ANGELES WEALTH MANAGEMENT, LLC

CIK

1929170

Location

SANTA MONICA, CA

Portfolio Value

Micro $26,413,404

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 · 39d

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

+64.1%

SPY

+76.3%

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

16 positions · $26,413,404 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,785	+644	$10,746,497	+22.9%	40.69%
WMT	Walmart Inc. Consumer Defensive	Added	24,725	+2,926	$3,072,823	+26.5%	11.63%
PEP	Pepsico Inc Consumer Defensive	Added	19,367	+511	$3,007,501	+11.1%	11.39%
CL	Colgate Palmolive Co Consumer Defensive	Added	27,782	+1,659	$2,367,859	+14.7%	8.96%
PM	Philip Morris International Inc. Consumer Defensive	Added	9,671	+1,127	$1,599,003	+16.7%	6.05%
KO	Coca Cola Co Consumer Defensive	Added	19,251	+2,049	$1,464,038	+21.7%	5.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,664	+382	$1,251,428	+5.4%	4.74%
MO	Altria Group, Inc. Consumer Defensive	Added	11,093	+1,257	$732,027	+29.1%	2.77%
MNST	Monster Beverage Corp Consumer Defensive	Added	7,649	+428	$554,246	+0.1%	2.10%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	4,036	+341	$376,639	+21.6%	1.43%
USFD	US Foods Holding Corp. Consumer Defensive	Added	3,378	+217	$311,485	+30.8%	1.18%
KR	Kroger Co Consumer Defensive	NEW	3,963	NEW	$286,762	NEW	1.09%
UL	Unilever PLC Consumer Defensive	NEW	4,206	NEW	$239,615	NEW	0.91%
TGT	Target Corp Consumer Defensive	NEW	1,710	NEW	$207,252	NEW	0.78%
HELE	Helen Of Troy Ltd Consumer Defensive	NEW	10,855	NEW	$156,529	NEW	0.59%
ABEV	Ambev S.A. Consumer Defensive	NEW	13,596	NEW	$39,700	NEW	0.15%