Angeles Wealth Management, LLC Top Holdings and 13F Report (2026) About Angeles Wealth Management, LLCInvestment ActivityAngeles Wealth Management, LLC has $2.27 billion in total holdings as of September 30, 2026.Angeles Wealth Management, LLC owns shares of 594 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 7.68% of the portfolio was purchased this quarter.About 6.06% of the portfolio was sold this quarter.This quarter, Angeles Wealth Management, LLC has purchased 628 new stocks and bought additional shares in 151 stocks.Angeles Wealth Management, LLC sold shares of 282 stocks and completely divested from 72 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $269,899,216Vanguard Total World Stock ETF $248,444,634Vanguard Total International Stock ETF $152,432,826SPDR Portfolio S&P 500 Value ETF $148,391,925Vanguard S&P 500 ETF $119,623,190 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $4,767,839 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,442,572 Holding00370M103 - ABIVAX SA $496,783 Holding25239Y196 - DFA INVT DIMENSIONS GROUP IN $481,043 Holding316841105 - FIGMA INC $420,400 Holding Largest Purchases this Quarter iShares Short-Term National Muni Bond ETF 654,504 shares (about $68.42M)Vanguard Short-Term Treasury ETF 710,804 shares (about $40.91M)Vanguard Total World Stock ETF 58,624 shares (about $9.25M)SPDR Portfolio S&P 500 Value ETF 116,047 shares (about $7.09M)Vanguard Total International Stock ETF 73,223 shares (about $6.22M) Largest Sales this Quarter iShares National Muni Bond ETF 673,785 shares (about $68.12M)SPDR S&P 500 ETF Trust 107,904 shares (about $10.46M)iShares 10-20 Year Treasury Bond ETF 62,038 shares (about $5.72M)Apple 5,869 shares (about $1.95M)Amazon.com 6,105 shares (about $1.52M) 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$269,899,216$4,016,919 ▲1.5%2,912,91411.9%ETFVTVanguard Total World Stock ETF$248,444,634$9,254,637 ▲3.9%1,573,78610.9%ETFVXUSVanguard Total International Stock ETF$152,432,826$6,221,618 ▲4.3%1,794,0016.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$148,391,925$7,094,898 ▲5.0%2,427,1586.5%ETFVOOVanguard S&P 500 ETF$119,623,190$2,284,985 ▲1.9%170,6675.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$91,027,842$3,859,616 ▲4.4%2,533,2554.0%ETFVGKVanguard FTSE Europe ETF$74,203,684$3,258,573 ▲4.6%854,8093.3%ETFSUBiShares Short-Term National Muni Bond ETF$71,426,750$68,421,852 ▲2,277.0%683,2483.1%ETFAAPLApple$62,517,440$1,954,503 ▼-3.0%187,7282.8%TechnologyVTVVanguard Value ETF$53,542,434$250,221 ▼-0.5%247,7902.4%ETFMSFTMicrosoft$51,815,614$1,041,698 ▼-2.0%101,0252.3%TechnologySPYSPDR S&P 500 ETF Trust$48,315,427$10,455,692 ▼-17.8%498,6212.1%ETFVGSHVanguard Short-Term Treasury ETF$40,986,816$40,913,830 ▲56,057.1%712,0721.8%ETFNVDANVIDIA$39,731,085$747,594 ▼-1.8%173,7851.7%TechnologyEWJiShares MSCI Japan ETF$36,482,052$1,323,607 ▲3.8%374,3001.6%ETFAMZNAmazon.com$28,009,194$1,521,061 ▼-5.2%112,4191.2%Consumer DiscretionarySJNKSPDR Bloomberg Short Term High Yield Bond ETF$26,730,637$113,587 ▼-0.4%1,102,2921.2%ETFGOOGLAlphabet$23,618,934$1,342,251 ▼-5.4%68,6441.0%Communication ServicesURTHiShares MSCI World ETF$23,208,506$5,156 ▼0.0%112,5371.0%ETFGOOGAlphabet$19,694,561$116,193 ▼-0.6%57,7990.9%Communication ServicesVTIVanguard Total Stock Market ETF$19,222,182$388,089 ▼-2.0%51,3630.8%ETFVYMVanguard High Dividend Yield ETF$19,080,9920.0%122,9450.8%ETFIXUSiShares Core MSCI Total International Stock ETF$16,957,900$15,673 ▲0.1%178,5230.7%ETFAVGOBroadcom$15,318,908$466,732 ▼-3.0%43,6200.7%TechnologyVUGVanguard Growth ETF$14,013,547$57,040 ▼-0.4%155,5160.6%ETFBRK.BBerkshire Hathaway$12,991,018$295,284 ▼-2.2%26,0890.6%FinanceJPMJPMorgan Chase & Co.$12,186,883$414,203 ▼-3.3%36,8370.5%FinanceVVisa$11,156,549$92,348 ▼-0.8%31,0480.5%FinanceEFAiShares MSCI EAFE ETF$10,665,555$201,235 ▲1.9%102,6620.5%ETFMUBiShares National Muni Bond ETF$10,605,889$68,119,622 ▼-86.5%104,9050.5%ETFCOSTCostco Wholesale$10,205,476$234,860 ▼-2.2%11,2110.4%Consumer StaplesBKLNInvesco Senior Loan ETF$9,420,183$354,522 ▲3.9%461,0950.4%ETFMETAMeta Platforms$9,409,122$155,912 ▼-1.6%12,9750.4%Communication ServicesMUMicron Technology$9,108,991$23,433 ▼-0.3%8,5520.4%TechnologyLLYEli Lilly and Company$8,988,197$182,819 ▼-2.0%7,7680.4%HealthcarePFFiShares Preferred and Income Securities ETF$8,821,123$417,543 ▲5.0%299,0210.4%ETFIDViShares International Select Dividend ETF$7,678,5800.0%182,0000.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,516,249$1,004,684 ▼-11.8%92,5650.3%ETFTSMTaiwan Semiconductor Manufacturing$7,410,677$34,294 ▼-0.5%16,2070.3%TechnologyTSLATesla$6,662,977$273,204 ▼-3.9%18,7790.3%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$6,504,623$266,978 ▼-3.9%92,1200.3%ETFABBVAbbVie$6,088,337$43,163 ▼-0.7%23,2740.3%HealthcareJNJJohnson & Johnson$5,375,184$116,219 ▼-2.1%20,3040.2%HealthcareGLDSPDR Gold Shares$5,144,006$270,396 ▼-5.0%13,5070.2%ETFMRKMerck & Co., Inc.$5,067,454$353,577 ▼-6.5%34,6690.2%HealthcareMAMastercard$5,054,524$263,038 ▲5.5%9,1660.2%FinanceEXXONMOBIL HOLDINGS CORP$4,767,839$4,767,839 ▲New Holding29,2970.2%COM SHSPLAINS ALL AMERN PIPELINE L$4,673,646$92,271 ▼-1.9%197,0340.2%UNIT LTD PARTNAMDAdvanced Micro Devices$4,585,753$146,211 ▼-3.1%7,4960.2%TechnologyVYMIVanguard International High Dividend Yield ETF$4,449,7200.0%44,0000.2%ETFSHWSherwin-Williams$4,116,843$13,254 ▼-0.3%12,7350.2%MaterialsPWRQuanta Services$4,116,562$36,623 ▼-0.9%6,4070.2%IndustrialsQQQInvesco QQQ$4,093,323$11,848 ▲0.3%5,5280.2%ETFWFCWells Fargo & Company$3,944,864$120,155 ▼-3.0%49,2800.2%FinanceVWOVanguard FTSE Emerging Markets ETF$3,876,591$427,622 ▼-9.9%65,3620.2%ETFGEGE Aerospace$3,831,617$258,273 ▼-6.3%12,2690.2%IndustrialsIVWiShares S&P 500 Growth ETF$3,744,8520.0%26,3240.2%ETFBRK.ABerkshire Hathaway$3,735,0250.0%50.2%FinanceTMOThermo Fisher Scientific$3,551,219$149,966 ▲4.4%5,2570.2%HealthcareHDHome Depot$3,445,174$139,116 ▼-3.9%12,1100.2%Consumer DiscretionaryCTASCintas$3,380,975$33,940 ▲1.0%17,3330.1%IndustrialsIWFiShares Russell 1000 Growth ETF$3,294,530$63,756 ▲2.0%26,3020.1%ETFBABAAlibaba Group$3,269,216$2,258 ▼-0.1%30,4000.1%Consumer DiscretionaryLAM RESEARCH CORP$3,262,735$179,546 ▼-5.2%9,9220.1%COM NEWCSCOCisco Systems$3,244,399$225,054 ▼-6.5%30,1440.1%TechnologySCHBSchwab US Broad Market ETF$3,189,425$469 ▲0.0%108,8170.1%ETFGE VERNOVA INC$3,178,441$217,662 ▼-6.4%3,3440.1%COMCVXChevron$3,064,579$258,326 ▼-7.8%15,0070.1%EnergyFRDMFreedom 100 Emerging Markets ETF$3,036,874$74,577 ▼-2.4%43,4090.1%ETFAPHAmphenol$2,802,724$1,640,874 ▲141.2%33,1980.1%TechnologyIVViShares Core S&P 500 ETF$2,679,010$9,190 ▼-0.3%3,4980.1%ETFQCOMQualcomm$2,672,456$35,152 ▼-1.3%14,5210.1%TechnologyINTCIntel$2,657,003$80,796 ▼-3.0%22,0990.1%TechnologyUNPUnion Pacific$2,600,746$16,328 ▼-0.6%9,5570.1%IndustrialsPANWPalo Alto Networks$2,583,707$83,832 ▼-3.1%6,5030.1%TechnologyETNEaton$2,508,217$149,109 ▲6.3%5,8370.1%IndustrialsRTXRTX$2,462,826$45,113 ▼-1.8%13,2660.1%IndustrialsIWMiShares Russell 2000 ETF$2,458,2150.0%8,8460.1%ETFWALMART INC$2,404,605$238,808 ▼-9.0%23,1390.1%COMSTXSeagate Technology$2,403,697$81,231 ▼-3.3%2,6040.1%TechnologyCLColgate-Palmolive$2,394,108$30,460 ▼-1.3%28,0600.1%Consumer StaplesPAGPPlains GP$2,384,250$191,660 ▲8.7%92,0560.1%EnergyBACBank of America$2,355,960$218,048 ▼-8.5%43,2840.1%FinanceNOWServiceNow$2,341,289$276,061 ▲13.4%17,4710.1%TechnologySCHFSchwab International Equity ETF$2,311,875$165 ▲0.0%84,1600.1%ETFAMATApplied Materials$2,260,811$746,615 ▼-24.8%4,4210.1%TechnologyIWDiShares Russell 1000 Value ETF$2,237,320$31,239 ▲1.4%9,0240.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$2,225,8100.0%70,7280.1%ETFFOXFFox Factory$2,206,017$2,021 ▼-0.1%120,0880.1%Consumer DiscretionaryPEPPepsiCo$2,180,978$184,251 ▼-7.8%17,2110.1%Consumer StaplesWHRWhirlpool$1,997,575$795,809 ▲66.2%65,1100.1%Consumer DiscretionaryAXPAmerican Express$1,976,346$97,920 ▲5.2%6,4990.1%FinanceCRWDCrowdStrike$1,905,671$1,401,587 ▲278.0%7,1980.1%TechnologyCRMSalesforce$1,881,677$154,334 ▲8.9%8,1810.1%TechnologyTJXTJX Companies$1,834,875$106,377 ▼-5.5%13,8680.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$1,819,761$10,433 ▼-0.6%25,2920.1%ETFNFLXNetflix$1,780,204$212,080 ▼-10.6%25,5850.1%Communication ServicesADIAnalog Devices$1,751,871$166,618 ▼-8.7%4,4160.1%TechnologyMCOMoody's$1,751,125$122,615 ▼-6.5%3,8560.1%FinancePMPhilip Morris International$1,746,008$100,944 ▼-5.5%9,1500.1%Consumer StaplesShowing largest 100 holdings. 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