ANGELES WEALTH MANAGEMENT, LLC

CIK: 0001929170SEC EDGAR →

Portfolio Value

$1.8T

Holdings

465

As of

Q4 2025

New Positions

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	MGK VANGUARD WORLD FD	589,456	$243.0B	13.40%
2	VT VANGUARD INTL EQUITY INDEX F	1,428,931	$201.0B	11.09%
3	SPYV SPDR SERIES TRUST	2,072,630	$117.0B	6.45%
4	VXUS VANGUARD STAR FDS	1,392,855	$105.0B	5.79%
5	VOO VANGUARD INDEX FDS	162,688	$102.0B	5.63%
6	SCHG SCHWAB STRATEGIC TR	2,336,825	$76.0B	4.19%
7	MUB ISHARES TR	702,947	$75.0B	4.14%
8	VGK VANGUARD INTL EQUITY INDEX F	737,382	$61.0B	3.36%
9	VTV VANGUARD INDEX FDS	254,131	$48.0B	2.65%
10	MSFT MICROSOFT CORP	98,172	$47.0B	2.59%

Quarterly Changes

Top Buys

VOO↑ Increased

$16.6B

VYM↑ Increased

$15.9B

VT↑ Increased

$14.5B

SPYV↑ Increased

$12.6B

VXUS↑ Increased

$10.5B

Top Sells

ARES↓ Decreased

$33.1B

BABA↓ Decreased

$2.7B

VTV↓ Decreased

$1.7B

COST↓ Decreased

$1.6B

IWF↓ Decreased

$1.6B

New Positions (91)

$7.0B · 182K shares

$1.0B · 3K shares

$0 · 17K shares

$0 · 2K shares

$0 · 872 shares

$0 · 2K shares

$0 · 89 shares

$0 · 6K shares

$0 · 11K shares

$0 · 475 shares

$0 · 1K shares

$0 · 4K shares

$0 · 143 shares

$0 · 756 shares

$0 · 653 shares

$0 · 7 shares

$0 · 1K shares

$0 · 116 shares

$0 · 16K shares

$0 · 3K shares

$0 · 77K shares

$0 · 613 shares

$0 · 5K shares

$0 · 19K shares

$0 · 3K shares

$0 · 2K shares

$0 · 1K shares

$0 · 1K shares

$0 · 37 shares

$0 · 2K shares

$0 · 2K shares

$0 · 43K shares

$0 · 1K shares

$0 · 552 shares

$0 · 3K shares

$0 · 3K shares

$0 · 5K shares

$0 · 60 shares

$0 · 4K shares

$0 · 600 shares

$0 · 2K shares

$0 · 6K shares

$0 · 175 shares

$0 · 3K shares

$0 · 1K shares

$0 · 10K shares

$0 · 1K shares

$0 · 774 shares

$0 · 7K shares

$0 · 1K shares

$0 · 810 shares

$0 · 177 shares

$0 · 3K shares

$0 · 529 shares

$0 · 1K shares

$0 · 29K shares

$0 · 10K shares

$0 · 5K shares

$0 · 1K shares

$0 · 424 shares

$0 · 500 shares

$0 · 99 shares

$0 · 100 shares

$0 · 40 shares

$0 · 250 shares

$0 · 1K shares

$0 · 190 shares

$0 · 10K shares

$0 · 8K shares

$0 · 20K shares

$0 · 226 shares

$0 · 4K shares

$0 · 22K shares

$0 · 5K shares

$0 · 3K shares

$0 · 15K shares

$0 · 15K shares

$0 · 536 shares

$0 · 2K shares

$0 · 18K shares

$0 · 12K shares

$0 · 497 shares

$0 · 3K shares

$0 · 5K shares

$0 · 608 shares

$0 · 5K shares

$0 · 10K shares

$0 · 625 shares

$0 · 232K shares

$0 · 2K shares

$0 · 14K shares

Closed Positions (33)

$956.6M · 3K shares

$376.7M · 6K shares

$354.0M · 3K shares

$342.1M · 5K shares

$296.0M · 3K shares

$287.7M · 893 shares

$273.9M · 1K shares

$256.8M · 6K shares

$230.0M · 2K shares

$226.9M · 7K shares

$226.1M · 4K shares

$223.9M · 5K shares

$220.9M · 3K shares

$219.8M · 2K shares

$214.6M · 5K shares

$212.9M · 2K shares

BTC

$212.4M · 4K shares

$208.4M · 3K shares

$206.7M · 1K shares

$206.1M · 3K shares

$204.3M · 3K shares

$172.1M · 6K shares

$160.3M · 3K shares

$112.2M · 1K shares

$92.0M · 2K shares

$46.9M · 389 shares

$31.5M · 1K shares

$30.1M · 316 shares

$18.8M · 224 shares

$15.3M · 156 shares

$14.5M · 209 shares

$5.0M · 17 shares

$294K · 5 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	204	$1.3T	79.6%
Technology	61	$157.0B	9.5%
Consumer Cyclical	29	$42.0B	2.6%
Communication Services	11	$41.0B	2.5%
Unknown	33	$29.0B	1.8%
Healthcare	38	$28.0B	1.7%
Consumer Defensive	10	$16.0B	1.0%
Industrials	40	$12.0B	0.7%
Energy	17	$5.0B	0.3%
Basic Materials	6	$4.0B	0.2%
Utilities	8	$2.0B	0.1%
Real Estate	8	$0	0.0%