EdgeMarket › What Angeles Wealth Management, Llc reported owning
What Angeles Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
524Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MGK Vanguard Morningstar Mega Cap Growth ETF | 209.9M | 11.4% | 571.2K | 88.95 | +17.2% |
| VT Vanguard Total World Stock Index ETF | 203.7M | 11.1% | 1.5M | 160.77 | +21.2% |
| VXUS Vanguard Total International Stock ETF | 126.7M | 6.9% | 1.6M | 87.71 | +22.7% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 124.4M | 6.8% | 2.2M | 63.51 | +17.5% |
| VOO Vanguard S&P 500 ETF | 98.2M | 5.3% | 164.3K | 703.71 | +20.0% |
| MUB iShares National Muni Bond ETF | 81.5M | 4.4% | 767.5K | 105.34 | +1.2% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 68.7M | 3.7% | 2.4M | 35.32 | +17.3% |
| VGK Vanguard FTSE Europe ETF | 64.3M | 3.5% | 780.4K | 92.72 | +16.8% |
| VTV Vanguard Morningstar Value ETF | 48.7M | 2.7% | 248.5K | 226.40 | +24.6% |
| AAPL Apple Inc. | 46.3M | 2.5% | 182.4K | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 36.0M | 2.0% | 55.2K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 35.9M | 2.0% | 97.1K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 29.6M | 1.6% | 169.5K | 214.72 | +22.4% |
| EWJ iShares MSCI Japan ETF | 28.8M | 1.6% | 341.7K | 95.18 | +19.5% |
| SJNK State Street SPDR Bloomberg Short Term High Yi | 27.2M | 1.5% | 1.1M | 24.87 | -2.0% |
| URTH iShares MSCI World ETF | 21.2M | 1.2% | 117.7K | 209.07 | +19.7% |
| AMZN AMAZON COM INC | 20.8M | 1.1% | 99.9K | 258.63 | +15.6% |
| VYM Vanguard High Dividend Yield ETF | 18.2M | 1.0% | 123.1K | 164.97 | +19.9% |
| GOOGL Alphabet Inc. | 18.2M | 1.0% | 63.3K | 344.82 | +73.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 16.7M | 0.9% | 52.1K | 378.24 | +20.5% |
| IXUS iShares Core MSCI Total International Stock ET | 15.5M | 0.8% | 178.5K | 97.94 | +22.5% |
| GOOG Alphabet Inc. | 15.1M | 0.8% | 52.7K | 341.75 | +70.7% |
| AVGO Broadcom Inc. | 13.3M | 0.7% | 42.9K | 368.45 | +26.5% |
| unmapped CUSIP 084670702 | 11.9M | 0.6% | 24.9K | — | — |
| VUG Vanguard Morningstar Growth ETF | 11.3M | 0.6% | 25.9K | 87.50 | +15.9% |
| COST COSTCO WHOLESALE CORP /NEW | 10.7M | 0.6% | 10.8K | 947.74 | -4.7% |
| JPM JPMORGAN CHASE & CO | 10.5M | 0.6% | 35.7K | 351.58 | +20.3% |
| BKLN Invesco Senior Loan ETF | 9.1M | 0.5% | 445.1K | 20.60 | -1.2% |
| PFF iShares Preferred and Income Securities ETF | 8.7M | 0.5% | 285.5K | 30.46 | -3.2% |
| META Meta Platforms, Inc. | 8.3M | 0.5% | 14.5K | 549.90 | -26.5% |
| V VISA INC. | 8.3M | 0.5% | 27.4K | 371.04 | +7.9% |
| SHY iShares 1-3 Year Treasury Bond ETF | 7.8M | 0.4% | 95.0K | 82.00 | -0.9% |
| IDV iShares International Select Dividend ETF | 7.7M | 0.4% | 182.0K | 45.09 | +22.4% |
| TLH iShares 10-20 Year Treasury Bond ETF | 7.1M | 0.4% | 70.8K | 96.69 | -4.0% |
| LLY ELI LILLY & Co | 6.9M | 0.4% | 7.5K | 1,255.40 | +78.0% |
| EFA iShares MSCI EAFE ETF | 6.8M | 0.4% | 69.7K | 108.24 | +17.1% |
| TSLA Tesla, Inc. | 6.5M | 0.4% | 17.4K | 362.86 | +12.0% |
| VEA Vanguard FTSE Developed Markets ETF | 5.5M | 0.3% | 85.2K | 73.42 | +24.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.4M | 0.3% | 15.9K | 418.95 | +83.3% |
| XOM ExxonMobil Holdings Corp | 5.3M | 0.3% | 31.5K | 165.11 | +52.1% |
| JNJ JOHNSON & JOHNSON | 5.0M | 0.3% | 20.3K | 270.24 | +51.1% |
| MRK Merck & Co., Inc. | 4.6M | 0.2% | 37.6K | 152.55 | +80.2% |
| ABBV AbbVie Inc. | 4.5M | 0.2% | 20.8K | 264.96 | +26.7% |
| MA Mastercard Inc | 4.4M | 0.2% | 8.7K | 580.63 | -2.0% |
| PAA PLAINS ALL AMERICAN PIPELINE LP | 4.3M | 0.2% | 192.8K | 24.61 | +40.2% |
| HD HOME DEPOT, INC. | 4.2M | 0.2% | 12.9K | 335.61 | -16.5% |
| VYMI Vanguard International High Dividend Yield ETF | 4.1M | 0.2% | 44.0K | 105.25 | +24.5% |
| WFC WELLS FARGO & COMPANY/MN | 4.0M | 0.2% | 50.7K | 83.84 | +7.3% |
| GLD SPDR GOLD TRUST | 4.0M | 0.2% | 9.3K | 423.36 | +37.3% |
| SHW SHERWIN WILLIAMS CO | 3.9M | 0.2% | 12.2K | 346.59 | -5.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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