ANGELES WEALTH MANAGEMENT, LLC

CIK

1929170

Location

SANTA MONICA, CA

Portfolio Value

Mid $1,080,731,792

Diversification

Moderately concentrated

Filing Date

Global Rank

#387 / 3,203 ▲ 2131

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-1.6%

Period ended 30 days ago

Filed Jul 28, 2026 · 2d

18 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.6%

SPY

+65.3%

Annualised alpha

-1.4%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

398 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

41.9%

+33.3 pts

Top 5

56.5%

+25.2 pts

Top 10

63.9%

+20.5 pts

HHI

1,836

Moderately concentrated+1,570

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.0%	$464,570,852	7
Technology	22.1%	$238,640,834	83
Financial Services	7.6%	$81,697,242	67
Consumer Cyclical	6.6%	$71,327,395	41
Healthcare	4.9%	$52,856,797	44
Industrials	4.7%	$50,814,224	55
Communication Services	3.9%	$42,616,459	18
Consumer Defensive	2.5%	$27,490,180	16
Energy	2.5%	$27,138,477	27
Basic Materials	0.9%	$9,229,500	11
Utilities	0.7%	$7,672,842	14
Real Estate	0.6%	$6,676,990	15

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+551,277	606,525	$452,934,674
ALIT	Alight, Inc. / Delaware	+300,000	315,400	$176,624
AMZN	Amazon Com Inc	+18,648	118,524	$28,249,010
NCNO	nCino, Inc.	+15,621	33,958	$555,213
AAPL	Apple Inc.	+11,237	193,597	$56,019,227
NVO	Novo Nordisk A S	+10,945	16,884	$809,418
BSX	Boston Scientific Corp	+10,053	17,202	$734,181
GOOGL	Alphabet Inc.	+9,266	72,545	$25,925,406
PAA	Plains All American Pipeline LP	+8,117	200,924	$4,472,568
NVDA	Nvidia Corp	+7,515	177,055	$35,426,934
BKNG	Booking Holdings Inc.	+6,195	6,453	$1,150,182
MSFT	Microsoft Corp	+5,991	103,056	$38,441,949
NEE	Nextera Energy Inc	+4,897	15,800	$1,386,766
GLD	Spdr Gold Trust	+4,897	14,217	$5,237,258
APH	Amphenol Corp /De/	+4,684	13,762	$2,426,515
KLAC	Kla Corp	+4,564	4,976	$1,501,308
FBTC	Fidelity Wise Origin Bitcoin Fund	+4,500	12,827	$654,818
TAK	Takeda Pharmaceutical Co Ltd	+4,265	17,800	$285,334
PG	PROCTER & GAMBLE Co	+4,146	12,810	$1,878,458
V	Visa Inc.	+3,929	31,305	$10,740,432
PAGP	Plains Gp Holdings LP	+3,762	84,656	$2,054,601
INTC	Intel Corp	+3,664	22,771	$3,179,514
QQQ	Invesco Qqq Trust, Series 1	+3,375	5,512	$4,059,036
VLO	Valero Energy Corp/Tx	+2,777	5,964	$1,553,264
CSCO	Cisco Systems, Inc.	+2,715	32,235	$3,786,323
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CUE	Cue Biopharma, Inc.	−303,000	7,000	$220,920
WIT	Wipro Ltd	−22,820	41,165	$92,621
INV	Innventure, Inc.	−13,495	49,462	$250,772
RAMP	LiveRamp Holdings, Inc.	−8,656	8,887	$334,506
CRI	Carters Inc	−7,323	27,937	$1,149,886
ARES	Ares Management Corp	−6,063	3,245	$361,200
FCX	Freeport-Mcmoran Inc	−5,316	7,291	$458,530
USB	US Bancorp De	−2,772	8,035	$485,314
MDT	Medtronic plc	−2,538	3,505	$274,196
CGNT	Cognyte Software Ltd.	−2,025	61,654	$541,322
PCG	PG&E Corp	−1,926	13,843	$232,839
HON	Honeywell International Inc	−1,487	1,495	$334,730
CI	Cigna Group	−1,363	2,409	$664,113
META	Meta Platforms, Inc.	−1,278	13,190	$7,429,795
ISRG	Intuitive Surgical Inc	−1,258	3,505	$1,393,868
MFG	Mizuho Financial Group Inc	−1,213	22,401	$214,601
BX	Blackstone Inc.	−1,154	11,922	$1,402,861
PGR	Progressive Corp/Oh/	−980	4,776	$1,043,317
TECH	BIO-TECHNE Corp	−843	6,237	$440,644
NKE	NIKE, Inc.	−785	11,971	$491,409
MCD	Mcdonalds Corp	−732	6,561	$1,773,503
PEP	Pepsico Inc	−702	18,665	$2,527,241
LOW	Lowes Companies Inc	−608	3,739	$824,412
COF	Capital One Financial Corp	−584	2,092	$419,697
CVLT	Commvault Systems Inc	−534	4,375	$620,068
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RH	Rh	15,002	$2,471,279
REAL	TheRealReal, Inc.	109,420	$1,290,061
JAZZ	Jazz Pharmaceuticals plc	5,068	$1,221,235
VST	Vistra Corp.	6,261	$993,182
VNOM	Viper Energy, Inc.	22,008	$933,139
RBLX	Roblox Corp	16,831	$915,269
PSA	Public Storage	2,828	$900,180
UAL	United Airlines Holdings, Inc.	5,702	$775,414
EOLS	Evolus, Inc.	105,545	$732,482
MRVL	Marvell Technology, Inc.	2,278	$678,593
PTON	Peloton Interactive, Inc.	107,604	$635,939
NU	Nu Holdings Ltd.	47,126	$629,603
RDDT	Reddit, Inc.	3,528	$612,390
DELL	Dell Technologies Inc.	1,266	$546,228
AR	ANTERO RESOURCES Corp	15,257	$536,130
FIGR	Figure Technology Solutions, Inc.	17,000	$522,070
AXON	Axon Enterprise, Inc.	902	$505,670
FSLR	First Solar, Inc.	2,117	$499,527
GAP	Gap Inc	25,044	$467,821
ALAB	Astera Labs, Inc.	938	$453,072
TTD	Trade Desk, Inc.	23,386	$422,818
UGI	Ugi Corp /Pa/	10,356	$357,696
CVS	CVS HEALTH Corp	3,443	$356,178
HONA	Honeywell Aerospace Inc.	1,570	$346,656
EXC	Exelon Corp	7,291	$339,906
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
APA	APA Corp	13,998	$594,075
EXEL	Exelixis, Inc.	9,933	$426,026
BALL	BALL Corp	7,071	$417,966
ZTS	Zoetis Inc.	3,033	$358,530
WGO	Winnebago Industries Inc	10,653	$330,136
TSCO	Tractor Supply Co /De/	7,185	$325,480
CMCSA	Comcast Corp	10,211	$293,157
KTOS	Kratos Defense & Security Solutions, Inc.	4,026	$283,873
RMD	Resmed Inc	1,204	$270,273
ICE	Intercontinental Exchange, Inc.	1,478	$232,459
NEM	NEWMONT Corp /DE/	2,104	$227,758
COR	Cencora, Inc.	703	$220,840
DPZ	Dominos Pizza Inc	609	$218,503
ADSK	Autodesk, Inc.	902	$215,938
ATO	Atmos Energy Corp	1,148	$212,058
TXRH	Texas Roadhouse, Inc.	1,266	$209,067
TM	Toyota Motor Corp/	1,002	$206,502
AEM	Agnico Eagle Mines Ltd	1,009	$204,806
OTF	Blue Owl Technology Finance Corp.	12,950	$160,450
HELE	Helen Of Troy Ltd	10,855	$156,529
ABEV	Ambev S.A.	13,596	$39,700
GOSS	Gossamer Bio, Inc.	20,000	$6,580
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

398 tracked positions · $1,080,731,792 total · as of Jun 30, 2026

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

Showing 1–50 of 398 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	606,525	+551,277	$452,934,674	+1160.6%	41.91%
AAPL	Apple Inc. Technology	Added	193,597	+11,237	$56,019,227	+21.0%	5.18%
MSFT	Microsoft Corp Technology	Added	103,056	+5,991	$38,441,949	+7.0%	3.56%
NVDA	Nvidia Corp Technology	Added	177,055	+7,515	$35,426,934	+19.8%	3.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	118,524	+18,648	$28,249,010	+35.8%	2.61%
GOOGL	Alphabet Inc. Communication Services	Added	72,545	+9,266	$25,925,406	+42.5%	2.40%
AVGO	Broadcom Inc. Technology	Added	44,949	+2,065	$16,979,484	+27.9%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	26,682	+1,823	$13,351,405	+12.1%	1.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	38,089	+2,371	$12,467,672	+18.7%	1.15%
V	Visa Inc. Financial Services	Added	31,305	+3,929	$10,740,432	+29.8%	0.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,469	+684	$10,728,905	−0.2%	0.99%
MU	Micron Technology Inc Technology	Added	8,574	+1,228	$9,896,882	+298.8%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	7,926	+468	$9,506,682	+38.6%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	19,549	+2,172	$8,222,309	+27.3%	0.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	16,282	+340	$7,775,794	+44.3%	0.72%
META	Meta Platforms, Inc. Communication Services	Reduced	13,190	-1,278	$7,429,795	−10.2%	0.69%
ABBV	AbbVie Inc. Healthcare	Added	23,439	+2,664	$5,898,189	+30.5%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	20,743	+442	$5,268,099	+6.2%	0.49%
GLD	Spdr Gold Trust	Added	14,217	+4,897	$5,237,258	+30.6%	0.48%
GE	General Electric Co Industrials	Reduced	13,096	-113	$4,894,368	+30.6%	0.45%
MRK	Merck & Co., Inc. Healthcare	Reduced	37,088	-495	$4,765,808	+5.4%	0.44%
PWR	Quanta Services, Inc. Industrials	Reduced	6,464	-348	$4,654,338	+24.5%	0.43%
LRCX	Lam Research Corp Technology	Added	10,468	+310	$4,536,098	+109.0%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	7,735	+1,118	$4,493,338	+233.8%	0.42%
PAA	Plains All American Pipeline LP Energy	Added	200,924	+8,117	$4,472,568	+3.9%	0.41%
MA	Mastercard Inc Financial Services	Reduced	8,689	-29	$4,462,670	+2.4%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,599	-267	$4,443,415	+5.0%	0.41%
SHW	Sherwin Williams Co Basic Materials	Added	12,776	+624	$4,399,032	+12.9%	0.41%
XOM	ExxonMobil Holdings Corp Energy	Added	31,610	+80	$4,321,719	−19.2%	0.40%
AMAT	Applied Materials Inc /De Technology	Added	5,881	+1,160	$4,251,963	+163.5%	0.39%
GEV	GE Vernova Inc. Industrials	Added	3,573	+189	$4,197,774	+42.1%	0.39%
WFC	Wells Fargo & Company/Mn Financial Services	Added	50,781	+98	$4,196,541	+4.0%	0.39%
QQQ	Invesco Qqq Trust, Series 1	Added	5,512	+3,375	$4,059,036	+229.1%	0.38%
CSCO	Cisco Systems, Inc. Technology	Added	32,235	+2,715	$3,786,323	+65.3%	0.35%
INTC	Intel Corp Technology	Added	22,771	+3,664	$3,179,514	+277.1%	0.29%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	30,421	+100	$2,919,807	−23.2%	0.27%
CTAS	Cintas Corp Industrials	Added	17,159	+757	$2,918,402	+5.2%	0.27%
WMT	Walmart Inc. Consumer Defensive	Added	25,437	+712	$2,880,994	−6.2%	0.27%
QCOM	Qualcomm Inc/De Technology	Added	14,712	+51	$2,718,630	+44.0%	0.25%
CVX	Chevron Corp Energy	Added	16,272	+487	$2,697,246	−17.4%	0.25%
BAC	Bank Of America Corp /De/ Financial Services	Added	47,290	+1,446	$2,694,584	+20.6%	0.25%
UNP	Union Pacific Corp Industrials	Added	9,617	+833	$2,615,824	+22.7%	0.24%
CL	Colgate Palmolive Co Consumer Defensive	Added	28,417	+635	$2,605,270	+10.0%	0.24%
STX	Seagate Technology Holdings plc Technology	Reduced	2,692	-168	$2,597,780	+131.9%	0.24%
RTX	RTX Corp Industrials	Reduced	13,509	-268	$2,563,062	−3.6%	0.24%
PEP	Pepsico Inc Consumer Defensive	Reduced	18,665	-702	$2,527,241	−16.0%	0.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	5,035	+121	$2,524,347	+4.5%	0.23%
RH	Rh PUT + SHARES Consumer Cyclical	NEW	15,002	NEW	$2,471,279	NEW	0.23%
APH	Amphenol Corp /De/ Technology	Added	13,762	+4,684	$2,426,515	+111.6%	0.22%
ETN	Eaton Corp plc Industrials	Added	5,490	+302	$2,339,398	+26.1%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.