ANGELES WEALTH MANAGEMENT, LLC
•CIK: 1929170•Filing: Q4 2025
**ANGELES WEALTH MANAGEMENT, LLC** manages $1.8B across a diversified portfolio of 465 holdings. The strategy exhibits a significant allocation to broad market exposure, notably anchored by MGK at $243.3M and VT at $201.6M. Further concentration is evident in core index products, including SPYV ($117.7M), VXUS ($105.1M), and VOO ($102.0M). This structure suggests a commitment to capturing broad market growth while maintaining tactical exposure across key sectors.
Total AUM
$1.8B
QoQ Performance
+11.2%
Positions
322
Top 10 Concentration
61.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MGK
VT
SPYV
VXUS
VOO
MGK13.4%
VT11.1%
SPYV6.5%
VXUS5.8%
VOO5.6%
SCHG4.2%
MUB4.2%
VGK3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.7%
Technology10.9%
ETF8.1%
Financial3.0%
Consumer2.7%
Healthcare1.8%
Industrial0.6%
Materials0.3%
🚪 Exited Positionssold since Q3 2025
+207 more exited positions
Changes from Q3 2025
NEW5 new positions
↑154 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023