Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ANGELES WEALTH MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

ANGELES WEALTH MANAGEMENT, LLC (CIK 1929170) reported $1.84B across 523 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MGK ($209.9M, 11.42%), VT ($203.7M, 11.08%), VXUS ($126.7M, 6.89%), SPYV ($124.4M, 6.77%), VOO ($98.2M, 5.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MGKVANGUARD WORLD FD$209.9M11.42%571,184Trimmed
2VTVANGUARD INTL EQUITY INDEX F$203.7M11.08%1.5MAdded
3VXUSVANGUARD STAR FDS$126.7M6.89%1.6MAdded
4SPYVSPDR SERIES TRUST$124.4M6.77%2.2MAdded
5VOOVANGUARD INDEX FDS$98.2M5.34%164,274Added
6MUBISHARES TR$81.5M4.43%767,535Added
7SCHGSCHWAB STRATEGIC TR$68.7M3.74%2.4MAdded
8VGKVANGUARD INTL EQUITY INDEX F$64.3M3.50%780,382Added
9VTVVANGUARD INDEX FDS$48.7M2.65%248,466Trimmed
10AAPLAPPLE INC$46.3M2.52%182,360Added
11SPYSTATE STR SPDR S&P 500 ETF T$36.0M1.96%55,248Added
12MSFTMICROSOFT CORP$35.9M1.95%97,065Trimmed
13NVDANVIDIA CORPORATION$29.6M1.61%169,540Added
14EWJISHARES INC$28.8M1.57%341,655Added
15SJNKSPDR SERIES TRUST$27.2M1.48%1.1MAdded
16URTHISHARES INC$21.2M1.15%117,701Trimmed
17AMZNAMAZON COM INC$20.8M1.13%99,876Added
18VYMVANGUARD WHITEHALL FDS$18.2M0.99%123,124Hold
19GOOGLALPHABET INC$18.2M0.99%63,279Added
20VTIVANGUARD INDEX FDS$16.7M0.91%52,105Trimmed
21IXUSISHARES TR$15.5M0.84%178,509Trimmed
22GOOGALPHABET INC$15.1M0.82%52,710Added
23AVGOBROADCOM INC$13.3M0.72%42,884Added
24BRK/BBERKSHIRE HATHAWAY INC DEL$11.9M0.65%24,859Added
25VUGVANGUARD INDEX FDS$11.3M0.62%25,883Trimmed

Source: SEC Form 13F filings · as of 2026-03-31