Angeles Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.84B
Q ending 2026-03-31
Prior quarter
$1.81B
Q ending 2025-12-31
Change
+1.4% QoQ · +52.7% YoY
Positions
524
reported holdings
Largest positions
Top 100 of 524 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard World Fd | MGK | Shares | $209.9M | 571K |
| Vanguard Intl Equity Index F | VT | Shares | $203.7M | 1.5M |
| Vanguard Star Fds | VXUS | Shares | $126.7M | 1.6M |
| Spdr Series Trust | SPYV | Shares | $124.4M | 2.2M |
| Vanguard Index Fds | VOO | Shares | $98.2M | 164K |
| Ishares Tr | MUB | Shares | $81.5M | 768K |
| Schwab Strategic Tr | SCHG | Shares | $68.7M | 2.4M |
| Vanguard Intl Equity Index F | VGK | Shares | $64.3M | 780K |
| Vanguard Index Fds | VTV | Shares | $48.7M | 248K |
| Apple Inc | AAPL | Shares | $46.3M | 182K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $36.0M | 55K |
| Microsoft Corp | MSFT | Shares | $35.9M | 97K |
| Nvidia Corporation | NVDA | Shares | $29.6M | 170K |
| Ishares Inc | EWJ | Shares | $28.8M | 342K |
| Spdr Series Trust | SJNK | Shares | $27.2M | 1.1M |
| Ishares Inc | URTH | Shares | $21.2M | 118K |
| Amazon Com Inc | AMZN | Shares | $20.8M | 100K |
| Vanguard Whitehall Fds | VYM | Shares | $18.2M | 123K |
| Alphabet Inc | GOOGL | Shares | $18.2M | 63K |
| Vanguard Index Fds | VTI | Shares | $16.7M | 52K |
| Ishares Tr | IXUS | Shares | $15.5M | 179K |
| Alphabet Inc | GOOG | Shares | $15.1M | 53K |
| Broadcom Inc | AVGO | Shares | $13.3M | 43K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $11.9M | 25K |
| Vanguard Index Fds | VUG | Shares | $11.3M | 26K |
| Costco Wholesale Corporation | COST | Shares | $10.7M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $10.5M | 36K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $9.1M | 445K |
| Ishares Tr | PFF | Shares | $8.7M | 286K |
| Meta Platforms Inc | META | Shares | $8.3M | 14K |
| Visa Inc | V | Shares | $8.3M | 27K |
| Ishares Tr | SHY | Shares | $7.8M | 95K |
| Ishares Tr | IDV | Shares | $7.7M | 182K |
| Ishares Tr | TLH | Shares | $7.1M | 71K |
| Eli Lilly & Co | LLY | Shares | $6.9M | 7K |
| Ishares Tr | EFA | Shares | $6.8M | 70K |
| Tesla Inc | TSLA | Shares | $6.5M | 17K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.5M | 85K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.4M | 16K |
| Exxon Mobil Corp | XOM | Shares | $5.3M | 32K |
| Johnson & Johnson | JNJ | Shares | $5.0M | 20K |
| Merck & Co Inc | MRK | Shares | $4.6M | 38K |
| Abbvie Inc | ABBV | Shares | $4.5M | 21K |
| Mastercard Incorporated | MA | Shares | $4.4M | 9K |
| Plains All Amern Pipeline L | PAA | Shares | $4.3M | 193K |
| Home Depot Inc | HD | Shares | $4.2M | 13K |
| Vanguard Whitehall Fds | VYMI | Shares | $4.1M | 44K |
| Wells Fargo & Co | WFC | Shares | $4.0M | 51K |
| Spdr Gold Tr | GLD | Shares | $4.0M | 9K |
| Sherwin Williams Co | SHW | Shares | $3.9M | 12K |
| Alibaba Group Hldg Ltd | BABA | Shares | $3.8M | 30K |
| Ge Aerospace | GE | Shares | $3.8M | 13K |
| Quanta Svcs Inc | PWR | Shares | $3.7M | 7K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.7M | 68K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Chevron Corporation | CVX | Shares | $3.3M | 16K |
| Walmart Inc | WMT | Shares | $3.1M | 25K |
| Pepsico Inc | PEP | Shares | $3.0M | 19K |
| Ge Vernova Inc | GEV | Shares | $3.0M | 3K |
| Netflix Inc. | NFLX | Shares | $2.8M | 29K |
| Cintas Corp | CTAS | Shares | $2.8M | 16K |
| Ishares Tr | IWF | Shares | $2.8M | 6K |
| Schwab Strategic Tr | SCHB | Shares | $2.7M | 109K |
| Rtx Corporation | RTX | Shares | $2.7M | 14K |
| Micron Technology Inc | MU | Shares | $2.5M | 7K |
| Thermo Fisher Scientific Inc | TMO | Shares | $2.4M | 5K |
| Ishares Tr | IVV | Shares | $2.4M | 4K |
| Colgate Palmolive Co | CL | Shares | $2.4M | 28K |
| Cisco Sys Inc | CSCO | Shares | $2.3M | 30K |
| Tjx Cos Inc New | TJX | Shares | $2.3M | 14K |
| Mcdonalds Corp | MCD | Shares | $2.3M | 7K |
| Bank America Corp | BAC | Shares | $2.2M | 46K |
| Intuitive Surgical Inc | ISRG | Shares | $2.2M | 5K |
| Lam Research Corp | LRCX | Shares | $2.2M | 10K |
| Ishares Tr | SUB | Shares | $2.2M | 20K |
| Union Pac Corp | UNP | Shares | $2.1M | 9K |
| Whirlpool Corp | WHR | Shares | $2.1M | 39K |
| Fox Factory Hldg Corp | FOXF | Shares | $2.0M | 120K |
| Schwab Strategic Tr | FNDX | Shares | $2.0M | 71K |
| Plains Gp Hldgs L P | PAGP | Shares | $2.0M | 81K |
| Schwab Strategic Tr | SCHF | Shares | $2.0M | 79K |
| Qualcomm Inc | QCOM | Shares | $1.9M | 15K |
| Eaton Corp Plc | Shares | $1.9M | 5K | |
| Avepoint Inc | AVPT | Shares | $1.8M | 187K |
| Moodys Corp | MCO | Shares | $1.7M | 4K |
| Ishares Tr | IVW | Shares | $1.6M | 14K |
| Applied Matls Inc | AMAT | Shares | $1.6M | 5K |
| Philip Morris Intl Inc | PM | Shares | $1.6M | 10K |
| Ea Series Trust | FRDM | Shares | $1.6M | 29K |
| Ishares Tr | IWM | Shares | $1.6M | 6K |
| Blackstone Inc | BX | Shares | $1.5M | 13K |
| Ishares Tr | IWD | Shares | $1.5M | 7K |
| Coca Cola Co | KO | Shares | $1.5M | 19K |
| Servicenow Inc | NOW | Shares | $1.5M | 14K |
| Goldman Sachs Group Inc | GS | Shares | $1.5M | 2K |
| Evercore Inc | EVR | Shares | $1.5M | 5K |
| Linde Plc | Shares | $1.4M | 3K | |
| Cummins Inc | CMI | Shares | $1.4M | 3K |
| Conocophillips | COP | Shares | $1.4M | 11K |
| Hca Healthcare Inc | HCA | Shares | $1.4M | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.