Q2 2026 13F · SEC CIK 1929170

Angeles Wealth Management, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 628
Top holdings a year, 3 yrs: +16.7%
Assets under management: $2.8B

Angeles Wealth Management, LLC is a wealth manager that reported 628 positions worth $2.2B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Vanguard World Fd (MGK, 11.5%), Vanguard Total World Stock Index Fund Et (VT, 10.9%), Vanguard Star Fds Vanguard Total Intl St (VXUS, 6.7%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Angeles Wealth Management, LLC holdings largest 50 of 628 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Angeles Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MGKVanguard World Fd	11.5%	11.4%	2,869,561	+402.4%	$252.3M
VTVanguard Total World Stock Index Fund Et	10.9%	11.1%	1,515,162	+2.9%	$237.8M
VXUSVanguard Star Fds Vanguard Total Intl St	6.7%	6.9%	1,720,778	+4.7%	$147.1M
SPYVSpdr Series Trust	6.4%	6.8%	2,311,111	+5.1%	$140.5M
VOOVanguard S&p 500 ETF	5.3%	5.3%	167,407	+1.9%	$115.0M
MUBIshares National Muni Bond ETF	3.8%	4.4%	778,690	+1.5%	$83.8M
SCHGSchwab U.s. Large-Cap Growth ETF	3.8%	3.7%	2,425,844	+2.8%	$82.1M
VGKVanguard Intl Equity Index F	3.3%	3.5%	817,271	+4.7%	$72.4M
AAPLApple Inc	2.6%	2.5%	193,597	+6.2%	$56.0M
VTVVanguard Value ETF	2.5%	2.7%	248,948	+0.2%	$54.3M
SPYSpdr S&p 500 ETF Tr	2.2%	2.0%	606,525	+997.8%	$47.2M
MSFTMicrosoft Corp	1.8%	2.0%	103,056	+6.2%	$38.4M
NVDANvidia Corporation Com	1.6%	1.6%	177,055	+4.4%	$35.4M
EWJIshares Inc	1.5%	1.6%	360,720	+5.6%	$33.6M
AMZNAmazon Com Inc Com	1.3%	1.1%	118,524	+18.7%	$28.2M
SJNKSpdr Series Trust	1.3%	1.5%	1,106,976	+1.7%	$27.7M
GOOGLAlphabet Inc	1.2%	1.0%	72,545	+14.6%	$25.9M
URTHIshares Inc	1.0%	1.2%	112,562	-4.4%	$22.8M
GOOGAlphabet Inc	0.9%	0.8%	58,140	+10.3%	$20.5M
VYMVym	0.9%	1.0%	122,945	-0.1%	$19.4M
VTIVanguard Index Fds	0.9%	0.9%	52,400	+0.6%	$19.4M
IXUSIshares Core Msci Total International St	0.8%	0.8%	178,358	-0.1%	$17.0M
AVGOBroadcom Inc	0.8%	0.7%	44,949	+4.8%	$17.0M
VUGVanguard Indx Fd	0.6%	0.6%	156,149	+503.3%	$13.5M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	26,682	+7.3%	$13.4M
JPMJpmorgan Chase & Co	0.6%	0.6%	38,089	+6.6%	$12.5M
VVisa Inc Com Cl A	0.5%	0.5%	31,305	+14.4%	$10.7M
COSTCostco Whsl Corp New	0.5%	0.6%	11,469	+6.3%	$10.7M
EFAiShs MSCI EAFE	0.5%	0.4%	100,725	+44.5%	$10.5M
MUMicron Technology Inc	0.5%	—	8,574	—	$9.9M
LLYLilly Eli & Co	0.4%	0.4%	7,926	+6.3%	$9.5M
BKLNInvesco Exch Traded Fd Tr II	0.4%	0.5%	443,742	-0.3%	$9.0M
PFFIshares Tr	0.4%	0.5%	284,867	-0.2%	$8.7M
SHYiShs Lehman 1-3Tsy	0.4%	0.4%	104,938	+10.5%	$8.6M
TSLATesla Inc Com	0.4%	0.4%	19,549	+12.5%	$8.2M
TSMTaiwan Semiconductor Manufac	0.4%	0.3%	16,282	+2.1%	$7.8M
IDVIshares Tr	0.3%	0.4%	182,000	+0.0%	$7.5M
METAMeta Platforms Inc Class A	0.3%	0.5%	13,190	-8.8%	$7.4M
TLHIshares Tr	0.3%	0.4%	70,568	-0.3%	$7.1M
VEAVanguard Tax-Managed Fds	0.3%	0.3%	95,901	+12.6%	$6.8M
ABBVAbbvie Inc	0.3%	0.2%	23,439	+12.8%	$5.9M
JNJJohnson & Johnson	0.2%	0.3%	20,743	+2.2%	$5.3M
GLDSpdr Gold Shares	0.2%	0.2%	14,217	+52.5%	$5.2M
GEGe Aerospace	0.2%	—	13,096	—	$4.9M
MRKMerck & Co. Inc	0.2%	0.2%	37,088	-1.3%	$4.8M
PWRQuanta Svcs Inc Com	0.2%	—	6,464	—	$4.7M
LRCXLam Research Corp	0.2%	—	10,468	—	$4.5M
AMDAdvanced Micro Devices Inc	0.2%	—	7,735	—	$4.5M
PAAPlains All American Pipeline LP	0.2%	0.2%	200,924	+4.2%	$4.5M
MAMastercard Inc.	0.2%	0.2%	8,689	-0.3%	$4.5M

What Angeles Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.2B	628
Q1 2026	$1.8B	524
Q4 2025	$1.8B	465
Q3 2025	$1.6B	407
Q2 2025	$1.5B	428
Q1 2025	$1.2B	367
Q4 2024	$1.2B	369
Q3 2024	$1.2B	328
Q2 2024	$1.1B	305
Q1 2024	$999.7M	296
Q4 2023	$820.8M	258
Q3 2023	$707.8M	224

Questions about Angeles Wealth Management, LLC's portfolio

What stocks does Angeles Wealth Management, LLC own?

Angeles Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 628 positions worth $2.2B. The largest are Vanguard World Fd (MGK) at 11.5%, Vanguard Total World Stock Index Fund Et (VT) at 10.9%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 6.7%, Spdr Series Trust (SPYV) at 6.4% and Vanguard S&p 500 ETF (VOO) at 5.3%.

What did Angeles Wealth Management, LLC buy last quarter?

In Q2 2026, Angeles Wealth Management, LLC added Spdr S&p 500 ETF Tr (SPY) (+997.8% shares), Vanguard Indx Fd (VUG) (+503.3% shares) and Vanguard World Fd (MGK) (+402.4% shares), compared with its Q1 2026 filing.

What did Angeles Wealth Management, LLC sell last quarter?

In Q2 2026, Angeles Wealth Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Home Depot Inc Com (HD), cut from its top 50 Vanguard International High Dividend Yie (VYMI), cut from its top 50 Wells Fargo Co New (WFC), cut from its top 50 Sherwin Williams Co Com (SHW) and Meta Platforms Inc Class A (META) (-8.8% shares), compared with its Q1 2026 filing.

How has Angeles Wealth Management, LLC's portfolio performed?

A portfolio copying Angeles Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +13.0% a year against +15.9%.

When is Angeles Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Angeles Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Angeles Wealth Management, LLC manage?

Angeles Wealth Management, LLC reported $2.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.2B.