Angeles Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Angeles Wealth Management, LLC reported 459 stock positions worth $1.8 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 13.4% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.5%). Compared with Q3 2025, it opened 84 new positions, sold out of 32, added to 257 and reduced 59. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +1457%) and the biggest sale Ares Management Class A (ARES, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.8B (Q4 2025)
- SEC Filing
- 0001398344-26-003295 ↗ filed Feb 17, 2026
Holdings Value
Holdings 459 stocks · $1.8B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 13.42% | 589,456 | $243.3M | Add +1.9% |
| VT Vanguard Tot World STK ETF | 11.12% | 1,428,931 | $201.6M | Add +5.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.50% | 2,072,630 | $117.7M | Add +9.9% |
| VXUS Vanguard Total Intl Stock | 5.80% | 1,392,855 | $105.1M | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 5.63% | 162,688 | $102.0M | Add +16.6% |
| SCHG Schwab US Large-Cap Growth | 4.21% | 2,336,825 | $76.2M | Add +7.2% |
| MUB iShares National Muni Bond E | 4.15% | 702,947 | $75.3M | Add +5.5% |
| VGK Vanguard Ftse Europe ETF | 3.40% | 737,382 | $61.7M | Add +5.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.68% | 254,131 | $48.5M | Reduce -4.6% |
| MSFT Microsoft Corp. | 2.62% | 98,172 | $47.5M | Add +10.2% |
| AAPL Apple Inc. | 2.52% | 167,839 | $45.6M | Add +12.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.08% | 55,213 | $37.7M | Add +18.7% |
| NVDA Nvidia Corp. | 1.53% | 148,929 | $27.8M | Add +6.2% |
| EWJ iShares MSCI Japan ETF | 1.46% | 326,745 | $26.4M | Add +6.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.42% | 1,017,170 | $25.8M | Add +12.4% |
| URTH iShares MSCI World ETF | 1.25% | 122,386 | $22.7M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.04% | 56,306 | $18.9M | Add +3.1% |
| AMZN Amazon.com Inc. | 1.02% | 79,781 | $18.4M | Add +16.0% |
| VYM Vanguard High DVD Yield ETF | 0.97% | 123,124 | $17.7M | Add +1456.8% |
| IXUS iShares Core Intl Stock ETF | 0.85% | 182,485 | $15.4M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.84% | 48,750 | $15.3M | Add +18.3% |
| GOOGL Alphabet Inc. Class A | 0.84% | 48,658 | $15.2M | Add +24.1% |
| AVGO Broadcom Inc. | 0.75% | 39,277 | $13.6M | Add +94.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 25,935 | $12.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 22,407 | $11.3M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 0.60% | 33,940 | $10.9M | Add +18.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 109,626 | $9.1M | Add +60.4% |
| V Visa Inc. Class A | 0.50% | 25,793 | $9.0M | Add +7.8% |
| COST Costco Wholesale Corp. | 0.48% | 10,141 | $8.7M | Reduce -2.6% |
| BKLN Invesco Senior Loan ETF | 0.47% | 409,980 | $8.6M | Add +13.6% |
| META Meta Platforms Inc. Class A | 0.47% | 12,998 | $8.6M | Add +6.0% |
| PFF iShares Preferred & Income S | 0.45% | 262,543 | $8.1M | Add +11.8% |
| LLY Eli Lilly & Co. | 0.40% | 6,726 | $7.2M | Add +22.9% |
| IDV iShares International Select | 0.40% | 182,000 | $7.2M | New |
| EFA iShares MSCI Eafe ETF | 0.37% | 69,572 | $6.7M | Add +660.4% |
| TLH iShares 10-20 Year Treasury | 0.37% | 65,406 | $6.6M | Add +34.0% |
| TSLA Tesla Inc. | 0.29% | 11,561 | $5.2M | Add +7.7% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 81,243 | $5.1M | Reduce -3.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 16,520 | $5.0M | Add +19.6% |
| HD Home Depot Inc. | 0.26% | 13,553 | $4.7M | Add +7.0% |
| ABBV Abbvie Inc. | 0.26% | 20,363 | $4.7M | Add +36.8% |
| WFC Wells Fargo & Co. | 0.25% | 48,567 | $4.5M | Add +6.4% |
| MA Mastercard Inc. Class A | 0.25% | 7,852 | $4.5M | Add +13.7% |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 30,102 | $4.4M | Reduce -20.2% |
| SUB iShares Short-Term National | 0.22% | 38,115 | $4.1M | Reduce -15.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.22% | 44,000 | $4.0M | Add +1591.0% |
| JNJ Johnson & Johnson | 0.22% | 18,991 | $3.9M | Add +20.0% |
| SHW The Sherwin-Williams Co. | 0.22% | 12,106 | $3.9M | Reduce -1.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 5 | $3.8M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 68,327 | $3.7M | Add +94.5% |
| MRK Merck & Co. Inc. | 0.20% | 34,445 | $3.7M | Add +3.3% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 11,722 | $3.6M | Add +2.1% |
| XOM Exxon Mobil Corp. | 0.19% | 28,776 | $3.5M | Add +25.4% |
| IWF iShares Russell 1000 Growth | 0.18% | 7,062 | $3.3M | Reduce -28.1% |
| CTAS Cintas Corp. | 0.17% | 16,153 | $3.0M | Add +82.9% |
| PWR Quanta Services Inc. | 0.16% | 6,891 | $2.9M | Add +1.9% |
| SCHB Schwab US Broad Market ETF | 0.16% | 108,309 | $2.8M | Add +8.1% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 4,877 | $2.8M | Add +1.4% |
| INTU Intuit Inc. | 0.15% | 4,228 | $2.8M | Add +3.9% |
| PEP Pepsico Inc. | 0.15% | 18,856 | $2.7M | Add +31.3% |
| ISRG Intuitive Surgical Inc. | 0.14% | 4,626 | $2.6M | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 0.14% | 3,748 | $2.6M | Reduce -13.9% |
| NFLX Netflix Inc. | 0.14% | 26,615 | $2.5M | Add +2.6% |
| WMT Walmart Inc. | 0.13% | 21,799 | $2.4M | Add +35.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 43,936 | $2.4M | Add +8.4% |
| RTX RTX Corp. | 0.13% | 12,685 | $2.3M | Add +36.1% |
| CRI Carter's Inc. | 0.13% | 70,904 | $2.3M | No change |
| CI The Cigna Group | 0.12% | 7,917 | $2.2M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.12% | 6,970 | $2.1M | Add +81.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 13,520 | $2.1M | Add +54.9% |
| CL Colgate-Palmolive Co. | 0.11% | 26,123 | $2.1M | Reduce -8.0% |
| MCO Moody's Corp. | 0.11% | 4,034 | $2.1M | Add +0.7% |
| GEV GE Vernova Inc. | 0.11% | 3,148 | $2.1M | Add +2.5% |
| BX Blackstone Inc. | 0.11% | 13,203 | $2.0M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.11% | 26,364 | $2.0M | Add +34.6% |
| QCOM Qualcomm Inc. | 0.11% | 11,686 | $2.0M | Add +4.4% |
| CVX Chevron Corp. | 0.11% | 13,091 | $2.0M | Add +21.0% |
| UNP Union Pacific Corp. | 0.11% | 8,529 | $2.0M | Add +33.5% |
| SCHF Schwab Intl Equity ETF | 0.10% | 77,235 | $1.9M | Add +1.9% |
| MU Micron Technology Inc. | 0.10% | 6,461 | $1.8M | Add +35.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 67,485 | $1.8M | No change |
| UBER Uber Technologies Inc. | 0.10% | 21,693 | $1.8M | Add +2.0% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 14,345 | $1.8M | Add +62.1% |
| EVR Evercore Inc. Class A | 0.09% | 4,813 | $1.6M | No change |
| FOXF Fox Factory Holding Corp. | 0.09% | 94,634 | $1.6M | Add +102.3% |
| ABT Abbott Laboratories | 0.09% | 12,387 | $1.6M | Add +14.9% |
| IWM iShares Russell 2000 ETF | 0.09% | 6,303 | $1.6M | Add +60.8% |
| PAGP Plains GP Holdings LP | 0.09% | 80,894 | $1.5M | Reduce -2.0% |
| SGOV iShares 0-3 Month Treasury B | 0.09% | 15,398 | $1.5M | Reduce -5.0% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,748 | $1.5M | Add +95.1% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 23,087 | $1.5M | Add +3.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.08% | 29,522 | $1.5M | Add +19.4% |
| HOOD Robinhood Markets Inc. Class A | 0.08% | 13,165 | $1.5M | Reduce -0.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.08% | 112,937 | $1.5M | Add +1.2% |
| CPNG Coupang Inc. | 0.08% | 62,452 | $1.5M | Add +1.2% |
| ARES Ares Management Corp. Class A | 0.08% | 9,046 | $1.5M | Reduce -95.8% |
| IWD iShares Russell 1000 Value E | 0.08% | 6,932 | $1.5M | Add +5.6% |
| PII Polaris Inc. | 0.08% | 22,530 | $1.4M | Add +0.4% |
| ETN Eaton Corp. PLC | 0.08% | 4,468 | $1.4M | Add +263.0% |
| LRCX Lam Research Corp. | 0.08% | 8,143 | $1.4M | Add +33.8% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $967K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 5,000 | $351K | New |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 3,000 | $226K | New |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | 3,200 | $164K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 100 | $127K | New |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 60 | $73K | New |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 552 | $27K | New |
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q3 2025 → Q4 2025
| ARES Ares Management Corp. Class A | Reduce -95.8% | 0.08% | −2.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.6% | 2.68% | −0.37 |
| BABA Alibaba Group Holding-SP ADR | Reduce -20.2% | 0.24% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -2.6% | 0.48% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -28.1% | 0.18% | −0.10 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.2% | 0.85% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 0.70% | −0.07 |
| SUB iShares Short-Term National | Reduce -15.4% | 0.22% | −0.07 |
| DFUV Dimensional US Marketwide Va | Reduce -67.8% | 0.02% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -48.5% | 0.04% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -1.2% | 0.22% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -28.4% | 0.07% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -13.9% | 0.14% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.7% | 0.07% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Reduce -0.4% | 0.08% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -54.3% | 0.02% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.3% | 0.28% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -8.0% | 0.11% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.02 |
| CI The Cigna Group | Reduce -0.7% | 0.12% | −0.02 |
| KTOS Kratos Defense & Security | Reduce -23.2% | 0.03% | −0.02 |
| ONEY SS SPDR R1000 Yield Foc ETF | Sold out | 0.00% | −0.02 |
| AVAV Aerovironment Inc. | Reduce -14.7% | 0.03% | −0.02 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -93.0% | 0.00% | −0.02 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.0% | 0.09% | −0.01 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.01 |
| ENFR Alerian Energy Infrastructur | Sold out | 0.00% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.01 |
| IHDG Wisdomtree International Hed | Sold out | 0.00% | −0.01 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.01 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.01 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.01 |
| SO The Southern Co. | Sold out | 0.00% | −0.01 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.01 |
| KR Kroger Co. | Sold out | 0.00% | −0.01 |
| VST Vistra Corp. | Sold out | 0.00% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.01 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.01 |
| BALL Ball Corp. | Reduce -33.7% | 0.02% | −0.01 |
| BA The Boeing Co. | Reduce -21.9% | 0.03% | −0.01 |
| DVYE iShares Emerging Markets Div | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -2.5% | 0.07% | −0.01 |
| WM Waste Management Inc. | Reduce -4.6% | 0.06% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -6.8% | 0.06% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VYM Vanguard High DVD Yield ETF | Add +1456.8% | 0.97% | +0.91 |
| IDV iShares International Select | New | 0.40% | +0.40 |
| VOO Vanguard S&P 500 ETF | Add +16.6% | 5.63% | +0.39 |
| AVGO Broadcom Inc. | Add +94.6% | 0.75% | +0.34 |
| EFA iShares MSCI Eafe ETF | Add +660.4% | 0.37% | +0.32 |
| GOOGL Alphabet Inc. Class A | Add +24.1% | 0.84% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +18.3% | 0.84% | +0.23 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1591.0% | 0.22% | +0.20 |
| AAPL Apple Inc. | Add +12.9% | 2.52% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.7% | 2.08% | +0.18 |
| SHY iShares 1-3 Year Treasury Bo | Add +60.4% | 0.50% | +0.15 |
| LLY Eli Lilly & Co. | Add +22.9% | 0.40% | +0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +9.9% | 6.50% | +0.10 |
| AMZN Amazon.com Inc. | Add +16.0% | 1.02% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +94.5% | 0.20% | +0.09 |
| TLH iShares 10-20 Year Treasury | Add +34.0% | 0.37% | +0.06 |
| CTAS Cintas Corp. | Add +82.9% | 0.17% | +0.06 |
| MU Micron Technology Inc. | Add +35.4% | 0.10% | +0.05 |
| ETN Eaton Corp. PLC | Add +263.0% | 0.08% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +392.7% | 0.06% | +0.05 |
| NBSD Neuberger Short Duration Inc. | New | 0.05% | +0.05 |
| HCA HCA Healthcare Inc. | Add +182.7% | 0.07% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +18.1% | 0.60% | +0.05 |
| MCD McDonald's Corp. | Add +81.9% | 0.12% | +0.05 |
| ABBV Abbvie Inc. | Add +36.8% | 0.26% | +0.05 |
| YOLO Advisorshares Pure Cannabis | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.6% | 0.28% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +95.1% | 0.08% | +0.04 |
| TJX TJX Companies Inc. | Add +54.9% | 0.11% | +0.04 |
| JNJ Johnson & Johnson | Add +20.0% | 0.22% | +0.04 |
| WHR Whirlpool Corp. | Add +264.5% | 0.05% | +0.03 |
| ZION Zions Bancorp NA | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +78.9% | 0.07% | +0.03 |
| RTX RTX Corp. | Add +36.1% | 0.13% | +0.03 |
| WMT Walmart Inc. | Add +35.5% | 0.13% | +0.03 |
| XOM Exxon Mobil Corp. | Add +25.4% | 0.19% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +62.1% | 0.10% | +0.03 |
| CTRE Caretrust REIT Inc. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +3.3% | 0.20% | +0.03 |
| CSCO Cisco Systems Inc. | Add +34.6% | 0.11% | +0.03 |
| WMB Williams Cos Inc. | Add +255.1% | 0.04% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +60.8% | 0.09% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.03% | +0.03 |
| DUK Duke Energy Corp. | Add +187.9% | 0.05% | +0.03 |
| LRCX Lam Research Corp. | Add +33.8% | 0.08% | +0.03 |
| PEP Pepsico Inc. | Add +31.3% | 0.15% | +0.03 |
| XLF SS Financial Select Sector | Add +441.0% | 0.03% | +0.03 |
| ACN Accenture PLC Class A | Add +57.5% | 0.07% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +56.2% | 0.06% | +0.03 |
| EXEL Exelixis Inc. | New | 0.02% | +0.02 |
Options Activity Q3 2025 → Q4 2025
| UNH Unitedhealth Group Inc. | call | Sold out | 100 | $35Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 5,000 | $351K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | New | 3,000 | $226K |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | New | 3,200 | $164K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 100 | $127K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 60 | $73K |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | New | 552 | $27K |
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 |