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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$213B
$2.45 Million 0.17% of portfolio
30,932
Q2 2025 Reduced 5.8%
$0
$2.39 Million 0.16% of portfolio
100,227
Q2 2025 Added 1,895.36%
$485B
$2.3 Million 0.16% of portfolio
15,076
Q2 2025 Reduced 8.03%
$1.08B
$2.14 Million 0.15% of portfolio
70,977
Q2 2025 Added 33.52%
$0
$2.11 Million 0.15% of portfolio
3,399
Q2 2025 Reduced 11.35%
$87.3B
$2.04 Million 0.14% of portfolio
4,075
Q2 2025 Added 5.16%
$20.8B
$2.04 Million 0.14% of portfolio
9,147
Q2 2025 Added 13.14%
$414B
$1.9 Million 0.13% of portfolio
40,127
Q2 2025 Added 2.66%
$51.3B
$1.86 Million 0.13% of portfolio
62,076
Q2 2025 Added 12.71%
$121B
$1.9 Million 0.13% of portfolio
12,679
Q2 2025 Added 7.28%
$186B
$1.79 Million 0.12% of portfolio
1,745
Q2 2025 Added 27.28%
$0
$1.68 Million 0.12% of portfolio
75,820
Q2 2025 New
$193B
$1.67 Million 0.12% of portfolio
12,685
Q2 2025 Reduced 13.95%
$280B
$1.54 Million 0.11% of portfolio
15,763
Q2 2025 Added 14.67%
$0
$1.56 Million 0.11% of portfolio
8,572
Q2 2025 Reduced 2.89%
$0
$1.66 Million 0.11% of portfolio
67,485
Q2 2025 Reduced 5.43%
$187B
$1.63 Million 0.11% of portfolio
10,251
Q2 2025 Reduced 6.2%
$190B
$1.47 Million 0.1% of portfolio
3,621
Q2 2025 Reduced 6.24%
$145B
$1.5 Million 0.1% of portfolio
6,509
Q2 2025 Reduced 2.12%
$235B
$1.47 Million 0.1% of portfolio
10,800
Q2 2025 Added 8.01%
$237B
$1.46 Million 0.1% of portfolio
5,363
Q2 2025 Added 29.92%
$0
$1.43 Million 0.1% of portfolio
23,058
Q2 2025 Added 858.75%
$214B
$1.38 Million 0.1% of portfolio
238
Q2 2025 Added 11.21%
$251B
$1.38 Million 0.1% of portfolio
7,600
Q2 2025 Added 12.58%
$120B
$1.24 Million 0.09% of portfolio
13,219
Q2 2025 Added 2.75%
$0
$1.25 Million 0.09% of portfolio
29,648
Q2 2025 Reduced 13.56%
$304B
$1.37 Million 0.09% of portfolio
9,597
Q2 2025 Reduced 6.58%
$209B
$1.27 Million 0.09% of portfolio
10,257
Q2 2025 Added 4.31%
$1.03B
$1.24 Million 0.09% of portfolio
47,688
Q2 2025 Reduced 1.77%
$0
$1.36 Million 0.09% of portfolio
14,292
Q3 2024 Added 94.34%
$1.45T
$1.25 Million 0.09% of portfolio
5,541
Q2 2025 Added 31.55%
$281B
$1.38 Million 0.09% of portfolio
19,835
Q2 2025 Added 0.73%
$246B
$1.35 Million 0.09% of portfolio
9,260
Q2 2025 Added 1.24%
$758B
$1.29 Million 0.09% of portfolio
5,892
Q2 2025 Added 7.42%
$13.2B
$1.3 Million 0.09% of portfolio
4,813
Q2 2025 Reduced 0.06%
$144B
$1.16 Million 0.08% of portfolio
4,349
Q2 2025 Added 6.62%
$72.5B
$1.21 Million 0.08% of portfolio
4,907
Q2 2025 Added 0.72%
$0
$1.22 Million 0.08% of portfolio
24,583
Q2 2025 Added 936.82%
$0
$1.21 Million 0.08% of portfolio
30,072
Q2 2025 New
$47.2B
$1.2 Million 0.08% of portfolio
110,295
Q2 2025 Added 0.73%
$253B
$1.12 Million 0.08% of portfolio
3,791
Q2 2025 Added 7.15%
$3.54B
$1.22 Million 0.08% of portfolio
62,989
Q3 2024 Added 58.87%
$224B
$1.13 Million 0.08% of portfolio
3,857
Q2 2025 Added 7.74%
$90.6B
$1.21 Million 0.08% of portfolio
5,292
Q2 2025 Added 35.24%
$0
$1.16 Million 0.08% of portfolio
5,984
Q2 2025 New
$329B
$945,000 0.07% of portfolio
3,672
Q2 2025 Added 9.55%
$0
$1.07 Million 0.07% of portfolio
1,940
Q2 2025 Added 22.47%
$3.37B
$961,000 0.07% of portfolio
23,650
Q2 2025 Reduced 48.23%
$155B
$1.06 Million 0.07% of portfolio
3,536
Q2 2025 Added 6.31%

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
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