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
$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%
$224B
$1.16 Million 0.07% of portfolio
3,831
Q3 2025 Reduced 0.67%
$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%
$193B
$1.2 Million 0.07% of portfolio
10,485
Q3 2025 Added 2.22%
$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%
$270B
$928,000 0.06% of portfolio
5,843
Q3 2025 Added 1.05%
$140B
$895,000 0.06% of portfolio
3,562
Q3 2025 Reduced 3.91%
$65.3B
$946,000 0.06% of portfolio
13,000
Q1 2025 Reduced 0.86%
$255B
$981,000 0.06% of portfolio
2,955
Q3 2025 Added 1.65%
$79.6B
$917,000 0.06% of portfolio
7,414
Q3 2025 Reduced 1.03%
$0
$948,000 0.06% of portfolio
3,921
Q3 2025 Reduced 3.4%
$79.2B
$907,000 0.06% of portfolio
13,021
Q3 2025 Added 1.7%
$306B
$925,000 0.06% of portfolio
13,960
Q3 2025 Reduced 7.67%
$300B
$921,000 0.06% of portfolio
2,670
Q3 2025 Added 146.54%
$70.2B
$971,000 0.06% of portfolio
31,083
Q2 2025 Reduced 13.32%
$0
$793,000 0.05% of portfolio
9,089
Q3 2025 Added 49.37%
$268B
$798,000 0.05% of portfolio
4,773
Q3 2025 Added 2.16%
$9.12B
$731,000 0.05% of portfolio
8,010
Q3 2025 Reduced 9.03%
$57.4B
$761,000 0.05% of portfolio
1,192
Q3 2025 Added 0.85%
$0
$854,000 0.05% of portfolio
9,149
Q3 2025 Added 209.4%
$23.1B
$795,000 0.05% of portfolio
2,576
Q3 2025 Reduced 0.81%
$167B
$837,000 0.05% of portfolio
8,776
Q3 2025 Reduced 0.37%
$0
$863,000 0.05% of portfolio
17,047
Q3 2025 Added 118.64%
$11.6B
$832,000 0.05% of portfolio
22,796
Q3 2025 Reduced 3.37%
$160B
$848,000 0.05% of portfolio
4,282
Q3 2025 Reduced 7.44%
$65.2B
$885,000 0.05% of portfolio
2,096
Q3 2025 Added 0.48%
$130B
$775,000 0.05% of portfolio
2,183
Q3 2025 Added 2.01%
$61.4B
$778,000 0.05% of portfolio
3,821
Q3 2025 Added 0.08%
$113B
$810,000 0.05% of portfolio
8,571
Q3 2025 Added 2.27%
$269B
$856,000 0.05% of portfolio
3,579
Q3 2025 Added 2.79%
$0
$833,000 0.05% of portfolio
9,334
Q2 2025 Reduced 26.53%
$53.3B
$824,000 0.05% of portfolio
3,494
Q3 2025 Added 0.26%
$0
$852,000 0.05% of portfolio
7,176
Q3 2025 Added 7.36%
$152B
$764,000 0.05% of portfolio
3,101
Q3 2025 Reduced 12.3%
$118B
$871,000 0.05% of portfolio
3,547
Q3 2025 Reduced 2.07%
$346B
$793,000 0.05% of portfolio
5,165
Q3 2025 Reduced 24.07%
$151B
$818,000 0.05% of portfolio
2,320
Q3 2025 Added 6.28%
$388B
$834,000 0.05% of portfolio
5,155
Q3 2025 Added 1.22%
$0
$580,000 0.04% of portfolio
10,815
Q3 2025 Reduced 36.01%
$123B
$636,000 0.04% of portfolio
1,275
Q3 2025 Reduced 18.63%
$7.28B
$706,000 0.04% of portfolio
2,245
Q2 2025 Reduced 8.92%
$99.5B
$599,000 0.04% of portfolio
13,287
Q3 2025 Reduced 11.32%
$104B
$660,000 0.04% of portfolio
10,000
Q3 2025 Added 0.58%
$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%
$0
$704,000 0.04% of portfolio
7,299
Q3 2023 Added 62.42%

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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