ANGELES WEALTH MANAGEMENT, LLC

Registered adviser

CIK

1929170

Location

SANTA MONICA, CA

Portfolio Value

Mid $2,229,226,648

Diversification

Diversified

Filing Date

Global Rank

#1,508 / 8,819 ▲ 150 · as of Jun 2026

Top Industry

Semiconductors 13.7%

Period ended 29 days ago

Filed Oct 26, 2026 · 3d

19 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 159952

Roster of Oct 1, 2026

Regulatory AUM

$2,810,418,095

Main clients

Individuals and high net worth (88% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,810,418,095	Individuals and high net worth (88%)
Apr 2025 to Mar 2026	$2,271,897,955	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$1,803,932,586	Individuals and high net worth (99%)
May 2023 to Mar 2024	$1,185,784,521	Individuals and high net worth (98%)
Apr 2023	$1,185,784,521	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$1,092,709,082	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.4% of the book (60%+)

Turnover

Low turnover

6.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 63.6%; sector active share 57.4% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

589 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.6%

+0.3 pts

Top 5

50.5%

+0.2 pts

Top 10

69.6%

+1.3 pts

HHI

661

Diversified+22

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.4%	$1,591,654,128	214
Technology	11.5%	$256,503,616	84
Financial Services	3.7%	$82,452,594	66
Consumer Cyclical	2.9%	$63,812,103	35
Communication Services	2.7%	$60,729,802	16
Healthcare	2.5%	$55,138,736	46
Industrials	2.1%	$45,951,528	52
Energy	1.2%	$27,616,802	24
Consumer Defensive	1.2%	$25,802,551	15
Basic Materials	0.4%	$8,639,739	11
Utilities	0.3%	$6,065,098	13
Real Estate	0.2%	$4,859,951	13

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+710,804	712,072	$40,986,864
SUB	iShares Short-Term National Muni Bond ETF	+654,504	683,248	$71,426,745
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+116,047	2,427,158	$148,372,168
SCHG	Schwab U.S. Large-Cap Growth ETF	+107,411	2,533,255	$91,019,852
VXUS	Vanguard Total International Stock ETF	+73,223	1,794,001	$152,418,324
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+58,624	1,573,786	$248,422,120
EOLS	Evolus, Inc.	+51,955	157,500	$1,260,000
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+43,353	2,912,914	$269,881,482
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	+37,538	854,809	$74,197,421
WHR	Whirlpool Corp	+25,939	65,110	$1,997,574
SOC	Sable Offshore Corp.	+25,205	36,814	$127,376
APH	Amphenol Corp	+19,436	33,198	$2,798,591
BKLN	Invesco Ltd.	+17,353	461,095	$0
PFF	iShares Preferred and Income Securities ETF	+14,154	299,021	$8,821,119
EWJ	iShares MSCI Japan ETF	+13,580	374,300	$36,479,278
SCJ	iShares MSCI Japan Small-Cap ETF	+13,359	651,197	$651,197
GOOGM	Alphabet Inc.	+13,300	17,147	$841,574
PAGP	Plains Gp Holdings LP	+7,400	92,056	$2,384,250
MDLZ	Mondelez International, Inc.	+5,326	9,305	$538,015
CRWD	CrowdStrike Holdings, Inc.	+5,294	7,198	$1,905,670
MNST	Monster Beverage Corp	+5,051	12,900	$536,898
ZION	Zions Bancorporation, National Association	+3,719	14,514	$909,302
IAU	Ishares Gold Trust	+3,672	17,006	$1,328,168
STAA	Staar Surgical Co	+3,570	10,855	$245,431
ACWX	iShares MSCI ACWI ex U.S. ETF	+3,459	5,007	$378,629
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MUB	iShares National Muni Bond ETF	−673,785	104,905	$10,605,895
SPY	Spdr S&P 500 ETF Trust	−107,904	498,621	$48,315,427
AVPT	AvePoint, Inc.	−84,407	103,086	$1,451,450
TLH	iShares 10-20 Year Treasury Bond ETF	−62,038	8,530	$786,210
WIT	Wipro Ltd	−19,539	21,626	$35,682
CRI	Carters Inc	−17,671	10,266	$321,428
SHY	iShares 1-3 Year Treasury Bond ETF	−12,373	92,565	$7,516,278
QQQI	NEOS Nasdaq-100(R) High Income ETF	−11,500	2,711	$150,596
SPYI	NEOS S&P 500(R) High Income ETF	−11,500	2,874	$152,810
CPNG	Coupang, Inc.	−7,394	56,955	$789,965
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−7,210	65,362	$3,876,620
AMZN	Amazon Com Inc	−6,105	112,419	$28,009,193
AAPL	Apple Inc.	−5,869	187,728	$62,517,178
—		−4,684	1,102,292	$0
BAC	Bank Of America Corp	−4,006	43,284	$2,355,948
GOOGL	Alphabet Inc.	−3,901	68,644	$23,619,027
PAA	Plains All American Pipeline LP	−3,890	197,034	$4,673,646
VEA	Vanguard FTSE Developed Markets ETF	−3,781	92,120	$6,504,593
EPD	Enterprise Products Partners L.P.	−3,575	26,120	$930,133
VV	VANGUARD LARGE-CAP INDEX FUND	−3,572	934	$328,627
NVDA	Nvidia Corp	−3,270	173,785	$39,689,018
VLO	Valero Energy Corp	−3,143	2,821	$1,093,447
NFLX	Netflix Inc	−3,048	25,585	$1,780,204
DFAT	Dimensional U.S. Targeted Value ETF	−2,920	5,018	$333,395
PCG	PG&E Corp	−2,810	11,033	$135,154
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	9,562	$1,442,523
ABVX	Abivax S.A.	5,017	$496,783
FIG	Figma, Inc.	20,000	$420,400
SKHY	SK hynix Inc.	1,598	$294,271
AVAV	AeroVironment Inc	2,002	$284,724
SPSC	Sps Commerce Inc	3,395	$279,883
ELV	Elevance Health, Inc.	706	$274,506
TWLO	Twilio Inc	877	$256,487
MANH	Manhattan Associates Inc	1,257	$249,765
AZTA	Azenta, Inc.	7,069	$246,637
BITW	Bitwise 10 Crypto Index ETF	3,948	$216,725
SHG	Shinhan Financial Group Co Ltd	2,731	$212,116
INCY	Incyte Corp	1,694	$205,566
ICE	Intercontinental Exchange, Inc.	1,352	$205,544
TM	Toyota Motor Corp	1,121	$205,255
ABNB	Airbnb, Inc.	1,257	$201,937
ADSK	Autodesk, Inc.	962	$201,058
AEM	Agnico Eagle Mines Ltd	1,092	$200,130
EQX	Equinox Gold Corp.	14,194	$157,695
VFH	VANGUARD FINANCIALS INDEX FUND	980	$127,488
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	196	$20,027
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	199	$18,077
XSPI	NEOS Boosted S&P 500(R) High Income ETF	203	$10,064
HYBI	NEOS Enhanced Income Credit Select ETF	204	$9,827
BNDI	NEOS Enhanced Income Aggregate Bond ETF	215	$9,643
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PSA	Public Storage	2,828	$900,180
NU	Nu Holdings Ltd.	47,126	$629,603
APP	AppLovin Corp	926	$477,102
TECH	BIO-TECHNE Corp	6,237	$440,644
TTD	Trade Desk, Inc.	23,386	$422,818
DFGP	Dimensional Global Core Plus Fixed Income ETF	6,588	$358,782
DFCF	Dimensional Core Fixed Income ETF	8,342	$352,115
HONA	Honeywell Aerospace Inc.	1,570	$347,095
HON	Honeywell International Inc	1,495	$334,730
RAMP	LiveRamp Holdings, Inc.	8,887	$334,506
HESM	Hess Midstream LP	8,300	$312,080
UPS	United Parcel Service Inc	2,781	$298,957
AVLV	Avantis U.S. Large Cap Value ETF	3,071	$280,105
AJG	Arthur J. Gallagher & Co.	1,200	$275,484
CRWV	CoreWeave, Inc.	2,729	$271,644
RCL	Royal Caribbean Cruises Ltd	854	$271,170
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	4,399	$259,453
GHM	Graham Corp	2,014	$249,313
TTWO	Take Two Interactive Software Inc	970	$242,480
CIEN	Ciena Corp	486	$238,412
SPG	Simon Property Group Inc.	1,064	$237,963
MRCY	Mercury Systems Inc	1,936	$236,830
Q	Qnity Electronics, Inc.	1,444	$235,819
LVS	Las Vegas Sands Corp	4,974	$229,749
JBL	Jabil Inc	583	$224,734
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

589 tracked positions · $2,229,226,648 total · filing declares 599 positions · $2,271,342,486 · as of Sep 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 589 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	2,912,914	+43,353	$269,881,482	+7.0%	12.11%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	1,573,786	+58,624	$248,422,120	+4.5%	11.14%
VXUS	Vanguard Total International Stock ETF	Added	1,794,001	+73,223	$152,418,324	+3.6%	6.84%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	2,427,158	+116,047	$148,372,168	+5.6%	6.66%
VOO	VANGUARD 500 INDEX FUND	Added	170,667	+3,260	$119,613,673	+4.0%	5.37%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	2,533,255	+107,411	$91,019,852	+10.9%	4.08%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	854,809	+37,538	$74,197,421	+2.5%	3.33%
SUB	iShares Short-Term National Muni Bond ETF	Added	683,248	+654,504	$71,426,745	+2233.9%	3.20%
AAPL	Apple Inc. Technology	Reduced	187,728	-5,869	$62,517,178	+11.6%	2.80%
VTV	VANGUARD VALUE INDEX FUND	Reduced	247,790	-1,158	$53,542,463	−1.3%	2.40%
MSFT	Microsoft Corp Technology	Reduced	101,025	-2,031	$51,815,722	+34.8%	2.32%
SPY	Spdr S&P 500 ETF Trust	Reduced	498,621	-107,904	$48,315,427	+2.4%	2.17%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	712,072	+710,804	$40,986,864	+55440.0%	1.84%
NVDA	Nvidia Corp Technology	Reduced	173,785	-3,270	$39,689,018	+12.0%	1.78%
EWJ	iShares MSCI Japan ETF	Added	374,300	+13,580	$36,479,278	+8.4%	1.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	112,419	-6,105	$28,009,193	−0.8%	1.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	68,644	-3,901	$23,619,027	−8.9%	1.06%
URTH	iShares MSCI World ETF	Reduced	112,537	-25	$23,208,505	+1.7%	1.04%
GOOG	Alphabet Inc. Communication Services	Reduced	57,799	-341	$19,694,431	−4.1%	0.88%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	51,363	-1,037	$19,222,089	−0.9%	0.86%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	122,945	0	$19,081,064	−1.8%	0.86%
IXUS	iShares Core MSCI Total International Stock ETF	Added	178,523	+165	$16,957,899	−0.4%	0.76%
AVGO	Broadcom Inc. Technology	Reduced	43,620	-1,329	$15,318,907	−9.8%	0.69%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	155,516	-633	$14,013,546	+4.2%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	26,089	-593	$12,991,017	−2.7%	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	36,837	-1,252	$12,186,784	−2.3%	0.55%
V	Visa Inc. Financial Services	Reduced	31,048	-257	$11,156,477	+3.9%	0.50%
EFA	iShares MSCI EAFE ETF	Added	102,662	+1,937	$10,665,555	+1.9%	0.48%
MUB	iShares National Muni Bond ETF	Reduced	104,905	-673,785	$10,605,895	−87.3%	0.48%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	11,211	-258	$10,205,821	−4.9%	0.46%
META	Meta Platforms, Inc. Communication Services	Reduced	12,975	-215	$9,409,210	+26.6%	0.42%
MU	Micron Technology Inc Technology	Reduced	8,552	-22	$9,108,820	−8.0%	0.41%
LLY	ELI LILLY & Co Healthcare	Reduced	7,768	-158	$8,988,197	−5.5%	0.40%
PFF	iShares Preferred and Income Securities ETF	Added	299,021	+14,154	$8,821,119	+1.6%	0.40%
IDV	iShares International Select Dividend ETF	Held	182,000	0	$7,678,580	+1.8%	0.34%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	92,565	-12,373	$7,516,278	−12.8%	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,207	-75	$7,393,471	−4.9%	0.33%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	18,779	-770	$6,662,976	−19.0%	0.30%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	92,120	-3,781	$6,504,593	−4.8%	0.29%
ABBV	AbbVie Inc. Healthcare	Reduced	23,274	-165	$6,088,245	+3.2%	0.27%
JNJ	Johnson & Johnson Healthcare	Reduced	20,304	-439	$5,375,280	+2.0%	0.24%
GLD	Spdr Gold Trust	Reduced	13,507	-710	$5,144,005	−1.8%	0.23%
MA	Mastercard Inc Financial Services	Added	9,166	+477	$5,054,774	+13.3%	0.23%
MRK	Merck & Co., Inc. Healthcare	Reduced	34,669	-2,419	$5,037,752	+5.7%	0.23%
XOM	ExxonMobil Holdings Corp Energy	Reduced	29,297	-2,313	$4,768,086	+10.3%	0.21%
PAA	Plains All American Pipeline LP Energy	Reduced	197,034	-3,890	$4,673,646	+4.5%	0.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,496	-239	$4,585,752	+2.1%	0.21%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Held	44,000	0	$4,449,720	+3.0%	0.20%
SHW	Sherwin Williams Co Basic Materials	Reduced	12,735	-41	$4,116,843	−6.4%	0.18%
PWR	Quanta Services, Inc. Industrials	Reduced	6,407	-57	$4,116,561	−11.6%	0.18%

Showing the top 50 of 589 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.