ANGELES WEALTH MANAGEMENT, LLC
Top Portfolio Positions
337 positions ·
$536,900,089 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
182,360 | $46,281,144 | 8.62% | |
| MSFT |
Microsoft Corp
Technology
|
97,065 | $35,930,551 | 6.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
55,248 | $35,929,984 | 6.69% | |
| NVDA |
Nvidia Corp
Technology
|
169,540 | $29,567,776 | 5.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
99,876 | $20,801,174 | 3.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
63,279 | $18,196,509 | 3.39% | |
| AVGO |
Broadcom Inc.
Technology
|
42,884 | $13,273,026 | 2.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
24,859 | $11,912,432 | 2.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
10,785 | $10,746,497 | 2.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,718 | $10,506,806 | 1.96% |
Portfolio Trend
17 quarters · across all stocks
Holdings in CGNT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,799 | 63,679 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $604,551 | 64,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $540,237 | 64,314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $594,261 | 64,314 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $501,649 | 64,314 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $556,316 | 64,314 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $436,692 | 64,314 | Shares | Sole | 2024-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||