7%	84,656	0.1%	Energy
NFLX Netflix	$2,044,396	$18,850 â–¼	-0.9%	28,633	0.1%	Consumer Discretionary
FOXF Fox Factory	$2,036,755	$2,000 â–¼	-0.1%	120,198	0.1%	Auto/Tires/Trucks
IJH iShares Core S&P Mid-Cap ETF	$1,961,449	$521,418 â–²	36.2%	25,437	0.1%	ETF
ADI Analog Devices	$1,920,714	$222,812 â–²	13.1%	4,836	0.1%	Computer and Technology
GS The Goldman Sachs Group	$1,909,426	$158,782 â–²	9.1%	1,888	0.1%	Finance
CMI Cummins	$1,907,837	$26,389 â–²	1.4%	2,675	0.1%	Auto/Tires/Trucks
PG Procter & Gamble	$1,878,458	$607,969 â–²	47.9%	12,810	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Angeles Wealth Management, LLC Top Holdings and 13F Report (2026)

About Angeles Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Angeles Wealth Management, LLC Top Holdings and 13F Report (2026)

About Angeles Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAngeles Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools