Angeles Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Angeles Wealth Management, LLC reported 366 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, 12.4%) and SS SPDR P S&P 500 Value ETF (SPYV, 8.1%). Compared with Q4 2024, it opened 18 new positions, sold out of 21, added to 154 and reduced 108. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +33%) and the biggest sale iShares National Muni Bond E (MUB, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001398344-25-008850 ↗ filed May 7, 2025
Holdings Value
Holdings 366 stocks · $1.2B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 13.72% | 534,450 | $165.1M | Add +3.0% |
| VT Vanguard Tot World STK ETF | 12.39% | 1,286,338 | $149.2M | Add +5.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 8.14% | 1,917,743 | $97.9M | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 6.11% | 143,042 | $73.5M | Add +2.5% |
| VXUS Vanguard Total Intl Stock | 6.07% | 1,177,329 | $73.1M | Add +6.5% |
| SCHG Schwab US Large-Cap Growth | 5.55% | 2,665,995 | $66.8M | Add +33.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.63% | 182,904 | $31.6M | Reduce -1.2% |
| ARES Ares Management Corp. Class A | 2.61% | 214,054 | $31.4M | Add +23.5% |
| VGK Vanguard Ftse Europe ETF | 2.59% | 444,409 | $31.2M | Add +6.6% |
| AAPL Apple Inc. | 2.46% | 133,146 | $29.6M | Add +2.5% |
| MSFT Microsoft Corp. | 2.42% | 77,509 | $29.1M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.04% | 43,922 | $24.6M | Reduce -0.0% |
| MUB iShares National Muni Bond E | 1.90% | 216,609 | $22.8M | Reduce -48.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.62% | 775,866 | $19.5M | Add +3.0% |
| EWJ iShares MSCI Japan ETF | 1.60% | 280,927 | $19.3M | Add +5.9% |
| URTH iShares MSCI World ETF | 1.44% | 112,892 | $17.3M | Reduce -3.9% |
| IXUS iShares Core Intl Stock ETF | 1.11% | 191,876 | $13.4M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 44,511 | $12.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.91% | 100,627 | $10.9M | Add +8.0% |
| AMZN Amazon.com Inc. | 0.79% | 50,113 | $9.5M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.77% | 9,840 | $9.3M | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 19,841 | $7.4M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 13,429 | $7.2M | Reduce -2.6% |
| BKLN Invesco Senior Loan ETF | 0.54% | 316,317 | $6.5M | Add +1.5% |
| PFF iShares Preferred & Income S | 0.52% | 204,664 | $6.3M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.52% | 39,884 | $6.2M | Add +0.2% |
| V Visa Inc. Class A | 0.47% | 16,128 | $5.7M | Add +1.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 66,293 | $5.5M | Add +16.0% |
| META Meta Platforms Inc. Class A | 0.46% | 9,501 | $5.5M | Add +1.7% |
| TLH iShares 10-20 Year Treasury | 0.42% | 48,263 | $5.0M | Add +8.0% |
| BABA Alibaba Group Holding-SP ADR | 0.41% | 37,499 | $5.0M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.41% | 31,996 | $4.9M | Add +0.3% |
| HD Home Depot Inc. | 0.37% | 12,255 | $4.5M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.37% | 17,987 | $4.4M | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.35% | 12,186 | $4.3M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.35% | 5,126 | $4.2M | Add +7.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 5 | $4.0M | New |
| XOM Exxon Mobil Corp. | 0.30% | 30,241 | $3.6M | Add +1.3% |
| MA Mastercard Inc. Class A | 0.29% | 6,304 | $3.5M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.27% | 9,026 | $3.3M | Add +1.1% |
| WFC Wells Fargo & Co. | 0.27% | 44,639 | $3.2M | Add +0.4% |
| ABBV Abbvie Inc. | 0.26% | 14,917 | $3.1M | Add +4.5% |
| SUB iShares Short-Term National | 0.25% | 28,274 | $3.0M | Add +12.9% |
| MRK Merck & Co. Inc. | 0.24% | 32,835 | $2.9M | Reduce -5.8% |
| JNJ Johnson & Johnson | 0.23% | 16,393 | $2.7M | Add +1.4% |
| AVGO Broadcom Inc. | 0.22% | 15,712 | $2.6M | Add +2.9% |
| CL Colgate-Palmolive Co. | 0.21% | 26,355 | $2.5M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.20% | 9,145 | $2.4M | Reduce -2.7% |
| NFLX Netflix Inc. | 0.19% | 2,463 | $2.3M | Add +1.8% |
| PEP Pepsico Inc. | 0.18% | 14,741 | $2.2M | Add +5.3% |
| CRI Carter's Inc. | 0.18% | 53,160 | $2.2M | Add +686.2% |
| IVV iShares Core S&P 500 ETF | 0.18% | 3,834 | $2.2M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.17% | 4,253 | $2.1M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 3,862 | $1.9M | Reduce -2.0% |
| PII Polaris Inc. | 0.16% | 45,679 | $1.9M | Add +99.7% |
| MCO Moody's Corp. | 0.15% | 3,875 | $1.8M | Reduce -0.8% |
| CVX Chevron Corp. | 0.14% | 10,273 | $1.7M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 8,827 | $1.7M | Add +0.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.14% | 71,358 | $1.7M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.14% | 10,929 | $1.7M | Add +1.2% |
| CTAS Cintas Corp. | 0.14% | 8,085 | $1.7M | Reduce -0.3% |
| BX Blackstone Inc. | 0.14% | 11,819 | $1.7M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 39,087 | $1.6M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.13% | 6,650 | $1.6M | Add +1.7% |
| PWR Quanta Services Inc. | 0.12% | 5,581 | $1.4M | Add +0.1% |
| DFUV Dimensional US Marketwide Va | 0.12% | 34,298 | $1.4M | Reduce -33.4% |
| PAGP Plains GP Holdings LP | 0.11% | 62,989 | $1.3M | No change |
| ABT Abbott Laboratories | 0.11% | 9,999 | $1.3M | Add +5.8% |
| UNH Unitedhealth Group Inc. | 0.11% | 2,522 | $1.3M | Reduce -4.7% |
| LIN Linde PLC | 0.10% | 2,645 | $1.2M | Add +8.0% |
| EPD Enterprise Products Partners | 0.10% | 35,861 | $1.2M | Reduce -12.2% |
| CSCO Cisco Systems Inc. | 0.10% | 19,692 | $1.2M | Add +1.9% |
| RTX RTX Corp. | 0.10% | 9,147 | $1.2M | Add +7.4% |
| CPNG Coupang Inc. | 0.10% | 55,074 | $1.2M | No change |
| WMT Walmart Inc. | 0.10% | 13,747 | $1.2M | Reduce -1.4% |
| XLE SS Energy Select Sector | 0.10% | 12,705 | $1.2M | Reduce -2.3% |
| RSG Republic Services Inc. | 0.10% | 4,872 | $1.2M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.10% | 6,794 | $1.2M | Reduce -2.3% |
| PGR Progressive Corp. | 0.10% | 4,079 | $1.2M | Reduce -2.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.10% | 14,292 | $1.1M | No change |
| FOXF Fox Factory Holding Corp. | 0.09% | 48,546 | $1.1M | Reduce -14.1% |
| MCD McDonald's Corp. | 0.09% | 3,580 | $1.1M | Add +1.0% |
| CRM Salesforce Inc. | 0.09% | 4,128 | $1.1M | Add +7.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 109,494 | $1.1M | Add +35.6% |
| KO The Coca-Cola Co. | 0.09% | 15,257 | $1.1M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.09% | 1,371 | $1.1M | Add +2.2% |
| PM Philip Morris International | 0.09% | 6,751 | $1.1M | Add +3.5% |
| ACN Accenture PLC Class A | 0.09% | 3,326 | $1.0M | Add +6.1% |
| MSI Motorola Solutions Inc. | 0.08% | 2,322 | $1.0M | Add +0.8% |
| BKNG Booking Holdings Inc. | 0.08% | 214 | $986K | Reduce -8.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 9,833 | $971K | Reduce -1.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.08% | 13,983 | $963K | No change |
| EVR Evercore Inc. Class A | 0.08% | 4,816 | $962K | No change |
| SAFE Safehold Inc. | 0.08% | 51,252 | $959K | No change |
| COP Conocophillips | 0.08% | 9,089 | $955K | Add +1.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 13,744 | $954K | Reduce -1.3% |
| WM Waste Management Inc. | 0.08% | 3,913 | $906K | Add +1.3% |
| TMUS T-Mobile US Inc. | 0.07% | 3,328 | $888K | Add +1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,538 | $880K | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 7,141 | $870K | Add +0.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $24K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 290 | $24K | New |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q4 2024 → Q1 2025
| MUB iShares National Muni Bond E | Reduce -48.9% | 1.90% | −1.83 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.42% | −0.30 |
| TSLA Tesla Inc. | Reduce -2.7% | 0.20% | −0.12 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 2.04% | −0.08 |
| URTH iShares MSCI World ETF | Reduce -3.9% | 1.44% | −0.07 |
| DFUV Dimensional US Marketwide Va | Reduce -33.4% | 0.12% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 1.02% | −0.05 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.05 |
| FOXF Fox Factory Holding Corp. | Reduce -14.1% | 0.09% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.24% | −0.04 |
| AVUS Avantis U.S. Equity ETF | Reduce -37.3% | 0.06% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.03 |
| DUHP Dimensional US High Profi Et | Reduce -46.5% | 0.03% | −0.03 |
| CSX CSX Corp. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -0.8% | 0.37% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| BLKB Blackbaud Inc. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -44.8% | 0.02% | −0.02 |
| LGIH Lgi Homes Inc. | Reduce -26.9% | 0.02% | −0.02 |
| GM General Motors Co. | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.3% | 0.08% | −0.02 |
| DIHP Dimensional International Hi | Reduce -53.0% | 0.02% | −0.02 |
| OMC Omnicom Group | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Sold out | 0.00% | −0.02 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.02 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.02 |
| DFIC Dimensional International Co. | Reduce -46.4% | 0.02% | −0.02 |
| PFE Pfizer Inc. | Reduce -40.1% | 0.02% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| BPOP Popular Inc. | Sold out | 0.00% | −0.02 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.02 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -91.6% | 0.00% | −0.02 |
| DFEM Dimensional Emrg MRKT Core | Reduce -80.9% | 0.00% | −0.02 |
| MANH Manhattan Associates Inc. | Reduce -16.5% | 0.02% | −0.01 |
| UPS United Parcel Service Class B | Reduce -19.8% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -1.7% | 0.07% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -8.2% | 0.08% | −0.01 |
| PCG P G & E Corp. | Reduce -32.3% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -12.7% | 0.05% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.08% | −0.01 |
| CYBR Cyberark Software Ltd./Israel | Reduce -23.1% | 0.04% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.1% | 0.06% | −0.01 |
| CMI Cummins Inc. | Reduce -7.0% | 0.05% | −0.01 |
| DHR Danaher Corp. | Reduce -2.6% | 0.07% | −0.01 |
| AVDE Avantis International Equity | Reduce -44.5% | 0.01% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.0% | 0.16% | −0.01 |
| QPFF American Century Qual Pref | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Add +33.3% | 5.55% | +0.95 |
| VXUS Vanguard Total Intl Stock | Add +6.5% | 6.07% | +0.70 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +7.4% | 8.14% | +0.61 |
| VT Vanguard Tot World STK ETF | Add +5.3% | 12.39% | +0.56 |
| VGK Vanguard Ftse Europe ETF | Add +6.6% | 2.59% | +0.41 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.33% | +0.33 |
| CRI Carter's Inc. | Add +686.2% | 0.18% | +0.15 |
| EWJ iShares MSCI Japan ETF | Add +5.9% | 1.60% | +0.13 |
| ARES Ares Management Corp. Class A | Add +23.5% | 2.61% | +0.08 |
| SHY iShares 1-3 Year Treasury Bo | Add +16.0% | 0.46% | +0.07 |
| V Visa Inc. Class A | Add +1.3% | 0.47% | +0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +3.0% | 1.62% | +0.05 |
| ABBV Abbvie Inc. | Add +4.5% | 0.26% | +0.05 |
| TLH iShares 10-20 Year Treasury | Add +8.0% | 0.42% | +0.05 |
| LLY Eli Lilly & Co. | Add +7.8% | 0.35% | +0.05 |
| PII Polaris Inc. | Add +99.7% | 0.16% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.6% | 0.77% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.30% | +0.03 |
| JNJ Johnson & Johnson | Add +1.4% | 0.23% | +0.03 |
| SUB iShares Short-Term National | Add +12.9% | 0.25% | +0.03 |
| CVX Chevron Corp. | Add +4.6% | 0.14% | +0.03 |
| F Ford Motor Co. | Add +35.6% | 0.09% | +0.03 |
| SE Sea Ltd.-ADR | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +3.5% | 0.09% | +0.02 |
| TOST Toast Inc. Class A | New | 0.02% | +0.02 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +5.8% | 0.11% | +0.02 |
| KTOS Kratos Defense & Security | New | 0.02% | +0.02 |
| HES Hess Corp. | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +7.4% | 0.10% | +0.02 |
| FAST Fastenal Co. | New | 0.02% | +0.02 |
| MMSI Merit Medical Systems Inc. | New | 0.02% | +0.02 |
| MNST Monster Beverage Corp. | New | 0.02% | +0.02 |
| LIN Linde PLC | Add +8.0% | 0.10% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| DPZ Domino's Pizza Inc. | New | 0.02% | +0.02 |
| WCN Waste Connections Inc. | New | 0.02% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +19.9% | 0.05% | +0.02 |
| UBER Uber Technologies Inc. | Add +29.5% | 0.04% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.3% | 0.29% | +0.01 |
| TMUS T-Mobile US Inc. | Add +1.3% | 0.07% | +0.01 |
| MMM 3M Co. | Add +27.4% | 0.04% | +0.01 |
| NFLX Netflix Inc. | Add +1.8% | 0.19% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +0.1% | 0.35% | +0.01 |
| CI The Cigna Group | Add +3.2% | 0.06% | +0.01 |
| INTC Intel Corp. | Add +38.9% | 0.03% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.37% | +0.01 |
| BSX Boston Scientific Corp. | Add +29.7% | 0.04% | +0.01 |
| MO Altria Group Inc. | Add +11.2% | 0.05% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +25.8% | 0.04% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | New | 290 | $24K |
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 |