Filed: 5/6/2026ACC: 0001398344-26-008459
📋 What this filing means
ANGELES WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 524 equity positions with a total reported market value of $1.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
524
Positions
$1.84B
Total AUM (reported)
19.41M
Total Shares
Allocation by class
COM$375.78M20.4%
MEGA GRWTH IND$209.88M11.4%
TT WRLD ST ETF$203.71M11.1%
STATE STREET SPD$153.63M8.4%
VG TL INTL STK F$126.71M6.9%
S&P 500 ETF SHS$98.16M5.3%
NATIONAL MUN ETF$81.47M4.4%
Portfolio Concentration
Top 3$540.30M29.4%
4–10$532.10M28.9%
11–25$319.78M17.4%
Rest$445.96M24.3%
Top 3 weight
29.4%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 19.41M
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
19.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole524
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings524
Rows:
VANGUARD WORLD FD
SOLEShares571.18K
TypeSH
Market value$209.88M
11.42%
Sole
0.00
Shared
0.00
None
571.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.47M
TypeSH
Market value$203.71M
11.08%
Sole
0.00
Shared
0.00
None
1.47M
VANGUARD STAR FDS
SOLEShares1.64M
TypeSH
Market value$126.71M
6.89%
Sole
0.00
Shared
0.00
None
1.64M
SPDR SERIES TRUST
SOLEShares2.20M
TypeSH
Market value$124.36M
6.77%
Sole
0.00
Shared
0.00
None
2.20M
VANGUARD INDEX FDS
SOLEShares164.27K
TypeSH
Market value$98.16M
5.34%
Sole
0.00
Shared
0.00
None
164.27K
ISHARES TR
SOLEShares767.53K
TypeSH
Market value$81.47M
4.43%
Sole
0.00
Shared
0.00
None
767.53K
SCHWAB STRATEGIC TR
SOLEShares2.36M
TypeSH
Market value$68.74M
3.74%
Sole
0.00
Shared
0.00
None
2.36M
VANGUARD INTL EQUITY INDEX F
SOLEShares780.38K
TypeSH
Market value$64.33M
3.50%
Sole
0.00
Shared
0.00
None
780.38K
VANGUARD INDEX FDS
SOLEShares248.47K
TypeSH
Market value$48.75M
2.65%
Sole
0.00
Shared
0.00
None
248.47K
APPLE INC
SOLEShares182.36K
TypeSH
Market value$46.28M
2.52%
Sole
0.00
Shared
0.00
None
182.36K
STATE STR SPDR S&P 500 ETF T
SOLEShares55.25K
TypeSH
Market value$36.03M
1.96%
Sole
0.00
Shared
0.00
None
55.25K
MICROSOFT CORP
SOLEShares97.06K
TypeSH
Market value$35.93M
1.95%
Sole
0.00
Shared
0.00
None
97.06K
NVIDIA CORPORATION
SOLEShares169.54K
TypeSH
Market value$29.57M
1.61%
Sole
0.00
Shared
0.00
None
169.54K
ISHARES INC
SOLEShares341.65K
TypeSH
Market value$28.85M
1.57%
Sole
0.00
Shared
0.00
None
341.65K
SPDR SERIES TRUST
SOLEShares1.09M
TypeSH
Market value$27.19M
1.48%
Sole
0.00
Shared
0.00
None
1.09M
ISHARES INC
SOLEShares117.70K
TypeSH
Market value$21.19M
1.15%
Sole
0.00
Shared
0.00
None
117.70K
AMAZON COM INC
SOLEShares99.88K
TypeSH
Market value$20.80M
1.13%
Sole
0.00
Shared
0.00
None
99.88K
VANGUARD WHITEHALL FDS
SOLEShares123.12K
TypeSH
Market value$18.23M
0.99%
Sole
0.00
Shared
0.00
None
123.12K
ALPHABET INC
SOLEShares63.28K
TypeSH
Market value$18.20M
0.99%
Sole
0.00
Shared
0.00
None
63.28K
VANGUARD INDEX FDS
SOLEShares52.10K
TypeSH
Market value$16.72M
0.91%
Sole
0.00
Shared
0.00
None
52.10K
ISHARES TR
SOLEShares178.51K
TypeSH
Market value$15.47M
0.84%
Sole
0.00
Shared
0.00
None
178.51K
ALPHABET INC
SOLEShares52.71K
TypeSH
Market value$15.12M
0.82%
Sole
0.00
Shared
0.00
None
52.71K
BROADCOM INC
SOLEShares42.88K
TypeSH
Market value$13.27M
0.72%
Sole
0.00
Shared
0.00
None
42.88K
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.86K
TypeSH
Market value$11.91M
0.65%
Sole
0.00
Shared
0.00
None
24.86K
VANGUARD INDEX FDS
SOLEShares25.88K
TypeSH
Market value$11.31M
0.62%
Sole
0.00
Shared
0.00
None
25.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 571.18K | SH | $209.88M 11.42% | 0.00 | 0.00 | 571.18K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 1.47M | SH | $203.71M 11.08% | 0.00 | 0.00 | 1.47M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.64M | SH | $126.71M 6.89% | 0.00 | 0.00 | 1.64M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.20M | SH | $124.36M 6.77% | 0.00 | 0.00 | 2.20M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 164.27K | SH | $98.16M 5.34% | 0.00 | 0.00 | 164.27K |
ISHARES TRSOLE | NATIONAL MUN ETF | 767.53K | SH | $81.47M 4.43% | 0.00 | 0.00 | 767.53K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.36M | SH | $68.74M 3.74% | 0.00 | 0.00 | 2.36M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 780.38K | SH | $64.33M 3.50% | 0.00 | 0.00 | 780.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 248.47K | SH | $48.75M 2.65% | 0.00 | 0.00 | 248.47K |
APPLE INCSOLE | COM | 182.36K | SH | $46.28M 2.52% | 0.00 | 0.00 | 182.36K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 55.25K | SH | $36.03M 1.96% | 0.00 | 0.00 | 55.25K |
MICROSOFT CORPSOLE | COM | 97.06K | SH | $35.93M 1.95% | 0.00 | 0.00 | 97.06K |
NVIDIA CORPORATIONSOLE | COM | 169.54K | SH | $29.57M 1.61% | 0.00 | 0.00 | 169.54K |
ISHARES INCSOLE | MSCI JAPAN ETF | 341.65K | SH | $28.85M 1.57% | 0.00 | 0.00 | 341.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.09M | SH | $27.19M 1.48% | 0.00 | 0.00 | 1.09M |
ISHARES INCSOLE | MSCI WORLD ETF | 117.70K | SH | $21.19M 1.15% | 0.00 | 0.00 | 117.70K |
AMAZON COM INCSOLE | COM | 99.88K | SH | $20.80M 1.13% | 0.00 | 0.00 | 99.88K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 123.12K | SH | $18.23M 0.99% | 0.00 | 0.00 | 123.12K |
ALPHABET INCSOLE | CAP STK CL A | 63.28K | SH | $18.20M 0.99% | 0.00 | 0.00 | 63.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.10K | SH | $16.72M 0.91% | 0.00 | 0.00 | 52.10K |
ISHARES TRSOLE | CORE MSCI TOTAL | 178.51K | SH | $15.47M 0.84% | 0.00 | 0.00 | 178.51K |
ALPHABET INCSOLE | CAP STK CL C | 52.71K | SH | $15.12M 0.82% | 0.00 | 0.00 | 52.71K |
BROADCOM INCSOLE | COM | 42.88K | SH | $13.27M 0.72% | 0.00 | 0.00 | 42.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.86K | SH | $11.91M 0.65% | 0.00 | 0.00 | 24.86K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.88K | SH | $11.31M 0.62% | 0.00 | 0.00 | 25.88K |
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