account_balance

Investment manager · 13F filer · SEC CIK 1929170

Angeles Wealth Management, LLC

Reported value$2.27Bas of Sep 30, 2026
Positions594 33 new, 67 sold out
Top 10 weight56.9%MGK alone is 12%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MGK Vanguard World Fd 11.9% Held
VT Vanguard Intl Equity Index F 10.9% Added +4%
VXUS Vanguard Star FDS 6.7% Added +4%
SPYV SPDR Series Trust 6.5% Added +5%
VOO Vanguard Index FDS 5.3% Held
SCHG Schwab Strategic Tr 4.0% Added +4%
VGK Vanguard Intl Equity Index F 3.3% Added +5%
SUB iShares Tr 3.1% Added +2277%
AAPL Apple Inc. 2.8% Trimmed −3%
VTV Vanguard Index FDS 2.4% Held
MSFT Microsoft Corp 2.3% HeldSPY SPDR S&P 500 ETF Trust 2.1% Trimmed −18%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
  • VGSH +56057%
  • SUB +2277%
  • MA +5%
  • SPYV +5%
arrow_downwardTrimmed
  • MUB −87%
  • SPY −18%
  • SHY −12%
  • XOM −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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