13F-HR filed by ANGELES WEALTH MANAGEMENT, LLC
ANGELES WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-28, with 632 holding rows worth $2,189,913,991.
- Accession
- 0001398344-26-012905
- Filer
- CIK 1929170
- Filed
- 2026-07-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 632 entries on the cover page, a total value of $2,189,913,991 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,189,913,991 with VALUE read as dollars as filed, 13F file number 028-22533. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,296 | $189,747 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 3,699 | $188,020 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 3,392 | $187,171 | dollars as filed | |
| APOLLO GLOBAL MGMT INC | 03769M304 | CMN | 3,000 | $182,370 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 2,685 | $181,385 | dollars as filed | |
| FRANKLIN UNIVERSAL TRUST | 355145103 | SH BEN INT | 22,088 | $178,140 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 315,400 | $176,624 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,043 | $171,334 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 680 | $162,527 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 19,074 | $159,268 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 1,597 | $158,071 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 713 | $157,716 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 4,565 | $155,781 | dollars as filed | |
| NOVANTA INC | 67000B203 | CONV PR | 2,265 | $152,661 | dollars as filed | |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 381430438 | SHS | 1,600 | $151,072 | dollars as filed | |
| NEOS ETF TRUST | 78433H634 | RUSS 2000 HI ETF | 2,815 | $150,659 | dollars as filed | |
| NOVANTA INC | 67000B104 | COM | 925 | $150,072 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 1,801 | $149,609 | dollars as filed | |
| DATA STORAGE CORP | 23786R201 | COM NEW | 43,100 | $148,695 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 3,200 | $145,088 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 394 | $135,075 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 1,397 | $134,797 | dollars as filed | |
| ORLA MNG LTD NEW | 68634K106 | COM | 13,576 | $132,909 | dollars as filed | |
| HYLIION HOLDINGS CORP | 449109107 | COMMON STOCK | 25,000 | $130,250 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 100 | $125,442 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 11,944 | $125,293 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 972 | $120,936 | dollars as filed | |
| Star Hldgs Shs Ben Int | 85512G106 | Common Stock | 13,199 | $120,507 | dollars as filed | |
| FLEXSHARES TR | 33939L795 | STOXX GLOBR INF | 1,870 | $119,905 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 1,548 | $117,818 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 284 | $116,298 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 635 | $113,411 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 2,910 | $112,879 | dollars as filed | |
| AMPLIFY ETF TR | 032108888 | BLACKSWAN GRWT | 3,344 | $111,562 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 2,800 | $111,104 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 2,377 | $108,629 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 1,126 | $108,614 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 490 | $107,521 | dollars as filed | |
| NOMURA HLDGS INC SPONSORED ADR | 65535H208 | ADR | 12,226 | $107,344 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 3,368 | $97,571 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 931 | $95,756 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 479 | $94,701 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 305 | $93,422 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 41,165 | $92,621 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 1,009 | $92,465 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 1,899 | $91,362 | dollars as filed | |
| AEGON LTD AMER REG 1 CERT | 0076CA104 | ADR | 10,048 | $87,057 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 1,500 | $86,475 | dollars as filed | |
| URANIUM RTY CORP | 91702V101 | COM | 28,590 | $79,480 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 1,500 | $79,140 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 424 | $77,995 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 1,268 | $73,798 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 1,061 | $72,583 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 917 | $70,822 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 60 | $69,417 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 800 | $69,136 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 450 | $66,479 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 299 | $60,368 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | 46641Q217 | BETABULDRS JAPAN | 774 | $58,290 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 355 | $58,025 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 1,277 | $56,244 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 1,585 | $55,523 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 1,527 | $55,164 | dollars as filed | |
| 1Stdibs.Com Inc | 320551104 | COM | 10,208 | $50,019 | dollars as filed | |
| SWVL HOLDINGS CORP | G86302125 | CLASS A ORD NEW | 37,000 | $49,580 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 200 | $47,802 | dollars as filed | put |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 200 | $47,802 | dollars as filed | call |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 400 | $46,392 | dollars as filed | |
| FLEXSHARES TR | 33939L308 | MSTAR EMKT FAC | 590 | $45,660 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 1,146 | $45,313 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 16,635 | $45,081 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 237 | $45,075 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 485 | $43,262 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 1,054 | $42,381 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X541 | ST STR NAT ETF | 625 | $42,069 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 1,040 | $41,735 | dollars as filed | |
| ISHARES TR | 464287838 | U.S. BAS MTL ETF | 230 | $41,292 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 933 | $39,808 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 463 | $38,099 | dollars as filed | |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 11,609 | $35,756 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 1,419 | $34,993 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 142 | $34,962 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 296 | $34,780 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 934 | $34,445 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 94 | $34,392 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 352 | $33,930 | dollars as filed | |
| ISHARES TR | 464288729 | GLOB INDSTRL ETF | 161 | $32,281 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 200 | $31,726 | dollars as filed | call |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 175 | $27,694 | dollars as filed | |
| NEXTERA ENERGY INC | 65339F119 | UNIT 11/01/2027 | 552 | $27,434 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 141 | $26,521 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 561 | $25,694 | dollars as filed | |
| SPDR SERIES TRUST | 78464A516 | ST INTL BBG ETF | 1,180 | $25,582 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 475 | $25,256 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 246 | $23,264 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 241 | $22,083 | dollars as filed | |
| SPDR SERIES TRUST | 78464A797 | ST STR SP BANK | 303 | $20,689 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 177 | $20,449 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 196 | $20,395 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 179 | $19,717 | dollars as filed | |
| FLEXSHARES TR | 33939L662 | HIG YLD VL ETF | 475 | $19,124 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 156 | $18,942 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 756 | $18,250 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072141 | AVA MAR SMA ETF | 261 | $18,094 | dollars as filed | |
| SPDR MSCI ACWI EX-US ETF | 78463X848 | COM | 305 | $12,404 | dollars as filed | |
| ISHARES TR | 464287374 | NORTH AMERN NAT | 205 | $11,517 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 150 | $11,483 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 72 | $11,183 | dollars as filed | |
| DEFI TECHNOLOGIES INC COM | 244916102 | Stock | 20,000 | $10,284 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 33 | $8,511 | dollars as filed | |
| VANECK ETF TRUST | 92189F700 | AGRIBUSINESS ETF | 100 | $7,920 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 51 | $7,867 | dollars as filed | |
| INVESCO NASDAQ NEXT GEN 100 ETF | 46138G631 | ETF | 171 | $7,770 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q233 | BETA DEVE EX ETF | 116 | $6,945 | dollars as filed | |
| ADVISORSHARES TR | 00768Y453 | PURE US CANNABIS | 1,200 | $6,096 | dollars as filed | |
| ISHARES MSCI INDIA SMALL-CAP ETF | 46429B614 | ETF | 85 | $6,012 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 17 | $5,634 | dollars as filed | |
| ISHARES INC MSCI TAIWAN ETF | 46434G772 | MSCI TAIWAN ETF | 37 | $4,019 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 59 | $3,670 | dollars as filed | |
| ISHARES INC | 464286632 | MSCI ISRAEL ETF | 29 | $3,501 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 28 | $3,019 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 92 | $2,438 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q340 | BETABUILDERS US | 14 | $1,780 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 5 | $1,515 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 16 | $1,450 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 19 | $1,237 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 4 | $1,196 | dollars as filed | |
| RH | 74967X103 | COM | 2 | $329 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2 | $273 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V400 | STATE STREET GLO | 5 | $264 | dollars as filed | |
| VANECK ETF TRUST | 92189F411 | BDC INCOME ETF | 16 | $203 | dollars as filed | |
| VANECK EMERGING MARKETS HIGH Y | 92189F353 | EMERGING MRKT HI | 5 | $101 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-012905 | this filing | 2026-07-28 | acceptance time not in the bulk data set |