Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025

Angeles Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.62 Billion distributed in 408 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $233M, Vanguard Total World Stk Index with a value of $187M, Spdr Portfolio S&P 500 Value E with a value of $104M, Vanguard Star Fd Vanguard Tota with a value of $94.5M, and Vanguard Index Fds S&P 500 ETF with a value of $85.4M.

Examining the 13F form we can see an increase of $171M in the current position value, from $1.45B to 1.62B.

Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.62 Billion
ETFs: $1.19 Billion
Technology: $157 Million
Financial Services: $92.9 Million
Consumer Cyclical: $50 Million
Communication Services: $35.5 Million
Healthcare: $34.5 Million
Industrials: $25.7 Million
Consumer Defensive: $20.4 Million
Other: $19.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$233 Million 14.37% of portfolio
578,678
Q3 2025 Added 0.56%
$0
$187 Million 11.51% of portfolio
1,353,628
Q3 2025 Added 2.22%
$0
$104 Million 6.44% of portfolio
1,886,026
Q3 2025 Added 5.78%
$0
$94.5 Million 5.83% of portfolio
1,286,740
Q3 2025 Added 3.58%
$0
$85.4 Million 5.27% of portfolio
139,526
Q3 2025 Added 0.76%
$0
$71 Million 4.38% of portfolio
666,498
Q3 2025 Added 14.69%
$0
$69.6 Million 4.29% of portfolio
2,179,648
Q3 2025 Added 4.4%
$0
$55.8 Million 3.44% of portfolio
698,721
Q3 2025 Added 6.23%
$0
$49.7 Million 3.06% of portfolio
266,325
Q3 2025 Reduced 0.64%
$3.78T
$46.2 Million 2.85% of portfolio
89,128
Q3 2025 Added 4.95%
$4.3T
$37.8 Million 2.33% of portfolio
148,598
Q3 2025 Added 6.27%
$24.4B
$34.1 Million 2.11% of portfolio
213,393
Q3 2025 Reduced 0.31%
$0
$31 Million 1.91% of portfolio
46,529
Q3 2025 Added 6.61%
$465B
$26.2 Million 1.61% of portfolio
140,212
Q3 2025 Added 22.45%
$0
$24.7 Million 1.52% of portfolio
307,757
Q3 2025 Added 4.65%
$0
$23.2 Million 1.43% of portfolio
905,152
Q3 2025 Added 15.86%
$0
$17.9 Million 1.11% of portfolio
54,594
Q3 2025 Reduced 0.08%
$0
$15.1 Million 0.93% of portfolio
182,862
Q3 2025 Reduced 2.85%
$2.39T
$15.1 Million 0.93% of portfolio
68,796
Q3 2025 Added 20.95%
$0
$12.6 Million 0.78% of portfolio
26,227
Q3 2025 Reduced 1.06%
$662B
$11.1 Million 0.68% of portfolio
22,080
Q3 2025 Added 68.77%
$1.74T
$10 Million 0.62% of portfolio
41,222
Q3 2025 Added 0.81%
$404B
$9.64 Million 0.59% of portfolio
10,412
Q3 2025 Reduced 0.18%
$1.65T
$9.53 Million 0.59% of portfolio
39,196
Q3 2025 Added 12.74%
$1.37T
$9.01 Million 0.56% of portfolio
12,266
Q3 2025 Added 27.57%
$881B
$9.07 Million 0.56% of portfolio
28,747
Q3 2025 Added 61.01%
$533B
$8.16 Million 0.5% of portfolio
23,915
Q3 2025 Added 31.12%
$0
$7.56 Million 0.47% of portfolio
360,967
Q3 2025 Added 16.27%
$0
$7.43 Million 0.46% of portfolio
234,899
Q3 2025 Added 13.91%
$418B
$6.74 Million 0.42% of portfolio
37,737
Q3 2025 Added 0.17%
$139B
$6.66 Million 0.41% of portfolio
20,183
Q3 2025 Added 4.42%
$0
$5.67 Million 0.35% of portfolio
68,360
Q3 2025 Added 3.02%
$367B
$5.13 Million 0.32% of portfolio
12,672
Q3 2025 Added 0.6%
$0
$5.03 Million 0.31% of portfolio
48,793
Q3 2025 Added 11.89%
$0
$5.03 Million 0.31% of portfolio
83,991
Q3 2025 Added 13.13%
$0
$4.81 Million 0.3% of portfolio
45,034
Q3 2025 Reduced 11.87%
$1.29T
$4.77 Million 0.29% of portfolio
10,737
Q3 2025 Added 2.23%
$0
$4.6 Million 0.28% of portfolio
9,817
Q3 2025 Added 1.56%
$86.1B
$4.24 Million 0.26% of portfolio
12,255
Q3 2025 Added 0.23%
$971B
$4.17 Million 0.26% of portfolio
5,471
Q3 2025 Reduced 4.25%
$1.46T
$3.86 Million 0.24% of portfolio
13,812
Q3 2025 Added 149.27%
$317B
$3.82 Million 0.24% of portfolio
45,627
Q3 2025 Added 0.24%
$512B
$3.93 Million 0.24% of portfolio
6,905
Q3 2025 Reduced 1.09%
$453B
$3.77 Million 0.23% of portfolio
5
Q1 2025 New
$414B
$3.45 Million 0.21% of portfolio
14,886
Q3 2025 Added 3.1%
$328B
$3.45 Million 0.21% of portfolio
11,482
Q3 2025 Added 212.69%
$49.1B
$3.11 Million 0.19% of portfolio
2,594
Q3 2025 Reduced 4.03%
$0
$2.91 Million 0.18% of portfolio
4,355
Q3 2025 Added 28.13%
$522B
$2.93 Million 0.18% of portfolio
15,821
Q3 2025 Added 4.94%

Summary

  • Portfolio
  • No. of Stocks 408
  • Current Value $1.62 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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