ANGELES WEALTH MANAGEMENT, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1929170
SANTA MONICA, CA
Position in APO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$545,178
-$157,921 QoQ
Shares Held
4,893
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,416,237 across 13 Asset Management names. APO ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,076 | $1,503,609 | |
| 2 | BLK |
BlackRock, Inc.
|
1,219 | $1,172,324 | |
| 3 | ARES |
Ares Management Corp
|
9,308 | $1,015,502 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
4,893 | $545,178 | |
| 5 | STT |
State Street Corp
|
2,340 | $296,150 | |
| 6 | ARCC |
Ares Capital Corp
|
16,000 | $288,320 | |
| 7 | TSLX |
Sixth Street Specialty Lending, Inc.
|
15,000 | $275,700 | |
| 8 | TRIN |
Trinity Capital Inc.
|
18,553 | $272,914 |
All Filings in APO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||