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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) |
|---|---|---|---|---|---|
| AMERICAN TOWER CORP | COM | 03027X100 | — | 1,617 shares | $267,581 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 1,007 shares | $266,667 |
| IPG PHOTONICS CORP | COM | 44980X109 | — | 3,371 shares | $263,882 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 1,709 shares | $263,066 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 2,120 shares | $262,161 |
| EBAY INC. | COM | 278642103 | — | 2,455 shares | $260,375 |
| TARGET CORP | COM | 87612E106 | — | 1,653 shares | $259,009 |
| VERISIGN INC | COM | 92343E102 | — | 912 shares | $257,193 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,216 shares | $256,673 |
| TWILIO INC | CL A | 90138F102 | — | 877 shares | $256,487 |
| METLIFE INC | COM | 59156R108 | — | 2,662 shares | $250,654 |
| J P MORGAN EXCHANGE TRADED F | BETA EURO ET NE | 46641Q191 | — | 3,308 shares | $250,383 |
| ONEOK INC NEW | COM | 30609A109 | — | 2,933 shares | $250,116 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 | — | 1,257 shares | $249,766 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 5,117 shares | $248,767 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 22,407 shares | $247,597 |
| TOTALENERGIES SE | ACT | F92124100 | — | 2,888 shares | $247,481 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 10,701 shares | $246,872 |
| AZENTA INC | COM | 114340102 | — | 7,069 shares | $246,637 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 2,831 shares | $246,518 |
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | — | 10,855 shares | $245,432 |
| MKS INC. | COM | 55306N104 | — | 919 shares | $243,866 |
| DORMAN PRODS INC | COM | 258278100 | — | 1,971 shares | $241,645 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 2,576 shares | $237,121 |
| QUAKER HOUGHTON | COM | 747316107 | — | 1,499 shares | $236,482 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 1,421 shares | $236,284 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 4,299 shares | $235,843 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 4,189 shares | $235,506 |
| GARTNER INC | COM | 366651107 | — | 1,261 shares | $235,227 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 6,616 shares | $234,868 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 1,819 shares | $234,524 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 3,860 shares | $234,418 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 642 shares | $233,714 |
| CVS HEALTH CORP | COM | 126650100 | — | 2,707 shares | $231,963 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 1,200 shares | $231,900 |
| ATI INC | COM | 01741R102 | — | 1,217 shares | $230,500 |
| KROGER CO | COM | 501044101 | — | 3,932 shares | $230,494 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 40,938 shares | $230,481 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 645 shares | $229,407 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 3,553 shares | $226,539 |
| CRH PLC | ORD | G25508105 | — | 2,732 shares | $226,210 |
| ISHARES INC | MSCI AUSTRIA ETF | 464286202 | — | 5,310 shares | $225,994 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 858 shares | $225,963 |
| ICICI BK LTD | ADR | 45104G104 | — | 8,165 shares | $224,946 |
| SOUTHERN CO | COM | 842587107 | — | 2,712 shares | $224,798 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 1,416 shares | $223,756 |
| AUTOZONE INC | COM | 053332102 | — | 79 shares | $223,572 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 991 shares | $221,935 |
| COPA HOLDINGS SA | CL A | P31076105 | — | 1,673 shares | $220,585 |
| EXELON CORP | COM | 30161N101 | — | 5,439 shares | $219,736 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 8,954 shares | $219,283 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 8,039 shares | $218,126 |
| TERADYNE INC | COM | 880770102 | — | 542 shares | $217,293 |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | — | 3,948 shares | $216,725 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 3,532 shares | $216,370 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 496 shares | $215,924 |
| UNITED MARITIME CORPORATION | COM | Y92335101 | — | 77,052 shares | $215,746 |
| MAPLEBEAR INC | COM | 565394103 | — | 4,965 shares | $214,091 |
| AMETEK INC | COM | 031100100 | — | 858 shares | $212,552 |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | 824596100 | — | 2,731 shares | $212,117 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 1,245 shares | $210,778 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 883 shares | $210,573 |
| SEMPRA | COM | 816851109 | — | 2,646 shares | $208,011 |
| HEICO CORP NEW | COM | 422806109 | — | 685 shares | $207,678 |
| UNITED RENTALS INC | COM | 911363109 | — | 207 shares | $207,161 |
| INCYTE CORP | COM | 45337C102 | — | 1,694 shares | $205,567 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 1,352 shares | $205,545 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 1,121 shares | $205,255 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,284 shares | $204,967 |
| NATWEST GROUP PLC | SPONS ADR | 639057207 | — | 11,256 shares | $204,296 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 2,709 shares | $203,485 |
| AIRBNB INC | COM CL A | 009066101 | — | 1,257 shares | $201,937 |
| AUTODESK INC | COM | 052769106 | — | 962 shares | $201,058 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 1,092 shares | $200,131 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | — | 1,250 shares | $199,113 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 1,437 shares | $197,846 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 3,524 shares | $171,619 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 2,685 shares | $169,249 |
| EQUINOX GOLD CORP | COM | 29446Y502 | — | 14,194 shares | $157,695 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 1,751 shares | $156,978 |
| TARGET CORP | COM | 87612E106 | CALL | 1,000 shares | $156,690 |
| TARGET CORP | COM | 87612E106 | PUT | 1,000 shares | $156,690 |
| COMPASS INC | CL A | 20464U100 | — | 17,581 shares | $156,119 |
| FRANKLIN UNVL TR | SH BEN INT | 355145103 | — | 22,088 shares | $155,500 |
| NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | — | 2,874 shares | $152,811 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 1,910 shares | $151,157 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 | — | 2,711 shares | $150,596 |
| SWVL HOLDINGS CORP | CLASS A ORD NEW | G86302125 | — | 37,000 shares | $150,590 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 1,867 shares | $150,480 |
| DATA STORAGE CORP | COM NEW | 23786R201 | — | 43,100 shares | $149,126 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 381430438 | — | 1,600 shares | $148,928 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 4,420 shares | $148,910 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 3,775 shares | $148,886 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | — | 18,281 shares | $144,968 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 1,523 shares | $143,984 |
| NEOS ETF TRUST | RUSS 2000 HI ETF | 78433H634 | — | 2,815 shares | $137,851 |
| NOVANTA INC | UNIT 11/01/2028 | 67000B203 | — | 2,265 shares | $137,576 |
| PG&E CORP | COM | 69331C108 | — | 11,033 shares | $135,706 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 2,404 shares | $134,287 |
| NOVANTA INC | COM | 67000B104 | — | 934 shares | $132,805 |