Angeles Wealth Management, LLC Incresed Positions in Q2 2025

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
41K
+ 7.67%
$273.67 - $366.17 $11.2M - $15M
575K $211M
MUB
Ishares National Muni Bond ETF

ETFs
365K
+ 168.28%
$102.31 - $105.8 $37.3M - $38.6M
581K $60.7M
VT
Vanguard Total World Stk Index

ETFs
37.9K
+ 2.95%
$103.16 - $128.52 $3.91M - $4.87M
1.32M $170M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
213K
+ 48.0%
$62.73 - $78.42 $13.4M - $16.7M
658K $51M
VTV
Vanguard Value ETF

ETFs
85.1K
+ 46.55%
$153.67 - $176.74 $13.1M - $15M
268K $47.4M
MSFT
Microsoft Corp

Technology
7.41K
+ 9.56%
$354.56 - $497.45 $2.63M - $3.69M
84.9K $42.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
65K
+ 5.52%
$55.54 - $69.09 $3.61M - $4.49M
1.24M $85.8M
NVDA
Nvidia Corp

Technology
13.9K
+ 13.79%
$94.31 - $157.99 $1.31M - $2.19M
115K $18.1M
ARES
Ares Management Corp

Financial Services
1
+ 0.0%
$118.04 - $175.83 $118 - $176
214K $37.1M
VTI
Vanguard Total Stock Market Et

ETFs
10.1K
+ 22.74%
$243.75 - $303.93 $2.47M - $3.08M
54.6K $16.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.77K
+ 13.5%
$167.32 - $223.3 $1.13M - $1.51M
56.9K $12.5M
URTH
Ishares Msci World ETF

ETFs
6.41K
+ 5.68%
$136.3 - $169.38 $874K - $1.09M
119K $20.2M
EWJ
Ishares Msci Japan ETF

ETFs
13.2K
+ 4.69%
$61.32 - $75.28 $807K - $991K
294K $22M
AVGO
Broadcom Inc.

Technology
3.62K
+ 23.02%
$146.29 - $275.65 $529K - $997K
19.3K $5.33M
SUB
Ishares Short Term National Mu

ETFs
22.8K
+ 80.73%
$104.77 - $106.34 $2.39M - $2.43M
51.1K $5.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
95.2K
+ 1895.36%
$19.1 - $23.83 $1.82M - $2.27M
100K $2.39M
META
Meta Platforms, Inc.

Communication Services
114
+ 1.2%
$484.66 - $738.09 $55.3K - $84.1K
9.62K $7.1M
NFLX
Netflix Inc

Communication Services
240
+ 9.74%
$855.86 - $1339.13 $205K - $321K
2.7K $3.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.7K
+ 858.75%
$51.16 - $62.02 $1.06M - $1.28M
23.1K $1.43M
GOOGL
Alphabet Inc.

Communication Services
2.77K
+ 8.66%
$144.7 - $178.6 $401K - $495K
34.8K $6.13M
PWR
Quanta Services, Inc.

Industrials
1.18K
+ 21.18%
$239.47 - $381.26 $283K - $451K
6.76K $2.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.2K
+ 936.82%
$39.89 - $49.46 $886K - $1.1M
24.6K $1.22M
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 2.53%
$146.58 - $180.01 $148K - $181K
40.9K $7.25M
COST
Costco Wholesale Corp

Consumer Defensive
591
+ 6.01%
$908.13 - $1056.85 $537K - $625K
10.4K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 14.85%
$221.86 - $362.89 $301K - $493K
10.5K $3.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
640
+ 7.09%
$320.42 - $424.58 $205K - $272K
9.67K $4.1M
V
Visa Inc.

Financial Services
2.11K
+ 13.09%
$308.27 - $373.31 $651K - $788K
18.2K $6.48M
IEMG
Ishares Inc

ETFs
14.8K
+ 689.81%
N/A
16.9K $906K
TOST
Toast, Inc.

Technology
15K
+ 174.63%
$30.03 - $45.23 $450K - $678K
23.6K $1.04M
NOW
Service Now, Inc.

Technology
374
+ 27.28%
$721.65 - $1040.18 $270K - $389K
1.75K $1.79M
HOOD
Robinhood Markets, Inc.

Technology
354
+ 2.75%
$34.17 - $93.63 $12.1K - $33.1K
13.2K $1.24M
CPNG
Coupang, Inc.

Consumer Cyclical
7K
+ 12.71%
$19.76 - $30.81 $138K - $216K
62.1K $1.86M
VO
Vanguard Mid Cap ETF

ETFs
2.29K
+ 1403.07%
$228.54 - $279.83 $523K - $640K
2.45K $685K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.19K
+ 347.09%
$90.56 - $109.49 $470K - $568K
6.68K $730K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.33K
+ 31.55%
$141.37 - $228.57 $188K - $304K
5.54K $1.25M
ORCL
Oracle Corp

Technology
407
+ 7.42%
$122.82 - $218.63 $50K - $89K
5.89K $1.29M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.81K
+ 228.41%
$219.76 - $276.94 $398K - $501K
2.6K $720K
PLTR
Palantir Technologies Inc.

Technology
1.38K
+ 25.4%
$74.01 - $144.25 $102K - $198K
6.79K $925K
MA
Mastercard Inc

Financial Services
677
+ 10.74%
$479.92 - $590.74 $325K - $400K
6.98K $3.92M
IEFA
Ishares Tr

ETFs
5.25K
+ 626.13%
$67.83 - $84.09 $356K - $441K
6.09K $507K
ISRG
Intuitive Surgical Inc

Healthcare
436
+ 10.25%
$451.58 - $565.94 $197K - $247K
4.69K $2.55M
WFC
Wells Fargo & Company

Financial Services
878
+ 1.97%
$60.98 - $80.12 $53.5K - $70.3K
45.5K $3.65M
PODD
Insulet Corp

Healthcare
1.09K
+ 71.76%
$238.57 - $327.47 $259K - $355K
2.6K $815K
XLK
Technology Sector Spdr

ETFs
1.53K
+ 622.76%
$179.73 - $253.23 $275K - $388K
1.78K $450K
BKNG
Booking Holdings Inc.

Consumer Cyclical
24
+ 11.21%
$4164.15 - $5789.24 $99.9K - $139K
238 $1.38M
SCHW
Schwab Charles Corp

Financial Services
3.54K
+ 67.22%
$69.06 - $91.24 $245K - $323K
8.81K $803K
SJNK
Spdr Bloomberg Short Term High

ETFs
5.4K
+ 0.7%
$24.12 - $25.48 $130K - $138K
781K $19.9M
CTAS
Cintas Corp

Industrials
1.06K
+ 13.14%
$190.11 - $227.66 $202K - $242K
9.15K $2.04M
CRM
Salesforce, Inc.

Technology
1.24K
+ 29.92%
$236.26 - $291.15 $292K - $360K
5.36K $1.46M
Activity Summary
Buys All Purchases 292 New Holdings 92 Increased Positions 200 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 1 Puts 0
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