Angeles Wealth Management

Latest statistics and disclosures from Angeles Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Angeles Wealth Management

Angeles Wealth Management holds 197 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 9.6 $48M +7% 264k 181.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.3 $37M +16% 707k 51.61
Vanguard Index Fds Value Etf (VTV) 6.8 $34M NEW 257k 131.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 6.7 $34M -17% 394k 85.34
Ishares Tr Shrt Nat Mun Etf (SUB) 4.8 $24M NEW 228k 104.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $23M 65k 346.88
Ishares Msci World Etf (URTH) 4.2 $21M NEW 198k 106.88
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.8 $19M -59% 516k 36.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $16M 43k 377.26
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.9 $15M -22% 602k 24.12
Microsoft Corporation (MSFT) 2.9 $14M -2% 56k 256.83
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 2.7 $13M +34% 337k 39.91
Apple (AAPL) 2.5 $13M 92k 136.72
Ares Management Corporation Cl A Com Stk (ARES) 2.3 $11M 199k 56.86

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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.2 $11M +23% 210k 52.82
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.1 $10M -3% 511k 20.27
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $9.1M 48k 188.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $6.8M NEW 82k 82.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $6.1M -12% 82k 75.26
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $6.0M -10% 181k 32.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $4.9M +11% 119k 41.65
Costco Wholesale Corporation (COST) 0.9 $4.7M -5% 9.8k 479.33
Vanguard Index Fds Growth Etf (VUG) 0.9 $4.5M -34% 20k 222.87
Amazon (AMZN) 0.9 $4.5M +1755% 42k 106.22
Vanguard Index Fds Small Cp Etf (VB) 0.9 $4.4M +30% 25k 176.10
Sherwin-Williams Company (SHW) 0.6 $3.1M -5% 14k 223.92
Ishares Tr Core Msci Total (IXUS) 0.6 $3.0M NEW 54k 57.04
Home Depot (HD) 0.5 $2.6M 9.6k 274.31
Thermo Fisher Scientific (TMO) 0.5 $2.6M +2% 4.8k 543.34
UnitedHealth (UNH) 0.5 $2.3M +19% 4.5k 513.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $2.1M NEW 66k 31.60
Johnson & Johnson (JNJ) 0.4 $2.1M 12k 177.53
Colgate-Palmolive Company (CL) 0.4 $2.0M 24k 80.14
Merck & Co (MRK) 0.4 $1.9M 21k 91.17
Quanta Services (PWR) 0.3 $1.7M +51% 14k 125.34
Hershey Company (HSY) 0.3 $1.7M +22% 8.0k 215.22
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.6M -32% 9.3k 169.36
Safehold (SAFE) 0.3 $1.6M -4% 44k 35.38
Pepsi (PEP) 0.3 $1.6M 9.4k 166.63
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M -2% 697.00 2187.95
CF Industries Holdings (CF) 0.3 $1.5M -4% 18k 85.73
Visa Com Cl A (V) 0.3 $1.5M 7.6k 196.94
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.5M +28% 3.9k 379.10
Ball Corporation (BALL) 0.3 $1.5M 22k 68.77
Raytheon Technologies Corp (RTX) 0.3 $1.5M -13% 15k 96.11
Union Pacific Corporation (UNP) 0.3 $1.4M 6.7k 213.25
Nike CL B (NKE) 0.3 $1.4M -22% 14k 102.23
Waste Connections (WCN) 0.3 $1.4M +11% 11k 123.99
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $1.4M -55% 62k 22.18
Bunge (BG) 0.3 $1.3M -5% 15k 90.70
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 554.00 2178.70
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.1M -20% 26k 43.39
Ishares Msci Gbl Min Vol (ACWV) 0.2 $1.1M 12k 94.54
Northrop Grumman Corporation (NOC) 0.2 $1.1M NEW 2.3k 478.36
Zoetis Cl A (ZTS) 0.2 $1.1M -19% 6.3k 171.94
Danaher Corporation (DHR) 0.2 $1.1M -18% 4.2k 253.47
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.0M 26k 40.10
Moody's Corporation (MCO) 0.2 $1.0M -2% 3.7k 271.89
Sba Communications Corp Cl A (SBAC) 0.2 $995k NEW 3.1k 319.94
iStar Financial (STAR) 0.2 $981k -10% 72k 13.71
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $978k NEW 19k 50.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $953k -4% 3.5k 272.91
Linde SHS (LIN) 0.2 $940k +24% 3.3k 287.46
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $929k 9.1k 101.64
Tesla Motors (TSLA) 0.2 $927k +9% 1.4k 673.69
Exxon Mobil Corporation (XOM) 0.2 $914k 11k 85.61
Intuitive Surgical Com New (ISRG) 0.2 $912k 4.5k 200.62
MDU Resources (MDU) 0.2 $904k 34k 27.00
Mastercard Incorporated Cl A (MA) 0.2 $843k -9% 2.7k 315.49
Ishares Tr Core Msci Intl (IDEV) 0.2 $834k 16k 53.73
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $820k +29% 5.7k 143.51
Walt Disney Company (DIS) 0.2 $782k -13% 8.3k 94.40
Cheniere Energy Com New (LNG) 0.2 $775k NEW 5.8k 132.98
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.2 $766k 13k 61.11
America Movil Sab De Cv Spon Adr L Shs (AMX) 0.1 $747k NEW 37k 20.43
Republic Services (RSG) 0.1 $720k 5.5k 130.81
Lgi Homes (LGIH) 0.1 $709k 8.2k 86.86
Cintas Corporation (CTAS) 0.1 $698k 1.9k 373.46
Accenture Plc Ireland Shs Class A (ACN) 0.1 $693k -4% 2.5k 277.53
Tractor Supply Company (TSCO) 0.1 $673k -21% 3.5k 193.78
Becton, Dickinson and (BDX) 0.1 $663k +12% 2.7k 246.65
Coca-Cola Company (KO) 0.1 $656k +8% 10k 62.94
Old Dominion Freight Line (ODFL) 0.1 $647k -49% 2.5k 256.44
Prologis (PLD) 0.1 $644k -51% 5.5k 117.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $632k 2.9k 218.84
McDonald's Corporation (MCD) 0.1 $631k +2% 2.6k 246.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $620k +8% 2.2k 280.16
Intel Corporation (INTC) 0.1 $618k -4% 17k 37.40
Bristol Myers Squibb (BMY) 0.1 $607k +10% 7.9k 77.06
Triton Intl Cl A (TRTN) 0.1 $594k -44% 11k 52.64
Abbvie (ABBV) 0.1 $588k 3.8k 153.28
Crown Holdings (CCK) 0.1 $587k -47% 6.4k 92.15
Pioneer Natural Resources (PXD) 0.1 $580k NEW 2.6k 222.91
Pfizer (PFE) 0.1 $567k -7% 11k 52.42
Meta Platforms Cl A (META) 0.1 $567k -2% 3.5k 161.17
ConocoPhillips (COP) 0.1 $567k +2% 6.3k 89.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $555k 5.5k 101.67
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $545k -45% 13k 41.65
Lauder Estee Cos Cl A (EL) 0.1 $541k -34% 2.1k 254.83
Ashland (ASH) 0.1 $540k -18% 5.2k 103.11
Berry Plastics (BERY) 0.1 $518k -18% 9.5k 54.64
JPMorgan Chase & Co. (JPM) 0.1 $509k -2% 4.5k 112.69
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $484k 5.3k 92.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $460k NEW 6.4k 71.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $458k 6.0k 76.33
Olin Corp Com Par $1 (OLN) 0.1 $454k NEW 9.8k 46.23
Evercore Class A (EVR) 0.1 $453k 4.8k 93.54
Coupang Cl A (CPNG) 0.1 $451k 35k 12.74
Ishares Tr Core High Dv Etf (HDV) 0.1 $442k NEW 4.4k 100.45
NVIDIA Corporation (NVDA) 0.1 $438k 2.9k 151.50
Chevron Corporation (CVX) 0.1 $429k +8% 3.0k 144.88
Msci (MSCI) 0.1 $423k -27% 1.0k 412.28
salesforce (CRM) 0.1 $417k +24% 2.5k 165.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $401k 8.0k 49.96
Waste Management (WM) 0.1 $398k 2.6k 153.14
Philip Morris International (PM) 0.1 $385k 3.9k 98.67
New Relic (NEWR) 0.1 $383k -12% 7.7k 50.03
Teck Resources CL B (TECK) 0.1 $372k NEW 12k 30.56
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $363k 6.9k 52.33
Procter & Gamble Company (PG) 0.1 $353k -18% 2.5k 143.61
Abbott Laboratories (ABT) 0.1 $346k +8% 3.2k 108.63
Texas Instruments Incorporated (TXN) 0.1 $344k -10% 2.2k 153.43
IDEXX Laboratories (IDXX) 0.1 $335k 954.00 351.15
Franklin Resources (BEN) 0.1 $326k 14k 23.29
Iqvia Holdings (IQV) 0.1 $325k 1.5k 216.67
Heidrick & Struggles International (HSII) 0.1 $324k NEW 10k 32.40
Live Nation Entertainment (LYV) 0.1 $321k -50% 3.9k 82.69
Ferrari Nv Ord (RACE) 0.1 $316k -31% 1.7k 183.40
Teledyne Technologies Incorporated (TDY) 0.1 $300k NEW 801.00 374.53
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $298k 6.2k 48.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $296k 2.0k 149.65
Servicenow (NOW) 0.1 $295k -10% 621.00 475.04
Ishares Core Msci Emkt (IEMG) 0.1 $294k -31% 6.0k 49.04
Analog Devices (ADI) 0.1 $294k -3% 2.0k 146.27
Ishares Tr Msci Usa Value (VLUE) 0.1 $292k -41% 3.2k 90.54
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $287k 4.4k 64.58
Verizon Communications (VZ) 0.1 $283k -4% 5.6k 50.72
Canadian Pacific Railway (CP) 0.1 $280k 4.0k 69.86
Group 1 Automotive (GPI) 0.1 $280k -12% 1.6k 170.01
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $270k 26k 10.31
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $270k NEW 7.2k 37.36
CSX Corporation (CSX) 0.1 $263k -2% 9.0k 29.09
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $257k 1.3k 196.93
Xylem (XYL) 0.1 $256k 3.3k 78.22
Eli Lilly & Co. (LLY) 0.0 $250k +3% 770.00 324.68
United Parcel Service CL B (UPS) 0.0 $242k 1.3k 182.50
Ishares Tr Msci Eafe Etf (EFA) 0.0 $240k 3.8k 62.42
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $235k NEW 2.1k 113.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $233k +135% 2.6k 91.12
3M Company (MMM) 0.0 $231k +2% 1.8k 129.19
Dbx Etf Tr Xtrack Msci All (DBAW) 0.0 $231k 7.9k 29.33
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $224k NEW 3.8k 58.92
Spdr Ser Tr Russell Yield (ONEY) 0.0 $222k NEW 2.5k 88.98
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $219k 2.1k 105.34
BlackRock (BLK) 0.0 $218k 358.00 608.94
Advanced Micro Devices (AMD) 0.0 $218k -12% 2.9k 76.38
Mp Materials Corp Com Cl A (MP) 0.0 $212k -58% 6.6k 32.02
Domino's Pizza (DPZ) 0.0 $210k -20% 540.00 388.89
Adobe Systems Incorporated (ADBE) 0.0 $210k -71% 573.00 366.49
Aris Water Solutions Class A Com (ARIS) 0.0 $204k NEW 12k 16.64
Mettler-Toledo International (MTD) 0.0 $204k 178.00 1146.07
Ishares Tr Select Divid Etf (DVY) 0.0 $188k 1.6k 117.57
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $183k NEW 5.1k 35.89
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $179k 2.7k 66.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $168k 4.2k 40.15
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $162k 3.6k 45.00
Dun & Bradstreet Hldgs (DNB) 0.0 $154k -24% 10k 15.07
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $137k 2.1k 65.55
Ford Motor Company (F) 0.0 $135k -38% 12k 11.11
Ishares Em Mkts Div Etf (DVYE) 0.0 $130k NEW 4.9k 26.66
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $125k 650.00 192.31
Ishares Tr Micro-cap Etf (IWC) 0.0 $123k 1.2k 104.33
Select Sector Spdr Tr Financial (XLF) 0.0 $117k 3.7k 31.46
QuinStreet (QNST) 0.0 $102k -41% 10k 10.07
Ishares Tr Core Msci Eafe (IEFA) 0.0 $97k 1.6k 59.15
Robinhood Mkts Com Cl A (HOOD) 0.0 $95k 12k 8.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $91k 401.00 226.93
Select Sector Spdr Tr Energy (XLE) 0.0 $81k -15% 1.1k 71.37
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $78k 972.00 80.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $77k NEW 1.3k 60.87
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $77k 652.00 118.10
Ishares Tr Global Tech Etf (IXN) 0.0 $65k 1.4k 45.77
Nomura Hldgs Sponsored Adr (NMR) 0.0 $56k NEW 16k 3.56
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $52k NEW 2.0k 25.94
Rocket Lab Usa (RKLB) 0.0 $42k 11k 3.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $42k NEW 936.00 44.87
Clover Health Investments Com Cl A (CLOV) 0.0 $30k 14k 2.12
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $26k NEW 366.00 71.04
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $23k NEW 398.00 57.79
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $18k 204.00 88.24
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $18k 400.00 45.00
Ishares Tr Faln Angls Usd (FALN) 0.0 $15k NEW 599.00 25.04
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $14k 167.00 83.83
Astra Space Com Cl A (ASTR) 0.0 $14k 11k 1.27
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $13k 72.00 180.56
Spdr Ser Tr S&p Metals Mng (XME) 0.0 $10k 222.00 45.05
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $999.999900 9.00 111.11

Past Filings by Angeles Wealth Management

SEC 13F filings are viewable for Angeles Wealth Management going back to 2022