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 Market Cap. of $10 Billions to $200 Billions