Angeles Wealth Management

SANTA MONICA, CAfiles as ANGELES WEALTH MANAGEMENT, LLC

$2.2bn in 628 US stocks at the end of 30 June 2026. The top 10 are 56.7% of the money. It changed about 5.5% of the portfolio this quarter.

Value

$2.2bn

Stocks

628

Top 10 share

56.7%

Turnover

5.5%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRFLOT
<0.1% of the fund
TheRealRealREAL
<0.1% of the fund
Jazz PharmaceuticalsJAZZ
<0.1% of the fund
VistraVST
<0.1% of the fund
Viper EnergyVNOM
<0.1% of the fund
RobloxRBLX
<0.1% of the fund
Public StoragePSA
<0.1% of the fund
Neos ETF TrustQQQI
<0.1% of the fund
United Airlines HoldingsUAL
<0.1% of the fund
Neos ETF TrustSPYI
<0.1% of the fund
EvolusEOLS
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
IsharesSCJ
<0.1% of the fund
Peloton InteractivePTON
<0.1% of the fund
Nu HoldingsNU
<0.1% of the fund
RedditRDDT
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Antero ResourcesAR
<0.1% of the fund
Figure Technology SolutionsFIGR
<0.1% of the fund
Axon EnterpriseAXON
<0.1% of the fund
First SolarFSLR
<0.1% of the fund
Flexshares TRTILT
<0.1% of the fund
GAPGAP
<0.1% of the fund
Astera LabsALAB
<0.1% of the fund
Flexshares TRTLTD
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Intl Equity Index FVT
10.9% of the fund
+3%
Vanguard Star FDSVXUS
6.7% of the fund
+5%
Spdr Series TrustSPYV
6.4% of the fund
+5%
Schwab Strategic TRSCHG
3.8% of the fund
+3%
Vanguard Intl Equity Index FVGK
3.3% of the fund
+5%
AppleAAPL
2.6% of the fund
+6%
State STR Spdr S&P 500 ETF TSPY
2.2% of the fund
+998%
MicrosoftMSFT
1.8% of the fund
+6%
NvidiaNVDA
1.6% of the fund
+4%
IsharesEWJ
1.5% of the fund
+6%
Amazon.comAMZN
1.3% of the fund
+19%
AlphabetGOOGL
1.2% of the fund
+15%
AlphabetGOOG
0.9% of the fund
+10%
BroadcomAVGO
0.8% of the fund
+5%
Berkshire HathawayBRK-B
0.6% of the fund
+7%
JPMorgan ChaseJPM
0.6% of the fund
+7%
VisaV
0.5% of the fund
+14%
Costco WholesaleCOST
0.5% of the fund
+6%
Ishares TREFA
0.5% of the fund
+45%
Micron TechnologyMU
0.5% of the fund
+17%
Eli LillyLLY
0.4% of the fund
+6%
Ishares TRSHY
0.4% of the fund
+11%
TeslaTSLA
0.4% of the fund
+13%
Taiwan Semiconductor ManufacturingTSM
0.4% of the fund
+2%
Vanguard Tax-Managed FDSVEA
0.3% of the fund
+13%

Cut

Sold some of their stake.

IsharesURTH
1.0% of the fund
-4%
Meta PlatformsMETA
0.3% of the fund
-9%
Quanta ServicesPWR
0.2% of the fund
-5%
Home DepotHD
0.2% of the fund
-2%
Ishares TRIVV
0.1% of the fund
-4%
Seagate Technology HoldingsSTX
0.1% of the fund
-6%
PepsiCoPEP
0.1% of the fund
-4%
McDonald'sMCD
<0.1% of the fund
-10%
CrowdStrike HoldingsCRWD
<0.1% of the fund
-12%
BlackstoneBX
<0.1% of the fund
-9%
Intuitive SurgicalISRG
<0.1% of the fund
-26%
CartersCRI
<0.1% of the fund
-21%
Waste ManagementWM
<0.1% of the fund
-6%
ProgressivePGR
<0.1% of the fund
-17%
Motorola SolutionsMSI
<0.1% of the fund
-2%
Lowe's CompaniesLOW
<0.1% of the fund
-14%
RBC BearingsRBC
<0.1% of the fund
-5%
Western DigitalWDC
<0.1% of the fund
-4%
Cigna GroupCI
<0.1% of the fund
-36%
EcolabECL
<0.1% of the fund
-4%
T-Mobile USTMUS
<0.1% of the fund
-4%
Commvault SystemsCVLT
<0.1% of the fund
-11%
MckessonMCK
<0.1% of the fund
-5%
Cognyte SoftwareCGNT
<0.1% of the fund
-3%
CSXCSX
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Neuberger Berman ETF TrustNBSD
-100%
Honeywell InternationalHON
-100%
APAAPA
-100%
ExelixisEXEL
-100%
BallBALL
-100%
ZoetisZTS
-100%
Winnebago IndustriesWGO
-100%
Tractor SupplyTSCO
-100%
ComcastCMCSA
-100%
Kratos Defense & Security SolutionsKTOS
-100%
ResmedRMD
-100%
Vanguard Intl Equity Index FVEU
-100%
Intercontinental ExchangeICE
-100%
NewmontNEM
-100%
CencoraCOR
-100%
Dominos PizzaDPZ
-100%
AutodeskADSK
-100%
Atmos EnergyATO
-100%
Texas RoadhouseTXRH
-100%
Toyota MotorTM
-100%
Agnico Eagle MinesAEM
-100%
Blue Owl Technology FinanceOTF
-100%
Helen of TroyHELE
-100%
Cue BiopharmaCUE
-100%
Schwab Strategic TRSCHK
-100%

Holdings

Vanguard World FDMGK
Share
11.5%
Value
$252m
Shares
2,869,561
Held
Vanguard Intl Equity Index FVT
Share
10.9%
Value
$238m
Shares
1,515,162
+3%
Vanguard Star FDSVXUS
Share
6.7%
Value
$147m
Shares
1,720,778
+5%
Spdr Series TrustSPYV
Share
6.4%
Value
$141m
Shares
2,311,111
+5%
Vanguard Index FDSVOO
Share
5.3%
Value
$115m
Shares
167,407
Held
Ishares TRMUB
Share
3.8%
Value
$84m
Shares
778,690
Held
Schwab Strategic TRSCHG
Share
3.8%
Value
$82m
Shares
2,425,844
+3%
Vanguard Intl Equity Index FVGK
Share
3.3%
Value
$72m
Shares
817,271
+5%
AppleAAPL
Share
2.6%
Value
$56m
Shares
193,597
+6%
Vanguard Index FDSVTV
Share
2.5%
Value
$54m
Shares
248,948
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.2%
Value
$47m
Shares
606,525
+998%
MicrosoftMSFT
Share
1.8%
Value
$38m
Shares
103,056
+6%
NvidiaNVDA
Share
1.6%
Value
$35m
Shares
177,055
+4%
IsharesEWJ
Share
1.5%
Value
$34m
Shares
360,720
+6%
Amazon.comAMZN
Share
1.3%
Value
$28m
Shares
118,524
+19%
Spdr Series TrustSJNK
Share
1.3%
Value
$28m
Shares
1,106,976
Held
AlphabetGOOGL
Share
1.2%
Value
$26m
Shares
72,545
+15%
IsharesURTH
Share
1.0%
Value
$23m
Shares
112,562
-4%
AlphabetGOOG
Share
0.9%
Value
$21m
Shares
58,140
+10%
Vanguard Whitehall FDSVYM
Share
0.9%
Value
$19m
Shares
122,945
Held
Vanguard Index FDSVTI
Share
0.9%
Value
$19m
Shares
52,400
Held
Ishares TRIXUS
Share
0.8%
Value
$17m
Shares
178,358
Held
BroadcomAVGO
Share
0.8%
Value
$17m
Shares
44,949
+5%
Vanguard Index FDSVUG
Share
0.6%
Value
$13m
Shares
156,149
Held
Berkshire HathawayBRK-B
Share
0.6%
Value
$13m
Shares
26,682
+7%
JPMorgan ChaseJPM
Share
0.6%
Value
$12m
Shares
38,089
+7%
VisaV
Share
0.5%
Value
$11m
Shares
31,305
+14%
Costco WholesaleCOST
Share
0.5%
Value
$11m
Shares
11,469
+6%
Ishares TREFA
Share
0.5%
Value
$10m
Shares
100,725
+45%
Micron TechnologyMU
Share
0.5%
Value
$10m
Shares
8,574
+17%
Eli LillyLLY
Share
0.4%
Value
$10m
Shares
7,926
+6%
Invesco Exch Traded FD TR IIBKLN
Share
0.4%
Value
$9m
Shares
443,742
Held
Ishares TRPFF
Share
0.4%
Value
$9m
Shares
284,867
Held
Ishares TRSHY
Share
0.4%
Value
$9m
Shares
104,938
+11%
TeslaTSLA
Share
0.4%
Value
$8m
Shares
19,549
+13%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$8m
Shares
16,282
+2%
Ishares TRIDV
Share
0.3%
Value
$8m
Shares
182,000
Held
Meta PlatformsMETA
Share
0.3%
Value
$7m
Shares
13,190
-9%
Ishares TRTLH
Share
0.3%
Value
$7m
Shares
70,568
Held
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$7m
Shares
95,901
+13%
AbbVieABBV
Share
0.3%
Value
$6m
Shares
23,439
+13%
Johnson & JohnsonJNJ
Share
0.2%
Value
$5m
Shares
20,743
+2%
Spdr Gold TRGLD
Share
0.2%
Value
$5m
Shares
14,217
+53%
General ElectricGE
Share
0.2%
Value
$5m
Shares
13,096
Held
MerckMRK
Share
0.2%
Value
$5m
Shares
37,088
Held
Quanta ServicesPWR
Share
0.2%
Value
$5m
Shares
6,464
-5%
Lam ResearchLRCX
Share
0.2%
Value
$5m
Shares
10,468
+3%
Advanced Micro DevicesAMD
Share
0.2%
Value
$4m
Shares
7,735
+17%
Plains ALL Amern Pipeline LPAA
Share
0.2%
Value
$4m
Shares
200,924
+4%
MastercardMA
Share
0.2%
Value
$4m
Shares
8,689
Held
Home DepotHD
Share
0.2%
Value
$4m
Shares
12,599
-2%
Sherwin-WilliamsSHW
Share
0.2%
Value
$4m
Shares
12,776
+5%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$4m
Shares
72,572
+6%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$4m
Shares
31,610
Held
Vanguard Whitehall FDSVYMI
Share
0.2%
Value
$4m
Shares
44,000
Held
Applied MaterialsAMAT
Share
0.2%
Value
$4m
Shares
5,881
+25%
GE VernovaGEV
Share
0.2%
Value
$4m
Shares
3,573
+6%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$4m
Shares
50,781
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$4m
Shares
5,512
+158%
Cisco SystemsCSCO
Share
0.2%
Value
$4m
Shares
32,235
+9%
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$4m
Shares
5
Held
Ishares TRIVW
Share
0.2%
Value
$4m
Shares
26,324
+84%
EA Series TrustFRDM
Share
0.1%
Value
$3m
Shares
44,475
+52%
Ishares TRIWF
Share
0.1%
Value
$3m
Shares
25,793
Held
IntelINTC
Share
0.1%
Value
$3m
Shares
22,771
+19%
Schwab Strategic TRSCHB
Share
0.1%
Value
$3m
Shares
108,801
Held
Ishares TRSUB
Share
0.1%
Value
$3m
Shares
28,744
+42%
Alibaba Group HldgBABA
Share
0.1%
Value
$3m
Shares
30,421
Held
CintasCTAS
Share
0.1%
Value
$3m
Shares
17,159
+5%
WalmartWMT
Share
0.1%
Value
$3m
Shares
25,437
+3%
QualcommQCOM
Share
0.1%
Value
$3m
Shares
14,712
Held
ChevronCVX
Share
0.1%
Value
$3m
Shares
16,272
+3%
Bank of AmericaBAC
Share
0.1%
Value
$3m
Shares
47,290
+3%
Ishares TRIWM
Share
0.1%
Value
$3m
Shares
8,846
+38%
Ishares TRIVV
Share
0.1%
Value
$3m
Shares
3,510
-4%
Union PacificUNP
Share
0.1%
Value
$3m
Shares
9,617
+9%
Colgate-PalmoliveCL
Share
0.1%
Value
$3m
Shares
28,417
+2%
Seagate Technology HoldingsSTX
Share
0.1%
Value
$3m
Shares
2,692
-6%
RTXRTX
Share
0.1%
Value
$3m
Shares
13,509
Held
PepsiCoPEP
Share
0.1%
Value
$3m
Shares
18,665
-4%
Thermo Fisher ScientificTMO
Share
0.1%
Value
$3m
Shares
5,035
+2%
AmphenolAPH
Share
0.1%
Value
$2m
Shares
13,762
+52%
EatonETN
Share
0.1%
Value
$2m
Shares
5,490
+6%
Schwab Strategic TRSCHF
Share
0.1%
Value
$2m
Shares
84,154
+6%
Palo Alto NetworksPANW
Share
0.1%
Value
$2m
Shares
6,714
+15%
TJX CompaniesTJX
Share
0.1%
Value
$2m
Shares
14,672
+3%
Schwab Strategic TRFNDX
Share
0.1%
Value
$2m
Shares
70,728
Held
Ishares TRIWD
Share
<0.1%
Value
$2m
Shares
8,898
+28%
AvePointAVPT
Share
<0.1%
Value
$2m
Shares
187,493
Held
American ExpressAXP
Share
<0.1%
Value
$2m
Shares
6,177
+59%
CaterpillarCAT
Share
<0.1%
Value
$2m
Shares
1,947
+10%
Plains GP Holdings LPPAGP
Share
<0.1%
Value
$2m
Shares
84,656
+5%
NetflixNFLX
Share
<0.1%
Value
$2m
Shares
28,633
Held
Fox Factory HoldingFOXF
Share
<0.1%
Value
$2m
Shares
120,198
Held
Ishares TRIJH
Share
<0.1%
Value
$2m
Shares
25,437
+36%
Analog DevicesADI
Share
<0.1%
Value
$2m
Shares
4,836
+13%
Goldman Sachs GroupGS
Share
<0.1%
Value
$2m
Shares
1,888
+9%
CumminsCMI
Share
<0.1%
Value
$2m
Shares
2,675
Held
Procter & GamblePG
Share
<0.1%
Value
$2m
Shares
12,810
+48%
Moody'sMCO
Share
<0.1%
Value
$2m
Shares
4,126
+3%

Company	Share of fund	Value	Shares	Change
Vanguard World FDMGK	11.5%	$252m	2,869,561	Held
Vanguard Intl Equity Index FVT	10.9%	$238m	1,515,162	+3%
Vanguard Star FDSVXUS	6.7%	$147m	1,720,778	+5%
Spdr Series TrustSPYV	6.4%	$141m	2,311,111	+5%
Vanguard Index FDSVOO	5.3%	$115m	167,407	Held
Ishares TRMUB	3.8%	$84m	778,690	Held
Schwab Strategic TRSCHG	3.8%	$82m	2,425,844	+3%
Vanguard Intl Equity Index FVGK	3.3%	$72m	817,271	+5%
AppleAAPL	2.6%	$56m	193,597	+6%
Vanguard Index FDSVTV	2.5%	$54m	248,948	Held
State STR Spdr S&P 500 ETF TSPY	2.2%	$47m	606,525	+998%
MicrosoftMSFT	1.8%	$38m	103,056	+6%
NvidiaNVDA	1.6%	$35m	177,055	+4%
IsharesEWJ	1.5%	$34m	360,720	+6%
Amazon.comAMZN	1.3%	$28m	118,524	+19%
Spdr Series TrustSJNK	1.3%	$28m	1,106,976	Held
AlphabetGOOGL	1.2%	$26m	72,545	+15%
IsharesURTH	1.0%	$23m	112,562	-4%
AlphabetGOOG	0.9%	$21m	58,140	+10%
Vanguard Whitehall FDSVYM	0.9%	$19m	122,945	Held
Vanguard Index FDSVTI	0.9%	$19m	52,400	Held
Ishares TRIXUS	0.8%	$17m	178,358	Held
BroadcomAVGO	0.8%	$17m	44,949	+5%
Vanguard Index FDSVUG	0.6%	$13m	156,149	Held
Berkshire HathawayBRK-B	0.6%	$13m	26,682	+7%
JPMorgan ChaseJPM	0.6%	$12m	38,089	+7%
VisaV	0.5%	$11m	31,305	+14%
Costco WholesaleCOST	0.5%	$11m	11,469	+6%
Ishares TREFA	0.5%	$10m	100,725	+45%
Micron TechnologyMU	0.5%	$10m	8,574	+17%
Eli LillyLLY	0.4%	$10m	7,926	+6%
Invesco Exch Traded FD TR IIBKLN	0.4%	$9m	443,742	Held
Ishares TRPFF	0.4%	$9m	284,867	Held
Ishares TRSHY	0.4%	$9m	104,938	+11%
TeslaTSLA	0.4%	$8m	19,549	+13%
Taiwan Semiconductor ManufacturingTSM	0.4%	$8m	16,282	+2%
Ishares TRIDV	0.3%	$8m	182,000	Held
Meta PlatformsMETA	0.3%	$7m	13,190	-9%
Ishares TRTLH	0.3%	$7m	70,568	Held
Vanguard Tax-Managed FDSVEA	0.3%	$7m	95,901	+13%
AbbVieABBV	0.3%	$6m	23,439	+13%
Johnson & JohnsonJNJ	0.2%	$5m	20,743	+2%
Spdr Gold TRGLD	0.2%	$5m	14,217	+53%
General ElectricGE	0.2%	$5m	13,096	Held
MerckMRK	0.2%	$5m	37,088	Held
Quanta ServicesPWR	0.2%	$5m	6,464	-5%
Lam ResearchLRCX	0.2%	$5m	10,468	+3%
Advanced Micro DevicesAMD	0.2%	$4m	7,735	+17%
Plains ALL Amern Pipeline LPAA	0.2%	$4m	200,924	+4%
MastercardMA	0.2%	$4m	8,689	Held
Home DepotHD	0.2%	$4m	12,599	-2%
Sherwin-WilliamsSHW	0.2%	$4m	12,776	+5%
Vanguard Intl Equity Index FVWO	0.2%	$4m	72,572	+6%
ExxonMobil HoldingsXOM	0.2%	$4m	31,610	Held
Vanguard Whitehall FDSVYMI	0.2%	$4m	44,000	Held
Applied MaterialsAMAT	0.2%	$4m	5,881	+25%
GE VernovaGEV	0.2%	$4m	3,573	+6%
Wells Fargo & CompanyWFC	0.2%	$4m	50,781	Held
Invesco QQQ TRQQQ	0.2%	$4m	5,512	+158%
Cisco SystemsCSCO	0.2%	$4m	32,235	+9%
Berkshire Hathaway INC DELBRK-A	0.2%	$4m	5	Held
Ishares TRIVW	0.2%	$4m	26,324	+84%
EA Series TrustFRDM	0.1%	$3m	44,475	+52%
Ishares TRIWF	0.1%	$3m	25,793	Held
IntelINTC	0.1%	$3m	22,771	+19%
Schwab Strategic TRSCHB	0.1%	$3m	108,801	Held
Ishares TRSUB	0.1%	$3m	28,744	+42%
Alibaba Group HldgBABA	0.1%	$3m	30,421	Held
CintasCTAS	0.1%	$3m	17,159	+5%
WalmartWMT	0.1%	$3m	25,437	+3%
QualcommQCOM	0.1%	$3m	14,712	Held
ChevronCVX	0.1%	$3m	16,272	+3%
Bank of AmericaBAC	0.1%	$3m	47,290	+3%
Ishares TRIWM	0.1%	$3m	8,846	+38%
Ishares TRIVV	0.1%	$3m	3,510	-4%
Union PacificUNP	0.1%	$3m	9,617	+9%
Colgate-PalmoliveCL	0.1%	$3m	28,417	+2%
Seagate Technology HoldingsSTX	0.1%	$3m	2,692	-6%
RTXRTX	0.1%	$3m	13,509	Held
PepsiCoPEP	0.1%	$3m	18,665	-4%
Thermo Fisher ScientificTMO	0.1%	$3m	5,035	+2%
AmphenolAPH	0.1%	$2m	13,762	+52%
EatonETN	0.1%	$2m	5,490	+6%
Schwab Strategic TRSCHF	0.1%	$2m	84,154	+6%
Palo Alto NetworksPANW	0.1%	$2m	6,714	+15%
TJX CompaniesTJX	0.1%	$2m	14,672	+3%
Schwab Strategic TRFNDX	0.1%	$2m	70,728	Held
Ishares TRIWD	<0.1%	$2m	8,898	+28%
AvePointAVPT	<0.1%	$2m	187,493	Held
American ExpressAXP	<0.1%	$2m	6,177	+59%
CaterpillarCAT	<0.1%	$2m	1,947	+10%
Plains GP Holdings LPPAGP	<0.1%	$2m	84,656	+5%
NetflixNFLX	<0.1%	$2m	28,633	Held
Fox Factory HoldingFOXF	<0.1%	$2m	120,198	Held
Ishares TRIJH	<0.1%	$2m	25,437	+36%
Analog DevicesADI	<0.1%	$2m	4,836	+13%
Goldman Sachs GroupGS	<0.1%	$2m	1,888	+9%
CumminsCMI	<0.1%	$2m	2,675	Held
Procter & GamblePG	<0.1%	$2m	12,810	+48%
Moody'sMCO	<0.1%	$2m	4,126	+3%

Showing the largest 100 of 628.

Options (4)

RHRH
Type
Put
Value
$2m
Contracts
15,000
Cheniere EnergyLNG
Type
Call
Value
$47,802
Contracts
200
Cheniere EnergyLNG
Type
Put
Value
$47,802
Contracts
200
VistraVST
Type
Call
Value
$31,726
Contracts
200

Company	Type	Value	Contracts
RHRH	Put	$2m	15,000
Cheniere EnergyLNG	Call	$47,802	200
Cheniere EnergyLNG	Put	$47,802	200
VistraVST	Call	$31,726	200

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 50.0% since 30 June 2025.

Where the money is

Technology10.7%

Financial services3.7%

Retail & consumer3.1%

Media & telecom2.8%

Industrials2.4%

Health care2.4%

Everyday goods1.3%

Energy1.0%

Utilities0.4%

Materials0.4%

Real estate0.3%

Other71.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.