DOSSIER · 13F-HR · Q1 2026

ANGELES WEALTH MANAGEMENT, LLC

$1.8B in tracked AUM across 524 positions as of Q1 2026.

AW
CIK 0001929170 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
524
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

ANGELES WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MGK
VANGUARD WORLD FD
$210M571K11.4%
02
VT
VANGUARD INTL EQUITY INDEX F
$204M1.5M11.1%
03
VXUS
VANGUARD STAR FDS
$127M1.6M6.9%
04
SPYV
SPDR SERIES TRUST
$124M2.2M6.8%
05
VOO
VANGUARD INDEX FDS
$98M164K5.3%
06
MUB
ISHARES TR
$81M768K4.4%
07
SCHG
SCHWAB STRATEGIC TR
$69M2.4M3.7%
08
VGK
VANGUARD INTL EQUITY INDEX F
$64M780K3.5%
09
VTV
VANGUARD INDEX FDS
$49M248K2.7%
10
AAPL
APPLE INC
$46M182K2.5%

Filing history

2026Q1Mar 31
$1.8B 1.4%
524 positionsView →
2025Q4Dec 31
$1.8B 325.8%
465 positionsView →
2025Q3Sep 30
$426M 70.8%
169 positionsView →
2025Q2Jun 30
$1.5B 21.1%
429 positionsLocked
2025Q1Mar 31
$1.2B 0.8%
367 positionsLocked
2024Q4Dec 31
$1.2B 4.5%
369 positionsLocked
2024Q3Sep 30
$1.2B 9.0%
328 positionsLocked
2024Q2Jun 30
$1.1B 6.6%
305 positionsLocked
2024Q1Mar 31
$1000M 21.8%
296 positionsLocked
2023Q4Dec 31
$821M 16.0%
258 positionsLocked
2023Q3Sep 30
$708M 3.5%
224 positionsLocked
2023Q2Jun 30
$734M 9.1%
217 positionsLocked
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