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Latest ANGELES WEALTH MANAGEMENT, LLC Stock Portfolio

$2.27Billion | No. of Holdings #591

ANGELES WEALTH MANAGEMENT, LLC Performance

2026 Q3+1.96%
YTD-21.19%
2025+14.87%

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

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, ANGELES WEALTH MANAGEMENT, LLC reported an equity portfolio of $2.3 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of ANGELES WEALTH MANAGEMENT, LLC are EDV, VEU, VXUS. The fund has invested 11.9% 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 EXXON MOBIL CORP (XOM), PUBLIC STORAGE (PSA) and NU HLDGS LTD (NU) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), AMERICAN CENTY ETF TR (AEMB) and NEOS ETF TRUST (KOCG). ANGELES WEALTH MANAGEMENT, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, AEROVIRONMENT INC (AVAV) and SPS COMM INC (SPSC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (AAXJ) and VANGUARD INDEX FDS (VB).
ANGELES WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$2.27Billion
  as of Oct 26, 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 1.96% in the last quarter. In trailing 12 months, it's portfolio return was -19.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp4,767,840
space exploration techn corp1,442,570
abivax sa496,783
dfa invt dimensions group in481,043
figma inc420,400
sk hynix inc294,299
aerovironment inc284,724
sps comm inc279,884
New stocks bought by ANGELES WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
vanguard scottsdale fds56,057
ishares tr2,277
ishares tr1,173
vanguard index fds397
alphabet inc345
ishares tr223
ishares tr181
ishares tr172
Additions to existing portfolio by ANGELES WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
ishares tr-87.91
ishares tr-86.53
neos etf trust-80.92
neos etf trust-80.01
vanguard index fds-79.27
carters inc-63.25
valero energy corp-52.7
dimensional etf trust-47.67
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 74.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others74.4
Technology10.8
Communication Services2.7
Consumer Cyclical2.6
Financial Services2.5
Healthcare2.3
Industrials1.8
Consumer Defensive1.1

Market Cap. Distribution

ANGELES WEALTH MANAGEMENT, LLC has about 24.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.5
MEGA-CAP17.8
LARGE-CAP6.7

Stocks belong to which Index?

About 23.2% of the stocks held by ANGELES WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others76.2
S&P 50023.2
Top 5 Winners (%)%
SWVL
swvl holdings corp
203.7 %
VEEV
veeva sys inc
59.9 %
PLTR
palantir technologies inc
58.6 %
MPC
marathon pete corp
52.7 %
PSX
phillips 66
49.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
14.3 M
EDV
vanguard world fd
13.7 M
SPY
state str spdr s&p 500 etf t
10.6 M
AAPL
apple inc
8.3 M
FNDA
schwab strategic tr
5.2 M
Top 5 Losers (%)%
innventure inc
-88.7 %
MNST
monster beverage corp new
-51.3 %
APH
amphenol corp
-43.6 %
MKSI
mks inc.
-40.3 %
knife river corp
-39.5 %
Top 5 Losers ($)$
AAXJ
ishares tr
-2.9 M
APH
amphenol corp
-2.2 M
VEU
vanguard intl equity index f
-1.5 M
TSLA
tesla inc
-1.3 M
AVGO
broadcom inc
-1.2 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 591 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for ANGELES WEALTH MANAGEMENT, LLC last quarter.

$2.27BTotal Value
496Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of ANGELES WEALTH MANAGEMENT, LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
3.14%683,248
$71.43M
3.14%
increased 2277.01 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.47%104,905
$10.61M
0.47%
decreased 86.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.39%299,021
$8.82M
0.39%
increased 4.97 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.34%182,000
$7.68M
0.34%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.04%8,530
$786.2K
0.04%
decreased 87.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.02%5,007
$378.6K
0.02%
increased 223.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.02%13,311
$363.7K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.01%5,700
$350.9K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.01%7,784
$309.6K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.01%3,134
$272.7K
0.01%
decreased 1.57 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.01%1,910
$151.2K
0.01%
increased 1173.33 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
ANGELES WEALTH MANAGEMENT, LLC's holding in Etf Ser Solutions over time
0.01%4,000
$316.4K
0.01%
unchanged 0 percentunchanged
ACT
Advisorshares Tr

Advisorshares Tr

ACT
ANGELES WEALTH MANAGEMENT, LLC's holding in Advisorshares Tr over time
0.03%231,707
$675.4K
0.03%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Inc over time
1.02%112,537
$23.21M
1.02%
decreased 0.02 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
ANGELES WEALTH MANAGEMENT, LLC's holding in Ishares Inc over time
0.03%651,197
$651.2K
0.03%
increased 2.09 percentadded