ANGELES WEALTH MANAGEMENT, LLC
13F Reported Value
ⓘ$2.2B
incl. option notional
Equity Holdings
ⓘ$2.2B
Option Notional
ⓘ$2.6M
$2.5M puts / $79,528 calls
Holdings
632
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ANGELES WEALTH MANAGEMENT, LLC disclosed 632 positions worth $2.2B in its Form 13F-HR for Q2 2026 — $2.2B in common stock plus $2.6M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $DOV. During the quarter the fund opened 133 new positions and exited 29 — including a new stake in $RH. The portfolio is most concentrated in Other (59.2% of disclosed assets). All figures are sourced directly from ANGELES WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1929170.
AI Fund Analysis
Diversifying
$DOV$DOV
$AAPL
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD WORLD FD - MEGA GRWTH IND
—Quality
$252.3M2,869,561 sh- 58.1#1,040
Quality
$237.8M1,515,162 sh VANGUARD STAR FDS - VG TL INTL STK F
—Quality
$147.1M1,720,778 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$140.5M2,311,111 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$115.0M167,407 shISHARES TR - NATIONAL MUN ETF
—Quality
$83.8M778,690 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$82.1M2,425,844 shVANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
—Quality
$72.4M817,271 sh- 76.4
Quality
$56.0M193,597 sh VANGUARD INDEX FDS - VALUE ETF
—Quality
$54.3M248,948 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD - MEGA GRWTH IND | — | $252.3M | 2,869,561 |
| DOVER Corp$DOV | 58.1#1,040 | $237.8M | 1,515,162 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $147.1M | 1,720,778 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $140.5M | 2,311,111 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $115.0M | 167,407 |
| ISHARES TR - NATIONAL MUN ETF | — | $83.8M | 778,690 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $82.1M | 2,425,844 |
| VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $72.4M | 817,271 |
| Apple Inc.$AAPL | 76.4 | $56.0M | 193,597 |
| VANGUARD INDEX FDS - VALUE ETF | — | $54.3M | 248,948 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ANGELES WEALTH MANAGEMENT, LLC's 632 positions.
Showing top 10 of 632 holdings.
Sector Allocation
Other
$1.3B
Technology
$302.0M
Industrials
$297.4M
Financials
$101.8M
Consumer Discretionary
$71.2M
Healthcare
$48.0M
Energy
$27.2M
Consumer Staples
$14.0M
Top Holdings — ANGELES WEALTH MANAGEMENT, LLC (Q2 2026)
Top 150 of 632 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $252.3M | 11.5% | +402% | — |
| 2 | $DOV | DOVER Corp | $237.8M | 10.9% | +3% | 58.1 |
| 3 | — | VANGUARD STAR FDS - VG TL INTL STK F | $147.1M | 6.7% | +5% | — |
| 4 | — | SPDR SERIES TRUST - ST STR P500VAL | $140.5M | 6.4% | +5% | — |
| 5 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $115.0M | 5.3% | +2% | — |
| 6 | — | ISHARES TR - NATIONAL MUN ETF | $83.8M | 3.8% | +1% | — |
| 7 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $82.1M | 3.8% | +3% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $72.4M | 3.3% | +5% | — |
| 9 | $AAPL | Apple Inc. | $56.0M | 2.6% | +6% | 76.4 |
| 10 | — | VANGUARD INDEX FDS - VALUE ETF | $54.3M | 2.5% | +0% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $47.2M | 2.2% | +998% | — |
| 12 |  $MSFT | MICROSOFT CORP | $38.4M | 1.8% | +6% | 79.8 |
| 13 | $NVDA | NVIDIA CORP | $35.4M | 1.6% | +4% | 85.9 |
| 14 | — | ISHARES INC - MSCI JAPAN ETF | $33.6M | 1.5% | +6% | — |
| 15 |  $AMZN | AMAZON COM INC | $28.2M | 1.3% | +19% | 68.7 |
| 16 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $27.7M | 1.3% | +2% | — |
| 17 |  $GOOG | Alphabet Inc. | $25.9M | 1.2% | +15% | 78.2 |
| 18 | — | ISHARES INC - MSCI WORLD ETF | $22.8M | 1.0% | -4% | — |
| 19 |  $GOOGL | Alphabet Inc. | $20.5M | 0.9% | +10% | 78.2 |
| 20 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $19.4M | 0.9% | -0% | — |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $19.4M | 0.9% | +1% | — |
| 22 | — | ISHARES TR - CORE MSCI TOTAL | $17.0M | 0.8% | -0% | — |
| 23 |  $AVGO | Broadcom Inc. | $17.0M | 0.8% | +5% | 84.5 |
| 24 | — | VANGUARD INDEX FDS - GROWTH ETF | $13.5M | 0.6% | +503% | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $13.4M | 0.6% | +7% | 73.8 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $12.5M | 0.6% | +7% | 70.7 |
| 27 |  $V | VISA INC. | $10.7M | 0.5% | +14% | 82.9 |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.7M | 0.5% | +6% | 66.2 |
| 29 | — | ISHARES TR - MSCI EAFE ETF | $10.5M | 0.5% | +45% | — |
| 30 |  $MU | MICRON TECHNOLOGY INC | $9.9M | 0.5% | +17% | 86.2 |
| 31 |  $LLY | ELI LILLY & Co | $9.5M | 0.4% | +6% | 87.5 |
| 32 |  $IVZ | Invesco Ltd. | $9.0M | 0.4% | -0% | — |
| 33 | — | ISHARES TR - PFD AND INCM SEC | $8.7M | 0.4% | -0% | — |
| 34 | — | ISHARES TR - 1 3 YR TREAS BD | $8.6M | 0.4% | +11% | — |
| 35 |  $TSLA | Tesla, Inc. | $8.2M | 0.4% | +12% | 53.9 |
| 36 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.8M | 0.4% | +2% | — |
| 37 | — | ISHARES TR - INTL SEL DIV ETF | $7.5M | 0.3% | +0% | — |
| 38 |  $META | Meta Platforms, Inc. | $7.4M | 0.3% | -9% | 79.6 |
| 39 | — | ISHARES TR - 10-20 YR TRS ETF | $7.1M | 0.3% | -0% | — |
| 40 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $6.8M | 0.3% | +13% | — |
| 41 |  $ABBV | AbbVie Inc. | $5.9M | 0.3% | +13% | 72.6 |
| 42 |  $JNJ | JOHNSON & JOHNSON | $5.3M | 0.2% | +2% | 69 |
| 43 |  $GLD | SPDR GOLD TRUST | $5.2M | 0.2% | +53% | — |
| 44 |  $GE | GENERAL ELECTRIC CO | $4.9M | 0.2% | -1% | 73.8 |
| 45 |  $MRK | Merck & Co., Inc. | $4.8M | 0.2% | -1% | 59.9 |
| 46 |  $PWR | QUANTA SERVICES, INC. | $4.7M | 0.2% | -5% | 72.1 |
| 47 |  $LRCX | LAM RESEARCH CORP | $4.5M | 0.2% | +3% | 79.4 |
| 48 |  $AMD | ADVANCED MICRO DEVICES INC | $4.5M | 0.2% | +17% | 79.8 |
| 49 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $4.5M | 0.2% | +4% | 59.1 |
| 50 |  $MA | Mastercard Inc | $4.5M | 0.2% | -0% | 85.1 |
| 51 |  $HD | HOME DEPOT, INC. | $4.4M | 0.2% | -2% | 60.3 |
| 52 |  $SHW | SHERWIN WILLIAMS CO | $4.4M | 0.2% | +5% | 61.3 |
| 53 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $4.3M | 0.2% | +6% | — |
| 54 |  $XOM.R34088 | EXXON MOBIL CORP | $4.3M | 0.2% | +0% | 57.9 |
| 55 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $4.3M | 0.2% | +0% | — |
| 56 |  $AMAT | APPLIED MATERIALS INC /DE | $4.3M | 0.2% | +25% | 72.3 |
| 57 |  $GEV | GE Vernova Inc. | $4.2M | 0.2% | +6% | 81.1 |
| 58 |  $WFC | WELLS FARGO & COMPANY/MN | $4.2M | 0.2% | +0% | 61.8 |
| 59 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.1M | 0.2% | +158% | — |
| 60 |  $CSCO | CISCO SYSTEMS, INC. | $3.8M | 0.2% | +9% | 70.3 |
| 61 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.2% | +0% | 73.8 |
| 62 | — | ISHARES TR - S&P 500 GRWT ETF | $3.6M | 0.2% | +84% | — |
| 63 | — | EA SERIES TRUST - FREEDOM 100 EM | $3.3M | 0.1% | +52% | — |
| 64 | — | ISHARES TR - RUS 1000 GRW ETF | $3.2M | 0.1% | +298% | — |
| 65 |  $INTC | INTEL CORP | $3.2M | 0.1% | +19% | 45.6 |
| 66 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.2M | 0.1% | +0% | — |
| 67 | — | ISHARES TR - SHRT NAT MUN ETF | $3.1M | 0.1% | +42% | — |
| 68 |  $BABA | Alibaba Group Holding Ltd | $3.0M | 0.1% | +0% | — |
| 69 |  $CTAS | CINTAS CORP | $2.9M | 0.1% | +5% | 68.7 |
| 70 |  $WMT | Walmart Inc. | $2.9M | 0.1% | +3% | 60.2 |
| 71 |  $QCOM | QUALCOMM INC/DE | $2.7M | 0.1% | +0% | 70.5 |
| 72 |  $CVX | CHEVRON CORP | $2.7M | 0.1% | +3% | 62.8 |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.1% | +3% | 67.6 |
| 74 | — | ISHARES TR - RUSSELL 2000 ETF | $2.7M | 0.1% | +38% | — |
| 75 | — | ISHARES TR - CORE S&P500 ETF | $2.6M | 0.1% | -4% | — |
| 76 |  $UNP | UNION PACIFIC CORP | $2.6M | 0.1% | +9% | 69.7 |
| 77 |  $CL | COLGATE PALMOLIVE CO | $2.6M | 0.1% | +2% | 61.3 |
| 78 |  $STX | Seagate Technology Holdings plc | $2.6M | 0.1% | -6% | — |
| 79 |  $RTX | RTX Corp | $2.6M | 0.1% | -2% | 73.2 |
| 80 |  $PEP | PEPSICO INC | $2.5M | 0.1% | -4% | 63.4 |
| 81 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.5M | 0.1% | +2% | 65.1 |
| 82 |  $RHPUT | RH | $2.5M | — | NEW | 55.2 |
| 83 |  $APH | AMPHENOL CORP /DE/ | $2.4M | 0.1% | +52% | 79.3 |
| 84 |  $ETN | Eaton Corp plc | $2.3M | 0.1% | +6% | — |
| 85 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.3M | 0.1% | +6% | — |
| 86 |  $PANW | Palo Alto Networks Inc | $2.3M | 0.1% | +15% | 65.5 |
| 87 |  $TJX | TJX COMPANIES INC /DE/ | $2.2M | 0.1% | +3% | 68.7 |
| 88 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.2M | 0.1% | +0% | — |
| 89 | — | ISHARES TR - RUS 1000 VAL ETF | $2.2M | 0.1% | +28% | — |
| 90 |  $AVPT | AvePoint, Inc. | $2.1M | 0.1% | +0% | 68.2 |
| 91 |  $AXP | AMERICAN EXPRESS CO | $2.1M | 0.1% | +59% | 69.4 |
| 92 |  $CAT | CATERPILLAR INC | $2.1M | 0.1% | +10% | 66.5 |
| 93 |  $PAGP | PLAINS GP HOLDINGS LP | $2.1M | 0.1% | +5% | 55.1 |
| 94 |  $NFLX | NETFLIX INC | $2.0M | 0.1% | -1% | 78.8 |
| 95 |  $FOXF | FOX FACTORY HOLDING CORP | $2.0M | 0.1% | -0% | 30.4 |
| 96 | — | ISHARES TR - CORE S&P MCP ETF | $2.0M | 0.1% | +36% | — |
| 97 |  $ADI | ANALOG DEVICES INC | $1.9M | 0.1% | +13% | 79.2 |
| 98 |  $GS | GOLDMAN SACHS GROUP INC | $1.9M | 0.1% | +9% | 73.5 |
| 99 |  $CMI | CUMMINS INC | $1.9M | 0.1% | +1% | 58.1 |
| 100 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.1% | +48% | 64.6 |
| 101 |  $MCO | MOODYS CORP /DE/ | $1.9M | 0.1% | +3% | 79.1 |
| 102 |  $MCD | MCDONALDS CORP | $1.8M | 0.1% | -10% | 69 |
| 103 |  $PM | Philip Morris International Inc. | $1.8M | 0.1% | +0% | 75.9 |
| 104 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.1% | +32% | 62.7 |
| 105 |  $GLW | CORNING INC /NY | $1.7M | 0.1% | +37% | 73.7 |
| 106 |  $EVR | Evercore Inc. | $1.7M | 0.1% | +0% | 76.9 |
| 107 |  $KO | COCA COLA CO | $1.7M | 0.1% | +6% | 69.5 |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.1% | +15% | 70 |
| 109 |  $F | FORD MOTOR CO | $1.7M | 0.1% | +1% | 54.9 |
| 110 |  $ASML | ASML HOLDING NV | $1.6M | 0.1% | +2% | — |
| 111 |  $MS | MORGAN STANLEY | $1.6M | 0.1% | -0% | 75.8 |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $1.6M | 0.1% | +23% | 73.4 |
| 113 |  $ORCL | ORACLE CORP | $1.6M | 0.1% | +16% | 66.2 |
| 114 |  $VLO | VALERO ENERGY CORP/TX | $1.6M | 0.1% | +87% | 57.8 |
| 115 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.5M | 0.1% | +3818% | — |
| 116 |  $WHR | WHIRLPOOL CORP /DE/ | $1.5M | 0.1% | +1% | 42.8 |
| 117 |  $LIN | LINDE PLC | $1.5M | 0.1% | +1% | — |
| 118 |  $NOW | ServiceNow, Inc. | $1.5M | 0.1% | +10% | 72.9 |
| 119 |  $PII | Polaris Inc. | $1.5M | 0.1% | -1% | 32.4 |
| 120 |  $KLAC | KLA CORP | $1.5M | 0.1% | +1108% | 78.6 |
| 121 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.5M | 0.1% | +3% | — |
| 122 | — | ISHARES TR - FLTG RATE NT ETF | $1.5M | 0.1% | NEW | — |
| 123 |  $CRWD | CrowdStrike Holdings, Inc. | $1.5M | 0.1% | -12% | 67.7 |
| 124 | — | ISHARES TR - RUS MID CAP ETF | $1.4M | 0.1% | +64% | — |
| 125 |  $ECG | Everus Construction Group, Inc. | $1.4M | 0.1% | +0% | 66.3 |
| 126 |  $RSG | REPUBLIC SERVICES, INC. | $1.4M | 0.1% | +28% | 62.3 |
| 127 | — | ISHARES INC - CORE MSCI EMKT | $1.4M | 0.1% | +31% | — |
| 128 |  $BX | Blackstone Inc. | $1.4M | 0.1% | -9% | 74.4 |
| 129 |  $ISRG | INTUITIVE SURGICAL INC | $1.4M | 0.1% | -26% | 79.9 |
| 130 |  $NEE | NEXTERA ENERGY INC | $1.4M | 0.1% | +45% | 64.6 |
| 131 |  $DHR | DANAHER CORP /DE/ | $1.4M | 0.1% | +29% | 64.8 |
| 132 |  $HOOD | Robinhood Markets, Inc. | $1.4M | 0.1% | +4% | 82.1 |
| 133 |  $BLK | BlackRock, Inc. | $1.3M | 0.1% | +11% | 70 |
| 134 | — | ISHARES TR - CORE MSCI EAFE | $1.3M | 0.1% | +12% | — |
| 135 |  $SNDK | Sandisk Corp | $1.3M | 0.1% | +37% | 87.7 |
| 136 |  $REAL | TheRealReal, Inc. | $1.3M | 0.1% | NEW | 36.8 |
| 137 | — | ISHARES TR - 0-3 MTH TREASURY | $1.3M | 0.1% | +117% | — |
| 138 | — | ISHARES TR - CORE MSCI INTL | $1.2M | 0.1% | +0% | — |
| 139 |  $LBRT | Liberty Energy Inc. | $1.2M | 0.1% | +0% | 42 |
| 140 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.1% | +14% | 79.4 |
| 141 |  $JAZZ | Jazz Pharmaceuticals plc | $1.2M | 0.1% | NEW | — |
| 142 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.2M | 0.1% | +16% | — |
| 143 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.1% | -1% | 70.4 |
| 144 |  $CRM | Salesforce, Inc. | $1.2M | 0.1% | +41% | 77 |
| 145 | — | ISHARES TR - CORE S&P SCP ETF | $1.2M | 0.1% | +16% | — |
| 146 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.1% | +9% | 65.6 |
| 147 |  $HCA | HCA Healthcare, Inc. | $1.2M | 0.1% | -1% | 68.9 |
| 148 |  $BKNG | Booking Holdings Inc. | $1.2M | 0.1% | +2401% | 58.5 |
| 149 |  $CRI | CARTERS INC | $1.1M | 0.1% | -21% | 58.1 |
| 150 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.1M | 0.1% | +62% | — |
New Positions (133)
$RHPUT RH$2.5M$REAL TheRealReal, Inc.$1.3M$JAZZ Jazz Pharmaceuticals plc$1.2M
$VST Vistra Corp.$961,456
$VNOM Viper Energy, Inc.$933,139
$RBLX Roblox Corp$915,270
$PSA Public Storage$900,181
$UAL United Airlines Holdings, Inc.$775,415
$EOLS Evolus, Inc.$732,482
$MRVL Marvell Technology, Inc.$678,593
$PTON PELOTON INTERACTIVE, INC.$635,940Exited Positions (29)
$APA APA Corp
$EXEL EXELIXIS, INC.
$BALL BALL Corp
$ZTS Zoetis Inc.
$WGO WINNEBAGO INDUSTRIES INC
$TSCO TRACTOR SUPPLY CO /DE/
$CCZ COMCAST CORP
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$RMD RESMED INC
$ICE Intercontinental Exchange, Inc.
$NEM NEWMONT Corp /DE/
$COR Cencora, Inc.
$DPZ DOMINOS PIZZA INCBrowse Top Institutional Investors
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