Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025

Angeles Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 429 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 $211M, Vanguard Total World Stk Index with a value of $170M, Spdr Portfolio S&P 500 Value E with a value of $93.3M, Vanguard Star Fd Vanguard Tota with a value of $85.8M, and Vanguard Index Fds S&P 500 ETF with a value of $78.7M.

Examining the 13F form we can see an increase of $251M in the current position value, from $1.2B to 1.45B.

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

Portfolio value $1.45 Billion
ETFs: $1.07 Billion
Technology: $129 Million
Financial Services: $84.4 Million
Consumer Cyclical: $42.3 Million
Healthcare: $31.4 Million
Communication Services: $28.4 Million
Industrials: $22.6 Million
Consumer Defensive: $21.7 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$211 Million 14.54% of portfolio
575,440
Q2 2025 Added 7.67%
$0
$170 Million 11.74% of portfolio
1,324,258
Q2 2025 Added 2.95%
$0
$93.3 Million 6.44% of portfolio
1,782,982
Q2 2025 Reduced 7.03%
$0
$85.8 Million 5.92% of portfolio
1,242,288
Q2 2025 Added 5.52%
$0
$78.7 Million 5.43% of portfolio
138,473
Q2 2025 Reduced 3.19%
$0
$61 Million 4.21% of portfolio
2,087,707
Q2 2025 Reduced 21.69%
$0
$60.7 Million 4.19% of portfolio
581,118
Q2 2025 Added 168.28%
$0
$51 Million 3.52% of portfolio
657,746
Q2 2025 Added 48.0%
$0
$47.4 Million 3.27% of portfolio
268,039
Q2 2025 Added 46.55%
$3.95T
$42.2 Million 2.91% of portfolio
84,921
Q2 2025 Added 9.56%
$33.2B
$37.1 Million 2.56% of portfolio
214,055
Q2 2025 Added 0.0%
$3.69T
$28.7 Million 1.98% of portfolio
139,836
Q2 2025 Added 5.02%
$0
$27 Million 1.86% of portfolio
43,645
Q2 2025 Reduced 0.63%
$0
$22 Million 1.52% of portfolio
294,091
Q2 2025 Added 4.69%
$0
$20.2 Million 1.39% of portfolio
119,304
Q2 2025 Added 5.68%
$0
$19.9 Million 1.37% of portfolio
781,264
Q2 2025 Added 0.7%
$0
$16.6 Million 1.15% of portfolio
54,635
Q2 2025 Added 22.74%
$0
$14.6 Million 1.0% of portfolio
188,232
Q2 2025 Reduced 1.9%
$2.26T
$12.5 Million 0.86% of portfolio
56,878
Q2 2025 Added 13.5%
$0
$11.6 Million 0.8% of portfolio
26,507
Q2 2025 Added 33.6%
$439B
$10.3 Million 0.71% of portfolio
10,431
Q2 2025 Added 6.01%
$1.24T
$7.25 Million 0.5% of portfolio
40,892
Q2 2025 Added 2.53%
$1.78T
$7.1 Million 0.49% of portfolio
9,615
Q2 2025 Added 1.2%
$0
$6.49 Million 0.45% of portfolio
310,467
Q2 2025 Reduced 1.85%
$551B
$6.48 Million 0.45% of portfolio
18,239
Q2 2025 Added 13.09%
$621B
$6.36 Million 0.44% of portfolio
13,083
Q2 2025 Reduced 2.58%
$0
$6.33 Million 0.44% of portfolio
206,216
Q2 2025 Added 0.76%
$1.21T
$6.13 Million 0.42% of portfolio
34,767
Q2 2025 Added 8.66%
$0
$5.5 Million 0.38% of portfolio
66,354
Q2 2025 Added 0.09%
$0
$5.43 Million 0.37% of portfolio
51,101
Q2 2025 Added 80.73%
$127B
$5.33 Million 0.37% of portfolio
19,329
Q2 2025 Added 23.02%
$859B
$5.18 Million 0.36% of portfolio
17,854
Q2 2025 Reduced 0.74%
$405B
$4.62 Million 0.32% of portfolio
12,596
Q2 2025 Added 2.78%
$608B
$4.45 Million 0.31% of portfolio
5,714
Q2 2025 Added 11.47%
$0
$4.43 Million 0.31% of portfolio
43,607
Q2 2025 Reduced 9.65%
$0
$4.23 Million 0.29% of portfolio
74,244
Q2 2025 New
$324B
$4.27 Million 0.29% of portfolio
37,673
Q2 2025 Added 0.46%
$92.8B
$4.2 Million 0.29% of portfolio
12,227
Q2 2025 Added 0.34%
$0
$4.1 Million 0.28% of portfolio
9,666
Q2 2025 Added 7.09%
$548B
$3.92 Million 0.27% of portfolio
6,981
Q2 2025 Added 10.74%
$302B
$3.65 Million 0.25% of portfolio
45,517
Q2 2025 Added 1.97%
$423B
$3.64 Million 0.25% of portfolio
5
Q1 2025 New
$545B
$3.62 Million 0.25% of portfolio
2,703
Q2 2025 Added 9.74%
$1.08T
$3.34 Million 0.23% of portfolio
10,503
Q2 2025 Added 14.85%
$70.9B
$2.68 Million 0.19% of portfolio
29,531
Q2 2025 Added 12.05%
$442B
$2.82 Million 0.19% of portfolio
26,196
Q2 2025 Reduced 13.38%
$169B
$2.55 Million 0.18% of portfolio
4,689
Q2 2025 Added 10.25%
$56B
$2.56 Million 0.18% of portfolio
6,763
Q2 2025 Added 21.18%
$351B
$2.68 Million 0.18% of portfolio
14,438
Q2 2025 Reduced 3.21%

Summary

  • Portfolio
  • No. of Stocks 429
  • Current Value $1.45 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 92 stocks
  • Additional Purchases 200 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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