Institutions / Angeles Wealth Management, LLC

Angeles Wealth Management, LLC

CIK 1929170 · Institution · as of Dec 31, 2025
Portfolio value
$1.81B
Positions
465
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 465 →
CompanyClassValueShares% of portfolio
Vanguard World Fd$243.31M589,45613.4%
Vanguard Intl Equity Index F$201.56M1,428,93111.1%
SPDR Series Trust$117.75M2,072,6306.5%
Vanguard Star Fds$105.08M1,392,8555.8%
Vanguard Index Fds$102.03M162,6885.6%
Schwab Strategic Tr$76.23M2,336,8254.2%
iShares Tr$75.29M702,9474.2%
Vanguard Intl Equity Index F$61.65M737,3823.4%
Vanguard Index Fds$48.54M254,1312.7%
Microsoft Corp$47.48M98,1722.6%
Apple Inc.$45.63M167,8392.5%
SPDR S&P 500 ETF Tr$37.75M55,2132.1%
NVIDIA Corp$27.78M148,9291.5%
iShares Inc$26.38M326,7451.5%
SPDR Series Trust$25.75M1,017,1701.4%
iShares Inc$22.74M122,3861.3%
Vanguard Index Fds$18.88M56,3061.0%
Amazon.com Inc$18.42M79,7811.0%
Vanguard Whitehall Fds$17.67M123,1241.0%
iShares MSCI UAE ETF$15.45M182,4850.9%
Alphabet Inc.$15.30M48,7500.8%
Alphabet Inc.$15.23M48,6580.8%
Broadcom Inc.$13.59M39,2770.7%
Vanguard Index Fds$12.65M25,9350.7%
Warren E. Buffett$11.26M22,4070.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.