ANGELES WEALTH MANAGEMENT, LLC
525 holdingsFiling period: 2026-03-31Current AUM: $2.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 571.2K | $209.9M | $246.6M | 11.94% | -18,272 | 2026-03-31 |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | 1.47M | $203.7M | $229.5M | 11.11% | +43.8K | 2026-03-31 |
| 3 | VXUS | VANGUARD STAR FDS | 1.64M | $126.7M | $139.0M | 6.73% | +250.4K | 2026-03-31 |
| 4 | SPYV | SPDR SERIES TRUST | 2.20M | $124.4M | $136.4M | 6.60% | +125.4K | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 164.3K | $98.2M | $112.8M | 5.46% | +1.6K | 2026-03-31 |
| 6 | MUB | ISHARES TR | 767.5K | $81.5M | $81.1M | 3.93% | +64.6K | 2026-03-31 |
| 7 | SCHG | SCHWAB STRATEGIC TR | 2.36M | $68.7M | $80.6M | 3.90% | +22.9K | 2026-03-31 |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 780.4K | $64.3M | $70.7M | 3.42% | +43.0K | 2026-03-31 |
| 9 | VTV | VANGUARD INDEX FDS | 248.5K | $48.7M | $54.7M | 2.65% | -5,665 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 182.4K | $46.3M | $56.3M | 2.73% | +14.5K | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 55.2K | $36.0M | $41.4M | 2.00% | +35 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 97.1K | $35.9M | $45.1M | 2.18% | -1,107 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 169.5K | $29.6M | $34.0M | 1.65% | +20.6K | 2026-03-31 |
| 14 | EWJ | ISHARES INC | 341.7K | $28.8M | $31.6M | 1.53% | +14.9K | 2026-03-31 |
| 15 | SJNK | SPDR SERIES TRUST | 1.09M | $27.2M | $27.0M | 1.31% | +71.2K | 2026-03-31 |
| 16 | URTH | ISHARES INC | 117.7K | $21.2M | $23.9M | 1.16% | -4,685 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 99.9K | $20.8M | $27.1M | 1.31% | +20.1K | 2026-03-31 |
| 18 | VYM | VANGUARD WHITEHALL FDS | 123.1K | $18.2M | $19.9M | 0.97% | -- | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 63.3K | $18.2M | $22.5M | 1.09% | +14.6K | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 52.1K | $16.7M | $19.2M | 0.93% | -4,201 | 2026-03-31 |
| 21 | IXUS | ISHARES TR | 178.5K | $15.5M | $16.9M | 0.82% | -3,976 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 52.7K | $15.1M | $18.8M | 0.91% | +4.0K | 2026-03-31 |
| 23 | AVGO | BROADCOM INC | 42.9K | $13.3M | $16.7M | 0.81% | +3.6K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 24.9K | $11.9M | $11.9M | 0.58% | +2.5K | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 25.9K | $11.3M | $13.2M | 0.64% | -52 | 2026-03-31 |
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