Angeles Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Angeles Wealth Management, Llc disclosed 620 stock positions valued at approximately $2.19B as of quarter-end June 30, 2026. The largest holdings include VANGUARD WORLD FD, VANGUARD INTL EQUITY INDEX F, and VANGUARD STAR FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 620
- Portfolio Value
- $2.19B
Holdings by Sector
Angeles Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MGK | Other | 11.53% | 2,869,561 | +2,298,377 | +402.39% | $252,281,044 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 10.87% | 1,515,162 | +42,424 | +2.88% | $237,826,475 |
| VANGUARD STAR FDS | VXUS | Other | 6.73% | 1,720,778 | +77,535 | +4.72% | $147,123,186 |
| SPDR SERIES TRUST | SPYV | Other | 6.42% | 2,311,111 | +113,074 | +5.14% | $140,511,398 |
| VANGUARD INDEX FDS | VOO | Other | 5.26% | 167,407 | +3,133 | +1.91% | $114,985,842 |
| ISHARES TR | MUB | Other | 3.83% | 778,690 | +11,155 | +1.45% | $83,802,608 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.75% | 2,425,844 | +66,108 | +2.80% | $82,098,542 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 3.31% | 817,271 | +36,889 | +4.73% | $72,367,058 |
| APPLE INC | AAPL | Technology | 2.56% | 193,597 | +11,237 | +6.16% | $56,019,278 |
| VANGUARD INDEX FDS | VTV | Other | 2.48% | 248,948 | +482 | +0.19% | $54,253,181 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.16% | 606,525 | +551,277 | +997.82% | $47,161,565 |
| MICROSOFT CORP | MSFT | Technology | 1.76% | 103,056 | +5,991 | +6.17% | $38,441,909 |
| NVIDIA CORPORATION | NVDA | Technology | 1.62% | 177,055 | +7,515 | +4.43% | $35,426,951 |
| ISHARES INC | EWJ | Other | 1.54% | 360,720 | +19,065 | +5.58% | $33,647,218 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.29% | 118,524 | +18,648 | +18.67% | $28,249,010 |
| SPDR SERIES TRUST | SJNK | Other | 1.27% | 1,106,976 | +18,620 | +1.71% | $27,707,607 |
| ALPHABET INC | GOOGL | Communication Services | 1.19% | 72,545 | +9,266 | +14.64% | $25,925,298 |
| ISHARES INC | URTH | Other | 1.04% | 112,562 | -5,139 | -4.37% | $22,809,564 |
| ALPHABET INC | GOOG | Communication Services | 0.94% | 58,140 | +5,430 | +10.30% | $20,542,646 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.89% | 122,945 | -179 | -0.15% | $19,428,925 |
| VANGUARD INDEX FDS | VTI | Other | 0.89% | 52,400 | +295 | +0.57% | $19,390,000 |
| ISHARES TR | IXUS | Other | 0.78% | 178,358 | -151 | -0.08% | $17,022,488 |
| BROADCOM INC | AVGO | Technology | 0.78% | 44,949 | +2,065 | +4.82% | $16,979,485 |
| VANGUARD INDEX FDS | VUG | Other | 0.61% | 156,149 | +130,266 | +503.29% | $13,450,675 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 26,682 | +1,823 | +7.33% | $13,351,406 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.57% | 38,089 | +2,371 | +6.64% | $12,467,770 |
| VISA INC | V | Financial Services | 0.49% | 31,305 | +3,929 | +14.35% | $10,740,495 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.49% | 11,469 | +684 | +6.34% | $10,728,550 |
| ISHARES TR | EFA | Other | 0.48% | 100,725 | +31,042 | +44.55% | $10,463,313 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.45% | 8,574 | +1,228 | +16.72% | $9,897,067 |
Showing 30 of 620 holdings in the latest reporting period.
Angeles Wealth Management, Llc Options Holdings in Q2 2026