Angeles Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Angeles Wealth Management, LLC reported 428 stock positions worth $1.5 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 14.5% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.7%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.4%). Compared with Q1 2025, it opened 92 new positions, sold out of 30, added to 200 and reduced 84. The biggest buy was iShares National Muni Bond E (MUB, shares +168%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001398344-25-013971 ↗ filed Jul 29, 2025
Holdings Value
Holdings 428 stocks · $1.5B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 14.45% | 575,440 | $210.7M | Add +7.7% |
| VT Vanguard Tot World STK ETF | 11.67% | 1,324,258 | $170.2M | Add +3.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.40% | 1,782,982 | $93.3M | Reduce -7.0% |
| VXUS Vanguard Total Intl Stock | 5.89% | 1,242,288 | $85.8M | Add +5.5% |
| VOO Vanguard S&P 500 ETF | 5.40% | 138,473 | $78.7M | Reduce -3.2% |
| SCHG Schwab US Large-Cap Growth | 4.18% | 2,087,707 | $61.0M | Reduce -21.7% |
| MUB iShares National Muni Bond E | 4.16% | 581,118 | $60.7M | Add +168.3% |
| VGK Vanguard Ftse Europe ETF | 3.50% | 657,746 | $51.0M | Add +48.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.25% | 268,039 | $47.4M | Add +46.5% |
| MSFT Microsoft Corp. | 2.90% | 84,921 | $42.2M | Add +9.6% |
| ARES Ares Management Corp. Class A | 2.54% | 214,055 | $37.1M | Add +0.0% |
| AAPL Apple Inc. | 1.97% | 139,836 | $28.7M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.85% | 43,645 | $27.0M | Reduce -0.6% |
| EWJ iShares MSCI Japan ETF | 1.51% | 294,091 | $22.0M | Add +4.7% |
| URTH iShares MSCI World ETF | 1.39% | 119,304 | $20.2M | Add +5.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.37% | 781,264 | $19.9M | Add +0.7% |
| NVDA Nvidia Corp. | 1.24% | 114,507 | $18.1M | Add +13.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 54,635 | $16.6M | Add +22.7% |
| IXUS iShares Core Intl Stock ETF | 1.00% | 188,232 | $14.6M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.86% | 56,878 | $12.5M | Add +13.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.80% | 26,507 | $11.6M | Add +33.6% |
| COST Costco Wholesale Corp. | 0.71% | 10,431 | $10.3M | Add +6.0% |
| GOOG Alphabet Inc. Class C | 0.50% | 40,892 | $7.3M | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.49% | 9,615 | $7.1M | Add +1.2% |
| BKLN Invesco Senior Loan ETF | 0.45% | 310,467 | $6.5M | Reduce -1.9% |
| V Visa Inc. Class A | 0.44% | 18,239 | $6.5M | Add +13.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 13,083 | $6.4M | Reduce -2.6% |
| PFF iShares Preferred & Income S | 0.43% | 206,216 | $6.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.42% | 34,767 | $6.1M | Add +8.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 66,354 | $5.5M | Add +0.1% |
| SUB iShares Short-Term National | 0.37% | 51,101 | $5.4M | Add +80.7% |
| AVGO Broadcom Inc. | 0.37% | 19,329 | $5.3M | Add +23.0% |
| JPM JPMorgan Chase & Co. | 0.35% | 17,854 | $5.2M | Reduce -0.7% |
| HD Home Depot Inc. | 0.32% | 12,596 | $4.6M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.31% | 5,714 | $4.5M | Add +11.5% |
| TLH iShares 10-20 Year Treasury | 0.30% | 43,607 | $4.4M | Reduce -9.7% |
| BABA Alibaba Group Holding-SP ADR | 0.29% | 37,673 | $4.3M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 74,244 | $4.2M | New |
| SHW The Sherwin-Williams Co. | 0.29% | 12,227 | $4.2M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.28% | 9,666 | $4.1M | Add +7.1% |
| MA Mastercard Inc. Class A | 0.27% | 6,981 | $3.9M | Add +10.7% |
| WFC Wells Fargo & Co. | 0.25% | 45,517 | $3.6M | Add +2.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 5 | $3.6M | No change |
| NFLX Netflix Inc. | 0.25% | 2,703 | $3.6M | Add +9.7% |
| TSLA Tesla Inc. | 0.23% | 10,503 | $3.3M | Add +14.8% |
| XOM Exxon Mobil Corp. | 0.19% | 26,196 | $2.8M | Reduce -13.4% |
| CL Colgate-Palmolive Co. | 0.18% | 29,531 | $2.7M | Add +12.1% |
| ABBV Abbvie Inc. | 0.18% | 14,438 | $2.7M | Reduce -3.2% |
| PWR Quanta Services Inc. | 0.18% | 6,763 | $2.6M | Add +21.2% |
| ISRG Intuitive Surgical Inc. | 0.17% | 4,689 | $2.5M | Add +10.3% |
| MRK Merck & Co. Inc. | 0.17% | 30,932 | $2.4M | Reduce -5.8% |
| SCHB Schwab US Broad Market ETF | 0.16% | 100,227 | $2.4M | Add +1895.4% |
| JNJ Johnson & Johnson | 0.16% | 15,076 | $2.3M | Reduce -8.0% |
| CRI Carter's Inc. | 0.15% | 70,977 | $2.1M | Add +33.5% |
| IVV iShares Core S&P 500 ETF | 0.14% | 3,399 | $2.1M | Reduce -11.3% |
| MCO Moody's Corp. | 0.14% | 4,075 | $2.0M | Add +5.2% |
| CTAS Cintas Corp. | 0.14% | 9,147 | $2.0M | Add +13.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 40,127 | $1.9M | Add +2.7% |
| BX Blackstone Inc. | 0.13% | 12,679 | $1.9M | Add +7.3% |
| CPNG Coupang Inc. | 0.13% | 62,076 | $1.9M | Add +12.7% |
| NOW ServiceNow Inc. | 0.12% | 1,745 | $1.8M | Add +27.3% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 8,572 | $1.8M | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 0.11% | 75,820 | $1.7M | New |
| PEP Pepsico Inc. | 0.11% | 12,685 | $1.7M | Reduce -13.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.11% | 67,485 | $1.7M | Reduce -5.4% |
| QCOM Qualcomm Inc. | 0.11% | 10,251 | $1.6M | Reduce -6.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.11% | 18,648 | $1.6M | New |
| WMT Walmart Inc. | 0.11% | 15,763 | $1.5M | Add +14.7% |
| UNP Union Pacific Corp. | 0.10% | 6,509 | $1.5M | Reduce -2.1% |
| ABT Abbott Laboratories | 0.10% | 10,800 | $1.5M | Add +8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 3,621 | $1.5M | Reduce -6.2% |
| CRM Salesforce Inc. | 0.10% | 5,363 | $1.5M | Add +29.9% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 23,058 | $1.4M | Add +858.8% |
| PM Philip Morris International | 0.09% | 7,600 | $1.4M | Add +12.6% |
| BKNG Booking Holdings Inc. | 0.09% | 238 | $1.4M | Add +11.2% |
| CSCO Cisco Systems Inc. | 0.09% | 19,835 | $1.4M | Add +0.7% |
| CVX Chevron Corp. | 0.09% | 9,597 | $1.4M | Reduce -6.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 14,292 | $1.4M | No change |
| RTX RTX Corp. | 0.09% | 9,260 | $1.4M | Add +1.2% |
| EVR Evercore Inc. Class A | 0.09% | 4,813 | $1.3M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.09% | 5,892 | $1.3M | Add +7.4% |
| LIN Linde PLC | 0.09% | 2,713 | $1.3M | Add +2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 10,257 | $1.3M | Add +4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 5,541 | $1.3M | Add +31.6% |
| DFUV Dimensional US Marketwide Va | 0.09% | 29,648 | $1.3M | Reduce -13.6% |
| HOOD Robinhood Markets Inc. Class A | 0.08% | 13,219 | $1.2M | Add +2.8% |
| FOXF Fox Factory Holding Corp. | 0.08% | 47,688 | $1.2M | Reduce -1.8% |
| PAGP Plains GP Holdings LP | 0.08% | 62,989 | $1.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 24,583 | $1.2M | Add +936.8% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.08% | 30,072 | $1.2M | New |
| WM Waste Management Inc. | 0.08% | 5,292 | $1.2M | Add +35.2% |
| RSG Republic Services Inc. | 0.08% | 4,907 | $1.2M | Add +0.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.08% | 110,295 | $1.2M | Add +0.7% |
| IWD iShares Russell 1000 Value E | 0.08% | 5,984 | $1.2M | New |
| PGR Progressive Corp. | 0.08% | 4,349 | $1.2M | Add +6.6% |
| MCD McDonald's Corp. | 0.08% | 3,857 | $1.1M | Add +7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,791 | $1.1M | Add +7.2% |
| PG The Procter & Gamble Co. | 0.07% | 6,802 | $1.1M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,940 | $1.1M | Add +22.5% |
| KO The Coca-Cola Co. | 0.07% | 15,119 | $1.1M | Reduce -0.9% |
Options reported separately and not counted above: UNH calls ($31K).
Portfolio Sells Q1 2025 → Q2 2025
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.0% | 6.40% | −1.74 |
| SCHG Schwab US Large-Cap Growth | Reduce -21.7% | 4.18% | −1.36 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 5.40% | −0.71 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 1.85% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.44% | −0.16 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.9% | 1.00% | −0.11 |
| TLH iShares 10-20 Year Treasury | Reduce -9.7% | 0.30% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -13.4% | 0.19% | −0.11 |
| BKLN Invesco Senior Loan ETF | Reduce -1.9% | 0.45% | −0.10 |
| PII Polaris Inc. | Reduce -48.2% | 0.07% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -57.1% | 0.02% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.17% | −0.08 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.18% | −0.08 |
| PEP Pepsico Inc. | Reduce -13.9% | 0.11% | −0.07 |
| JNJ Johnson & Johnson | Reduce -8.0% | 0.16% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.2% | 0.10% | −0.06 |
| CVX Chevron Corp. | Reduce -6.6% | 0.09% | −0.05 |
| XLE SS Energy Select Sector | Reduce -26.5% | 0.05% | −0.04 |
| EPD Enterprise Products Partners | Reduce -13.3% | 0.07% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -11.3% | 0.14% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -13.6% | 0.09% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -23.7% | 0.05% | −0.03 |
| UNP Union Pacific Corp. | Reduce -2.1% | 0.10% | −0.03 |
| COP Conocophillips | Reduce -7.8% | 0.05% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -6.2% | 0.11% | −0.03 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -5.4% | 0.11% | −0.03 |
| LGIH Lgi Homes Inc. | Sold out | 0.00% | −0.02 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 0.12% | −0.02 |
| HES Hess Corp. | Sold out | 0.00% | −0.02 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.02 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.07% | −0.02 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.02 |
| KNF Knife River Corp. | Reduce -0.1% | 0.05% | −0.02 |
| UPS United Parcel Service Class B | Reduce -27.9% | 0.02% | −0.02 |
| ODFL Old Dominion Freight Line | Reduce -25.2% | 0.02% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -63.4% | 0.01% | −0.01 |
| GSBD Goldman Sachs BDC Inc. | Sold out | 0.00% | −0.01 |
| AVDE Avantis International Equity | Reduce -88.6% | 0.00% | −0.01 |
| IHDG Wisdomtree International Hed | Reduce -36.3% | 0.01% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -22.6% | 0.02% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.35% | −0.01 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.01 |
| PSX Phillips 66 | Reduce -6.6% | 0.03% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -37.6% | 0.01% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -91.1% | 0.00% | −0.01 |
| MO Altria Group Inc. | Reduce -1.8% | 0.04% | −0.01 |
| ENFR Alerian Energy Infrastructur | Reduce -26.3% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Add +168.3% | 4.16% | +2.27 |
| VGK Vanguard Ftse Europe ETF | Add +48.0% | 3.50% | +0.90 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +7.7% | 14.45% | +0.74 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +46.5% | 3.25% | +0.62 |
| MSFT Microsoft Corp. | Add +9.6% | 2.90% | +0.48 |
| NVDA Nvidia Corp. | Add +13.8% | 1.24% | +0.33 |
| VEA Vanguard Ftse Developed ETF | New | 0.29% | +0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +33.6% | 0.80% | +0.19 |
| SCHB Schwab US Broad Market ETF | Add +1895.4% | 0.16% | +0.15 |
| AVGO Broadcom Inc. | Add +23.0% | 0.37% | +0.15 |
| SUB iShares Short-Term National | Add +80.7% | 0.37% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.7% | 1.14% | +0.12 |
| SCHF Schwab Intl Equity ETF | New | 0.11% | +0.11 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.11% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +858.8% | 0.10% | +0.09 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.08% | +0.08 |
| IWD iShares Russell 1000 Value E | New | 0.08% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +936.8% | 0.08% | +0.07 |
| AMZN Amazon.com Inc. | Add +13.5% | 0.86% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +689.8% | 0.07% | +0.06 |
| PWR Quanta Services Inc. | Add +21.2% | 0.18% | +0.06 |
| NFLX Netflix Inc. | Add +9.7% | 0.25% | +0.06 |
| SPEM State Street SP PTF Em ETF | New | 0.06% | +0.06 |
| TOST Toast Inc. Class A | Add +174.6% | 0.07% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1403.1% | 0.05% | +0.04 |
| WGO Winnebago Industries | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | Add +2.8% | 0.08% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +347.1% | 0.05% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | New | 0.03% | +0.03 |
| SNPS Synopsys Inc. | New | 0.03% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +228.4% | 0.05% | +0.03 |
| NOW ServiceNow Inc. | Add +27.3% | 0.12% | +0.03 |
| TSLA Tesla Inc. | Add +14.8% | 0.23% | +0.03 |
| META Meta Platforms Inc. Class A | Add +1.2% | 0.49% | +0.03 |
| USB US Bancorp | New | 0.03% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.03% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +626.1% | 0.03% | +0.03 |
| JMSI JPM Sus Municipal Income | New | 0.03% | +0.03 |
| MNDY Monday.com Ltd. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +31.6% | 0.09% | +0.03 |
| GEV GE Vernova Inc. | Add +75.6% | 0.05% | +0.03 |
| CPNG Coupang Inc. | Add +12.7% | 0.13% | +0.03 |
| XLK SS Technology Select Sector | Add +622.8% | 0.03% | +0.03 |
| ETHE Grayscale Ethereum Staking E | New | 0.03% | +0.03 |
| ULTA Ulta Beauty Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +25.4% | 0.06% | +0.03 |
| ORCL Oracle Corp. | Add +7.4% | 0.09% | +0.02 |
| HYD Vaneck High Yield Muni ETF | New | 0.02% | +0.02 |
| BND Vanguard Total Bond Market | New | 0.02% | +0.02 |
| IGF iShares Global Infrastructur | New | 0.02% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | call | New | 100 | $31K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Sold out | 290 | $24Kbefore exit |
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 |