Angeles Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Angeles Wealth Management, LLC reported 620 stock positions worth $2.2 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 11.5% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 10.9%) and Vanguard Total Intl Stock (VXUS, 6.7%). Compared with Q1 2026, it opened 131 new positions, sold out of 30, added to 285 and reduced 114. The biggest buy was Micron Technology (MU, shares +17%) and the biggest sale Meta Platforms Class A (META, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $2.2B (Q2 2026)
- SEC Filing
- 0001398344-26-012905 ↗ filed Jul 28, 2026
Holdings Value
Holdings 620 stocks · $2.2B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 11.54% | 2,869,561 | $252.3M | Add +0.5% |
| VT Vanguard Tot World STK ETF | 10.88% | 1,515,162 | $237.8M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 6.73% | 1,720,778 | $147.1M | Add +4.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.43% | 2,311,111 | $140.5M | Add +5.1% |
| VOO Vanguard S&P 500 ETF | 5.26% | 167,407 | $115.0M | Add +1.9% |
| MUB iShares National Muni Bond E | 3.83% | 778,690 | $83.8M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 3.76% | 2,425,844 | $82.1M | Add +2.8% |
| VGK Vanguard Ftse Europe ETF | 3.31% | 817,271 | $72.4M | Add +4.7% |
| AAPL Apple Inc. | 2.56% | 193,597 | $56.0M | Add +6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.48% | 248,948 | $54.3M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.16% | 606,525 | $47.2M | Add +997.8% |
| MSFT Microsoft Corp. | 1.76% | 103,056 | $38.4M | Add +6.2% |
| NVDA Nvidia Corp. | 1.62% | 177,055 | $35.4M | Add +4.4% |
| EWJ iShares MSCI Japan ETF | 1.54% | 360,720 | $33.6M | Add +5.6% |
| AMZN Amazon.com Inc. | 1.29% | 118,524 | $28.2M | Add +18.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.27% | 1,106,976 | $27.7M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 1.19% | 72,545 | $25.9M | Add +14.6% |
| URTH iShares MSCI World ETF | 1.04% | 112,562 | $22.8M | Reduce -4.4% |
| GOOG Alphabet Inc. Class C | 0.94% | 58,140 | $20.5M | Add +10.3% |
| VYM Vanguard High DVD Yield ETF | 0.89% | 122,945 | $19.4M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.89% | 52,400 | $19.4M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 0.78% | 178,358 | $17.0M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.78% | 44,949 | $17.0M | Add +4.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.62% | 156,149 | $13.5M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 26,682 | $13.4M | Add +7.3% |
| JPM JPMorgan Chase & Co. | 0.57% | 38,089 | $12.5M | Add +6.6% |
| V Visa Inc. Class A | 0.49% | 31,305 | $10.7M | Add +14.3% |
| COST Costco Wholesale Corp. | 0.49% | 11,469 | $10.7M | Add +6.3% |
| EFA iShares MSCI Eafe ETF | 0.48% | 100,725 | $10.5M | Add +44.5% |
| MU Micron Technology Inc. | 0.45% | 8,574 | $9.9M | Add +16.7% |
| LLY Eli Lilly & Co. | 0.43% | 7,926 | $9.5M | Add +6.3% |
| BKLN Invesco Senior Loan ETF | 0.41% | 443,742 | $9.0M | Reduce -0.3% |
| PFF iShares Preferred & Income S | 0.40% | 284,867 | $8.7M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 104,938 | $8.6M | Add +10.5% |
| TSLA Tesla Inc. | 0.38% | 19,549 | $8.2M | Add +12.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 16,282 | $7.8M | Add +2.1% |
| IDV iShares International Select | 0.34% | 182,000 | $7.5M | No change |
| META Meta Platforms Inc. Class A | 0.34% | 13,190 | $7.4M | Reduce -8.8% |
| TLH iShares 10-20 Year Treasury | 0.32% | 70,568 | $7.1M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 95,901 | $6.8M | Add +12.6% |
| ABBV Abbvie Inc. | 0.27% | 23,439 | $5.9M | Add +12.8% |
| JNJ Johnson & Johnson | 0.24% | 20,743 | $5.3M | Add +2.2% |
| GLD SPDR Gold Shares | 0.24% | 14,217 | $5.2M | Add +52.5% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 13,096 | $4.9M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.22% | 37,088 | $4.8M | Reduce -1.3% |
| PWR Quanta Services Inc. | 0.21% | 6,464 | $4.7M | Reduce -5.1% |
| LRCX Lam Research Corp. | 0.21% | 10,468 | $4.5M | Add +3.0% |
| AMD Advanced Micro Devices | 0.21% | 7,735 | $4.5M | Add +16.9% |
| PAA Plains All Amer Pipeline LP | 0.20% | 200,924 | $4.5M | Add +4.2% |
| MA Mastercard Inc. Class A | 0.20% | 8,689 | $4.5M | Reduce -0.3% |
| HD Home Depot Inc. | 0.20% | 12,599 | $4.4M | Reduce -2.1% |
| SHW The Sherwin-Williams Co. | 0.20% | 12,776 | $4.4M | Add +5.1% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 72,572 | $4.3M | Add +6.0% |
| XOM Exxon Mobil Corp. | 0.20% | 31,610 | $4.3M | Add +0.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.20% | 44,000 | $4.3M | No change |
| AMAT Applied Materials Inc. | 0.19% | 5,881 | $4.3M | Add +24.6% |
| GEV GE Vernova Inc. | 0.19% | 3,573 | $4.2M | Add +5.6% |
| WFC Wells Fargo & Co. | 0.19% | 50,781 | $4.2M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 5,512 | $4.1M | Add +157.9% |
| CSCO Cisco Systems Inc. | 0.17% | 32,235 | $3.8M | Add +9.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 5 | $3.7M | No change |
| IVW iShares S&P 500 Growth ETF | 0.17% | 26,324 | $3.6M | Add +83.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.15% | 44,475 | $3.3M | Add +52.0% |
| IWF iShares Russell 1000 Growth | 0.15% | 25,793 | $3.2M | Reduce -0.6% |
| INTC Intel Corp. | 0.15% | 22,771 | $3.2M | Add +19.2% |
| SCHB Schwab US Broad Market ETF | 0.14% | 108,801 | $3.2M | No change |
| SUB iShares Short-Term National | 0.14% | 28,744 | $3.1M | Add +42.2% |
| BABA Alibaba Group Holding-SP ADR | 0.14% | 30,421 | $3.0M | Add +0.3% |
| CTAS Cintas Corp. | 0.13% | 17,159 | $2.9M | Add +4.6% |
| WMT Walmart Inc. | 0.13% | 25,437 | $2.9M | Add +2.9% |
| QCOM Qualcomm Inc. | 0.12% | 14,712 | $2.7M | Add +0.3% |
| CVX Chevron Corp. | 0.12% | 16,272 | $2.7M | Add +3.1% |
| BAC Bank of America Corp. | 0.12% | 47,290 | $2.7M | Add +3.1% |
| IWM iShares Russell 2000 ETF | 0.12% | 8,846 | $2.7M | Add +37.6% |
| IVV iShares Core S&P 500 ETF | 0.12% | 3,510 | $2.6M | Reduce -3.7% |
| UNP Union Pacific Corp. | 0.12% | 9,617 | $2.6M | Add +9.5% |
| CL Colgate-Palmolive Co. | 0.12% | 28,417 | $2.6M | Add +2.3% |
| STX Seagate Technology Holdings | 0.12% | 2,692 | $2.6M | Reduce -5.9% |
| RTX RTX Corp. | 0.12% | 13,509 | $2.6M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.12% | 18,665 | $2.5M | Reduce -3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 5,035 | $2.5M | Add +2.5% |
| APH Amphenol Corp. Class A | 0.11% | 13,762 | $2.4M | Add +51.6% |
| ETN Eaton Corp. PLC | 0.11% | 5,490 | $2.3M | Add +5.8% |
| SCHF Schwab Intl Equity ETF | 0.11% | 84,154 | $2.3M | Add +6.1% |
| PANW Palo Alto Networks Inc. | 0.10% | 6,714 | $2.3M | Add +15.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 14,672 | $2.2M | Add +3.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 70,728 | $2.2M | No change |
| IWD iShares Russell 1000 Value E | 0.10% | 8,898 | $2.2M | Add +27.7% |
| AVPT Avepoint Inc. | 0.10% | 187,493 | $2.1M | No change |
| AXP American Express Co. | 0.10% | 6,177 | $2.1M | Add +59.1% |
| CAT Caterpillar Inc. | 0.09% | 1,947 | $2.1M | Add +9.6% |
| PAGP Plains GP Holdings LP | 0.09% | 84,656 | $2.1M | Add +4.7% |
| NFLX Netflix Inc. | 0.09% | 28,633 | $2.0M | Reduce -0.9% |
| FOXF Fox Factory Holding Corp. | 0.09% | 120,198 | $2.0M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 25,437 | $2.0M | Add +36.2% |
| ADI Analog Devices Inc. | 0.09% | 4,836 | $1.9M | Add +13.1% |
| GS Goldman Sachs Group Inc. | 0.09% | 1,888 | $1.9M | Add +9.1% |
| CMI Cummins Inc. | 0.09% | 2,675 | $1.9M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.09% | 12,810 | $1.9M | Add +47.9% |
| MCO Moody's Corp. | 0.09% | 4,126 | $1.9M | Add +3.0% |
Options reported separately and not counted above: RH puts ($2.5M), LNG puts ($48K), LNG calls ($48K), VST calls ($32K).
Other holdings (8): bonds, preferreds, convertibles and warrants · $1.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 6,200 | $420K | No change |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | 9,000 | $404K | No change |
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | 3,847 | $194K | New |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 3,000 | $182K | No change |
| NOVANTA INC (NOVT 6.5 11/01/28) | UNIT 11/01/2028 | 2,265 | $153K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 100 | $125K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 60 | $69K | No change |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 552 | $27K | No change |
Total filed on the 13F, all lines: $2.2B.
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -8.8% | 0.34% | −0.11 |
| URTH iShares MSCI World ETF | Reduce -4.4% | 1.04% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 0.89% | −0.10 |
| BKLN Invesco Senior Loan ETF | Reduce -0.3% | 0.41% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -0.2% | 0.40% | −0.07 |
| TLH iShares 10-20 Year Treasury | Reduce -0.3% | 0.32% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.1% | 0.78% | −0.06 |
| NFLX Netflix Inc. | Reduce -0.9% | 0.09% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -26.4% | 0.06% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.12% | −0.05 |
| NBSD Neuberger Short Duration Inc. | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -10.0% | 0.08% | −0.04 |
| ARES Ares Management Corp. Class A | Reduce -65.1% | 0.02% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -69.7% | 0.02% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.20% | −0.03 |
| APA Apa Corp. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.22% | −0.03 |
| RTX RTX Corp. | Reduce -1.9% | 0.12% | −0.03 |
| HD Home Depot Inc. | Reduce -2.1% | 0.20% | −0.03 |
| CI The Cigna Group | Reduce -36.1% | 0.03% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -1.0% | 0.05% | −0.02 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.02 |
| BALL Ball Corp. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -1.2% | 0.03% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| FCX Freeport-McMoran Inc. | Reduce -42.2% | 0.02% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -14.0% | 0.04% | −0.02 |
| WGO Winnebago Industries | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -8.8% | 0.06% | −0.02 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.02 |
| MDT Medtronic PLC | Reduce -42.0% | 0.01% | −0.02 |
| CRI Carter's Inc. | Reduce -20.8% | 0.05% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -3.7% | 0.03% | −0.02 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.02 |
| WM Waste Management Inc. | Reduce -5.7% | 0.05% | −0.02 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.01 |
| FOXF Fox Factory Holding Corp. | Reduce -0.1% | 0.09% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.9% | 0.05% | −0.01 |
| PGR Progressive Corp. | Reduce -17.0% | 0.05% | −0.01 |
| NKE Nike Inc. Class B | Reduce -6.2% | 0.02% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.01 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -2.3% | 0.05% | −0.01 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.01 |
| COR Cencora Inc. | Sold out | 0.00% | −0.01 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.5% | 0.03% | −0.01 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.01 |
| EPD Enterprise Products Partners | Reduce -0.9% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +16.7% | 0.45% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +997.8% | 2.16% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +14.6% | 1.19% | +0.20 |
| AMZN Amazon.com Inc. | Add +18.7% | 1.29% | +0.16 |
| AMD Advanced Micro Devices | Add +16.9% | 0.21% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +157.9% | 0.19% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +10.3% | 0.94% | +0.12 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.5% | 11.54% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +44.5% | 0.48% | +0.11 |
| AMAT Applied Materials Inc. | Add +24.6% | 0.19% | +0.11 |
| INTC Intel Corp. | Add +19.2% | 0.15% | +0.10 |
| LRCX Lam Research Corp. | Add +3.0% | 0.21% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +83.5% | 0.17% | +0.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +3818.3% | 0.07% | +0.07 |
| FLOT iShares Floating Rate Bond E | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.36% | +0.06 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +52.0% | 0.15% | +0.06 |
| LLY Eli Lilly & Co. | Add +6.3% | 0.43% | +0.06 |
| REAL The Realreal Inc. | New | 0.06% | +0.06 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +4.8% | 0.78% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +15.0% | 0.10% | +0.05 |
| APH Amphenol Corp. Class A | Add +51.6% | 0.11% | +0.05 |
| CSCO Cisco Systems Inc. | Add +9.2% | 0.17% | +0.05 |
| SNDK Sandisk Corp. | Add +36.9% | 0.06% | +0.04 |
| VST Vistra Corp. | New | 0.04% | +0.04 |
| AAPL Apple Inc. | Add +6.2% | 2.56% | +0.04 |
| VNOM Viper Energy Inc. Class A | New | 0.04% | +0.04 |
| GLW Corning Inc. | Add +36.9% | 0.08% | +0.04 |
| RBLX Roblox Corp. Class A | New | 0.04% | +0.04 |
| PSA Public Storage | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +14.3% | 0.49% | +0.04 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +20.8% | 0.07% | +0.04 |
| UAL United Airlines Holdings Inc. | New | 0.04% | +0.04 |
| SPYI Neos S&P 500 High Income ETF | New | 0.03% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +37.6% | 0.12% | +0.03 |
| EOLS Evolus Inc. | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +31.5% | 0.08% | +0.03 |
| AXP American Express Co. | Add +59.1% | 0.10% | +0.03 |
| GEV GE Vernova Inc. | Add +5.6% | 0.19% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| SCJ iShares MSCI Japan Small-Cap | New | 0.03% | +0.03 |
| PTON Peloton Interactive Inc. Class A | New | 0.03% | +0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.03% | +0.03 |
| VLO Valero Energy Corp. | Add +87.1% | 0.07% | +0.03 |
| RDDT Reddit Inc. Class A | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +22.8% | 0.07% | +0.03 |
| CAT Caterpillar Inc. | Add +9.6% | 0.09% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +116.7% | 0.06% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| RH RH | put | New | 15,000 | $2.5M |
| LNG Cheniere Energy Inc. | put | New | 200 | $48K |
| LNG Cheniere Energy Inc. | call | New | 200 | $48K |
| VST Vistra Corp. | call | New | 200 | $32K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | New | 3,847 | $194K |
| NOVANTA INC (NOVT 6.5 11/01/28) | UNIT 11/01/2028 | New | 2,265 | $153K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 620 | $2.2B | MGK, VT, VXUS, SPYV, VOO |
| Q1 2026 | 518 | $1.8B | MGK, VT, VXUS, SPYV, VOO |
| Q4 2025 | 459 | $1.8B | MGK, VT, SPYV, VXUS, VOO |
| Q3 2025 | 407 | $1.6B | MGK, VT, SPYV, VXUS, VOO |
| Q2 2025 | 428 | $1.5B | MGK, VT, SPYV, VXUS, VOO |
| Q1 2025 | 366 | $1.2B | MGK, VT, SPYV, VOO, VXUS |
| Q4 2024 | 369 | $1.2B | MGK, VT, SPYV, VOO, VXUS |
| Q3 2024 | 328 | $1.2B | MGK, VT, SPYV, VOO, VXUS |
| Q2 2024 | 305 | $1.1B | MGK, VT, SPYV, VOO, VXUS |
| Q1 2024 | 296 | $999.7M | MGK, VT, SPYV, VOO, VXUS |