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 41.50% of Angeles Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$19M), SPYV (+$7.1M), MUB (+$6.9M), VT (+$6.1M), PAA, GOOGL, AMZN, AAPL, NVDA, VGK.
- Started 95 new stock positions in SLX, SMFG, TGT, ROST, SNDK, WDAY, DFUS, STIP, IGOV, SPMD.
- Reduced shares in these 10 stocks: MGK (-$6.7M), SUB, VTI, CRI, INTU, GBTC, SHY, VTV, CI, SGOV.
- Sold out of its positions in AVAV, ARES.PB, AstraZeneca, AXON, BITW, FDS, FICO, SKYY, FTRI, CIBR.
- Angeles Wealth Management was a net buyer of stock by $98M.
- Angeles Wealth Management has $1.8B in assets under management (AUM), dropping by 1.35%.
- Central Index Key (CIK): 0001929170
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Portfolio Holdings for Angeles Wealth Management
Angeles Wealth Management holds 524 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Angeles Wealth Management has 524 total positions. Only the first 250 positions are shown.
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- Download the Angeles Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 11.4 | $210M | -3% | 571k | 367.44 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 11.1 | $204M | +3% | 1.5M | 138.32 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.9 | $127M | +17% | 1.6M | 77.11 |
|
| Spdr Series Trust State Street Spd (SPYV) | 6.8 | $124M | +6% | 2.2M | 56.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.3 | $98M | 164k | 597.55 |
|
|
| Ishares Tr National Mun Etf (MUB) | 4.4 | $82M | +9% | 768k | 106.15 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.7 | $69M | 2.4M | 29.13 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 3.5 | $64M | +5% | 780k | 82.43 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.7 | $49M | -2% | 249k | 196.20 |
|
| Apple (AAPL) | 2.5 | $46M | +8% | 182k | 253.79 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $36M | 55k | 652.14 |
|
|
| Microsoft Corporation (MSFT) | 2.0 | $36M | 97k | 370.17 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $30M | +13% | 170k | 174.41 |
|
| Ishares Msci Japan Etf (EWJ) | 1.6 | $29M | +4% | 342k | 84.44 |
|
| Spdr Series Trust State Street Spd (SJNK) | 1.5 | $27M | +6% | 1.1M | 24.98 |
|
| Ishares Msci World Etf (URTH) | 1.2 | $21M | -3% | 118k | 180.02 |
|
| Amazon (AMZN) | 1.1 | $21M | +25% | 100k | 208.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $18M | 123k | 148.10 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $18M | +30% | 63k | 287.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $17M | -7% | 52k | 320.81 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.8 | $16M | -2% | 179k | 86.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | +8% | 53k | 286.86 |
|
| Broadcom (AVGO) | 0.7 | $13M | +9% | 43k | 309.51 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $12M | +10% | 25k | 479.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $11M | 26k | 436.79 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $11M | +6% | 11k | 996.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | +5% | 36k | 294.16 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $9.1M | +8% | 445k | 20.41 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $8.7M | +8% | 286k | 30.32 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.3M | +11% | 15k | 572.12 |
|
| Visa Com Cl A (V) | 0.5 | $8.3M | +6% | 27k | 302.24 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $7.8M | -13% | 95k | 82.57 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $7.7M | 182k | 42.56 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $7.1M | +8% | 71k | 100.72 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $6.9M | +10% | 7.5k | 919.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.8M | 70k | 97.13 |
|
|
| Tesla Motors (TSLA) | 0.4 | $6.5M | +50% | 17k | 371.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $5.5M | +4% | 85k | 64.08 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $5.4M | -3% | 16k | 338.86 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.3M | +9% | 32k | 169.66 |
|
| Johnson & Johnson (JNJ) | 0.3 | $5.0M | +6% | 20k | 244.44 |
|
| Merck & Co (MRK) | 0.2 | $4.6M | +9% | 38k | 121.14 |
|
| Abbvie (ABBV) | 0.2 | $4.5M | +2% | 21k | 217.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.4M | +11% | 8.7k | 499.66 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $4.3M | NEW | 193k | 22.33 |
|
| Home Depot (HD) | 0.2 | $4.2M | -5% | 13k | 328.89 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $4.1M | 44k | 94.24 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $4.0M | +4% | 51k | 79.61 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.0M | +326% | 9.3k | 430.27 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.9M | 12k | 320.55 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $3.8M | 30k | 125.46 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $3.8M | +12% | 13k | 284.25 |
|
| Quanta Services (PWR) | 0.2 | $3.7M | 6.8k | 549.02 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.7M | 69k | 54.05 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.6M | 5.00 | 718140.00 |
|
|
| Chevron Corporation (CVX) | 0.2 | $3.3M | +20% | 16k | 206.90 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.1M | +13% | 25k | 124.51 |
|
| Pepsi (PEP) | 0.2 | $3.0M | +2% | 19k | 155.29 |
|
| Ge Vernova (GEV) | 0.2 | $3.0M | +7% | 3.4k | 873.40 |
|
| Netflix (NFLX) | 0.2 | $2.8M | +8% | 29k | 96.15 |
|
| Cintas Corporation (CTAS) | 0.2 | $2.8M | 16k | 169.14 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.8M | -8% | 6.5k | 426.37 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.7M | 109k | 25.10 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.7M | +8% | 14k | 192.90 |
|
| Micron Technology (MU) | 0.1 | $2.5M | +13% | 7.3k | 337.98 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.4M | 4.9k | 492.01 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.4M | -2% | 3.6k | 653.16 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | +6% | 28k | 85.23 |
|
| Cisco Systems (CSCO) | 0.1 | $2.3M | +11% | 30k | 77.59 |
|
| TJX Companies (TJX) | 0.1 | $2.3M | +5% | 14k | 159.70 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | +4% | 7.3k | 310.77 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.2M | +4% | 46k | 48.75 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.2M | +2% | 4.8k | 460.99 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.2M | +24% | 10k | 213.86 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.2M | -46% | 20k | 106.50 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.1M | +2% | 8.8k | 242.62 |
|
| Whirlpool Corporation (WHR) | 0.1 | $2.1M | +196% | 39k | 53.92 |
|
| Fox Factory Hldg (FOXF) | 0.1 | $2.0M | +27% | 120k | 16.46 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $2.0M | +4% | 71k | 27.85 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $2.0M | 81k | 24.28 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.0M | +2% | 79k | 24.75 |
|
| Qualcomm (QCOM) | 0.1 | $1.9M | +25% | 15k | 128.78 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.9M | +16% | 5.2k | 357.67 |
|
| Avepoint Com Cl A (AVPT) | 0.1 | $1.8M | NEW | 188k | 9.51 |
|
| Moody's Corporation (MCO) | 0.1 | $1.7M | 4.0k | 436.25 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.6M | 14k | 113.11 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.6M | 4.7k | 341.79 |
|
|
| Philip Morris International (PM) | 0.1 | $1.6M | +13% | 9.7k | 166.73 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $1.6M | 29k | 54.88 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.6M | 6.4k | 248.00 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.5M | 13k | 114.99 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.5M | 7.0k | 213.67 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.5M | +11% | 19k | 76.57 |
|
| Servicenow (NOW) | 0.1 | $1.5M | +55% | 14k | 104.55 |
|
| Goldman Sachs (GS) | 0.1 | $1.5M | 1.7k | 845.97 |
|
|
| Evercore Class A (EVR) | 0.1 | $1.5M | 4.9k | 298.51 |
|
|
| Linde SHS (LIN) | 0.1 | $1.4M | +8% | 2.9k | 495.76 |
|
| Cummins (CMI) | 0.1 | $1.4M | 2.6k | 538.02 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.4M | +13% | 11k | 132.00 |
|
| Hca Holdings (HCA) | 0.1 | $1.4M | +4% | 3.0k | 473.24 |
|
| Ford Motor Company (F) | 0.1 | $1.4M | +4% | 118k | 11.54 |
|
| Analog Devices (ADI) | 0.1 | $1.4M | 4.3k | 318.14 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.4M | +29% | 9.2k | 147.12 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $1.3M | NEW | 47k | 28.80 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +10% | 6.6k | 203.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.3M | +17% | 9.0k | 146.28 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | 6.0k | 215.06 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 21k | 60.65 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +18% | 7.7k | 164.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | -19% | 19k | 67.53 |
|
| Carter's (CRI) | 0.1 | $1.3M | -50% | 35k | 35.76 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | +6% | 2.1k | 604.39 |
|
| Caterpillar (CAT) | 0.1 | $1.3M | +23% | 1.8k | 708.49 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.3M | +4% | 8.7k | 144.44 |
|
| International Business Machines (IBM) | 0.1 | $1.2M | +10% | 5.1k | 242.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | -2% | 2.1k | 577.27 |
|
| Waste Management (WM) | 0.1 | $1.2M | +7% | 5.3k | 229.79 |
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| Polaris Industries (PII) | 0.1 | $1.2M | 23k | 54.50 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $1.2M | +2% | 64k | 18.88 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.2M | -2% | 19k | 61.26 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.2M | +2% | 13k | 88.16 |
|
| American Express Company (AXP) | 0.1 | $1.2M | +7% | 3.9k | 302.48 |
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| Blackrock (BLK) | 0.1 | $1.2M | 1.2k | 961.71 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.2M | 14k | 83.57 |
|
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +9% | 9.1k | 126.60 |
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| Progressive Corporation (PGR) | 0.1 | $1.1M | 5.8k | 198.24 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.1M | -3% | 30k | 37.84 |
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| Republic Services (RSG) | 0.1 | $1.1M | 5.2k | 219.02 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.1M | -22% | 2.9k | 392.46 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | -12% | 11k | 102.67 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +10% | 12k | 93.98 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | -5% | 12k | 90.53 |
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| Booking Holdings (BKNG) | 0.1 | $1.1M | +10% | 258.00 | 4210.32 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.1M | +3% | 2.5k | 435.17 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | 1.5k | 697.74 |
|
|
| Phillips 66 (PSX) | 0.1 | $1.1M | +6% | 5.9k | 182.18 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | -3% | 5.6k | 189.94 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | -3% | 11k | 96.38 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.1M | +127% | 798.00 | 1320.83 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $1.0M | NEW | 29k | 35.52 |
|
| Lowe's Companies (LOW) | 0.1 | $1.0M | +6% | 4.3k | 236.28 |
|
| Everus Constr Group (ECG) | 0.1 | $1.0M | 8.6k | 118.06 |
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|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.0M | +2% | 9.3k | 109.10 |
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| Nextera Energy (NEE) | 0.1 | $1.0M | +17% | 11k | 92.88 |
|
| Cigna Corp (CI) | 0.1 | $1.0M | -52% | 3.8k | 266.73 |
|
| salesforce (CRM) | 0.1 | $995k | +13% | 5.3k | 186.67 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $986k | +6% | 7.5k | 130.94 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $961k | 4.8k | 198.29 |
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| Williams Companies (WMB) | 0.1 | $952k | +4% | 13k | 72.78 |
|
| Palo Alto Networks (PANW) | 0.1 | $936k | +38% | 5.8k | 160.32 |
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| Uber Technologies (UBER) | 0.1 | $929k | -40% | 13k | 71.93 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $917k | +45% | 3.8k | 243.08 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $911k | 13k | 69.30 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $899k | +13% | 13k | 69.75 |
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| At&t (T) | 0.0 | $898k | +17% | 31k | 28.99 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.0 | $877k | 17k | 50.71 |
|
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| UnitedHealth (UNH) | 0.0 | $850k | 3.1k | 270.55 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $847k | +88% | 2.2k | 390.41 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $847k | -6% | 6.8k | 124.31 |
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| Intel Corporation (INTC) | 0.0 | $843k | 19k | 44.13 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $842k | +12% | 4.3k | 194.14 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $830k | 28k | 29.72 |
|
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| Metropcs Communications (TMUS) | 0.0 | $830k | +2% | 4.0k | 210.03 |
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| Gilead Sciences (GILD) | 0.0 | $827k | +41% | 5.9k | 139.37 |
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| Amgen (AMGN) | 0.0 | $827k | +16% | 2.4k | 351.83 |
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| Valero Energy Corporation (VLO) | 0.0 | $787k | +10% | 3.2k | 247.07 |
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| Tcw Etf Trust Durable Growth (GRW) | 0.0 | $780k | NEW | 28k | 27.51 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $777k | +17% | 1.4k | 561.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $772k | 7.9k | 97.23 |
|
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| Citigroup Com New (C) | 0.0 | $758k | +15% | 6.7k | 113.41 |
|
| Altria (MO) | 0.0 | $744k | +12% | 11k | 67.05 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $741k | +155% | 13k | 58.78 |
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| Verizon Communications (VZ) | 0.0 | $722k | +24% | 14k | 50.20 |
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| MDU Resources (MDU) | 0.0 | $721k | 35k | 20.86 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $720k | 7.4k | 97.91 |
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| Deere & Company (DE) | 0.0 | $718k | +11% | 1.3k | 564.92 |
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| Knife River Corp Common Stock (KNF) | 0.0 | $707k | 8.7k | 81.65 |
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| Safehold (SAFE) | 0.0 | $703k | 51k | 13.71 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $694k | +6% | 2.4k | 287.21 |
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| Nike CL B (NKE) | 0.0 | $679k | -3% | 13k | 53.23 |
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| Honeywell International (HON) | 0.0 | $674k | +6% | 3.0k | 226.03 |
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| Corning Incorporated (GLW) | 0.0 | $668k | 4.9k | 135.97 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $662k | +259% | 1.4k | 484.91 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $662k | -15% | 1.2k | 543.12 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $655k | +33% | 4.3k | 152.77 |
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| Stryker Corporation (SYK) | 0.0 | $654k | +4% | 2.0k | 329.47 |
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| McKesson Corporation (MCK) | 0.0 | $654k | +33% | 755.00 | 866.10 |
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| 3M Company (MMM) | 0.0 | $640k | 4.4k | 145.23 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $639k | +21% | 13k | 49.37 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $637k | +20% | 5.4k | 118.63 |
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| Ecolab (ECL) | 0.0 | $636k | +5% | 2.4k | 266.65 |
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| Toast Cl A (TOST) | 0.0 | $635k | +4% | 24k | 26.51 |
|
| Chubb (CB) | 0.0 | $631k | +14% | 1.9k | 326.88 |
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| Kinder Morgan (KMI) | 0.0 | $630k | +2% | 19k | 33.53 |
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| Starbucks Corporation (SBUX) | 0.0 | $623k | +14% | 7.0k | 89.59 |
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| Zions Bancorporation (ZION) | 0.0 | $617k | 11k | 57.62 |
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| Shell Spon Ads (SHEL) | 0.0 | $615k | +43% | 6.6k | 93.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $614k | +17% | 1.4k | 446.54 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $612k | 5.5k | 111.18 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $612k | +65% | 3.1k | 197.72 |
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| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $609k | 232k | 2.63 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $609k | +57% | 6.6k | 92.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $607k | +8% | 2.0k | 302.32 |
|
| Kla Corp Com New (KLAC) | 0.0 | $607k | 412.00 | 1472.41 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $603k | +10% | 2.3k | 261.90 |
|
| Apa Corporation (APA) | 0.0 | $594k | NEW | 14k | 42.44 |
|
| EOG Resources (EOG) | 0.0 | $586k | 4.1k | 144.57 |
|
|
| Intuit (INTU) | 0.0 | $581k | -68% | 1.3k | 432.41 |
|
| FedEx Corporation (FDX) | 0.0 | $581k | +32% | 1.6k | 357.61 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $580k | -62% | 5.8k | 100.66 |
|
| W.W. Grainger (GWW) | 0.0 | $575k | +18% | 527.00 | 1090.17 |
|
| Insulet Corporation (PODD) | 0.0 | $572k | +5% | 2.7k | 209.84 |
|
| Us Bancorp Com New (USB) | 0.0 | $568k | +3% | 11k | 52.53 |
|
| Caretrust Reit (CTRE) | 0.0 | $566k | 15k | 37.04 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $554k | +5% | 7.6k | 72.46 |
|
| Apollo Global Mgmt (APO) | 0.0 | $545k | 4.9k | 111.42 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $540k | +15% | 4.1k | 131.35 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $536k | 18k | 30.68 |
|
|
| Boeing Company (BA) | 0.0 | $528k | +9% | 2.7k | 199.03 |
|
| Medtronic SHS (MDT) | 0.0 | $528k | +10% | 6.0k | 87.34 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $528k | +31% | 3.1k | 171.21 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $525k | +82% | 4.3k | 122.78 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $523k | +17% | 766.00 | 682.24 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $519k | 1.9k | 266.81 |
|
|
| Cognyte Software Ord Shs (CGNT) | 0.0 | $516k | 64k | 8.10 |
|
|
| Halliburton Company (HAL) | 0.0 | $506k | +12% | 13k | 38.99 |
|
| Daily Journal Corporation (DJCO) | 0.0 | $504k | 1.0k | 482.34 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $504k | +20% | 2.6k | 195.40 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $503k | 9.2k | 54.63 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $501k | 8.2k | 61.05 |
|
|
| Vaneck Etf Trust Steel Etf (SLX) | 0.0 | $500k | NEW | 5.4k | 91.81 |
|
| PerkinElmer (RVTY) | 0.0 | $499k | 5.7k | 87.61 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $496k | +16% | 1.6k | 304.08 |
|
| S&p Global (SPGI) | 0.0 | $494k | +13% | 1.2k | 425.34 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $492k | +28% | 8.3k | 59.03 |
|
| Capital One Financial (COF) | 0.0 | $488k | 2.7k | 182.43 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $484k | +9% | 5.6k | 86.16 |
|
| Digital Realty Trust (DLR) | 0.0 | $481k | +13% | 2.7k | 180.21 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $473k | -12% | 3.6k | 132.90 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $469k | +15% | 9.7k | 48.46 |
|
| Pfizer (PFE) | 0.0 | $468k | +16% | 17k | 28.08 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $466k | +12% | 1.9k | 244.18 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $466k | +6% | 891.00 | 522.71 |
|
| Liveramp Holdings (RAMP) | 0.0 | $465k | +16% | 18k | 26.52 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $464k | 9.9k | 46.91 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $464k | +156% | 2.9k | 161.73 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $463k | +7% | 2.2k | 211.15 |
|
| CSX Corporation (CSX) | 0.0 | $454k | +21% | 11k | 41.05 |
|
| American Electric Power Company (AEP) | 0.0 | $453k | +12% | 3.5k | 131.08 |
|
| Emerson Electric (EMR) | 0.0 | $450k | +15% | 3.4k | 131.01 |
|
Past Filings by Angeles Wealth Management
SEC 13F filings are viewable for Angeles Wealth Management going back to 2022
- 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
- Angeles Wealth Management 2022 Q1 filed May 16, 2022