Angeles Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Angeles Wealth Management, Llc disclosed 582 stock positions valued at approximately $2.27B as of quarter-end September 30, 2026. The largest holdings include VANGUARD WORLD FD, VANGUARD INTL EQUITY INDEX F, and VANGUARD STAR FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 582
- Portfolio Value
- $2.27B
Holdings by Sector
Angeles Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MGK | Other | 11.89% | 2,912,914 | +43,353 | +1.51% | $269,899,216 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 10.94% | 1,573,786 | +58,624 | +3.87% | $248,444,634 |
| VANGUARD STAR FDS | VXUS | Other | 6.72% | 1,794,001 | +73,223 | +4.26% | $152,432,826 |
| SPDR SERIES TRUST | SPYV | Other | 6.54% | 2,427,158 | +116,047 | +5.02% | $148,391,925 |
| VANGUARD INDEX FDS | VOO | Other | 5.27% | 170,667 | +3,260 | +1.95% | $119,623,190 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.01% | 2,533,255 | +107,411 | +4.43% | $91,027,842 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 3.27% | 854,809 | +37,538 | +4.59% | $74,203,684 |
| ISHARES TR | SUB | Other | 3.15% | 683,248 | +654,504 | +2277.01% | $71,426,750 |
| APPLE INC | AAPL | Technology | 2.75% | 187,728 | -5,869 | -3.03% | $62,517,440 |
| VANGUARD INDEX FDS | VTV | Other | 2.36% | 247,790 | -1,158 | -0.47% | $53,542,434 |
| MICROSOFT CORP | MSFT | Technology | 2.28% | 101,025 | -2,031 | -1.97% | $51,815,614 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.13% | 498,621 | -107,904 | -17.79% | $48,315,427 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.81% | 712,072 | +710,804 | +56057.10% | $40,986,816 |
| NVIDIA CORPORATION | NVDA | Technology | 1.75% | 173,785 | -3,270 | -1.85% | $39,731,085 |
| ISHARES INC | EWJ | Other | 1.61% | 374,300 | +13,580 | +3.76% | $36,482,052 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.23% | 112,419 | -6,105 | -5.15% | $28,009,194 |
| SPDR SERIES TRUST | SJNK | Other | 1.18% | 1,102,292 | -4,684 | -0.42% | $26,730,637 |
| ALPHABET INC | GOOGL | Communication Services | 1.04% | 68,644 | -3,901 | -5.38% | $23,618,934 |
| ISHARES INC | URTH | Other | 1.02% | 112,537 | -25 | -0.02% | $23,208,506 |
| ALPHABET INC | GOOG | Communication Services | 0.87% | 57,799 | -341 | -0.59% | $19,694,561 |
| VANGUARD INDEX FDS | VTI | Other | 0.85% | 51,363 | -1,037 | -1.98% | $19,222,182 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.84% | 122,945 | - | - | $19,080,992 |
| ISHARES TR | IXUS | Other | 0.75% | 178,523 | +165 | +0.09% | $16,957,900 |
| BROADCOM INC | AVGO | Technology | 0.67% | 43,620 | -1,329 | -2.96% | $15,318,908 |
| VANGUARD INDEX FDS | VUG | Other | 0.62% | 155,516 | -633 | -0.41% | $14,013,547 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.57% | 26,089 | -593 | -2.22% | $12,991,018 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.54% | 36,837 | -1,252 | -3.29% | $12,186,883 |
| VISA INC | V | Financial Services | 0.49% | 31,048 | -257 | -0.82% | $11,156,549 |
| ISHARES TR | EFA | Other | 0.47% | 102,662 | +1,937 | +1.92% | $10,665,555 |
| ISHARES TR | MUB | Other | 0.47% | 104,905 | -673,785 | -86.53% | $10,605,889 |
Showing 30 of 582 holdings in the latest reporting period.
Angeles Wealth Management, Llc Options Holdings in Q3 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.