Angeles Wealth Management, LLC holds a focused book of 524 stocks worth $1.8B as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened Plains All Amer Pipeline LP and trimmed Vanguard Mega Cap Growth ETF. Their largest long position is Vanguard Mega Cap Growth ETF at 11% of the equity book.
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.
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.
28% 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
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 | $209.9M | 571.2K | 11.4% | ▼−3.1% Reduced · −18K sh | |
| 2 | Vanguard Intl Equity Index F TT WRLD ST ETF | $203.7M | 1.47M | 11.1% | ▲+3.1% Added · +44K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $126.7M | 1.64M | 6.9% | ▲+18% Added · +250K sh | |
| 4 | SPDR Series Trust STATE STREET SPD | $124.4M | 2.20M | 6.8% | ▲+6.0% Added · +125K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $98.2M | 164.3K | 5.3% | ▲+1.0% Added · +2K sh | |
| 6 | Ishares TR NATIONAL MUN ETF | $81.5M | 767.5K | 4.4% | ▲+9.2% Added · +65K sh | |
| 7 | Schwab Strategic TR US LCAP GR ETF | $68.7M | 2.36M | 3.7% | ▲+1.0% Added · +23K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $64.3M | 780.4K | 3.5% | ▲+5.8% Added · +43K sh | |
| 9 | Vanguard Index FDS VALUE ETF | $48.7M | 248.5K | 2.7% | ▼−2.2% Reduced · −6K sh | |
| 10 | Apple Inc COM | $46.3M | 182.4K | 2.5% | ▲+8.7% Added · +15K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $36.0M | 55.2K | 2.0% | ▲+0.1% Added · +35 sh | |
| 12 | Microsoft Corp COM | $35.9M | 97.1K | 2.0% | ▼−1.1% Reduced · −1K sh | |
| 13 | Nvidia Corporation COM | $29.6M | 169.5K | 1.6% | ▲+14% Added · +21K sh | |
| 14 | Ishares Inc MSCI JAPAN ETF | $28.8M | 341.7K | 1.6% | ▲+4.6% Added · +15K sh | |
| 15 | SPDR Series Trust STATE STREET SPD | $27.2M | 1.09M | 1.5% | ▲+7.0% Added · +71K sh | |
| 16 | Ishares Inc MSCI WORLD ETF | $21.2M | 117.7K | 1.2% | ▼−3.8% Reduced · −5K sh | |
| 17 | Amazon Com Inc COM | $20.8M | 99.9K | 1.1% | ▲+25% Added · +20K sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $18.2M | 123.1K | 1.0% | —Held | |
| 19 | Alphabet Inc CAP STK CL A | $18.2M | 63.3K | 1.0% | ▲+30% Added · +15K sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $16.7M | 52.1K | 0.9% | ▼−7.5% Reduced · −4K sh | |
| 21 | Ishares TR CORE MSCI TOTAL | $15.5M | 178.5K | 0.8% | ▼−2.2% Reduced · −4K sh | |
| 22 | Alphabet Inc CAP STK CL C | $15.1M | 52.7K | 0.8% | ▲+8.1% Added · +4K sh | |
| 23 | Broadcom Inc COM | $13.3M | 42.9K | 0.7% | ▲+9.2% Added · +4K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $11.9M | 24.9K | 0.6% | ▲+11% Added · +2K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $11.3M | 25.9K | 0.6% | ▼−0.2% Reduced · −52 sh | |
| 26 | Costco Wholesale Corporation COM | $10.7M | 10.8K | 0.6% | ▲+6.3% Added · +644 sh | |
| 27 | JPMorgan Chase & Co COM | $10.5M | 35.7K | 0.6% | ▲+5.2% Added · +2K sh | |
| 28 | Invesco Exch Traded FD TR II SR LN ETF | $9.1M | 445.1K | 0.5% | ▲+8.6% Added · +35K sh | |
| 29 | Ishares TR PFD AND INCM SEC | $8.7M | 285.5K | 0.5% | ▲+8.8% Added · +23K sh | |
| 30 | Meta Platforms Inc CL A | $8.3M | 14.5K | 0.5% | ▲+11% Added · +1K sh | |
| 31 | Visa Inc COM CL A | $8.3M | 27.4K | 0.5% | ▲+6.1% Added · +2K sh | |
| 32 | Ishares TR 1 3 YR TREAS BD | $7.8M | 95.0K | 0.4% | ▼−13% Reduced · −15K sh | |
| 33 | Ishares TR INTL SEL DIV ETF | $7.7M | 182.0K | 0.4% | —Held | |
| 34 | Ishares TR 10-20 YR TRS ETF | $7.1M | 70.8K | 0.4% | ▲+8.2% Added · +5K sh | |
| 35 | Eli Lilly & Co COM | $6.9M | 7.5K | 0.4% | ▲+11% Added · +732 sh | |
| 36 | Ishares TR MSCI EAFE ETF | $6.8M | 69.7K | 0.4% | ▲+0.1% Added · +111 sh | |
| 37 | Tesla Inc COM | $6.5M | 17.4K | 0.4% | ▲+50% Added · +6K sh | |
| 38 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.5M | 85.2K | 0.3% | ▲+4.8% Added · +4K sh | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.4M | 15.9K | 0.3% | ▼−3.5% Reduced · −578 sh | |
| 40 | Exxon Mobil Corp COM | $5.3M | 31.5K | 0.3% | ▲+9.6% Added · +3K sh | |
| 41 | Johnson & Johnson COM | $5.0M | 20.3K | 0.3% | ▲+6.9% Added · +1K sh | |
| 42 | Merck & Co Inc COM | $4.6M | 37.6K | 0.2% | ▲+9.1% Added · +3K sh | |
| 43 | Abbvie Inc COM | $4.5M | 20.8K | 0.2% | ▲+2.0% Added · +412 sh | |
| 44 | Mastercard Incorporated CL A | $4.4M | 8.7K | 0.2% | ▲+11% Added · +866 sh | |
| 45 | Plains All Amern Pipeline L UNIT LTD PARTN | $4.3M | 192.8K | 0.2% | ▲New New position | |
| 46 | Home Depot Inc COM | $4.2M | 12.9K | 0.2% | ▼−5.1% Reduced · −687 sh | |
| 47 | Vanguard Whitehall FDS INTL HIGH ETF | $4.1M | 44.0K | 0.2% | —Held | |
| 48 | Wells Fargo & Co COM | $4.0M | 50.7K | 0.2% | ▲+4.3% Added · +2K sh | |
| 49 | SPDR Gold TR GOLD SHS | $4.0M | 9.3K | 0.2% | ▲+327% Added · +7K sh | |
| 50 | Sherwin Williams Co COM | $3.9M | 12.2K | 0.2% | ▲+0.4% Added · +46 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 ~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.