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.
Stock Holdings Table Market Cap. of Under $50 Millions
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