ANGELES WEALTH MANAGEMENT, LLC
CIK 1929170 · Holdings on Jun 30, 2026 · First reported Jul 28, 2026
Top ten holdings
Q2 2026- MGK11.53%
- VT10.87%
- VXUS6.73%
- SPYV6.42%
- VOO5.26%
- MUB3.83%
- SCHG3.75%
- VGK3.31%
- AAPL2.56%
- VTV2.48%
Share classes counted separately56.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUBWeight decreased · -0.60 pp4.43% → 3.83%Shares +11.15K (+1.45%)
- SPYVWeight decreased · -0.35 pp6.77% → 6.42%Shares +113.07K (+5.14%)
- VTWeight decreased · -0.21 pp11.08% → 10.87%Shares +42.42K (+2.88%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $252.28M | 11.53% | 2.87M shares | 11.42% → 11.53%+0.11 pp +2.30M (+402.39%) | Added | ▾ |
| 02 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $237.83M | 10.87% | 1.52M shares | 11.08% → 10.87%-0.21 pp +42.42K (+2.88%) | Added | ▾ |
| 03 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $147.12M | 6.73% | 1.72M shares | 6.89% → 6.73%-0.16 pp +77.53K (+4.72%) | Added | ▾ |
| 04 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $140.51M | 6.42% | 2.31M shares | 6.77% → 6.42%-0.35 pp +113.07K (+5.14%) | Added | ▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $114.99M | 5.26% | 167.41K shares | 5.34% → 5.26%-0.08 pp +3.13K (+1.91%) | Added | ▾ |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $83.80M | 3.83% | 778.69K shares | 4.43% → 3.83%-0.60 pp +11.15K (+1.45%) | Added | ▾ |
| 07 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $82.10M | 3.75% | 2.43M shares | 3.74% → 3.75%+0.01 pp +66.11K (+2.80%) | Added | ▾ |
| 08 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $72.37M | 3.31% | 817.27K shares | 3.50% → 3.31%-0.19 pp +36.89K (+4.73%) | Added | ▾ |
| 09 | AAPLAPPLE INC View history and evidence | $56.02M | 2.56% | 193.60K shares | 2.52% → 2.56%+0.04 pp +11.24K (+6.16%) | Added | ▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $54.25M | 2.48% | 248.95K shares | 2.65% → 2.48%-0.17 pp +482 (+0.19%) | Added | ▾ |
Options overlay 4
$2.60M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
RHRH View history and evidence | Put | 15.00K | $2.47M | +15.00K | ▾ |
LNGCHENIERE ENERGY INCCOM NEW View history and evidence | Call | 200 | $47.80K | +200 | ▾ |
LNGCHENIERE ENERGY INCCOM NEW View history and evidence | Put | 200 | $47.80K | +200 | ▾ |
3 / 4 options · preview only
Exited positions 29
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NBSD NEUBERGER SHORT DURATION INC | Non-derivative | -17,293 | -$876.93K | SEC filing ↗ | SEC filing ↗ |
| APA APA CORP | Non-derivative | -13,998 | -$594.08K | SEC filing ↗ | SEC filing ↗ |
| EXEL EXELIXIS INC | Non-derivative | -9,933 | -$426.03K | SEC filing ↗ | SEC filing ↗ |
3 / 29 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1929170 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2189913991
}Research all 632 reported holdings.
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