Filed: 1/28/2025ACC: 0001398344-25-001300
📋 What this filing means
ANGELES WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 369 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
369
Positions
$1.21B
Total AUM (reported)
12.77M
Total Shares
Allocation by class
COM$233.38M19.2%
MEGA GRWTH IND$178.12M14.7%
TT WRLD ST ETF$143.55M11.8%
PRTFLO S&P500 VL$91.30M7.5%
S&P 500 ETF SHS$75.15M6.2%
VG TL INTL STK F$65.18M5.4%
US LCAP GR ETF$55.74M4.6%
Portfolio Concentration
Top 3$412.96M34.0%
4–10$338.04M27.9%
11–25$224.53M18.5%
Rest$237.73M19.6%
Top 3 weight
34.0%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 12.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole369
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings369
Rows:
VANGUARD WORLD FD
SOLEShares518.67K
TypeSH
Market value$178.12M
14.68%
Sole
0.00
Shared
0.00
None
518.67K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.22M
TypeSH
Market value$143.55M
11.83%
Sole
0.00
Shared
0.00
None
1.22M
SPDR SER TR
SOLEShares1.79M
TypeSH
Market value$91.30M
7.53%
Sole
0.00
Shared
0.00
None
1.79M
VANGUARD INDEX FDS
SOLEShares139.48K
TypeSH
Market value$75.15M
6.19%
Sole
0.00
Shared
0.00
None
139.48K
VANGUARD STAR FDS
SOLEShares1.11M
TypeSH
Market value$65.18M
5.37%
Sole
0.00
Shared
0.00
None
1.11M
SCHWAB STRATEGIC TR
SOLEShares2M
TypeSH
Market value$55.74M
4.59%
Sole
0.00
Shared
0.00
None
2M
ISHARES TR
SOLEShares423.99K
TypeSH
Market value$45.18M
3.72%
Sole
0.00
Shared
0.00
None
423.99K
MICROSOFT CORP
SOLEShares78.11K
TypeSH
Market value$32.92M
2.71%
Sole
0.00
Shared
0.00
None
78.11K
APPLE INC
SOLEShares129.86K
TypeSH
Market value$32.52M
2.68%
Sole
0.00
Shared
0.00
None
129.86K
VANGUARD INDEX FDS
SOLEShares185.20K
TypeSH
Market value$31.35M
2.58%
Sole
0.00
Shared
0.00
None
185.20K
ARES MANAGEMENT CORPORATION
SOLEShares173.34K
TypeSH
Market value$30.69M
2.53%
Sole
0.00
Shared
0.00
None
173.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares416.91K
TypeSH
Market value$26.46M
2.18%
Sole
0.00
Shared
0.00
None
416.91K
SPDR S&P 500 ETF TR
SOLEShares43.93K
TypeSH
Market value$25.75M
2.12%
Sole
0.00
Shared
0.00
None
43.93K
SPDR SER TR
SOLEShares753.38K
TypeSH
Market value$19.02M
1.57%
Sole
0.00
Shared
0.00
None
753.38K
ISHARES INC
SOLEShares117.42K
TypeSH
Market value$18.26M
1.50%
Sole
0.00
Shared
0.00
None
117.42K
ISHARES INC
SOLEShares265.19K
TypeSH
Market value$17.79M
1.47%
Sole
0.00
Shared
0.00
None
265.19K
VANGUARD INDEX FDS
SOLEShares44.59K
TypeSH
Market value$12.92M
1.07%
Sole
0.00
Shared
0.00
None
44.59K
ISHARES TR
SOLEShares192.73K
TypeSH
Market value$12.75M
1.05%
Sole
0.00
Shared
0.00
None
192.73K
NVIDIA CORPORATION
SOLEShares93.20K
TypeSH
Market value$12.52M
1.03%
Sole
0.00
Shared
0.00
None
93.20K
AMAZON COM INC
SOLEShares50.05K
TypeSH
Market value$10.98M
0.90%
Sole
0.00
Shared
0.00
None
50.05K
COSTCO WHSL CORP NEW
SOLEShares9.69K
TypeSH
Market value$8.88M
0.73%
Sole
0.00
Shared
0.00
None
9.69K
VANGUARD INDEX FDS
SOLEShares19.67K
TypeSH
Market value$8.07M
0.67%
Sole
0.00
Shared
0.00
None
19.67K
ALPHABET INC
SOLEShares39.80K
TypeSH
Market value$7.58M
0.62%
Sole
0.00
Shared
0.00
None
39.80K
INVESCO EXCH TRADED FD TR II
SOLEShares311.76K
TypeSH
Market value$6.57M
0.54%
Sole
0.00
Shared
0.00
None
311.76K
ISHARES TR
SOLEShares200.12K
TypeSH
Market value$6.29M
0.52%
Sole
0.00
Shared
0.00
None
200.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 518.67K | SH | $178.12M 14.68% | 0.00 | 0.00 | 518.67K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 1.22M | SH | $143.55M 11.83% | 0.00 | 0.00 | 1.22M |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 1.79M | SH | $91.30M 7.53% | 0.00 | 0.00 | 1.79M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 139.48K | SH | $75.15M 6.19% | 0.00 | 0.00 | 139.48K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.11M | SH | $65.18M 5.37% | 0.00 | 0.00 | 1.11M |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2M | SH | $55.74M 4.59% | 0.00 | 0.00 | 2M |
ISHARES TRSOLE | NATIONAL MUN ETF | 423.99K | SH | $45.18M 3.72% | 0.00 | 0.00 | 423.99K |
MICROSOFT CORPSOLE | COM | 78.11K | SH | $32.92M 2.71% | 0.00 | 0.00 | 78.11K |
APPLE INCSOLE | COM | 129.86K | SH | $32.52M 2.68% | 0.00 | 0.00 | 129.86K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 185.20K | SH | $31.35M 2.58% | 0.00 | 0.00 | 185.20K |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 173.34K | SH | $30.69M 2.53% | 0.00 | 0.00 | 173.34K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 416.91K | SH | $26.46M 2.18% | 0.00 | 0.00 | 416.91K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 43.93K | SH | $25.75M 2.12% | 0.00 | 0.00 | 43.93K |
SPDR SER TRSOLE | BLOOMBERG SHT TE | 753.38K | SH | $19.02M 1.57% | 0.00 | 0.00 | 753.38K |
ISHARES INCSOLE | MSCI WORLD ETF | 117.42K | SH | $18.26M 1.50% | 0.00 | 0.00 | 117.42K |
ISHARES INCSOLE | MSCI JPN ETF NEW | 265.19K | SH | $17.79M 1.47% | 0.00 | 0.00 | 265.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 44.59K | SH | $12.92M 1.07% | 0.00 | 0.00 | 44.59K |
ISHARES TRSOLE | CORE MSCI TOTAL | 192.73K | SH | $12.75M 1.05% | 0.00 | 0.00 | 192.73K |
NVIDIA CORPORATIONSOLE | COM | 93.20K | SH | $12.52M 1.03% | 0.00 | 0.00 | 93.20K |
AMAZON COM INCSOLE | COM | 50.05K | SH | $10.98M 0.90% | 0.00 | 0.00 | 50.05K |
COSTCO WHSL CORP NEWSOLE | COM | 9.69K | SH | $8.88M 0.73% | 0.00 | 0.00 | 9.69K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.67K | SH | $8.07M 0.67% | 0.00 | 0.00 | 19.67K |
ALPHABET INCSOLE | CAP STK CL C | 39.80K | SH | $7.58M 0.62% | 0.00 | 0.00 | 39.80K |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 311.76K | SH | $6.57M 0.54% | 0.00 | 0.00 | 311.76K |
ISHARES TRSOLE | PFD AND INCM SEC | 200.12K | SH | $6.29M 0.52% | 0.00 | 0.00 | 200.12K |
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