Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.2 Billion
  • Q1 2025

Angeles Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 367 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 $165M, Vanguard Total World Stk Index with a value of $149M, Spdr Portfolio S&P 500 Value E with a value of $97.9M, Vanguard Index Fds S&P 500 ETF with a value of $73.5M, and Vanguard Star Fd Vanguard Tota with a value of $73.1M.

Examining the 13F form we can see an decrease of $9.47M in the current position value, from $1.21B to 1.2B.

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

Portfolio value $1.2 Billion
ETFs: $882 Million
Technology: $95.5 Million
Financial Services: $73.1 Million
Consumer Cyclical: $37 Million
Healthcare: $31.5 Million
Communication Services: $22.3 Million
Consumer Defensive: $19.6 Million
Industrials: $18.1 Million
Other: $19.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.15 Million 0.18% of portfolio
3,834
Q1 2025 Added 0.03%
$173B
$2.11 Million 0.18% of portfolio
4,253
Q1 2025 Added 1.33%
$199B
$2.21 Million 0.18% of portfolio
14,741
Q1 2025 Added 5.29%
$2.88B
$1.87 Million 0.16% of portfolio
45,679
Q1 2025 Added 99.69%
$186B
$1.92 Million 0.16% of portfolio
3,862
Q1 2025 Reduced 2.05%
$94B
$1.8 Million 0.15% of portfolio
3,875
Q1 2025 Reduced 0.84%
$305B
$1.72 Million 0.14% of portfolio
10,273
Q1 2025 Added 4.6%
$0
$1.68 Million 0.14% of portfolio
71,358
Q1 2025 Added 0.3%
$178B
$1.68 Million 0.14% of portfolio
10,929
Q1 2025 Added 1.24%
$22.6B
$1.66 Million 0.14% of portfolio
8,085
Q1 2025 Reduced 0.28%
$388B
$1.63 Million 0.14% of portfolio
39,087
Q1 2025 Reduced 0.67%
$126B
$1.65 Million 0.14% of portfolio
11,819
Q1 2025 Added 0.65%
$136B
$1.57 Million 0.13% of portfolio
6,650
Q1 2025 Added 1.7%
$0
$1.61 Million 0.13% of portfolio
8,827
Q1 2025 Added 0.01%
$0
$1.41 Million 0.12% of portfolio
34,298
Q1 2025 Reduced 33.43%
$58.2B
$1.42 Million 0.12% of portfolio
5,581
Q1 2025 Added 0.05%
$3.9B
$1.35 Million 0.11% of portfolio
62,989
Q3 2024 Added 58.87%
$261B
$1.32 Million 0.11% of portfolio
2,522
Q1 2025 Reduced 4.72%
$145B
$1.15 Million 0.1% of portfolio
4,079
Q1 2025 Reduced 2.39%
$280B
$1.22 Million 0.1% of portfolio
19,692
Q1 2025 Added 1.9%
$262B
$1.21 Million 0.1% of portfolio
13,747
Q1 2025 Reduced 1.45%
$77.4B
$1.18 Million 0.1% of portfolio
4,872
Q1 2025 Reduced 0.71%
$376B
$1.16 Million 0.1% of portfolio
6,794
Q1 2025 Reduced 2.33%
$0
$1.19 Million 0.1% of portfolio
12,705
Q1 2025 Reduced 2.31%
$48B
$1.21 Million 0.1% of portfolio
55,074
Q4 2024 Added 0.84%
$69.2B
$1.22 Million 0.1% of portfolio
35,861
Q1 2025 Reduced 12.21%
$228B
$1.21 Million 0.1% of portfolio
9,147
Q1 2025 Added 7.41%
$0
$1.15 Million 0.1% of portfolio
14,292
Q3 2024 Added 94.34%
$1.29B
$1.13 Million 0.09% of portfolio
48,546
Q1 2025 Reduced 14.05%
$177B
$1.04 Million 0.09% of portfolio
3,326
Q1 2025 Added 6.09%
$250B
$1.07 Million 0.09% of portfolio
6,751
Q1 2025 Added 3.45%
$299B
$1.09 Million 0.09% of portfolio
15,257
Q1 2025 Reduced 0.12%
$217B
$1.12 Million 0.09% of portfolio
3,580
Q1 2025 Added 1.02%
$201B
$1.09 Million 0.09% of portfolio
1,371
Q1 2025 Added 2.24%
$268B
$1.11 Million 0.09% of portfolio
4,128
Q1 2025 Added 7.56%
$44.5B
$1.1 Million 0.09% of portfolio
109,494
Q1 2025 Added 35.63%
$0
$963,000 0.08% of portfolio
13,983
Q1 2023 Reduced 9.92%
$11.8B
$961,000 0.08% of portfolio
4,816
Q3 2024 Added 0.33%
$224B
$985,000 0.08% of portfolio
214
Q1 2025 Reduced 8.15%
$122B
$954,000 0.08% of portfolio
9,089
Q1 2025 Added 1.06%
$70.9B
$1.02 Million 0.08% of portfolio
2,322
Q1 2025 Added 0.83%
$160B
$954,000 0.08% of portfolio
13,744
Q1 2025 Reduced 1.26%
$222B
$970,000 0.08% of portfolio
9,833
Q1 2025 Reduced 1.92%
$94.7B
$905,000 0.08% of portfolio
3,913
Q1 2025 Added 1.29%
$140B
$797,000 0.07% of portfolio
3,421
Q1 2025 Reduced 3.03%
$308B
$887,000 0.07% of portfolio
3,328
Q1 2025 Added 1.25%
$0
$834,000 0.07% of portfolio
4,181
Q2 2024 Added 19.22%
$147B
$869,000 0.07% of portfolio
7,141
Q1 2025 Added 0.48%
$0
$821,000 0.07% of portfolio
8,850
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $1.2 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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