ANGELES WEALTH MANAGEMENT, LLC
Long book
$1.84B
Q1 2026
Positions
524
Top-10 weight
58%
concentration
Last quarter
+12.4%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsANGELES WEALTH MANAGEMENT, LLC is a wealth-management firm allocating client money, running a $1.84B US long book across 524 positions.
The portfolio is concentrated: the top 10 names carry 58% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD MEGA CAP GROWTH ETF, VANGUARD TOT WORLD STK ETF, VANGUARD TOTAL INTL STOCK, SS SPDR P S&P 500 VALUE ETF, VANGUARD S&P 500 ETF.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.3%
Q2 2024
+5.6%
Q3 2024
+0.9%
Q4 2024
-3.3%
Q1 2025
+10.9%
Q2 2025
+7.1%
Q3 2025
+2.6%
Q4 2025
-3.8%
Q1 2026
+12.4%
Sector allocation
Technology 42%
Consumer discretionary 11%
Financials 11%
Industrials 10%
Healthcare 8%
Services media 5%
Energy 4%
Other 3%
Long book by quarter
What does ANGELES WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 182.4K | $46.3M | 2.5% | +8.7% |
| MSFT MICROSOFT CORP | Technology | 97.1K | $35.9M | 2.0% | -1.1% |
| NVDA NVIDIA CORP | Technology | 169.5K | $29.6M | 1.6% | +13.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 99.9K | $20.8M | 1.1% | +25.2% |
| GOOGL ALPHABET INC-CL A | Technology | 63.3K | $18.2M | 1.0% | +30.0% |
| GOOG ALPHABET INC-CL C | Technology | 52.7K | $15.1M | 0.8% | +8.1% |
| AVGO BROADCOM INC | Technology | 42.9K | $13.3M | 0.7% | +9.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 24.9K | $11.9M | 0.6% | +10.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 10.8K | $10.7M | 0.6% | +6.4% |
| JPM JPMORGAN CHASE & CO | Financials | 35.7K | $10.5M | 0.6% | +5.2% |
| META META PLATFORMS INC-CLASS A | Technology | 14.5K | $8.3M | 0.5% | +11.3% |
| V VISA INC-CLASS A SHARES | Services media | 27.4K | $8.3M | 0.5% | +6.1% |
| LLY ELI LILLY & CO | Healthcare | 7.5K | $6.9M | 0.4% | +10.9% |
| TSLA TESLA INC | Industrials | 17.4K | $6.5M | 0.4% | +50.3% |
| XOM EXXON MOBIL CORP | Energy | 31.5K | $5.3M | 0.3% | +9.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 20.3K | $5.0M | 0.3% | +6.9% |
| MRK MERCK & CO. INC. | Healthcare | 37.6K | $4.6M | 0.2% | +9.1% |
| ABBV ABBVIE INC | Healthcare | 20.8K | $4.5M | 0.2% | +2.0% |
| MA MASTERCARD INC - A | Services media | 8.7K | $4.4M | 0.2% | +11.0% |
| PAA PLAINS ALL AMER PIPELINE LP | Energy | 192.8K | $4.3M | 0.2% | New |
| HD HOME DEPOT INC | Consumer discretionary | 12.9K | $4.2M | 0.2% | -5.1% |
| WFC WELLS FARGO & CO | Financials | 50.7K | $4.0M | 0.2% | +4.4% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 12.2K | $3.9M | 0.2% | +0.4% |
| GE GENERAL ELECTRIC | Industrials | 13.2K | $3.8M | 0.2% | +12.7% |
| PWR QUANTA SERVICES INC | Industrials | 6.8K | $3.7M | 0.2% | -1.1% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 5 | $3.6M | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 15.8K | $3.3M | 0.2% | +20.6% |
| WMT WALMART INC | Consumer discretionary | 24.7K | $3.1M | 0.2% | +13.4% |
| PEP PEPSICO INC | Consumer staples | 19.4K | $3.0M | 0.2% | +2.7% |
| GEV GE VERNOVA INC | Industrials | 3.4K | $3.0M | 0.2% | +7.5% |
| NFLX NETFLIX INC | Services media | 28.9K | $2.8M | 0.2% | +8.6% |
| CTAS CINTAS CORP | Other | 16.4K | $2.8M | 0.2% | +1.5% |
| RTX RTX CORP | Industrials | 13.8K | $2.7M | 0.1% | +8.6% |
| MU MICRON TECHNOLOGY INC | Technology | 7.3K | $2.5M | 0.1% | +13.7% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 4.9K | $2.4M | 0.1% | +0.8% |
| CL COLGATE-PALMOLIVE CO | Other | 27.8K | $2.4M | 0.1% | +6.4% |
| CSCO CISCO SYSTEMS INC | Technology | 29.5K | $2.3M | 0.1% | +12.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 14.2K | $2.3M | 0.1% | +5.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 7.3K | $2.3M | 0.1% | +4.6% |
| BAC BANK OF AMERICA CORP | Financials | 45.8K | $2.2M | 0.1% | +4.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 4.8K | $2.2M | 0.1% | +3.0% |
| LRCX LAM RESEARCH CORP | Industrials | 10.2K | $2.2M | 0.1% | +24.7% |
| UNP UNION PACIFIC CORP | Industrials | 8.8K | $2.1M | 0.1% | +3.0% |
| WHR WHIRLPOOL CORP | Industrials | 38.7K | $2.1M | 0.1% | +196.9% |
| FOXF FOX FACTORY HOLDING CORP | Industrials | 120.3K | $2.0M | 0.1% | +27.1% |
| QCOM QUALCOMM INC | Technology | 14.7K | $1.9M | 0.1% | +25.5% |
| ETN EATON CORP PLC | Industrials | 5.2K | $1.9M | 0.1% | +16.1% |
| AVPT AVEPOINT INC | Technology | 187.5K | $1.8M | 0.1% | New |
| MCO MOODY'S CORP | Services media | 4.0K | $1.7M | 0.1% | -0.7% |
| AMAT APPLIED MATERIALS INC | Technology | 4.7K | $1.6M | 0.1% | -1.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 524 | $1.84B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 465 | $1.81B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 408 | $1.63B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 429 | $1.46B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 367 | $1.20B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 369 | $1.21B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 29, 2024 | 328 | $1.16B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 7, 2024 | 305 | $1.07B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 296 | $999.7M | canonical | SEC ↗ |