ANGELES WEALTH MANAGEMENT, LLC

CIK 0001929170 · SANTA MONICA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

ANGELES WEALTH MANAGEMENT, LLC reported 632 positions worth $2.19B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: MGK (11.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.19B
2026 Q2
Positions
632
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.7%
Est. Net Flow (Q)
2026 Q2
10 / 632 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MGKVANGUARD WORLD FDSH$252.3M11.52%2,869,561
2VTVANGUARD INTL EQUITY INDEX FSH$237.8M10.86%1,515,162
3VXUSVANGUARD STAR FDSSH$147.1M6.72%1,720,778
4SPYVSPDR SERIES TRUSTSH$140.5M6.42%2,311,111
5VOOVANGUARD INDEX FDSSH$115.0M5.25%167,407
6MUBISHARES TRSH$83.8M3.83%778,690
7SCHGSCHWAB STRATEGIC TRSH$82.1M3.75%2,425,844
8VGKVANGUARD INTL EQUITY INDEX FSH$72.4M3.31%817,271
9AAPLAPPLE INCSH$56.0M2.56%193,597
10VTVVANGUARD INDEX FDSSH$54.3M2.48%248,948

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ANGELES WEALTH MANAGEMENT, LLC hold as of Q2 2026?

ANGELES WEALTH MANAGEMENT, LLC reported 632 positions worth $2.19B in its Q2 2026 13F filing. Largest positions: MGK (11.5%), VT (10.9%), VXUS (6.7%), SPYV (6.4%) and VOO (5.3%).

What did ANGELES WEALTH MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ANGELES WEALTH MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.