ANGELES WEALTH MANAGEMENT, LLC
CIK 1929170 · Holdings on Sep 30, 2026 · First reported Oct 26, 2026
Top ten holdings
Q3 2026- MGK11.89%
- VT10.94%
- VXUS6.72%
- SPYV6.54%
- VOO5.27%
- SCHG4.01%
- VGK3.27%
- SUB3.15%
- AAPL2.75%
- VTV2.36%
Share classes counted separately56.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SUBWeight increased · +3.01 pp0.14% → 3.15%Shares +654.50K (+2,277.01%)
- VGSHWeight increased · +1.81 pp0.00% → 1.81%Shares +710.80K (+56,057.10%)
- MSFTWeight increased · +0.52 pp1.76% → 2.28%Shares -2.03K (-1.97%)
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 25
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-UIMRNGSTR MEGA CAP View history and evidence | $269.90M | 11.89% | 2.91M shares | 11.53% → 11.89%+0.36 pp +43.35K (+1.51%) | Added | ↗▾ |
| 02 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $248.44M | 10.94% | 1.57M shares | 10.87% → 10.94%+0.07 pp +58.62K (+3.87%) | Added | ↗▾ |
| 03 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $152.43M | 6.72% | 1.79M shares | 6.73% → 6.72%-0.01 pp +73.22K (+4.26%) | Added | ↗▾ |
| 04 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $148.39M | 6.54% | 2.43M shares | 6.42% → 6.54%+0.12 pp +116.05K (+5.02%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $119.62M | 5.27% | 170.67K shares | 5.26% → 5.27%+0.01 pp +3.26K (+1.95%) | Added | ↗▾ |
| 06 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $91.03M | 4.01% | 2.53M shares | 3.75% → 4.01%+0.26 pp +107.41K (+4.43%) | Added | ↗▾ |
| 07 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $74.20M | 3.27% | 854.81K shares | 3.31% → 3.27%-0.04 pp +37.54K (+4.59%) | Added | ↗▾ |
| 08 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $71.43M | 3.15% | 683.25K shares | 0.14% → 3.15%+3.01 pp +654.50K (+2,277.01%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $62.52M | 2.75% | 187.73K shares | 2.56% → 2.75%+0.19 pp -5.87K (-3.03%) | Reduced | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIMRNGSTR VAL ETF View history and evidence | $53.54M | 2.36% | 247.79K shares | 2.48% → 2.36%-0.12 pp -1.16K (-0.47%) | Reduced | ↗▾ |
Options overlay 5
$1.37M 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 | |
|---|---|---|---|---|---|
MARMARRIOTT INTERNATIONAL -CL ACL A View history and evidence | Put | 2.00K | $711.34K | +2.00K | ▾ |
HLTHILTON WORLDWIDE HOLDINGS IN View history and evidence | Put | 1.00K | $318.12K | +1.00K | ▾ |
TGTTARGET CORP View history and evidence | Call | 1.00K | $156.69K | +1.00K | ▾ |
3 / 5 options · preview only
Exited positions 72
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -31,610 | -$4.32M | SEC filing ↗ | SEC filing ↗ |
| RH RH | Put | -15,000 | -$2.47M | SEC filing ↗ | SEC filing ↗ |
| PSA PUBLIC STORAGE | Non-derivative | -2,828 | -$900.18K | SEC filing ↗ | SEC filing ↗ |
3 / 72 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 Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 26, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2271342486
}Research all 599 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.