# ANGELES WEALTH MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1929170. Source: https://holderbook.com/funds/1929170-angeles-wealth-management-llc/

- Reported value: $2.2B
- Positions: 628
- Weight of the ten largest: 56.7%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $252.3M | 2,869,561 | 11.5% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $237.8M | 1,515,162 | 10.9% | 18 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $147.1M | 1,720,778 | 6.7% | 18 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $140.5M | 2,311,111 | 6.4% | 18 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $115.0M | 167,407 | 5.3% | 18 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $83.8M | 778,690 | 3.8% | 8 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $82.1M | 2,425,844 | 3.7% | 10 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $72.4M | 817,271 | 3.3% | 18 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $56.0M | 193,597 | 2.6% | 18 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $54.3M | 248,948 | 2.5% | 17 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $47.2M | 606,525 | 2.2% | 18 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $38.4M | 103,056 | 1.8% | 18 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $35.4M | 177,055 | 1.6% | 18 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $33.6M | 360,720 | 1.5% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $28.2M | 118,524 | 1.3% | 18 |
| SPDR SERIES TRUST | [SJNK](https://holderbook.com/stocks/SJNK/) | $27.7M | 1,106,976 | 1.3% | 18 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $25.9M | 72,545 | 1.2% | 18 |
| ISHARES INC | [URTH](https://holderbook.com/stocks/URTH/) | $22.8M | 112,562 | 1.0% | 17 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $20.5M | 58,140 | 0.9% | 18 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $19.4M | 122,945 | 0.9% | 18 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $19.4M | 52,400 | 0.9% | 18 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $17.0M | 178,358 | 0.8% | 17 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $17.0M | 44,949 | 0.8% | 13 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $13.5M | 156,149 | 0.6% | 18 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $13.4M | 26,682 | 0.6% | 18 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $12.5M | 38,089 | 0.6% | 18 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $10.7M | 31,305 | 0.5% | 18 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $10.7M | 11,469 | 0.5% | 18 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $10.5M | 100,725 | 0.5% | 18 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $9.9M | 8,574 | 0.5% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $9.5M | 7,926 | 0.4% | 18 |
| INVESCO EXCH TRADED FD TR II | [BKLN](https://holderbook.com/stocks/BKLN/) | $9.0M | 443,742 | 0.4% | 18 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $8.7M | 284,867 | 0.4% | 18 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $8.6M | 104,938 | 0.4% | 17 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $8.2M | 19,549 | 0.4% | 18 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $7.8M | 16,282 | 0.4% | 16 |
| ISHARES TR | [IDV](https://holderbook.com/stocks/IDV/) | $7.5M | 182,000 | 0.3% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $7.4M | 13,190 | 0.3% | 18 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $7.1M | 70,568 | 0.3% | 8 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $6.8M | 95,901 | 0.3% | 5 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $5.9M | 23,439 | 0.3% | 18 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.3M | 20,743 | 0.2% | 18 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $5.2M | 14,217 | 0.2% | 11 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $4.9M | 13,096 | 0.2% | 11 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $4.8M | 37,088 | 0.2% | 18 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $4.7M | 6,464 | 0.2% | 18 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.5M | 10,468 | 0.2% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $4.5M | 7,735 | 0.2% | 18 |
| PLAINS ALL AMERN PIPELINE L | [PAA](https://holderbook.com/stocks/PAA/) | $4.5M | 200,924 | 0.2% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.5M | 8,689 | 0.2% | 18 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.4M | 12,599 | 0.2% | 18 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $4.4M | 12,776 | 0.2% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $4.3M | 72,572 | 0.2% | 18 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.3M | 31,610 | 0.2% | 18 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $4.3M | 44,000 | 0.2% | 17 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $4.3M | 5,881 | 0.2% | 11 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.2M | 3,573 | 0.2% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $4.2M | 50,781 | 0.2% | 11 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.1M | 5,512 | 0.2% | 18 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.8M | 32,235 | 0.2% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.7M | 5 | 0.2% | 6 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $3.6M | 26,324 | 0.2% | 8 |
| EA SERIES TRUST | [FRDM](https://holderbook.com/stocks/FRDM/) | $3.3M | 44,475 | 0.1% | 5 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $3.2M | 25,793 | 0.1% | 18 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.2M | 22,771 | 0.1% | 18 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $3.2M | 108,801 | 0.1% | 15 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $3.1M | 28,744 | 0.1% | 17 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $3.0M | 30,421 | 0.1% | 7 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $2.9M | 17,159 | 0.1% | 18 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.9M | 25,437 | 0.1% | 16 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $2.7M | 14,712 | 0.1% | 16 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.7M | 16,272 | 0.1% | 18 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.7M | 47,290 | 0.1% | 16 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.7M | 8,846 | 0.1% | 18 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.6M | 3,510 | 0.1% | 18 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $2.6M | 9,617 | 0.1% | 18 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $2.6M | 28,417 | 0.1% | 18 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $2.6M | 2,692 | 0.1% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.6M | 13,509 | 0.1% | 18 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.5M | 18,665 | 0.1% | 18 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $2.5M | 5,035 | 0.1% | 18 |
| RH | [RH](https://holderbook.com/stocks/RH/) | $2.5M | 2 | 0.1% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $2.4M | 13,762 | 0.1% | 10 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.3M | 5,490 | 0.1% | 11 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $2.3M | 84,154 | 0.1% | 5 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.3M | 6,714 | 0.1% | 14 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $2.2M | 14,672 | 0.1% | 16 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $2.2M | 70,728 | 0.1% | 17 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $2.2M | 8,898 | 0.1% | 5 |
| AVEPOINT INC | [AVPT](https://holderbook.com/stocks/AVPT/) | $2.1M | 187,493 | 0.1% | 2 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.1M | 6,177 | 0.1% | 11 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.1M | 1,947 | 0.1% | 10 |
| PLAINS GP HLDGS L P | [PAGP](https://holderbook.com/stocks/PAGP/) | $2.1M | 84,656 | 0.1% | 18 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.0M | 28,633 | 0.1% | 15 |
| FOX FACTORY HLDG CORP | [FOXF](https://holderbook.com/stocks/FOXF/) | $2.0M | 120,198 | 0.1% | 7 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.0M | 25,437 | 0.1% | 18 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.9M | 4,836 | 0.1% | 18 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.9M | 1,888 | 0.1% | 8 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $1.9M | 2,675 | 0.1% | 11 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.9M | 12,810 | 0.1% | 18 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.0% | +14.8% | -2.9% | 100% |
| Q1 2026 | -4.1% | -4.6% | +0.5% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +10.4% | +10.5% | -0.1% | 100% |
| Q1 2025 | -3.6% | -4.6% | +0.9% | 100% |
| Q4 2024 | +0.2% | +2.1% | -1.9% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| 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 |
| Q3 2023 | $707.8M | 224 |