StockDriftsStockDriftsTop 50 Angeles Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 11.53% | 2.87M | $252.3M | +0.48%(+13.64K) | $52.78(+71.48%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 10.87% | 1.52M | $237.8M | +2.88%(+42.42K) | $106.62(+50.72%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.73% | 1.72M | $147.1M | +4.72%(+77.53K) | $62.54(+40.93%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 6.42% | 2.31M | $140.5M | +5.14%(+113.07K) | $46.07(+37.64%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.26% | 167.4K | $115.0M | +1.91%(+3.13K) | $451.62(+57.81%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.83% | 778.7K | $83.8M | +1.45%(+11.15K) | $105.94(-0.19%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.75% | 2.43M | $82.1M | +2.80%(+66.11K) | $25.04(+42.23%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 3.31% | 817.3K | $72.4M | +4.73%(+36.89K) | $69.55(+32.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.56% | 193.6K | $56.0M | +6.16%(+11.24K) | $204.41(+49.40%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.48% | 248.9K | $54.3M | +0.19%(+482) | $151.95(+49.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.70% | +54.88% | — | — | +47.45% |
| Top 20 Holdings Unweighted | +15.65% | +54.68% | — | — | +47.24% |
Angeles Wealth Management LLC reports $2.19B in US-listed equity holdings across 628 positions in its most recent 13F filing. Its largest disclosed positions are MGK (11.5%), VT (10.9%) and VXUS (6.7%). The top 20 holdings account for 70.44% of reported assets. Its disclosed equity book has returned +54.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Angeles Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929170). View Angeles Wealth Management LLC’s 13F filings on SEC