Angeles Wealth Management
Latest statistics and disclosures from Angeles Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGK, VT, VXUS, SPYV, VOO, and represent 41.33% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SUB (+$68M), VGSH (+$41M), VT (+$9.3M), SPYV (+$7.1M), VXUS (+$6.2M), XOM, MGK, SCHG, VGK, VOO.
- Started 38 new stock positions in RSPS, BNDI, VFH, DFSV, IAUI, TWLO, TM, LQD, ADSK, XOM.
- Reduced shares in these 10 stocks: MUB (-$68M), SPY (-$11M), TLH (-$5.7M), , RH, AAPL, AMZN, GOOGL, VV, VLO.
- Sold out of its positions in APD, Alight Cl A Ord, AVLV, BUD, APO.PA, APP, BCS, TECH, BA.PA, LNG.
- Angeles Wealth Management was a net buyer of stock by $37M.
- Angeles Wealth Management has $2.3B in assets under management (AUM), dropping by 3.72%.
- Central Index Key (CIK): 0001929170
Tip: Access up to 7 years of quarterly data
Positions held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 594 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Angeles Wealth Management has 594 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Angeles Wealth Management Sept. 30, 2026 positions
- Download the Angeles Wealth Management September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mrngstr Mega Cap (MGK) | 11.9 | $270M | 2.9M | 92.66 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 10.9 | $248M | +3% | 1.6M | 157.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.7 | $152M | +4% | 1.8M | 84.97 |
|
| Spdr Series Trust St Str P500val (SPYV) | 6.5 | $148M | +5% | 2.4M | 61.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.3 | $120M | 171k | 700.92 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.0 | $91M | +4% | 2.5M | 35.93 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 3.3 | $74M | +4% | 855k | 86.81 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 3.1 | $71M | +2277% | 683k | 104.54 |
|
| Apple (AAPL) | 2.8 | $63M | -3% | 188k | 333.02 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 2.4 | $54M | 248k | 216.08 |
|
|
| Microsoft Corporation (MSFT) | 2.3 | $52M | 101k | 512.90 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $48M | -17% | 499k | 96.90 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.8 | $41M | +56057% | 712k | 57.56 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $40M | 174k | 228.62 |
|
|
| Ishares Msci Japan Etf (EWJ) | 1.6 | $37M | +3% | 374k | 97.47 |
|
| Amazon (AMZN) | 1.2 | $28M | -5% | 112k | 249.15 |
|
| Spdr Series Trust St Term High Etf (SJNK) | 1.2 | $27M | 1.1M | 24.25 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $24M | -5% | 69k | 344.08 |
|
| Ishares Msci World Etf (URTH) | 1.0 | $23M | 113k | 206.23 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $20M | 58k | 340.74 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.8 | $19M | 51k | 374.24 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $19M | 123k | 155.20 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $17M | 179k | 94.99 |
|
|
| Broadcom (AVGO) | 0.7 | $15M | -2% | 44k | 351.19 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.6 | $14M | 156k | 90.11 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $13M | -2% | 26k | 497.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $12M | -3% | 37k | 330.83 |
|
| Visa Com Cl A (V) | 0.5 | $11M | 31k | 359.33 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $11M | 103k | 103.89 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $11M | -86% | 105k | 101.10 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $10M | -2% | 11k | 910.31 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $9.4M | +3% | 461k | 20.43 |
|
| Meta Platforms Cl A (META) | 0.4 | $9.4M | 13k | 725.17 |
|
|
| Micron Technology (MU) | 0.4 | $9.1M | 8.6k | 1065.13 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $9.0M | 7.8k | 1157.08 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $8.8M | +4% | 299k | 29.50 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $7.7M | 182k | 42.19 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $7.5M | -11% | 93k | 81.20 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $7.4M | 16k | 457.25 |
|
|
| Tesla Motors (TSLA) | 0.3 | $6.7M | -3% | 19k | 354.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.5M | -3% | 92k | 70.61 |
|
| Abbvie (ABBV) | 0.3 | $6.1M | 23k | 261.59 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $5.4M | -2% | 20k | 264.74 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $5.1M | -4% | 14k | 380.84 |
|
| Merck & Co (MRK) | 0.2 | $5.1M | -6% | 35k | 146.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $5.1M | +5% | 9.2k | 551.44 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $4.8M | NEW | 29k | 162.74 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $4.7M | 197k | 23.72 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $4.6M | -3% | 7.5k | 611.76 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $4.4M | 44k | 101.13 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $4.1M | 13k | 323.27 |
|
|
| Quanta Services (PWR) | 0.2 | $4.1M | 6.4k | 642.51 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.1M | 5.5k | 740.47 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $3.9M | -2% | 49k | 80.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.9M | -9% | 65k | 59.31 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.8M | -6% | 12k | 312.30 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.7M | 26k | 142.26 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.7M | 5.00 | 747005.00 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $3.6M | +4% | 5.3k | 675.52 |
|
| Home Depot (HD) | 0.2 | $3.4M | -3% | 12k | 284.49 |
|
| Cintas Corporation (CTAS) | 0.1 | $3.4M | 17k | 195.06 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.3M | 26k | 125.26 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.3M | 30k | 107.54 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.3M | -5% | 9.9k | 328.84 |
|
| Cisco Systems (CSCO) | 0.1 | $3.2M | -6% | 30k | 107.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.2M | 109k | 29.31 |
|
|
| Ge Vernova (GEV) | 0.1 | $3.2M | -6% | 3.3k | 950.49 |
|
| Chevron Corporation (CVX) | 0.1 | $3.1M | -7% | 15k | 204.21 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $3.0M | -2% | 43k | 69.96 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.8M | +141% | 33k | 84.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.7M | 3.5k | 765.87 |
|
|
| Qualcomm (QCOM) | 0.1 | $2.7M | 15k | 184.04 |
|
|
| Intel Corporation (INTC) | 0.1 | $2.7M | -2% | 22k | 120.23 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.6M | 9.6k | 272.13 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $2.6M | -3% | 6.5k | 397.31 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.5M | +6% | 5.8k | 429.71 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | 13k | 185.65 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.5M | 8.8k | 277.89 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $2.4M | -9% | 23k | 103.92 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.4M | -3% | 2.6k | 923.08 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | 28k | 85.32 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $2.4M | +8% | 92k | 25.90 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.4M | -8% | 43k | 54.43 |
|
| Servicenow (NOW) | 0.1 | $2.3M | +13% | 18k | 134.01 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.3M | 84k | 27.47 |
|
|
| Applied Materials (AMAT) | 0.1 | $2.3M | -24% | 4.4k | 511.38 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | 9.0k | 247.93 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $2.2M | 71k | 31.47 |
|
|
| Fox Factory Hldg (FOXF) | 0.1 | $2.2M | 120k | 18.37 |
|
|
| Pepsi (PEP) | 0.1 | $2.2M | -7% | 17k | 126.72 |
|
| Whirlpool Corporation (WHR) | 0.1 | $2.0M | +66% | 65k | 30.68 |
|
| American Express Company (AXP) | 0.1 | $2.0M | +5% | 6.5k | 304.10 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.9M | +278% | 7.2k | 264.75 |
|
| salesforce (CRM) | 0.1 | $1.9M | +8% | 8.2k | 230.01 |
|
| TJX Companies (TJX) | 0.1 | $1.8M | -5% | 14k | 132.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | 25k | 71.95 |
|
|
| Netflix (NFLX) | 0.1 | $1.8M | -10% | 26k | 69.58 |
|
| Analog Devices (ADI) | 0.1 | $1.8M | -8% | 4.4k | 396.71 |
|
| Moody's Corporation (MCO) | 0.1 | $1.8M | -6% | 3.9k | 454.13 |
|
| Philip Morris International (PM) | 0.1 | $1.7M | -5% | 9.2k | 190.82 |
|
| Republic Services (RSG) | 0.1 | $1.7M | +26% | 8.3k | 209.87 |
|
| Goldman Sachs (GS) | 0.1 | $1.7M | 1.9k | 900.34 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.7M | +23% | 16k | 106.71 |
|
| Coca-Cola Company (KO) | 0.1 | $1.7M | -3% | 20k | 86.61 |
|
| Danaher Corporation (DHR) | 0.1 | $1.7M | +4% | 7.6k | 221.95 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.7M | -10% | 12k | 145.28 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -5% | 8.8k | 187.05 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | +9% | 5.8k | 280.09 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.6M | +6% | 871.00 | 1811.67 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.6M | 14k | 112.50 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.5M | +9% | 19k | 81.16 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.5M | -2% | 6.4k | 230.92 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | 29k | 51.05 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | 7.7k | 188.08 |
|
|
| Phillips 66 (PSX) | 0.1 | $1.5M | -4% | 5.7k | 255.31 |
|
| Avepoint Com Cl A (AVPT) | 0.1 | $1.5M | -45% | 103k | 14.08 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $1.4M | NEW | 9.6k | 150.87 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.4M | 6.1k | 233.31 |
|
|
| Ford Motor Company (F) | 0.1 | $1.4M | 118k | 12.06 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | 3.5k | 406.63 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | +7% | 15k | 96.88 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.4M | 23k | 61.50 |
|
|
| Blackrock (BLK) | 0.1 | $1.4M | -3% | 1.3k | 1058.29 |
|
| Cummins (CMI) | 0.1 | $1.4M | 2.7k | 516.57 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.4M | -8% | 3.8k | 367.08 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.4M | +3% | 12k | 112.09 |
|
| Caterpillar (CAT) | 0.1 | $1.4M | -13% | 1.7k | 810.81 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | +27% | 17k | 78.10 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | -9% | 9.6k | 137.31 |
|
| ConocoPhillips (COP) | 0.1 | $1.3M | -2% | 11k | 125.15 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 21k | 62.40 |
|
|
| Linde SHS (LIN) | 0.1 | $1.3M | -8% | 2.7k | 474.65 |
|
| Evolus (EOLS) | 0.1 | $1.3M | +49% | 158k | 8.00 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.3M | 14k | 89.48 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | +5% | 13k | 98.83 |
|
| Evercore Class A (EVR) | 0.1 | $1.2M | 4.8k | 257.50 |
|
|
| Hca Holdings (HCA) | 0.1 | $1.2M | 2.9k | 426.74 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | -6% | 12k | 97.74 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -14% | 6.4k | 183.37 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.2M | 5.1k | 231.52 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 2.3k | 509.25 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $1.2M | -7% | 12k | 100.68 |
|
| Polaris Industries (PII) | 0.1 | $1.2M | 22k | 52.15 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $1.1M | 21k | 53.40 |
|
|
| Walt Disney Company (DIS) | 0.0 | $1.1M | -3% | 11k | 104.90 |
|
| Corning Incorporated (GLW) | 0.0 | $1.1M | +6% | 7.2k | 153.76 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.1M | 2.5k | 447.16 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $1.1M | -52% | 2.8k | 387.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.1M | 7.8k | 136.04 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.1M | -11% | 14k | 75.74 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | +26% | 1.1k | 955.42 |
|
| Everus Constr Group (ECG) | 0.0 | $1.0M | 8.6k | 117.52 |
|
|
| Booking Holdings (BKNG) | 0.0 | $1.0M | -3% | 6.2k | 162.91 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.0M | +20% | 12k | 87.80 |
|
| Waste Management (WM) | 0.0 | $1.0M | -2% | 4.9k | 203.92 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $1.0M | 29k | 34.50 |
|
|
| Doordash Cl A (DASH) | 0.0 | $987k | +119% | 5.4k | 183.55 |
|
| Williams Companies (WMB) | 0.0 | $974k | +9% | 14k | 67.97 |
|
| Realreal (REAL) | 0.0 | $966k | 109k | 8.84 |
|
|
| Progressive Corporation (PGR) | 0.0 | $945k | -4% | 4.6k | 207.31 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $941k | +291% | 2.6k | 355.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $937k | 3.9k | 239.94 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $934k | -5% | 537.00 | 1739.89 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $932k | 13k | 72.64 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $930k | -12% | 26k | 35.61 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $925k | -7% | 2.3k | 395.42 |
|
| International Business Machines (IBM) | 0.0 | $920k | -28% | 4.2k | 219.93 |
|
| Citigroup Com New (C) | 0.0 | $920k | +2% | 7.1k | 129.48 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $911k | +8% | 4.0k | 228.28 |
|
| Zions Bancorporation (ZION) | 0.0 | $909k | +34% | 15k | 62.65 |
|
| Amgen (AMGN) | 0.0 | $908k | -6% | 2.2k | 421.57 |
|
| Uber Technologies (UBER) | 0.0 | $893k | -5% | 13k | 68.51 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $893k | 7.3k | 123.09 |
|
|
| Deere & Company (DE) | 0.0 | $891k | -10% | 1.3k | 673.17 |
|
| Chubb (CB) | 0.0 | $887k | -4% | 2.7k | 326.26 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $884k | 4.3k | 203.59 |
|
|
| Viper Energy Cl A (VNOM) | 0.0 | $878k | 22k | 39.89 |
|
|
| PerkinElmer (RVTY) | 0.0 | $875k | 5.7k | 152.89 |
|
|
| Tcw Etf Trust Durable Growth (GRW) | 0.0 | $875k | 28k | 30.86 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $867k | +17% | 1.7k | 522.81 |
|
| Flexshares Tr NRTRN TR MRN GBL (GUNR) | 0.0 | $866k | 16k | 52.74 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $857k | -11% | 4.4k | 194.93 |
|
| Liberty Energy Com Cl A (LBRT) | 0.0 | $853k | 47k | 18.22 |
|
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $852k | -3% | 11k | 78.42 |
|
| Marvell Technology (MRVL) | 0.0 | $847k | +40% | 3.2k | 264.21 |
|
| Alphabet Dep Shs Rp1/20 A (GOOGM) | 0.0 | $842k | +345% | 17k | 49.08 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $817k | -5% | 7.2k | 114.01 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $795k | 4.8k | 166.98 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $793k | +49% | 2.5k | 318.12 |
|
| Coupang Cl A (CPNG) | 0.0 | $790k | -11% | 57k | 13.87 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $786k | -87% | 8.5k | 92.17 |
|
| Workday Cl A (WDAY) | 0.0 | $770k | +26% | 4.0k | 190.46 |
|
| Ecolab (ECL) | 0.0 | $763k | +20% | 2.8k | 275.31 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $763k | +2% | 3.7k | 208.48 |
|
| Amplify Etf Tr Jr Silv Mine Etf (SILJ) | 0.0 | $762k | 28k | 27.28 |
|
|
| 3M Company (MMM) | 0.0 | $742k | 4.5k | 164.15 |
|
|
| W.W. Grainger (GWW) | 0.0 | $726k | 583.00 | 1245.38 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $725k | 3.1k | 230.27 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $725k | 1.4k | 522.19 |
|
|
| Altria (MO) | 0.0 | $714k | -7% | 10k | 68.44 |
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.0 | $712k | 2.1k | 337.83 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $711k | +4% | 1.3k | 537.88 |
|
| Vistra Energy (VST) | 0.0 | $707k | -18% | 5.1k | 138.35 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $705k | 5.5k | 128.09 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $702k | 17k | 42.37 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $700k | -6% | 16k | 43.65 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $699k | 1.1k | 609.00 |
|
|
| At&t (T) | 0.0 | $695k | -6% | 29k | 24.40 |
|
| Automatic Data Processing (ADP) | 0.0 | $681k | -20% | 2.6k | 259.76 |
|
| Gilead Sciences (GILD) | 0.0 | $679k | -23% | 4.6k | 149.05 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $676k | -16% | 4.7k | 144.63 |
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $675k | 232k | 2.92 |
|
|
| Daily Journal Corporation (DJCO) | 0.0 | $675k | 1.0k | 646.22 |
|
|
| Fortinet (FTNT) | 0.0 | $672k | -4% | 3.8k | 178.76 |
|
| Lowe's Companies (LOW) | 0.0 | $670k | -2% | 3.6k | 184.29 |
|
| Ncino (NCNO) | 0.0 | $653k | +6% | 36k | 18.13 |
|
| Starbucks Corporation (SBUX) | 0.0 | $652k | 6.9k | 93.96 |
|
|
| Ishares Msci Japn Smcetf (SCJ) | 0.0 | $651k | +2% | 651k | 1.00 |
|
| Toast Cl A (TOST) | 0.0 | $646k | -5% | 22k | 28.99 |
|
| MDU Resources (MDU) | 0.0 | $641k | 34k | 18.68 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $640k | +3% | 6.7k | 95.05 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $638k | -20% | 1.9k | 339.56 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $636k | +12% | 4.2k | 152.07 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.0 | $636k | -8% | 2.2k | 284.52 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $636k | 17k | 37.91 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $629k | -8% | 1.3k | 487.38 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $629k | -6% | 4.2k | 149.05 |
|
| Hldgs (UAL) | 0.0 | $628k | 5.7k | 110.95 |
|
|
| Constellation Energy (CEG) | 0.0 | $626k | -5% | 2.5k | 254.02 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $626k | 4.2k | 148.30 |
|
|
| Safehold (SAFE) | 0.0 | $612k | 51k | 11.95 |
|
|
| McKesson Corporation (MCK) | 0.0 | $609k | 712.00 | 854.70 |
|
|
| CommVault Systems (CVLT) | 0.0 | $603k | -8% | 4.0k | 149.92 |
|
| Cigna Corp (CI) | 0.0 | $598k | -8% | 2.2k | 271.79 |
|
| Apollo Global Mgmt (APO) | 0.0 | $595k | -2% | 5.1k | 116.05 |
|
| Verizon Communications (VZ) | 0.0 | $594k | -8% | 13k | 45.87 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $591k | 1.9k | 308.11 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $589k | -7% | 4.1k | 142.59 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $584k | 1.2k | 499.23 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $580k | 18k | 32.53 |
|
|
| Nvent Elec SHS (NVT) | 0.0 | $577k | 3.6k | 160.37 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $576k | 922.00 | 624.18 |
|
|
| Gap (GAP) | 0.0 | $573k | 25k | 22.84 |
|
|
| Target Corporation (TGT) | 0.0 | $572k | +114% | 3.7k | 156.69 |
|
| Caretrust Reit (CTRE) | 0.0 | $556k | 15k | 36.97 |
|
|
| Kinder Morgan (KMI) | 0.0 | $552k | -3% | 18k | 30.15 |
|
| Cme (CME) | 0.0 | $551k | 2.1k | 261.98 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $543k | +133% | 9.3k | 58.34 |
|
| Monster Beverage Corp (MNST) | 0.0 | $537k | +64% | 13k | 41.62 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.0 | $537k | 2.3k | 231.03 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- Angeles Wealth Management 2026 Q3 filed Oct. 26, 2026
- Angeles Wealth Management 2026 Q2 filed July 28, 2026
- Angeles Wealth Management 2026 Q1 filed May 6, 2026
- Angeles Wealth Management 2025 Q4 filed Feb. 17, 2026
- Angeles Wealth Management 2025 Q3 filed Nov. 12, 2025
- Angeles Wealth Management 2025 Q2 filed July 29, 2025
- Angeles Wealth Management 2025 Q1 filed May 7, 2025
- Angeles Wealth Management 2024 Q4 filed Jan. 28, 2025
- Angeles Wealth Management 2024 Q3 filed Oct. 29, 2024
- Angeles Wealth Management 2024 Q2 filed Aug. 7, 2024
- Angeles Wealth Management 2024 Q1 filed May 8, 2024
- Angeles Wealth Management 2023 Q3 filed Oct. 27, 2023
- Angeles Wealth Management 2023 Q2 filed Aug. 10, 2023
- Angeles Wealth Management 2023 Q1 filed May 11, 2023
- Angeles Wealth Management 2022 Q4 filed Feb. 14, 2023
- Angeles Wealth Management 2022 Q3 filed Nov. 3, 2022