Angeles Wealth Management, LLC
626 holdingsFiling period: 2026-06-30Current AUM: $2.24Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard World FD | 2.87M | $252.3M | $260.7M | 11.63% | +2.30M | 2026-06-30 |
| 2 | VT | Vanguard Intl Equity Index F | 1.52M | $237.8M | $239.1M | 10.67% | +42.4K | 2026-06-30 |
| 3 | VXUS | Vanguard Star Fds | 1.72M | $147.1M | $144.1M | 6.43% | +77.5K | 2026-06-30 |
| 4 | SPYV | Spdr Series Trust | 2.31M | $140.5M | $146.9M | 6.55% | +113.1K | 2026-06-30 |
| 5 | VOO | Vanguard Index Fds | 167.4K | $115.0M | $118.3M | 5.28% | +3.1K | 2026-06-30 |
| 6 | MUB | iShares TR | 778.7K | $83.8M | $79.7M | 3.56% | +11.2K | 2026-06-30 |
| 7 | SCHG | Schwab Strategic TR | 2.43M | $82.1M | $86.2M | 3.85% | +66.1K | 2026-06-30 |
| 8 | VGK | Vanguard Intl Equity Index F | 817.3K | $72.4M | $71.3M | 3.18% | +36.9K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 193.6K | $56.0M | $65.7M | 2.93% | +11.2K | 2026-06-30 |
| 10 | VTV | Vanguard Index Fds | 248.9K | $54.3M | $55.9M | 2.49% | +482 | 2026-06-30 |
| 11 | SPY | State Str Spdr S&P 500 ETF T | 606.5K | $47.2M | $48.6M | 2.17% | +551.3K | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 103.1K | $38.4M | $54.8M | 2.45% | +6.0K | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 177.1K | $35.4M | $38.3M | 1.71% | +7.5K | 2026-06-30 |
| 14 | EWJ | iShares Inc | 360.7K | $33.6M | $34.4M | 1.54% | +19.1K | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 118.5K | $28.2M | $31.1M | 1.39% | +18.6K | 2026-06-30 |
| 16 | SJNK | Spdr Series Trust | 1.11M | $27.7M | $26.6M | 1.19% | +18.6K | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 72.5K | $25.9M | $24.7M | 1.10% | +9.3K | 2026-06-30 |
| 18 | URTH | iShares Inc | 112.6K | $22.8M | $23.3M | 1.04% | -5,139 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 58.1K | $20.5M | $19.6M | 0.87% | +5.4K | 2026-06-30 |
| 20 | VYM | Vanguard Whitehall Fds | 122.9K | $19.4M | $19.8M | 0.88% | -179 | 2026-06-30 |
| 21 | VTI | Vanguard Index Fds | 52.4K | $19.4M | $19.8M | 0.88% | +295 | 2026-06-30 |
| 22 | IXUS | iShares TR | 178.4K | $17.0M | $16.7M | 0.75% | -151 | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 44.9K | $17.0M | $15.0M | 0.67% | +2.1K | 2026-06-30 |
| 24 | VUG | Vanguard Index Fds | 156.1K | $13.4M | $13.8M | 0.62% | +130.3K | 2026-06-30 |
| 25 | BRK-B | Berkshire Hathaway Inc Del | 26.7K | $13.4M | $13.4M | 0.60% | +1.8K | 2026-06-30 |
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