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 40.77% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$202M), SPY (+$43M), VUG (+$11M), SPYV (+$6.9M), VT (+$6.7M), VXUS (+$6.6M), AMZN, GOOGL, VGK, AAPL.
- Started 135 new stock positions in RF, XLB, MRVL, LYV, VEGN, FE, VCRB, VTWO, GHM, EXC.
- Reduced shares in these 10 stocks: URTH, NBSD, META, ARES, Honeywell International, APA, ISRG, , BALL, CI.
- Sold out of its positions in AEM, ABEV, COR, APA, ATO, ADSK, BALL, OTF, CMCSA, Cue Biopharma.
- Angeles Wealth Management was a net buyer of stock by $387M.
- Angeles Wealth Management has $2.2B in assets under management (AUM), dropping by 19.14%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 628 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Angeles Wealth Management has 628 total positions. Only the first 250 positions are shown.
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- Download the Angeles Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 11.5 | $252M | +402% | 2.9M | 87.92 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 10.9 | $238M | +2% | 1.5M | 156.96 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.7 | $147M | +4% | 1.7M | 85.50 |
|
| Spdr Series Trust St Str P500val (SPYV) | 6.4 | $141M | +5% | 2.3M | 60.80 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.3 | $115M | 167k | 686.86 |
|
|
| Ishares Tr National Mun Etf (MUB) | 3.8 | $84M | 779k | 107.62 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.7 | $82M | +2% | 2.4M | 33.84 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 3.3 | $72M | +4% | 817k | 88.55 |
|
| Apple (AAPL) | 2.6 | $56M | +6% | 194k | 289.36 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $54M | 249k | 217.93 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $47M | +997% | 607k | 77.76 |
|
| Microsoft Corporation (MSFT) | 1.8 | $38M | +6% | 103k | 373.02 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $35M | +4% | 177k | 200.09 |
|
| Ishares Msci Japan Etf (EWJ) | 1.5 | $34M | +5% | 361k | 93.28 |
|
| Amazon (AMZN) | 1.3 | $28M | +18% | 119k | 238.34 |
|
| Spdr Series Trust St Term High Etf (SJNK) | 1.3 | $28M | 1.1M | 25.03 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $26M | +14% | 73k | 357.37 |
|
| Ishares Msci World Etf (URTH) | 1.0 | $23M | -4% | 113k | 202.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $21M | +10% | 58k | 353.33 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $19M | 123k | 158.03 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $19M | 52k | 370.04 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.8 | $17M | 178k | 95.44 |
|
|
| Broadcom (AVGO) | 0.8 | $17M | +4% | 45k | 377.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $14M | +503% | 156k | 86.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $13M | +7% | 27k | 500.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $13M | +6% | 38k | 327.33 |
|
| Visa Com Cl A (V) | 0.5 | $11M | +14% | 31k | 343.09 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $11M | +6% | 12k | 935.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $11M | +44% | 101k | 103.88 |
|
| Micron Technology (MU) | 0.5 | $9.9M | +16% | 8.6k | 1154.31 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $9.5M | +6% | 7.9k | 1199.43 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $9.0M | 444k | 20.37 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $8.7M | 285k | 30.49 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $8.6M | +10% | 105k | 82.11 |
|
| Tesla Motors (TSLA) | 0.4 | $8.2M | +12% | 20k | 420.60 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $7.8M | +2% | 16k | 478.49 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $7.5M | 182k | 41.43 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $7.4M | -8% | 13k | 563.28 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $7.1M | 71k | 100.35 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.8M | +12% | 96k | 71.25 |
|
| Abbvie (ABBV) | 0.3 | $5.9M | +12% | 23k | 251.64 |
|
| Johnson & Johnson (JNJ) | 0.2 | $5.3M | +2% | 21k | 253.97 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $5.2M | +52% | 14k | 368.38 |
|
| Ge Aerospace Com New (GE) | 0.2 | $4.9M | 13k | 373.74 |
|
|
| Merck & Co (MRK) | 0.2 | $4.8M | 37k | 129.34 |
|
|
| Quanta Services (PWR) | 0.2 | $4.7M | -5% | 6.5k | 720.04 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $4.5M | +3% | 11k | 433.59 |
|
| Advanced Micro Devices (AMD) | 0.2 | $4.5M | +16% | 7.7k | 580.91 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $4.5M | +4% | 201k | 22.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.5M | 8.7k | 513.57 |
|
|
| Home Depot (HD) | 0.2 | $4.4M | -2% | 13k | 352.68 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $4.4M | +5% | 13k | 344.32 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.3M | +5% | 73k | 59.69 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.3M | 32k | 136.72 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $4.3M | 44k | 98.20 |
|
|
| Applied Materials (AMAT) | 0.2 | $4.3M | +24% | 5.9k | 723.00 |
|
| Ge Vernova (GEV) | 0.2 | $4.2M | +5% | 3.6k | 1175.36 |
|
| Wells Fargo & Company (WFC) | 0.2 | $4.2M | 51k | 82.64 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.1M | +157% | 5.5k | 737.25 |
|
| Cisco Systems (CSCO) | 0.2 | $3.8M | +9% | 32k | 117.46 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.7M | 5.00 | 748850.00 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.6M | +83% | 26k | 137.53 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $3.3M | +52% | 45k | 73.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.2M | +297% | 26k | 124.17 |
|
| Intel Corporation (INTC) | 0.1 | $3.2M | +19% | 23k | 139.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.2M | 109k | 28.96 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | +42% | 29k | 106.47 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.0M | 30k | 97.03 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $2.9M | +4% | 17k | 170.08 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.9M | +2% | 25k | 113.26 |
|
| Qualcomm (QCOM) | 0.1 | $2.7M | 15k | 184.79 |
|
|
| Chevron Corporation (CVX) | 0.1 | $2.7M | +3% | 16k | 165.76 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.7M | +3% | 47k | 56.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | +37% | 8.8k | 300.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | -3% | 3.5k | 748.99 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.6M | +9% | 9.6k | 272.00 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | +2% | 28k | 91.68 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.6M | -5% | 2.7k | 965.74 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.6M | 14k | 189.73 |
|
|
| Pepsi (PEP) | 0.1 | $2.5M | -3% | 19k | 135.40 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | +2% | 5.0k | 501.83 |
|
| Rh (RH) | 0.1 | $2.5M | NEW | 15k | 164.50 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.4M | +51% | 14k | 176.57 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.3M | +5% | 5.5k | 426.12 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.3M | +6% | 84k | 27.70 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.3M | +14% | 6.7k | 341.02 |
|
| TJX Companies (TJX) | 0.1 | $2.2M | +3% | 15k | 151.50 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $2.2M | 71k | 31.10 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | +27% | 8.9k | 242.43 |
|
| Avepoint Com Cl A (AVPT) | 0.1 | $2.1M | 188k | 11.21 |
|
|
| American Express Company (AXP) | 0.1 | $2.1M | +59% | 6.2k | 338.25 |
|
| Caterpillar (CAT) | 0.1 | $2.1M | +9% | 1.9k | 1064.91 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $2.1M | +4% | 85k | 24.27 |
|
| Netflix (NFLX) | 0.1 | $2.0M | 29k | 71.40 |
|
|
| Fox Factory Hldg (FOXF) | 0.1 | $2.0M | 120k | 16.95 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | +36% | 25k | 77.11 |
|
| Analog Devices (ADI) | 0.1 | $1.9M | +13% | 4.8k | 397.17 |
|
| Goldman Sachs (GS) | 0.1 | $1.9M | +9% | 1.9k | 1011.35 |
|
| Cummins (CMI) | 0.1 | $1.9M | 2.7k | 713.21 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.9M | +47% | 13k | 146.64 |
|
| Moody's Corporation (MCO) | 0.1 | $1.9M | +2% | 4.1k | 452.92 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.8M | -10% | 6.6k | 270.30 |
|
| Philip Morris International (PM) | 0.1 | $1.8M | 9.7k | 182.38 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.7M | +31% | 4.1k | 415.63 |
|
| Corning Incorporated (GLW) | 0.1 | $1.7M | +36% | 6.7k | 255.43 |
|
| Evercore Class A (EVR) | 0.1 | $1.7M | 4.9k | 341.44 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.7M | +5% | 20k | 81.80 |
|
| International Business Machines (IBM) | 0.1 | $1.7M | +14% | 5.9k | 281.21 |
|
| Ford Motor Company (F) | 0.1 | $1.7M | 119k | 13.90 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.6M | +2% | 815.00 | 1989.44 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.6M | 7.7k | 209.04 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | +22% | 5.3k | 298.07 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.6M | +15% | 11k | 146.56 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.6M | +87% | 6.0k | 260.42 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.5M | +3818% | 4.5k | 343.91 |
|
| Whirlpool Corporation (WHR) | 0.1 | $1.5M | 39k | 39.42 |
|
|
| Linde SHS (LIN) | 0.1 | $1.5M | 3.0k | 518.94 |
|
|
| Servicenow (NOW) | 0.1 | $1.5M | +9% | 15k | 99.28 |
|
| Polaris Industries (PII) | 0.1 | $1.5M | 22k | 68.44 |
|
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| Kla Corp Com New (KLAC) | 0.1 | $1.5M | +1107% | 5.0k | 301.71 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | +2% | 6.2k | 236.54 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | NEW | 29k | 51.05 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.5M | -12% | 1.9k | 763.14 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | +63% | 13k | 110.32 |
|
| Everus Constr Group (ECG) | 0.1 | $1.4M | 8.6k | 165.95 |
|
|
| Republic Services (RSG) | 0.1 | $1.4M | +28% | 6.6k | 213.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | +31% | 17k | 82.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.4M | -8% | 12k | 117.67 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | -26% | 3.5k | 397.68 |
|
| Nextera Energy (NEE) | 0.1 | $1.4M | +44% | 16k | 87.77 |
|
| Danaher Corporation (DHR) | 0.1 | $1.4M | +29% | 7.2k | 190.89 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.4M | +3% | 14k | 100.28 |
|
| Blackrock (BLK) | 0.1 | $1.3M | +11% | 1.4k | 961.56 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.3M | +12% | 14k | 96.58 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.3M | +36% | 571.00 | 2273.73 |
|
| Realreal (REAL) | 0.1 | $1.3M | NEW | 109k | 11.79 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $1.3M | +116% | 13k | 100.67 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.2M | 14k | 89.01 |
|
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $1.2M | 47k | 26.19 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | +13% | 13k | 92.27 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.2M | NEW | 5.1k | 240.97 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.2M | +16% | 23k | 53.11 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 21k | 57.62 |
|
|
| salesforce (CRM) | 0.1 | $1.2M | +40% | 7.5k | 156.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.2M | +16% | 7.9k | 148.31 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | +8% | 2.3k | 509.46 |
|
| Hca Holdings (HCA) | 0.1 | $1.2M | 3.0k | 389.89 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.2M | +2401% | 6.5k | 178.24 |
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| Carter's (CRI) | 0.1 | $1.1M | -20% | 28k | 41.16 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.1M | +62% | 21k | 53.61 |
|
| Waste Management (WM) | 0.1 | $1.1M | -5% | 5.0k | 222.88 |
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| ConocoPhillips (COP) | 0.1 | $1.1M | 11k | 103.96 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $1.1M | 64k | 17.37 |
|
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| Enterprise Products Partners (EPD) | 0.0 | $1.1M | 30k | 36.76 |
|
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| Abbott Laboratories (ABT) | 0.0 | $1.1M | +10% | 12k | 90.74 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $1.1M | +3% | 9.3k | 116.67 |
|
| Walt Disney Company (DIS) | 0.0 | $1.1M | 11k | 97.00 |
|
|
| Progressive Corporation (PGR) | 0.0 | $1.0M | -17% | 4.8k | 218.45 |
|
| Phillips 66 (PSX) | 0.0 | $1.0M | 6.0k | 169.05 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.0M | -2% | 2.4k | 416.50 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.0M | 13k | 75.51 |
|
|
| Vistra Energy (VST) | 0.0 | $993k | NEW | 6.3k | 158.63 |
|
| Uber Technologies (UBER) | 0.0 | $991k | +6% | 14k | 72.16 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $981k | 29k | 33.75 |
|
|
| Williams Companies (WMB) | 0.0 | $976k | 13k | 74.34 |
|
|
| Chubb (CB) | 0.0 | $974k | +47% | 2.9k | 341.75 |
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| Citigroup Com New (C) | 0.0 | $967k | +3% | 6.9k | 139.96 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $964k | 7.6k | 126.58 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $939k | +55% | 7.5k | 124.44 |
|
| Deere & Company (DE) | 0.0 | $936k | +15% | 1.5k | 635.95 |
|
| Viper Energy Cl A (VNOM) | 0.0 | $933k | NEW | 22k | 42.40 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $915k | NEW | 17k | 54.38 |
|
| Tcw Etf Trust Durable Growth (GRW) | 0.0 | $914k | 28k | 32.23 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $904k | +364% | 11k | 80.57 |
|
| Public Storage (PSA) | 0.0 | $900k | NEW | 2.8k | 318.31 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $892k | +67% | 4.8k | 185.23 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $875k | 7.4k | 119.00 |
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|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $838k | +68% | 3.7k | 227.06 |
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| Amgen (AMGN) | 0.0 | $834k | 2.3k | 362.06 |
|
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| Parker-Hannifin Corporation (PH) | 0.0 | $833k | +88% | 852.00 | 978.12 |
|
| Lowe's Companies (LOW) | 0.0 | $824k | -13% | 3.7k | 220.49 |
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| Stryker Corporation (SYK) | 0.0 | $822k | +31% | 2.6k | 315.72 |
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| Altria (MO) | 0.0 | $821k | 11k | 73.01 |
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| Safehold (SAFE) | 0.0 | $814k | 51k | 15.88 |
|
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| Novo-nordisk A S Adr (NVO) | 0.0 | $809k | +184% | 17k | 47.94 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $809k | +251% | 16k | 49.28 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.0 | $807k | NEW | 14k | 56.79 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $798k | +3% | 3.9k | 205.02 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $796k | +3% | 5.6k | 143.07 |
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| W.W. Grainger (GWW) | 0.0 | $787k | +9% | 579.00 | 1359.83 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $780k | +6% | 2.1k | 365.70 |
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| Hldgs (UAL) | 0.0 | $775k | NEW | 5.7k | 135.99 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $763k | NEW | 14k | 53.09 |
|
| Monster Beverage Corp (MNST) | 0.0 | $754k | +2% | 7.8k | 96.12 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $752k | 1.1k | 655.89 |
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| Gilead Sciences (GILD) | 0.0 | $748k | 5.9k | 126.34 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $747k | 11k | 69.19 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $747k | -4% | 1.2k | 644.06 |
|
| Automatic Data Processing (ADP) | 0.0 | $742k | +49% | 3.3k | 225.56 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $742k | +6% | 2.4k | 303.11 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $739k | 4.3k | 169.88 |
|
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| MDU Resources (MDU) | 0.0 | $738k | 35k | 21.35 |
|
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| Boston Scientific Corporation (BSX) | 0.0 | $734k | +140% | 17k | 42.68 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $733k | 1.4k | 526.44 |
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| Evolus (EOLS) | 0.0 | $733k | NEW | 106k | 6.94 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $726k | +3% | 3.2k | 226.99 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $725k | 8.7k | 83.65 |
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|
| Amplify Etf Tr Jr Silv Mine Etf (SILJ) | 0.0 | $724k | 28k | 25.92 |
|
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| 3M Company (MMM) | 0.0 | $722k | 4.5k | 161.91 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $717k | +171% | 9.5k | 75.45 |
|
| Starbucks Corporation (SBUX) | 0.0 | $716k | 7.0k | 102.19 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $705k | 5.5k | 128.08 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $700k | +2% | 1.4k | 496.73 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $697k | +3% | 4.4k | 156.74 |
|
| O'reilly Automotive (ORLY) | 0.0 | $690k | +13% | 7.5k | 92.09 |
|
| Marvell Technology (MRVL) | 0.0 | $679k | NEW | 2.3k | 297.89 |
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $670k | 232k | 2.89 |
|
|
| Western Digital (WDC) | 0.0 | $668k | -3% | 1.0k | 638.72 |
|
| Cigna Corp (CI) | 0.0 | $664k | -36% | 2.4k | 275.65 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $658k | +9% | 4.5k | 146.50 |
|
| Toast Cl A (TOST) | 0.0 | $656k | 24k | 27.82 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $655k | +54% | 13k | 51.05 |
|
| Constellation Energy (CEG) | 0.0 | $649k | +188% | 2.6k | 248.37 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $649k | +3% | 1.4k | 459.13 |
|
| PerkinElmer (RVTY) | 0.0 | $646k | 5.8k | 111.26 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $644k | +31% | 2.5k | 255.67 |
|
| Ecolab (ECL) | 0.0 | $641k | -3% | 2.3k | 279.33 |
|
| Metropcs Communications (TMUS) | 0.0 | $638k | -3% | 3.8k | 167.73 |
|
| Ishares Msci Japn Smcetf (SCJ) | 0.0 | $638k | NEW | 638k | 1.00 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $636k | NEW | 108k | 5.91 |
|
| At&t (T) | 0.0 | $633k | 31k | 20.70 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $630k | NEW | 47k | 13.36 |
|
| Daily Journal Corporation (DJCO) | 0.0 | $628k | 1.0k | 601.19 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $623k | +7% | 5.3k | 118.32 |
|
| Caretrust Reit (CTRE) | 0.0 | $621k | 15k | 40.74 |
|
|
| CommVault Systems (CVLT) | 0.0 | $620k | -10% | 4.4k | 141.73 |
|
| Nvent Elec SHS (NVT) | 0.0 | $616k | +19% | 3.6k | 169.61 |
|
| Reddit Cl A (RDDT) | 0.0 | $612k | NEW | 3.5k | 173.58 |
|
| Intuit (INTU) | 0.0 | $612k | +74% | 2.3k | 261.01 |
|
| Fortinet (FTNT) | 0.0 | $605k | 3.9k | 153.62 |
|
|
| Kinder Morgan (KMI) | 0.0 | $605k | 19k | 31.97 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $604k | +9% | 2.4k | 254.50 |
|
| Verizon Communications (VZ) | 0.0 | $599k | 14k | 42.34 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $591k | 1.6k | 375.32 |
|
|
| Boeing Company (BA) | 0.0 | $583k | 2.7k | 216.47 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $582k | +92% | 3.7k | 156.30 |
|
| PNC Financial Services (PNC) | 0.0 | $579k | +9% | 2.4k | 246.22 |
|
| Fifth Third Ban (FITB) | 0.0 | $575k | +28% | 10k | 56.77 |
|
| Comfort Systems USA (FIX) | 0.0 | $569k | +7% | 287.00 | 1981.95 |
|
| Insulet Corporation (PODD) | 0.0 | $568k | +36% | 3.7k | 152.25 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- 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
- Angeles Wealth Management 2022 Q2 filed Aug. 4, 2022