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ANGELES WEALTH MANAGEMENT, LLC
hedge fundUpdated 46 days agoManaged by Angeles Wealth Management, Llc • Latest filing Q2 2026
Portfolio value
$2.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
43.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $672.2M |
| Q2 2023 | $733.7M |
| Q3 2023 | $707.8M |
| Q4 2023 | $820.8M |
| Q1 2024 | $999.7M |
| Q2 2024 | $1.1B |
| Q3 2024 | $1.2B |
| Q4 2024 | $1.2B |
| Q1 2025 | $1.2B |
| Q2 2025 | $1.5B |
| Q3 2025 | $1.6B |
| Q4 2025 | $1.8B |
| Q1 2026 | $1.8B |
| Q2 2026 | $2.2B |
Top holdings
632 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD WORLD FD | $252.3M | 2.87M | 11.52% | Added(+402.4%) |
| 2 | V VGES VANGUARD INTL EQUITY INDEX F | $237.8M | 1.52M | 10.86% | Added(+2.9%) |
| 3 | V VGES VANGUARD STAR FDS | $147.1M | 1.72M | 6.72% | Added(+4.7%) |
| 4 | S STT-PG SPDR SERIES TRUST | $140.5M | 2.31M | 6.42% | Added(+5.1%) |
| 5 | V VGES VANGUARD INDEX FDS | $115M | 167.4K | 5.25% | Added(+1.9%) |
| 6 | E ETHA ISHARES TR | $83.8M | 778.7K | 3.83% | Added(+1.4%) |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $82.1M | 2.43M | 3.75% | Added(+2.8%) |
| 8 | V VGES VANGUARD INTL EQUITY INDEX F | $72.4M | 817.3K | 3.30% | Added(+4.7%) |
| 9 | A AAPL APPLE INC | $56M | 193.6K | 2.56% | Added(+6.2%) |
| 10 | V VGES VANGUARD INDEX FDS | $54.3M | 248.9K | 2.48% | Added(+0.2%) |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $47.2M | 606.5K | 2.15% | Added(+997.8%) |
| 12 | M MSFT MICROSOFT CORP | $38.4M | 103.1K | 1.76% | Added(+6.2%) |
| 13 | N NVDA NVIDIA CORPORATION | $35.4M | 177.1K | 1.62% | Added(+4.4%) |
| 14 | E ETHA ISHARES INC | $33.6M | 360.7K | 1.54% | Added(+5.6%) |
| 15 | A AMZN AMAZON COM INC | $28.2M | 118.5K | 1.29% | Added(+18.7%) |
| 16 | S STT-PG SPDR SERIES TRUST | $27.7M | 1.11M | 1.27% | Added(+1.7%) |
| 17 | G GOOGN ALPHABET INC | $25.9M | 72.5K | 1.18% | Added(+14.6%) |
| 18 | E ETHA ISHARES INC | $22.8M | 112.6K | 1.04% | Trimmed(-4.4%) |
| 19 | G GOOGN ALPHABET INC | $20.5M | 58.1K | 0.94% | Added(+10.3%) |
| 20 | V VGES VANGUARD WHITEHALL FDS | $19.4M | 122.9K | 0.89% | Trimmed(-0.1%) |