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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) |
|---|---|---|---|---|---|
| REPUBLIC SVCS INC | COM | 760759100 | — | 8,311 shares | $1,744,230 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,909 shares | $1,718,751 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 16,098 shares | $1,717,796 |
| COCA COLA CO | COM | 191216100 | — | 19,643 shares | $1,701,195 |
| DANAHER CORP DEL | COM | 235851102 | — | 7,557 shares | $1,677,276 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 11,503 shares | $1,671,156 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 8,774 shares | $1,641,177 |
| TEXAS INSTRS INC | COM | 882508104 | — | 5,819 shares | $1,629,844 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 871 shares | $1,577,965 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 13,885 shares | $1,562,063 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 18,593 shares | $1,509,023 |
| MCDONALDS CORP | COM | 580135101 | — | 6,399 shares | $1,477,680 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 28,563 shares | $1,458,141 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 7,745 shares | $1,456,680 |
| PHILLIPS 66 | COM | 718546104 | — | 5,705 shares | $1,456,544 |
| AVEPOINT INC | COM CL A | 053604104 | — | 103,086 shares | $1,451,451 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 9,562 shares | $1,442,572 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 6,092 shares | $1,421,316 |
| FORD MTR CO | COM | 345370860 | — | 117,615 shares | $1,418,434 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 3,488 shares | $1,418,325 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 14,527 shares | $1,407,376 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 22,581 shares | $1,388,727 |
| BLACKROCK INC | COM | 09290D101 | — | 1,310 shares | $1,386,360 |
| CUMMINS INC | COM | 231021106 | — | 2,679 shares | $1,383,891 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 3,764 shares | $1,381,689 |
| BLACKSTONE INC | COM | 09260D107 | — | 12,307 shares | $1,379,492 |
| CATERPILLAR INC | COM | 149123101 | — | 1,686 shares | $1,367,021 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 17,006 shares | $1,328,169 |
| ORACLE CORP | COM | 68389X105 | — | 9,618 shares | $1,320,607 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 10,498 shares | $1,313,825 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 20,995 shares | $1,310,088 |
| LINDE PLC | SHS | G54950103 | — | 2,704 shares | $1,283,454 |
| EVOLUS INC | COM | 30052C107 | — | 157,500 shares | $1,260,000 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 13,983 shares | $1,251,199 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 12,628 shares | $1,248,061 |
| EVERCORE INC | CLASS A | 29977A105 | — | 4,826 shares | $1,242,695 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 2,909 shares | $1,241,387 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 12,448 shares | $1,216,668 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 6,444 shares | $1,181,636 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 5,068 shares | $1,173,343 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,285 shares | $1,163,636 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 11,550 shares | $1,162,854 |
| POLARIS INC | COM | 731068102 | — | 22,137 shares | $1,154,445 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 21,185 shares | $1,131,275 |
| DISNEY WALT CO | COM | 254687106 | — | 10,663 shares | $1,118,527 |
| CORNING INC | COM | 219350105 | — | 7,176 shares | $1,103,382 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 2,455 shares | $1,097,772 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 2,821 shares | $1,093,322 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 7,816 shares | $1,063,289 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 14,000 shares | $1,060,360 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 1,079 shares | $1,030,898 |
| EVERUS CONSTR GROUP | COM | 300426103 | — | 8,621 shares | $1,013,140 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 6,206 shares | $1,011,019 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 11,450 shares | $1,005,310 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 4,926 shares | $1,004,510 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 | — | 29,074 shares | $1,003,053 |
| DOORDASH INC | CL A | 25809K105 | — | 5,377 shares | $986,948 |
| WILLIAMS COS INC | COM | 969457100 | — | 14,333 shares | $974,235 |
| THE REALREAL INC | COM | 88339P101 | — | 109,215 shares | $965,461 |
| PROGRESSIVE CORP | COM | 743315103 | — | 4,559 shares | $945,126 |
| ADOBE INC | COM | 00724F101 | — | 3,907 shares | $937,446 |
| SANDISK CORP | COM | 80004C200 | — | 537 shares | $934,321 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 12,827 shares | $931,753 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 26,120 shares | $930,133 |
| MARATHON PETE CORP | COM | 56585A102 | — | 2,339 shares | $924,887 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,183 shares | $919,967 |
| CITIGROUP INC | COM NEW | 172967424 | — | 7,103 shares | $919,696 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 3,991 shares | $911,065 |
| ZIONS BANCORPORATION NATL AS | COM | 989701107 | — | 14,514 shares | $909,320 |
| AMGEN INC | COM | 031162100 | — | 2,154 shares | $908,068 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 13,040 shares | $893,370 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 7,257 shares | $893,229 |
| DEERE & CO | COM | 244199105 | — | 1,323 shares | $890,604 |
| CHUBB LIMITED | COM | H1467J104 | — | 2,717 shares | $886,461 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 4,341 shares | $883,784 |
| VIPER ENERGY INC | CL A | 64361Q101 | — | 22,016 shares | $878,218 |
| REVVITY INC | COM | 714046109 | — | 5,726 shares | $875,448 |
| TCW ETF TRUST | DURABLE GROWTH | 29287L601 | — | 28,350 shares | $875,014 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 1,658 shares | $866,819 |
| FLEXSHARES TR | NRTRN TR MRN GBL | 33939L407 | — | 16,413 shares | $865,622 |
| KLA CORP | COM NEW | 482480100 | — | 4,398 shares | $857,302 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 | — | 46,788 shares | $852,477 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 10,866 shares | $852,076 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 3,207 shares | $847,321 |
| ALPHABET INC | DEP SHS RP1/20 A | 02079K404 | — | 17,147 shares | $841,575 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 7,168 shares | $817,224 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 4,763 shares | $795,326 |
| COUPANG INC | CL A | 22266T109 | — | 56,955 shares | $789,966 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 8,530 shares | $786,210 |
| WORKDAY INC | CL A | 98138H101 | — | 4,040 shares | $769,458 |
| ECOLAB INC | COM | 278865100 | — | 2,773 shares | $763,421 |
| SAP SE | SPON ADR | 803054204 | — | 3,659 shares | $762,828 |
| AMPLIFY ETF TR | JR SILV MINE ETF | 032108649 | — | 27,928 shares | $761,876 |
| 3M CO | COM | 88579Y101 | — | 4,518 shares | $741,630 |
| WW GRAINGER INC | COM | 384802104 | — | 583 shares | $726,058 |
| WELLTOWER INC | COM | 95040Q104 | — | 3,149 shares | $725,108 |
| IDEXX LABS INC | COM | 45168D104 | — | 1,388 shares | $724,800 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 10,437 shares | $714,304 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 2,107 shares | $711,808 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | PUT | 2,000 shares | $711,340 |