ANGELES WEALTH MANAGEMENT, LLC

CIK: 0001929170SEC EDGAR →

Portfolio Value

$1.8B

Holdings

465

As of

Q4 2025

New Positions

23

Closed Positions

44

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
MGK

VANGUARD WORLD FD

589,456$243.0M
13.40%
2
VT

VANGUARD INTL EQUITY INDEX F

1,428,931$201.0M
11.09%
3
SPYV

SPDR SERIES TRUST

2,072,630$117.0M
6.45%
4
VXUS

VANGUARD STAR FDS

1,392,855$105.0M
5.79%
5
VOO

VANGUARD INDEX FDS

162,688$102.0M
5.63%
6
SCHG

SCHWAB STRATEGIC TR

2,336,825$76.0M
4.19%
7
MUB

ISHARES TR

702,947$75.0M
4.14%
8
VGK

VANGUARD INTL EQUITY INDEX F

737,382$61.0M
3.36%
9
VTV

VANGUARD INDEX FDS

254,131$48.0M
2.65%
10
MSFT

MICROSOFT CORP

98,172$47.0M
2.59%

Quarterly Changes

Top Buys

VOO↑ Increased
$16.6M
VYM↑ Increased
$15.9M
VT↑ Increased
$14.5M
SPYV↑ Increased
$12.6M
VXUS↑ Increased
$10.5M

Top Sells

ARES↓ Decreased
$33.1M
BABA↓ Decreased
$2.7M
VTV↓ Decreased
$1.7M
COST↓ Decreased
$1.6M
IWF↓ Decreased
$1.6M

New Positions (91)

IDV*
$7.0M · 182K shares
UNH
$1.0M · 3K shares
NBSD
$0 · 17K shares
GSLC
$0 · 2K shares
TRV
$0 · 872 shares
UPS
$0 · 2K shares
VLUE
$0 · 89 shares
D
$0 · 6K shares
ZION
$0 · 11K shares
IGIB
$0 · 475 shares
MRSH
$0 · 1K shares
BBCA
$0 · 4K shares
SMMD
$0 · 143 shares
FDS
$0 · 756 shares
CWB
$0 · 653 shares
GAL
$0 · 7 shares
BWX
$0 · 1K shares
BBAX
$0 · 116 shares
ARCC
$0 · 16K shares
BBEU
$0 · 3K shares
USEA
$0 · 77K shares
AON
$0 · 613 shares
O
$0 · 5K shares
TRIN
$0 · 19K shares
ARES 6.75 10/01/27 B
$0 · 3K shares
GSEW
$0 · 2K shares
BIL
$0 · 1K shares
BCCC
$0 · 1K shares
EWT
$0 · 37 shares
AZN
$0 · 2K shares
MMSI
$0 · 2K shares
DTST
$0 · 43K shares
SKYY
$0 · 1K shares
NEE 7.234 11/01/27
$0 · 552 shares
SWAN
$0 · 3K shares
GLDM
$0 · 3K shares
GUNR
$0 · 5K shares
WFC 7.5 PERP L
$0 · 60 shares
BITW
$0 · 4K shares
CEG
$0 · 600 shares
IVE
$0 · 2K shares
FBTC
$0 · 6K shares
QUAL
$0 · 175 shares
SPTM
$0 · 3K shares
SHOP
$0 · 1K shares
BBVA
$0 · 10K shares
MSOS
$0 · 1K shares
BBJP
$0 · 774 shares
CMCSA
$0 · 7K shares
FTRI
$0 · 1K shares
IEF
$0 · 810 shares
VPL
$0 · 177 shares
PLD
$0 · 3K shares
GXDW
$0 · 529 shares
AIQ
$0 · 1K shares
URC
$0 · 29K shares
DIBS
$0 · 10K shares
SOXQ
$0 · 5K shares
ACWX
$0 · 1K shares
VOX
$0 · 424 shares
XYLD
$0 · 500 shares
DFIV
$0 · 99 shares
BAC 7.25 PERP L
$0 · 100 shares
SUSA
$0 · 40 shares
XSW
$0 · 250 shares
TXRH
$0 · 1K shares
FICO
$0 · 190 shares
EX9
$0 · 10K shares
HESM
$0 · 8K shares
DEFI
$0 · 20K shares
FIX
$0 · 226 shares
CFG
$0 · 4K shares
FT
$0 · 22K shares
FCX
$0 · 5K shares
EXR
$0 · 3K shares
TSLX
$0 · 15K shares
CTRE
$0 · 15K shares
QDIV
$0 · 536 shares
FQI
$0 · 2K shares
COMP
$0 · 18K shares
QYLD
$0 · 12K shares
DFIS
$0 · 497 shares
APO 6.75 07/31/26
$0 · 3K shares
BA 6 10/15/27
$0 · 5K shares
MTUM
$0 · 608 shares
EWO
$0 · 5K shares
WBD
$0 · 10K shares
CIBR
$0 · 625 shares
YOLO
$0 · 232K shares
SRE
$0 · 2K shares
OLA
$0 · 14K shares

Closed Positions (33)

UNH
$957K · 3K shares
IBIT
$377K · 6K shares
FISV
$354K · 3K shares
BND
$342K · 5K shares
ONEY
$296K · 3K shares
MIGA
$288K · 893 shares
PAYC
$274K · 1K shares
SPSM
$257K · 6K shares
ED
$230K · 2K shares
ENFR
$227K · 7K shares
IGSB
$226K · 4K shares
IHDG
$224K · 5K shares
DC4
$221K · 3K shares
BRO
$220K · 2K shares
CHWY
$215K · 5K shares
SO
$213K · 2K shares
BTC
$212K · 4K shares
KR
$208K · 3K shares
VST
$207K · 1K shares
MDLZ
$206K · 3K shares
WRB
$204K · 3K shares
DVYE
$172K · 6K shares
VGIT
$160K · 3K shares
BSV
$112K · 1K shares
SRLN
$92K · 2K shares
VONG
$47K · 389 shares
FALN
$32K · 1K shares
EMB
$30K · 316 shares
VCIT
$19K · 224 shares
VTWO
$15K · 156 shares
GII
$15K · 209 shares
VTHR
$5K · 17 shares
VGSH
$294 · 5 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services204$1.3B79.6%
Technology61$157.0M9.5%
Consumer Cyclical29$42.0M2.6%
Communication Services11$41.0M2.5%
Unknown33$29.0M1.8%
Healthcare38$28.0M1.7%
Consumer Defensive10$16.0M1.0%
Industrials40$12.0M0.7%
Energy17$5.0M0.3%
Basic Materials6$4.0M0.2%
Utilities8$2.0M0.1%
Real Estate8$00.0%