ANGELES WEALTH MANAGEMENT, LLC

Position in MA — Mastercard Inc

CIK 1929170 SANTA MONICA, CA

Position in MA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,462,670

+$106,635 QoQ

Shares Held

8,689

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,234

of 3,563 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $17,931,801 across 5 Credit Services names. MA ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	31,305	$10,740,432
2	MA	Mastercard Inc This page	8,689	$4,462,670
3	AXP	American Express Co	6,177	$2,089,370
4	COF	Capital One Financial Corp	2,092	$419,697
5	SYF	Synchrony Financial	2,888	$219,632

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,462,670	8,689	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$4,356,035	8,718	+11.0%	Shares	Sole	2026-05-06
2025-12-31	$4,482,549	7,852	+13.7%	Shares	Sole	2026-02-17
2025-09-30	$3,927,633	6,905	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$3,922,903	6,981	+10.7%	Shares	Sole	2025-07-29
2025-03-31	$3,455,348	6,304	+0.4%	Shares	Sole	2025-05-07
2024-12-31	$3,307,912	6,282	+2.1%	Shares	Sole	2025-01-28
2024-09-30	$3,036,870	6,150	+17.8%	Shares	Sole	2024-10-29
2024-06-30	$2,302,414	5,219	+10.3%	Shares	Sole	2024-08-07
2024-03-31	$2,279,270	4,733	+18.4%	Shares	Sole	2024-05-08
2023-12-31	$1,705,613	3,999	-7.8%	Shares	Sole	2024-02-13
2023-09-30	$1,716,269	4,335	-20.6%	Shares	Sole	2023-10-27
2023-06-30	$2,146,238	5,457	+30.7%	Shares	Sole	2023-08-10
2023-03-31	$1,517,236	4,175	+47.5%	Shares	Sole	2023-05-11
2022-12-31	$984,423	2,831	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$804,113	2,828	+5.8%	Shares	Sole	2022-11-03
2022-06-30	$842,962	2,672	-9.4%	Shares	Sole	2022-08-04
2022-03-31	$1,053,556	2,948	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.