Angeles Wealth Management, LLC Top Holdings and 13F Report (2025) About Angeles Wealth Management, LLCInvestment ActivityAngeles Wealth Management, LLC has $1.46 billion in total holdings as of June 30, 2025.Angeles Wealth Management, LLC owns shares of 428 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 11.47% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Angeles Wealth Management, LLC has purchased 367 new stocks and bought additional shares in 200 stocks.Angeles Wealth Management, LLC sold shares of 84 stocks and completely divested from 31 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $210,708,728Vanguard Total World Stock ETF $170,193,581SPDR Portfolio S&P 500 Value ETF $93,321,278Vanguard Total International Stock ETF $85,829,680Vanguard S&P 500 ETF $78,656,624 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $4,232,624 Holding808524805 - Schwab International Equity ETF $1,675,622 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $1,581,910 Holding02072L607 - Freedom 100 Emerging Markets ETF $1,214,904 Holding464287598 - iShares Russell 1000 Value ETF $1,162,272 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 364,509 shares (about $38.08M)Vanguard FTSE Europe ETF 213,337 shares (about $16.53M)Vanguard Value ETF 85,135 shares (about $15.05M)Vanguard Mega Cap Growth ETF 40,990 shares (about $15.01M)Vanguard Total World Stock ETF 37,920 shares (about $4.87M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 578,288 shares (about $16.89M)SPDR Portfolio S&P 500 Value ETF 134,761 shares (about $7.05M)Vanguard S&P 500 ETF 4,569 shares (about $2.60M)Polaris 22,029 shares (about $895.48K)iShares 10-20 Year Treasury Bond ETF 4,656 shares (about $473.05K) 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$210,708,728$15,009,299 ▲7.7%575,44014.5%ETFVTVanguard Total World Stock ETF$170,193,581$4,873,477 ▲2.9%1,324,25811.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$93,321,278$7,053,391 ▼-7.0%1,782,9826.4%ETFVXUSVanguard Total International Stock ETF$85,829,680$4,488,017 ▲5.5%1,242,2885.9%ETFVOOVanguard S&P 500 ETF$78,656,624$2,595,323 ▼-3.2%138,4735.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$60,981,921$16,891,792 ▼-21.7%2,087,7074.2%ETFMUBiShares National Muni Bond ETF$60,715,260$38,083,933 ▲168.3%581,1184.2%ETFVGKVanguard FTSE Europe ETF$50,975,315$16,533,618 ▲48.0%657,7463.5%ETFVTVVanguard Value ETF$47,373,283$15,046,782 ▲46.5%268,0393.2%ETFMSFTMicrosoft$42,240,795$3,686,824 ▲9.6%84,9212.9%Computer and TechnologyARESAres Management$37,074,326$173 ▲0.0%214,0552.5%FinanceAAPLApple$28,690,076$1,372,584 ▲5.0%139,8362.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$26,966,367$171,146 ▼-0.6%43,6451.8%FinanceEWJiShares MSCI Japan ETF$22,048,002$986,905 ▲4.7%294,0911.5%ETFURTHiShares MSCI World ETF$20,207,712$1,086,065 ▲5.7%119,3041.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$19,906,607$137,541 ▲0.7%781,2641.4%ETFNVDANVIDIA$18,090,901$2,192,894 ▲13.8%114,5071.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$16,605,303$3,077,004 ▲22.7%54,6351.1%ETFIXUSiShares Core MSCI Total International Stock ETF$14,552,216$281,718 ▼-1.9%188,2321.0%ManufacturingAMZNAmazon.com$12,478,464$1,484,173 ▲13.5%56,8780.9%Retail/WholesaleVUGVanguard Growth ETF$11,620,669$2,922,374 ▲33.6%26,5070.8%ETFCOSTCostco Wholesale$10,325,688$585,033 ▲6.0%10,4310.7%Retail/WholesaleGOOGAlphabet$7,253,832$178,809 ▲2.5%40,8920.5%Computer and TechnologyMETAMeta Platforms$7,096,735$84,142 ▲1.2%9,6150.5%Computer and TechnologyBKLNInvesco Senior Loan ETF$6,494,970$122,382 ▼-1.8%310,4670.4%ETFVVisa$6,475,757$749,511 ▲13.1%18,2390.4%Business ServicesBRK.BBerkshire Hathaway$6,355,329$168,076 ▼-2.6%13,0830.4%FinancePFFiShares Preferred and Income Securities ETF$6,326,707$47,615 ▲0.8%206,2160.4%ETFGOOGLAlphabet$6,126,988$488,333 ▲8.7%34,7670.4%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$5,498,092$5,054 ▲0.1%66,3540.4%ManufacturingSUBiShares Short-Term National Muni Bond ETF$5,434,061$2,427,415 ▲80.7%51,1010.4%ETFAVGOBroadcom$5,328,039$997,026 ▲23.0%19,3290.4%Computer and TechnologyJPMJPMorgan Chase & Co.$5,176,053$38,558 ▼-0.7%17,8540.4%FinanceHDHome Depot$4,618,197$125,024 ▲2.8%12,5960.3%Retail/WholesaleLLYEli Lilly and Company$4,454,234$458,364 ▲11.5%5,7140.3%MedicalTLHiShares 10-20 Year Treasury Bond ETF$4,430,471$473,050 ▼-9.6%43,6070.3%ETFBABAAlibaba Group$4,272,495$19,733 ▲0.5%37,6730.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$4,232,624$4,232,624 ▲New Holding74,2440.3%ETFSHWSherwin-Williams$4,198,263$14,078 ▲0.3%12,2270.3%Basic MaterialsIWFiShares Russell 1000 Growth ETF$4,104,019$271,733 ▲7.1%9,6660.3%ETFMAMastercard$3,922,903$380,433 ▲10.7%6,9810.3%Business ServicesWFCWells Fargo & Company$3,646,822$70,345 ▲2.0%45,5170.3%FinanceBRK.ABerkshire Hathaway$3,644,0000.0%50.2%FinanceNFLXNetflix$3,619,668$321,391 ▲9.7%2,7030.2%Consumer DiscretionaryTSLATesla$3,336,383$431,382 ▲14.8%10,5030.2%Auto/Tires/TrucksXOMExxon Mobil$2,823,890$436,045 ▼-13.4%26,1960.2%EnergyCLColgate-Palmolive$2,684,368$288,698 ▲12.1%29,5310.2%Consumer StaplesABBVAbbVie$2,679,982$88,912 ▼-3.2%14,4380.2%MedicalPWRQuanta Services$2,556,955$446,891 ▲21.2%6,7630.2%ConstructionISRGIntuitive Surgical$2,548,049$236,927 ▲10.3%4,6890.2%MedicalMRKMerck & Co., Inc.$2,448,577$150,641 ▼-5.8%30,9320.2%MedicalSCHBSchwab US Broad Market ETF$2,388,409$2,268,711 ▲1,895.4%100,2270.2%ETFJNJJohnson & Johnson$2,302,803$201,167 ▼-8.0%15,0760.2%MedicalCRICarter's$2,138,537$536,826 ▲33.5%70,9770.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,110,233$270,065 ▼-11.3%3,3990.1%ETFMCOMoody's$2,043,979$100,318 ▲5.2%4,0750.1%FinanceCTASCintas$2,038,592$236,688 ▲13.1%9,1470.1%Business ServicesBACBank of America$1,898,795$49,212 ▲2.7%40,1270.1%FinanceBXBlackstone$1,896,525$128,639 ▲7.3%12,6790.1%FinanceCPNGCoupang$1,859,797$209,780 ▲12.7%62,0760.1%Retail/WholesaleNOWServiceNow$1,794,000$384,502 ▲27.3%1,7450.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,754,476$52,192 ▼-2.9%8,5720.1%ETFSCHFSchwab International Equity ETF$1,675,622$1,675,622 ▲New Holding75,8200.1%ETFPEPPepsiCo$1,674,927$271,474 ▼-13.9%12,6850.1%Consumer StaplesFNDXSchwab Fundamental U.S. Large Company ETF$1,656,082$95,043 ▼-5.4%67,4850.1%ETFQCOMQUALCOMM$1,632,584$107,979 ▼-6.2%10,2510.1%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$1,581,910$1,581,910 ▲New Holding18,6480.1%SHS REP COM UTWMTWalmart$1,541,306$197,124 ▲14.7%15,7630.1%Retail/WholesaleUNPUnion Pacific$1,497,591$32,441 ▼-2.1%6,5090.1%TransportationABTAbbott Laboratories$1,468,915$108,945 ▲8.0%10,8000.1%MedicalTMOThermo Fisher Scientific$1,468,171$97,716 ▼-6.2%3,6210.1%MedicalCRMSalesforce$1,462,436$336,772 ▲29.9%5,3630.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,430,050$1,280,893 ▲858.8%23,0580.1%ETFPMPhilip Morris International$1,384,188$154,628 ▲12.6%7,6000.1%Consumer StaplesBKNGBooking$1,377,839$138,942 ▲11.2%2380.1%Retail/WholesaleCSCOCisco Systems$1,376,152$9,921 ▲0.7%19,8350.1%Computer and TechnologyCVXChevron$1,374,194$96,796 ▼-6.6%9,5970.1%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$1,362,2760.0%14,2920.1%ETFRTXRTX$1,352,140$16,500 ▲1.2%9,2600.1%AerospaceEVREvercore$1,299,606$810 ▼-0.1%4,8130.1%FinanceORCLOracle$1,288,168$88,982 ▲7.4%5,8920.1%Computer and TechnologyLINDE PLC$1,272,885$31,904 ▲2.6%2,7130.1%SHSDISWalt Disney$1,272,002$52,582 ▲4.3%10,2570.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,254,892$300,984 ▲31.6%5,5410.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$1,253,532$196,604 ▼-13.6%29,6480.1%ETFHOODRobinhood Markets$1,237,695$33,145 ▲2.8%13,2190.1%FinanceFOXFFox Factory$1,237,027$22,257 ▼-1.8%47,6880.1%Auto/Tires/TrucksPAGPPlains GP$1,223,8760.0%62,9890.1%EnergyVWOVanguard FTSE Emerging Markets ETF$1,215,863$1,098,595 ▲936.8%24,5830.1%ETFFRDMFreedom 100 Emerging Markets ETF$1,214,904$1,214,904 ▲New Holding30,0720.1%ETFWMWaste Management$1,210,915$315,543 ▲35.2%5,2920.1%Business ServicesRSGRepublic Services$1,210,115$8,631 ▲0.7%4,9070.1%Business ServicesFFord Motor$1,196,702$8,691 ▲0.7%110,2950.1%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$1,162,272$1,162,272 ▲New Holding5,9840.1%ETFPGRProgressive$1,160,574$72,052 ▲6.6%4,3490.1%FinanceMCDMcDonald's$1,126,835$80,926 ▲7.7%3,8570.1%Retail/WholesaleIBMInternational Business Machines$1,117,511$74,579 ▲7.2%3,7910.1%Computer and TechnologyPGProcter & Gamble$1,083,695$1,275 ▲0.1%6,8020.1%Consumer StaplesQQQInvesco QQQ$1,070,209$196,389 ▲22.5%1,9400.1%FinanceKOCocaCola$1,069,669$9,763 ▼-0.9%15,1190.1%Consumer StaplesShowing largest 100 holdings. 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