Angeles Wealth Management, LLC Top Holdings and 13F Report (2025) About Angeles Wealth Management, LLCInvestment ActivityAngeles Wealth Management, LLC has $1.21 billion in total holdings as of December 31, 2024.Angeles Wealth Management, LLC owns shares of 369 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 9.36% of the portfolio was purchased this quarter.About 2.08% of the portfolio was sold this quarter.This quarter, Angeles Wealth Management, LLC has purchased 328 new stocks and bought additional shares in 170 stocks.Angeles Wealth Management, LLC sold shares of 70 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $178,118,054Vanguard Total World Stock ETF $143,545,484SPDR Portfolio S&P 500 Value ETF $91,298,554Vanguard S&P 500 ETF $75,154,835Vanguard Total International Stock ETF $65,176,581 Largest New Holdings this Quarter Alibaba Group $3,222,105 HoldingFox Factory $1,709,619 HoldingiShares 0-3 Month Treasury Bond ETF $1,371,073 HoldingPolaris $1,318,058 HoldingBLACKROCK INC $840,590 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 1,552,824 shares (about $43.28M)Vanguard Mega Cap Growth ETF 26,072 shares (about $8.95M)Vanguard Total World Stock ETF 51,674 shares (about $6.07M)Alibaba Group 38,001 shares (about $3.22M)SPDR Portfolio S&P 500 Value ETF 54,274 shares (about $2.78M) Largest Sales this Quarter iShares National Muni Bond ETF 160,138 shares (about $17.06M)iShares MSCI World ETF 1,945 shares (about $302.45K)Invesco QQQ 499 shares (about $255.02K)Adobe 541 shares (about $240.57K)AeroVironment 1,427 shares (about $219.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngeles Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$178,118,054$8,953,379 ▲5.3%518,67514.7%ETFVTVanguard Total World Stock ETF$143,545,484$6,070,660 ▲4.4%1,221,87211.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$91,298,554$2,775,572 ▲3.1%1,785,2677.5%ETFVOOVanguard S&P 500 ETF$75,154,835$957,465 ▲1.3%139,4836.2%ETFVXUSVanguard Total International Stock ETF$65,176,581$2,055,420 ▲3.3%1,106,0005.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$55,739,554$43,277,205 ▲347.3%1,999,9844.6%ETFMUBiShares National Muni Bond ETF$45,175,602$17,062,704 ▼-27.4%423,9853.7%ETFMSFTMicrosoft$32,923,306$645,737 ▲2.0%78,1102.7%Computer and TechnologyAAPLApple$32,520,042$701,927 ▲2.2%129,8622.7%Computer and TechnologyVTVVanguard Value ETF$31,353,852$651,297 ▲2.1%185,1972.6%ETFARESAres Management$30,686,911$354 ▲0.0%173,3432.5%FinanceVGKVanguard FTSE Europe ETF$26,461,087$1,580,593 ▲6.4%416,9072.2%ETFSPYSPDR S&P 500 ETF Trust$25,747,508$123,076 ▲0.5%43,9322.1%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$19,022,845$581,609 ▲3.2%753,3801.6%ETFURTHiShares MSCI World ETF$18,258,344$302,448 ▼-1.6%117,4171.5%ETFEWJiShares MSCI Japan ETF$17,793,981$909,071 ▲5.4%265,1861.5%ETFVTIVanguard Total Stock Market ETF$12,922,244$32,169 ▲0.2%44,5891.1%ETFIXUSiShares Core MSCI Total International Stock ETF$12,747,361$157,083 ▼-1.2%192,7331.1%ManufacturingNVDANVIDIA$12,515,628$699,244 ▲5.9%93,1991.0%Computer and TechnologyAMZNAmazon.com$10,979,592$694,150 ▲6.7%50,0460.9%Retail/WholesaleCOSTCostco Wholesale$8,875,907$704,612 ▲8.6%9,6870.7%Retail/WholesaleVUGVanguard Growth ETF$8,074,997$34,887 ▼-0.4%19,6740.7%ETFGOOGAlphabet$7,579,512$990,478 ▲15.0%39,8000.6%Computer and TechnologyBKLNInvesco Senior Loan ETF$6,568,762$151,072 ▲2.4%311,7590.5%ETFPFFiShares Preferred and Income Securities ETF$6,291,899$163,457 ▲2.7%200,1240.5%ETFBRK.BBerkshire Hathaway$6,251,184$1,413,780 ▲29.2%13,7910.5%FinanceGOOGLAlphabet$6,037,345$586,451 ▲10.8%31,8930.5%Computer and TechnologyMETAMeta Platforms$5,468,078$295,683 ▲5.7%9,3390.5%Computer and TechnologyVVisa$5,033,885$336,267 ▲7.2%15,9280.4%Business ServicesHDHome Depot$4,804,027$91,024 ▲1.9%12,3500.4%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$4,685,977$837,918 ▲21.8%57,1600.4%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$4,449,239$924,030 ▲26.2%44,6980.4%ETFJPMJPMorgan Chase & Co.$4,300,397$767,312 ▲21.7%17,9400.4%FinanceSHWSherwin-Williams$4,139,668$15,977 ▲0.4%12,1780.3%Basic MaterialsTSLATesla$3,795,692$244,323 ▲6.9%9,3990.3%Auto/Tires/TrucksLLYEli Lilly and Company$3,672,404$36,284 ▼-1.0%4,7570.3%MedicalIWFiShares Russell 1000 Growth ETF$3,583,727$82,325 ▲2.4%8,9240.3%ETFAVGOBroadcom$3,538,806$620,868 ▲21.3%15,2640.3%Computer and TechnologyMRKMerck & Co., Inc.$3,468,370$360,416 ▲11.6%34,8650.3%MedicalMAMastercard$3,307,913$69,507 ▲2.1%6,2820.3%Business ServicesBABAAlibaba Group$3,222,105$3,222,105 ▲New Holding38,0010.3%Retail/WholesaleXOMExxon Mobil$3,210,066$684,567 ▲27.1%29,8420.3%Oils/EnergyWFCWells Fargo & Company$3,123,503$2,079,385 ▲199.2%44,4690.3%FinanceSUBiShares Short-Term National Muni Bond ETF$2,642,379$68,667 ▲2.7%25,0510.2%ETFABBVAbbVie$2,535,424$213,418 ▲9.2%14,2680.2%MedicalCLColgate-Palmolive$2,399,206$23,091 ▼-1.0%26,3910.2%Consumer StaplesJNJJohnson & Johnson$2,337,927$47,580 ▲2.1%16,1660.2%MedicalIVViShares Core S&P 500 ETF$2,256,703$11,775 ▼-0.5%3,8330.2%ETFISRGIntuitive Surgical$2,190,666$212,438 ▼-8.8%4,1970.2%MedicalNFLXNetflix$2,156,994$72,197 ▼-3.2%2,4200.2%Consumer DiscretionaryPEPPepsiCo$2,128,992$20,224 ▼-0.9%14,0010.2%Consumer StaplesDFUVDimensional US Marketwide Value ETF$2,108,336$166,750 ▼-7.3%51,5230.2%ETFTMOThermo Fisher Scientific$2,051,267$11,445 ▲0.6%3,9430.2%MedicalBXBlackstone$2,024,728$24,656 ▲1.2%11,7430.2%FinanceMCOMoody's$1,849,930$8,047 ▲0.4%3,9080.2%FinancePWRQuanta Services$1,762,927$2,844 ▲0.2%5,5780.1%ConstructionBACBank of America$1,729,419$609,186 ▲54.4%39,3500.1%FinanceVIGVanguard Dividend Appreciation ETF$1,728,453$1,958 ▼-0.1%8,8260.1%ETFFOXFFox Factory$1,709,619$1,709,619 ▲New Holding56,4790.1%Auto/Tires/TrucksFNDXSchwab Fundamental U.S. Large Company Index ETF$1,684,785$1,194,230 ▲243.4%71,1480.1%ETFQCOMQUALCOMM$1,658,337$159,151 ▲10.6%10,7950.1%Computer and TechnologyUNPUnion Pacific$1,491,154$6,613 ▲0.4%6,5390.1%TransportationCTASCintas$1,481,332$3,654 ▲0.2%8,1080.1%Business ServicesCVXChevron$1,422,474$267,664 ▲23.2%9,8210.1%Oils/EnergyNOWServiceNow$1,421,621$131,455 ▼-8.5%1,3410.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,371,073$1,371,073 ▲New Holding13,6670.1%ETFUNHUnitedHealth Group$1,339,011$32,375 ▼-2.4%2,6470.1%MedicalEVREvercore$1,334,9470.0%4,8160.1%FinancePIIPolaris$1,318,058$1,318,058 ▲New Holding22,8750.1%Auto/Tires/TrucksCRMSalesforce$1,283,159$36,442 ▲2.9%3,8380.1%Computer and TechnologyEPDEnterprise Products Partners$1,281,056$529,984 ▲70.6%40,8500.1%Oils/EnergyWMTWalmart$1,260,292$156,667 ▲14.2%13,9490.1%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$1,256,2330.0%14,2920.1%ETFCPNGCoupang$1,210,527$10,089 ▲0.8%55,0740.1%Retail/WholesaleNVONovo Nordisk A/S$1,197,312$19,354 ▲1.6%13,9190.1%MedicalPGProcter & Gamble$1,166,173$127,414 ▲12.3%6,9560.1%Consumer StaplesPAGPPlains GP$1,157,7380.0%62,9890.1%Oils/EnergyBKNGBooking$1,157,642$29,811 ▲2.6%2330.1%Retail/WholesaleCSCOCisco Systems$1,143,981$340,696 ▲42.4%19,3240.1%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,123,225$19,580 ▼-1.7%11,5880.1%ETFDISWalt Disney$1,116,423$158,344 ▲16.5%10,0260.1%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$1,114,020$137,057 ▲14.0%13,0050.1%ETFACNAccenture$1,102,862$80,912 ▲7.9%3,1350.1%Computer and TechnologyABTAbbott Laboratories$1,069,116$46,262 ▼-4.1%9,4520.1%MedicalMSIMotorola Solutions$1,064,516$4,622 ▲0.4%2,3030.1%Computer and TechnologyMCDMcDonald's$1,027,370$47,542 ▲4.9%3,5440.1%Retail/WholesaleLINDE PLC$1,025,323$1,675 ▲0.2%2,4490.1%SHSPGRProgressive$1,001,330$36,900 ▲3.8%4,1790.1%FinanceNKENIKE$989,991$23,155 ▼-2.3%13,0830.1%Consumer DiscretionaryRSGRepublic Services$987,190$12,674 ▲1.3%4,9070.1%Business ServicesRTXRTX$985,467$37,609 ▲4.0%8,5160.1%AerospaceDHRDanaher$970,767$46,828 ▲5.1%4,2290.1%Multi-Sector ConglomeratesKOCoca-Cola$951,022$96,877 ▲11.3%15,2750.1%Consumer StaplesSAFESafehold$947,137$47,401 ▼-4.8%51,2520.1%FinanceIWMiShares Russell 2000 ETF$923,8340.0%4,1810.1%FinanceIDEViShares Core MSCI International Developed Markets ETF$901,4840.0%13,9830.1%ETFIVWiShares S&P 500 Growth ETF$898,5410.0%8,8500.1%ETFCOPConocoPhillips$891,935$103,137 ▲13.1%8,9940.1%Oils/EnergyORCLOracle$871,527$40,660 ▲4.9%5,2300.1%Computer and TechnologyLOWLowe's Companies$870,710$57,998 ▲7.1%3,5280.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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