ANGELES WEALTH MANAGEMENT, LLC
Holdings as of 2026-06-30, filed 2026-07-28 · recorded 2026-08-06 04:02:13.082 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
632
Value reported by manager
$2.2B
Sum of our stored positions
$2.2B
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
43.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
1
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | $252.3M | 2,869,561 | — | 921910816 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $237.8M | 1,515,162 | — | 922042742 |
| VANGUARD STAR FDS | VG TL INTL STK F | $147.1M | 1,720,778 | — | 921909768 |
| SPDR SERIES TRUST | ST STR P500VAL | $140.5M | 2,311,111 | — | 78464A508 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $115M | 167,407 | — | 922908363 |
| ISHARES TR | NATIONAL MUN ETF | $83.8M | 778,690 | — | 464288414 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $82.1M | 2,425,844 | — | 808524300 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $72.4M | 817,271 | — | 922042874 |
| APPLE INC | COM | $56M | 193,597 | — | 037833100 |
| VANGUARD INDEX FDS | VALUE ETF | $54.3M | 248,948 | — | 922908744 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $47.2M | 606,525 | — | 78462F103 |
| MICROSOFT CORP | COM | $38.4M | 103,056 | — | 594918104 |
| NVIDIA CORPORATION | COM | $35.4M | 177,055 | — | 67066G104 |
| ISHARES INC | MSCI JAPAN ETF | $33.6M | 360,720 | — | 46434G822 |
| AMAZON COM INC | COM | $28.2M | 118,524 | — | 023135106 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $27.7M | 1,106,976 | — | 78468R408 |
| ALPHABET INC | CAP STK CL A | $25.9M | 72,545 | — | 02079K305 |
| ISHARES INC | MSCI WORLD ETF | $22.8M | 112,562 | — | 464286392 |
| ALPHABET INC | CAP STK CL C | $20.5M | 58,140 | — | 02079K107 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $19.4M | 122,945 | — | 921946406 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $19.4M | 52,400 | — | 922908769 |
| ISHARES TR | CORE MSCI TOTAL | $17M | 178,358 | — | 46432F834 |
| BROADCOM INC | COM | $17M | 44,949 | — | 11135F101 |
| VANGUARD INDEX FDS | GROWTH ETF | $13.5M | 156,149 | — | 922908736 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.4M | 26,682 | — | 084670702 |
| JPMORGAN CHASE & CO | COM | $12.5M | 38,089 | — | 46625H100 |
| VISA INC | COM CL A | $10.7M | 31,305 | — | 92826C839 |
| COSTCO WHOLESALE CORPORATION | COM | $10.7M | 11,469 | — | 22160K105 |
| ISHARES TR | MSCI EAFE ETF | $10.5M | 100,725 | — | 464287465 |
| MICRON TECHNOLOGY INC | COM | $9.9M | 8,574 | — | 595112103 |
| ELI LILLY & CO | COM | $9.5M | 7,926 | — | 532457108 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $9M | 443,742 | — | 46138G508 |
| ISHARES TR | PFD AND INCM SEC | $8.7M | 284,867 | — | 464288687 |
| ISHARES TR | 1 3 YR TREAS BD | $8.6M | 104,938 | — | 464287457 |
| TESLA INC | COM | $8.2M | 19,549 | — | 88160R101 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $7.8M | 16,282 | — | 874039100 |
| ISHARES TR | INTL SEL DIV ETF | $7.5M | 182,000 | — | 464288448 |
| META PLATFORMS INC | CL A | $7.4M | 13,190 | — | 30303M102 |
| ISHARES TR | 10-20 YR TRS ETF | $7.1M | 70,568 | — | 464288653 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.8M | 95,901 | — | 921943858 |
| ABBVIE INC | COM | $5.9M | 23,439 | — | 00287Y109 |
| JOHNSON & JOHNSON | COM | $5.3M | 20,743 | — | 478160104 |
| SPDR GOLD TR | GOLD SHS | $5.2M | 14,217 | — | 78463V107 |
| GE AEROSPACE | COM NEW | $4.9M | 13,096 | — | 369604301 |
| MERCK & CO INC | COM | $4.8M | 37,088 | — | 58933Y105 |
| QUANTA SVCS INC | COM | $4.7M | 6,464 | — | 74762E102 |
| LAM RESEARCH CORP | COM NEW | $4.5M | 10,468 | — | 512807306 |
| ADVANCED MICRO DEVICES INC | COM | $4.5M | 7,735 | — | 007903107 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $4.5M | 200,924 | — | 726503105 |
| MASTERCARD INCORPORATED | CL A | $4.5M | 8,689 | — | 57636Q104 |
| HOME DEPOT INC | COM | $4.4M | 12,599 | — | 437076102 |
| SHERWIN WILLIAMS CO | COM | $4.4M | 12,776 | — | 824348106 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.3M | 72,572 | — | 922042858 |
| EXXON MOBIL CORP | COM | $4.3M | 31,610 | — | 30231G102 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $4.3M | 44,000 | — | 921946794 |
| APPLIED MATLS INC | COM | $4.3M | 5,881 | — | 038222105 |
| GE VERNOVA INC | COM | $4.2M | 3,573 | — | 36828A101 |
| WELLS FARGO & CO | COM | $4.2M | 50,781 | — | 949746101 |
| INVESCO QQQ TR | UNIT SER 1 | $4.1M | 5,512 | — | 46090E103 |
| CISCO SYS INC | COM | $3.8M | 32,235 | — | 17275R102 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.7M | 5 | — | 084670108 |
| ISHARES TR | S&P 500 GRWT ETF | $3.6M | 26,324 | — | 464287309 |
| EA SERIES TRUST | FREEDOM 100 EM | $3.3M | 44,475 | — | 02072L607 |
| ISHARES TR | RUS 1000 GRW ETF | $3.2M | 25,793 | — | 464287614 |
| INTEL CORP | COM | $3.2M | 22,771 | — | 458140100 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.2M | 108,801 | — | 808524102 |
| ISHARES TR | SHRT NAT MUN ETF | $3.1M | 28,744 | — | 464288158 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $3M | 30,421 | — | 01609W102 |
| CINTAS CORP | COM | $2.9M | 17,159 | — | 172908105 |
| WALMART INC | COM | $2.9M | 25,437 | — | 931142103 |
| QUALCOMM INC | COM | $2.7M | 14,712 | — | 747525103 |
| CHEVRON CORPORATION | COM | $2.7M | 16,272 | — | 166764100 |
| BANK OF AMER CORP | COM | $2.7M | 47,290 | — | 060505104 |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 8,846 | — | 464287655 |
| ISHARES TR | CORE S&P500 ETF | $2.6M | 3,510 | — | 464287200 |
| UNION PAC CORP | COM | $2.6M | 9,617 | — | 907818108 |
| COLGATE PALMOLIVE CO | COM | $2.6M | 28,417 | — | 194162103 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $2.6M | 2,692 | — | G7997R103 |
| RTX CORPORATION | COM | $2.6M | 13,509 | — | 75513E101 |
| PEPSICO INC | COM | $2.5M | 18,665 | — | 713448108 |
| THERMO FISHER SCIENTIFIC INC | COM | $2.5M | 5,035 | — | 883556102 |
| RH | COM | $2.5M | 15,000 | Put | 74967X103 |
| AMPHENOL CORP | CL A | $2.4M | 13,762 | — | 032095101 |
| EATON CORP PLC | SHS | $2.3M | 5,490 | — | G29183103 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.3M | 84,154 | — | 808524805 |
| PALO ALTO NETWORKS INC | COM | $2.3M | 6,714 | — | 697435105 |
| TJX COS INC NEW | COM | $2.2M | 14,672 | — | 872540109 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $2.2M | 70,728 | — | 808524771 |
| ISHARES TR | RUS 1000 VAL ETF | $2.2M | 8,898 | — | 464287598 |
| AVEPOINT INC | COM CL A | $2.1M | 187,493 | — | 053604104 |
| AMERICAN EXPRESS CO | COM | $2.1M | 6,177 | — | 025816109 |
| CATERPILLAR INC | COM | $2.1M | 1,947 | — | 149123101 |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $2.1M | 84,656 | — | 72651A207 |
| NETFLIX INC. | COM | $2M | 28,633 | — | 64110L106 |
| FOX FACTORY HLDG CORP | COM | $2M | 120,198 | — | 35138V102 |
| ISHARES TR | CORE S&P MCP ETF | $2M | 25,437 | — | 464287507 |
| ANALOG DEVICES INC | COM | $1.9M | 4,836 | — | 032654105 |
| GOLDMAN SACHS GROUP INC | COM | $1.9M | 1,888 | — | 38141G104 |
| CUMMINS INC | COM | $1.9M | 2,675 | — | 231021106 |
| PROCTER & GAMBLE CO | COM | $1.9M | 12,810 | — | 742718109 |
| MOODYS CORP | COM | $1.9M | 4,126 | — | 615369105 |
| MCDONALDS CORP | COM | $1.8M | 6,561 | — | 580135101 |
| PHILIP MORRIS INTL INC | COM | $1.8M | 9,679 | — | 718172109 |
| UNITEDHEALTH GROUP INC | COM | $1.7M | 4,132 | — | 91324P102 |
| CORNING INC | COM | $1.7M | 6,720 | — | 219350105 |
| EVERCORE INC | CLASS A | $1.7M | 4,894 | — | 29977A105 |
| COCA COLA CO | COM | $1.7M | 20,327 | — | 191216100 |
| INTERNATIONAL BUSINESS MACHS | COM | $1.7M | 5,878 | — | 459200101 |
| FORD MTR CO | COM | $1.7M | 118,758 | — | 345370860 |
| ASML HLDG NV | N Y REGISTRY SHS | $1.6M | 815 | — | N07059210 |
| MORGAN STANLEY | COM NEW | $1.6M | 7,661 | — | 617446448 |
| TEXAS INSTRS INC | COM | $1.6M | 5,328 | — | 882508104 |
| ORACLE CORP | COM | $1.6M | 10,681 | — | 68389X105 |
| VALERO ENERGY CORP | COM | $1.6M | 5,964 | — | 91913Y100 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.5M | 4,506 | — | 922908637 |
| WHIRLPOOL CORP | COM | $1.5M | 39,171 | — | 963320106 |
| LINDE PLC | SHS | $1.5M | 2,951 | — | G54950103 |
| SERVICENOW INC | COM | $1.5M | 15,411 | — | 81762P102 |
| POLARIS INC | COM | $1.5M | 22,172 | — | 731068102 |
| KLA CORP | COM NEW | $1.5M | 4,976 | — | 482480100 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.5M | 6,177 | — | 921908844 |
| ISHARES TR | FLTG RATE NT ETF | $1.5M | 28,563 | — | 46429B655 |
| CROWDSTRIKE HLDGS INC | CL A | $1.5M | 1,904 | — | 22788C105 |
| ISHARES TR | RUS MID CAP ETF | $1.4M | 13,023 | — | 464287499 |
| EVERUS CONSTR GROUP | COM | $1.4M | 8,628 | — | 300426103 |
| REPUBLIC SVCS INC | COM | $1.4M | 6,594 | — | 760759100 |
| ISHARES INC | CORE MSCI EMKT | $1.4M | 16,938 | — | 46434G103 |
| BLACKSTONE INC | COM | $1.4M | 11,922 | — | 09260D107 |
| INTUITIVE SURGICAL INC | COM NEW | $1.4M | 3,505 | — | 46120E602 |
| NEXTERA ENERGY INC | COM | $1.4M | 15,800 | — | 65339F101 |
| DANAHER CORP DEL | COM | $1.4M | 7,237 | — | 235851102 |
| ROBINHOOD MKTS INC | COM CL A | $1.4M | 13,620 | — | 770700102 |
| BLACKROCK INC | COM | $1.3M | 1,358 | — | 09290D101 |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 13,497 | — | 46432F842 |
| SANDISK CORP | COM | $1.3M | 571 | — | 80004C200 |
| THE REALREAL INC | COM | $1.3M | 109,420 | — | 88339P101 |
| ISHARES TR | 0-3 MTH TREASURY | $1.3M | 12,487 | — | 46436E718 |
| ISHARES TR | CORE MSCI INTL | $1.2M | 13,983 | — | 46435G326 |
| LIBERTY ENERGY INC | COM CL A | $1.2M | 46,946 | — | 53115L104 |
| SCHWAB CHARLES CORP | COM | $1.2M | 13,252 | — | 808513105 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | $1.2M | 5,068 | — | G50871105 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $1.2M | 22,558 | — | 81369Y506 |
| BRISTOL-MYERS SQUIBB CO | COM | $1.2M | 20,763 | — | 110122108 |
| SALESFORCE INC | COM | $1.2M | 7,510 | — | 79466L302 |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 7,902 | — | 464287804 |
| LOCKHEED MARTIN CORP | COM | $1.2M | 2,272 | — | 539830109 |
| HCA HEALTHCARE INC | COM | $1.2M | 2,965 | — | 40412C101 |
| BOOKING HOLDINGS INC | COM | $1.2M | 6,453 | — | 09857L108 |
| CARTERS INC | COM | $1.1M | 27,937 | — | 146229109 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $1.1M | 20,968 | — | 81369Y605 |
| WASTE MGMT INC DEL | COM | $1.1M | 5,043 | — | 94106L109 |
| CONOCOPHILLIPS | COM | $1.1M | 10,785 | — | 20825C104 |
| COUPANG INC | CL A | $1.1M | 64,349 | — | 22266T109 |
| ENTERPRISE PRODS PARTNERS L | COM | $1.1M | 29,695 | — | 293792107 |
| ABBOTT LABORATORIES | COM | $1.1M | 11,979 | — | 002824100 |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 9,316 | — | 69608A108 |
| DISNEY WALT CO | COM | $1.1M | 11,054 | — | 254687106 |
| PROGRESSIVE CORP | COM | $1M | 4,776 | — | 743315103 |
| PHILLIPS 66 | COM | $1M | 6,004 | — | 718546104 |
| MOTOROLA SOLUTIONS INC | COM NEW | $1M | 2,435 | — | 620076307 |
| ISHARES GOLD TR | ISHARES NEW | $1M | 13,334 | — | 464285204 |
| UBER TECHNOLOGIES INC | COM | $990.6K | 13,728 | — | 90353T100 |
| ISHARES TR | LATN AMER 40 ETF | $981.2K | 29,074 | — | 464287390 |
| WILLIAMS COS INC | COM | $975.9K | 13,128 | — | 969457100 |
| CHUBB LIMITED | COM | $974K | 2,850 | — | H1467J104 |
| CITIGROUP INC | COM NEW | $966.8K | 6,908 | — | 172967424 |
| DUKE ENERGY CORP NEW | COM NEW | $964.2K | 7,617 | — | 26441C204 |
| VISTRA CORP | COM | $961.5K | 6,061 | — | 92840M102 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $939.4K | 7,549 | — | G1151C101 |
| DEERE & CO | COM | $936.1K | 1,472 | — | 244199105 |
| VIPER ENERGY INC | CL A | $933.1K | 22,008 | — | 64361Q101 |
| ROBLOX CORP | CL A | $915.3K | 16,831 | — | 771049103 |
| TCW ETF TRUST | DURABLE GROWTH | $913.7K | 28,350 | — | 29287L601 |
| VANGUARD INDEX FDS | MID CAP ETF | $903.7K | 11,216 | — | 922908629 |
| PUBLIC STORAGE | COM | $900.2K | 2,828 | — | 74460D109 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $891.5K | 4,813 | — | 81369Y704 |
| SPDR SERIES TRUST | ST STR P500GRW | $875.1K | 7,354 | — | 78464A409 |
| ISHARES TR | S&P 500 VAL ETF | $838.1K | 3,691 | — | 464287408 |
| AMGEN INC | COM | $834.2K | 2,304 | — | 031162100 |
| PARKER-HANNIFIN CORP | COM | $833.4K | 852 | — | 701094104 |
| LOWES COS INC | COM | $824.4K | 3,739 | — | 548661107 |
| STRYKER CORPORATION | COM | $822.1K | 2,604 | — | 863667101 |
| ALTRIA GROUP INC | COM | $820.5K | 11,239 | — | 02209S103 |
| SAFEHOLD INC | COM | $813.7K | 51,252 | — | 78646V107 |
| NOVO-NORDISK A S | ADR | $809.4K | 16,884 | — | 670100205 |
| FLEXSHARES TR | MORNSTAR UPSTR | $808.8K | 16,413 | — | 33939L407 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $807K | 14,211 | — | 78433H675 |
| ADOBE INC | COM | $797.9K | 3,892 | — | 00724F101 |
| BANK OF NY MELLON CORP | COM | $796K | 5,564 | — | 064058100 |
| WW GRAINGER INC | COM | $787.3K | 579 | — | 384802104 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $780.4K | 2,134 | — | 922908595 |
| UNITED AIRLS HLDGS INC | COM | $775.4K | 5,702 | — | 910047109 |
| NEOS ETF TRUST | NEOS S&P 500 HI | $763.1K | 14,374 | — | 78433H303 |
| MONSTER BEVERAGE CORP NEW | COM | $754.4K | 7,849 | — | 61174X109 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $752.3K | 1,147 | — | 92189F676 |
| GILEAD SCIENCES INC | COM | $747.9K | 5,920 | — | 375558103 |
| ZIONS BANCORPORATION NATL AS | COM | $746.9K | 10,795 | — | 989701107 |
| RBC BEARINGS INC | COM | $746.5K | 1,159 | — | 75524B104 |
| AUTOMATIC DATA PROCESSING IN | COM | $742.3K | 3,291 | — | 053015103 |
| VANGUARD INDEX FDS | SMALL CP ETF | $742K | 2,448 | — | 922908751 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28