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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$465B
$26.2 Million 1.61% of portfolio
140,212
Q3 2025 Added 22.45%
$2.39T
$15.1 Million 0.93% of portfolio
68,796
Q3 2025 Added 20.95%
$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%
$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%
$367B
$5.13 Million 0.32% of portfolio
12,672
Q3 2025 Added 0.6%
$1.29T
$4.77 Million 0.29% of portfolio
10,737
Q3 2025 Added 2.23%
$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%
$522B
$2.93 Million 0.18% of portfolio
15,821
Q3 2025 Added 4.94%
$235B
$2.8 Million 0.17% of portfolio
33,347
Q3 2025 Added 7.81%
$61.4B
$2.8 Million 0.17% of portfolio
6,762
Q3 2025 Reduced 0.01%
$182B
$2.78 Million 0.17% of portfolio
4,069
Q3 2025 Added 367.7%
$490B
$2.59 Million 0.16% of portfolio
22,949
Q3 2025 Reduced 12.4%
$82.8B
$2.3 Million 0.14% of portfolio
7,972
Q3 2025 Added 233.7%
$65.7B
$2.27 Million 0.14% of portfolio
28,388
Q3 2025 Reduced 3.87%
$222B
$2.33 Million 0.14% of portfolio
4,808
Q3 2025 Added 32.78%
$413B
$2.09 Million 0.13% of portfolio
40,530
Q3 2025 Added 1.0%
$98.1B
$2.18 Million 0.13% of portfolio
12,774
Q3 2025 Added 0.75%
$181B
$2.08 Million 0.13% of portfolio
21,269
Q3 2025 Added 140.93%
$1.24B
$2 Million 0.12% of portfolio
70,904
Q3 2025 Reduced 0.1%
$44.9B
$1.99 Million 0.12% of portfolio
61,728
Q3 2025 Reduced 0.56%
$102B
$1.89 Million 0.12% of portfolio
13,212
Q3 2025 Reduced 0.05%
$193B
$1.97 Million 0.12% of portfolio
4,396
Q3 2025 Reduced 6.25%
$204B
$2.02 Million 0.12% of portfolio
14,364
Q3 2025 Added 13.24%
$87.8B
$1.91 Million 0.12% of portfolio
4,007
Q3 2025 Reduced 1.67%
$187B
$1.86 Million 0.11% of portfolio
11,196
Q3 2025 Added 9.22%
$593B
$1.75 Million 0.11% of portfolio
6,239
Q3 2025 Added 5.89%
$19B
$1.81 Million 0.11% of portfolio
8,833
Q3 2025 Reduced 3.43%
$169B
$1.57 Million 0.1% of portfolio
1,710
Q3 2025 Reduced 2.01%
$258B
$1.56 Million 0.1% of portfolio
9,320
Q3 2025 Added 0.65%
$279B
$1.66 Million 0.1% of portfolio
16,090
Q3 2025 Added 2.07%
$11.6B
$1.62 Million 0.1% of portfolio
4,813
Q2 2025 Reduced 0.06%
$303B
$1.68 Million 0.1% of portfolio
10,818
Q3 2025 Added 12.72%

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
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email