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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 Q3 2024 · Filed October 29, 2024 · Accession 0001398344-24-019597

Total Value
$1.16B
Positions
328
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (328)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD921910816492,603$158.6M13.66%
2VANGUARD INTL EQUITY INDEX F9220427421,170,198$140.1M12.06%
3SPDR SER TR78464A5081,730,993$91.5M7.88%
4VANGUARD INDEX FDS922908363137,706$72.7M6.26%
5VANGUARD STAR FDS9219097681,071,121$69.3M5.97%
6ISHARES TR464288414584,123$63.5M5.47%
7SCHWAB STRATEGIC TR808524300447,160$46.6M4.01%
8MICROSOFT CORPMSFT76,578$33.0M2.84%
9VANGUARD INDEX FDS922908744181,350$31.7M2.73%
10APPLE INCAAPL127,059$29.6M2.55%
11VANGUARD INTL EQUITY INDEX F922042874392,004$27.9M2.40%
12ARES MANAGEMENT CORPORATIONARES-PB173,341$27.0M2.33%
13SPDR S&P 500 ETF TRSPY43,722$25.1M2.16%
14SPDR SER TR78468R408730,346$18.8M1.62%
15ISHARES INC464286392119,362$18.7M1.61%
16ISHARES INC46434G822251,638$18.0M1.55%
17ISHARES TR46432F834195,108$14.2M1.22%
18VANGUARD INDEX FDS92290876944,478$12.6M1.08%
19NVIDIA CORPORATIONNVDA87,992$10.7M0.92%
20AMAZON COM INCAMZN46,882$8.7M0.75%
21COSTCO WHSL CORP NEW22160K1058,918$7.9M0.68%
22VANGUARD INDEX FDS92290873619,759$7.6M0.65%
23ISHARES TR464288687194,925$6.5M0.56%
24INVESCO EXCH TRADED FD TR IIIVZ304,589$6.4M0.55%
25ALPHABET INCGOOG34,599$5.8M0.50%
26META PLATFORMS INCMETA8,834$5.1M0.44%
27BERKSHIRE HATHAWAY INC DELBRK-A10,672$4.9M0.42%
28HOME DEPOT INCHD12,116$4.9M0.42%
29ALPHABET INCGOOG28,795$4.8M0.41%
30SHERWIN WILLIAMS COSHW12,131$4.6M0.40%
31ELI LILLY & COLLY4,804$4.3M0.37%
32VISA INCV14,864$4.1M0.35%
33ISHARES TR46428745746,939$3.9M0.34%
34ISHARES TR46428865335,415$3.9M0.33%
35MERCK & CO INCMRK31,242$3.5M0.31%
36ISHARES TR4642876148,719$3.3M0.28%
37JPMORGAN CHASE & CO.VYLD14,739$3.1M0.27%
38MASTERCARD INCORPORATEDMA6,150$3.0M0.26%
39COLGATE PALMOLIVE COCL26,645$2.8M0.24%
40EXXON MOBIL CORPXOM23,478$2.8M0.24%
41ISHARES TR46428815824,400$2.6M0.22%
42ABBVIE INCABBV13,067$2.6M0.22%
43JOHNSON & JOHNSONJNJ15,837$2.6M0.22%
44THERMO FISHER SCIENTIFIC INCTMO3,921$2.4M0.21%
45PEPSICO INCPEP14,134$2.4M0.21%
46DIMENSIONAL ETF TRUST25434V72455,598$2.3M0.20%
47TESLA INCTSLA8,794$2.3M0.20%
48INTUITIVE SURGICAL INCISRG4,604$2.3M0.19%
49ISHARES TR4642872003,853$2.2M0.19%
50BROADCOM INCAVGO12,586$2.2M0.19%
51MOODYS CORPMCO3,891$1.8M0.16%
52BLACKSTONE INCBX11,600$1.8M0.15%
53NETFLIX INCNFLX2,501$1.8M0.15%
54VANGUARD SPECIALIZED FUNDS9219088448,836$1.7M0.15%
55CINTAS CORPCTAS8,088$1.7M0.14%
56QUANTA SVCS INC74762E1025,569$1.7M0.14%
57QUALCOMM INCQCOM9,759$1.7M0.14%
58NOVO-NORDISK A SNONOF13,694$1.6M0.14%
59UNION PAC CORPUNP6,510$1.6M0.14%
60UNITEDHEALTH GROUP INCUNH2,711$1.6M0.14%
61SCHWAB STRATEGIC TR80852477120,716$1.5M0.13%
62SAFEHOLD INCSAFE53,817$1.4M0.12%
63COUPANG INCCPNG54,615$1.3M0.12%
64SERVICENOW INCNOW1,465$1.3M0.11%
65EVERCORE INCEVR4,816$1.2M0.11%
66SPDR SER TR78464A40914,292$1.2M0.10%
67NIKE INCNKE13,389$1.2M0.10%
68CHEVRON CORP NEWCVX7,973$1.2M0.10%
69LINDE PLCLIN2,445$1.2M0.10%
70PLAINS GP HLDGS L PPAGP62,989$1.2M0.10%
71ADOBE INCADBE2,228$1.2M0.10%
72ABBOTT LABSABLZF9,861$1.1M0.10%
73AMERICAN CENTY ETF TR02507288511,790$1.1M0.10%
74DANAHER CORPORATION2358511024,025$1.1M0.10%
75PROCTER AND GAMBLE CO7427181096,196$1.1M0.09%
76MOTOROLA SOLUTIONS INCMSI2,293$1.0M0.09%
77MCDONALDS CORPMCD3,380$1.0M0.09%
78ACCENTURE PLC IRELANDACN2,905$1.0M0.09%
79INVESCO QQQ TRIVZ2,097$1.0M0.09%
80PROGRESSIVE CORP7433151034,025$1.0M0.09%
81SALESFORCE INCCRM3,729$1.0M0.09%
82BANK AMERICA CORP06050510425,489$1.0M0.09%
83SELECT SECTOR SPDR TR81369Y50611,405$1.0M0.09%
84RTX CORPORATIONRTX8,191$992,4220.09%
85ISHARES TR46435G32613,983$990,4160.09%
86WALMART INCWMT12,215$986,3610.08%
87COCA COLA COKO13,719$985,8470.08%
88REPUBLIC SVCS INC7607591004,844$972,8690.08%
89BOOKING HOLDINGS INCBKNG227$956,1510.08%
90DIMENSIONAL ETF TRUST25434V83127,500$936,9250.08%
91ISHARES TR4642876554,181$923,5410.08%
92MDU RES GROUP INC55269010933,481$917,7140.08%
93LOWES COS INC5486611073,293$891,9090.08%
94ORACLE CORPORCL-PD4,986$849,6140.07%
95ISHARES TR4642873098,850$847,3880.07%
96FORD MTR CO34537086079,704$841,6790.07%
97WELLS FARGO CO NEW94974610114,865$839,7240.07%
98CONOCOPHILLIPSCOP7,954$837,3970.07%
99TJX COS INC NEW8725401097,068$830,7730.07%
100DISNEY WALT CO2546871068,604$827,6190.07%
101AEROVIRONMENT INCAVAV3,892$780,3460.07%
102ANALOG DEVICES INCADI3,384$778,8950.07%
103KNIFE RIVER CORPKNF8,500$759,8150.07%
104LGI HOMES INCLGIH6,358$753,5500.06%
105VANGUARD WHITEHALL FDS9219464065,798$743,3420.06%
106REVVITY INCRVTY5,749$734,4350.06%
107COMMVAULT SYS INCCVLT4,721$726,3260.06%
108CISCO SYS INCCSCO13,569$722,1420.06%
109BALL CORPBALL10,632$722,0190.06%
110LOCKHEED MARTIN CORPLMT1,234$721,3470.06%
111PHILIP MORRIS INTL INC7181721095,776$701,2060.06%
112ENTERPRISE PRODS PARTNERS L29379210723,950$697,1850.06%
113KKR & CO INCKKRT5,221$681,7580.06%
114TAIWAN SEMICONDUCTOR MFG LTD8740391003,876$673,1450.06%
115T-MOBILE US INCTMUSZ3,243$669,2250.06%
116INTERNATIONAL BUSINESS MACHSINTR3,011$665,6720.06%
117ADVANCED MICRO DEVICES INCAMD4,051$664,6880.06%
118ISHARES GOLD TRIAU13,000$646,1000.06%
119ISHARES TR4642874997,299$643,3340.06%
120BRISTOL-MYERS SQUIBB COCELG-RI12,358$639,4030.06%
121DIMENSIONAL ETF TRUST25434V79922,548$634,5010.05%
122WASTE MGMT INC DEL94106L1093,056$634,4260.05%
123UBER TECHNOLOGIES INCUBER8,417$632,6220.05%
124DIMENSIONAL ETF TRUST25434V76522,606$626,1860.05%
125CYBERARK SOFTWARE LTDM2682V1082,143$624,9200.05%
126OLD DOMINION FREIGHT LINE INODFL3,042$604,2630.05%
127APOLLO GLOBAL MGMT INC03769M1064,823$602,4410.05%
128GE AEROSPACE3696043013,093$583,2780.05%
129PHILLIPS 66PSX4,236$556,8220.05%
130IDEXX LABS INC45168D1041,078$544,6270.05%
131AMERICAN EXPRESS COAXP1,935$524,7720.05%
132VERTEX PHARMACEUTICALS INCVRTX1,114$518,0990.04%
133GUIDEWIRE SOFTWARE INCGWRE2,686$491,3770.04%
134THE CIGNA GROUP1255231001,418$491,2520.04%
135COMCAST CORP NEWCCZ11,593$484,2380.04%
136STRYKER CORPORATIONSYK1,305$471,4440.04%
137MARRIOTT INTL INC NEW5719032021,890$469,9590.04%
138ALTRIA GROUP INCMO9,161$467,5770.04%
139SPS COMM INCSPSC2,399$465,8140.04%
140FISERV INCFISV2,559$459,7240.04%
141PFIZER INCPFE15,797$457,1650.04%
142MANHATTAN ASSOCIATES INCMANH1,601$450,4890.04%
143VANGUARD INTL EQUITY INDEX F9220427757,127$449,0010.04%
144HONEYWELL INTL INC4385161062,172$448,9740.04%
145GRAINGER W W INC384802104429$445,6490.04%
146COGNYTE SOFTWARE LTDCGNT64,314$436,6920.04%
147SYNOPSYS INCSNPS860$435,4950.04%
148VANGUARD INDEX FDS9229085534,403$428,9260.04%
149ELEVANCE HEALTH INCELV809$420,6800.04%
150EOG RES INCEOG3,412$419,4370.04%
151FORTINET INCFTNT5,293$410,4720.04%
152BECTON DICKINSON & COBDX1,679$404,8070.03%
153SEAGATE TECHNOLOGY HLDNGS PLSE3,671$402,0850.03%
154PALO ALTO NETWORKS INCPANW1,162$397,1720.03%
155ZOETIS INCZTS2,016$393,8860.03%
156AUTOMATIC DATA PROCESSING INADP1,416$391,8500.03%
157AMERICAN TOWER CORP NEW03027X1001,682$391,1660.03%
158MICRON TECHNOLOGY INCMU3,755$389,4310.03%
159TRACTOR SUPPLY COTSCO1,329$386,6460.03%
160ISHARES TR46429B26716,442$385,5650.03%
161MORGAN STANLEYMS-PQ3,678$383,3950.03%
162BOEING COBA-PA2,501$380,2520.03%
163UNITED PARCEL SERVICE INCUPS2,784$379,5710.03%
164REGENERON PHARMACEUTICALSREGN361$379,4980.03%
165IQVIA HLDGS INCIQV1,600$379,1520.03%
166KLA CORPKLAC483$374,0400.03%
167APPLIED MATLS INC0382221051,839$371,5700.03%
168WORKDAY INCWDAY1,512$369,5480.03%
169RBC BEARINGS INCRBC1,213$363,1480.03%
170NOVARTIS AGNVSEF3,139$361,0480.03%
171CHUBB LIMITEDCB1,234$355,8730.03%
172ECOLAB INCECL1,391$355,1640.03%
173DOORDASH INCDASH2,481$354,1130.03%
174MARSH & MCLENNAN COS INC5717481021,586$353,8210.03%
175SPDR GOLD TRGLD1,440$350,0060.03%
176EATON CORP PLCETN1,055$349,6690.03%
177WISDOMTREE TRWT7,622$348,3250.03%
178DIMENSIONAL ETF TRUST25434V70810,103$346,4430.03%
179MARATHON PETE CORPMARA2,098$341,7850.03%
180QUALYS INCQLYS2,638$338,8770.03%
181CUMMINS INCCMI1,037$335,7700.03%
182XYLEM INCXYL2,462$332,4440.03%
183CATERPILLAR INCCAT849$332,0610.03%
184VALERO ENERGY CORPVLO2,440$329,4730.03%
185SAP SESAPGF1,411$323,2600.03%
186VEEVA SYS INCVEEV1,521$319,2120.03%
187ISHARES TR46429B5985,451$319,0470.03%
188CARRIER GLOBAL CORPORATIONCARR3,957$318,4990.03%
189ROBINHOOD MKTS INC77070010213,590$318,2780.03%
190AMERICAN CENTY ETF TR0250727034,744$317,9900.03%
191HILTON WORLDWIDE HLDGS INCHLT1,371$316,0160.03%
192BIO-TECHNE CORPTECH3,952$315,8830.03%
193CSX CORPCSX8,989$310,3900.03%
194VANGUARD INDEX FDS9229087511,298$307,8990.03%
195NEXTERA ENERGY INCNEE-PW3,641$307,7740.03%
196HCA HEALTHCARE INCHCA755$306,8550.03%
197VANGUARD WHITEHALL FDS9219467944,167$305,9410.03%
198MEDPACE HLDGS INCMEDP913$304,7590.03%
199VANGUARD MALVERN FDS9220208056,160$303,7500.03%
200ILLINOIS TOOL WKS INC4523081091,156$302,9530.03%
201FEDEX CORPFDX1,105$302,4160.03%
202TARGET CORPTGT1,907$297,2250.03%
203BLACKBAUD INCBLKB3,508$297,0570.03%
204CROWN CASTLE INCCCI2,501$296,6940.03%
205SABLE OFFSHORE CORPSOC12,525$295,9660.03%
206NORTHROP GRUMMAN CORPNOC559$295,1910.03%
207MORNINGSTAR INCMORN925$295,1860.03%
208FACTSET RESH SYS INC303075105641$294,7640.03%
209SPDR SER TR78468R7702,616$293,4110.03%
210VERIZON COMMUNICATIONS INCVZ6,493$291,6010.03%
211ASML HOLDING N VASMLF345$287,4710.02%
212INSULET CORPPODD1,235$287,4460.02%
213STARBUCKS CORPSBUX2,898$282,5260.02%
214AMGEN INCAMGN873$281,2890.02%
215LIVERAMP HLDGS INCRAMP11,252$278,8250.02%
216INTEL CORPINTC11,844$277,8600.02%
217MSCI INCMSCI475$276,8920.02%
218ISHARES TR4642872345,992$274,7930.02%
219RESMED INCRSMDF1,123$274,1470.02%
220ISHARES TR4642888774,708$270,8510.02%
221TEXAS INSTRS INC8825081041,305$269,5740.02%
222DIMENSIONAL ETF TRUST25434V7329,505$267,5660.02%
223OMNICOM GROUP INCOMC2,529$261,4730.02%
224TEXAS ROADHOUSE INCTXRH1,469$259,4250.02%
2253M COMMM1,881$257,1330.02%
226ALLSTATE CORPALL-PJ1,341$254,3210.02%
227ARCH CAP GROUP LTDG0450A1052,260$252,8490.02%
228GOLDMAN SACHS GROUP INCGSCE510$252,5060.02%
229CROWDSTRIKE HLDGS INCCRWD897$251,5820.02%
230ONEOK INC NEWOKE2,747$250,3340.02%
231AMPHENOL CORP NEW0320951013,827$249,3670.02%
232J P MORGAN EXCHANGE TRADED F46641Q7382,469$249,1470.02%
233S&P GLOBAL INCSPGI482$249,0110.02%
234BOSTON SCIENTIFIC CORPBSX2,951$247,2940.02%
235AUTOZONE INCAZO78$245,7030.02%
236SPDR SER TR78468R8535,359$243,8880.02%
237INTUITINTU391$242,8110.02%
238ISHARES TR4642874652,895$242,1090.02%
239AMERICAN ELEC PWR CO INC0255371012,357$241,8280.02%
240ISHARES TR4642871762,183$241,1560.02%
241SHELL PLCRYDAF3,620$238,7390.02%
242GALLAGHER ARTHUR J & CO363576109847$238,3200.02%
243HP INCHPQ6,631$237,8540.02%
244AMERICAN CENTY ETF TR0250726043,648$235,6610.02%
245VERISK ANALYTICS INCVRSK858$229,9100.02%
246METTLER TOLEDO INTERNATIONALMTD153$229,4540.02%
247VANGUARD INDEX FDS9229086111,129$226,6810.02%
248ISHARES TR464287648780$221,5200.02%
249MCKESSON CORPMCK444$219,5220.02%
250SELECT SECTOR SPDR TR81369Y2091,400$215,6280.02%
251AMERICAN CENTY ETF TR0250728772,245$215,4080.02%
252FRANKLIN RESOURCES INCBEN10,514$211,8570.02%
253VANGUARD INDEX FDS922908595792$211,7570.02%
254BAKER HUGHES COMPANYBKR5,787$209,2000.02%
255US BANCORP DELUSB-PS4,550$208,0720.02%
256ISHARES TR4642876632,151$205,3990.02%
257SSGA ACTIVE ETF TR78467V7075,000$203,9000.02%
258MEDTRONIC PLCMDT2,263$203,7380.02%
259DEERE & CODE488$203,6570.02%
260GOLDMAN SACHS BDC INCGSBD14,790$203,5100.02%
261J P MORGAN EXCHANGE TRADED F46641Q8374,000$202,9600.02%
262HALLIBURTON COHAL6,928$201,2580.02%
263DOW INCDOW3,663$200,1100.02%
264SELECT SECTOR SPDR TR81369Y6054,313$195,4720.02%
265STAR HLDGSSTHO13,199$182,6740.02%
266ISHARES TR4642878041,495$174,8550.02%
267ISHARES INC4642863195,797$166,3740.01%
268SELECT SECTOR SPDR TR81369Y7041,204$163,0700.01%
269NOKIA CORPNOKBF37,198$162,5550.01%
270DIMENSIONAL ETF TRUST25434V6092,733$152,0480.01%
271ISHARES TR4642875072,405$149,8800.01%
272ISHARES TR4642888691,179$145,3940.01%
273ISHARES TR4642871681,066$143,9850.01%
274VANGUARD WORLD FD92204A702219$128,4480.01%
275SELECT SECTOR SPDR TR81369Y8602,799$125,0310.01%
276AMERICAN CENTY ETF TR0250728021,696$119,8560.01%
277ISHARES TR4642872911,420$117,1930.01%
278SELECT SECTOR SPDR TR81369Y3081,400$116,2000.01%
279ISHARES TR464287523489$112,7590.01%
280SELECT SECTOR SPDR TR81369Y8521,200$108,4800.01%
281ISHARES INC4642861034,000$108,4400.01%
282SELECT SECTOR SPDR TR81369Y1001,100$106,0180.01%
283ISHARES TR464288885972$104,6360.01%
284ISHARES TR46429B6971,126$102,8150.01%
285ISHARES TR464287630616$102,7610.01%
286DIMENSIONAL ETF TRUST25434V6332,002$101,4610.01%
287ISHARES TR464287721646$97,9160.01%
288ISHARES TR46432F8421,187$92,6450.01%
289SCHWAB STRATEGIC TR8085247302,800$90,3560.01%
290SSGA ACTIVE ETF TR78467V6082,156$90,0350.01%
291VANGUARD INTL EQUITY INDEX F9220428581,781$85,2210.01%
292WIPRO LTDWIT12,002$77,7730.01%
293SPIRIT AIRLS INC84857710229,689$71,2540.01%
294SCHWAB STRATEGIC TR808524102904$60,1340.01%
295ISHARES TR464287150463$58,1620.01%
296SELECT SECTOR SPDR TR81369Y803251$56,6660.00%
297VANGUARD INDEX FDS922908538225$54,7810.00%
298VANGUARD WORLD FD921910840355$45,5390.00%
299SPDR SER TR78464A7221,000$44,3600.00%
300VANGUARD INDEX FDS922908629163$43,0040.00%
301VANGUARD WORLD FD92204A108126$42,9000.00%
302DIMENSIONAL ETF TRUST25434V7811,391$40,4220.00%
303SPDR SER TR78464A763282$40,0550.00%
304VANGUARD WORLD FD92204A884275$39,9820.00%
305SPDR SER TR78468R788830$37,8900.00%
306ISHARES TR464288356583$33,8780.00%
307ISHARES TR46435G4741,135$31,0310.00%
308SCHWAB STRATEGIC TR808524755785$29,3350.00%
309ISHARES TR46428762285$26,7230.00%
310ISHARES TR464287812342$24,1350.00%
311J P MORGAN EXCHANGE TRADED F46641Q332400$23,8040.00%
312CIA ENERGETICA DE MINAS GERA20440960111,477$23,6430.00%
313SPDR SER TR78468R739490$23,5890.00%
314ISHARES TR464287671141$18,5990.00%
315ISHARES INC464286772210$13,4320.00%
316ISHARES TR464288273198$13,4050.00%
317ISHARES TR46428710143$11,9010.00%
318VANGUARD WORLD FD92204A80148$10,1510.00%
319SPDR SER TR78464A82181$7,1070.00%
320DIMENSIONAL ETF TRUST25434V50096$6,2100.00%
321ISHARES TR46428747344$5,8190.00%
322DIMENSIONAL ETF TRUST25434V823208$5,3330.00%
323SPDR SER TR78468R200161$4,9670.00%
324ISHARES TR464288778100$4,7540.00%
325SPDR SER TR78468R606174$4,1850.00%
326ISHARES TR46428755624$3,4940.00%
327SCHWAB STRATEGIC TR80852479730$2,5360.00%
328ISHARES INC46434G1038$4590.00%