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 ETFs Only

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%
$0
$31 Million 1.91% of portfolio
46,529
Q3 2025 Added 6.61%
$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
$21.6 Million 1.33% of portfolio
119,030
Q3 2025 Reduced 0.23%
$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%
$0
$12.6 Million 0.78% of portfolio
26,227
Q3 2025 Reduced 1.06%
$0
$7.43 Million 0.46% of portfolio
234,899
Q3 2025 Added 13.91%
$0
$5.67 Million 0.35% of portfolio
68,360
Q3 2025 Added 3.02%
$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%
$0
$4.6 Million 0.28% of portfolio
9,817
Q3 2025 Added 1.56%
$0
$2.91 Million 0.18% of portfolio
4,355
Q3 2025 Added 28.13%
$0
$2.58 Million 0.16% of portfolio
100,227
Q2 2025 Added 1,895.36%
$0
$1.9 Million 0.12% of portfolio
35,125
Q3 2025 Added 42.88%
$0
$1.77 Million 0.11% of portfolio
67,485
Q2 2025 Reduced 5.43%
$0
$1.77 Million 0.11% of portfolio
75,820
Q2 2025 New
$0
$1.56 Million 0.1% of portfolio
8,563
Q3 2025 Reduced 0.1%
$0
$1.63 Million 0.1% of portfolio
16,217
Q3 2025 Added 239.69%
$0
$1.49 Million 0.09% of portfolio
14,292
Q3 2024 Added 94.34%
$0
$1.46 Million 0.09% of portfolio
22,382
Q3 2025 Reduced 2.93%
$0
$1.34 Million 0.08% of portfolio
6,564
Q3 2025 Added 9.69%
$0
$1.07 Million 0.07% of portfolio
8,850
Q3 2024 New
$0
$1.17 Million 0.07% of portfolio
1,942
Q3 2025 Added 0.1%
$0
$1.16 Million 0.07% of portfolio
25,976
Q3 2025 Reduced 12.39%
$0
$1.2 Million 0.07% of portfolio
14,996
Q3 2025 Added 7.24%
$0
$1.11 Million 0.07% of portfolio
7,909
Q3 2025 Reduced 0.63%
$0
$1.1 Million 0.07% of portfolio
24,727
Q3 2025 Reduced 17.77%
$65.3B
$946,000 0.06% of portfolio
13,000
Q1 2025 Reduced 0.86%
$0
$948,000 0.06% of portfolio
3,921
Q3 2025 Reduced 3.4%
$0
$793,000 0.05% of portfolio
9,089
Q3 2025 Added 49.37%
$0
$854,000 0.05% of portfolio
9,149
Q3 2025 Added 209.4%
$0
$863,000 0.05% of portfolio
17,047
Q3 2025 Added 118.64%
$130B
$775,000 0.05% of portfolio
2,183
Q3 2025 Added 2.01%
$0
$833,000 0.05% of portfolio
9,334
Q2 2025 Reduced 26.53%
$0
$852,000 0.05% of portfolio
7,176
Q3 2025 Added 7.36%
$0
$580,000 0.04% of portfolio
10,815
Q3 2025 Reduced 36.01%
$0
$699,000 0.04% of portfolio
2,383
Q3 2025 Reduced 2.73%
$0
$577,000 0.04% of portfolio
2,273
Q3 2025 Reduced 3.73%

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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