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ANGELES WEALTH MANAGEMENT, LLC

Q3 2026 13F filing

Updated 10 days ago

599 disclosed positions worth $2.3B

Portfolio value
$2.3B
Total holdings
599
New positions
38
Closed positions
72
Increased
148
Decreased
285
Turnover
18.4%
Filed
2026-10-26

Full holdings

Every line item disclosed in Q3 2026

V

VANGUARD WORLD FD

+1.5%
Value
$269.9M
Shares
2.91M
% Port
11.88%
V

VANGUARD INTL EQUITY INDEX F

+3.9%
Value
$248.4M
Shares
1.57M
% Port
10.94%
V

VANGUARD STAR FDS

+4.3%
Value
$152.4M
Shares
1.79M
% Port
6.71%
S

SPDR SERIES TRUST

+5.0%
Value
$148.4M
Shares
2.43M
% Port
6.53%
V

VANGUARD INDEX FDS

+1.9%
Value
$119.6M
Shares
170.7K
% Port
5.27%
S

SCHWAB STRATEGIC TR

+4.4%
Value
$91M
Shares
2.53M
% Port
4.01%
V

VANGUARD INTL EQUITY INDEX F

+4.6%
Value
$74.2M
Shares
854.8K
% Port
3.27%
E

ISHARES TR

+2277.0%
Value
$71.4M
Shares
683.2K
% Port
3.14%
A

APPLE INC

-3.0%
Value
$62.5M
Shares
187.7K
% Port
2.75%
V
10.VGES

VANGUARD INDEX FDS

-0.5%
Value
$53.5M
Shares
247.8K
% Port
2.36%
M
11.MSFT

MICROSOFT CORP

-2.0%
Value
$51.8M
Shares
101.0K
% Port
2.28%
S
12.SPY

STATE STR SPDR S&P 500 ETF T

-17.8%
Value
$48.3M
Shares
498.6K
% Port
2.13%
V
13.VGES

VANGUARD SCOTTSDALE FDS

+56057.1%
Value
$41M
Shares
712.1K
% Port
1.80%
N
14.NVDA

NVIDIA CORPORATION

-1.9%
Value
$39.7M
Shares
173.8K
% Port
1.75%
E
15.ETHA

ISHARES INC

+3.8%
Value
$36.5M
Shares
374.3K
% Port
1.61%
A
16.AMZN

AMAZON COM INC

-5.2%
Value
$28M
Shares
112.4K
% Port
1.23%
S

SPDR SERIES TRUST

-0.4%
Value
$26.7M
Shares
1.10M
% Port
1.18%
G

ALPHABET INC

-5.4%
Value
$23.6M
Shares
68.6K
% Port
1.04%
E
19.ETHA

ISHARES INC

-0.0%
Value
$23.2M
Shares
112.5K
% Port
1.02%
G

ALPHABET INC

-0.6%
Value
$19.7M
Shares
57.8K
% Port
0.87%
V
21.VGES

VANGUARD INDEX FDS

-2.0%
Value
$19.2M
Shares
51.4K
% Port
0.85%
V
22.VGES

VANGUARD WHITEHALL FDS

Unchanged
Value
$19.1M
Shares
122.9K
% Port
0.84%
E
23.ETHA

ISHARES TR

+0.1%
Value
$17M
Shares
178.5K
% Port
0.75%
A
24.AVGO

BROADCOM INC

-3.0%
Value
$15.3M
Shares
43.6K
% Port
0.67%
V
25.VGES

VANGUARD INDEX FDS

-0.4%
Value
$14M
Shares
155.5K
% Port
0.62%
B

BERKSHIRE HATHAWAY INC DEL

-2.2%
Value
$13M
Shares
26.1K
% Port
0.57%
J

JPMORGAN CHASE & CO

-3.3%
Value
$12.2M
Shares
36.8K
% Port
0.54%
V
28.V

VISA INC

-0.8%
Value
$11.2M
Shares
31.0K
% Port
0.49%
E
29.ETHA

ISHARES TR

+1.9%
Value
$10.7M
Shares
102.7K
% Port
0.47%
E
30.ETHA

ISHARES TR

-86.5%
Value
$10.6M
Shares
104.9K
% Port
0.47%
C
31.COST

COSTCO WHOLESALE CORPORATION

-2.3%
Value
$10.2M
Shares
11.2K
% Port
0.45%
V
32.VVR

INVESCO EXCH TRADED FD TR II

+3.9%
Value
$9.4M
Shares
461.1K
% Port
0.41%
M
33.META

META PLATFORMS INC

-1.6%
Value
$9.4M
Shares
13.0K
% Port
0.41%
M
34.MU

MICRON TECHNOLOGY INC

-0.3%
Value
$9.1M
Shares
8.6K
% Port
0.40%
L
35.LLY

ELI LILLY & CO

-2.0%
Value
$9M
Shares
7.8K
% Port
0.40%
E
36.ETHA

ISHARES TR

+5.0%
Value
$8.8M
Shares
299.0K
% Port
0.39%
E
37.ETHA

ISHARES TR

Unchanged
Value
$7.7M
Shares
182.0K
% Port
0.34%
B
38.BLK

ISHARES TR

-11.8%
Value
$7.5M
Shares
92.6K
% Port
0.33%
T

TAIWAN SEMICONDUCTOR MANUFAC

-0.5%
Value
$7.4M
Shares
16.2K
% Port
0.33%
T
40.TSLA

TESLA INC

-3.9%
Value
$6.7M
Shares
18.8K
% Port
0.29%
V
41.VGES

VANGUARD TAX-MANAGED FDS

-3.9%
Value
$6.5M
Shares
92.1K
% Port
0.29%
A
42.ABBV

ABBVIE INC

-0.7%
Value
$6.1M
Shares
23.3K
% Port
0.27%
J
43.JNJ

JOHNSON & JOHNSON

-2.1%
Value
$5.4M
Shares
20.3K
% Port
0.24%
G
44.GLD

SPDR GOLD TR

-5.0%
Value
$5.1M
Shares
13.5K
% Port
0.23%
M
45.MRK

MERCK & CO INC

-6.5%
Value
$5.1M
Shares
34.7K
% Port
0.22%
M
46.MA

MASTERCARD INCORPORATED

+5.5%
Value
$5.1M
Shares
9.2K
% Port
0.22%
X
47.XOM

EXXONMOBIL HOLDINGS CORP

Value
$4.8M
Shares
29.3K
% Port
0.21%
P

PLAINS ALL AMERN PIPELINE L

-1.9%
Value
$4.7M
Shares
197.0K
% Port
0.21%
A
49.AMD

ADVANCED MICRO DEVICES INC

-3.1%
Value
$4.6M
Shares
7.5K
% Port
0.20%
V
50.VGES

VANGUARD WHITEHALL FDS

Unchanged
Value
$4.4M
Shares
44.0K
% Port
0.20%