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
$97,000 0.01% of portfolio
972
Q1 2022 New
$0
$63,000 0.01% of portfolio
838
Q1 2025 Added 32.39%
$0
$102,000 0.01% of portfolio
1,090
Q1 2025 Reduced 50.77%
$204M
$125,000 0.01% of portfolio
18,207
Q1 2025 Added 2.3%
$16.1B
$62,000 0.01% of portfolio
20,335
Q1 2025 Reduced 6.71%
$0
$126,000 0.01% of portfolio
3,500
Q1 2025 Reduced 12.5%
$0
$95,000 0.01% of portfolio
1,913
Q4 2024 Reduced 55.65%
$0
$140,000 0.01% of portfolio
2,405
Q1 2024 Added 400.0%
$0
$107,000 0.01% of portfolio
1,420
Q1 2022 New
$0
$151,000 0.01% of portfolio
807
Q4 2024 Added 65.03%
$0
$67,000 0.01% of portfolio
524
Q4 2024 Added 2,083.33%
$0
$86,000 0.01% of portfolio
900
Q4 2024 Reduced 25.0%
$0
$86,000 0.01% of portfolio
575
Q1 2025 Reduced 6.66%
$0
$108,000 0.01% of portfolio
638
Q1 2025 Reduced 37.02%
$0
$59,000 0.0% of portfolio
300
Q4 2024 New
$0
$42,000 0.0% of portfolio
163
Q4 2023 Added 254.35%
$0
$18,000 0.0% of portfolio
305
Q1 2025 Reduced 91.64%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.59%
$0
$41,000 0.0% of portfolio
126
Q4 2023 New
$0
$21,000 0.0% of portfolio
127
Q4 2024 New
$0
$9,000 0.0% of portfolio
48
Q2 2024 Reduced 40.74%
$0
$40,000 0.0% of portfolio
1,391
Q3 2024 Reduced 52.93%
$0
$46,000 0.0% of portfolio
1,768
Q1 2025 Reduced 80.92%
$0
$5,000 0.0% of portfolio
96
Q3 2024 Reduced 82.55%
$0
$49,000 0.0% of portfolio
569
Q1 2025 Reduced 59.79%
$0
$40,000 0.0% of portfolio
275
Q4 2023 New
$0
$45,000 0.0% of portfolio
355
Q3 2024 New
$0
$55,000 0.0% of portfolio
225
Q3 2024 Added 212.5%
$0
$16,000 0.0% of portfolio
397
Q1 2025 Added 32.78%
$0
$50,000 0.0% of portfolio
246
Q4 2024 Reduced 1.99%
$0
$26,000 0.0% of portfolio
204
Q4 2024 Reduced 83.06%
$0
$38,000 0.0% of portfolio
500
Q4 2024 Reduced 64.29%
$0
$43,000 0.0% of portfolio
300
Q4 2024 Reduced 78.57%
$0
$25,000 0.0% of portfolio
84
Q4 2024 Reduced 1.18%
$0
$17,000 0.0% of portfolio
141
Q1 2024 Reduced 95.52%
$0
$13,000 0.0% of portfolio
627
Q1 2025 New
$0
$24,000 0.0% of portfolio
342
Q2 2024 Reduced 39.04%
Safehold Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.77%
$0
$4,000 0.0% of portfolio
100
Q1 2023 New
$0
$30,000 0.0% of portfolio
1,135
Q3 2024 Added 9.03%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.15%
Knife River Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.05%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.49%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.0%
Microstrategy Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$47,000 0.0% of portfolio
600
Q1 2025 Reduced 61.29%
$0
$0 0.0% of portfolio
9
Q1 2025 New
$0
$22,000 0.0% of portfolio
888
Q1 2025 New
$0
$6,000 0.0% of portfolio
100
Q4 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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