Angeles Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Angeles Wealth Management, LLC reported 369 stock positions worth $1.2 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 14.7% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.8%) and SS SPDR P S&P 500 Value ETF (SPYV, 7.5%). Compared with Q3 2024, it opened 57 new positions, sold out of 17, added to 168 and reduced 71. The biggest buy was Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares +5%) and the biggest sale iShares National Muni Bond E (MUB, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001398344-25-001300 ↗ filed Jan 28, 2025
Holdings Value
Holdings 369 stocks · $1.2B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 14.68% | 518,675 | $178.1M | Add +5.3% |
| VT Vanguard Tot World STK ETF | 11.83% | 1,221,872 | $143.5M | Add +4.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.53% | 1,785,267 | $91.3M | Add +3.1% |
| VOO Vanguard S&P 500 ETF | 6.19% | 139,483 | $75.2M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 5.37% | 1,106,000 | $65.2M | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 4.59% | 1,999,984 | $55.7M | Add +11.8% |
| MUB iShares National Muni Bond E | 3.72% | 423,985 | $45.2M | Reduce -27.4% |
| MSFT Microsoft Corp. | 2.71% | 78,110 | $32.9M | Add +2.0% |
| AAPL Apple Inc. | 2.68% | 129,862 | $32.5M | Add +2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.58% | 185,197 | $31.4M | Add +2.1% |
| ARES Ares Management Corp. Class A | 2.53% | 173,343 | $30.7M | Add +0.0% |
| VGK Vanguard Ftse Europe ETF | 2.18% | 416,907 | $26.5M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.12% | 43,932 | $25.7M | Add +0.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.57% | 753,380 | $19.0M | Add +3.1% |
| URTH iShares MSCI World ETF | 1.50% | 117,417 | $18.3M | Reduce -1.6% |
| EWJ iShares MSCI Japan ETF | 1.47% | 265,186 | $17.8M | Add +5.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.07% | 44,589 | $12.9M | Add +0.3% |
| IXUS iShares Core Intl Stock ETF | 1.05% | 192,733 | $12.7M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.03% | 93,199 | $12.5M | Add +5.9% |
| AMZN Amazon.com Inc. | 0.91% | 50,046 | $11.0M | Add +6.8% |
| COST Costco Wholesale Corp. | 0.73% | 9,687 | $8.9M | Add +8.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 19,674 | $8.1M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.62% | 39,800 | $7.6M | Add +15.0% |
| BKLN Invesco Senior Loan ETF | 0.54% | 311,759 | $6.6M | Add +2.4% |
| PFF iShares Preferred & Income S | 0.52% | 200,124 | $6.3M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 13,791 | $6.3M | Add +29.2% |
| GOOGL Alphabet Inc. Class A | 0.50% | 31,893 | $6.0M | Add +10.8% |
| META Meta Platforms Inc. Class A | 0.45% | 9,339 | $5.5M | Add +5.7% |
| V Visa Inc. Class A | 0.41% | 15,928 | $5.0M | Add +7.2% |
| HD Home Depot Inc. | 0.40% | 12,350 | $4.8M | Add +1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 57,160 | $4.7M | Add +21.8% |
| TLH iShares 10-20 Year Treasury | 0.37% | 44,698 | $4.4M | Add +26.2% |
| JPM JPMorgan Chase & Co. | 0.35% | 17,940 | $4.3M | Add +21.7% |
| SHW The Sherwin-Williams Co. | 0.34% | 12,178 | $4.1M | Add +0.4% |
| TSLA Tesla Inc. | 0.31% | 9,399 | $3.8M | Add +6.9% |
| LLY Eli Lilly & Co. | 0.30% | 4,757 | $3.7M | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.30% | 8,924 | $3.6M | Add +2.4% |
| AVGO Broadcom Inc. | 0.29% | 15,264 | $3.5M | Add +21.3% |
| MRK Merck & Co. Inc. | 0.29% | 34,865 | $3.5M | Add +11.6% |
| MA Mastercard Inc. Class A | 0.27% | 6,282 | $3.3M | Add +2.1% |
| BABA Alibaba Group Holding-SP ADR | 0.27% | 38,001 | $3.2M | New |
| XOM Exxon Mobil Corp. | 0.26% | 29,842 | $3.2M | Add +27.1% |
| WFC Wells Fargo & Co. | 0.26% | 44,469 | $3.1M | Add +199.2% |
| SUB iShares Short-Term National | 0.22% | 25,051 | $2.6M | Add +2.7% |
| ABBV Abbvie Inc. | 0.21% | 14,268 | $2.5M | Add +9.2% |
| CL Colgate-Palmolive Co. | 0.20% | 26,391 | $2.4M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.19% | 16,166 | $2.3M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.19% | 3,833 | $2.3M | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 0.18% | 4,197 | $2.2M | Reduce -8.8% |
| NFLX Netflix Inc. | 0.18% | 2,420 | $2.2M | Reduce -3.2% |
| PEP Pepsico Inc. | 0.18% | 14,001 | $2.1M | Reduce -0.9% |
| DFUV Dimensional US Marketwide Va | 0.17% | 51,523 | $2.1M | Reduce -7.3% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 3,943 | $2.1M | Add +0.6% |
| BX Blackstone Inc. | 0.17% | 11,743 | $2.0M | Add +1.2% |
| MCO Moody's Corp. | 0.15% | 3,908 | $1.8M | Add +0.4% |
| PWR Quanta Services Inc. | 0.15% | 5,578 | $1.8M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 39,350 | $1.7M | Add +54.4% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 8,826 | $1.7M | Reduce -0.1% |
| FOXF Fox Factory Holding Corp. | 0.14% | 56,479 | $1.7M | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.14% | 71,148 | $1.7M | Add +14.5% |
| QCOM Qualcomm Inc. | 0.14% | 10,795 | $1.7M | Add +10.6% |
| UNP Union Pacific Corp. | 0.12% | 6,539 | $1.5M | Add +0.5% |
| CTAS Cintas Corp. | 0.12% | 8,108 | $1.5M | Add +0.3% |
| CVX Chevron Corp. | 0.12% | 9,821 | $1.4M | Add +23.2% |
| NOW ServiceNow Inc. | 0.12% | 1,341 | $1.4M | Reduce -8.5% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 13,667 | $1.4M | New |
| UNH Unitedhealth Group Inc. | 0.11% | 2,647 | $1.3M | Reduce -2.4% |
| EVR Evercore Inc. Class A | 0.11% | 4,816 | $1.3M | No change |
| PII Polaris Inc. | 0.11% | 22,875 | $1.3M | New |
| CRM Salesforce Inc. | 0.11% | 3,838 | $1.3M | Add +2.9% |
| EPD Enterprise Products Partners | 0.11% | 40,850 | $1.3M | Add +70.6% |
| WMT Walmart Inc. | 0.10% | 13,949 | $1.3M | Add +14.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.10% | 14,292 | $1.3M | No change |
| CPNG Coupang Inc. | 0.10% | 55,074 | $1.2M | Add +0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 13,919 | $1.2M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.10% | 6,956 | $1.2M | Add +12.3% |
| PAGP Plains GP Holdings LP | 0.10% | 62,989 | $1.2M | No change |
| BKNG Booking Holdings Inc. | 0.10% | 233 | $1.2M | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.09% | 19,324 | $1.1M | Add +42.4% |
| AVUS Avantis U.S. Equity ETF | 0.09% | 11,588 | $1.1M | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 10,026 | $1.1M | Add +16.5% |
| XLE SS Energy Select Sector | 0.09% | 13,005 | $1.1M | Add +14.0% |
| ACN Accenture PLC Class A | 0.09% | 3,135 | $1.1M | Add +7.9% |
| ABT Abbott Laboratories | 0.09% | 9,452 | $1.1M | Reduce -4.2% |
| MSI Motorola Solutions Inc. | 0.09% | 2,303 | $1.1M | Add +0.4% |
| MCD McDonald's Corp. | 0.08% | 3,544 | $1.0M | Add +4.8% |
| LIN Linde PLC | 0.08% | 2,449 | $1.0M | Add +0.2% |
| PGR Progressive Corp. | 0.08% | 4,179 | $1.0M | Add +3.8% |
| NKE Nike Inc. Class B | 0.08% | 13,083 | $990K | Reduce -2.3% |
| RSG Republic Services Inc. | 0.08% | 4,907 | $987K | Add +1.3% |
| RTX RTX Corp. | 0.08% | 8,516 | $985K | Add +4.0% |
| DHR Danaher Corp. | 0.08% | 4,229 | $971K | Add +5.1% |
| KO The Coca-Cola Co. | 0.08% | 15,275 | $951K | Add +11.3% |
| SAFE Safehold Inc. | 0.08% | 51,252 | $947K | Reduce -4.8% |
| IWM iShares Russell 2000 ETF | 0.08% | 4,181 | $924K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.07% | 13,983 | $901K | No change |
| IVW iShares S&P 500 Growth ETF | 0.07% | 8,850 | $899K | No change |
| COP Conocophillips | 0.07% | 8,994 | $892K | Add +13.1% |
| ORCL Oracle Corp. | 0.07% | 5,230 | $872K | Add +4.9% |
| LOW Lowe's Cos Inc. | 0.07% | 3,528 | $871K | Add +7.1% |
Portfolio Sells Q3 2024 → Q4 2024
| MUB iShares National Muni Bond E | Reduce -27.4% | 3.72% | −1.74 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.2% | 1.05% | −0.17 |
| URTH iShares MSCI World ETF | Reduce -1.6% | 1.50% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.30% | −0.06 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.06 |
| SAFE Safehold Inc. | Reduce -4.8% | 0.08% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -0.9% | 0.20% | −0.04 |
| ADBE Adobe Inc. | Reduce -24.3% | 0.06% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.04 |
| AVAV Aerovironment Inc. | Reduce -36.7% | 0.03% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.18% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -39.9% | 0.03% | −0.03 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 0.11% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -7.3% | 0.17% | −0.03 |
| SOC Sable Offshore Corp. | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Reduce -13.0% | 0.04% | −0.02 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.02 |
| LGIH Lgi Homes Inc. | Reduce -6.4% | 0.04% | −0.02 |
| DUHP Dimensional US High Profi Et | Reduce -21.9% | 0.06% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -23.8% | 0.07% | −0.02 |
| SNPS Synopsys Inc. | Reduce -51.6% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -2.3% | 0.08% | −0.02 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.02 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.02 |
| DIHP Dimensional International Hi | Reduce -19.4% | 0.04% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -78.6% | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -8.8% | 0.18% | −0.01 |
| KLAC KLA Corp. | Reduce -27.7% | 0.02% | −0.01 |
| DFIC Dimensional International Co. | Reduce -13.9% | 0.04% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -83.1% | 0.00% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -0.6% | 0.02% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -15.3% | 0.02% | −0.01 |
| STX Seagate Technology Holdings | Reduce -5.9% | 0.02% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.0% | 0.03% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -89.3% | 0.00% | −0.01 |
| ODFL Old Dominion Freight Line | Reduce -3.5% | 0.04% | −0.01 |
| EWA iShares MSCI Australia ETF | Sold out | 0.00% | −0.01 |
| XLF SS Financial Select Sector | Reduce -55.6% | 0.01% | −0.01 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.2% | 0.09% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -6.4% | 0.02% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.14% | −0.01 |
| PSX Phillips 66 | Reduce -0.0% | 0.04% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -37.0% | 0.01% | −0.01 |
| ZTS Zoetis Inc. | Reduce -0.1% | 0.03% | −0.01 |
| MANH Manhattan Associates Inc. | Reduce -10.3% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +5.3% | 14.68% | +1.02 |
| SCHG Schwab US Large-Cap Growth | Add +11.8% | 4.59% | +0.58 |
| BABA Alibaba Group Holding-SP ADR | New | 0.27% | +0.27 |
| ARES Ares Management Corp. Class A | Add +0.0% | 2.53% | +0.20 |
| WFC Wells Fargo & Co. | Add +199.2% | 0.26% | +0.19 |
| AMZN Amazon.com Inc. | Add +6.8% | 0.91% | +0.15 |
| FOXF Fox Factory Holding Corp. | New | 0.14% | +0.14 |
| AAPL Apple Inc. | Add +2.2% | 2.68% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +15.0% | 0.62% | +0.13 |
| TSLA Tesla Inc. | Add +6.9% | 0.31% | +0.11 |
| SGOV iShares 0-3 Month Treasury B | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +5.9% | 1.03% | +0.11 |
| PII Polaris Inc. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +21.3% | 0.29% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +29.2% | 0.52% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +21.7% | 0.35% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +10.8% | 0.50% | +0.09 |
| BLK BlackRock Inc. | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +7.2% | 0.41% | +0.06 |
| BAC Bank of America Corp. | Add +54.4% | 0.14% | +0.06 |
| DJCO Daily Journal Corp. | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +8.6% | 0.73% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | Add +21.8% | 0.39% | +0.05 |
| EPD Enterprise Products Partners | Add +70.6% | 0.11% | +0.05 |
| KMI Kinder Morgan Inc. | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| CMI Cummins Inc. | Add +115.8% | 0.06% | +0.04 |
| WHR Whirlpool Corp. | New | 0.03% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +26.2% | 0.37% | +0.03 |
| CSCO Cisco Systems Inc. | Add +42.4% | 0.09% | +0.03 |
| SCHW Schwab (charles) Corp. | New | 0.03% | +0.03 |
| PCG P G & E Corp. | New | 0.03% | +0.03 |
| CRI Carter's Inc. | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +27.1% | 0.26% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| VLUE iShares MSCI USA Value Facto | New | 0.03% | +0.03 |
| ENFR Alerian Energy Infrastructur | New | 0.02% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +11566.7% | 0.02% | +0.02 |
| EQIX Equinix Inc. | New | 0.02% | +0.02 |
| SMH Vaneck Semiconductor ETF | New | 0.02% | +0.02 |
| PAYC Paycom Software Inc. | New | 0.02% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| GIS General Mills Inc. | New | 0.02% | +0.02 |
| JCI Johnson Controls Internation | New | 0.02% | +0.02 |
| DIS The Walt Disney Co. | Add +16.5% | 0.09% | +0.02 |
| GMED Globus Medical Inc. Class A | New | 0.02% | +0.02 |
| DXCM Dexcom Inc. | New | 0.02% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| GEV GE Vernova 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 |