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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ANGELES WEALTH MANAGEMENT, LLC

Quarter ended Q2 2024 · Filed August 7, 2024 · Accession 0001398344-24-014046

Total Value
$1.07B
Positions
305
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (305)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD921910816454,071$142.7M13.39%
2VANGUARD INTL EQUITY INDEX F9220427421,124,393$126.6M11.89%
3SPDR SER TR78464A5081,572,352$76.6M7.19%
4VANGUARD INDEX FDS922908363133,236$66.6M6.25%
5VANGUARD STAR FDS9219097681,046,014$63.1M5.92%
6ISHARES TR464288158515,194$53.9M5.06%
7SCHWAB STRATEGIC TR808524300395,025$39.8M3.74%
8MICROSOFT CORPMSFT75,863$33.9M3.18%
9VANGUARD INDEX FDS922908744173,868$27.9M2.62%
10VANGUARD INTL EQUITY INDEX F922042874381,040$25.4M2.39%
11APPLE INCAAPL119,751$25.2M2.37%
12SPDR S&P 500 ETF TRSPY44,490$24.2M2.27%
13ARES MANAGEMENT CORPORATIONARES-PB173,540$23.1M2.17%
14SPDR SER TR78468R408748,391$18.7M1.75%
15ISHARES INC464286392120,427$17.8M1.67%
16ISHARES INC46434G822242,861$16.6M1.56%
17INVESCO EXCH TRADED FD TR IIIVZ761,801$16.0M1.50%
18ISHARES TR464287457185,356$15.1M1.42%
19ISHARES TR46432F834201,418$13.6M1.28%
20VANGUARD INDEX FDS92290876944,697$12.0M1.12%
21NVIDIA CORPORATIONNVDA85,297$10.5M0.99%
22AMAZON COM INCAMZN46,082$8.9M0.84%
23ISHARES TR464288687242,150$7.6M0.72%
24VANGUARD INDEX FDS92290873619,769$7.4M0.69%
25COSTCO WHSL CORP NEW22160K1058,184$7.0M0.65%
26VANGUARD SCOTTSDALE FDS92206C102115,860$6.7M0.63%
27ALPHABET INCGOOG34,775$6.4M0.60%
28ALPHABET INCGOOG27,905$5.1M0.48%
29BANK AMERICA CORP060505104126,656$5.0M0.47%
30META PLATFORMS INCMETA8,195$4.1M0.39%
31ELI LILLY & COLLY4,407$4.0M0.37%
32BERKSHIRE HATHAWAY INC DELBRK-A9,783$4.0M0.37%
33HOME DEPOT INCHD11,427$3.9M0.37%
34SHERWIN WILLIAMS COSHW11,925$3.6M0.33%
35MERCK & CO INCMRK27,412$3.4M0.32%
36VISA INCV11,784$3.1M0.29%
37JPMORGAN CHASE & CO.VYLD14,083$2.8M0.27%
38EXXON MOBIL CORPXOM22,619$2.6M0.24%
39COLGATE PALMOLIVE COCL25,929$2.5M0.24%
40DIMENSIONAL ETF TRUST25434V72461,448$2.4M0.23%
41MASTERCARD INCORPORATEDMA5,219$2.3M0.22%
42PEPSICO INCPEP13,495$2.2M0.21%
43ISHARES TR4642876145,932$2.2M0.20%
44THERMO FISHER SCIENTIFIC INCTMO3,902$2.2M0.20%
45ABBVIE INCABBV12,560$2.2M0.20%
46ISHARES TR4642872003,924$2.1M0.20%
47INTUITIVE SURGICAL INCISRG4,728$2.1M0.20%
48NOVO-NORDISK A SNONOF14,123$2.0M0.19%
49JOHNSON & JOHNSONJNJ12,960$1.9M0.18%
50ARDAGH METAL PACKAGING S AAMPWF485,135$1.6M0.15%
51MOODYS CORPMCO3,871$1.6M0.15%
52QUANTA SVCS INC74762E1025,926$1.5M0.14%
53CINTAS CORPCTAS2,121$1.5M0.14%
54NETFLIX INCNFLX2,177$1.5M0.14%
55BROADCOM INCAVGO900$1.4M0.14%
56TESLA INCTSLA7,288$1.4M0.14%
57UNION PAC CORPUNP6,256$1.4M0.13%
58BLACKSTONE INCBX11,417$1.4M0.13%
59SCHWAB STRATEGIC TR80852477120,716$1.4M0.13%
60VANGUARD SPECIALIZED FUNDS9219088447,585$1.4M0.13%
61AMERICAN CENTY ETF TR02507288514,976$1.4M0.13%
62UNITEDHEALTH GROUP INCUNH2,606$1.3M0.12%
63QUALCOMM INCQCOM6,314$1.3M0.12%
64ISHARES INC46428652511,657$1.2M0.11%
65CHEVRON CORP NEWCVX7,544$1.2M0.11%
66COUPANG INCCPNG54,604$1.1M0.11%
67NIKE INCNKE14,955$1.1M0.11%
68ABBOTT LABSABLZF10,176$1.1M0.10%
69LINDE PLCLIN2,347$1.0M0.10%
70ADOBE INCADBE1,818$1.0M0.09%
71EVERCORE INCEVR4,800$1.0M0.09%
72PROCTER AND GAMBLE CO7427181096,047$997,2710.09%
73DANAHER CORPORATION2358511023,985$995,6520.09%
74FORD MTR CO DEL34537086079,229$993,5340.09%
75SERVICENOW INCNOW1,248$981,7640.09%
76REPUBLIC SVCS INC7607591004,859$944,2980.09%
77SELECT SECTOR SPDR TR81369Y50610,305$939,3130.09%
78MOTOROLA SOLUTIONS INCMSI2,382$919,5710.09%
79ISHARES TR46435G32613,983$917,8440.09%
80DISNEY WALT CO2546871069,119$905,4260.08%
81ISHARES TR46428887716,964$899,7710.08%
82CONOCOPHILLIPSCOP7,820$894,4520.08%
83WELLS FARGO CO NEW94974610115,009$891,3850.08%
84SALESFORCE INCCRM3,393$872,3400.08%
85DIMENSIONAL ETF TRUST25434V79932,750$860,9980.08%
86RTX CORPORATIONRTX8,563$859,6400.08%
87ISHARES TR4642876554,181$848,2830.08%
88MDU RES GROUP INC55269010933,481$840,3730.08%
89COCA COLA COKO13,159$837,5700.08%
90PROGRESSIVE CORP7433151033,987$828,1400.08%
91WALMART INCWMT12,173$824,2340.08%
92ACCENTURE PLC IRELANDACN2,632$798,5750.07%
93MCDONALDS CORPMCD3,005$765,7940.07%
94INVESCO QQQ TRIVZ1,597$765,2890.07%
95ANALOG DEVICES INCADI3,311$755,7690.07%
96DIMENSIONAL ETF TRUST25434V83123,433$749,6220.07%
97PLAINS GP HLDGS L PPAGP39,649$746,1940.07%
98BOOKING HOLDINGS INCBKNG188$744,7620.07%
99LOWES COS INC5486611073,375$744,0530.07%
100TJX COS INC NEW8725401096,602$726,8800.07%
101ORACLE CORPORCL-PD5,061$714,6130.07%
102CISCO SYS INCCSCO14,837$704,9060.07%
103VANGUARD WHITEHALL FDS9219464065,938$704,2150.07%
104ISHARES TR46428723416,434$699,9240.07%
105TAIWAN SEMICONDUCTOR MFG LTD8740391003,973$690,5470.06%
106ADVANCED MICRO DEVICES INCAMD4,203$681,7690.06%
107LAM RESEARCH CORPLRCX615$654,8830.06%
108WASTE MGMT INC DEL94106L1093,047$650,0470.06%
109BALL CORPBALL10,612$636,9320.06%
110PHILLIPS 66PSX4,296$606,4660.06%
111REVVITY INCRVTY5,733$601,1620.06%
112MICRON TECHNOLOGY INCMU4,562$600,0400.06%
113ISHARES TR4642874997,299$591,8030.06%
114SPDR SER TR78464A4097,354$589,3000.06%
115BLACKROCK INCBLK748$588,9150.06%
116KNIFE RIVER CORPKNF8,375$587,4230.06%
117LGI HOMES INCLGIH6,563$587,3230.06%
118ENTERPRISE PRODS PARTNERS L29379210720,195$585,2510.05%
119SAFEHOLD INCSAFE30,319$584,8540.05%
120T-MOBILE US INCTMUSZ3,210$565,5380.05%
121DIMENSIONAL ETF TRUST25434V76521,117$555,7990.05%
122PHILIP MORRIS INTL INC7181721095,431$550,3230.05%
123LOCKHEED MARTIN CORPLMT1,160$541,8360.05%
124VERTEX PHARMACEUTICALS INCVRTX1,122$525,9040.05%
125OLD DOMINION FREIGHT LINE INODFL2,936$518,4980.05%
126IDEXX LABS INC45168D1041,053$513,0220.05%
127APOLLO GLOBAL MGMT INC03769M1064,327$510,8890.05%
128COMCAST CORP NEWCCZ12,841$502,8520.05%
129INTERNATIONAL BUSINESS MACHSINTR2,785$481,6660.05%
130APPLIED MATLS INC0382221052,020$476,7000.04%
131GE AEROSPACE3696043012,959$470,3920.04%
132UBER TECHNOLOGIES INCUBER6,306$458,3200.04%
133HONEYWELL INTL INC4385161062,091$446,5120.04%
134STRYKER CORPORATIONSYK1,295$440,6240.04%
135MARRIOTT INTL INC NEW5719032021,804$436,2550.04%
136ELEVANCE HEALTH INCELV799$432,9460.04%
137MARATHON PETE CORPMARA2,457$426,2400.04%
138KLA CORPKLAC516$425,4470.04%
139VANGUARD INTL EQUITY INDEX F9220427757,127$417,9270.04%
140SEAGATE TECHNOLOGY HLDNGS PLSE4,003$413,3900.04%
141UNITED PARCEL SERVICE INCUPS3,020$413,2870.04%
142ASML HOLDING N VASMLF403$412,1600.04%
143BECTON DICKINSON & COBDX1,729$404,0850.04%
144AMERICAN EXPRESS COAXP1,685$390,1620.04%
145EOG RES INCEOG3,089$388,8120.04%
146BRISTOL-MYERS SQUIBB COCELG-RI9,195$381,8680.04%
147PALO ALTO NETWORKS INCPANW1,105$374,6060.04%
148SAP SESAPGF1,856$374,3740.04%
149TRACTOR SUPPLY COTSCO1,377$371,7900.03%
150ISHARES TR46429B26716,442$371,0960.03%
151REGENERON PHARMACEUTICALSREGN351$368,9120.03%
152VANGUARD INDEX FDS9229085534,400$368,5420.03%
153TEXAS INSTRS INC8825081041,870$363,7710.03%
154ALTRIA GROUP INCMO7,975$363,2610.03%
155MORGAN STANLEYMS-PQ3,734$362,9070.03%
156VANGUARD INDEX FDS9229086111,978$361,0250.03%
157THE CIGNA GROUP1255231001,089$359,9910.03%
158CROWDSTRIKE HLDGS INCCRWD931$356,7500.03%
159EATON CORP PLCETN1,126$353,0570.03%
160NOVARTIS AGNVSEF3,301$351,4240.03%
161WISDOMTREE TRWT7,622$347,4870.03%
162DIMENSIONAL ETF TRUST25434V73212,773$341,4220.03%
163MCKESSON CORPMCK567$331,1510.03%
164IQVIA HLDGS INCIQV1,536$324,7720.03%
165ILLINOIS TOOL WKS INC4523081091,370$324,6350.03%
166PFIZER INCPFE11,580$324,0080.03%
167SPDR GOLD TRGLD1,506$323,8050.03%
168FEDEX CORPFDX1,078$323,2280.03%
169XYLEM INCXYL2,376$322,2570.03%
170ECOLAB INCECL1,350$321,3000.03%
171MARSH & MCLENNAN COS INC5717481021,521$320,5050.03%
172METTLER TOLEDO INTERNATIONALMTD229$320,0480.03%
173ZOETIS INCZTS1,834$317,9420.03%
174ISHARES TR46432F3883,048$315,3460.03%
175WORKDAY INCWDAY1,406$314,3250.03%
176FISERV INCFISV2,095$312,2390.03%
177BOEING COBA-PA1,691$307,7790.03%
178CATERPILLAR INCCAT916$305,1200.03%
179VERIZON COMMUNICATIONS INCVZ7,269$299,7740.03%
180VANGUARD MALVERN FDS9220208056,160$299,0060.03%
181AMERICAN TOWER CORP NEW03027X1001,538$298,9560.03%
182DIMENSIONAL ETF TRUST25434V7089,130$294,3620.03%
183TARGET CORPTGT1,977$292,6750.03%
184CSX CORPCSX8,736$292,2190.03%
185SHELL PLCRYDAF4,022$290,3080.03%
186ROBINHOOD MKTS INC77070010212,673$287,8040.03%
187CUMMINS INCCMI1,034$286,3460.03%
188VANGUARD WHITEHALL FDS9219467944,167$285,5650.03%
189VANGUARD INDEX FDS9229087511,298$283,0160.03%
190SYNOPSYS INCSNPS473$281,4630.03%
191MICROCHIP TECHNOLOGY INC.MCHPP3,036$277,7940.03%
192SPDR SER TR78468R7702,616$271,3810.03%
193INTEL CORPINTC8,733$270,4610.03%
194HCA HEALTHCARE INCHCA836$268,5900.03%
195VALERO ENERGY CORPVLO1,709$267,9030.03%
196GRAINGER W W INC384802104293$264,3560.02%
197CHUBB LIMITEDCB1,033$263,4980.02%
198DOMINOS PIZZA INCDPZ502$259,1980.02%
199AMGEN INCAMGN828$258,7090.02%
200AUTOZONE INCAZO87$257,8770.02%
201AMPHENOL CORP NEW0320951013,826$257,7580.02%
202INTUITINTU386$253,6830.02%
203VERISK ANALYTICS INCVRSK925$249,3340.02%
204CANADIAN PACIFIC KANSAS CITYCP3,150$248,0000.02%
205FRANKLIN RESOURCES INCBEN10,923$244,1290.02%
206CARRIER GLOBAL CORPORATIONCARR3,859$243,4260.02%
207AUTOMATIC DATA PROCESSING INADP1,013$241,7930.02%
208CHIPOTLE MEXICAN GRILL INCCMG3,850$241,2030.02%
209TEXAS ROADHOUSE INCTXRH1,394$239,3640.02%
210STARBUCKS CORPSBUX3,054$237,7540.02%
211NORTHROP GRUMMAN CORPNOC542$236,2850.02%
212NEXTERA ENERGY INCNEE-PW3,333$236,0100.02%
213ISHARES TR4642871762,183$233,1010.02%
214HALLIBURTON COHAL6,867$231,9670.02%
215GENERAL MTRS CO37045V1004,953$230,1160.02%
216ISHARES TR4642874652,895$226,7650.02%
217HP INCHPQ6,474$226,7190.02%
218SPDR SER TR78468R8535,359$222,5590.02%
219DOW INCDOW4,158$220,5820.02%
220MSCI INCMSCI444$213,8970.02%
221CROWN CASTLE INCCCI2,177$212,6930.02%
222ALPS ETF TR00162Q6767,996$212,4540.02%
223WASTE CONNECTIONS INCWCN1,190$208,6780.02%
224SCHWAB CHARLES CORPSCHW-PJ2,814$207,3640.02%
225DEERE & CODE550$205,4970.02%
226KINDER MORGAN INC DELEP-PC10,312$204,8990.02%
227SSGA ACTIVE ETF TR78467V7075,000$202,3500.02%
228J P MORGAN EXCHANGE TRADED F46641Q8374,000$201,8800.02%
229VANGUARD INDEX FDS922908595792$198,1030.02%
230ISHARES TR4642876632,151$189,5680.02%
231ISHARES TR464287523690$170,1750.02%
232ISHARES TR4642878041,495$159,4570.01%
233ISHARES INC4642863195,797$157,5620.01%
234SPDR SER TR78468R6631,708$156,7600.01%
235DIMENSIONAL ETF TRUST25434V6092,924$151,6780.01%
236VANGUARD SCOTTSDALE FDS92206C7062,489$144,9340.01%
237ISHARES TR4642875072,405$140,7410.01%
238NOKIA CORPNOKBF37,198$140,6080.01%
239ISHARES TR46435G4095,115$140,3560.01%
240ISHARES TR4642888691,179$134,4060.01%
241AMERICAN CENTY ETF TR0250728771,441$129,2870.01%
242ISHARES TR4642871681,066$128,9650.01%
243PARAMOUNT GLOBAL92556H20612,391$128,7420.01%
244VANGUARD WORLD FD92204A702219$126,2730.01%
245J P MORGAN EXCHANGE TRADED F46641Q7381,379$120,9660.01%
246ISHARES TR4642872911,420$117,6040.01%
247SPIRIT AIRLS INC84857710229,689$108,6620.01%
248DIMENSIONAL ETF TRUST25434V6332,002$100,2600.01%
249ISHARES TR464288885972$99,4360.01%
250ISHARES TR464287721645$97,1240.01%
251ISHARES TR46429B6971,126$94,5390.01%
252SSGA ACTIVE ETF TR78467V6082,097$87,6550.01%
253ISHARES TR46432F8421,187$86,2240.01%
254SELECT SECTOR SPDR TR81369Y6052,013$82,7610.01%
255DIMENSIONAL ETF TRUST25434V7812,955$79,5040.01%
256VANGUARD INTL EQUITY INDEX F9220428581,781$77,9370.01%
257WIPRO LTDWIT10,722$65,4040.01%
258SCHWAB STRATEGIC TR808524102904$56,8340.01%
259SELECT SECTOR SPDR TR81369Y803251$56,7840.01%
260ISHARES TR464287150463$54,9950.01%
261SPDR SER TR78468R739949$44,7830.00%
262SPDR SER TR78464A7221,000$39,7800.00%
263VANGUARD INDEX FDS922908629163$39,4620.00%
264VANGUARD WORLD FD92204A108126$39,3540.00%
265VANGUARD WORLD FD92204A884275$38,0050.00%
266SPDR SER TR78464A763282$35,8650.00%
267SPDR SER TR78468R788830$33,3910.00%
268ISHARES TR464288356583$33,1610.00%
269DIMENSIONAL ETF TRUST25434V500550$33,0280.00%
270ISHARES TR464287622110$32,7290.00%
271SCHWAB STRATEGIC TR808524755785$27,4990.00%
272ISHARES TR46435G4741,041$27,2640.00%
273ISHARES TR46429B598451$25,1570.00%
274SELECT SECTOR SPDR TR81369Y704204$24,8610.00%
275J P MORGAN EXCHANGE TRADED F46641Q332400$22,6720.00%
276ISHARES TR464287812342$22,4870.00%
277CHARGEPOINT HOLDINGS INCCHPT12,494$18,8660.00%
278CIA ENERGETICA DE MINAS GERA20440960110,586$18,6310.00%
279ISHARES TR464287671141$17,9750.00%
280VANGUARD INDEX FDS92290853872$16,5280.00%
281ISHARES INC464286772224$14,8040.00%
282AMERICAN CENTY ETF TR025072604231$14,1120.00%
283VANGUARD SCOTTSDALE FDS92206C664156$12,7870.00%
284ISHARES INC46434G848300$12,2490.00%
285ISHARES TR464288273198$12,2050.00%
286VANGUARD SCOTTSDALE FDS92206C771258$11,7130.00%
287ISHARES TR46428710143$11,3650.00%
288AMERICAN CENTY ETF TR025072703180$11,2070.00%
289SPDR SER TR78464A63172$10,0790.00%
290ISHARES TR464288828187$9,8030.00%
291VANGUARD WORLD FD92204A80148$9,2460.00%
292INVESCO EXCH TRADED FD TR IIIVZ200$8,9600.00%
293DIMENSIONAL ETF TRUST25434V823359$7,9340.00%
294SPDR SER TR78464A82181$6,8090.00%
295SELECT SECTOR SPDR TR81369Y860163$6,2610.00%
296ISHARES TR46428763041$6,2440.00%
297ISHARES TR46428747347$5,6750.00%
298SPDR SER TR78468R200161$4,9670.00%
299ISHARES TR464288778100$4,1460.00%
300SPDR SER TR78468R606174$4,0420.00%
301ISHARES TR46428755624$3,2940.00%
302SCHWAB STRATEGIC TR80852479730$2,3330.00%
303ISHARES TR46429B67115$6330.00%
304ISHARES TR4642874814$4410.00%
305ISHARES INC46434G1038$4280.00%