ANGELES WEALTH MANAGEMENT, LLC

CIK

1929170

Location

SANTA MONICA, CA

Portfolio Value

Mid $1,080,652,312

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,874 / 8,700 ▼ 250

Top Industry

Semiconductors 14.0%

Period ended 3 months ago

Filed Jul 28, 2026 · 48d

18 quarters · since Mar 2022

Portfolio Concentration

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

Top Position

41.9%

+25.5 pts

Top 5

56.5%

+5.3 pts

Top 10

63.9%

−2.5 pts

HHI

1,836

Moderately concentrated+1,186

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%	$27,058,997	26
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
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
ACN	Accenture plc	+2,703	7,549	$939,397
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
GOOGL	Alphabet Inc.	−43,444	72,545	$25,925,406
WIT	Wipro Ltd	−22,820	41,165	$92,621
INV	Innventure, Inc.	−13,495	49,462	$250,772
STT	State Street Corp	−12,786	2,496	$423,321
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
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

25 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	2,324,998	$271,996,378
VB	Vanguard Morningstar Small-Cap ETF	499,320	$167,304,821
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,853,839	$156,608,796
VXUS	Vanguard Total International Stock ETF	1,643,243	$126,710,467
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,214,418	$125,666,328
FNDA	Schwab Fundamental U.S. Small Company ETF	2,656,157	$76,551,591
BKF	iShares MSCI BIC ETF	468,841	$50,633,045
EDV	Vanguard World Funds Extended Duration ETF	573,531	$42,242,710
—		1,089,141	$27,259,069
VIGI	Vanguard International Dividend Appreciation ETF	167,124	$22,381,224
IVZ	Invesco Ltd.	445,052	$9,083,511
VEA	Vanguard FTSE Developed Markets ETF	85,156	$5,456,796
DCOR	Dimensional US Core Equity 1 ETF	73,408	$3,240,907
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	34,067	$2,914,006
AAAA	Amplius Aggressive Asset Allocation ETF	29,257	$1,598,895
VIG	Vanguard Dividend Appreciation ETF	6,309	$1,318,905
AFK	VanEck Africa Index ETF	10,385	$1,287,987
AIEQ	Amplify AI Powered Equity ETF	31,272	$933,884
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	12,198	$878,645
NBCE	Neuberger China Equity ETF	17,293	$876,928
ACLO	TCW AAA CLO ETF	28,350	$779,766
CWI	State Street SPDR MSCI ACWI ex-US ETF	15,459	$733,549
ACSG	American Century Small Cap Growth Insights ETF	6,522	$712,325
AADR	AdvisorShares Dorsey Wright ADR ETF	232,907	$613,649
APA	APA Corp	13,998	$594,075
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

397 tracked positions · $1,080,652,312 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 397 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	Reduced	72,545	-43,444	$25,925,406	−22.2%	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	+1,818	$13,351,405	−13.9%	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	+5.8%	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.