Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.2 Billion
  • Q1 2025

Angeles Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $165M, Vanguard Total World Stk Index with a value of $149M, Spdr Portfolio S&P 500 Value E with a value of $97.9M, Vanguard Index Fds S&P 500 ETF with a value of $73.5M, and Vanguard Star Fd Vanguard Tota with a value of $73.1M.

Examining the 13F form we can see an decrease of $9.47M in the current position value, from $1.21B to 1.2B.

Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.2 Billion
ETFs: $882 Million
Technology: $95.5 Million
Financial Services: $73.1 Million
Consumer Cyclical: $37 Million
Healthcare: $31.5 Million
Communication Services: $22.3 Million
Consumer Defensive: $19.6 Million
Industrials: $18.1 Million
Other: $19.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$165 Million 13.78% of portfolio
534,450
Q1 2025 Added 3.04%
$0
$149 Million 12.45% of portfolio
1,286,338
Q1 2025 Added 5.28%
$0
$97.9 Million 8.18% of portfolio
1,917,743
Q1 2025 Added 7.42%
$0
$73.5 Million 6.14% of portfolio
143,042
Q1 2025 Added 2.55%
$0
$73.1 Million 6.1% of portfolio
1,177,329
Q1 2025 Added 6.45%
$0
$66.8 Million 5.57% of portfolio
2,665,995
Q1 2025 Added 33.3%
$0
$31.6 Million 2.64% of portfolio
182,904
Q1 2025 Reduced 1.24%
$30.7B
$31.4 Million 2.62% of portfolio
214,054
Q1 2025 Added 23.49%
$0
$31.2 Million 2.6% of portfolio
444,409
Q1 2025 Added 6.6%
$3.45T
$29.6 Million 2.47% of portfolio
133,146
Q1 2025 Added 2.53%
$3.77T
$29.1 Million 2.43% of portfolio
77,509
Q1 2025 Reduced 0.77%
$0
$24.6 Million 2.05% of portfolio
43,922
Q1 2025 Reduced 0.02%
$0
$22.8 Million 1.91% of portfolio
216,609
Q1 2025 Reduced 48.91%
$0
$19.5 Million 1.63% of portfolio
775,866
Q1 2025 Added 2.98%
$0
$19.3 Million 1.61% of portfolio
280,927
Q1 2025 Added 5.94%
$0
$17.3 Million 1.44% of portfolio
112,892
Q1 2025 Reduced 3.85%
$0
$12.2 Million 1.02% of portfolio
44,511
Q1 2025 Reduced 0.17%
$416B
$10.9 Million 0.91% of portfolio
100,627
Q1 2025 Added 7.97%
$2.32T
$9.53 Million 0.8% of portfolio
50,113
Q1 2025 Added 0.13%
$417B
$9.31 Million 0.78% of portfolio
9,840
Q1 2025 Added 1.58%
$0
$7.36 Million 0.61% of portfolio
19,841
Q1 2025 Added 0.85%
$622B
$7.15 Million 0.6% of portfolio
13,429
Q1 2025 Reduced 2.62%
$0
$6.55 Million 0.55% of portfolio
316,317
Q1 2025 Added 1.46%
$0
$6.29 Million 0.53% of portfolio
204,664
Q1 2025 Added 2.27%
$1.17T
$6.23 Million 0.52% of portfolio
39,884
Q1 2025 Added 0.21%
$575B
$5.65 Million 0.47% of portfolio
16,128
Q1 2025 Added 1.26%
$1.58T
$5.48 Million 0.46% of portfolio
9,501
Q1 2025 Added 1.73%
$0
$5.48 Million 0.46% of portfolio
66,293
Q1 2025 Added 15.98%
$0
$5.01 Million 0.42% of portfolio
48,263
Q1 2025 Added 7.98%
$320B
$4.96 Million 0.41% of portfolio
37,499
Q1 2025 Reduced 1.32%
$1.14T
$4.95 Million 0.41% of portfolio
31,996
Q1 2025 Added 0.32%
$380B
$4.49 Million 0.37% of portfolio
12,255
Q1 2025 Reduced 0.77%
$855B
$4.41 Million 0.37% of portfolio
17,987
Q1 2025 Added 0.26%
$88.1B
$4.26 Million 0.36% of portfolio
12,186
Q1 2025 Added 0.07%
$738B
$4.23 Million 0.35% of portfolio
5,126
Q1 2025 Added 7.76%
$429B
$3.99 Million 0.33% of portfolio
5
Q1 2025 New
$452B
$3.6 Million 0.3% of portfolio
30,241
Q1 2025 Added 1.34%
$533B
$3.46 Million 0.29% of portfolio
6,304
Q1 2025 Added 0.35%
$0
$3.26 Million 0.27% of portfolio
9,026
Q1 2025 Added 1.14%
$313B
$3.2 Million 0.27% of portfolio
44,639
Q1 2025 Added 0.38%
$331B
$3.13 Million 0.26% of portfolio
14,917
Q1 2025 Added 4.55%
$0
$2.99 Million 0.25% of portfolio
28,274
Q1 2025 Added 12.87%
$207B
$2.95 Million 0.25% of portfolio
32,835
Q1 2025 Reduced 5.82%
$439B
$2.72 Million 0.23% of portfolio
16,393
Q1 2025 Added 1.4%
$113B
$2.63 Million 0.22% of portfolio
15,712
Q1 2025 Added 2.94%
$74B
$2.47 Million 0.21% of portfolio
26,355
Q1 2025 Reduced 0.14%
$1.05T
$2.37 Million 0.2% of portfolio
9,145
Q1 2025 Reduced 2.7%
$530B
$2.3 Million 0.19% of portfolio
2,463
Q1 2025 Added 1.78%
$1.28B
$2.17 Million 0.18% of portfolio
53,160
Q1 2025 Added 686.16%

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $1.2 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email