Angeles Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Angeles Wealth Management, LLC reported 407 stock positions worth $1.6 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 14.3% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.4%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.4%). Compared with Q2 2025, it opened 23 new positions, sold out of 44, added to 153 and reduced 147. The biggest buy was Nvidia (NVDA, shares +22%) and the biggest sale Ares Management Class A (ARES, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001398344-25-020722 ↗ filed Nov 12, 2025
Holdings Value
Holdings 407 stocks · $1.6B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 14.28% | 578,678 | $232.9M | Add +0.6% |
| VT Vanguard Tot World STK ETF | 11.44% | 1,353,628 | $186.5M | Add +2.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.40% | 1,886,026 | $104.4M | Add +5.8% |
| VXUS Vanguard Total Intl Stock | 5.80% | 1,286,740 | $94.5M | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 5.24% | 139,526 | $85.4M | Add +0.8% |
| MUB iShares National Muni Bond E | 4.35% | 666,498 | $71.0M | Add +14.7% |
| SCHG Schwab US Large-Cap Growth | 4.26% | 2,179,648 | $69.6M | Add +4.4% |
| VGK Vanguard Ftse Europe ETF | 3.42% | 698,721 | $55.8M | Add +6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.05% | 266,325 | $49.7M | Reduce -0.6% |
| MSFT Microsoft Corp. | 2.83% | 89,128 | $46.2M | Add +5.0% |
| AAPL Apple Inc. | 2.32% | 148,598 | $37.8M | Add +6.3% |
| ARES Ares Management Corp. Class A | 2.09% | 213,393 | $34.1M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 46,529 | $31.0M | Add +6.6% |
| NVDA Nvidia Corp. | 1.60% | 140,212 | $26.2M | Add +22.4% |
| EWJ iShares MSCI Japan ETF | 1.51% | 307,757 | $24.7M | Add +4.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.42% | 905,152 | $23.2M | Add +15.9% |
| URTH iShares MSCI World ETF | 1.33% | 119,030 | $21.6M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 54,594 | $17.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.93% | 68,796 | $15.1M | Add +20.9% |
| IXUS iShares Core Intl Stock ETF | 0.93% | 182,862 | $15.1M | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 26,227 | $12.6M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 22,080 | $11.1M | Add +68.8% |
| GOOG Alphabet Inc. Class C | 0.62% | 41,222 | $10.0M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.59% | 10,412 | $9.6M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.58% | 39,196 | $9.5M | Add +12.7% |
| JPM JPMorgan Chase & Co. | 0.56% | 28,747 | $9.1M | Add +61.0% |
| META Meta Platforms Inc. Class A | 0.55% | 12,266 | $9.0M | Add +27.6% |
| V Visa Inc. Class A | 0.50% | 23,915 | $8.2M | Add +31.1% |
| BKLN Invesco Senior Loan ETF | 0.46% | 360,967 | $7.6M | Add +16.3% |
| PFF iShares Preferred & Income S | 0.46% | 234,899 | $7.4M | Add +13.9% |
| BABA Alibaba Group Holding-SP ADR | 0.41% | 37,737 | $6.7M | Add +0.2% |
| AVGO Broadcom Inc. | 0.41% | 20,183 | $6.7M | Add +4.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 68,360 | $5.7M | Add +3.0% |
| HD Home Depot Inc. | 0.31% | 12,672 | $5.1M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 83,991 | $5.0M | Add +13.1% |
| TLH iShares 10-20 Year Treasury | 0.31% | 48,793 | $5.0M | Add +11.9% |
| SUB iShares Short-Term National | 0.29% | 45,034 | $4.8M | Reduce -11.9% |
| TSLA Tesla Inc. | 0.29% | 10,737 | $4.8M | Add +2.2% |
| IWF iShares Russell 1000 Growth | 0.28% | 9,817 | $4.6M | Add +1.6% |
| SHW The Sherwin-Williams Co. | 0.26% | 12,255 | $4.2M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.26% | 5,471 | $4.2M | Reduce -4.3% |
| MA Mastercard Inc. Class A | 0.24% | 6,905 | $3.9M | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 13,812 | $3.9M | Add +149.3% |
| WFC Wells Fargo & Co. | 0.23% | 45,627 | $3.8M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 5 | $3.8M | No change |
| GE General Electric filed as GE AEROSPACE | 0.21% | 11,482 | $3.5M | Add +212.7% |
| ABBV Abbvie Inc. | 0.21% | 14,886 | $3.4M | Add +3.1% |
| NFLX Netflix Inc. | 0.19% | 2,594 | $3.1M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.18% | 15,821 | $2.9M | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 0.18% | 4,355 | $2.9M | Add +28.1% |
| PWR Quanta Services Inc. | 0.17% | 6,762 | $2.8M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.17% | 33,347 | $2.8M | Add +7.8% |
| INTU Intuit Inc. | 0.17% | 4,069 | $2.8M | Add +367.7% |
| XOM Exxon Mobil Corp. | 0.16% | 22,949 | $2.6M | Reduce -12.4% |
| SCHB Schwab US Broad Market ETF | 0.16% | 100,227 | $2.6M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 4,808 | $2.3M | Add +32.8% |
| CI The Cigna Group | 0.14% | 7,972 | $2.3M | Add +233.7% |
| CL Colgate-Palmolive Co. | 0.14% | 28,388 | $2.3M | Reduce -3.9% |
| BX Blackstone Inc. | 0.13% | 12,774 | $2.2M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 40,530 | $2.1M | Add +1.0% |
| UBER Uber Technologies Inc. | 0.13% | 21,269 | $2.1M | Add +140.9% |
| PEP Pepsico Inc. | 0.12% | 14,364 | $2.0M | Add +13.2% |
| CRI Carter's Inc. | 0.12% | 70,904 | $2.0M | Reduce -0.1% |
| CPNG Coupang Inc. | 0.12% | 61,728 | $2.0M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.12% | 4,396 | $2.0M | Reduce -6.3% |
| MCO Moody's Corp. | 0.12% | 4,007 | $1.9M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 35,125 | $1.9M | Add +42.9% |
| HOOD Robinhood Markets Inc. Class A | 0.12% | 13,212 | $1.9M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.12% | 3,071 | $1.9M | Add +146.3% |
| QCOM Qualcomm Inc. | 0.11% | 11,196 | $1.9M | Add +9.2% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 8,563 | $1.8M | Reduce -0.1% |
| CTAS Cintas Corp. | 0.11% | 8,833 | $1.8M | Reduce -3.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.11% | 67,485 | $1.8M | No change |
| SCHF Schwab Intl Equity ETF | 0.11% | 75,820 | $1.8M | No change |
| ORCL Oracle Corp. | 0.11% | 6,239 | $1.8M | Add +5.9% |
| CVX Chevron Corp. | 0.10% | 10,818 | $1.7M | Add +12.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.10% | 18,648 | $1.7M | No change |
| WMT Walmart Inc. | 0.10% | 16,090 | $1.7M | Add +2.1% |
| SGOV iShares 0-3 Month Treasury B | 0.10% | 16,217 | $1.6M | Add +239.7% |
| EVR Evercore Inc. Class A | 0.10% | 4,813 | $1.6M | No change |
| NOW ServiceNow Inc. | 0.10% | 1,710 | $1.6M | Reduce -2.0% |
| RTX RTX Corp. | 0.10% | 9,320 | $1.6M | Add +0.7% |
| UNP Union Pacific Corp. | 0.09% | 6,390 | $1.5M | Reduce -1.8% |
| PAGP Plains GP Holdings LP | 0.09% | 82,539 | $1.5M | Add +31.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 14,292 | $1.5M | No change |
| IJH iShares Core S&P Midcap ETF | 0.09% | 22,382 | $1.5M | Reduce -2.9% |
| ABT Abbott Laboratories | 0.09% | 10,781 | $1.4M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.08% | 19,586 | $1.3M | Reduce -1.3% |
| IWD iShares Russell 1000 Value E | 0.08% | 6,564 | $1.3M | Add +9.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.08% | 111,597 | $1.3M | Add +1.2% |
| PII Polaris Inc. | 0.08% | 22,450 | $1.3M | Reduce -5.1% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 7,094 | $1.3M | Add +4.5% |
| BKNG Booking Holdings Inc. | 0.08% | 239 | $1.3M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 8,731 | $1.3M | Add +1.9% |
| LIN Linde PLC | 0.08% | 2,648 | $1.3M | Reduce -2.4% |
| PM Philip Morris International | 0.07% | 7,538 | $1.2M | Reduce -0.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.07% | 14,996 | $1.2M | Add +7.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 10,485 | $1.2M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,942 | $1.2M | Add +0.1% |
| MCD McDonald's Corp. | 0.07% | 3,831 | $1.2M | Reduce -0.7% |
Options reported separately and not counted above: UNH calls ($35K).
Portfolio Sells Q2 2025 → Q3 2025
| ARES Ares Management Corp. Class A | Reduce -0.3% | 2.09% | −0.45 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 3.05% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.59% | −0.12 |
| SUB iShares Short-Term National | Reduce -11.9% | 0.29% | −0.08 |
| IXUS iShares Core Intl Stock ETF | Reduce -2.9% | 0.93% | −0.07 |
| URTH iShares MSCI World ETF | Reduce -0.2% | 1.33% | −0.06 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.19% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -6.3% | 0.12% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -4.3% | 0.26% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -3.9% | 0.14% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 1.10% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -62.3% | 0.01% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -12.4% | 0.16% | −0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -9.0% | 0.07% | −0.03 |
| JMSI JPM Sus Municipal Income | Sold out | 0.00% | −0.03 |
| CTAS Cintas Corp. | Reduce -3.4% | 0.11% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -49.0% | 0.03% | −0.03 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 0.24% | −0.03 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.03 |
| NOW ServiceNow Inc. | Reduce -2.0% | 0.10% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -36.0% | 0.04% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 0.77% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -24.1% | 0.05% | −0.03 |
| ACN Accenture PLC Class A | Reduce -12.3% | 0.05% | −0.03 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.02 |
| CRI Carter's Inc. | Reduce -0.1% | 0.12% | −0.02 |
| MCO Moody's Corp. | Reduce -1.7% | 0.12% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Reduce -41.5% | 0.04% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| TOST Toast Inc. Class A | Reduce -3.4% | 0.05% | −0.02 |
| GWW WW Grainger Inc. | Reduce -41.9% | 0.02% | −0.02 |
| PM Philip Morris International | Reduce -0.8% | 0.07% | −0.02 |
| WGO Winnebago Industries | Reduce -48.8% | 0.02% | −0.02 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Reduce -17.8% | 0.02% | −0.02 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −0.02 |
| FTNT Fortinet Inc. | Reduce -17.8% | 0.02% | −0.02 |
| KO The Coca-Cola Co. | Reduce -7.7% | 0.06% | −0.02 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.02 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.02 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -17.8% | 0.07% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -28.8% | 0.03% | −0.02 |
| PGR Progressive Corp. | Reduce -2.6% | 0.06% | −0.02 |
| FOXF Fox Factory Holding Corp. | Reduce -1.9% | 0.07% | −0.02 |
| MMSI Merit Medical Systems Inc. | Sold out | 0.00% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -21.8% | 0.02% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +22.4% | 1.60% | +0.36 |
| AAPL Apple Inc. | Add +6.3% | 2.32% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +68.8% | 0.68% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +61.0% | 0.56% | +0.20 |
| MUB iShares National Muni Bond E | Add +14.7% | 4.35% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +12.7% | 0.58% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +149.3% | 0.24% | +0.15 |
| GE General Electric | Add +212.7% | 0.21% | +0.15 |
| INTU Intuit Inc. | Add +367.7% | 0.17% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | Add +0.2% | 0.41% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.62% | +0.12 |
| CI The Cigna Group | Add +233.7% | 0.14% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +4.4% | 4.26% | +0.08 |
| UBER Uber Technologies Inc. | Add +140.9% | 0.13% | +0.07 |
| GEV GE Vernova Inc. | Add +146.3% | 0.12% | +0.07 |
| AMZN Amazon.com Inc. | Add +20.9% | 0.93% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +239.7% | 0.10% | +0.07 |
| META Meta Platforms Inc. Class A | Add +27.6% | 0.55% | +0.07 |
| TSLA Tesla Inc. | Add +2.2% | 0.29% | +0.06 |
| V Visa Inc. Class A | Add +31.1% | 0.50% | +0.06 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +15.9% | 1.42% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.6% | 1.90% | +0.05 |
| AVGO Broadcom Inc. | Add +4.4% | 0.41% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +32.8% | 0.14% | +0.04 |
| SILJ Amplify Junior Silver Miners | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +209.4% | 0.05% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +28.1% | 0.18% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +146.5% | 0.06% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +42.9% | 0.12% | +0.03 |
| ABBV Abbvie Inc. | Add +3.1% | 0.21% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +118.6% | 0.05% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +4.9% | 0.18% | +0.02 |
| PAAS Pan American Silver Corp. | New | 0.02% | +0.02 |
| PFF iShares Preferred & Income S | Add +13.9% | 0.46% | +0.02 |
| ORCL Oracle Corp. | Add +5.9% | 0.11% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +13.1% | 0.31% | +0.02 |
| BKLN Invesco Senior Loan ETF | Add +16.3% | 0.46% | +0.02 |
| LVS Las Vegas Sands Corp. | New | 0.02% | +0.02 |
| NVT Nvent Electric PLC | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | Add +0.3% | 0.05% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +4.5% | 0.08% | +0.02 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.01% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +49.4% | 0.05% | +0.01 |
| RJF Raymond James Financial Inc. | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| GM General Motors Co. | New | 0.01% | +0.01 |
| IQV Iqvia Holdings Inc. | New | 0.01% | +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 |