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 Market Cap. of $10 Billions to $200 Billions
