ANGELES WEALTH MANAGEMENT, LLC

Filed: 5/7/2025ACC: 0001398344-25-008850

📋 What this filing means

ANGELES WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 367 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

367

Positions

$1.20B

Total AUM (reported)

13.62M

Total Shares

Allocation by class

COM$224.44M18.6%

MEGA GRWTH IND$165.08M13.7%

TT WRLD ST ETF$149.15M12.4%

PRTFLO S&P500 VL$97.94M8.1%

S&P 500 ETF SHS$73.51M6.1%

VG TL INTL STK F$73.11M6.1%

US LCAP GR ETF$66.76M5.5%

Portfolio Concentration

Top 3$412.17M34.2%

4–10$337.13M28.0%

11–25$215.30M17.9%

Rest$238.99M19.9%

Top 3 weight

34.2%

Top 10 weight

62.3%

Voting Authority Distribution

Total shares with voting rights: 13.62M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.62M

% of voting shares100.0%

Investment Discretion (by position count)

Sole367

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings367

Rows:

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares534.45K

TypeSH

Market value$165.08M

13.72%

Sole

0.00

Shared

0.00

None

534.45K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares1.29M

TypeSH

Market value$149.15M

12.39%

Sole

0.00

Shared

0.00

None

1.29M

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares1.92M

TypeSH

Market value$97.94M

8.14%

Sole

0.00

Shared

0.00

None

1.92M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares143.04K

TypeSH

Market value$73.51M

6.11%

Sole

0.00

Shared

0.00

None

143.04K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.18M

TypeSH

Market value$73.11M

6.07%

Sole

0.00

Shared

0.00

None

1.18M

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares2.67M

TypeSH

Market value$66.76M

5.55%

Sole

0.00

Shared

0.00

None

2.67M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares182.90K

TypeSH

Market value$31.59M

2.63%

Sole

0.00

Shared

0.00

None

182.90K

ARES MANAGEMENT CORPORATION

SOLE

CL A COM STK

Shares214.05K

TypeSH

Market value$31.38M

2.61%

Sole

0.00

Shared

0.00

None

214.05K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares444.41K

TypeSH

Market value$31.20M

2.59%

Sole

0.00

Shared

0.00

None

444.41K

APPLE INC

SOLE

COM

Shares133.15K

TypeSH

Market value$29.58M

2.46%

Sole

0.00

Shared

0.00

None

133.15K

MICROSOFT CORP

SOLE

COM

Shares77.51K

TypeSH

Market value$29.10M

2.42%

Sole

0.00

Shared

0.00

None

77.51K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares43.92K

TypeSH

Market value$24.57M

2.04%

Sole

0.00

Shared

0.00

None

43.92K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares216.61K

TypeSH

Market value$22.84M

1.90%

Sole

0.00

Shared

0.00

None

216.61K

SPDR SER TR

SOLE

BLOOMBERG SHT TE

Shares775.87K

TypeSH

Market value$19.52M

1.62%

Sole

0.00

Shared

0.00

None

775.87K

ISHARES INC

SOLE

MSCI JPN ETF NEW

Shares280.93K

TypeSH

Market value$19.26M

1.60%

Sole

0.00

Shared

0.00

None

280.93K

ISHARES INC

SOLE

MSCI WORLD ETF

Shares112.89K

TypeSH

Market value$17.29M

1.44%

Sole

0.00

Shared

0.00

None

112.89K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares191.88K

TypeSH

Market value$13.39M

1.11%

Sole

0.00

Shared

0.00

None

191.88K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares44.51K

TypeSH

Market value$12.23M

1.02%

Sole

0.00

Shared

0.00

None

44.51K

NVIDIA CORPORATION

SOLE

COM

Shares100.63K

TypeSH

Market value$10.91M

0.91%

Sole

0.00

Shared

0.00

None

100.63K

AMAZON COM INC

SOLE

COM

Shares50.11K

TypeSH

Market value$9.53M

0.79%

Sole

0.00

Shared

0.00

None

50.11K

COSTCO WHSL CORP NEW

SOLE

COM

Shares9.84K

TypeSH

Market value$9.31M

0.77%

Sole

0.00

Shared

0.00

None

9.84K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares19.84K

TypeSH

Market value$7.36M

0.61%

Sole

0.00

Shared

0.00

None

19.84K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares13.43K

TypeSH

Market value$7.15M

0.59%

Sole

0.00

Shared

0.00

None

13.43K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares316.32K

TypeSH

Market value$6.55M

0.54%

Sole

0.00

Shared

0.00

None

316.32K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares204.66K

TypeSH

Market value$6.29M

0.52%

Sole

0.00

Shared

0.00

None

204.66K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	534.45K	SH	$165.08M 13.72%	534.45K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	1.29M	SH	$149.15M 12.39%	1.29M
SPDR SER TRSOLE	PRTFLO S&P500 VL	1.92M	SH	$97.94M 8.14%	1.92M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	143.04K	SH	$73.51M 6.11%	143.04K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.18M	SH	$73.11M 6.07%	1.18M
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	2.67M	SH	$66.76M 5.55%	2.67M
VANGUARD INDEX FDSSOLE	VALUE ETF	182.90K	SH	$31.59M 2.63%	182.90K
ARES MANAGEMENT CORPORATIONSOLE	CL A COM STK	214.05K	SH	$31.38M 2.61%	214.05K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	444.41K	SH	$31.20M 2.59%	444.41K
APPLE INCSOLE	COM	133.15K	SH	$29.58M 2.46%	133.15K
MICROSOFT CORPSOLE	COM	77.51K	SH	$29.10M 2.42%	77.51K
SPDR S&P 500 ETF TRSOLE	TR UNIT	43.92K	SH	$24.57M 2.04%	43.92K
ISHARES TRSOLE	NATIONAL MUN ETF	216.61K	SH	$22.84M 1.90%	216.61K
SPDR SER TRSOLE	BLOOMBERG SHT TE	775.87K	SH	$19.52M 1.62%	775.87K
ISHARES INCSOLE	MSCI JPN ETF NEW	280.93K	SH	$19.26M 1.60%	280.93K
ISHARES INCSOLE	MSCI WORLD ETF	112.89K	SH	$17.29M 1.44%	112.89K
ISHARES TRSOLE	CORE MSCI TOTAL	191.88K	SH	$13.39M 1.11%	191.88K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	44.51K	SH	$12.23M 1.02%	44.51K
NVIDIA CORPORATIONSOLE	COM	100.63K	SH	$10.91M 0.91%	100.63K
AMAZON COM INCSOLE	COM	50.11K	SH	$9.53M 0.79%	50.11K
COSTCO WHSL CORP NEWSOLE	COM	9.84K	SH	$9.31M 0.77%	9.84K
VANGUARD INDEX FDSSOLE	GROWTH ETF	19.84K	SH	$7.36M 0.61%	19.84K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	13.43K	SH	$7.15M 0.59%	13.43K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	316.32K	SH	$6.55M 0.54%	316.32K
ISHARES TRSOLE	PFD AND INCM SEC	204.66K	SH	$6.29M 0.52%	204.66K

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