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ANGELES WEALTH MANAGEMENT, LLC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,271,342,486
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD WORLD FD · MRNGSTR MEGA CAP · 921910816 · shares: $269,899,216
- VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF · 922042742 · shares: $248,444,634
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $152,432,826
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $148,391,925
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $119,623,190
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $91,027,842
- VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF · 922042874 · shares: $74,203,684
- ISHARES TR · SHRT NAT MUN ETF · 464288158 · shares: $71,426,750
- APPLE INC · COM · 037833100 · shares: $62,517,440
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $53,542,434
Reported holdings
599 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 2,912,914 shares | $269,899,216 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 1,573,786 shares | $248,444,634 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 1,794,001 shares | $152,432,826 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 2,427,158 shares | $148,391,925 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 170,667 shares | $119,623,190 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 2,533,255 shares | $91,027,842 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 854,809 shares | $74,203,684 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 683,248 shares | $71,426,750 |
| APPLE INC | COM | 037833100 | — | 187,728 shares | $62,517,440 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 247,790 shares | $53,542,434 |
| MICROSOFT CORP | COM | 594918104 | — | 101,025 shares | $51,815,614 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 498,621 shares | $48,315,427 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 712,072 shares | $40,986,816 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 173,785 shares | $39,731,085 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 374,300 shares | $36,482,052 |
| AMAZON COM INC | COM | 023135106 | — | 112,419 shares | $28,009,194 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 1,102,292 shares | $26,730,637 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 68,644 shares | $23,618,934 |
| ISHARES INC | MSCI WORLD ETF | 464286392 | — | 112,537 shares | $23,208,506 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 57,799 shares | $19,694,561 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 51,363 shares | $19,222,182 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 122,945 shares | $19,080,992 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 178,523 shares | $16,957,900 |
| BROADCOM INC | COM | 11135F101 | — | 43,620 shares | $15,318,908 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 155,516 shares | $14,013,547 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 26,089 shares | $12,991,018 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 36,837 shares | $12,186,883 |
| VISA INC | COM CL A | 92826C839 | — | 31,048 shares | $11,156,549 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 102,662 shares | $10,665,555 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 104,905 shares | $10,605,889 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 11,211 shares | $10,205,476 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | — | 461,095 shares | $9,420,183 |
| META PLATFORMS INC | CL A | 30303M102 | — | 12,975 shares | $9,409,122 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 8,552 shares | $9,108,991 |
| ELI LILLY & CO | COM | 532457108 | — | 7,768 shares | $8,988,197 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 299,021 shares | $8,821,123 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 182,000 shares | $7,678,580 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 92,565 shares | $7,516,249 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 16,207 shares | $7,410,677 |
| TESLA INC | COM | 88160R101 | — | 18,779 shares | $6,662,977 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 92,120 shares | $6,504,623 |
| ABBVIE INC | COM | 00287Y109 | — | 23,274 shares | $6,088,337 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 20,304 shares | $5,375,184 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 13,507 shares | $5,144,006 |
| MERCK & CO INC | COM | 58933Y105 | — | 34,669 shares | $5,067,454 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 9,166 shares | $5,054,524 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 29,297 shares | $4,767,839 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | — | 197,034 shares | $4,673,646 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 7,496 shares | $4,585,753 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 44,000 shares | $4,449,720 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 12,735 shares | $4,116,843 |
| QUANTA SVCS INC | COM | 74762E102 | — | 6,407 shares | $4,116,562 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 5,528 shares | $4,093,323 |
| WELLS FARGO & CO | COM | 949746101 | — | 49,280 shares | $3,944,864 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 65,362 shares | $3,876,591 |
| GE AEROSPACE | COM NEW | 369604301 | — | 12,269 shares | $3,831,617 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 26,324 shares | $3,744,852 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 5 shares | $3,735,025 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 5,257 shares | $3,551,219 |
| HOME DEPOT INC | COM | 437076102 | — | 12,110 shares | $3,445,174 |
| CINTAS CORP | COM | 172908105 | — | 17,333 shares | $3,380,975 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 26,302 shares | $3,294,530 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 30,400 shares | $3,269,216 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 9,922 shares | $3,262,735 |
| CISCO SYS INC | COM | 17275R102 | — | 30,144 shares | $3,244,399 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 108,817 shares | $3,189,425 |
| GE VERNOVA INC | COM | 36828A101 | — | 3,344 shares | $3,178,441 |
| CHEVRON CORPORATION | COM | 166764100 | — | 15,007 shares | $3,064,579 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | — | 43,409 shares | $3,036,874 |
| AMPHENOL CORP | CL A | 032095101 | — | 33,198 shares | $2,802,724 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,498 shares | $2,679,010 |
| QUALCOMM INC | COM | 747525103 | — | 14,521 shares | $2,672,456 |
| INTEL CORP | COM | 458140100 | — | 22,099 shares | $2,657,003 |
| UNION PAC CORP | COM | 907818108 | — | 9,557 shares | $2,600,746 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 6,503 shares | $2,583,707 |
| EATON CORP PLC | SHS | G29183103 | — | 5,837 shares | $2,508,217 |
| RTX CORPORATION | COM | 75513E101 | — | 13,266 shares | $2,462,826 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 8,846 shares | $2,458,215 |
| WALMART INC | COM | 931142103 | — | 23,139 shares | $2,404,605 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 2,604 shares | $2,403,697 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 28,060 shares | $2,394,108 |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | — | 92,056 shares | $2,384,250 |
| BANK OF AMER CORP | COM | 060505104 | — | 43,284 shares | $2,355,960 |
| SERVICENOW INC | COM | 81762P102 | — | 17,471 shares | $2,341,289 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 84,160 shares | $2,311,875 |
| APPLIED MATLS INC | COM | 038222105 | — | 4,421 shares | $2,260,811 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 9,024 shares | $2,237,320 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 70,728 shares | $2,225,810 |
| FOX FACTORY HLDG CORP | COM | 35138V102 | — | 120,088 shares | $2,206,017 |
| PEPSICO INC | COM | 713448108 | — | 17,211 shares | $2,180,978 |
| WHIRLPOOL CORP | COM | 963320106 | — | 65,110 shares | $1,997,575 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 6,499 shares | $1,976,346 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 7,198 shares | $1,905,671 |
| SALESFORCE INC | COM | 79466L302 | — | 8,181 shares | $1,881,677 |
| TJX COS INC NEW | COM | 872540109 | — | 13,868 shares | $1,834,875 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 25,292 shares | $1,819,761 |
| NETFLIX INC. | COM | 64110L106 | — | 25,585 shares | $1,780,204 |
| ANALOG DEVICES INC | COM | 032654105 | — | 4,416 shares | $1,751,871 |
| MOODYS CORP | COM | 615369105 | — | 3,856 shares | $1,751,125 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 9,150 shares | $1,746,008 |