ANGELES WEALTH MANAGEMENT, LLC
Top Portfolio Positions
336 positions ·
$524,987,657 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
182,360 | $46,281,144 | 8.82% |
| MSFT |
Microsoft Corp
Technology
|
97,065 | $35,930,551 | 6.84% |
| SPY |
Spdr S&P 500 ETF Trust
|
55,248 | $35,929,984 | 6.84% |
| NVDA |
Nvidia Corp
Technology
|
169,540 | $29,567,776 | 5.63% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
99,876 | $20,801,174 | 3.96% |
| GOOGL |
Alphabet Inc.
Communication Services
|
63,279 | $18,196,509 | 3.47% |
| AVGO |
Broadcom Inc.
Technology
|
42,884 | $13,273,026 | 2.53% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
10,785 | $10,746,497 | 2.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,718 | $10,506,806 | 2.00% |
| META |
Meta Platforms, Inc.
Communication Services
|
14,468 | $8,277,576 | 1.58% |
Portfolio Trend
Holdings in FOXF
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,980,401 | 120,316 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,619,187 | 94,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,136,140 | 46,774 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,237,026 | 47,688 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,133,063 | 48,546 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,709,619 | 56,479 | Shares | Sole | 2025-01-28 | |
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