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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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