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ANGELES WEALTH MANAGEMENT, LLC

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13F filer, CIK 1929170, SANTA MONICA, CA

ANGELES WEALTH MANAGEMENT, LLC reported $1,838,131,112 across 524 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 58.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-008459

Period
2026-03-31
Reported value
$1.84B
Holdings
524
Top 10 weight
58.34%
New
95
Sold out
36

Part of the filer group ANGELES WEALTH MANAGEMENT, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VXUSadded+250,388$19.3M
SPYVadded+125,407$7.1M
MUBadded+64,588$6.86M
VTadded+43,807$6.06M
PAAnew+192,807$4.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MGKreduced-18,272-$6.71M
SUBreduced-17,897-$1.91M
VTIreduced-4,201-$1.35M
CRIreduced-35,644-$1.27M
INTUreduced-2,884-$1.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001398344-26-008459, largest first. % of portfolio is the value over $1,838,131,112, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302$18K<0.01%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559$17.3K<0.01%0Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 177 shares 177$17.3K<0.01%0Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205$12.9K<0.01%newTimeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305$11.2K<0.01%0Timeline
DEFTDEFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$11.1K<0.01%0Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,400 shares 15,400$8.97K<0.01%newTimeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$8.45K<0.01%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,744 shares; 2025Q1: 2,633 shares; 2025Q2: 301 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85$7.21K<0.01%0Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares 116$6.9K<0.01%0Timeline
GOSSGOSSAMER BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$6.57K<0.01%newTimeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares 40$5.28K<0.01%0Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$4.26K<0.01%0Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29$3.37K<0.01%newTimeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59$3.18K<0.01%0Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares 37$2.62K<0.01%0Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$2.46K<0.01%newTimeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 8 shares 8$2.18K<0.01%+4Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20$2.07K<0.01%newTimeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$2.05K<0.01%newTimeline
BBMCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14$1.52K<0.01%newTimeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: 638 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 7 shares 7$1.39K<0.01%-481Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares 6$1.35K<0.01%newTimeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 5 shares 5$248<0.01%-2Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GBTCGRAYSCALE BITCOIN TRUST ETF18,148$1.24Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL1,066$476Kshares
AVAVAEROVIRONMENT INC1,915$463Kshares
SESEA LTD3,020$385Kshares
VEEVVEEVA SYS INC1,614$360Kshares
FICOFAIR ISAAC CORP190$321Kshares
SOXQINVESCO EXCH TRADED FD TR II4,775$266Kshares
QLYSQUALYS INC1,850$246Kshares
BITWBITWISE 10 CRYPTO INDEX ETF3,948$232Kshares
SPSCSPS COMM INC2,549$227Kshares
MANHMANHATTAN ASSOCIATES INC1,278$221Kshares
HEIHEICO CORP NEW683$221Kshares
FDSFACTSET RESH SYS INC756$219Kshares
AONAON PLC613$216Kshares
HPQHP INC9,554$216Kshares
AZNASTRAZENECA PLC-SPONS ADR2,339$215Kshares
AXONAXON ENTERPRISE INC370$210Kshares
MRSHMARSH & MCLENNAN COS INC1,126$209Kshares
QYLDGLOBAL X FDS11,811$209Kshares
METMETLIFE INC2,610$206Kshares
MORNMORNINGSTAR INC929$202Kshares
SKYYFIRST TR EXCHANGE-TRADED FD1,350$176Kshares
ARES MANAGEMENT CORPORATIONARES MANAGEMENT CORPORATION3,200$164Kshares
IWCISHARES TR944$149Kshares
AIQGLOBAL X FDS1,165$59.3Kshares
CWBSPDR SERIES TRUST653$58.2Kshares
PAVEGLOBAL X FDS1,140$54.9Kshares
XSWSPDR SERIES TRUST250$46.8Kshares
CIBRFIRST TR EXCHANGE-TRADED FD625$44.7Kshares
BBREJ P MORGAN EXCHANGE TRADED F440$40.7Kshares
XYLDGLOBAL X FDS500$20.3Kshares
QDIVGLOBAL X FDS536$18.6Kshares
FTRIFIRST TR EXCHANGE-TRADED FD1,166$18.3Kshares
GXDWGLOBAL X FDS529$12.7Kshares
VLUEISHARES TR89$12.2Kshares
HEI-AHEICO CORP NEW34$8.58Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-008459 base2026-05-06acceptance time not in the bulk data set