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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) |
|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 1,321 shares | $710,538 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 5,505 shares | $705,135 |
| ROBLOX CORP | CL A | 771049103 | — | 16,559 shares | $701,605 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 16,046 shares | $700,408 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 1,147 shares | $698,523 |
| AT&T INC | COM | 00206R102 | — | 28,492 shares | $695,205 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 2,623 shares | $681,350 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 4,558 shares | $679,370 |
| VISTRA CORP | COM | 92840M102 | — | 4,910 shares | $679,299 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 4,671 shares | $675,562 |
| ADVISORSHARES TR | PURE CANNABIS | 00768Y495 | — | 231,707 shares | $675,426 |
| DAILY JOURNAL CORP | COM | 233912104 | — | 1,044 shares | $674,654 |
| FORTINET INC | COM | 34959E109 | — | 3,760 shares | $672,138 |
| LOWES COS INC | COM | 548661107 | — | 3,637 shares | $670,263 |
| NCINO INC | COM | 63947X101 | — | 36,010 shares | $652,861 |
| STARBUCKS CORP | COM | 855244109 | — | 6,942 shares | $652,270 |
| ISHARES INC | MSCI JAPN SMCETF | 464286582 | — | 651,197 shares | $651,197 |
| TOAST INC | CL A | 888787108 | — | 22,295 shares | $646,332 |
| MDU RES GROUP INC | COM | 552690109 | — | 34,281 shares | $640,540 |
| SHELL PLC | SPON ADS | 780259305 | — | 6,728 shares | $639,496 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,878 shares | $637,694 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 4,183 shares | $636,109 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,235 shares | $635,905 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 16,765 shares | $635,577 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 1,291 shares | $629,208 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 4,220 shares | $628,984 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 5,656 shares | $627,533 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 2,464 shares | $625,905 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 4,220 shares | $625,826 |
| SAFEHOLD INC | COM | 78646V107 | — | 51,252 shares | $612,308 |
| MCKESSON CORP | COM | 58155Q103 | — | 712 shares | $608,546 |
| COMMVAULT SYS INC | COM | 204166102 | — | 4,020 shares | $602,678 |
| THE CIGNA GROUP | COM | 125523100 | — | 2,201 shares | $598,219 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 5,130 shares | $595,353 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 12,955 shares | $594,246 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 1,918 shares | $590,955 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 4,127 shares | $588,451 |
| RBC BEARINGS INC | COM | 75524B104 | — | 1,169 shares | $583,600 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 17,832 shares | $580,075 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 3,600 shares | $577,332 |
| MEDPACE HLDGS INC | COM | 58506Q109 | — | 922 shares | $575,494 |
| GAP INC | COM | 364760108 | — | 25,098 shares | $573,238 |
| CARETRUST REIT INC | COM | 14174T107 | — | 15,033 shares | $555,770 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 18,295 shares | $551,594 |
| CME GROUP INC | COM | 12572Q105 | — | 2,103 shares | $550,944 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 9,305 shares | $542,854 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 12,900 shares | $536,898 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 2,323 shares | $536,683 |
| COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | — | 61,654 shares | $535,773 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | — | 107,204 shares | $534,948 |
| REPLIGEN CORP | COM | 759916109 | — | 2,780 shares | $534,399 |
| FIRST SOLAR INC | COM | 336433107 | — | 3,043 shares | $533,012 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 6,236 shares | $532,617 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 1,167 shares | $530,187 |
| EMERSON ELEC CO | COM | 291011104 | — | 3,396 shares | $526,652 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 2,314 shares | $514,310 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 9,900 shares | $512,424 |
| REDDIT INC | CL A | 75734B100 | — | 3,562 shares | $507,371 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 4,025 shares | $505,828 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 9,176 shares | $503,762 |
| ANTERO RESOURCES CORP | COM | 03674X106 | — | 15,032 shares | $501,918 |
| ORACLE CORP | 6.5 DEP CUM SR D | 68389X204 | — | 11,500 shares | $501,745 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 5,017 shares | $496,783 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 9,731 shares | $496,281 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,779 shares | $491,484 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 1,138 shares | $491,229 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 | — | 17,000 shares | $490,450 |
| PROTO LABS INC | COM | 743713109 | — | 5,135 shares | $487,055 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 8,838 shares | $486,109 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 2,880 shares | $485,050 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 6,909 shares | $483,606 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 11,478 shares | $481,043 |
| FLEXSHARES TR | NORTHERN TR MOR | 33939L100 | — | 1,724 shares | $478,022 |
| EOG RES INC | COM | 26875P101 | — | 3,451 shares | $475,410 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 1,494 shares | $475,271 |
| COMFORT SYS USA INC | COM | 199908104 | — | 287 shares | $474,724 |
| US BANCORP | COM NEW | 902973304 | — | 8,131 shares | $474,037 |
| FEDEX CORP | COM | 31428X106 | — | 1,607 shares | $460,116 |
| PROLOGIS INC. | COM | 74340W103 | — | 3,483 shares | $452,281 |
| DATADOG INC | CL A COM | 23804L103 | — | 1,644 shares | $450,209 |
| FLEXSHARES TR | NRTHRN TR MRNGST | 33939L803 | — | 4,442 shares | $448,769 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 2,532 shares | $444,442 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 43,075 shares | $436,781 |
| CSX CORP | COM | 126408103 | — | 9,391 shares | $436,775 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,322 shares | $436,505 |
| GLOBUS MED INC | CL A | 379577208 | — | 5,809 shares | $435,094 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 15,557 shares | $433,574 |
| STATE STR CORP | COM | 857477103 | — | 2,478 shares | $432,634 |
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | — | 8,570 shares | $432,099 |
| VANECK ETF TRUST | STEEL ETF | 92189F205 | — | 4,217 shares | $431,244 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 3,952 shares | $430,136 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 5,507 shares | $426,332 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 780 shares | $426,013 |
| PAN AMERN SILVER CORP | COM | 697900108 | — | 9,327 shares | $424,472 |
| BOEING CO | COM | 097023105 | — | 2,281 shares | $424,380 |
| PFIZER INC | COM | 717081103 | — | 14,841 shares | $423,255 |
| FIGMA INC | CLASS A COM STK | 316841105 | — | 20,000 shares | $420,400 |
| ALLSTATE CORP | COM | 020002101 | — | 1,864 shares | $415,579 |
| INTUIT | COM | 461202103 | — | 1,503 shares | $414,414 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 2,368 shares | $411,653 |