Angeles Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Angeles Wealth Management, LLC reported 518 stock positions worth $1.8 billion. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 11.4% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 11.1%) and Vanguard Total Intl Stock (VXUS, 6.9%). Compared with Q4 2025, it opened 93 new positions, sold out of 34, added to 263 and reduced 81. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +18%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001929170
- Portfolio Value
- $1.8B (Q1 2026)
- SEC Filing
- 0001398344-26-008459 ↗ filed May 6, 2026
Holdings Value
Holdings 518 stocks · $1.8B
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 11.43% | 571,184 | $209.9M | Reduce -3.1% |
| VT Vanguard Tot World STK ETF | 11.09% | 1,472,738 | $203.7M | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 6.90% | 1,643,243 | $126.7M | Add +18.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.77% | 2,198,037 | $124.4M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 5.34% | 164,274 | $98.2M | Add +1.0% |
| MUB iShares National Muni Bond E | 4.44% | 767,535 | $81.5M | Add +9.2% |
| SCHG Schwab US Large-Cap Growth | 3.74% | 2,359,736 | $68.7M | Add +1.0% |
| VGK Vanguard Ftse Europe ETF | 3.50% | 780,382 | $64.3M | Add +5.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.65% | 248,466 | $48.7M | Reduce -2.2% |
| AAPL Apple Inc. | 2.52% | 182,360 | $46.3M | Add +8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.96% | 55,248 | $36.0M | Add +0.1% |
| MSFT Microsoft Corp. | 1.96% | 97,065 | $35.9M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.61% | 169,540 | $29.6M | Add +13.8% |
| EWJ iShares MSCI Japan ETF | 1.57% | 341,655 | $28.8M | Add +4.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.48% | 1,088,356 | $27.2M | Add +7.0% |
| URTH iShares MSCI World ETF | 1.15% | 117,701 | $21.2M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 1.13% | 99,876 | $20.8M | Add +25.2% |
| VYM Vanguard High DVD Yield ETF | 0.99% | 123,124 | $18.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.99% | 63,279 | $18.2M | Add +30.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 52,105 | $16.7M | Reduce -7.5% |
| IXUS iShares Core Intl Stock ETF | 0.84% | 178,509 | $15.5M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 0.82% | 52,710 | $15.1M | Add +8.1% |
| AVGO Broadcom Inc. | 0.72% | 42,884 | $13.3M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 24,859 | $11.9M | Add +10.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.62% | 25,883 | $11.3M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.58% | 10,785 | $10.7M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.57% | 35,718 | $10.5M | Add +5.2% |
| BKLN Invesco Senior Loan ETF | 0.49% | 445,052 | $9.1M | Add +8.6% |
| PFF iShares Preferred & Income S | 0.47% | 285,545 | $8.7M | Add +8.8% |
| META Meta Platforms Inc. Class A | 0.45% | 14,468 | $8.3M | Add +11.3% |
| V Visa Inc. Class A | 0.45% | 27,376 | $8.3M | Add +6.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 94,954 | $7.8M | Reduce -13.4% |
| IDV iShares International Select | 0.42% | 182,000 | $7.7M | No change |
| TLH iShares 10-20 Year Treasury | 0.39% | 70,782 | $7.1M | Add +8.2% |
| LLY Eli Lilly & Co. | 0.37% | 7,458 | $6.9M | Add +10.9% |
| EFA iShares MSCI Eafe ETF | 0.37% | 69,683 | $6.8M | Add +0.2% |
| TSLA Tesla Inc. | 0.35% | 17,377 | $6.5M | Add +50.3% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 85,156 | $5.5M | Add +4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 15,942 | $5.4M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.29% | 31,530 | $5.3M | Add +9.6% |
| JNJ Johnson & Johnson | 0.27% | 20,301 | $5.0M | Add +6.9% |
| MRK Merck & Co. Inc. | 0.25% | 37,583 | $4.6M | Add +9.1% |
| ABBV Abbvie Inc. | 0.25% | 20,775 | $4.5M | Add +2.0% |
| MA Mastercard Inc. Class A | 0.24% | 8,718 | $4.4M | Add +11.0% |
| PAA Plains All Amer Pipeline LP | 0.23% | 192,807 | $4.3M | New |
| HD Home Depot Inc. | 0.23% | 12,866 | $4.2M | Reduce -5.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.23% | 44,000 | $4.1M | No change |
| WFC Wells Fargo & Co. | 0.22% | 50,683 | $4.0M | Add +4.4% |
| GLD SPDR Gold Shares | 0.22% | 9,320 | $4.0M | Add +326.9% |
| SHW The Sherwin-Williams Co. | 0.21% | 12,152 | $3.9M | Add +0.4% |
| BABA Alibaba Group Holding-SP ADR | 0.21% | 30,321 | $3.8M | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 13,209 | $3.8M | Add +12.7% |
| PWR Quanta Services Inc. | 0.20% | 6,812 | $3.7M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 68,488 | $3.7M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 5 | $3.6M | No change |
| CVX Chevron Corp. | 0.18% | 15,785 | $3.3M | Add +20.6% |
| WMT Walmart Inc. | 0.17% | 24,725 | $3.1M | Add +13.4% |
| PEP Pepsico Inc. | 0.16% | 19,367 | $3.0M | Add +2.7% |
| GEV GE Vernova Inc. | 0.16% | 3,384 | $3.0M | Add +7.5% |
| NFLX Netflix Inc. | 0.15% | 28,897 | $2.8M | Add +8.6% |
| CTAS Cintas Corp. | 0.15% | 16,402 | $2.8M | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.15% | 6,487 | $2.8M | Reduce -8.1% |
| SCHB Schwab US Broad Market ETF | 0.15% | 108,801 | $2.7M | Add +0.5% |
| RTX RTX Corp. | 0.14% | 13,777 | $2.7M | Add +8.6% |
| MU Micron Technology Inc. | 0.14% | 7,346 | $2.5M | Add +13.7% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 4,914 | $2.4M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.13% | 3,646 | $2.4M | Reduce -2.7% |
| CL Colgate-Palmolive Co. | 0.13% | 27,782 | $2.4M | Add +6.3% |
| CSCO Cisco Systems Inc. | 0.12% | 29,520 | $2.3M | Add +12.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 14,205 | $2.3M | Add +5.1% |
| MCD McDonald's Corp. | 0.12% | 7,293 | $2.3M | Add +4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 45,844 | $2.2M | Add +4.3% |
| ISRG Intuitive Surgical Inc. | 0.12% | 4,763 | $2.2M | Add +3.0% |
| LRCX Lam Research Corp. | 0.12% | 10,158 | $2.2M | Add +24.8% |
| SUB iShares Short-Term National | 0.12% | 20,218 | $2.2M | Reduce -47.0% |
| UNP Union Pacific Corp. | 0.12% | 8,784 | $2.1M | Add +3.0% |
| WHR Whirlpool Corp. | 0.11% | 38,697 | $2.1M | Add +196.9% |
| FOXF Fox Factory Holding Corp. | 0.11% | 120,316 | $2.0M | Add +27.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.11% | 70,728 | $2.0M | Add +4.8% |
| PAGP Plains GP Holdings LP | 0.11% | 80,894 | $2.0M | No change |
| SCHF Schwab Intl Equity ETF | 0.11% | 79,348 | $2.0M | Add +2.7% |
| QCOM Qualcomm Inc. | 0.10% | 14,661 | $1.9M | Add +25.5% |
| ETN Eaton Corp. PLC | 0.10% | 5,188 | $1.9M | Add +16.1% |
| AVPT Avepoint Inc. | 0.10% | 187,493 | $1.8M | New |
| MCO Moody's Corp. | 0.10% | 4,007 | $1.7M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 14,345 | $1.6M | No change |
| AMAT Applied Materials Inc. | 0.09% | 4,721 | $1.6M | Reduce -1.4% |
| PM Philip Morris International | 0.09% | 9,671 | $1.6M | Add +13.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.09% | 29,257 | $1.6M | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.09% | 6,428 | $1.6M | Add +2.0% |
| BX Blackstone Inc. | 0.08% | 13,076 | $1.5M | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 0.08% | 6,966 | $1.5M | Add +0.5% |
| KO The Coca-Cola Co. | 0.08% | 19,251 | $1.5M | Add +11.9% |
| NOW ServiceNow Inc. | 0.08% | 14,018 | $1.5M | Add +55.5% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,731 | $1.5M | Reduce -1.0% |
| EVR Evercore Inc. Class A | 0.08% | 4,892 | $1.5M | Add +1.6% |
| LIN Linde PLC | 0.08% | 2,918 | $1.4M | Add +8.7% |
| CMI Cummins Inc. | 0.08% | 2,638 | $1.4M | Add +0.9% |
| COP Conocophillips | 0.08% | 10,740 | $1.4M | Add +13.1% |
| HCA HCA Healthcare Inc. | 0.08% | 2,994 | $1.4M | Add +4.4% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | 9,000 | $414K | New |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 6,200 | $402K | Add +24.0% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 3,000 | $176K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 100 | $119K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 60 | $69K | No change |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 552 | $29K | No change |
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.1% | 11.43% | −2.00 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.96% | −0.66 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.5% | 0.91% | −0.13 |
| INTU Intuit Inc. | Reduce -68.2% | 0.03% | −0.12 |
| SUB iShares Short-Term National | Reduce -47.0% | 0.12% | −0.11 |
| URTH iShares MSCI World ETF | Reduce -3.8% | 1.15% | −0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.62% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -13.4% | 0.43% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.07 |
| CI The Cigna Group | Reduce -52.4% | 0.05% | −0.07 |
| CRI Carter's Inc. | Reduce -50.3% | 0.07% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -62.6% | 0.03% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -40.5% | 0.05% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -8.1% | 0.15% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Reduce -0.1% | 0.05% | −0.03 |
| BX Blackstone Inc. | Reduce -1.0% | 0.08% | −0.03 |
| HD Home Depot Inc. | Reduce -5.1% | 0.23% | −0.03 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.03 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.03 |
| ABT Abbott Laboratories | Reduce -12.9% | 0.06% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 2.65% | −0.02 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.05% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.02 |
| MCO Moody's Corp. | Reduce -0.7% | 0.10% | −0.02 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.1% | 0.07% | −0.02 |
| DHR Danaher Corp. | Reduce -3.2% | 0.06% | −0.02 |
| SOXQ Invesco PHLX Semiconductor | Sold out | 0.00% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -52.6% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.5% | 0.06% | −0.01 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.01 |
| BITW Bitwise 10 Crypto Index ETF | Sold out | 0.00% | −0.01 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.01 |
| HEI Heico Corp. | Sold out | 0.00% | −0.01 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.01 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.7% | 0.13% | −0.01 |
| HPQ HP Inc. | Sold out | 0.00% | −0.01 |
| PII Polaris Inc. | Reduce -0.1% | 0.07% | −0.01 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.01 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.05% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -89.9% | 0.00% | −0.01 |
| MET Metlife Inc. | Sold out | 0.00% | −0.01 |
| MORN Morningstar Inc. | Sold out | 0.00% | −0.01 |
| KTOS Kratos Defense & Security | Reduce -34.6% | 0.02% | −0.01 |
| PGR Progressive Corp. | Reduce -0.1% | 0.06% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VXUS Vanguard Total Intl Stock | Add +18.0% | 6.90% | +1.10 |
| MUB iShares National Muni Bond E | Add +9.2% | 4.44% | +0.28 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +6.0% | 6.77% | +0.27 |
| PAA Plains All Amer Pipeline LP | New | 0.23% | +0.23 |
| GLD SPDR Gold Shares | Add +326.9% | 0.22% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +30.1% | 0.99% | +0.15 |
| AMZN Amazon.com Inc. | Add +25.2% | 1.13% | +0.12 |
| EWJ iShares MSCI Japan ETF | Add +4.6% | 1.57% | +0.12 |
| COST Costco Wholesale Corp. | Add +6.3% | 0.58% | +0.10 |
| VGK Vanguard Ftse Europe ETF | Add +5.8% | 3.50% | +0.10 |
| XOM Exxon Mobil Corp. | Add +9.6% | 0.29% | +0.10 |
| AVPT Avepoint Inc. | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +13.8% | 1.61% | +0.08 |
| LBRT Liberty Energy Inc. | New | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +20.6% | 0.18% | +0.07 |
| TSLA Tesla Inc. | Add +50.3% | 0.35% | +0.06 |
| WHR Whirlpool Corp. | Add +196.9% | 0.11% | +0.06 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +7.0% | 1.48% | +0.06 |
| ILF iShares Latin America 40 ETF | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | Add +6.9% | 0.27% | +0.05 |
| GEV GE Vernova Inc. | Add +7.5% | 0.16% | +0.05 |
| MRK Merck & Co. Inc. | Add +9.1% | 0.25% | +0.05 |
| GRW TCW Durable Growth ETF | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +24.8% | 0.12% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +127.3% | 0.06% | +0.04 |
| MU Micron Technology Inc. | Add +13.7% | 0.14% | +0.03 |
| WMT Walmart Inc. | Add +13.4% | 0.17% | +0.03 |
| APA Apa Corp. | New | 0.03% | +0.03 |
| COP Conocophillips | Add +13.1% | 0.08% | +0.03 |
| SLX Vaneck Steel ETF | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.9% | 0.65% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +155.1% | 0.04% | +0.03 |
| SPOT Spotify Technology SA | Add +259.5% | 0.04% | +0.02 |
| ED Consolidated Edison Inc. | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +23.1% | 0.07% | +0.02 |
| PFF iShares Preferred & Income S | Add +8.8% | 0.47% | +0.02 |
| ETN Eaton Corp. PLC | Add +16.1% | 0.10% | +0.02 |
| TLH iShares 10-20 Year Treasury | Add +8.2% | 0.39% | +0.02 |
| SLV iShares Silver Trust | New | 0.02% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +5495.8% | 0.02% | +0.02 |
| IPGP Ipg Photonics Corp. | New | 0.02% | +0.02 |
| BKLN Invesco Senior Loan ETF | Add +8.6% | 0.49% | +0.02 |
| PSX Phillips 66 | Add +6.6% | 0.06% | +0.02 |
| FOXF Fox Factory Holding Corp. | Add +27.1% | 0.11% | +0.02 |
| GDX Vaneck Gold Miners ETF | New | 0.02% | +0.02 |
| IGOV iShares International Treasu | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | Add +10.9% | 0.04% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 0.30% | +0.02 |
| GILD Gilead Sciences Inc. | Add +41.6% | 0.04% | +0.02 |
| WCN Waste Connections Inc. | New | 0.02% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | New | 9,000 | $414K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +24.0% | 6,200 | $402K |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | Sold out | 3,200 | $164Kbefore 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 |