Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $252M | 11.5% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $238M | 10.9% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $147M | 6.7% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $141M | 6.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $115M | 5.3% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $83.8M | 3.8% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $82.1M | 3.7% |
| Vanguard Intl Equity Index FFTSE EUROPE ETF | FTSE EUROPE ETF | $72.4M | 3.3% |
| Apple Inc.COM | COM | $56M | 2.6% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $54.3M | 2.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $47.2M | 2.2% |
| Microsoft Corp.COM | COM | $38.4M | 1.8% |
| Nvidia CorporationCOM | COM | $35.4M | 1.6% |
| iShares Inc.MSCI JAPAN ETF | MSCI JAPAN ETF | $33.6M | 1.5% |
| Amazon Com Inc.COM | COM | $28.2M | 1.3% |
| SPDR Series TrustST TERM HIGH ETF | ST TERM HIGH ETF | $27.7M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $25.9M | 1.2% |
| iShares Inc.MSCI WORLD ETF | MSCI WORLD ETF | $22.8M | 1.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $20.5M | 0.9% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $19.4M | 0.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $19.4M | 0.9% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $17M | 0.8% |
| Broadcom Inc.COM | COM | $17M | 0.8% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $13.5M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $13.4M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $12.5M | 0.6% |
| Visa Inc.COM CL A | COM CL A | $10.7M | 0.5% |
| Costco Wholesale CorporationCOM | COM | $10.7M | 0.5% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $10.5M | 0.5% |
| Micron Technology Inc.COM | COM | $9.9M | 0.5% |
| Eli Lilly & COCOM | COM | $9.51M | 0.4% |
| Invesco Exch Traded FD TR IISR LN ETF | SR LN ETF | $9.04M | 0.4% |
| iShares TRPFD AND INCM SEC | PFD AND INCM SEC | $8.69M | 0.4% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $8.62M | 0.4% |
| Tesla Inc.COM | COM | $8.22M | 0.4% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $7.79M | 0.4% |
| iShares TRINTL SEL DIV ETF | INTL SEL DIV ETF | $7.54M | 0.3% |
| Meta Platforms Inc.CL A | CL A | $7.43M | 0.3% |
| iShares TR10-20 YR TRS ETF | 10-20 YR TRS ETF | $7.08M | 0.3% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $6.83M | 0.3% |
| Abbvie Inc.COM | COM | $5.9M | 0.3% |
| Johnson & JohnsonCOM | COM | $5.27M | 0.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $5.24M | 0.2% |
| GE AerospaceCOM NEW | COM NEW | $4.89M | 0.2% |
| Merck & CO Inc.COM | COM | $4.8M | 0.2% |
| Quanta Svcs Inc.COM | COM | $4.65M | 0.2% |
| Lam Research Corp.COM NEW | COM NEW | $4.54M | 0.2% |
| Advanced Micro Devices Inc.COM | COM | $4.49M | 0.2% |
| Plains All Amern Pipeline LUNIT LTD PARTN | UNIT LTD PARTN | $4.47M | 0.2% |
| Mastercard IncorporatedCL A | CL A | $4.46M | 0.2% |
Vanguard World FDMEGA GRWTH IND$252M
- Class
- MEGA GRWTH IND
- Share
- 11.5%
Vanguard Intl Equity Index FTT WRLD ST ETF$238M
- Class
- TT WRLD ST ETF
- Share
- 10.9%
Vanguard Star FdsVG TL INTL STK F$147M
- Class
- VG TL INTL STK F
- Share
- 6.7%
SPDR Series TrustST STR P500VAL$141M
- Class
- ST STR P500VAL
- Share
- 6.4%
Vanguard Index FdsS&P 500 ETF SHS$115M
- Class
- S&P 500 ETF SHS
- Share
- 5.3%
iShares TRNATIONAL MUN ETF$83.8M
- Class
- NATIONAL MUN ETF
- Share
- 3.8%
Schwab Strategic TRUS LCAP GR ETF$82.1M
- Class
- US LCAP GR ETF
- Share
- 3.7%
Vanguard Intl Equity Index FFTSE EUROPE ETF$72.4M
- Class
- FTSE EUROPE ETF
- Share
- 3.3%
Apple Inc.COM$56M
- Class
- COM
- Share
- 2.6%
Vanguard Index FdsVALUE ETF$54.3M
- Class
- VALUE ETF
- Share
- 2.5%
State Str SPDR S&P 500 ETF TTR UNIT$47.2M
- Class
- TR UNIT
- Share
- 2.2%
Microsoft Corp.COM$38.4M
- Class
- COM
- Share
- 1.8%
Nvidia CorporationCOM$35.4M
- Class
- COM
- Share
- 1.6%
iShares Inc.MSCI JAPAN ETF$33.6M
- Class
- MSCI JAPAN ETF
- Share
- 1.5%
Amazon Com Inc.COM$28.2M
- Class
- COM
- Share
- 1.3%
SPDR Series TrustST TERM HIGH ETF$27.7M
- Class
- ST TERM HIGH ETF
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$25.9M
- Class
- CAP STK CL A
- Share
- 1.2%
iShares Inc.MSCI WORLD ETF$22.8M
- Class
- MSCI WORLD ETF
- Share
- 1.0%
Alphabet Inc.CAP STK CL C$20.5M
- Class
- CAP STK CL C
- Share
- 0.9%
Vanguard Whitehall FdsHIGH DIV YLD$19.4M
- Class
- HIGH DIV YLD
- Share
- 0.9%
Vanguard Index FdsTOTAL STK MKT$19.4M
- Class
- TOTAL STK MKT
- Share
- 0.9%
iShares TRCORE MSCI TOTAL$17M
- Class
- CORE MSCI TOTAL
- Share
- 0.8%
Broadcom Inc.COM$17M
- Class
- COM
- Share
- 0.8%
Vanguard Index FdsGROWTH ETF$13.5M
- Class
- GROWTH ETF
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$13.4M
- Class
- CL B NEW
- Share
- 0.6%
JPMORGAN Chase & COCOM$12.5M
- Class
- COM
- Share
- 0.6%
Visa Inc.COM CL A$10.7M
- Class
- COM CL A
- Share
- 0.5%
Costco Wholesale CorporationCOM$10.7M
- Class
- COM
- Share
- 0.5%
iShares TRMSCI EAFE ETF$10.5M
- Class
- MSCI EAFE ETF
- Share
- 0.5%
Micron Technology Inc.COM$9.9M
- Class
- COM
- Share
- 0.5%
Eli Lilly & COCOM$9.51M
- Class
- COM
- Share
- 0.4%
Invesco Exch Traded FD TR IISR LN ETF$9.04M
- Class
- SR LN ETF
- Share
- 0.4%
iShares TRPFD AND INCM SEC$8.69M
- Class
- PFD AND INCM SEC
- Share
- 0.4%
iShares TR1 3 YR TREAS BD$8.62M
- Class
- 1 3 YR TREAS BD
- Share
- 0.4%
Tesla Inc.COM$8.22M
- Class
- COM
- Share
- 0.4%
Taiwan Semiconductor ManufacSPONSORED ADS$7.79M
- Class
- SPONSORED ADS
- Share
- 0.4%
iShares TRINTL SEL DIV ETF$7.54M
- Class
- INTL SEL DIV ETF
- Share
- 0.3%
Meta Platforms Inc.CL A$7.43M
- Class
- CL A
- Share
- 0.3%
iShares TR10-20 YR TRS ETF$7.08M
- Class
- 10-20 YR TRS ETF
- Share
- 0.3%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$6.83M
- Class
- VAN FTSE DEV MKT
- Share
- 0.3%
Abbvie Inc.COM$5.9M
- Class
- COM
- Share
- 0.3%
Johnson & JohnsonCOM$5.27M
- Class
- COM
- Share
- 0.2%
SPDR Gold TRGOLD SHS$5.24M
- Class
- GOLD SHS
- Share
- 0.2%
GE AerospaceCOM NEW$4.89M
- Class
- COM NEW
- Share
- 0.2%
Merck & CO Inc.COM$4.8M
- Class
- COM
- Share
- 0.2%
Quanta Svcs Inc.COM$4.65M
- Class
- COM
- Share
- 0.2%
Lam Research Corp.COM NEW$4.54M
- Class
- COM NEW
- Share
- 0.2%
Advanced Micro Devices Inc.COM$4.49M
- Class
- COM
- Share
- 0.2%
Plains All Amern Pipeline LUNIT LTD PARTN$4.47M
- Class
- UNIT LTD PARTN
- Share
- 0.2%
Mastercard IncorporatedCL A$4.46M
- Class
- CL A
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 632 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1929170
- File number
- 028-22533
- Options
- 2 call, 2 put
- In the 25 largest
- 74.0%
- Prior quarter
- $1.84B at 31 March 2026
- Positions opened
- 139
- Positions closed
- 31
Common questions
What are Angeles Wealth Management’s 13F holdings worth?
$2.19 billion across 632 positions for the quarter ended 30 June 2026.
What is Angeles Wealth Management’s largest 13F holding?
VANGUARD WORLD FD (MEGA GRWTH IND) was the largest position at $252 million, or 11.5% of reported 13F value, as of 30 June 2026.
How concentrated is Angeles Wealth Management’s 13F portfolio?
The ten largest positions accounted for 56.7% of reported value and the twenty-five largest for 74.0%, across 632 positions as of 30 June 2026.
Does Form 13F show everything Angeles Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Angeles Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.