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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27T
$1.25 Million 0.09% of portfolio
5,541
Q2 2025 Added 31.55%
$293B
$1.38 Million 0.09% of portfolio
19,835
Q2 2025 Added 0.73%
$229B
$1.35 Million 0.09% of portfolio
9,260
Q2 2025 Added 1.24%
$684B
$1.29 Million 0.09% of portfolio
5,892
Q2 2025 Added 7.42%
$12.1B
$1.3 Million 0.09% of portfolio
4,813
Q2 2025 Reduced 0.06%
$142B
$1.16 Million 0.08% of portfolio
4,349
Q2 2025 Added 6.62%
$73.8B
$1.21 Million 0.08% of portfolio
4,907
Q2 2025 Added 0.72%
$44.4B
$1.2 Million 0.08% of portfolio
110,295
Q2 2025 Added 0.73%
$210B
$1.12 Million 0.08% of portfolio
3,791
Q2 2025 Added 7.15%
$3.67B
$1.22 Million 0.08% of portfolio
62,989
Q3 2024 Added 58.87%
$222B
$1.13 Million 0.08% of portfolio
3,857
Q2 2025 Added 7.74%
$95.6B
$1.21 Million 0.08% of portfolio
5,292
Q2 2025 Added 35.24%
$306B
$945,000 0.07% of portfolio
3,672
Q2 2025 Added 9.55%
$3.21B
$961,000 0.07% of portfolio
23,650
Q2 2025 Reduced 48.23%
$150B
$1.06 Million 0.07% of portfolio
3,536
Q2 2025 Added 6.31%
$78.6B
$999,000 0.07% of portfolio
2,377
Q2 2025 Added 2.37%
$68.2B
$963,000 0.07% of portfolio
31,083
Q2 2025 Reduced 13.32%
$155B
$1.06 Million 0.07% of portfolio
8,565
Q2 2025 Added 19.94%
$14.2B
$1.04 Million 0.07% of portfolio
23,591
Q2 2025 Added 174.63%
$306B
$1.07 Million 0.07% of portfolio
15,119
Q2 2025 Reduced 0.9%
$182B
$823,000 0.06% of portfolio
8,828
Q2 2025 Added 34.63%
$17B
$843,000 0.06% of portfolio
2,074
Q2 2025 Added 39.85%
$152B
$822,000 0.06% of portfolio
3,707
Q2 2025 Added 8.36%
$227B
$927,000 0.06% of portfolio
2,907
Q2 2025 Added 27.89%
$21.5B
$815,000 0.06% of portfolio
2,597
Q2 2025 Added 71.76%
$150B
$913,000 0.06% of portfolio
4,626
Q2 2025 Added 12.36%
$119B
$862,000 0.06% of portfolio
3,622
Q2 2025 Added 10.06%
$157B
$844,000 0.06% of portfolio
2,183
Q2 2025 Added 25.24%
$367B
$925,000 0.06% of portfolio
6,788
Q2 2025 Added 25.4%
$250B
$814,000 0.06% of portfolio
5,782
Q2 2025 Added 16.46%
$314B
$829,000 0.06% of portfolio
3,482
Q2 2025 Added 4.63%
$179B
$803,000 0.06% of portfolio
8,809
Q2 2025 Added 67.22%
$94.4B
$909,000 0.06% of portfolio
12,803
Q2 2025 Reduced 0.48%
$113B
$725,000 0.05% of portfolio
1,567
Q2 2025 Added 7.11%
$282B
$722,000 0.05% of portfolio
5,093
Q2 2025 Added 18.69%
$99B
$693,000 0.05% of portfolio
14,983
Q2 2025 Added 10.36%
$85.6B
$789,000 0.05% of portfolio
2,389
Q2 2025 Added 3.06%
$201B
$685,000 0.05% of portfolio
870
Q2 2025 Added 43.56%
$8.63B
$705,000 0.05% of portfolio
4,049
Q2 2025 Reduced 0.39%
$120B
$752,000 0.05% of portfolio
8,381
Q2 2025 Reduced 7.79%
$66.5B
$739,000 0.05% of portfolio
7,491
Q2 2025 Added 14.17%
$323B
$661,000 0.05% of portfolio
2,176
Q2 2025 Added 35.75%
$15.3B
$706,000 0.05% of portfolio
5,838
Q2 2025 Added 1.3%
$52.5B
$781,000 0.05% of portfolio
3,818
Q2 2025 Added 28.68%
$56.3B
$683,000 0.05% of portfolio
2,086
Q2 2025 Added 0.19%
$112B
$723,000 0.05% of portfolio
10,481
Q2 2025 Reduced 23.74%
$86.8B
$704,000 0.05% of portfolio
4,964
Q2 2025 Added 2.03%
$142B
$602,000 0.04% of portfolio
1,523
Q2 2025 Added 16.97%
$139B
$575,000 0.04% of portfolio
4,672
Q2 2025 Added 2.86%

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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