StockDrifts LogoStockDrifts

Angeles Wealth Management, Llc

Portfolio Manager
Angeles Wealth Management, Llc
Performance
-4.58% (2026 Q1)
AUM (13F)
$1.84B
# of Holdings
524
Performance Rank
Allocation (Top 20)
72.08%

Angeles Wealth Management, Llc Holdings Map

Top 50 Angeles Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MGK
VANGUARD WORLD FD
11.42%571.2K$209.9M
-3.10%(-18.27K)
2025-Q1: 534.5K shares2025-Q2: 575.4K shares2025-Q3: 578.7K shares2025-Q4: 589.5K shares2026-Q1: 571.2K shares
$52.66(+65.22%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
11.08%1.47M$203.7M
+3.07%(+43.81K)
2025-Q1: 1.29M shares2025-Q2: 1.32M shares2025-Q3: 1.35M shares2025-Q4: 1.43M shares2026-Q1: 1.47M shares
$105.50(+48.03%)
2026-03-31
VXUS
VANGUARD STAR FDS
6.89%1.64M$126.7M
+17.98%(+250.39K)
2025-Q1: 1.18M shares2025-Q2: 1.24M shares2025-Q3: 1.29M shares2025-Q4: 1.39M shares2026-Q1: 1.64M shares
$61.71(+37.48%)
2026-03-31
SPYV
SPDR SERIES TRUST
6.77%2.20M$124.4M
+6.05%(+125.41K)
2025-Q1: 1.92M shares2025-Q2: 1.78M shares2025-Q3: 1.89M shares2025-Q4: 2.07M shares2026-Q1: 2.20M shares
$45.45(+35.61%)
2026-03-31
VOO
VANGUARD INDEX FDS
5.34%164.3K$98.2M
+0.97%(+1.59K)
2025-Q1: 143.0K shares2025-Q2: 138.5K shares2025-Q3: 139.5K shares2025-Q4: 162.7K shares2026-Q1: 164.3K shares
$448.14(+52.82%)
2026-03-31
MUB
ISHARES TR
4.43%767.5K$81.5M
+9.19%(+64.59K)
2025-Q1: 216.6K shares2025-Q2: 581.1K shares2025-Q3: 666.5K shares2025-Q4: 702.9K shares2026-Q1: 767.5K shares
$105.93(+1.48%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
3.74%2.36M$68.7M
+0.98%(+22.91K)
2025-Q1: 2.67M shares2025-Q2: 2.09M shares2025-Q3: 2.18M shares2025-Q4: 2.34M shares2026-Q1: 2.36M shares
$24.88(+37.16%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
3.5%780.4K$64.3M
+5.83%(+43.00K)
2025-Q1: 444.4K shares2025-Q2: 657.7K shares2025-Q3: 698.7K shares2025-Q4: 737.4K shares2026-Q1: 780.4K shares
$68.86(+29.76%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.65%248.5K$48.7M
-2.23%(-5.67K)
2025-Q1: 182.9K shares2025-Q2: 268.0K shares2025-Q3: 266.3K shares2025-Q4: 254.1K shares2026-Q1: 248.5K shares
$151.85(+44.34%)
2026-03-31
AAPL
APPLE INC
2.52%182.4K$46.3M
+8.65%(+14.52K)
2025-Q1: 133.1K shares2025-Q2: 139.8K shares2025-Q3: 148.6K shares2025-Q4: 167.8K shares2026-Q1: 182.4K shares
$200.49(+53.94%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Angeles Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all