ANGELES WEALTH MANAGEMENT, LLC
Sector Allocation
- Other60.3%$1.4B
- Technology13.9%$314.9M
- Industrials12.7%$287.4M
- Financials4.4%$100.0M
- Consumer Discretionary2.7%$61.5M
- Healthcare2.4%$54.4M
- Energy1.2%$27.7M
- Consumer Staples1.1%$26.1M
- Materials0.5%$10.4M
- Utilities0.4%$8.4M
AUM History
13fpro.ai/research/fund/angeles-wealth-management-llc-1929170
Conviction and streaks
Stable · top 10 = 56.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$269.9M
DOV
$248.4M- VANGUARD$152.4M
- SPDR$148.4M
- VANGUARD$119.6M
- SCHWAB$91.0M
- VANGUARD$74.2M
- ISHARES$71.4M
AAPL
$62.5M- VANGUARD$53.5M
MSFT
$51.8MSPY
$48.3M- VANGUARD$41.0M
NVDA
$39.7M- ISHARES$36.5M
AMZN
$28.0M- SPDR$26.7M
GOOGL
$23.6M- ISHARES$23.2M
GOOG
$19.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/angeles-wealth-management-llc-1929170
ANGELES WEALTH MANAGEMENT, LLC 13F holdings — Q3 2026
$2.3B portfolio (+3.7% QoQ) · 599 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio
Includes $1.4M of put/call options ($1.2M puts, $184K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $2.3B. Weights use the stock portfolio.
- 1
VANGUARD WORLD FD - MRNGSTR MEGA CAP
$269.9M
11.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $248.4M
10.9% of stocks
+4%This quarter0.0%Since filed11+ qtrsHeld- 3
VANGUARD STAR FDS - VG TL INTL STK F
$152.4M
6.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500VAL
$148.4M
6.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - S&P 500 ETF SHS
$119.6M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US LCAP GR ETF
$91.0M
4.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$74.2M
3.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - SHRT NAT MUN ETF
$71.4M
3.1% of stocks
+2277%This quarter—Since filed—HeldAIQuality—Est. buy— $62.5M
2.8% of stocks
-3%This quarter0.0%Since filed11+ qtrsHeld- 10
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$53.5M
2.4% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD - MRNGSTR MEGA CAP | $269.9M | 11.9% | +2% | — | — | — | — | |
| 2 | $248.4M | 10.9% | +4% | 0.0% | 11+ qtrsAdded 10 qtrs in a row | 59.5#924 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD STAR FDS - VG TL INTL STK F | $152.4M | 6.7% | +4% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500VAL | $148.4M | 6.5% | +5% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $119.6M | 5.3% | +2% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $91.0M | 4.0% | +4% | — | — | — | — | |
| 7 | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $74.2M | 3.3% | +5% | — | — | — | — | |
| 8 | ISHARES TR - SHRT NAT MUN ETF | $71.4M | 3.1% | +2277% | — | — | — | — | |
| 9 | $62.5M | 2.8% | -3% | 0.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $53.5M | 2.4% | -0.5% | — | — | — | — |
All holdings — ANGELES WEALTH MANAGEMENT, LLC (Q3 2026)
599 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $51.8M | 2.3% | 101K | -2% | 11+ qtrs | 79.8 | 13F | |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $48.3M | 2.1% | 499K | -18% | 11+ qtrs | — | 13F | |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $41.0M | 1.8% | 712K | New | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $39.7M | 1.8% | 174K | -2% | 11+ qtrs | 86.0 | 13F | |
| 15 | — | ISHARES INC - MSCI JAPAN ETFetf/fund | — | $36.5M | 1.6% | 374K | +4% | — | — | 13F |
| 16 | AMAZON COM INC | Consumer Discretionary | $28.0M | 1.2% | 112K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | SPDR SERIES TRUST - ST TERM HIGH ETFetf/fund | — | $26.7M | 1.2% | 1.10M | -0.4% | — | — | 13F |
| 18 | Alphabet Inc. | Technology | $23.6M | 1.0% | 69K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES INC - MSCI WORLD ETFetf/fund | — | $23.2M | 1.0% | 113K | -0.0% | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $19.7M | 0.9% | 58K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $19.2M | 0.8% | 51K | -2% | — | — | 13F |
| 22 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $19.1M | 0.8% | 123K | — | — | — | 13F |
| 23 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $17.0M | 0.8% | 179K | +0.1% | — | — | 13F |
| 24 | Broadcom Inc. | Technology | $15.3M | 0.7% | 44K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $14.0M | 0.6% | 156K | -0.4% | — | — | 13F |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $13.0M | 0.6% | 26K | -2% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $12.2M | 0.5% | 37K | -3% | |||
| 28 | $V | VISA INC. | Financials | $11.2M | 0.5% | 31K | -0.8% | |||
| 29 | — | ISHARES TR - MSCI EAFE ETF | — | $10.7M | 0.5% | 103K | +2% | |||
| 30 | — | ISHARES TR - NATIONAL MUN ETF | — | $10.6M | 0.5% | 105K | -87% | |||
| 31 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $10.2M | 0.5% | 11K | -2% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $9.4M | 0.4% | 461K | +4% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $9.4M | 0.4% | 13K | -2% | |||
| 34 | $MU | MICRON TECHNOLOGY INC | Technology | $9.1M | 0.4% | 8,552 | -0.3% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $9.0M | 0.4% | 7,768 | -2% | |||
| 36 | — | ISHARES TR - PFD AND INCM SEC | — | $8.8M | 0.4% | 299K | +5% | |||
| 37 | — | ISHARES TR - INTL SEL DIV ETF | — | $7.7M | 0.3% | 182K | — | |||
| 38 | — | ISHARES TR - 1 3 YR TREAS BD | — | $7.5M | 0.3% | 93K | -12% | |||
| 39 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $7.4M | 0.3% | 16K | -0.5% | |||
| 40 | $TSLA | Tesla, Inc. | Consumer Discretionary | $6.7M | 0.3% | 19K | -4% | |||
| 41 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $6.5M | 0.3% | 92K | -4% | |||
| 42 | $ABBV | AbbVie Inc. | Healthcare | $6.1M | 0.3% | 23K | -0.7% | |||
| 43 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.4M | 0.2% | 20K | -2% | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $5.1M | 0.2% | 14K | -5% | |||
| 45 | $MRK | Merck & Co., Inc. | Healthcare | $5.1M | 0.2% | 35K | -7% | |||
| 46 | $MA | Mastercard Inc | Financials | $5.1M | 0.2% | 9,166 | +5% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.8M | 0.2% | 29K | -7% | |||
| 48 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $4.7M | 0.2% | 197K | -2% | |||
| 49 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $4.6M | 0.2% | 7,496 | -3% | |||
| 50 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $4.4M | 0.2% | 44K | — | |||
| 51 | $SHW | SHERWIN WILLIAMS CO | Materials | $4.1M | 0.2% | 13K | -0.3% | |||
| 52 | $PWR | QUANTA SERVICES, INC. | Industrials | $4.1M | 0.2% | 6,407 | -0.9% | |||
| 53 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.1M | 0.2% | 5,528 | +0.3% | |||
| 54 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.9M | 0.2% | 49K | -3% | |||
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.9M | 0.2% | 65K | -10% | |||
| 56 | $GE | GENERAL ELECTRIC CO | Industrials | $3.8M | 0.2% | 12K | -6% | |||
| 57 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.7M | 0.2% | 26K | — | |||
| 58 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.2% | 5 | — | |||
| 59 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.6M | 0.2% | 5,257 | +4% | |||
| 60 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.4M | 0.1% | 12K | -4% | |||
| 61 | $CTAS | CINTAS CORP | Consumer Discretionary | $3.4M | 0.1% | 17K | +1% | |||
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | — | $3.3M | 0.1% | 26K | +2% | |||
| 63 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $3.3M | 0.1% | 30K | -0.1% | |||
| 64 | $LRCX | LAM RESEARCH CORP | Technology | $3.3M | 0.1% | 9,922 | -5% | |||
| 65 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.2M | 0.1% | 30K | -6% | |||
| 66 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $3.2M | 0.1% | 109K | +0.0% | |||
| 67 | $GEV | GE Vernova Inc. | Industrials | $3.2M | 0.1% | 3,344 | -6% | |||
| 68 | $CVX | CHEVRON CORP | Energy | $3.1M | 0.1% | 15K | -8% | |||
| 69 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $3.0M | 0.1% | 43K | -2% | |||
| 70 | $APH | AMPHENOL CORP /DE/ | Technology | $2.8M | 0.1% | 33K | +141% | |||
| 71 | — | ISHARES TR - CORE S&P500 ETF | — | $2.7M | 0.1% | 3,498 | -0.3% | |||
| 72 | $QCOM | QUALCOMM INC/DE | Technology | $2.7M | 0.1% | 15K | -1% | |||
| 73 | $INTC | INTEL CORP | Technology | $2.7M | 0.1% | 22K | -3% | |||
| 74 | $UNP | UNION PACIFIC CORP | Industrials | $2.6M | 0.1% | 9,557 | -0.6% | |||
| 75 | $PANW | Palo Alto Networks Inc | Technology | $2.6M | 0.1% | 6,503 | -3% | |||
| 76 | $ETN | Eaton Corp plc | Industrials | $2.5M | 0.1% | 5,837 | +6% | |||
| 77 | $RTX | RTX Corp | Industrials | $2.5M | 0.1% | 13K | -2% | |||
| 78 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.5M | 0.1% | 8,846 | — | |||
| 79 | $WMT | Walmart Inc. | Consumer Staples | $2.4M | 0.1% | 23K | -9% | |||
| 80 | $STX | Seagate Technology Holdings plc | Technology | $2.4M | 0.1% | 2,604 | -3% | |||
| 81 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.4M | 0.1% | 28K | -1% | |||
| 82 | $PAGP | PLAINS GP HOLDINGS LP | Energy | $2.4M | 0.1% | 92K | +9% | |||
| 83 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.1% | 43K | -8% | |||
| 84 | $NOW | ServiceNow, Inc. | Technology | $2.3M | 0.1% | 17K | +13% | |||
| 85 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $2.3M | 0.1% | 84K | +0.0% | |||
| 86 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.3M | 0.1% | 4,421 | -25% | |||
| 87 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.2M | 0.1% | 9,024 | +1% | |||
| 88 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.2M | 0.1% | 71K | — | |||
| 89 | $FOXF | FOX FACTORY HOLDING CORP | Industrials | $2.2M | 0.1% | 120K | -0.1% | |||
| 90 | $PEP | PEPSICO INC | Consumer Staples | $2.2M | 0.1% | 17K | -8% | |||
| 91 | $WHR | WHIRLPOOL CORP /DE/ | Technology | $2.0M | 0.1% | 65K | +66% | |||
| 92 | $AXP | AMERICAN EXPRESS CO | Financials | $2.0M | 0.1% | 6,499 | +5% | |||
| 93 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.9M | 0.1% | 7,198 | +278% | |||
| 94 | $CRM | Salesforce, Inc. | Technology | $1.9M | 0.1% | 8,181 | +9% | |||
| 95 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.1% | 14K | -5% | |||
| 96 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.8M | 0.1% | 25K | -0.6% | |||
| 97 | $NFLX | NETFLIX INC | Communication Services | $1.8M | 0.1% | 26K | -11% | |||
| 98 | $ADI | ANALOG DEVICES INC | Technology | $1.8M | 0.1% | 4,416 | -9% | |||
| 99 | $MCO | MOODYS CORP /DE/ | Financials | $1.8M | 0.1% | 3,856 | -7% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.1% | 9,150 | -5% | |||
| 101 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.7M | 0.1% | 8,311 | +26% | |||
| 102 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 0.1% | 1,909 | +1% | |||
| 103 | — | ISHARES TR - RUS MID CAP ETF | — | $1.7M | 0.1% | 16K | +24% | |||
| 104 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.1% | 20K | -3% | |||
| 105 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.7M | 0.1% | 7,557 | +4% | |||
| 106 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.7M | 0.1% | 12K | -10% | |||
| 107 | $PLTR | Palantir Technologies Inc. | Technology | $1.6M | 0.1% | 8,774 | -6% | |||
| 108 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.6M | 0.1% | 5,819 | +9% | |||
| 109 | $ASML | ASML HOLDING NV | Technology | $1.6M | 0.1% | 871 | +7% | |||
| 110 | $HOOD | Robinhood Markets, Inc. | Financials | $1.6M | 0.1% | 14K | +2% | |||
| 111 | — | ISHARES INC - CORE MSCI EMKT | — | $1.5M | 0.1% | 19K | +10% | |||
| 112 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.5M | 0.1% | 6,399 | -2% | |||
| 113 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.5M | 0.1% | 29K | — | |||
| 114 | $MS | MORGAN STANLEY | Financials | $1.5M | 0.1% | 7,745 | +1% | |||
| 115 | $PSX | Phillips 66 | Energy | $1.5M | 0.1% | 5,705 | -5% | |||
| 116 | $AVPT | AvePoint, Inc. | Technology | $1.5M | 0.1% | 103K | -45% | |||
| 117 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.4M | 0.1% | 9,562 | New | |||
| 118 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.4M | 0.1% | 6,092 | -1% | |||
| 119 | $F | FORD MOTOR CO | Consumer Discretionary | $1.4M | 0.1% | 118K | -1.0% | |||
| 120 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.4M | 0.1% | 3,488 | -0.5% | |||
| 121 | — | ISHARES TR - CORE MSCI EAFE | — | $1.4M | 0.1% | 15K | +8% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.4M | 0.1% | 23K | +0.1% | |||
| 123 | $BLK | BlackRock, Inc. | Financials | $1.4M | 0.1% | 1,310 | -4% | |||
| 124 | $CMI | CUMMINS INC | Industrials | $1.4M | 0.1% | 2,679 | +0.1% | |||
| 125 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.4M | 0.1% | 3,764 | -9% | |||
| 126 | $BX | Blackstone Inc. | Financials | $1.4M | 0.1% | 12K | +3% | |||
| 127 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.1% | 1,686 | -13% | |||
| 128 | $IAU | ISHARES GOLD TRUST | Financials | $1.3M | 0.1% | 17K | +28% | |||
| 129 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.1% | 9,618 | -10% | |||
| 130 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.1% | 10K | -3% | |||
| 131 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.1% | 21K | +1% | |||
| 132 | $LIN | LINDE PLC | Materials | $1.3M | 0.1% | 2,704 | -8% | |||
| 133 | $EOLS | Evolus, Inc. | Healthcare | $1.3M | 0.1% | 158K | +49% | |||
| 134 | — | ISHARES TR - CORE MSCI INTL | — | $1.3M | 0.1% | 14K | — | |||
| 135 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.2M | 0.1% | 13K | +5% | |||
| 136 | $EVR | Evercore Inc. | Financials | $1.2M | 0.1% | 4,826 | -1% | |||
| 137 | $HCA | HCA Healthcare, Inc. | Healthcare | $1.2M | 0.1% | 2,909 | -2% | |||
| 138 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.2M | 0.1% | 12K | -6% | |||
| 139 | $ACN | Accenture plc | Technology | $1.2M | 0.1% | 6,444 | -15% | |||
| 140 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $1.2M | 0.1% | 5,068 | — | |||
| 141 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.2M | 0.1% | 2,285 | +0.6% | |||
| 142 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.2M | 0.1% | 12K | -8% | |||
| 143 | $PII | Polaris Inc. | Industrials | $1.2M | 0.1% | 22K | -0.2% | |||
| 144 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.1M | 0.1% | 21K | +1% | |||
| 145 | $DIS | Walt Disney Co | Communication Services | $1.1M | 0.1% | 11K | -4% | |||
| 146 | $GLW | CORNING INC /NY | Materials | $1.1M | 0.1% | 7,176 | +7% | |||
| 147 | $MSI | Motorola Solutions, Inc. | Technology | $1.1M | 0.1% | 2,455 | +0.8% | |||
| 148 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.1M | 0.1% | 2,821 | -53% | |||
| 149 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.1% | 7,816 | -1% | |||
| 150 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.1% | 14K | -11% |
What changed in Q3 2026
Against the previous quarter's 13F: 36 new, 148 added to, 287 trimmed, 66 sold out. Share-count changes; largest moves by dollar size first.
New positions (36)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.4Mfirst bought this quarter
$MARPUTMARRIOTT INTERNATIONAL INC /MD/$711K
first bought this quarter
$ABVXAbivax S.A.$497K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$481K
first bought this quarter
$FIGFigma, Inc.$420K
first bought this quarter
$HLTPUTHilton Worldwide Holdings Inc.$318K
first bought this quarter
+30 more in the Excel export
Added to (148)
- ISHARES TR - SHRT NAT MUN ETF+2277%
now $71.4M
now $248.4M · held 11+ qtrs, 10 adds in a row
- SPDR SERIES TRUST - ST STR P500VAL+5%
now $148.4M
- VANGUARD STAR FDS - VG TL INTL STK F+4%
now $152.4M
- VANGUARD WORLD FD - MRNGSTR MEGA CAP+2%
now $269.9M
- SCHWAB STRATEGIC TR - US LCAP GR ETF+4%
now $91.0M
+142 more in the Excel export
Trimmed (287)
- ISHARES TR - NATIONAL MUN ETF-87%
now $10.6M
now $48.3M · held 11+ qtrs
- ISHARES TR - 10-20 YR TRS ETF-88%
now $786K
now $62.5M · held 11+ qtrs
now $28.0M · held 11+ qtrs
now $23.6M · held 11+ qtrs
+281 more in the Excel export
Holdings by quarter
Every 13F ANGELES WEALTH MANAGEMENT, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of ANGELES WEALTH MANAGEMENT's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 11% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
ANGELES WEALTH MANAGEMENT, LLC disclosed 599 positions worth $2.3B in its Form 13F-HR for Q3 2026 — $2.3B in common stock plus $1.4M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $DOV. During the quarter the fund opened 36 new positions and exited 66 — including a new stake in $SPCX and a full exit from $RH. The portfolio is most concentrated in Other (60.3% of disclosed assets). All figures are sourced directly from ANGELES WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1929170.
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AI-Powered Hedge Fund Analysis: ANGELES WEALTH MANAGEMENT, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ANGELES WEALTH MANAGEMENT, LLC (SEC CIK: 1929170), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ANGELES WEALTH MANAGEMENT, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.