ANGELES WEALTH MANAGEMENT, LLC

Filed: 7/29/2025ACC: 0001398344-25-013971

📋 What this filing means

ANGELES WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 428 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

428

Positions

$1.46B

Total AUM (reported)

14.64M

Total Shares

Allocation by class

COM$267.71M18.4%

MEGA GRWTH IND$210.71M14.5%

TT WRLD ST ETF$170.19M11.7%

PRTFLO S&P500 VL$93.32M6.4%

VG TL INTL STK F$85.83M5.9%

S&P 500 ETF SHS$78.66M5.4%

US LCAP GR ETF$60.98M4.2%

Portfolio Concentration

Top 3$474.22M32.5%

4–10$426.77M29.3%

11–25$259.41M17.8%

Rest$297.52M20.4%

Top 3 weight

32.5%

Top 10 weight

61.8%

Voting Authority Distribution

Total shares with voting rights: 14.64M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

14.64M

% of voting shares100.0%

Investment Discretion (by position count)

Sole428

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings428

Rows:

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares575.44K

TypeSH

Market value$210.71M

14.45%

Sole

0.00

Shared

0.00

None

575.44K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares1.32M

TypeSH

Market value$170.19M

11.67%

Sole

0.00

Shared

0.00

None

1.32M

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares1.78M

TypeSH

Market value$93.32M

6.40%

Sole

0.00

Shared

0.00

None

1.78M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.24M

TypeSH

Market value$85.83M

5.89%

Sole

0.00

Shared

0.00

None

1.24M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares138.47K

TypeSH

Market value$78.66M

5.40%

Sole

0.00

Shared

0.00

None

138.47K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares2.09M

TypeSH

Market value$60.98M

4.18%

Sole

0.00

Shared

0.00

None

2.09M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares581.12K

TypeSH

Market value$60.72M

4.16%

Sole

0.00

Shared

0.00

None

581.12K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares657.75K

TypeSH

Market value$50.98M

3.50%

Sole

0.00

Shared

0.00

None

657.75K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares268.04K

TypeSH

Market value$47.37M

3.25%

Sole

0.00

Shared

0.00

None

268.04K

MICROSOFT CORP

SOLE

COM

Shares84.92K

TypeSH

Market value$42.24M

2.90%

Sole

0.00

Shared

0.00

None

84.92K

ARES MANAGEMENT CORPORATION

SOLE

CL A COM STK

Shares214.06K

TypeSH

Market value$37.07M

2.54%

Sole

0.00

Shared

0.00

None

214.06K

APPLE INC

SOLE

COM

Shares139.84K

TypeSH

Market value$28.69M

1.97%

Sole

0.00

Shared

0.00

None

139.84K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares43.65K

TypeSH

Market value$26.97M

1.85%

Sole

0.00

Shared

0.00

None

43.65K

ISHARES INC

SOLE

MSCI JPN ETF NEW

Shares294.09K

TypeSH

Market value$22.05M

1.51%

Sole

0.00

Shared

0.00

None

294.09K

ISHARES INC

SOLE

MSCI WORLD ETF

Shares119.30K

TypeSH

Market value$20.21M

1.39%

Sole

0.00

Shared

0.00

None

119.30K

SPDR SERIES TRUST

SOLE

BLOOMBERG SHT TE

Shares781.26K

TypeSH

Market value$19.91M

1.37%

Sole

0.00

Shared

0.00

None

781.26K

NVIDIA CORPORATION

SOLE

COM

Shares114.51K

TypeSH

Market value$18.09M

1.24%

Sole

0.00

Shared

0.00

None

114.51K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares54.63K

TypeSH

Market value$16.61M

1.14%

Sole

0.00

Shared

0.00

None

54.63K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares188.23K

TypeSH

Market value$14.55M

1.00%

Sole

0.00

Shared

0.00

None

188.23K

AMAZON COM INC

SOLE

COM

Shares56.88K

TypeSH

Market value$12.48M

0.86%

Sole

0.00

Shared

0.00

None

56.88K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares26.51K

TypeSH

Market value$11.62M

0.80%

Sole

0.00

Shared

0.00

None

26.51K

COSTCO WHSL CORP NEW

SOLE

COM

Shares10.43K

TypeSH

Market value$10.33M

0.71%

Sole

0.00

Shared

0.00

None

10.43K

ALPHABET INC

SOLE

CAP STK CL C

Shares40.89K

TypeSH

Market value$7.25M

0.50%

Sole

0.00

Shared

0.00

None

40.89K

META PLATFORMS INC

SOLE

CL A

Shares9.62K

TypeSH

Market value$7.10M

0.49%

Sole

0.00

Shared

0.00

None

9.62K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares310.47K

TypeSH

Market value$6.49M

0.45%

Sole

0.00

Shared

0.00

None

310.47K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	575.44K	SH	$210.71M 14.45%	575.44K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	1.32M	SH	$170.19M 11.67%	1.32M
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	1.78M	SH	$93.32M 6.40%	1.78M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.24M	SH	$85.83M 5.89%	1.24M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	138.47K	SH	$78.66M 5.40%	138.47K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	2.09M	SH	$60.98M 4.18%	2.09M
ISHARES TRSOLE	NATIONAL MUN ETF	581.12K	SH	$60.72M 4.16%	581.12K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	657.75K	SH	$50.98M 3.50%	657.75K
VANGUARD INDEX FDSSOLE	VALUE ETF	268.04K	SH	$47.37M 3.25%	268.04K
MICROSOFT CORPSOLE	COM	84.92K	SH	$42.24M 2.90%	84.92K
ARES MANAGEMENT CORPORATIONSOLE	CL A COM STK	214.06K	SH	$37.07M 2.54%	214.06K
APPLE INCSOLE	COM	139.84K	SH	$28.69M 1.97%	139.84K
SPDR S&P 500 ETF TRSOLE	TR UNIT	43.65K	SH	$26.97M 1.85%	43.65K
ISHARES INCSOLE	MSCI JPN ETF NEW	294.09K	SH	$22.05M 1.51%	294.09K
ISHARES INCSOLE	MSCI WORLD ETF	119.30K	SH	$20.21M 1.39%	119.30K
SPDR SERIES TRUSTSOLE	BLOOMBERG SHT TE	781.26K	SH	$19.91M 1.37%	781.26K
NVIDIA CORPORATIONSOLE	COM	114.51K	SH	$18.09M 1.24%	114.51K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	54.63K	SH	$16.61M 1.14%	54.63K
ISHARES TRSOLE	CORE MSCI TOTAL	188.23K	SH	$14.55M 1.00%	188.23K
AMAZON COM INCSOLE	COM	56.88K	SH	$12.48M 0.86%	56.88K
VANGUARD INDEX FDSSOLE	GROWTH ETF	26.51K	SH	$11.62M 0.80%	26.51K
COSTCO WHSL CORP NEWSOLE	COM	10.43K	SH	$10.33M 0.71%	10.43K
ALPHABET INCSOLE	CAP STK CL C	40.89K	SH	$7.25M 0.50%	40.89K
META PLATFORMS INCSOLE	CL A	9.62K	SH	$7.10M 0.49%	9.62K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	310.47K	SH	$6.49M 0.45%	310.47K

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