Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025

Angeles Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.62 Billion distributed in 408 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 $233M, Vanguard Total World Stk Index with a value of $187M, Spdr Portfolio S&P 500 Value E with a value of $104M, Vanguard Star Fd Vanguard Tota with a value of $94.5M, and Vanguard Index Fds S&P 500 ETF with a value of $85.4M.

Examining the 13F form we can see an increase of $171M in the current position value, from $1.45B to 1.62B.

Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.62 Billion
ETFs: $1.19 Billion
Technology: $157 Million
Financial Services: $92.9 Million
Consumer Cyclical: $50 Million
Communication Services: $35.5 Million
Healthcare: $34.5 Million
Industrials: $25.7 Million
Consumer Defensive: $20.4 Million
Other: $19.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$235B
$2.8 Million 0.17% of portfolio
33,347
Q3 2025 Added 7.81%
$61.4B
$2.8 Million 0.17% of portfolio
6,762
Q3 2025 Reduced 0.01%
$182B
$2.78 Million 0.17% of portfolio
4,069
Q3 2025 Added 367.7%
$490B
$2.59 Million 0.16% of portfolio
22,949
Q3 2025 Reduced 12.4%
$0
$2.58 Million 0.16% of portfolio
100,227
Q2 2025 Added 1,895.36%
$82.8B
$2.3 Million 0.14% of portfolio
7,972
Q3 2025 Added 233.7%
$65.7B
$2.27 Million 0.14% of portfolio
28,388
Q3 2025 Reduced 3.87%
$222B
$2.33 Million 0.14% of portfolio
4,808
Q3 2025 Added 32.78%
$413B
$2.09 Million 0.13% of portfolio
40,530
Q3 2025 Added 1.0%
$98.1B
$2.18 Million 0.13% of portfolio
12,774
Q3 2025 Added 0.75%
$181B
$2.08 Million 0.13% of portfolio
21,269
Q3 2025 Added 140.93%
$1.24B
$2 Million 0.12% of portfolio
70,904
Q3 2025 Reduced 0.1%
$44.9B
$1.99 Million 0.12% of portfolio
61,728
Q3 2025 Reduced 0.56%
$102B
$1.89 Million 0.12% of portfolio
13,212
Q3 2025 Reduced 0.05%
$193B
$1.97 Million 0.12% of portfolio
4,396
Q3 2025 Reduced 6.25%
$204B
$2.02 Million 0.12% of portfolio
14,364
Q3 2025 Added 13.24%
$87.8B
$1.91 Million 0.12% of portfolio
4,007
Q3 2025 Reduced 1.67%
$187B
$1.86 Million 0.11% of portfolio
11,196
Q3 2025 Added 9.22%
$0
$1.77 Million 0.11% of portfolio
67,485
Q2 2025 Reduced 5.43%
$593B
$1.75 Million 0.11% of portfolio
6,239
Q3 2025 Added 5.89%
$0
$1.77 Million 0.11% of portfolio
75,820
Q2 2025 New
$19B
$1.81 Million 0.11% of portfolio
8,833
Q3 2025 Reduced 3.43%
$169B
$1.57 Million 0.1% of portfolio
1,710
Q3 2025 Reduced 2.01%
$258B
$1.56 Million 0.1% of portfolio
9,320
Q3 2025 Added 0.65%
$279B
$1.66 Million 0.1% of portfolio
16,090
Q3 2025 Added 2.07%
$0
$1.56 Million 0.1% of portfolio
8,563
Q3 2025 Reduced 0.1%
$0
$1.63 Million 0.1% of portfolio
16,217
Q3 2025 Added 239.69%
$11.6B
$1.62 Million 0.1% of portfolio
4,813
Q2 2025 Reduced 0.06%
$303B
$1.68 Million 0.1% of portfolio
10,818
Q3 2025 Added 12.72%
$51.1B
$1.67 Million 0.1% of portfolio
18,648
Q2 2025 New
$0
$1.49 Million 0.09% of portfolio
14,292
Q3 2024 Added 94.34%
$136B
$1.51 Million 0.09% of portfolio
6,390
Q3 2025 Reduced 1.83%
$3.47B
$1.51 Million 0.09% of portfolio
82,539
Q3 2025 Added 31.04%
$0
$1.46 Million 0.09% of portfolio
22,382
Q3 2025 Reduced 2.93%
$228B
$1.44 Million 0.09% of portfolio
10,781
Q3 2025 Reduced 0.18%
$342B
$1.29 Million 0.08% of portfolio
7,094
Q3 2025 Added 4.51%
$3.73B
$1.31 Million 0.08% of portfolio
22,450
Q3 2025 Reduced 5.07%
$319B
$1.34 Million 0.08% of portfolio
19,586
Q3 2025 Reduced 1.26%
$237B
$1.22 Million 0.08% of portfolio
7,538
Q3 2025 Reduced 0.82%
$170B
$1.26 Million 0.08% of portfolio
8,731
Q3 2025 Added 1.94%
$0
$1.34 Million 0.08% of portfolio
6,564
Q3 2025 Added 9.69%
$52.1B
$1.33 Million 0.08% of portfolio
111,597
Q3 2025 Added 1.18%
$191B
$1.29 Million 0.08% of portfolio
239
Q3 2025 Added 0.42%
$237B
$1.16 Million 0.07% of portfolio
4,880
Q3 2025 Reduced 9.01%
$66.3B
$1.12 Million 0.07% of portfolio
4,862
Q3 2025 Reduced 0.92%
$597M
$1.14 Million 0.07% of portfolio
46,774
Q3 2025 Reduced 1.92%
$63.4B
$1.06 Million 0.07% of portfolio
2,313
Q3 2025 Reduced 2.69%
$266B
$1.08 Million 0.07% of portfolio
3,811
Q3 2025 Added 0.53%
$85.9B
$1.15 Million 0.07% of portfolio
5,221
Q3 2025 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 408
  • Current Value $1.62 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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