Angeles Wealth Management, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 305 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 $143M, Vanguard Total World Stk Index with a value of $127M, Spdr Portfolio S&P 500 Value E with a value of $76.6M, Vanguard Index Fds S&P 500 ETF with a value of $66.6M, and Vanguard Star Fd Vanguard Tota with a value of $63.1M.
Examining the 13F form we can see an increase of $65.5M in the current position value, from $997M to 1.06B.
Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.