Angeles Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Angeles Wealth Management, LLC reported 305 stock positions worth $1.1 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 13.4% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.9%) and SS SPDR P S&P 500 Value ETF (SPYV, 7.2%). Compared with Q1 2024, it opened 31 new positions, sold out of 22, added to 143 and reduced 73. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +61%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.1B (Q2 2024)
- SEC Filing
- 0001398344-24-014046 ↗ filed Aug 7, 2024
Holdings Value
Holdings 305 stocks · $1.1B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 13.39% | 454,071 | $142.7M | Add +8.1% |
| VT Vanguard Tot World STK ETF | 11.89% | 1,124,393 | $126.6M | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.19% | 1,572,352 | $76.6M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 6.25% | 133,236 | $66.6M | Reduce -12.8% |
| VXUS Vanguard Total Intl Stock | 5.92% | 1,046,014 | $63.1M | Add +0.9% |
| SUB iShares Short-Term National | 5.06% | 515,194 | $53.9M | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 3.74% | 395,025 | $39.8M | Add +60.5% |
| MSFT Microsoft Corp. | 3.18% | 75,863 | $33.9M | Add +6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.62% | 173,868 | $27.9M | Reduce -5.9% |
| VGK Vanguard Ftse Europe ETF | 2.39% | 381,040 | $25.4M | Add +1.0% |
| AAPL Apple Inc. | 2.37% | 119,751 | $25.2M | Add +11.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.27% | 44,490 | $24.2M | Reduce -2.0% |
| ARES Ares Management Corp. Class A | 2.17% | 173,540 | $23.1M | Add +0.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.75% | 748,391 | $18.7M | Add +1.1% |
| URTH iShares MSCI World ETF | 1.67% | 120,427 | $17.8M | Reduce -10.1% |
| EWJ iShares MSCI Japan ETF | 1.56% | 242,861 | $16.6M | Add +5.5% |
| BKLN Invesco Senior Loan ETF | 1.50% | 761,801 | $16.0M | Add +3.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.42% | 185,356 | $15.1M | Add +7.6% |
| IXUS iShares Core Intl Stock ETF | 1.28% | 201,418 | $13.6M | Reduce -5.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.12% | 44,697 | $12.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.99% | 85,297 | $10.5M | Add +6.1% |
| AMZN Amazon.com Inc. | 0.84% | 46,082 | $8.9M | Add +6.4% |
| PFF iShares Preferred & Income S | 0.72% | 242,150 | $7.6M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.69% | 19,769 | $7.4M | No change |
| COST Costco Wholesale Corp. | 0.65% | 8,184 | $7.0M | Add +3.3% |
| VGSH Vanguard Short-Term Treasury | 0.63% | 115,860 | $6.7M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.60% | 34,775 | $6.4M | Add +15.8% |
| GOOGL Alphabet Inc. Class A | 0.48% | 27,905 | $5.1M | Add +21.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 126,656 | $5.0M | Add +8.0% |
| META Meta Platforms Inc. Class A | 0.39% | 8,195 | $4.1M | Add +15.5% |
| LLY Eli Lilly & Co. | 0.37% | 4,407 | $4.0M | Add +8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 9,783 | $4.0M | Add +18.2% |
| HD Home Depot Inc. | 0.37% | 11,427 | $3.9M | Add +5.7% |
| SHW The Sherwin-Williams Co. | 0.33% | 11,925 | $3.6M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.32% | 27,412 | $3.4M | Add +3.9% |
| V Visa Inc. Class A | 0.29% | 11,784 | $3.1M | Add +7.2% |
| JPM JPMorgan Chase & Co. | 0.27% | 14,083 | $2.8M | Add +18.8% |
| XOM Exxon Mobil Corp. | 0.24% | 22,619 | $2.6M | Add +13.8% |
| CL Colgate-Palmolive Co. | 0.24% | 25,929 | $2.5M | Add +4.6% |
| DFUV Dimensional US Marketwide Va | 0.23% | 61,448 | $2.4M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.22% | 5,219 | $2.3M | Add +10.3% |
| PEP Pepsico Inc. | 0.21% | 13,495 | $2.2M | Add +8.5% |
| IWF iShares Russell 1000 Growth | 0.20% | 5,932 | $2.2M | Add +39.8% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 3,902 | $2.2M | Add +2.5% |
| ABBV Abbvie Inc. | 0.20% | 12,560 | $2.2M | Add +29.4% |
| IVV iShares Core S&P 500 ETF | 0.20% | 3,924 | $2.1M | Reduce -18.0% |
| ISRG Intuitive Surgical Inc. | 0.20% | 4,728 | $2.1M | Reduce -0.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 14,123 | $2.0M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.18% | 12,960 | $1.9M | Reduce -7.8% |
| AMBP Ardagh Metal Packaging SA | 0.15% | 485,135 | $1.6M | No change |
| MCO Moody's Corp. | 0.15% | 3,871 | $1.6M | Add +0.7% |
| PWR Quanta Services Inc. | 0.14% | 5,926 | $1.5M | Add +1.0% |
| CTAS Cintas Corp. | 0.14% | 2,121 | $1.5M | Add +4.0% |
| NFLX Netflix Inc. | 0.14% | 2,177 | $1.5M | Add +9.4% |
| AVGO Broadcom Inc. | 0.14% | 900 | $1.4M | Add +2.5% |
| TSLA Tesla Inc. | 0.14% | 7,288 | $1.4M | Add +28.2% |
| UNP Union Pacific Corp. | 0.13% | 6,256 | $1.4M | Add +5.6% |
| BX Blackstone Inc. | 0.13% | 11,417 | $1.4M | Reduce -1.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.13% | 20,716 | $1.4M | Add +7.8% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 7,585 | $1.4M | Add +0.2% |
| AVUS Avantis U.S. Equity ETF | 0.13% | 14,976 | $1.4M | Reduce -24.2% |
| UNH Unitedhealth Group Inc. | 0.12% | 2,606 | $1.3M | Add +19.5% |
| QCOM Qualcomm Inc. | 0.12% | 6,314 | $1.3M | Add +25.4% |
| ACWV iShares MSCI Global Min Vol | 0.11% | 11,657 | $1.2M | No change |
| CVX Chevron Corp. | 0.11% | 7,544 | $1.2M | Add +35.6% |
| CPNG Coupang Inc. | 0.11% | 54,604 | $1.1M | No change |
| NKE Nike Inc. Class B | 0.11% | 14,955 | $1.1M | Add +3.4% |
| ABT Abbott Laboratories | 0.10% | 10,176 | $1.1M | Add +28.6% |
| LIN Linde PLC | 0.10% | 2,347 | $1.0M | Reduce -2.9% |
| ADBE Adobe Inc. | 0.09% | 1,818 | $1.0M | Add +27.2% |
| EVR Evercore Inc. Class A | 0.09% | 4,800 | $1.0M | No change |
| PG The Procter & Gamble Co. | 0.09% | 6,047 | $997K | Add +24.2% |
| DHR Danaher Corp. | 0.09% | 3,985 | $996K | Add +9.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.09% | 79,229 | $994K | Reduce -0.2% |
| NOW ServiceNow Inc. | 0.09% | 1,248 | $982K | Add +15.7% |
| RSG Republic Services Inc. | 0.09% | 4,859 | $944K | Add +1.0% |
| XLE SS Energy Select Sector | 0.09% | 10,305 | $939K | Add +5.1% |
| MSI Motorola Solutions Inc. | 0.09% | 2,382 | $920K | Add +2.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 13,983 | $918K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 9,119 | $905K | Add +9.8% |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 16,964 | $900K | No change |
| COP Conocophillips | 0.08% | 7,820 | $894K | Reduce -5.0% |
| WFC Wells Fargo & Co. | 0.08% | 15,009 | $891K | Add +119.3% |
| CRM Salesforce Inc. | 0.08% | 3,393 | $872K | Reduce -19.9% |
| DFIC Dimensional International Co. | 0.08% | 32,750 | $861K | Reduce -24.4% |
| RTX RTX Corp. | 0.08% | 8,563 | $860K | Add +11.3% |
| IWM iShares Russell 2000 ETF | 0.08% | 4,181 | $848K | Add +19.2% |
| MDU Mdu Resources Group Inc. | 0.08% | 33,481 | $840K | No change |
| KO The Coca-Cola Co. | 0.08% | 13,159 | $838K | Add +18.0% |
| PGR Progressive Corp. | 0.08% | 3,987 | $828K | Add +11.4% |
| WMT Walmart Inc. | 0.08% | 12,173 | $824K | Add +16.1% |
| ACN Accenture PLC Class A | 0.07% | 2,632 | $799K | Reduce -4.3% |
| MCD McDonald's Corp. | 0.07% | 3,005 | $766K | Add +5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,597 | $765K | Add +3.6% |
| ADI Analog Devices Inc. | 0.07% | 3,311 | $756K | Add +17.2% |
| DUHP Dimensional US High Profi Et | 0.07% | 23,433 | $750K | Reduce -15.6% |
| PAGP Plains GP Holdings LP | 0.07% | 39,649 | $746K | No change |
| BKNG Booking Holdings Inc. | 0.07% | 188 | $745K | Add +77.4% |
| LOW Lowe's Cos Inc. | 0.07% | 3,375 | $744K | Add +112.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 6,602 | $727K | Reduce -0.1% |
Portfolio Sells Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Reduce -12.8% | 6.25% | −1.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.1% | 7.19% | −0.86 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.9% | 2.62% | −0.39 |
| URTH iShares MSCI World ETF | Reduce -10.1% | 1.67% | −0.27 |
| IXUS iShares Core Intl Stock ETF | Reduce -5.2% | 1.28% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Reduce -9.0% | 0.63% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 2.27% | −0.10 |
| SHW The Sherwin-Williams Co. | Reduce -2.0% | 0.33% | −0.09 |
| AVUS Avantis U.S. Equity ETF | Reduce -24.2% | 0.13% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -18.0% | 0.20% | −0.05 |
| CRM Salesforce Inc. | Reduce -19.9% | 0.08% | −0.05 |
| JNJ Johnson & Johnson | Reduce -7.8% | 0.18% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 1.12% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -63.9% | 0.02% | −0.04 |
| LGIH Lgi Homes Inc. | Reduce -16.3% | 0.06% | −0.04 |
| DFIC Dimensional International Co. | Reduce -24.4% | 0.08% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -50.1% | 0.03% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -2.7% | 0.23% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.03 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.03 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.02 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.02 |
| COP Conocophillips | Reduce -5.0% | 0.08% | −0.02 |
| ACN Accenture PLC Class A | Reduce -4.3% | 0.07% | −0.02 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -1.0% | 0.13% | −0.02 |
| INTC Intel Corp. | Reduce -12.4% | 0.03% | −0.02 |
| DUHP Dimensional US High Profi Et | Reduce -15.6% | 0.07% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -11.7% | 0.04% | −0.02 |
| LIN Linde PLC | Reduce -2.9% | 0.10% | −0.02 |
| AMD Advanced Micro Devices | Reduce -4.2% | 0.06% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -30.3% | 0.03% | −0.01 |
| CI The Cigna Group | Reduce -15.3% | 0.03% | −0.01 |
| DISV Dimensional International SM | Reduce -60.5% | 0.01% | −0.01 |
| F Ford Motor Co. | Reduce -0.2% | 0.09% | −0.01 |
| CSX CSX Corp. | Reduce -16.4% | 0.03% | −0.01 |
| SBUX Starbucks Corp. | Reduce -16.8% | 0.02% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -57.9% | 0.01% | −0.01 |
| MAR Marriott International Class A | Reduce -10.2% | 0.04% | −0.01 |
| DOW Dow Inc. | Reduce -20.4% | 0.02% | −0.01 |
| GE General Electric | Reduce -2.4% | 0.04% | −0.01 |
| HAL Halliburton Co. | Reduce -12.2% | 0.02% | −0.01 |
| BBRE JPM Betabldrs MSCI US REIT | Reduce -40.0% | 0.01% | −0.01 |
| FISV Fiserv Inc. | Reduce -12.1% | 0.03% | −0.01 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.05% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -32.4% | 0.01% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -33.3% | 0.01% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -39.0% | 0.01% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| SCHG Schwab US Large-Cap Growth | Add +60.5% | 3.74% | +1.46 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +8.1% | 13.39% | +1.35 |
| AAPL Apple Inc. | Add +11.9% | 2.37% | +0.53 |
| NVDA Nvidia Corp. | Add +6.1% | 0.99% | +0.26 |
| MSFT Microsoft Corp. | Add +6.3% | 3.18% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +15.8% | 0.60% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +21.4% | 0.48% | +0.13 |
| VT Vanguard Tot World STK ETF | Add +5.4% | 11.89% | +0.09 |
| COST Costco Wholesale Corp. | Add +3.3% | 0.65% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +39.8% | 0.20% | +0.06 |
| LLY Eli Lilly & Co. | Add +8.7% | 0.37% | +0.06 |
| SAFE Safehold Inc. | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +6.4% | 0.84% | +0.05 |
| WFC Wells Fargo & Co. | Add +119.3% | 0.08% | +0.04 |
| META Meta Platforms Inc. Class A | Add +15.5% | 0.39% | +0.04 |
| STX Seagate Technology Holdings | New | 0.04% | +0.04 |
| EOG EOG Resources Inc. | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +28.2% | 0.14% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +25.4% | 0.12% | +0.03 |
| BKNG Booking Holdings Inc. | Add +77.4% | 0.07% | +0.03 |
| FDX FedEx Corp. | New | 0.03% | +0.03 |
| MRSH Marsh & McLennan Cos | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +18.8% | 0.27% | +0.03 |
| LOW Lowe's Cos Inc. | Add +112.9% | 0.07% | +0.03 |
| AMT American Tower Corp. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +8.0% | 0.47% | +0.03 |
| ABBV Abbvie Inc. | Add +29.4% | 0.20% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.2% | 0.37% | +0.03 |
| GWW WW Grainger Inc. | New | 0.02% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| VRSK Verisk Analytics Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +35.6% | 0.11% | +0.02 |
| ORCL Oracle Corp. | Add +44.2% | 0.07% | +0.02 |
| ADBE Adobe Inc. | Add +27.2% | 0.09% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | New | 0.02% | +0.02 |
| TXRH Texas Roadhouse Inc. | New | 0.02% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| HPQ HP Inc. | New | 0.02% | +0.02 |
| MSCI MSCI Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +2.5% | 0.14% | +0.02 |
| TMUS T-Mobile US Inc. | Add +53.7% | 0.05% | +0.02 |
| MU Micron Technology Inc. | Add +43.5% | 0.06% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.1% | 0.06% | +0.02 |
| NFLX Netflix Inc. | Add +9.4% | 0.14% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +19.5% | 0.12% | +0.02 |
| ADI Analog Devices Inc. | Add +17.2% | 0.07% | +0.01 |
| PG The Procter & Gamble Co. | Add +24.2% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +16.1% | 0.08% | +0.01 |
| LMT Lockheed Martin Corp. | Add +43.6% | 0.05% | +0.01 |
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 |