Filed: 2/17/2026ACC: 0001398344-26-003295
๐ What this filing means
ANGELES WEALTH MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 465 equity positions with a total reported market value of $1.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
465
Positions
$1.81B
Total AUM (reported)
17.70M
Total Shares
Allocation by class
COM$364.66M20.1%
MEGA GRWTH IND$243.31M13.4%
TT WRLD ST ETF$201.56M11.1%
STATE STREET SPD$144.71M8.0%
VG TL INTL STK F$105.08M5.8%
S&P 500 ETF SHS$102.03M5.6%
US LCAP GR ETF$76.23M4.2%
Portfolio Concentration
Top 3$562.62M31.0%
4โ10$516.29M28.5%
11โ25$324.47M17.9%
Rest$410.22M22.6%
Top 3 weight
31.0%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 17.70M
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
17.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole465
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings465
Rows:
VANGUARD WORLD FD
SOLEShares589.46K
TypeSH
Market value$243.31M
13.42%
Sole
0.00
Shared
0.00
None
589.46K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.43M
TypeSH
Market value$201.56M
11.11%
Sole
0.00
Shared
0.00
None
1.43M
SPDR SERIES TRUST
SOLEShares2.07M
TypeSH
Market value$117.75M
6.49%
Sole
0.00
Shared
0.00
None
2.07M
VANGUARD STAR FDS
SOLEShares1.39M
TypeSH
Market value$105.08M
5.79%
Sole
0.00
Shared
0.00
None
1.39M
VANGUARD INDEX FDS
SOLEShares162.69K
TypeSH
Market value$102.03M
5.63%
Sole
0.00
Shared
0.00
None
162.69K
SCHWAB STRATEGIC TR
SOLEShares2.34M
TypeSH
Market value$76.23M
4.20%
Sole
0.00
Shared
0.00
None
2.34M
ISHARES TR
SOLEShares702.95K
TypeSH
Market value$75.29M
4.15%
Sole
0.00
Shared
0.00
None
702.95K
VANGUARD INTL EQUITY INDEX F
SOLEShares737.38K
TypeSH
Market value$61.65M
3.40%
Sole
0.00
Shared
0.00
None
737.38K
VANGUARD INDEX FDS
SOLEShares254.13K
TypeSH
Market value$48.54M
2.68%
Sole
0.00
Shared
0.00
None
254.13K
MICROSOFT CORP
SOLEShares98.17K
TypeSH
Market value$47.48M
2.62%
Sole
0.00
Shared
0.00
None
98.17K
APPLE INC
SOLEShares167.84K
TypeSH
Market value$45.63M
2.52%
Sole
0.00
Shared
0.00
None
167.84K
SPDR S&P 500 ETF TR
SOLEShares55.21K
TypeSH
Market value$37.75M
2.08%
Sole
0.00
Shared
0.00
None
55.21K
NVIDIA CORPORATION
SOLEShares148.93K
TypeSH
Market value$27.78M
1.53%
Sole
0.00
Shared
0.00
None
148.93K
ISHARES INC
SOLEShares326.75K
TypeSH
Market value$26.38M
1.45%
Sole
0.00
Shared
0.00
None
326.75K
SPDR SERIES TRUST
SOLEShares1.02M
TypeSH
Market value$25.75M
1.42%
Sole
0.00
Shared
0.00
None
1.02M
ISHARES INC
SOLEShares122.39K
TypeSH
Market value$22.74M
1.25%
Sole
0.00
Shared
0.00
None
122.39K
VANGUARD INDEX FDS
SOLEShares56.31K
TypeSH
Market value$18.88M
1.04%
Sole
0.00
Shared
0.00
None
56.31K
AMAZON COM INC
SOLEShares79.78K
TypeSH
Market value$18.42M
1.02%
Sole
0.00
Shared
0.00
None
79.78K
VANGUARD WHITEHALL FDS
SOLEShares123.12K
TypeSH
Market value$17.67M
0.97%
Sole
0.00
Shared
0.00
None
123.12K
ISHARES TR
SOLEShares182.49K
TypeSH
Market value$15.45M
0.85%
Sole
0.00
Shared
0.00
None
182.49K
ALPHABET INC
SOLEShares48.75K
TypeSH
Market value$15.30M
0.84%
Sole
0.00
Shared
0.00
None
48.75K
ALPHABET INC
SOLEShares48.66K
TypeSH
Market value$15.23M
0.84%
Sole
0.00
Shared
0.00
None
48.66K
BROADCOM INC
SOLEShares39.28K
TypeSH
Market value$13.59M
0.75%
Sole
0.00
Shared
0.00
None
39.28K
VANGUARD INDEX FDS
SOLEShares25.93K
TypeSH
Market value$12.65M
0.70%
Sole
0.00
Shared
0.00
None
25.93K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.41K
TypeSH
Market value$11.26M
0.62%
Sole
0.00
Shared
0.00
None
22.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 589.46K | SH | $243.31M 13.42% | 0.00 | 0.00 | 589.46K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 1.43M | SH | $201.56M 11.11% | 0.00 | 0.00 | 1.43M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.07M | SH | $117.75M 6.49% | 0.00 | 0.00 | 2.07M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.39M | SH | $105.08M 5.79% | 0.00 | 0.00 | 1.39M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 162.69K | SH | $102.03M 5.63% | 0.00 | 0.00 | 162.69K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.34M | SH | $76.23M 4.20% | 0.00 | 0.00 | 2.34M |
ISHARES TRSOLE | NATIONAL MUN ETF | 702.95K | SH | $75.29M 4.15% | 0.00 | 0.00 | 702.95K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 737.38K | SH | $61.65M 3.40% | 0.00 | 0.00 | 737.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 254.13K | SH | $48.54M 2.68% | 0.00 | 0.00 | 254.13K |
MICROSOFT CORPSOLE | COM | 98.17K | SH | $47.48M 2.62% | 0.00 | 0.00 | 98.17K |
APPLE INCSOLE | COM | 167.84K | SH | $45.63M 2.52% | 0.00 | 0.00 | 167.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 55.21K | SH | $37.75M 2.08% | 0.00 | 0.00 | 55.21K |
NVIDIA CORPORATIONSOLE | COM | 148.93K | SH | $27.78M 1.53% | 0.00 | 0.00 | 148.93K |
ISHARES INCSOLE | MSCI JAPAN ETF | 326.75K | SH | $26.38M 1.45% | 0.00 | 0.00 | 326.75K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.02M | SH | $25.75M 1.42% | 0.00 | 0.00 | 1.02M |
ISHARES INCSOLE | MSCI WORLD ETF | 122.39K | SH | $22.74M 1.25% | 0.00 | 0.00 | 122.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.31K | SH | $18.88M 1.04% | 0.00 | 0.00 | 56.31K |
AMAZON COM INCSOLE | COM | 79.78K | SH | $18.42M 1.02% | 0.00 | 0.00 | 79.78K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 123.12K | SH | $17.67M 0.97% | 0.00 | 0.00 | 123.12K |
ISHARES TRSOLE | CORE MSCI TOTAL | 182.49K | SH | $15.45M 0.85% | 0.00 | 0.00 | 182.49K |
ALPHABET INCSOLE | CAP STK CL C | 48.75K | SH | $15.30M 0.84% | 0.00 | 0.00 | 48.75K |
ALPHABET INCSOLE | CAP STK CL A | 48.66K | SH | $15.23M 0.84% | 0.00 | 0.00 | 48.66K |
BROADCOM INCSOLE | COM | 39.28K | SH | $13.59M 0.75% | 0.00 | 0.00 | 39.28K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.93K | SH | $12.65M 0.70% | 0.00 | 0.00 | 25.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.41K | SH | $11.26M 0.62% | 0.00 | 0.00 | 22.41K |
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