ANGELES WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001929170 · SANTA MONICA, CA
As of Sep 30, 2025, ANGELES WEALTH MANAGEMENT, LLC reported 408 positions worth
CIK 0001929170 · SANTA MONICA, CA
As of Sep 30, 2025, ANGELES WEALTH MANAGEMENT, LLC reported 408 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD WORLD FUND | MGK | — | 578,678 | $232.9M | 14.68% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 1,353,628 | 86.5M | 11.76% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 1,886,026 | 04.4M | 6.58% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 1,286,740 | $94.5M | 5.96% |
| VANGUARD 500 INDEX FUND | VOO | — | 139,526 | $85.4M | 5.39% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 666,498 | $71.0M | 4.48% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 2,179,648 | $69.6M | 4.39% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 698,721 | $55.8M | 3.52% |
| VANGUARD VALUE INDEX FUND | VTV | — | 266,325 | $49.7M | 3.13% |
| MICROSOFT CORP | MSFT | Technology | 89,128 | $46.2M | 2.91% |
| APPLE INC | AAPL | Technology | 148,598 | $37.8M | 2.39% |
| ARES MANAGEMENT CORP | ARES | Financial Services | 213,393 | $34.1M | 2.15% |
| SPDR S&P 500 ETF TRUST | SPY | — | 46,529 | $31.0M | 1.95% |
| NVIDIA CORP | NVDA | Technology | 140,212 | $26.2M | 1.65% |
| ISHARES MSCI JAPAN ETF | EWJ | — | 307,757 | $24.7M | 1.56% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 905,152 | $23.2M | 1.46% |
| ISHARES INC | URTH | — | 119,030 | $21.6M | 1.36% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 54,594 | 7.9M | 1.13% |
| AMAZON.COM INC | AMZN | Equity | 68,796 | 5.1M | 0.95% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 182,862 | 5.1M | 0.95% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 26,227 | 2.6M | 0.79% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 22,080 | 1.1M | 0.70% |
| ALPHABET INC | GOOG | Equity | 41,222 | 0.0M | 0.63% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 10,412 | $9.6M | 0.61% |
| ALPHABET INC | GOOGL | Equity | 39,196 | $9.5M | 0.60% |