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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$211 Million 14.54% of portfolio	575,440	Q2 2025 Added 7.67%
VT Vanguard Total World Stk Index ETFs	$0	$170 Million 11.74% of portfolio	1,324,258	Q2 2025 Added 2.95%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$93.3 Million 6.44% of portfolio	1,782,982	Q2 2025 Reduced 7.03%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$85.8 Million 5.92% of portfolio	1,242,288	Q2 2025 Added 5.52%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$78.7 Million 5.43% of portfolio	138,473	Q2 2025 Reduced 3.19%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$61 Million 4.21% of portfolio	2,087,707	Q2 2025 Reduced 21.69%
MUB Ishares National Muni Bond ETF ETFs	$0	$60.7 Million 4.19% of portfolio	581,118	Q2 2025 Added 168.28%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$51 Million 3.52% of portfolio	657,746	Q2 2025 Added 48.0%
VTV Vanguard Value ETF ETFs	$0	$47.4 Million 3.27% of portfolio	268,039	Q2 2025 Added 46.55%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$27 Million 1.86% of portfolio	43,645	Q2 2025 Reduced 0.63%
EWJ Ishares Msci Japan ETF ETFs	$0	$22 Million 1.52% of portfolio	294,091	Q2 2025 Added 4.69%
URTH Ishares Msci World ETF ETFs	$0	$20.2 Million 1.39% of portfolio	119,304	Q2 2025 Added 5.68%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$19.9 Million 1.37% of portfolio	781,264	Q2 2025 Added 0.7%
VTI Vanguard Total Stock Market Et ETFs	$0	$16.6 Million 1.15% of portfolio	54,635	Q2 2025 Added 22.74%
IXUS Ishares Tr ETFs	$0	$14.6 Million 1.0% of portfolio	188,232	Q2 2025 Reduced 1.9%
VUG Vanguard Growth ETF ETFs	$0	$11.6 Million 0.8% of portfolio	26,507	Q2 2025 Added 33.6%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$6.49 Million 0.45% of portfolio	310,467	Q2 2025 Reduced 1.85%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$6.33 Million 0.44% of portfolio	206,216	Q2 2025 Added 0.76%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$5.5 Million 0.38% of portfolio	66,354	Q2 2025 Added 0.09%
SUB Ishares Short Term National Mu ETFs	$0	$5.43 Million 0.37% of portfolio	51,101	Q2 2025 Added 80.73%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$4.43 Million 0.31% of portfolio	43,607	Q2 2025 Reduced 9.65%
VEA Vanguard Ftse Developed Market ETFs	$0	$4.23 Million 0.29% of portfolio	74,244	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$4.1 Million 0.28% of portfolio	9,666	Q2 2025 Added 7.09%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$2.39 Million 0.16% of portfolio	100,227	Q2 2025 Added 1,895.36%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.11 Million 0.15% of portfolio	3,399	Q2 2025 Reduced 11.35%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.68 Million 0.12% of portfolio	75,820	Q2 2025 New
VIG Vanguard Dividend Appreciation ETFs	$0	$1.56 Million 0.11% of portfolio	8,572	Q2 2025 Reduced 2.89%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.66 Million 0.11% of portfolio	67,485	Q2 2025 Reduced 5.43%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.43 Million 0.1% of portfolio	23,058	Q2 2025 Added 858.75%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$1.25 Million 0.09% of portfolio	29,648	Q2 2025 Reduced 13.56%
SPYG Spdr Portfolio ETFs	$0	$1.36 Million 0.09% of portfolio	14,292	Q3 2024 Added 94.34%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.22 Million 0.08% of portfolio	24,583	Q2 2025 Added 936.82%
FRDM Ea Ser Tr Freedom 100 Emerging ETFs	$0	$1.21 Million 0.08% of portfolio	30,072	Q2 2025 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.16 Million 0.08% of portfolio	5,984	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.07 Million 0.07% of portfolio	1,940	Q2 2025 Added 22.47%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$974,000 0.07% of portfolio	8,850	Q3 2024 New
IDEV Ishares Core Msci Intl Develop ETFs	$0	$1.06 Million 0.07% of portfolio	13,983	Q1 2023 Reduced 9.92%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.06 Million 0.07% of portfolio	7,959	Q2 2025 Added 39.34%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$829,000 0.06% of portfolio	19,400	Q2 2025 New
IWM Ishares Russell 2000 ETF ETFs	$0	$875,000 0.06% of portfolio	4,059	Q2 2025 Reduced 2.92%
IAU Ishares Gold Trust ETFs	$53.5B	$810,000 0.06% of portfolio	13,000	Q1 2025 Reduced 0.86%
IEMG Ishares Inc ETFs	$0	$906,000 0.06% of portfolio	16,902	Q2 2025 Added 689.81%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$730,000 0.05% of portfolio	6,684	Q2 2025 Added 347.09%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$671,000 0.05% of portfolio	7,299	Q3 2023 Added 62.42%
VO Vanguard Mid Cap ETF ETFs	$0	$685,000 0.05% of portfolio	2,450	Q2 2025 Added 1,403.07%
XLE Energy Sector Spdr ETFs	$0	$791,000 0.05% of portfolio	9,334	Q2 2025 Reduced 26.53%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$720,000 0.05% of portfolio	2,601	Q2 2025 Added 228.41%
AVUS American Centy ETF Tr Avantis ETFs	$0	$733,000 0.05% of portfolio	7,271	Q1 2025 Reduced 37.25%
VB Vanguard Small Cap ETF ETFs	$0	$559,000 0.04% of portfolio	2,361	Q2 2025 Added 81.9%
GLD Spdr Gold Trust ETFs	$106B	$652,000 0.04% of portfolio	2,140	Q2 2025 Added 30.49%

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

Track This Portfolio

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.

Account

Angeles Wealth Management, LLC Portfolio Holdings