Angeles Wealth Management, Llc Portfolio Stock Holdings
Angeles Wealth Management, Llc disclosed 628 stock positions valued at approximately $2.2 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 June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 628
- Portfolio Value
- $2.2B
Holdings by Sector
Angeles Wealth Management, Llc Portfolio Holdings in Q2 2026
605 holdings in the latest reporting period.
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| 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 |
| ELI LILLY & CO | LLY | Healthcare | 0.43% | 7,926 | +468 | +6.28% | $9,506,682 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.41% | 443,742 | -1,310 | -0.29% | $9,039,024 |
| ISHARES TR | PFF | Other | 0.40% | 284,867 | -678 | -0.24% | $8,685,602 |
| ISHARES TR | SHY | Other | 0.39% | 104,938 | +9,984 | +10.51% | $8,616,436 |
| TESLA INC | TSLA | Consumer Cyclical | 0.38% | 19,549 | +2,172 | +12.50% | $8,222,309 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.36% | 16,282 | +340 | +2.13% | $7,790,700 |
| ISHARES TR | IDV | Other | 0.34% | 182,000 | - | - | $7,540,260 |
| META PLATFORMS INC | META | Communication Services | 0.34% | 13,190 | -1,278 | -8.83% | $7,429,720 |
| ISHARES TR | TLH | Other | 0.32% | 70,568 | -214 | -0.30% | $7,081,515 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.31% | 95,901 | +10,745 | +12.62% | $6,832,951 |
| ABBVIE INC | ABBV | Healthcare | 0.27% | 23,439 | +2,664 | +12.82% | $5,898,228 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 20,743 | +442 | +2.18% | $5,268,006 |
| SPDR GOLD TR | GLD | Other | 0.24% | 14,217 | +4,897 | +52.54% | $5,237,258 |
| GE AEROSPACE | GE | Industrials | 0.22% | 13,096 | -113 | -0.86% | $4,894,522 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 37,088 | -495 | -1.32% | $4,797,136 |
| QUANTA SVCS INC | PWR | Industrials | 0.21% | 6,464 | -348 | -5.11% | $4,654,339 |
| LAM RESEARCH CORP | LRCX | Other | 0.21% | 10,468 | +310 | +3.05% | $4,538,821 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.21% | 7,735 | +1,118 | +16.90% | $4,493,339 |
| PLAINS ALL AMERN PIPELINE L | PAA | Energy | 0.20% | 200,924 | +8,117 | +4.21% | $4,472,568 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 8,689 | -29 | -0.33% | $4,462,437 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 12,599 | -267 | -2.08% | $4,443,415 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.20% | 12,776 | +624 | +5.13% | $4,399,032 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.20% | 72,572 | +4,084 | +5.96% | $4,331,833 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 31,610 | +80 | +0.25% | $4,321,670 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.20% | 44,000 | - | - | $4,320,800 |
| APPLIED MATLS INC | AMAT | Technology | 0.19% | 5,881 | +1,160 | +24.57% | $4,251,963 |
| GE VERNOVA INC | GEV | Utilities | 0.19% | 3,573 | +189 | +5.59% | $4,199,561 |
| WELLS FARGO & CO | WFC | Financial Services | 0.19% | 50,781 | +98 | +0.19% | $4,196,542 |
| INVESCO QQQ TR | QQQ | Other | 0.19% | 5,512 | +3,375 | +157.93% | $4,063,740 |
| CISCO SYS INC | CSCO | Technology | 0.17% | 32,235 | +2,715 | +9.20% | $3,786,323 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.17% | 5 | - | - | $3,744,250 |
| ISHARES TR | IVW | Other | 0.17% | 26,324 | +11,979 | +83.51% | $3,620,340 |
| EA SERIES TRUST | FRDM | Other | 0.15% | 44,475 | +15,218 | +52.01% | $3,256,887 |
| ISHARES TR | IWF | Other | 0.15% | 25,793 | +19,306 | +297.61% | $3,202,659 |
| INTEL CORP | INTC | Technology | 0.15% | 22,771 | +3,664 | +19.18% | $3,179,561 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.14% | 108,801 | - | - | $3,150,876 |
| ISHARES TR | SUB | Other | 0.14% | 28,744 | +8,526 | +42.17% | $3,060,330 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.13% | 30,421 | +100 | +0.33% | $2,951,811 |
| CINTAS CORP | CTAS | Industrials | 0.13% | 17,159 | +757 | +4.62% | $2,918,403 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 25,437 | +712 | +2.88% | $2,880,995 |
| QUALCOMM INC | QCOM | Technology | 0.12% | 14,712 | +51 | +0.35% | $2,718,641 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 16,272 | +487 | +3.09% | $2,697,247 |
| BANK OF AMER CORP | BAC | Financial Services | 0.12% | 47,290 | +1,446 | +3.15% | $2,694,590 |
| ISHARES TR | IWM | Other | 0.12% | 8,846 | +2,418 | +37.62% | $2,657,781 |
| ISHARES TR | IVV | Other | 0.12% | 3,510 | -136 | -3.73% | $2,628,972 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 9,617 | +833 | +9.48% | $2,615,824 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.12% | 28,417 | +635 | +2.29% | $2,605,301 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.12% | 2,692 | -168 | -5.87% | $2,599,770 |
| RTX CORPORATION | RTX | Industrials | 0.12% | 13,509 | -268 | -1.95% | $2,563,056 |
| PEPSICO INC | PEP | Consumer Defensive | 0.12% | 18,665 | -702 | -3.62% | $2,527,241 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.12% | 5,035 | +121 | +2.46% | $2,526,706 |
| AMPHENOL CORP | APH | Technology | 0.11% | 13,762 | +4,684 | +51.60% | $2,429,961 |
| EATON CORP PLC | ETN | Other | 0.11% | 5,490 | +302 | +5.82% | $2,339,399 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.11% | 84,154 | +4,806 | +6.06% | $2,331,066 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.10% | 6,714 | +874 | +14.97% | $2,289,608 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.10% | 14,672 | +467 | +3.29% | $2,222,808 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.10% | 70,728 | - | - | $2,199,641 |
| ISHARES TR | IWD | Other | 0.10% | 8,898 | +1,932 | +27.73% | $2,157,142 |
| AVEPOINT INC | AVPT | Technology | 0.10% | 187,493 | - | - | $2,101,797 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.10% | 6,177 | +2,295 | +59.12% | $2,089,370 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 1,947 | +170 | +9.57% | $2,073,379 |
| PLAINS GP HLDGS L P | PAGP | Energy | 0.09% | 84,656 | +3,762 | +4.65% | $2,054,601 |
| NETFLIX INC. | NFLX | Communication Services | 0.09% | 28,633 | -264 | -0.91% | $2,044,396 |
| FOX FACTORY HLDG CORP | FOXF | Consumer Cyclical | 0.09% | 120,198 | -118 | -0.10% | $2,036,755 |
| ISHARES TR | IJH | Other | 0.09% | 25,437 | +6,762 | +36.21% | $1,961,449 |
| ANALOG DEVICES INC | ADI | Technology | 0.09% | 4,836 | +561 | +13.12% | $1,920,714 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.09% | 1,888 | +157 | +9.07% | $1,909,426 |
| CUMMINS INC | CMI | Industrials | 0.09% | 2,675 | +37 | +1.40% | $1,907,837 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 12,810 | +4,146 | +47.85% | $1,878,458 |
| MOODYS CORP | MCO | Financial Services | 0.09% | 4,126 | +119 | +2.97% | $1,868,748 |
Angeles Wealth Management, Llc Options Holdings in Q2 2026