Angeles Wealth Management, LLC holds a focused book of 628 stocks worth $2.2B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Ishares Floating Rate Bond E and trimmed Ishares Msci World ETF. Their largest long position is Vanguard Mega Cap Growth ETF at 12% of the equity book. They also disclosed $2.5M in put options (a bearish bet) and $80K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Angeles Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $891.3B |
| MORGAN STANLEY | 80 / 80 | $678.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $620.5B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $313.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $188.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $184.7B |
| UBS Group AG | 80 / 80 | $181.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $114.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Angeles Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD MEGA GRWTH IND | $252.3M | 2.87M | 11.5% | ▲+402% Added · +2.3M sh | |
| 2 | Vanguard Intl Equity Index F TT WRLD ST ETF | $237.8M | 1.52M | 10.9% | ▲+2.9% Added · +42K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $147.1M | 1.72M | 6.7% | ▲+4.7% Added · +78K sh | |
| 4 | SPDR Series Trust ST STR P500VAL | $140.5M | 2.31M | 6.4% | ▲+5.1% Added · +113K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $115.0M | 167.4K | 5.3% | ▲+1.9% Added · +3K sh | |
| 6 | Ishares TR NATIONAL MUN ETF | $83.8M | 778.7K | 3.8% | ▲+1.4% Added · +11K sh | |
| 7 | Schwab Strategic TR US LCAP GR ETF | $82.1M | 2.43M | 3.8% | ▲+2.8% Added · +66K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $72.4M | 817.3K | 3.3% | ▲+4.7% Added · +37K sh | |
| 9 | Apple Inc COM | $56.0M | 193.6K | 2.6% | ▲+6.2% Added · +11K sh | |
| 10 | Vanguard Index FDS VALUE ETF | $54.3M | 248.9K | 2.5% | ▲+0.2% Added · +482 sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $47.2M | 606.5K | 2.2% | ▲11× Added · +551K sh | |
| 12 | Microsoft Corp COM | $38.4M | 103.1K | 1.8% | ▲+6.2% Added · +6K sh | |
| 13 | Nvidia Corporation COM | $35.4M | 177.1K | 1.6% | ▲+4.4% Added · +8K sh | |
| 14 | Ishares Inc MSCI JAPAN ETF | $33.6M | 360.7K | 1.5% | ▲+5.6% Added · +19K sh | |
| 15 | Amazon Com Inc COM | $28.2M | 118.5K | 1.3% | ▲+19% Added · +19K sh | |
| 16 | SPDR Series Trust ST TERM HIGH ETF | $27.7M | 1.11M | 1.3% | ▲+1.7% Added · +19K sh | |
| 17 | Alphabet Inc CAP STK CL A | $25.9M | 72.5K | 1.2% | ▲+15% Added · +9K sh | |
| 18 | Ishares Inc MSCI WORLD ETF | $22.8M | 112.6K | 1.0% | ▼−4.4% Reduced · −5K sh | |
| 19 | Alphabet Inc CAP STK CL C | $20.5M | 58.1K | 0.9% | ▲+10% Added · +5K sh | |
| 20 | Vanguard Whitehall FDS HIGH DIV YLD | $19.4M | 122.9K | 0.9% | ▼−0.1% Reduced · −179 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $19.4M | 52.4K | 0.9% | ▲+0.6% Added · +295 sh | |
| 22 | Ishares TR CORE MSCI TOTAL | $17.0M | 178.4K | 0.8% | ▼−0.1% Reduced · −151 sh | |
| 23 | Broadcom Inc COM | $17.0M | 44.9K | 0.8% | ▲+4.8% Added · +2K sh | |
| 24 | Vanguard Index FDS GROWTH ETF | $13.5M | 156.1K | 0.6% | ▲+503% Added · +130K sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $13.4M | 26.7K | 0.6% | ▲+7.3% Added · +2K sh | |
| 26 | JPMorgan Chase & Co COM | $12.5M | 38.1K | 0.6% | ▲+6.6% Added · +2K sh | |
| 27 | Visa Inc COM CL A | $10.7M | 31.3K | 0.5% | ▲+14% Added · +4K sh | |
| 28 | Costco Wholesale Corporation COM | $10.7M | 11.5K | 0.5% | ▲+6.3% Added · +684 sh | |
| 29 | Ishares TR MSCI EAFE ETF | $10.5M | 100.7K | 0.5% | ▲+45% Added · +31K sh | |
| 30 | Micron Technology Inc COM | $9.9M | 8.6K | 0.5% | ▲+17% Added · +1K sh | |
| 31 | Eli Lilly & Co COM | $9.5M | 7.9K | 0.4% | ▲+6.3% Added · +468 sh | |
| 32 | Invesco Exch Traded FD TR II SR LN ETF | $9.0M | 443.7K | 0.4% | ▼−0.3% Reduced · −1K sh | |
| 33 | Ishares TR PFD AND INCM SEC | $8.7M | 284.9K | 0.4% | ▼−0.2% Reduced · −678 sh | |
| 34 | Ishares TR 1 3 YR TREAS BD | $8.6M | 104.9K | 0.4% | ▲+11% Added · +10K sh | |
| 35 | Tesla Inc COM | $8.2M | 19.5K | 0.4% | ▲+12% Added · +2K sh | |
| 36 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.8M | 16.3K | 0.4% | ▲+2.1% Added · +340 sh | |
| 37 | Ishares TR INTL SEL DIV ETF | $7.5M | 182.0K | 0.3% | —Held | |
| 38 | Meta Platforms Inc CL A | $7.4M | 13.2K | 0.3% | ▼−8.8% Reduced · −1K sh | |
| 39 | Ishares TR 10-20 YR TRS ETF | $7.1M | 70.6K | 0.3% | ▼−0.3% Reduced · −214 sh | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.8M | 95.9K | 0.3% | ▲+13% Added · +11K sh | |
| 41 | Abbvie Inc COM | $5.9M | 23.4K | 0.3% | ▲+13% Added · +3K sh | |
| 42 | Johnson & Johnson COM | $5.3M | 20.7K | 0.2% | ▲+2.2% Added · +442 sh | |
| 43 | SPDR Gold TR GOLD SHS | $5.2M | 14.2K | 0.2% | ▲+53% Added · +5K sh | |
| 44 | Ge Aerospace COM NEW | $4.9M | 13.1K | 0.2% | ▼−0.8% Reduced · −113 sh | |
| 45 | Merck & Co Inc COM | $4.8M | 37.1K | 0.2% | ▼−1.3% Reduced · −495 sh | |
| 46 | Quanta Svcs Inc COM | $4.7M | 6.5K | 0.2% | ▼−5.1% Reduced · −348 sh | |
| 47 | Lam Research Corp COM NEW | $4.5M | 10.5K | 0.2% | ▲+3.0% Added · +310 sh | |
| 48 | Advanced Micro Devices Inc COM | $4.5M | 7.7K | 0.2% | ▲+17% Added · +1K sh | |
| 49 | Plains All Amern Pipeline L UNIT LTD PARTN | $4.5M | 200.9K | 0.2% | ▲+4.2% Added · +8K sh | |
| 50 | Mastercard Incorporated CL A | $4.5M | 8.7K | 0.2% | ▼−0.3% Reduced · −29 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1929170/holdings"
Use Arkolith to show ANGELES WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | RHRH | $2.5M | 15K |
| CALL · bullish | CHENIERE ENERGY INCLNG | $48K | 200 |
| PUT · bearish | CHENIERE ENERGY INCLNG | $48K | 200 |
| CALL · bullish | VISTRA CORPVST | $32K | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 632 | $2.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 524 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 465 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 408 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 429 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 367 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 369 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 328 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 305 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 8, 2024 | 296 | $999.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 258 | $820.8M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 27, 2023 | 224 | $707.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 217 | $733.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 206 | $672.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 211 | $571.3M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 3, 2022 | 212 | $505.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 197 | $500.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 192 | $528.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.