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
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025465 pos · $1.81B
- 13F HOLDINGS REPORTQ/E Sep 2025408 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Jun 2025429 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Mar 2025367 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Dec 2024369 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Sep 2024328 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Jun 2024305 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Mar 2024296 pos · $999.7M
- 13F HOLDINGS REPORTQ/E Dec 2023224 pos · $707.8M
- 13F HOLDINGS REPORTQ/E Sep 2023217 pos · $733.7M
- 13F HOLDINGS REPORTQ/E Jun 2023206 pos · $672.2M
- 13F HOLDINGS REPORTQ/E Mar 2023211 pos · $571.3M
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% |