ANGELES WEALTH MANAGEMENT, LLC

CIK

1929170

Location

SANTA MONICA, CA

Portfolio Value

Small $536,900,089

Diversification

Diversified

Filing Date

Global Rank

#2,220 / 8,232 ▲ 219

Top Industry

Semiconductors 11.6%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed May 6, 2026 · 38d

17 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.2%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

337 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

−0.7 pts

Top 5

31.4%

−3.5 pts

Top 10

43.4%

−3.2 pts

HHI

266

Diversified−55

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$174,680,532	65
Financial Services	12.6%	$67,438,513	54
Consumer Cyclical	10.9%	$58,756,035	37
Healthcare	8.5%	$45,810,932	44
Unclassified	8.1%	$43,582,877	7
Industrials	7.2%	$38,685,179	41
Communication Services	6.4%	$34,422,756	12
Energy	5.1%	$27,275,681	24
Consumer Defensive	4.9%	$26,413,404	16
Basic Materials	1.8%	$9,508,404	13
Utilities	1.0%	$5,236,846	11
Real Estate	0.9%	$5,088,930	13

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	+30,473	63,985	$135,648
FOXF	Fox Factory Holding Corp	+25,682	120,316	$1,980,401
WHR	Whirlpool Corp /De/	+25,663	38,697	$2,086,542
NVDA	Nvidia Corp	+20,611	169,540	$29,567,776
AMZN	Amazon Com Inc	+20,095	99,876	$20,801,174
LYG	Lloyds Banking Group plc	+19,190	39,787	$200,128
GOOGL	Alphabet Inc.	+14,621	63,279	$18,196,509
AAPL	Apple Inc.	+14,521	182,360	$46,281,144
FCX	Freeport-Mcmoran Inc	+7,664	12,607	$741,039
GLD	Spdr Gold Trust	+7,137	9,320	$4,010,302
TSLA	Tesla, Inc.	+5,816	17,377	$6,459,899
NCNO	nCino, Inc.	+5,417	18,337	$274,688
NOW	ServiceNow, Inc.	+5,006	14,018	$1,465,581
F	Ford Motor Co	+4,945	117,882	$1,360,358
T	At&T Inc.	+4,538	30,978	$898,052
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+3,882	13,387	$289,962
AVGO	Broadcom Inc.	+3,607	42,884	$13,273,026
CMCSA	Comcast Corp	+3,317	10,211	$293,157
CSCO	Cisco Systems, Inc.	+3,156	29,520	$2,290,456
MRK	Merck & Co., Inc.	+3,138	37,583	$4,520,859
QCOM	Qualcomm Inc/De	+2,975	14,661	$1,888,043
WMT	Walmart Inc.	+2,926	24,725	$3,072,823
VZ	Verizon Communications Inc	+2,871	14,372	$721,474
XOM	Exxon Mobil Corp	+2,754	31,530	$5,349,379
CVX	Chevron Corp	+2,694	15,785	$3,265,916
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRI	Carters Inc	−35,644	35,260	$1,260,897
UBER	Uber Technologies, Inc	−8,781	12,912	$928,760
INV	Innventure, Inc.	−6,000	62,957	$246,161
CI	Cigna Group	−4,145	3,772	$1,006,181
INTU	Intuit Inc.	−2,884	1,344	$581,118
KTOS	Kratos Defense & Security Solutions, Inc.	−2,127	4,026	$283,873
ABT	Abbott Laboratories	−1,594	10,793	$1,108,117
MSFT	Microsoft Corp	−1,107	97,065	$35,930,551
EPD	Enterprise Products Partners L.P.	−1,026	29,957	$1,133,572
LVS	Las Vegas Sands Corp	−873	5,372	$289,443
STX	Seagate Technology Holdings plc	−847	2,860	$1,120,433
FTNT	Fortinet, Inc.	−762	3,929	$321,077
AMT	American Tower Corp /Ma/	−716	2,491	$429,896
HD	Home Depot, Inc.	−687	12,866	$4,231,498
CGNT	Cognyte Software Ltd.	−635	63,679	$515,799
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−578	15,942	$5,387,598
NKE	NIKE, Inc.	−516	12,756	$673,771
DIS	Walt Disney Co	−405	10,997	$1,059,890
PCG	PG&E Corp	−389	15,769	$277,061
BDX	Becton Dickinson & Co	−294	2,130	$334,899
RBC	RBC Bearings INC	−230	1,219	$662,063
DHR	Danaher Corp /De/	−186	5,590	$1,059,864
CME	Cme Group Inc.	−163	1,335	$394,292
D	Dominion Energy, Inc	−163	5,964	$368,694
BX	Blackstone Inc.	−127	13,076	$1,503,609
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PAA	Plains All American Pipeline LP	192,807	$4,305,380
AVPT	AvePoint, Inc.	187,493	$1,783,058
LBRT	Liberty Energy Inc.	46,860	$1,349,568
APA	APA Corp	13,998	$594,075
AZN	Astrazeneca PLC	2,176	$429,150
ED	Consolidated Edison Inc	3,746	$423,972
SLV	iShares Silver Trust	5,523	$376,337
IPGP	Ipg Photonics Corp	3,150	$360,958
WCN	Waste Connections, Inc.	1,886	$306,361
TRGP	Targa Resources Corp.	1,182	$296,362
WDC	Western Digital Corp	1,087	$294,022
EQIX	Equinix Inc	299	$293,091
KR	Kroger Co	3,963	$286,762
IMO	Imperial Oil Ltd	2,170	$283,879
VRT	Vertiv Holdings Co	1,128	$282,654
MPWR	Monolithic Power Systems Inc	258	$282,084
GSK	GSK plc	5,092	$281,027
ROST	Ross Stores, Inc.	1,295	$280,535
SNDK	Sandisk Corp	417	$264,936
SO	Southern Co	2,739	$264,368
HSBC	Hsbc Holdings PLC	3,190	$263,143
TTE	TotalEnergies SE	2,840	$258,383
PRLB	Proto Labs Inc	4,490	$256,019
THG	Hanover Insurance Group, Inc.	1,444	$250,317
DRI	Darden Restaurants Inc	1,274	$249,754
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	18,148	$1,240,597
AVAV	AeroVironment Inc	1,915	$463,219
SE	Sea Ltd	3,020	$385,261
VEEV	Veeva Systems Inc	1,614	$360,293
FICO	Fair Isaac Corp	190	$321,217
QLYS	Qualys, Inc.	1,850	$245,865
BITW	Bitwise 10 Crypto Index ETF	3,948	$231,984
SPSC	Sps Commerce Inc	2,549	$227,192
MANH	Manhattan Associates Inc	1,278	$221,490
HEI	Heico Corp	683	$221,011
FDS	Factset Research Systems Inc	756	$219,383
AON	Aon plc	613	$216,315
HPQ	Hp Inc	9,554	$212,863
AXON	Axon Enterprise, Inc.	370	$210,134
MRSH	Marsh & Mclennan Companies, Inc.	1,126	$208,895
MET	Metlife Inc	2,610	$206,033
MORN	Morningstar, Inc.	929	$201,880
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

337 positions · $536,900,089 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 337 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	182,360	+14,521	$46,281,144	+1.4%	8.62%
MSFT	Microsoft Corp Technology	Reduced	97,065	-1,107	$35,930,551	−24.3%	6.69%
SPY	Spdr S&P 500 ETF Trust	Added	55,248	+35	$35,929,984	−4.6%	6.69%
NVDA	Nvidia Corp Technology	Added	169,540	+20,611	$29,567,776	+6.5%	5.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	99,876	+20,095	$20,801,174	+13.0%	3.87%
GOOGL	Alphabet Inc. Communication Services	Added	63,279	+14,621	$18,196,509	+19.5%	3.39%
AVGO	Broadcom Inc. Technology	Added	42,884	+3,607	$13,273,026	−2.4%	2.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,859	+2,452	$11,912,432	+5.8%	2.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,785	+644	$10,746,497	+22.9%	2.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	35,718	+1,778	$10,506,806	−3.9%	1.96%
META	Meta Platforms, Inc. Communication Services	Added	14,468	+1,470	$8,277,576	−3.5%	1.54%
V	Visa Inc. Financial Services	Added	27,376	+1,583	$8,274,122	−8.5%	1.54%
LLY	ELI LILLY & Co Healthcare	Added	7,458	+732	$6,859,644	−5.1%	1.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,377	+5,816	$6,459,899	+24.2%	1.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,942	-578	$5,387,598	+7.3%	1.00%
XOM	Exxon Mobil Corp Energy	Added	31,530	+2,754	$5,349,379	+54.5%	1.00%
JNJ	Johnson & Johnson Healthcare	Added	20,301	+1,310	$4,962,376	+26.3%	0.92%
MRK	Merck & Co., Inc. Healthcare	Added	37,583	+3,138	$4,520,859	+24.7%	0.84%
ABBV	AbbVie Inc. Healthcare	Added	20,775	+412	$4,518,354	−2.9%	0.84%
MA	Mastercard Inc Financial Services	Added	8,718	+866	$4,356,035	−2.8%	0.81%
PAA	Plains All American Pipeline LP Energy	NEW	192,807	NEW	$4,305,380	NEW	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,866	-687	$4,231,498	−9.3%	0.79%
WFC	Wells Fargo & Company/Mn Financial Services	Added	50,683	+2,116	$4,034,873	−10.9%	0.75%
GLD	Spdr Gold Trust	Added	9,320	+7,137	$4,010,302	+363.5%	0.75%
SHW	Sherwin Williams Co Basic Materials	Added	12,152	+46	$3,895,323	−0.7%	0.73%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	30,321	+219	$3,804,072	−13.8%	0.71%
GE	General Electric Co Industrials	Added	13,209	+1,487	$3,748,317	+3.8%	0.70%
PWR	Quanta Services, Inc. Industrials	Reduced	6,812	-79	$3,739,924	+28.6%	0.70%
CVX	Chevron Corp Energy	Added	15,785	+2,694	$3,265,916	+63.7%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	24,725	+2,926	$3,072,823	+26.5%	0.57%
PEP	Pepsico Inc Consumer Defensive	Added	19,367	+511	$3,007,501	+11.1%	0.56%
GEV	GE Vernova Inc. Industrials	Added	3,384	+236	$2,953,893	+43.6%	0.55%
NFLX	Netflix Inc Communication Services	Added	28,897	+2,282	$2,778,446	+11.3%	0.52%
CTAS	Cintas Corp Industrials	Added	16,402	+249	$2,774,234	−8.7%	0.52%
RTX	RTX Corp Industrials	Added	13,777	+1,092	$2,657,583	+14.2%	0.49%
MU	Micron Technology Inc Technology	Added	7,346	+885	$2,481,772	+34.6%	0.46%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	4,914	+37	$2,415,378	−14.5%	0.45%
CL	Colgate Palmolive Co Consumer Defensive	Added	27,782	+1,659	$2,367,859	+14.7%	0.44%
CSCO	Cisco Systems, Inc. Technology	Added	29,520	+3,156	$2,290,456	+12.8%	0.43%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	14,205	+685	$2,268,538	+9.2%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,293	+323	$2,266,591	+6.4%	0.42%
BAC	Bank Of America Corp /De/ Financial Services	Added	45,844	+1,908	$2,234,895	−7.5%	0.42%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,763	+137	$2,195,695	−16.2%	0.41%
LRCX	Lam Research Corp Technology	Added	10,158	+2,015	$2,170,358	+55.7%	0.40%
UNP	Union Pacific Corp Industrials	Added	8,784	+255	$2,131,174	+8.0%	0.40%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Added	38,697	+25,663	$2,086,542	+121.9%	0.39%
FOXF	Fox Factory Holding Corp Consumer Cyclical	Added	120,316	+25,682	$1,980,401	+22.3%	0.37%
PAGP	Plains Gp Holdings LP Energy	Held	80,894	0	$1,964,106	+26.9%	0.37%
QCOM	Qualcomm Inc/De Technology	Added	14,661	+2,975	$1,888,043	−5.5%	0.35%
ETN	Eaton Corp plc Industrials	Added	5,188	+720	$1,855,591	+30.4%	0.35%