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Latest ANGELES WEALTH MANAGEMENT, LLC Stock Portfolio

$1.84Billion– No. of Holdings #520

ANGELES WEALTH MANAGEMENT, LLC Performance:
2026 Q1: -3.82%YTD: -3.82%2025: 14.87%
Performance for 2026 Q1 is -3.82%, and YTD is -3.82%, and 2025 is 14.87%.

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

On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, ANGELES WEALTH MANAGEMENT, LLC reported an equity portfolio of $1.8 Billions as of 31 Mar, 2026.

The top stock holdings of ANGELES WEALTH MANAGEMENT, LLC are EDV, VEU, VXUS. The fund has invested 11.4% of it's portfolio in VANGUARD WORLD FD and 11.1% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off GRAYSCALE BITCOIN TRUST ETF, CYBERARK SOFTWARE LTD (CYBR) and AEROVIRONMENT INC (AVAV) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (IJR). ANGELES WEALTH MANAGEMENT, LLC opened new stock positions in PLAINS ALL AMERN PIPELINE L (PAA), AVEPOINT INC (AVPT) and LIBERTY ENERGY INC (LBRT). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), SCHWAB STRATEGIC TR (FNDA) and SELECT SECTOR SPDR TR (XLB).
ANGELES WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 06 May, 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 -3.82% in the last quarter. In trailing 12 months, it's portfolio return was 14.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
plains all amern pipeline l4,305,380
avepoint inc1,783,060
liberty energy inc1,349,570
ishares tr1,032,710
tcw etf trust779,772
apa corporation594,075
vaneck etf trust499,630
astrazeneca plc428,523
New stocks bought by ANGELES WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
dimensional etf trust5,495
dimensional etf trust2,328
schwab strategic tr1,764
select sector spdr tr783
dimensional etf trust346
spdr gold tr326
spotify technology s a259
dimensional etf trust219
Additions to existing portfolio by ANGELES WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
j p morgan exchange traded f-89.93
ishares tr-75.8
intuit-68.21
ishares tr-62.58
ishares tr-59.07
vanguard intl equity index f-52.59
the cigna group-52.36
carters inc-50.27
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
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Healthcare
  • Industrials
  • Energy
  • Consumer Defensive
Sector%
Others74.4
Technology9.1
Consumer Cyclical3
Financial Services2.7
Communication Services2.7
Healthcare2.4
Industrials1.9
Energy1.4
Consumer Defensive1.4

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%
UNALLOCATED74.4
MEGA-CAP17.3
LARGE-CAP7.2

Stocks belong to which Index?

About 23.5% of the stocks held by ANGELES WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.8
S&P 50023.5
Top 5 Winners (%)%
sable offshore corp
81.2 %
GLW
corning inc
55.2 %
VLO
valero energy corp
48.0 %
MPC
marathon pete corp
46.1 %
FIX
comfort sys usa inc
42.5 %
Top 5 Winners ($)$
VXUS
vanguard star fds
2.5 M
XOM
exxon mobil corp
1.5 M
COST
costco wholesale corporation
1.4 M
VB
vanguard index fds
1.3 M
EMGF
ishares inc
1.2 M
Top 5 Losers (%)%
HOOD
robinhood mkts inc
-38.7 %
APP
applovin corp
-37.8 %
NCNO
ncino inc
-37.8 %
CVLT
commvault sys inc
-35.7 %
BSX
boston scientific corp
-33.0 %
Top 5 Losers ($)$
EDV
vanguard world fd
-26.3 M
MSFT
microsoft corp
-11.1 M
FNDA
schwab strategic tr
-8.2 M
VB
vanguard index fds
-4.8 M
VEU
vanguard intl equity index f
-4.0 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 520 stocks in it's portfolio. About 58.3% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. VXUS was the most profitable stock for ANGELES WEALTH MANAGEMENT, LLC last quarter.

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions