AW

ANGELES WEALTH MANAGEMENT, LLC

13F
ANGELES WEALTH MANAGEMENT, LLC
Last update 2025-05-07 366 Stocks (18 new)
Value $1.20 Bil Turnover 6 %
Countries:
Top Holdings: MGK(13.72%)VT(12.39%)SPYV(8.14%)VOO(6.11%)VXUS(6.07%)
Summary Stock Picks Current Portfolio
ANGELES WEALTH MANAGEMENT, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGK
Vanguard Mega Cap Growth ETF
534,450
165,080.8
+3.04%
13.720
+0.40%
0.770
+22.64%
+10.35%
25,934.0
 
VT
Vanguard Total World Stock ETF
1,286,338
149,150.9
+5.28%
12.390
+0.62%
0.370
+15.01%
+13.20%
46,483.3
 
SPYV
SPDR Portfolio S&P 500 Value ETF
1,917,743
97,939.1
+7.42%
8.140
+0.56%
0.380
+10.70%
+6.01%
27,370.2
 
VOO
Vanguard S&P 500 ETF
143,042
73,510.7
+2.55%
6.110
+0.15%
0.010
+16.66%
+9.16%
665,284.7
 
VXUS
Vanguard Total International Stock
1,177,329
73,112.1
+6.45%
6.070
+0.37%
0.090
+12.49%
+21.21%
94,012.6
 
SCHG
Schwab U.S. Large-Cap Growth ETF
2,665,995
66,756.5
+33.30%
5.550
+1.39%
0.180
+20.83%
+8.11%
45,925.9
 
VTV
Vanguard Value ETF
182,904
31,594.8
-1.24%
2.630
-0.03%
0.020
+9.92%
+7.80%
135,438.8
 
ARES
Ares Management Corp
214,054
31,382.5
+23.49%
2.610
+0.50%
0.100
+20.41%
+4.86%
39,967.9
Asset Management
VGK
Vanguard FTSE Europe ETF
444,409
31,202.0
+6.60%
2.590
+0.16%
0.150
+11.13%
+26.68%
25,925.0
 
AAPL
Apple Inc
133,146
29,575.7
+2.53%
2.460
+0.06%
0.000
+3.27%
-13.97%
3,209,858.4
Hardware

ANGELES WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

ANGELES WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-1.82%
●
104.71 ($106.35) 107.68
$103.42
-2.76%
Reduce -48.91%
216,609
-207,376
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+1.39%
●
24.91 ($27.39) 29.02
$30.07
9.78%
Add 33.3%
2,665,995
666,011
VT
Vanguard Total World Stock ETF
2025-03-31
Add
Add
+0.62%
●
115.08 ($119.66) 123.97
$131.92
10.25%
Add 5.28%
1,286,338
64,466
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.56%
●
49.78 ($51.86) 53.19
$53.76
3.66%
Add 7.42%
1,917,743
132,476
ARES
Ares Management Corp
2025-03-31
Add
Add
+0.50%
●
140.19 ($172.79) 198.22
$182.95
5.88%
Add 23.49%
214,054
40,711
MGK
Vanguard Mega Cap Growth ETF
2025-03-31
Add
Add
+0.40%
●
307.43 ($337.36) 357.48
$378.16
12.09%
Add 3.04%
534,450
15,775
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.37%
●
58.01 ($61.77) 64.46
$70.70
14.46%
Add 6.45%
1,177,329
71,329
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.33%
●
663000 ($729331) 801950
$728,348.00
-0.13%
New holding
5
5
CRI
Carter's Inc
2025-03-31
Add
Add
+0.16%
●
39.79 ($48.09) 55.09
$33.48
-30.37%
Add 686.16%
53,160
46,398
VGK
Vanguard FTSE Europe ETF
2025-03-31
Add
Add
+0.16%
●
63.07 ($68.94) 73.5
$78.92
14.48%
Add 6.6%
444,409
27,502

ANGELES WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

ANGELES WEALTH MANAGEMENT, LLC's Asset Allocation

To

ANGELES WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ANGELES WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

ANGELES WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ANGELES WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

ANGELES WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

ANGELES WEALTH MANAGEMENT, LLC News

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