ANGELES WEALTH MANAGEMENT, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1929170
SANTA MONICA, CA
Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$622,547
+$77,369 QoQ
Shares Held
5,262
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#658
of 1,171 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,216,762 across 13 Asset Management names. APO ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,922 | $1,402,861 | |
| 2 | BLK |
BlackRock, Inc.
|
1,358 | $1,305,798 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
5,262 | $622,547 | |
| 4 | STT |
State Street Corp
|
2,496 | $423,321 | |
| 5 | ARES |
Ares Management Corp
|
3,245 | $361,200 | |
| 6 | BEN |
Franklin Resources Inc
|
10,747 | $357,552 | |
| 7 | TRIN |
Trinity Capital Inc.
|
18,553 | $331,913 | |
| 8 | ARCC |
Ares Capital Corp
|
16,465 | $305,096 |
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,547 | 5,262 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $545,178 | 4,893 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $703,099 | 4,857 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $663,817 | 4,981 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $704,242 | 4,964 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $666,213 | 4,865 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $798,383 | 4,834 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $602,440 | 4,823 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $510,888 | 4,327 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $442,153 | 3,932 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $366,143 | 3,929 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $270,177 | 3,010 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $231,198 | 3,010 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||