Angeles Wealth Management, Llc Portfolio Stock Holdings
Angeles Wealth Management, Llc disclosed 524 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, VANGUARD INTL EQUITY INDEX F, and VANGUARD STAR FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 524
- Portfolio Value
- $1.8B
Holdings by Sector
Angeles Wealth Management, Llc Portfolio Holdings in Q1 2026
512 holdings in the latest reporting period.
Page 1 of 6
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MGK | Other | 11.42% | 571,184 | -18,272 | -3.10% | $209,875,830 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 11.08% | 1,472,738 | +43,807 | +3.07% | $203,709,157 |
| VANGUARD STAR FDS | VXUS | Other | 6.89% | 1,643,243 | +250,388 | +17.98% | $126,710,494 |
| SPDR SERIES TRUST | SPYV | Other | 6.77% | 2,198,037 | +125,407 | +6.05% | $124,364,934 |
| VANGUARD INDEX FDS | VOO | Other | 5.34% | 164,274 | +1,586 | +0.97% | $98,162,213 |
| ISHARES TR | MUB | Other | 4.43% | 767,535 | +64,588 | +9.19% | $81,473,798 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.74% | 2,359,736 | +22,911 | +0.98% | $68,739,107 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 3.50% | 780,382 | +43,000 | +5.83% | $64,326,920 |
| VANGUARD INDEX FDS | VTV | Other | 2.65% | 248,466 | -5,665 | -2.23% | $48,749,056 |
| APPLE INC | AAPL | Technology | 2.52% | 182,360 | +14,521 | +8.65% | $46,281,072 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.96% | 55,248 | +35 | +0.06% | $36,029,461 |
| MICROSOFT CORP | MSFT | Technology | 1.95% | 97,065 | -1,107 | -1.13% | $35,930,626 |
| NVIDIA CORPORATION | NVDA | Technology | 1.61% | 169,540 | +20,611 | +13.84% | $29,569,373 |
| ISHARES INC | EWJ | Other | 1.57% | 341,655 | +14,910 | +4.56% | $28,849,362 |
| SPDR SERIES TRUST | SJNK | Other | 1.48% | 1,088,356 | +71,186 | +7.00% | $27,187,141 |
| ISHARES INC | URTH | Other | 1.15% | 117,701 | -4,685 | -3.83% | $21,188,534 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.13% | 99,876 | +20,095 | +25.19% | $20,801,175 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.99% | 123,124 | - | - | $18,234,596 |
| ALPHABET INC | GOOGL | Communication Services | 0.99% | 63,279 | +14,621 | +30.05% | $18,196,633 |
| VANGUARD INDEX FDS | VTI | Other | 0.91% | 52,105 | -4,201 | -7.46% | $16,715,928 |
| ISHARES TR | IXUS | Other | 0.84% | 178,509 | -3,976 | -2.18% | $15,466,020 |
| ALPHABET INC | GOOG | Communication Services | 0.82% | 52,710 | +3,960 | +8.12% | $15,120,280 |
| BROADCOM INC | AVGO | Technology | 0.72% | 42,884 | +3,607 | +9.18% | $13,273,027 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.65% | 24,859 | +2,452 | +10.94% | $11,912,404 |
| VANGUARD INDEX FDS | VUG | Other | 0.62% | 25,883 | -52 | -0.20% | $11,305,518 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.58% | 10,785 | +644 | +6.35% | $10,746,119 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.57% | 35,718 | +1,778 | +5.24% | $10,506,894 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.49% | 445,052 | +35,072 | +8.55% | $9,083,508 |
| ISHARES TR | PFF | Other | 0.47% | 285,545 | +23,002 | +8.76% | $8,657,720 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 14,468 | +1,470 | +11.31% | $8,277,492 |
| VISA INC | V | Financial Services | 0.45% | 27,376 | +1,583 | +6.14% | $8,274,039 |
| ISHARES TR | SHY | Other | 0.43% | 94,954 | -14,672 | -13.38% | $7,840,328 |
| ISHARES TR | IDV | Other | 0.42% | 182,000 | - | - | $7,745,920 |
| ISHARES TR | TLH | Other | 0.39% | 70,782 | +5,376 | +8.22% | $7,129,179 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 7,458 | +732 | +10.88% | $6,859,648 |
| ISHARES TR | EFA | Other | 0.37% | 69,683 | +111 | +0.16% | $6,768,310 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 17,377 | +5,816 | +50.31% | $6,459,900 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.30% | 85,156 | +3,913 | +4.82% | $5,456,789 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.29% | 15,942 | -578 | -3.50% | $5,402,131 |
| EXXON MOBIL CORP | XOM | Energy | 0.29% | 31,530 | +2,754 | +9.57% | $5,349,319 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 20,301 | +1,310 | +6.90% | $4,962,307 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 37,583 | +3,138 | +9.11% | $4,552,654 |
| ABBVIE INC | ABBV | Healthcare | 0.25% | 20,775 | +412 | +2.02% | $4,518,298 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.24% | 8,718 | +866 | +11.03% | $4,356,040 |
| PLAINS ALL AMERN PIPELINE L | PAA | Energy | 0.23% | 192,807 | +192,807 | +100.00% | $4,305,380 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 12,866 | -687 | -5.07% | $4,231,499 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.23% | 44,000 | - | - | $4,146,560 |
| WELLS FARGO & CO | WFC | Financial Services | 0.22% | 50,683 | +2,116 | +4.36% | $4,034,874 |
| SPDR GOLD TR | GLD | Other | 0.22% | 9,320 | +7,137 | +326.94% | $4,010,088 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.21% | 12,152 | +46 | +0.38% | $3,895,324 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.21% | 30,321 | +219 | +0.73% | $3,804,073 |
| GE AEROSPACE | GE | Industrials | 0.20% | 13,209 | +1,487 | +12.69% | $3,754,628 |
| QUANTA SVCS INC | PWR | Industrials | 0.20% | 6,812 | -79 | -1.15% | $3,739,924 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.20% | 68,488 | +161 | +0.24% | $3,701,754 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.20% | 5 | - | - | $3,590,700 |
| CHEVRON CORPORATION | CVX | Energy | 0.18% | 15,785 | +2,694 | +20.58% | $3,265,917 |
| WALMART INC | WMT | Consumer Defensive | 0.17% | 24,725 | +2,926 | +13.42% | $3,078,529 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 19,367 | +511 | +2.71% | $3,007,501 |
| GE VERNOVA INC | GEV | Utilities | 0.16% | 3,384 | +236 | +7.50% | $2,955,573 |
| NETFLIX INC. | NFLX | Communication Services | 0.15% | 28,897 | +2,282 | +8.57% | $2,778,447 |
| CINTAS CORP | CTAS | Industrials | 0.15% | 16,402 | +249 | +1.54% | $2,774,234 |
| ISHARES TR | IWF | Other | 0.15% | 6,487 | -575 | -8.14% | $2,765,858 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.15% | 108,801 | +492 | +0.45% | $2,730,904 |
| RTX CORPORATION | RTX | Industrials | 0.14% | 13,777 | +1,092 | +8.61% | $2,657,577 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.14% | 7,346 | +885 | +13.70% | $2,482,770 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.13% | 4,914 | +37 | +0.76% | $2,417,729 |
| ISHARES TR | IVV | Other | 0.13% | 3,646 | -102 | -2.72% | $2,381,406 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.13% | 27,782 | +1,659 | +6.35% | $2,367,888 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 29,520 | +3,156 | +11.97% | $2,290,457 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.12% | 14,205 | +685 | +5.07% | $2,268,539 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 7,293 | +323 | +4.63% | $2,266,449 |
| BANK AMERICA CORP | BAC | Financial Services | 0.12% | 45,844 | +1,908 | +4.34% | $2,234,895 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.12% | 4,763 | +137 | +2.96% | $2,195,695 |
| LAM RESEARCH CORP | LRCX | Other | 0.12% | 10,158 | +2,015 | +24.75% | $2,172,400 |
| ISHARES TR | SUB | Other | 0.12% | 20,218 | -17,897 | -46.96% | $2,153,169 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 8,784 | +255 | +2.99% | $2,131,174 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 0.11% | 38,697 | +25,663 | +196.89% | $2,086,542 |
| FOX FACTORY HLDG CORP | FOXF | Consumer Cyclical | 0.11% | 120,316 | +25,682 | +27.14% | $1,980,401 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.11% | 70,728 | +3,243 | +4.81% | $1,969,775 |
| PLAINS GP HLDGS L P | PAGP | Energy | 0.11% | 80,894 | - | - | $1,964,106 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.11% | 79,348 | +2,113 | +2.74% | $1,963,863 |
| QUALCOMM INC | QCOM | Technology | 0.10% | 14,661 | +2,975 | +25.46% | $1,888,051 |
| EATON CORP PLC | ETN | Other | 0.10% | 5,188 | +720 | +16.11% | $1,855,592 |
| AVEPOINT INC | AVPT | Technology | 0.10% | 187,493 | +187,493 | +100.00% | $1,783,058 |
| MOODYS CORP | MCO | Financial Services | 0.10% | 4,007 | -27 | -0.67% | $1,748,054 |
| ISHARES TR | IVW | Other | 0.09% | 14,345 | - | - | $1,622,563 |
| APPLIED MATLS INC | AMAT | Technology | 0.09% | 4,721 | -67 | -1.40% | $1,613,591 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.09% | 9,671 | +1,127 | +13.19% | $1,612,480 |
| EA SERIES TRUST | FRDM | Other | 0.09% | 29,257 | -265 | -0.90% | $1,605,508 |
| ISHARES TR | IWM | Other | 0.09% | 6,428 | +125 | +1.98% | $1,594,144 |
| BLACKSTONE INC | BX | Financial Services | 0.08% | 13,076 | -127 | -0.96% | $1,503,609 |
| ISHARES TR | IWD | Other | 0.08% | 6,966 | +34 | +0.49% | $1,488,425 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 19,251 | +2,049 | +11.91% | $1,473,979 |
| SERVICENOW INC | NOW | Technology | 0.08% | 14,018 | +5,006 | +55.55% | $1,465,582 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.08% | 1,731 | -17 | -0.97% | $1,464,375 |
| EVERCORE INC | EVR | Financial Services | 0.08% | 4,892 | +79 | +1.64% | $1,460,311 |
| LINDE PLC | LIN | Other | 0.08% | 2,918 | +233 | +8.68% | $1,446,628 |
| CUMMINS INC | CMI | Industrials | 0.08% | 2,638 | +23 | +0.88% | $1,419,297 |
| CONOCOPHILLIPS | COP | Energy | 0.08% | 10,740 | +1,244 | +13.10% | $1,417,680 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.08% | 2,994 | +127 | +4.43% | $1,416,881 |