Funds › Angeles Wealth Management, LLC
Angeles Wealth Management, LLC
13F for Q3 2026, filed Oct 26, 2026. 594 positions worth $2.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 26, 2026
Reported value
$2.3B
+$81.4M (3.7%) vs Q2 2026
Positions
594
628 in Q2 2026
Top 10 share
56.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Angeles Wealth Management, LLC in the latest 13F quarter?
Using 13F.ai, how has Angeles Wealth Management, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Angeles Wealth Management, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd Mrngstr Mega Cap | 2.91M | $269.9M | 11.9% | +1.5% | 13F ↗ |
| 2 | Vanguard International Equity Index F Tt Wrld St Etf | 1.57M | $248.4M | 10.9% | +3.9% | 13F ↗ |
| 3 | Vanguard Star Fds | 1.79M | $152.4M | 6.7% | +4.3% | 13F ↗ |
| 4 | Spdr Series Trust St Str P500VAL | 2.43M | $148.4M | 6.5% | +5.0% | 13F ↗ |
| 5 | Vanguard Index Fds S&P 500 Etf Shs | 170,667 | $119.6M | 5.3% | +1.9% | 13F ↗ |
| 6 | Schwab Strategic Tr Us Lcap Gr Etf | 2.53M | $91.0M | 4.0% | +4.4% | 13F ↗ |
| 7 | Vanguard International Equity Index F Ftse Europe Etf | 854,809 | $74.2M | 3.3% | +4.6% | 13F ↗ |
| 8 | iShares Tr Shrt Nat Mun Etf | 683,248 | $71.4M | 3.1% | +2277% | 13F ↗ |
| 9 | AAPL Apple Inc. | 187,728 | $62.5M | 2.8% | -3.0% | 13F ↗ |
| 10 | Vanguard Index Fds Mrngstr Val Etf | 247,790 | $53.5M | 2.4% | -0.5% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 101,025 | $51.8M | 2.3% | -2.0% | 13F ↗ |
| 12 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 498,621 | $48.3M | 2.1% | -17.8% | 13F ↗ |
| 13 | Vanguard Scottsdale Fds Short Term Treas | 712,072 | $41.0M | 1.8% | +56057% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 173,785 | $39.7M | 1.7% | -1.8% | 13F ↗ |
| 15 | iShares Inc Msci Japan Etf | 374,300 | $36.5M | 1.6% | +3.8% | 13F ↗ |
| 16 | AMZN Amazon.com, Inc. | 112,419 | $28.0M | 1.2% | -5.2% | 13F ↗ |
| 17 | Spdr Series Trust St Term High Etf | 1.10M | $26.7M | 1.2% | -0.4% | 13F ↗ |
| 18 | GOOGL Alphabet Inc. Class A | 68,644 | $23.6M | 1.0% | -5.4% | 13F ↗ |
| 19 | iShares Inc Msci World Etf | 112,537 | $23.2M | 1.0% | Unchanged | 13F ↗ |
| 20 | GOOG Alphabet Inc. Class C | 57,799 | $19.7M | 0.9% | -0.6% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Ttl Stk | 51,363 | $19.2M | 0.8% | -2.0% | 13F ↗ |
| 22 | Vanguard Whitehall Fds High Div Yld | 122,945 | $19.1M | 0.8% | Unchanged | 13F ↗ |
| 23 | iShares Tr Core Msci Total | 178,523 | $17.0M | 0.7% | +0.1% | 13F ↗ |
| 24 | AVGO Broadcom Inc. | 43,620 | $15.3M | 0.7% | -3.0% | 13F ↗ |
| 25 | Vanguard Index Fds Mrngstr Grwt Etf | 155,516 | $14.0M | 0.6% | -0.4% | 13F ↗ |
| 26 | BRK-B Berkshire Hathaway Inc. Class B | 26,089 | $13.0M | 0.6% | -2.2% | 13F ↗ |
| 27 | JPM JPMorgan Chase & Co. | 36,837 | $12.2M | 0.5% | -3.3% | 13F ↗ |
| 28 | V Visa Inc. | 31,048 | $11.2M | 0.5% | -0.8% | 13F ↗ |
| 29 | iShares Tr Msci Eafe Etf | 102,662 | $10.7M | 0.5% | +1.9% | 13F ↗ |
| 30 | iShares Tr National Mun Etf | 104,905 | $10.6M | 0.5% | -86.5% | 13F ↗ |
| 31 | COST Costco Wholesale Corporation | 11,211 | $10.2M | 0.4% | -2.2% | 13F ↗ |
| 32 | Invesco Exch Traded Fd Tr II Sr Ln Etf | 461,095 | $9.4M | 0.4% | +3.9% | 13F ↗ |
| 33 | META Meta Platforms, Inc. | 12,975 | $9.4M | 0.4% | -1.6% | 13F ↗ |
| 34 | MU Micron Technology, Inc. | 8,552 | $9.1M | 0.4% | -0.3% | 13F ↗ |
| 35 | LLY Eli Lilly and Company | 7,768 | $9.0M | 0.4% | -2.0% | 13F ↗ |
| 36 | iShares Tr Pfd And Incm Sec | 299,021 | $8.8M | 0.4% | +5.0% | 13F ↗ |
| 37 | iShares Tr Intl Sel Div Etf | 182,000 | $7.7M | 0.3% | Unchanged | 13F ↗ |
| 38 | iShares Tr Etf | 92,565 | $7.5M | 0.3% | -11.8% | 13F ↗ |
| 39 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 16,207 | $7.4M | 0.3% | -0.5% | 13F ↗ |
| 40 | TSLA Tesla, Inc. | 18,779 | $6.7M | 0.3% | -3.9% | 13F ↗ |
| 41 | Vanguard Tax-Managed Fds | 92,120 | $6.5M | 0.3% | -3.9% | 13F ↗ |
| 42 | ABBV AbbVie Inc. | 23,274 | $6.1M | 0.3% | -0.7% | 13F ↗ |
| 43 | JNJ Johnson & Johnson | 20,304 | $5.4M | 0.2% | -2.1% | 13F ↗ |
| 44 | GLD SPDR Gold Shares · Gold Shs | 13,507 | $5.1M | 0.2% | -5.0% | 13F ↗ |
| 45 | MRK Merck & Company, Inc. | 34,669 | $5.1M | 0.2% | -6.5% | 13F ↗ |
| 46 | MA Mastercard Incorporated | 9,166 | $5.1M | 0.2% | +5.5% | 13F ↗ |
| 47 | XOM ExxonMobil Holdings Corporation | 29,297 | $4.8M | 0.2% | New | 13F ↗ |
| 48 | PAA Plains All American Pipeline, L.P. · Units | 197,034 | $4.7M | 0.2% | -1.9% | 13F ↗ |
| 49 | AMD Advanced Micro Devices, Inc. | 7,496 | $4.6M | 0.2% | -3.1% | 13F ↗ |
| 50 | Vanguard Whitehall Fds Etf | 44,000 | $4.4M | 0.2% | Unchanged | 13F ↗ |
Showing the top 50 of 594 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
38 new, 146 added to, 287 trimmed, 72 exited, 123 unchanged. By estimated dollars.
New positions (38)
| XOM ExxonMobil Holdings Corporation | 29,297 | New | $4.8M |
| SPCX Space Exploration Technologies Corp. | 9,562 | New | $1.4M |
| ABVX Abivax SA · ADR | 5,017 | New | $496.8K |
| Dfa Invt Dimensions Group In U.S. High Relati | 11,478 | New | $481.0K |
| FIG Figma, Inc. | 20,000 | New | $420.4K |
| SKHY SK hynix Inc. · American Deposit | 1,598 | New | $294.3K |
| AVAV AeroVironment, Inc. | 2,002 | New | $284.7K |
| SPSC SPS Commerce, Inc. | 3,395 | New | $279.9K |
| ELV Elevance Health, Inc. | 706 | New | $274.5K |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 1,295 | New | $269.4K |
Added to (146)
| iShares Tr Shrt Nat Mun Etf | 683,248 | +2277% | $68.4M |
| Vanguard Scottsdale Fds Short Term Treas | 712,072 | +56057% | $40.9M |
| Vanguard International Equity Index F Tt Wrld St Etf | 1.57M | +3.9% | $9.3M |
| Spdr Series Trust St Str P500VAL | 2.43M | +5.0% | $7.1M |
| Vanguard Star Fds | 1.79M | +4.3% | $6.2M |
| Vanguard World Fd Mrngstr Mega Cap | 2.91M | +1.5% | $4.0M |
| Schwab Strategic Tr Us Lcap Gr Etf | 2.53M | +4.4% | $3.9M |
| Vanguard International Equity Index F Ftse Europe Etf | 854,809 | +4.6% | $3.3M |
| Vanguard Index Fds S&P 500 Etf Shs | 170,667 | +1.9% | $2.3M |
| iShares Inc Msci Japan Etf | 374,300 | +3.8% | $1.3M |
Trimmed (287)
| iShares Tr National Mun Etf | 104,905 | -86.5% | -$68.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 498,621 | -17.8% | -$10.5M |
| iShares Tr 10-20 Yr Trs Etf | 8,530 | -87.9% | -$5.7M |
| AAPL Apple Inc. | 187,728 | -3.0% | -$2.0M |
| AMZN Amazon.com, Inc. | 112,419 | -5.2% | -$1.5M |
| GOOGL Alphabet Inc. Class A | 68,644 | -5.4% | -$1.3M |
| Vanguard Index Fds Mrngstr Lrg Cap | 934 | -79.3% | -$1.3M |
| VLO Valero Energy Corporation | 2,821 | -52.7% | -$1.2M |
| AVPT AvePoint, Inc. | 103,086 | -45.0% | -$1.2M |
| MSFT Microsoft Corporation | 101,025 | -2.0% | -$1.0M |
Exited (72)
| Exxon Mobil Corp | 31,610 | Exited | -$4.3M |
| PSA Public Storage | 2,828 | Exited | -$900.2K |
| NU Nu Holdings Ltd. | 47,126 | Exited | -$629.6K |
| Dimensional ETF Trust Us High Prof Etf | 11,478 | Exited | -$479.0K |
| APP AppLovin Corporation | 926 | Exited | -$477.1K |
| TECH Bio-Techne Corp | 6,237 | Exited | -$440.6K |
| TTD The Trade Desk, Inc. | 23,386 | Exited | -$422.8K |
| Boeing Co Dep Conv Pfd A | 6,200 | Exited | -$420.2K |
| Dimensional ETF Trust Glob Co Plus Etf | 6,588 | Exited | -$358.8K |
| Dimensional ETF Trust Core Fixe In Etf | 8,342 | Exited | -$352.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 26, 2026 | 13F-HR | 599 | $2.3B | Current | SEC ↗ |
| Q2 2026 | Jul 28, 2026 | 13F-HR | 632 | $2.2B | Current | SEC ↗ |
| Q1 2026 | May 6, 2026 | 13F-HR | 524 | $1.8B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 465 | $1.8B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 408 | $1.6B | Current | SEC ↗ |
| Q2 2025 | Jul 29, 2025 | 13F-HR | 429 | $1.5B | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 367 | $1.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer