Institutional Manager · CIK 0001929170

ANGELES WEALTH MANAGEMENT, LLC

SANTA MONICA, CA · File #028-22533

Latest AUM

$1.81B

Positions

465

Top-10 Concentration

69.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	ARES MANAGEMENT CORPORATION	ARES-PB	-204,347	-$33.0M	+$371,304
ADD	VANGUARD WHITEHALL FDS	921946406	+115,215	+$16.5M	+$20,387
ADD	VANGUARD INDEX FDS	922908363	+23,162	+$14.5M	+$2.1M
ADD	VANGUARD INTL EQUITY INDEX F	922042742	+75,303	+$10.6M	+$4.4M
ADD	SPDR SERIES TRUST	78464A508	+186,604	+$10.6M	+$2.8M
ADD	VANGUARD STAR FDS	921909768	+106,115	+$8.0M	+$2.5M
NEW	ISHARES TR	464288448	+182,000	+$7.2M	$0
ADD	BROADCOM INC	AVGO	+19,094	+$6.6M	+$326,762
ADD	SPDR S&P 500 ETF TR	SPY	+8,684	+$5.9M	+$814,693
ADD	ISHARES TR	464287465	+60,423	+$5.8M	+$24,336

Sector Allocation

Technology

9.2%$166.5M

Consumer Discretionary

2.5%$44.9M

Healthcare

2.1%$37.6M

Financials

2.0%$37.0M

Industrials

1.1%$20.7M

Communication Services

0.7%$12.6M

0.6%$10.9M

0.6%$10.1M

0.3%$6.5M

0.2%$3.2M

0.0%$570,943

Filing History

Feb 17, 202613F HOLDINGS REPORTQ/E Dec 2025465 pos · $1.81B
Nov 12, 202513F HOLDINGS REPORTQ/E Sep 2025408 pos · $1.63B
Jul 29, 202513F HOLDINGS REPORTQ/E Jun 2025429 pos · $1.46B
May 7, 202513F HOLDINGS REPORTQ/E Mar 2025367 pos · $1.20B
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024369 pos · $1.21B
Oct 29, 202413F HOLDINGS REPORTQ/E Sep 2024328 pos · $1.16B
Aug 7, 202413F HOLDINGS REPORTQ/E Jun 2024305 pos · $1.07B
May 8, 202413F HOLDINGS REPORTQ/E Mar 2024296 pos · $999.7M
Oct 27, 202313F HOLDINGS REPORTQ/E Dec 2023224 pos · $707.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD WORLD FD	921910816	589,456	$243.3M	15.64%
2	VANGUARD INTL EQUITY INDEX F	922042742	1,428,931	$201.6M	12.96%
3	SPDR SERIES TRUST	78464A508	2,072,630	$117.7M	7.57%
4	VANGUARD STAR FDS	921909768	1,392,855	$105.1M	6.75%
5	VANGUARD INDEX FDS	922908363	162,688	$102.0M	6.56%
6	SCHWAB STRATEGIC TR	808524300	2,336,825	$76.2M	4.90%
7	ISHARES TR	464288414	702,947	$75.3M	4.84%
8	VANGUARD INTL EQUITY INDEX F	922042874	737,382	$61.7M	3.96%
9	VANGUARD INDEX FDS	922908744	254,131	$48.5M	3.12%
10	MICROSOFT CORP	MSFT	98,172	$47.5M	3.05%
11	APPLE INC	AAPL	167,839	$45.6M	2.93%
12	SPDR S&P 500 ETF TR	SPY	55,213	$37.7M	2.43%
13	NVIDIA CORPORATION	NVDA	148,929	$27.8M	1.79%
14	ISHARES INC	46434G822	326,745	$26.4M	1.70%
15	SPDR SERIES TRUST	78468R408	1,017,170	$25.8M	1.66%
16	ISHARES INC	464286392	122,386	$22.7M	1.46%
17	VANGUARD INDEX FDS	922908769	56,306	$18.9M	1.21%
18	AMAZON COM INC	AMZN	79,781	$18.4M	1.18%
19	VANGUARD WHITEHALL FDS	921946406	123,124	$17.7M	1.14%
20	ISHARES TR	46432F834	182,485	$15.4M	0.99%