Angeles Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 29, 2024), Angeles Wealth Management, LLC reported 328 stock positions worth $1.2 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 13.7% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 12.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 7.9%). Compared with Q2 2024, it opened 51 new positions, sold out of 28, added to 139 and reduced 81. The biggest buy was a new position in iShares National Muni Bond E (MUB) and the biggest sale iShares Short-Term National (SUB, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001398344-24-019597 ↗ filed Oct 29, 2024
Holdings Value
Holdings 328 stocks · $1.2B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 13.66% | 492,603 | $158.6M | Add +8.5% |
| VT Vanguard Tot World STK ETF | 12.06% | 1,170,198 | $140.1M | Add +4.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.88% | 1,730,993 | $91.5M | Add +10.1% |
| VOO Vanguard S&P 500 ETF | 6.26% | 137,706 | $72.7M | Add +3.4% |
| VXUS Vanguard Total Intl Stock | 5.97% | 1,071,121 | $69.3M | Add +2.4% |
| MUB iShares National Muni Bond E | 5.47% | 584,123 | $63.5M | New |
| SCHG Schwab US Large-Cap Growth | 4.01% | 447,160 | $46.6M | Add +13.2% |
| MSFT Microsoft Corp. | 2.84% | 76,578 | $33.0M | Add +0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.73% | 181,350 | $31.7M | Add +4.3% |
| AAPL Apple Inc. | 2.55% | 127,059 | $29.6M | Add +6.1% |
| VGK Vanguard Ftse Europe ETF | 2.40% | 392,004 | $27.9M | Add +2.9% |
| ARES Ares Management Corp. Class A | 2.33% | 173,341 | $27.0M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.16% | 43,722 | $25.1M | Reduce -1.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.62% | 730,346 | $18.8M | Reduce -2.4% |
| URTH iShares MSCI World ETF | 1.61% | 119,362 | $18.7M | Reduce -0.9% |
| EWJ iShares MSCI Japan ETF | 1.55% | 251,638 | $18.0M | Add +3.6% |
| IXUS iShares Core Intl Stock ETF | 1.22% | 195,108 | $14.2M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 44,478 | $12.6M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.92% | 87,992 | $10.7M | Add +3.2% |
| AMZN Amazon.com Inc. | 0.75% | 46,882 | $8.7M | Add +1.7% |
| COST Costco Wholesale Corp. | 0.68% | 8,918 | $7.9M | Add +9.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.65% | 19,759 | $7.6M | Reduce -0.1% |
| PFF iShares Preferred & Income S | 0.56% | 194,925 | $6.5M | Reduce -19.5% |
| BKLN Invesco Senior Loan ETF | 0.55% | 304,589 | $6.4M | Reduce -60.0% |
| GOOG Alphabet Inc. Class C | 0.50% | 34,599 | $5.8M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.44% | 8,834 | $5.1M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 10,672 | $4.9M | Add +9.1% |
| HD Home Depot Inc. | 0.42% | 12,116 | $4.9M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.41% | 28,795 | $4.8M | Add +3.2% |
| SHW The Sherwin-Williams Co. | 0.40% | 12,131 | $4.6M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.37% | 4,804 | $4.3M | Add +9.0% |
| V Visa Inc. Class A | 0.35% | 14,864 | $4.1M | Add +26.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.34% | 46,939 | $3.9M | Reduce -74.7% |
| TLH iShares 10-20 Year Treasury | 0.33% | 35,415 | $3.9M | New |
| MRK Merck & Co. Inc. | 0.31% | 31,242 | $3.5M | Add +14.0% |
| IWF iShares Russell 1000 Growth | 0.28% | 8,719 | $3.3M | Add +47.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 14,739 | $3.1M | Add +4.7% |
| MA Mastercard Inc. Class A | 0.26% | 6,150 | $3.0M | Add +17.8% |
| CL Colgate-Palmolive Co. | 0.24% | 26,645 | $2.8M | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.24% | 23,478 | $2.8M | Add +3.8% |
| SUB iShares Short-Term National | 0.22% | 24,400 | $2.6M | Reduce -95.3% |
| ABBV Abbvie Inc. | 0.22% | 13,067 | $2.6M | Add +4.0% |
| JNJ Johnson & Johnson | 0.22% | 15,837 | $2.6M | Add +22.2% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 3,921 | $2.4M | Add +0.5% |
| PEP Pepsico Inc. | 0.21% | 14,134 | $2.4M | Add +4.7% |
| DFUV Dimensional US Marketwide Va | 0.20% | 55,598 | $2.3M | Reduce -9.5% |
| TSLA Tesla Inc. | 0.20% | 8,794 | $2.3M | Add +20.7% |
| ISRG Intuitive Surgical Inc. | 0.19% | 4,604 | $2.3M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.19% | 3,853 | $2.2M | Reduce -1.8% |
| AVGO Broadcom Inc. | 0.19% | 12,586 | $2.2M | Add +39.8% |
| MCO Moody's Corp. | 0.16% | 3,891 | $1.8M | Add +0.5% |
| BX Blackstone Inc. | 0.15% | 11,600 | $1.8M | Add +1.6% |
| NFLX Netflix Inc. | 0.15% | 2,501 | $1.8M | Add +14.9% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 8,836 | $1.7M | Add +16.5% |
| CTAS Cintas Corp. | 0.14% | 8,088 | $1.7M | Reduce -4.7% |
| PWR Quanta Services Inc. | 0.14% | 5,569 | $1.7M | Reduce -6.0% |
| QCOM Qualcomm Inc. | 0.14% | 9,759 | $1.7M | Add +54.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 13,694 | $1.6M | Reduce -3.0% |
| UNP Union Pacific Corp. | 0.14% | 6,510 | $1.6M | Add +4.1% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,711 | $1.6M | Add +4.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.13% | 20,716 | $1.5M | No change |
| SAFE Safehold Inc. | 0.12% | 53,817 | $1.4M | Add +77.5% |
| CPNG Coupang Inc. | 0.12% | 54,615 | $1.3M | Add +0.0% |
| NOW ServiceNow Inc. | 0.11% | 1,465 | $1.3M | Add +17.4% |
| EVR Evercore Inc. Class A | 0.11% | 4,816 | $1.2M | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.10% | 14,292 | $1.2M | Add +94.3% |
| NKE Nike Inc. Class B | 0.10% | 13,389 | $1.2M | Reduce -10.5% |
| CVX Chevron Corp. | 0.10% | 7,973 | $1.2M | Add +5.7% |
| LIN Linde PLC | 0.10% | 2,445 | $1.2M | Add +4.2% |
| PAGP Plains GP Holdings LP | 0.10% | 62,989 | $1.2M | Add +58.9% |
| ADBE Adobe Inc. | 0.10% | 2,228 | $1.2M | Add +22.6% |
| ABT Abbott Laboratories | 0.10% | 9,861 | $1.1M | Reduce -3.1% |
| AVUS Avantis U.S. Equity ETF | 0.10% | 11,790 | $1.1M | Reduce -21.3% |
| DHR Danaher Corp. | 0.10% | 4,025 | $1.1M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.09% | 6,196 | $1.1M | Add +2.5% |
| MSI Motorola Solutions Inc. | 0.09% | 2,293 | $1.0M | Reduce -3.7% |
| MCD McDonald's Corp. | 0.09% | 3,380 | $1.0M | Add +12.5% |
| ACN Accenture PLC Class A | 0.09% | 2,905 | $1.0M | Add +10.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 2,097 | $1.0M | Add +31.3% |
| PGR Progressive Corp. | 0.09% | 4,025 | $1.0M | Add +0.9% |
| CRM Salesforce Inc. | 0.09% | 3,729 | $1.0M | Add +9.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 25,489 | $1.0M | Reduce -79.9% |
| XLE SS Energy Select Sector | 0.09% | 11,405 | $1.0M | Add +10.7% |
| RTX RTX Corp. | 0.09% | 8,191 | $992K | Reduce -4.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.09% | 13,983 | $990K | No change |
| WMT Walmart Inc. | 0.09% | 12,215 | $986K | Add +0.3% |
| KO The Coca-Cola Co. | 0.08% | 13,719 | $986K | Add +4.3% |
| RSG Republic Services Inc. | 0.08% | 4,844 | $973K | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.08% | 227 | $956K | Add +20.7% |
| DUHP Dimensional US High Profi Et | 0.08% | 27,500 | $937K | Add +17.4% |
| IWM iShares Russell 2000 ETF | 0.08% | 4,181 | $924K | No change |
| MDU Mdu Resources Group Inc. | 0.08% | 33,481 | $918K | No change |
| LOW Lowe's Cos Inc. | 0.08% | 3,293 | $892K | Reduce -2.4% |
| ORCL Oracle Corp. | 0.07% | 4,986 | $850K | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 8,850 | $847K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 79,704 | $842K | Add +0.6% |
| WFC Wells Fargo & Co. | 0.07% | 14,865 | $840K | Reduce -1.0% |
| COP Conocophillips | 0.07% | 7,954 | $837K | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 7,068 | $831K | Add +7.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 8,604 | $828K | Reduce -5.7% |
Portfolio Sells Q2 2024 → Q3 2024
| SUB iShares Short-Term National | Reduce -95.3% | 0.22% | −4.83 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -74.7% | 0.34% | −1.08 |
| BKLN Invesco Senior Loan ETF | Reduce -60.0% | 0.55% | −0.95 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.63 |
| BAC Bank of America Corp. | Reduce -79.9% | 0.09% | −0.39 |
| PFF iShares Preferred & Income S | Reduce -19.5% | 0.56% | −0.16 |
| AMBP Ardagh Metal Packaging SA | Sold out | 0.00% | −0.15 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -2.4% | 1.62% | −0.13 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 2.16% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.50% | −0.10 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -72.3% | 0.02% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.1% | 1.22% | −0.06 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.06 |
| URTH iShares MSCI World ETF | Reduce -0.9% | 1.61% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.0% | 0.14% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -63.5% | 0.02% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 0.65% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 1.08% | −0.04 |
| AVUS Avantis U.S. Equity ETF | Reduce -21.3% | 0.10% | −0.03 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -9.5% | 0.20% | −0.03 |
| DFIC Dimensional International Co. | Reduce -31.1% | 0.05% | −0.03 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.03 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.02 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.02 |
| MU Micron Technology Inc. | Reduce -17.7% | 0.03% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| GM General Motors Co. | Sold out | 0.00% | −0.02 |
| ENFR Alerian Energy Infrastructur | Sold out | 0.00% | −0.02 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.02 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -42.9% | 0.02% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -14.4% | 0.02% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.7% | 0.07% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.01 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -9.0% | 0.03% | −0.01 |
| MCK McKesson Corp. | Reduce -21.7% | 0.02% | −0.01 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.6% | 0.02% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.0% | 0.07% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -30.2% | 0.02% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -14.6% | 0.03% | −0.01 |
| MTD Mettler-Toledo International | Reduce -33.2% | 0.02% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 0.19% | −0.01 |
| DFEM Dimensional Emrg MRKT Core | Reduce -25.6% | 0.02% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| MUB iShares National Muni Bond E | New | 5.47% | +5.47 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10.1% | 7.88% | +0.69 |
| TLH iShares 10-20 Year Treasury | New | 0.33% | +0.33 |
| SCHG Schwab US Large-Cap Growth | Add +13.2% | 4.01% | +0.27 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +8.5% | 13.66% | +0.27 |
| AAPL Apple Inc. | Add +6.1% | 2.55% | +0.18 |
| VT Vanguard Tot World STK ETF | Add +4.1% | 12.06% | +0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.3% | 2.73% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +47.0% | 0.28% | +0.08 |
| IVW iShares S&P 500 Growth ETF | New | 0.07% | +0.07 |
| AVAV Aerovironment Inc. | New | 0.07% | +0.07 |
| SAFE Safehold Inc. | Add +77.5% | 0.12% | +0.07 |
| SHW The Sherwin-Williams Co. | Add +1.7% | 0.40% | +0.06 |
| TSLA Tesla Inc. | Add +20.7% | 0.20% | +0.06 |
| CVLT Commvault Systems Inc. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +26.1% | 0.35% | +0.06 |
| KKR KKR & Co. Inc. | New | 0.06% | +0.06 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| CYBR Cyberark Software Ltd./Israel | New | 0.05% | +0.05 |
| HD Home Depot Inc. | Add +6.0% | 0.42% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +2.4% | 5.97% | +0.05 |
| AVGO Broadcom Inc. | Add +39.8% | 0.19% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.1% | 0.42% | +0.05 |
| META Meta Platforms Inc. Class A | Add +7.8% | 0.44% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +94.3% | 0.10% | +0.05 |
| MA Mastercard Inc. Class A | Add +17.8% | 0.26% | +0.05 |
| JNJ Johnson & Johnson | Add +22.2% | 0.22% | +0.04 |
| GWRE Guidewire Software Inc. | New | 0.04% | +0.04 |
| SPSC SPS Commerce Inc. | New | 0.04% | +0.04 |
| MANH Manhattan Associates Inc. | New | 0.04% | +0.04 |
| CGNT Cognyte Software Ltd. | New | 0.04% | +0.04 |
| FTNT Fortinet Inc. | New | 0.04% | +0.04 |
| RBC RBC Bearings Inc. | New | 0.03% | +0.03 |
| DASH DoorDash Inc. Class A | New | 0.03% | +0.03 |
| PAGP Plains GP Holdings LP | Add +58.9% | 0.10% | +0.03 |
| QLYS Qualys Inc. | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +9.0% | 0.68% | +0.03 |
| VEEV Veeva Systems Inc. Class A | New | 0.03% | +0.03 |
| TECH Bio-Techne Corp. | New | 0.03% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.03% | +0.03 |
| AVDE Avantis International Equity | Add +2535.6% | 0.03% | +0.03 |
| MEDP Medpace Holdings Inc. | New | 0.03% | +0.03 |
| BLKB Blackbaud Inc. | New | 0.03% | +0.03 |
| SOC Sable Offshore Corp. | New | 0.03% | +0.03 |
| FDS Factset Research Systems Inc. | New | 0.03% | +0.03 |
| MORN Morningstar Inc. | New | 0.03% | +0.03 |
| INDA iShares MSCI India ETF | Add +1108.7% | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +54.6% | 0.14% | +0.02 |
| PODD Insulet Corp. | New | 0.02% | +0.02 |
| RAMP Liveramp Holdings Inc. | New | 0.02% | +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 |