1y return+16.5%S&P 500 +20.9%
3y return+53.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $146 against $165 in the S&P 500.2
Angeles Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MGKVanguard World Fd | $252.3M | 11.5% | |
| VTVanguard Intl Equity Index F | $237.8M | 10.9% | +2.9% |
| VXUSVanguard Star Fds | $147.1M | 6.7% | +4.7% |
| SPYVSpdr Series Trust | $140.5M | 6.4% | +5.1% |
| VOOVanguard Index Fds | $115.0M | 5.3% | +1.9% |
| MUBIshares Tr | $83.8M | 3.8% | +1.5% |
| SCHGSchwab Strategic Tr | $82.1M | 3.8% | +2.8% |
| VGKVanguard Intl Equity Index F | $72.4M | 3.3% | +4.7% |
| AAPLApple Inc | $56.0M | 2.6% | +6.2% |
| VTVVanguard Index Fds | $54.3M | 2.5% | |
| SPYState Str Spdr S&p 500 Etf T | $47.2M | 2.2% | +997.8% |
| MSFTMicrosoft Corp | $38.4M | 1.8% | +6.2% |
| NVDANvidia Corporation | $35.4M | 1.6% | +4.4% |
| EWJIshares Inc | $33.6M | 1.5% | +5.6% |
| AMZNAmazon Com Inc | $28.2M | 1.3% | +18.7% |
| SJNKSpdr Series Trust | $27.7M | 1.3% | +1.7% |
| GOOGLAlphabet Inc | $25.9M | 1.2% | +14.6% |
| URTHIshares Inc | $22.8M | 1.0% | −4.4% |
| GOOGAlphabet Inc | $20.5M | 0.9% | +10.3% |
| VYMVanguard Whitehall Fds | $19.4M | 0.9% | |
| VTIVanguard Index Fds | $19.4M | 0.9% | |
| IXUSIshares Tr | $17.0M | 0.8% | |
| AVGOBroadcom Inc | $17.0M | 0.8% | +4.8% |
| VUGVanguard Index Fds | $13.5M | 0.6% | |
| BRK/BBerkshire Hathaway Inc Del | $13.4M | 0.6% | +7.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $35.4M |
| TSMTaiwan Semiconductor Manufac | September 30, 2022 | +596.6% | $7.8M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $17.0M |
| LLYEli Lilly & Co | March 31, 2022 | +318.8% | $9.5M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $25.9M |
| METAMeta Platforms Inc | March 31, 2022 | +153.3% | $7.4M |
| GOOGAlphabet Inc | March 31, 2022 | +153.0% | $20.5M |
| JPMJpmorgan Chase & Co | March 31, 2022 | +140.1% | $12.5M |
| URTHIshares Inc | June 30, 2022 | +89.6% | $22.8M |
| MGKVanguard World Fd | March 31, 2022 | +86.7% | $252.3M |
Sold off last quarter
- NBSDNeuberger Berman Etf Trust was $877K
- Honeywell Intl IncCUSIP 438516106 was $674K
- APAApa Corporation was $594K
- EXELExelixis Inc was $426K
- BALLBall Corp was $418K
- ZTSZoetis Inc was $359K
- WGOWinnebago Inds Inc was $330K
- TSCOTractor Supply Co was $325K
- CMCSAComcast Corp New was $293K
- KTOSKratos Defense & Sec Solutio was $284K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Angeles Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1929170&type=13F-HR&dateb=&owner=include&count=40CIK 1929170
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1929170/000139834426012905/Filed July 28, 2026 · accession 0001398344-26-012905