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Latest ANGELES WEALTH MANAGEMENT, LLC Stock Portfolio

$2.19Billion | No. of Holdings #624

ANGELES WEALTH MANAGEMENT, LLC Performance

2026 Q2-19.64%
YTD-22.71%
2025+14.87%

About ANGELES WEALTH MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, ANGELES WEALTH MANAGEMENT, LLC reported an equity portfolio of $2.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of ANGELES WEALTH MANAGEMENT, LLC are EDV, VEU, VXUS. The fund has invested 11.5% of it's portfolio in VANGUARD WORLD FD and 10.9% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off NEUBERGER BERMAN ETF TRUST, HONEYWELL INTL INC (HON) and APA CORPORATION (APA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and ARES MANAGEMENT CORPORATION (ARES). ANGELES WEALTH MANAGEMENT, LLC opened new stock positions in ISHARES TR (AMPS), THE REALREAL INC (REAL) and JAZZ PHARMACEUTICALS PLC (JAZZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ALIGHT INC (ALIT) and J P MORGAN EXCHANGE TRADED F (BBAX).
ANGELES WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$2.19Billion
  as of Jul 28, 2026

ANGELES WEALTH MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ANGELES WEALTH MANAGEMENT, LLC made a return of -19.64% in the last quarter. In trailing 12 months, it's portfolio return was -15.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,458,140
the realreal inc1,290,060
jazz pharmaceuticals plc1,221,240
vistra corp961,456
viper energy inc933,139
roblox corp915,270
public storage900,181
neos etf trust807,043
New stocks bought by ANGELES WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
vanguard index fds3,818
j p morgan exchange traded f1,018
state str spdr s&p 500 etf t997
ishares tr864
vanguard index fds503
vanguard world fd402
vanguard index fds364
ishares tr297
Additions to existing portfolio by ANGELES WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
ares management corporation-65.14
select sector spdr tr-55.12
liveramp hldgs inc-49.34
freeport mcmoran inc-42.17
medtronic plc-42.00
the cigna group-36.13
autozone inc-35.66
intuitive surgical inc-26.41
ANGELES WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by ANGELES WEALTH MANAGEMENT, LLC

Sector Distribution

ANGELES WEALTH MANAGEMENT, LLC has about 73.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Healthcare
  • Industrials
  • Energy
  • Consumer Defensive
Sector%
Others73.3
Technology10.4
Consumer Cyclical3
Communication Services2.8
Financial Services2.7
Healthcare2.3
Industrials2.1
Energy1.2
Consumer Defensive1.2

Market Cap. Distribution

ANGELES WEALTH MANAGEMENT, LLC has about 25.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED73.3
MEGA-CAP18
LARGE-CAP7.4

Stocks belong to which Index?

About 24.2% of the stocks held by ANGELES WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.1
S&P 50024.2
Top 5 Winners (%)%
HYLN
hyliion holdings corp
196.0 %
MU
micron technology inc
191.2 %
INTC
intel corp
169.5 %
sandisk corp
165.5 %
AMD
advanced micro devices inc
151.8 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
27.9 M
VB
vanguard index fds
14.8 M
VXUS
vanguard star fds
14.1 M
FNDA
schwab strategic tr
11.3 M
BIL
spdr series trust
9.5 M
Top 5 Losers (%)%
sable offshore corp
-81.4 %
SPY
state str spdr s&p 500 etf t
-80.1 %
VAW
vanguard world fd
-77.4 %
VB
vanguard index fds
-70.3 %
EDV
vanguard world fd
-65.6 %
Top 5 Losers ($)$
EDV
vanguard world fd
-480.9 M
SPY
state str spdr s&p 500 etf t
-190.1 M
VB
vanguard index fds
-31.9 M
IJR
ishares tr
-4.9 M
VAW
vanguard world fd
-1.5 M

ANGELES WEALTH MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ANGELES WEALTH MANAGEMENT, LLC

ANGELES WEALTH MANAGEMENT, LLC has 624 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for ANGELES WEALTH MANAGEMENT, LLC last quarter.

$2.18BTotal Value
499Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ANGELES WEALTH MANAGEMENT, LLC, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
3.83%778,690
$83.80M
3.83%
increased 1.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.4%284,867
$8.69M
0.4%
decreased 0.24 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.34%182,000
$7.54M
0.34%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.32%70,568
$7.08M
0.32%
decreased 0.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.14%28,744
$3.06M
0.14%
increased 42.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.02%5,700
$379.6K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.02%13,311
$371.8K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.01%3,184
$332.7K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.01%7,784
$319.4K
0.01%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ANGELES WEALTH MANAGEMENT, LLC's holding in Etf Ser Solutions over time
0.01%4,000
$329.0K
0.01%
new position
ACT
Advisorshares Tr

Advisorshares Tr

ACT
ANGELES WEALTH MANAGEMENT, LLC's holding in Advisorshares Tr over time
0.03%231,707
$669.6K
0.03%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Inc over time
1.04%112,562
$22.81M
1.04%
decreased 4.37 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Inc over time
0.03%637,838
$637.8K
0.03%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Inc over time
0.01%5,310
$224.7K
0.01%
unchanged 0 percentunchanged