Angeles Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Angeles Wealth Management, LLC reported 296 stock positions worth $999.7 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 12.0% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.8%) and SS SPDR P S&P 500 Value ETF (SPYV, 8.0%). Compared with Q4 2023, it opened 51 new positions, sold out of 13, added to 142 and reduced 44. The biggest buy was a new position in Schwab US Large-Cap Growth (SCHG) and the biggest sale iShares Core Intl Stock ETF (IXUS, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $999.7M (Q1 2024)
- SEC Filing
- 0001398344-24-008990 ↗ filed May 8, 2024
Holdings Value
Holdings 296 stocks · $999.7M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 12.04% | 420,090 | $120.4M | Add +20.7% |
| VT Vanguard Tot World STK ETF | 11.79% | 1,066,891 | $117.9M | Add +26.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 8.05% | 1,606,015 | $80.5M | Add +20.0% |
| VOO Vanguard S&P 500 ETF | 7.34% | 152,706 | $73.4M | Add +7.3% |
| VXUS Vanguard Total Intl Stock | 6.25% | 1,036,633 | $62.5M | Reduce -0.9% |
| SUB iShares Short-Term National | 5.37% | 512,989 | $53.7M | Add +6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.01% | 184,718 | $30.1M | Reduce -7.6% |
| MSFT Microsoft Corp. | 3.00% | 71,378 | $30.0M | Add +6.3% |
| VGK Vanguard Ftse Europe ETF | 2.54% | 377,367 | $25.4M | Add +14.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.37% | 45,389 | $23.7M | Add +6.5% |
| ARES Ares Management Corp. Class A | 2.31% | 173,339 | $23.1M | Add +20.2% |
| SCHG Schwab US Large-Cap Growth | 2.28% | 246,083 | $22.8M | New |
| URTH iShares MSCI World ETF | 1.94% | 133,902 | $19.4M | Reduce -7.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.87% | 740,167 | $18.7M | Add +12.3% |
| AAPL Apple Inc. | 1.84% | 107,010 | $18.4M | Add +8.7% |
| EWJ iShares MSCI Japan ETF | 1.64% | 230,275 | $16.4M | New |
| BKLN Invesco Senior Loan ETF | 1.56% | 737,784 | $15.6M | Add +12.7% |
| IXUS iShares Core Intl Stock ETF | 1.44% | 212,503 | $14.4M | Reduce -38.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.41% | 172,267 | $14.1M | Add +15.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.16% | 44,726 | $11.6M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.78% | 43,302 | $7.8M | Reduce -13.0% |
| PFF iShares Preferred & Income S | 0.78% | 240,390 | $7.7M | Add +10.0% |
| VGSH Vanguard Short-Term Treasury | 0.74% | 127,360 | $7.4M | Reduce -10.7% |
| NVDA Nvidia Corp. | 0.73% | 8,036 | $7.3M | Add +25.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.68% | 19,769 | $6.8M | Reduce -17.6% |
| COST Costco Wholesale Corp. | 0.58% | 7,926 | $5.8M | Add +2.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 30,018 | $4.6M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 117,310 | $4.4M | Add +2.2% |
| SHW The Sherwin-Williams Co. | 0.42% | 12,173 | $4.2M | Add +1.6% |
| HD Home Depot Inc. | 0.41% | 10,808 | $4.1M | Add +12.4% |
| MRK Merck & Co. Inc. | 0.35% | 26,382 | $3.5M | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 8,278 | $3.5M | Add +9.6% |
| GOOGL Alphabet Inc. Class A | 0.35% | 22,994 | $3.5M | Add +27.8% |
| META Meta Platforms Inc. Class A | 0.34% | 7,097 | $3.4M | Add +31.4% |
| LLY Eli Lilly & Co. | 0.32% | 4,053 | $3.2M | Add +18.9% |
| V Visa Inc. Class A | 0.31% | 10,992 | $3.1M | Add +14.3% |
| DFUV Dimensional US Marketwide Va | 0.26% | 63,148 | $2.6M | No change |
| IVV iShares Core S&P 500 ETF | 0.25% | 4,784 | $2.5M | Reduce -6.2% |
| JPM JPMorgan Chase & Co. | 0.24% | 11,855 | $2.4M | Add +12.4% |
| XOM Exxon Mobil Corp. | 0.23% | 19,873 | $2.3M | Add +8.7% |
| MA Mastercard Inc. Class A | 0.23% | 4,733 | $2.3M | Add +18.4% |
| CL Colgate-Palmolive Co. | 0.22% | 24,784 | $2.2M | Add +9.2% |
| JNJ Johnson & Johnson | 0.22% | 14,057 | $2.2M | Reduce -5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 3,807 | $2.2M | Add +0.7% |
| PEP Pepsico Inc. | 0.22% | 12,436 | $2.2M | Add +5.5% |
| ISRG Intuitive Surgical Inc. | 0.19% | 4,746 | $1.9M | Add +2.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 14,167 | $1.8M | Add +0.3% |
| ABBV Abbvie Inc. | 0.18% | 9,710 | $1.8M | Add +10.7% |
| AVUS Avantis U.S. Equity ETF | 0.18% | 19,750 | $1.8M | Add +28.0% |
| AMBP Ardagh Metal Packaging SA | 0.17% | 485,135 | $1.7M | No change |
| PWR Quanta Services Inc. | 0.15% | 5,868 | $1.5M | Add +1.4% |
| BX Blackstone Inc. | 0.15% | 11,537 | $1.5M | Add +1.4% |
| MCO Moody's Corp. | 0.15% | 3,845 | $1.5M | Add +0.3% |
| UNP Union Pacific Corp. | 0.15% | 5,922 | $1.5M | Add +3.6% |
| IWF iShares Russell 1000 Growth | 0.14% | 4,242 | $1.4M | No change |
| CTAS Cintas Corp. | 0.14% | 2,040 | $1.4M | Add +4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 7,569 | $1.4M | Add +1.3% |
| NKE Nike Inc. Class B | 0.14% | 14,463 | $1.4M | Add +1.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.13% | 19,218 | $1.3M | No change |
| CRM Salesforce Inc. | 0.13% | 4,238 | $1.3M | Add +14.3% |
| ACWV iShares MSCI Global Min Vol | 0.12% | 11,657 | $1.2M | No change |
| NFLX Netflix Inc. | 0.12% | 1,990 | $1.2M | Add +27.4% |
| AVGO Broadcom Inc. | 0.12% | 878 | $1.2M | Add +82.5% |
| DFIC Dimensional International Co. | 0.12% | 43,295 | $1.2M | Add +34.2% |
| LIN Linde PLC | 0.11% | 2,416 | $1.1M | Add +32.5% |
| UNH Unitedhealth Group Inc. | 0.11% | 2,180 | $1.1M | Add +32.7% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.11% | 79,403 | $1.1M | Add +2.7% |
| COP Conocophillips | 0.10% | 8,229 | $1.0M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 8,301 | $1.0M | Add +7.2% |
| TSLA Tesla Inc. | 0.10% | 5,683 | $999K | Add +66.1% |
| CPNG Coupang Inc. | 0.10% | 54,604 | $971K | No change |
| ACN Accenture PLC Class A | 0.10% | 2,750 | $953K | Add +0.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 13,983 | $939K | No change |
| XLE SS Energy Select Sector | 0.09% | 9,805 | $926K | Reduce -1.5% |
| EVR Evercore Inc. Class A | 0.09% | 4,800 | $924K | Add +0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 16,964 | $923K | No change |
| RSG Republic Services Inc. | 0.09% | 4,812 | $921K | Reduce -0.1% |
| LGIH Lgi Homes Inc. | 0.09% | 7,838 | $912K | Reduce -4.0% |
| DHR Danaher Corp. | 0.09% | 3,630 | $906K | Add +2.7% |
| ABT Abbott Laboratories | 0.09% | 7,915 | $900K | Add +26.7% |
| CVX Chevron Corp. | 0.09% | 5,562 | $877K | Add +3.8% |
| DUHP Dimensional US High Profi Et | 0.09% | 27,754 | $877K | Add +137.6% |
| QCOM Qualcomm Inc. | 0.09% | 5,036 | $853K | Add +17.3% |
| MDU Mdu Resources Group Inc. | 0.08% | 33,481 | $844K | No change |
| NOW ServiceNow Inc. | 0.08% | 1,079 | $823K | Add +10.4% |
| MSI Motorola Solutions Inc. | 0.08% | 2,316 | $822K | Reduce -1.4% |
| MCD McDonald's Corp. | 0.08% | 2,846 | $802K | Add +5.2% |
| AMD Advanced Micro Devices | 0.08% | 4,387 | $792K | Add +9.8% |
| PG The Procter & Gamble Co. | 0.08% | 4,869 | $790K | Add +32.2% |
| RTX RTX Corp. | 0.08% | 7,695 | $750K | Add +16.6% |
| PGR Progressive Corp. | 0.07% | 3,578 | $740K | Add +6.8% |
| IWM iShares Russell 2000 ETF | 0.07% | 3,507 | $738K | No change |
| PAGP Plains GP Holdings LP | 0.07% | 39,649 | $724K | No change |
| ADBE Adobe Inc. | 0.07% | 1,429 | $721K | Add +3.6% |
| BALL Ball Corp. | 0.07% | 10,607 | $714K | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 5,902 | $714K | Reduce -51.3% |
| EEM iShares MSCI Emerging Market | 0.07% | 17,254 | $709K | Reduce -30.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,542 | $685K | Reduce -42.4% |
| KO The Coca-Cola Co. | 0.07% | 11,149 | $682K | Add +2.4% |
| KNF Knife River Corp. | 0.07% | 8,375 | $679K | Add +0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| IXUS iShares Core Intl Stock ETF | Reduce -38.8% | 1.44% | −1.30 |
| VXUS Vanguard Total Intl Stock | Reduce -0.9% | 6.25% | −1.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.6% | 3.01% | −0.63 |
| URTH iShares MSCI World ETF | Reduce -7.5% | 1.94% | −0.40 |
| IWB iShares Russell 1000 ETF | Reduce -96.9% | 0.01% | −0.29 |
| VGSH Vanguard Short-Term Treasury | Reduce -10.7% | 0.74% | −0.27 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -17.6% | 0.68% | −0.23 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 1.16% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -13.0% | 0.78% | −0.14 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -51.3% | 0.07% | −0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -57.4% | 0.05% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.46% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -42.4% | 0.07% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -93.8% | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -5.0% | 0.22% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -30.2% | 0.07% | −0.05 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -6.2% | 0.25% | −0.05 |
| LGIH Lgi Homes Inc. | Reduce -4.0% | 0.09% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -54.0% | 0.02% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -95.5% | 0.00% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.03 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.03 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -37.3% | 0.03% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -34.8% | 0.02% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -39.4% | 0.02% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.7% | 0.05% | −0.02 |
| RVTY Revvity Inc. | Reduce -0.3% | 0.06% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -22.8% | 0.03% | −0.01 |
| IHE iShares US Pharmaceuticals E | Sold out | 0.00% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -11.2% | 0.04% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -49.2% | 0.01% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -5.1% | 0.04% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Reduce -55.2% | 0.01% | −0.01 |
| CCI Crown Castle Inc. | Reduce -4.5% | 0.02% | −0.01 |
| XLE SS Energy Select Sector | Reduce -1.5% | 0.09% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.3% | 0.04% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -16.6% | 0.02% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -1.4% | 0.08% | −0.01 |
| CSX CSX Corp. | Reduce -3.2% | 0.04% | −0.01 |
| CARR Carrier Global Corp. | Reduce -7.6% | 0.02% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.2% | 0.02% | −0.00 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.09% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.3% | 0.02% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| SCHG Schwab US Large-Cap Growth | New | 2.28% | +2.28 |
| EWJ iShares MSCI Japan ETF | New | 1.64% | +1.64 |
| VT Vanguard Tot World STK ETF | Add +26.2% | 11.79% | +1.19 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +20.7% | 12.04% | +1.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +20.0% | 8.05% | +0.45 |
| NVDA Nvidia Corp. | Add +25.3% | 0.73% | +0.34 |
| ARES Ares Management Corp. Class A | Add +20.2% | 2.31% | +0.22 |
| META Meta Platforms Inc. Class A | Add +31.4% | 0.34% | +0.11 |
| LLY Eli Lilly & Co. | Add +18.9% | 0.32% | +0.07 |
| AVGO Broadcom Inc. | Add +82.5% | 0.12% | +0.05 |
| DUHP Dimensional US High Profi Et | Add +137.6% | 0.09% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +27.8% | 0.35% | +0.04 |
| BKNG Booking Holdings Inc. | New | 0.04% | +0.04 |
| ELV Elevance Health Inc. | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| VLUE iShares MSCI USA Value Facto | New | 0.03% | +0.03 |
| UPS United Parcel Service Class B | New | 0.03% | +0.03 |
| HAL Halliburton Co. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | New | 0.03% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +27.4% | 0.12% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| PXD Pioneer Natural Resources Co. | New | 0.03% | +0.03 |
| CB Chubb Ltd. | New | 0.03% | +0.03 |
| DIHP Dimensional International Hi | Add +146.6% | 0.05% | +0.03 |
| INTU Intuit Inc. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +8.4% | 0.35% | +0.03 |
| DPZ Domino's Pizza Inc. | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +499.5% | 0.03% | +0.02 |
| AVUS Avantis U.S. Equity ETF | Add +28.0% | 0.18% | +0.02 |
| ABNB Airbnb Inc. Class A | New | 0.02% | +0.02 |
| ITW Illinois Tool Works | New | 0.02% | +0.02 |
| GE General Electric | Add +51.9% | 0.05% | +0.02 |
| ECL Ecolab Inc. | New | 0.02% | +0.02 |
| MCK McKesson Corp. | New | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | New | 0.02% | +0.02 |
| LIN Linde PLC | Add +32.5% | 0.11% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | New | 0.02% | +0.02 |
| HCA HCA Healthcare Inc. | New | 0.02% | +0.02 |
| WCN Waste Connections Inc. | New | 0.02% | +0.02 |
| ENFR Alerian Energy Infrastructur | New | 0.02% | +0.02 |
| KMI Kinder Morgan Inc. | New | 0.02% | +0.02 |
| TGT Target Corp. | New | 0.02% | +0.02 |
| FCX Freeport-McMoran Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +18.4% | 0.23% | +0.02 |
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 |