Institutional Fund
Angeles Wealth Management, LLC
Santa Monica, CACIK 19291705 filings on record
Portfolio Value
$1.84B
Q1 2026
Holdings
524
Reported positions
New Buys
95
Opened this quarter
QoQ Change
+1.4%
from $1.81B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd11.4%
- Vanguard Intl Equity Index F11.1%
- Vanguard Star Fds6.9%
- Spdr Series Trust6.8%
- Vanguard Index Fds5.3%
- Ishares Tr4.4%
- Other54.1%
Portfolio Holdings
524 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 571.2K | $209.88M | 11.4% | −18.3K | Reduced |
| 2 | Vanguard Intl Equity Index F | 1.47M | $203.71M | 11.1% | +43.8K | Added |
| 3 | Vanguard Star Fds | 1.64M | $126.71M | 6.9% | +250.4K | Added |
| 4 | Spdr Series Trust | 2.20M | $124.36M | 6.8% | +125.4K | Added |
| 5 | Vanguard Index Fds | 164.3K | $98.16M | 5.3% | +1.6K | Added |
| 6 | Ishares Tr | 767.5K | $81.47M | 4.4% | +64.6K | Added |
| 7 | Schwab Strategic Tr | 2.36M | $68.74M | 3.7% | +22.9K | Added |
| 8 | Vanguard Intl Equity Index F | 780.4K | $64.33M | 3.5% | +43.0K | Added |
| 9 | Vanguard Index Fds | 248.5K | $48.75M | 2.7% | −5.7K | Reduced |
| 10 | Apple Inc | 182.4K | $46.28M | 2.5% | +14.5K | Added |
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