Q3 2026 13F · SEC CIK 1929170

Angeles Wealth Management, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 594
Top holdings a year, 3 yrs: +16.7%
Assets under management: $2.8B

Angeles Wealth Management, LLC is a wealth manager that reported 594 positions worth $2.3B in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard World Fd (MGK, 11.9%), Vanguard Intl Equity Index F (VT, 10.9%), Vanguard Star Fds (VXUS, 6.7%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Angeles Wealth Management, LLC holdings largest 50 of 594 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Angeles Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MGKVanguard World Fd	11.9%	11.5%	2,912,914	+1.5%	$269.9M
VTVanguard Intl Equity Index F	10.9%	10.9%	1,573,786	+3.9%	$248.4M
VXUSVanguard Star Fds	6.7%	6.7%	1,794,001	+4.3%	$152.4M
SPYVState Street Spdr Portfolio S&p 500 Valu	6.5%	6.4%	2,427,158	+5.0%	$148.4M
VOOVanguard Index Fds	5.3%	5.3%	170,667	+1.9%	$119.6M
SCHGSchwab Strategic Tr	4.0%	3.8%	2,533,255	+4.4%	$91.0M
VGKVanguard Ftse Europe ETF	3.3%	3.3%	854,809	+4.6%	$74.2M
SUBIshares Tr	3.1%	—	683,248	—	$71.4M
AAPLApple Inc	2.8%	2.6%	187,728	-3.0%	$62.5M
VTVVanguard Index Fds	2.4%	2.5%	247,790	-0.5%	$53.5M
MSFTMicrosoft Corp	2.3%	1.8%	101,025	-2.0%	$51.8M
SPYState Str Spdr S&p 500 ETF T	2.1%	2.2%	498,621	-17.8%	$48.3M
VGSHVanguard Scottsdale Fds	1.8%	—	712,072	—	$41.0M
NVDANvidia Corporation	1.8%	1.6%	173,785	-1.8%	$39.7M
EWJIshares Inc	1.6%	1.5%	374,300	+3.8%	$36.5M
AMZNAmazon Com Inc	1.2%	1.3%	112,419	-5.2%	$28.0M
SJNKState Street SPDR Bloomberg Short Term H	1.2%	1.3%	1,102,292	-0.4%	$26.7M
GOOGLAlphabet Inc	1.0%	1.2%	68,644	-5.4%	$23.6M
URTHIshares Inc	1.0%	1.0%	112,537	-0.0%	$23.2M
GOOGAlphabet Inc	0.9%	0.9%	57,799	-0.6%	$19.7M
VTIVanguard Index Fds	0.8%	0.9%	51,363	-2.0%	$19.2M
VYMVanguard Whitehall Fds	0.8%	0.9%	122,945	+0.0%	$19.1M
IXUSIshares Tr	0.7%	0.8%	178,523	+0.1%	$17.0M
AVGOBroadcom Inc	0.7%	0.8%	43,620	-3.0%	$15.3M
VUGVanguard Index Fds	0.6%	0.6%	155,516	-0.4%	$14.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	26,089	-2.2%	$13.0M
JPMJpmorgan Chase & Co	0.5%	0.6%	36,837	-3.3%	$12.2M
VVisa Inc	0.5%	0.5%	31,048	-0.8%	$11.2M
EFAIshares Tr	0.5%	0.5%	102,662	+1.9%	$10.7M
MUBIshares Tr	0.5%	3.8%	104,905	-86.5%	$10.6M
COSTCostco Wholesale Corporation	0.5%	0.5%	11,211	-2.2%	$10.2M
BKLNInvesco Exch Traded Fd Tr II	0.4%	0.4%	461,095	+3.9%	$9.4M
METAMeta Platforms Inc	0.4%	0.3%	12,975	-1.6%	$9.4M
MUMicron Technology Inc	0.4%	0.5%	8,552	-0.3%	$9.1M
LLYEli Lilly & Co	0.4%	0.4%	7,768	-2.0%	$9.0M
PFFIshares Tr	0.4%	0.4%	299,021	+5.0%	$8.8M
IDVIshares Tr	0.3%	0.3%	182,000	+0.0%	$7.7M
SHYIshares Tr	0.3%	0.4%	92,565	-11.8%	$7.5M
TSMTaiwan Semiconductor Manufac	0.3%	0.4%	16,207	-0.5%	$7.4M
TSLATesla Inc	0.3%	0.4%	18,779	-3.9%	$6.7M
VEAVanguard Ftse Developed Markets Index Fu	0.3%	0.3%	92,120	-3.9%	$6.5M
ABBVAbbvie Inc	0.3%	0.3%	23,274	-0.7%	$6.1M
JNJJohnson & Johnson	0.2%	0.2%	20,304	-2.1%	$5.4M
GLDSpdr Gold Tr	0.2%	0.2%	13,507	-5.0%	$5.1M
MRKMerck & Co Inc	0.2%	0.2%	34,669	-6.5%	$5.1M
MAMastercard Incorporated	0.2%	0.2%	9,166	+5.5%	$5.1M
XOMExxonmobil Holdings Corp	0.2%	—	29,297	—	$4.8M
PAAPlains All American Pipeline LP	0.2%	0.2%	197,034	-1.9%	$4.7M
AMDAdvanced Micro Devices Inc	0.2%	0.2%	7,496	-3.1%	$4.6M
VYMIVanguard Whitehall Fds	0.2%	—	44,000	—	$4.4M

What Angeles Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MA Mastercard Incorporated+5.5% shares
SPYV State Street Spdr Portfolio S&p 500 Valu+5.0% shares

Reduced

MUB Ishares Tr-86.5% shares
SPY State Str Spdr S&p 500 ETF T-17.8% shares
SHY Ishares Tr-11.8% shares
MRK Merck & Co Inc-6.5% shares
GOOGL Alphabet Inc-5.4% shares
AMZN Amazon Com Inc-5.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.3B	594
Q2 2026	$2.2B	628
Q1 2026	$1.8B	524
Q4 2025	$1.8B	465
Q3 2025	$1.6B	407
Q2 2025	$1.5B	428
Q1 2025	$1.2B	367
Q4 2024	$1.2B	369
Q3 2024	$1.2B	328
Q2 2024	$1.1B	305
Q1 2024	$999.7M	296
Q4 2023	$820.8M	258

Questions about Angeles Wealth Management, LLC's portfolio

What stocks does Angeles Wealth Management, LLC own?

Angeles Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 594 positions worth $2.3B. The largest are Vanguard World Fd (MGK) at 11.9%, Vanguard Intl Equity Index F (VT) at 10.9%, Vanguard Star Fds (VXUS) at 6.7%, State Street Spdr Portfolio S&p 500 Valu (SPYV) at 6.5% and Vanguard Index Fds (VOO) at 5.3%.

What did Angeles Wealth Management, LLC buy last quarter?

In Q3 2026, Angeles Wealth Management, LLC added Mastercard Incorporated (MA) (+5.5% shares) and State Street Spdr Portfolio S&p 500 Valu (SPYV) (+5.0% shares), compared with its Q2 2026 filing.

What did Angeles Wealth Management, LLC sell last quarter?

In Q3 2026, Angeles Wealth Management, LLC cut from its top 50 Ishares Tr (TLH), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Quanta Svcs Inc (PWR), cut from its top 50 Lam Research Corp (LRCX), Ishares Tr (MUB) (-86.5% shares), State Str Spdr S&p 500 ETF T (SPY) (-17.8% shares) and Ishares Tr (SHY) (-11.8% shares), compared with its Q2 2026 filing.

How has Angeles Wealth Management, LLC's portfolio performed?

A portfolio copying Angeles Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +13.0% a year against +15.9%.

When is Angeles Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Angeles Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Angeles Wealth Management, LLC manage?

Angeles Wealth Management, LLC reported $2.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.