Angeles Wealth Management, LLC Top Holdings and 13F Report (2026) About Angeles Wealth Management, LLCInvestment ActivityAngeles Wealth Management, LLC has $1.84 billion in total holdings as of March 31, 2026.Angeles Wealth Management, LLC owns shares of 524 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Angeles Wealth Management, LLC has purchased 465 new stocks and bought additional shares in 263 stocks.Angeles Wealth Management, LLC sold shares of 81 stocks and completely divested from 36 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $209,875,830Vanguard Total World Stock ETF $203,709,157Vanguard Total International Stock ETF $126,710,494SPDR Portfolio S&P 500 Value ETF $124,364,934Vanguard S&P 500 ETF $98,162,213 Largest New Holdings this Quarter 726503105 - PLAINS ALL AMERN PIPELINE L $4,305,380 Holding053604104 - AvePoint $1,783,058 Holding53115L104 - Liberty Energy $1,349,568 Holding464287390 - iShares Latin America 40 ETF $1,032,708 Holding29287L601 - TCW ETF TRUST $779,772 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 250,388 shares (about $19.31M)SPDR Portfolio S&P 500 Value ETF 125,407 shares (about $7.10M)iShares National Muni Bond ETF 64,588 shares (about $6.86M)Vanguard Total World Stock ETF 43,807 shares (about $6.06M)PLAINS ALL AMERN PIPELINE L 192,807 shares (about $4.31M) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 18,272 shares (about $6.71M)iShares Short-Term National Muni Bond ETF 17,897 shares (about $1.91M)Vanguard Total Stock Market ETF 4,201 shares (about $1.35M)Carter's 35,644 shares (about $1.27M)Intuit 2,884 shares (about $1.25M) 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$209,875,830$6,713,863 ▼-3.1%571,18411.4%ETFVTVanguard Total World Stock ETF$203,709,157$6,059,385 ▲3.1%1,472,73811.1%ETFVXUSVanguard Total International Stock ETF$126,710,494$19,307,423 ▲18.0%1,643,2436.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$124,364,934$7,095,528 ▲6.1%2,198,0376.8%ETFVOOVanguard S&P 500 ETF$98,162,213$947,717 ▲1.0%164,2745.3%ETFMUBiShares National Muni Bond ETF$81,473,798$6,856,013 ▲9.2%767,5354.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$68,739,107$667,397 ▲1.0%2,359,7363.7%ETFVGKVanguard FTSE Europe ETF$64,326,920$3,544,492 ▲5.8%780,3823.5%ETFVTVVanguard Value ETF$48,749,056$1,111,474 ▼-2.2%248,4662.7%ETFAAPLApple$46,281,072$3,685,279 ▲8.7%182,3602.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$36,029,461$22,825 ▲0.1%55,2482.0%FinanceMSFTMicrosoft$35,930,626$409,779 ▼-1.1%97,0652.0%Computer and TechnologyNVDANVIDIA$29,569,373$3,594,753 ▲13.8%169,5401.6%Computer and TechnologyEWJiShares MSCI Japan ETF$28,849,362$1,259,001 ▲4.6%341,6551.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$27,187,141$1,778,227 ▲7.0%1,088,3561.5%ETFURTHiShares MSCI World ETF$21,188,534$843,394 ▼-3.8%117,7011.2%ETFAMZNAmazon.com$20,801,175$4,185,186 ▲25.2%99,8761.1%Retail/WholesaleVYMVanguard High Dividend Yield ETF$18,234,5960.0%123,1241.0%ETFGOOGLAlphabet$18,196,633$4,204,443 ▲30.0%63,2791.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$16,715,928$1,347,733 ▼-7.5%52,1050.9%ETFIXUSiShares Core MSCI Total International Stock ETF$15,466,020$344,481 ▼-2.2%178,5090.8%ManufacturingGOOGAlphabet$15,120,280$1,135,957 ▲8.1%52,7100.8%Computer and TechnologyAVGOBroadcom$13,273,027$1,116,403 ▲9.2%42,8840.7%Computer and TechnologyBRK.BBerkshire Hathaway$11,912,404$1,174,996 ▲10.9%24,8590.6%FinanceVUGVanguard Growth ETF$11,305,518$22,713 ▼-0.2%25,8830.6%ETFCOSTCostco Wholesale$10,746,119$641,678 ▲6.4%10,7850.6%Retail/WholesaleJPMJPMorgan Chase & Co.$10,506,894$523,021 ▲5.2%35,7180.6%FinanceBKLNInvesco Senior Loan ETF$9,083,508$715,819 ▲8.6%445,0520.5%ETFPFFiShares Preferred and Income Securities ETF$8,657,720$697,420 ▲8.8%285,5450.5%ETFMETAMeta Platforms$8,277,492$841,022 ▲11.3%14,4680.5%Computer and TechnologyVVisa$8,274,039$478,441 ▲6.1%27,3760.5%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$7,840,328$1,211,463 ▼-13.4%94,9540.4%ManufacturingIDViShares International Select Dividend ETF$7,745,9200.0%182,0000.4%ETFTLHiShares 10-20 Year Treasury Bond ETF$7,129,179$541,472 ▲8.2%70,7820.4%ETFLLYEli Lilly and Company$6,859,648$673,272 ▲10.9%7,4580.4%MedicalEFAiShares MSCI EAFE ETF$6,768,310$10,781 ▲0.2%69,6830.4%FinanceTSLATesla$6,459,900$2,162,098 ▲50.3%17,3770.4%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$5,456,789$250,745 ▲4.8%85,1560.3%ETFTSMTaiwan Semiconductor Manufacturing$5,402,131$195,862 ▼-3.5%15,9420.3%Computer and TechnologyXOMExxonMobil$5,349,319$467,238 ▲9.6%31,5300.3%EnergyJNJJohnson & Johnson$4,962,307$320,212 ▲6.9%20,3010.3%MedicalMRKMerck & Co., Inc.$4,552,654$380,125 ▲9.1%37,5830.2%MedicalABBVAbbVie$4,518,298$89,605 ▲2.0%20,7750.2%MedicalMAMastercard$4,356,040$432,706 ▲11.0%8,7180.2%Business ServicesPLAINS ALL AMERN PIPELINE L$4,305,380$4,305,380 ▲New Holding192,8070.2%UNIT LTD PARTNHDHome Depot$4,231,499$225,947 ▼-5.1%12,8660.2%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$4,146,5600.0%44,0000.2%ETFWFCWells Fargo & Company$4,034,874$168,455 ▲4.4%50,6830.2%FinanceGLDSPDR Gold Shares$4,010,088$3,070,815 ▲326.9%9,3200.2%FinanceSHWSherwin-Williams$3,895,324$14,745 ▲0.4%12,1520.2%Basic MaterialsBABAAlibaba Group$3,804,073$27,476 ▲0.7%30,3210.2%Retail/WholesaleGEGE Aerospace$3,754,628$422,676 ▲12.7%13,2090.2%AerospacePWRQuanta Services$3,739,924$43,373 ▼-1.1%6,8120.2%ConstructionVWOVanguard FTSE Emerging Markets ETF$3,701,754$8,702 ▲0.2%68,4880.2%ETFBRK.ABerkshire Hathaway$3,590,7000.0%50.2%FinanceCVXChevron$3,265,917$557,389 ▲20.6%15,7850.2%EnergyWALMART INC$3,078,529$364,319 ▲13.4%24,7250.2%COMPEPPepsiCo$3,007,501$79,353 ▲2.7%19,3670.2%Consumer StaplesGE VERNOVA INC$2,955,573$206,122 ▲7.5%3,3840.2%COMNFLXNetflix$2,778,447$219,414 ▲8.6%28,8970.2%Consumer DiscretionaryCTASCintas$2,774,234$42,116 ▲1.5%16,4020.2%Business ServicesIWFiShares Russell 1000 Growth ETF$2,765,858$245,162 ▼-8.1%6,4870.2%ETFSCHBSchwab US Broad Market ETF$2,730,904$12,349 ▲0.5%108,8010.1%ETFRTXRTX$2,657,577$210,646 ▲8.6%13,7770.1%AerospaceMUMicron Technology$2,482,770$299,109 ▲13.7%7,3460.1%Computer and TechnologyTMOThermo Fisher Scientific$2,417,729$18,204 ▲0.8%4,9140.1%MedicalIVViShares Core S&P 500 ETF$2,381,406$66,622 ▼-2.7%3,6460.1%ETFCLColgate-Palmolive$2,367,888$141,398 ▲6.4%27,7820.1%Consumer StaplesCSCOCisco Systems$2,290,457$244,874 ▲12.0%29,5200.1%Computer and TechnologyTJXTJX Companies$2,268,539$109,395 ▲5.1%14,2050.1%Retail/WholesaleMCDMcDonald's$2,266,449$100,379 ▲4.6%7,2930.1%Retail/WholesaleBACBank of America$2,234,895$93,015 ▲4.3%45,8440.1%FinanceISRGIntuitive Surgical$2,195,695$63,156 ▲3.0%4,7630.1%MedicalLAM RESEARCH CORP$2,172,400$430,930 ▲24.7%10,1580.1%COM NEWSUBiShares Short-Term National Muni Bond ETF$2,153,169$1,905,988 ▼-47.0%20,2180.1%ETFUNPUnion Pacific$2,131,174$61,868 ▲3.0%8,7840.1%TransportationWHRWhirlpool$2,086,542$1,383,749 ▲196.9%38,6970.1%Consumer DiscretionaryFOXFFox Factory$1,980,401$422,726 ▲27.1%120,3160.1%Auto/Tires/TrucksFNDXSchwab Fundamental U.S. Large Company ETF$1,969,775$90,318 ▲4.8%70,7280.1%ETFPAGPPlains GP$1,964,1060.0%80,8940.1%EnergySCHFSchwab International Equity ETF$1,963,863$52,297 ▲2.7%79,3480.1%ETFQCOMQualcomm$1,888,051$383,122 ▲25.5%14,6610.1%Computer and TechnologyETNEaton$1,855,592$257,522 ▲16.1%5,1880.1%IndustrialsAVPTAvePoint$1,783,058$1,783,058 ▲New Holding187,4930.1%Computer and TechnologyMCOMoody's$1,748,054$11,779 ▼-0.7%4,0070.1%FinanceIVWiShares S&P 500 Growth ETF$1,622,5630.0%14,3450.1%ETFAMATApplied Materials$1,613,591$22,900 ▼-1.4%4,7210.1%Computer and TechnologyPMPhilip Morris International$1,612,480$187,909 ▲13.2%9,6710.1%Consumer StaplesFRDMFreedom 100 Emerging Markets ETF$1,605,508$14,542 ▼-0.9%29,2570.1%ETFIWMiShares Russell 2000 ETF$1,594,144$31,000 ▲2.0%6,4280.1%FinanceBXBlackstone$1,503,609$14,604 ▼-1.0%13,0760.1%FinanceIWDiShares Russell 1000 Value ETF$1,488,425$7,265 ▲0.5%6,9660.1%ETFKOCocaCola$1,473,979$156,884 ▲11.9%19,2510.1%Consumer StaplesNOWServiceNow$1,465,582$523,377 ▲55.5%14,0180.1%Computer and TechnologyGSThe Goldman Sachs Group$1,464,375$14,381 ▼-1.0%1,7310.1%FinanceEVREvercore$1,460,311$23,582 ▲1.6%4,8920.1%FinanceLINDE PLC$1,446,628$115,512 ▲8.7%2,9180.1%SHSCMICummins$1,419,297$12,374 ▲0.9%2,6380.1%Auto/Tires/TrucksCOPConocoPhillips$1,417,680$164,208 ▲13.1%10,7400.1%EnergyHCAHCA Healthcare$1,416,881$60,101 ▲4.4%2,9940.1%MedicalShowing 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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