13F filer

Angeles Wealth Management

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1929170 SEC filings ↗

13F Value

$2.27B

Positions

599

Top Position

MGK11.9%

Top 5

41.3%

Latest filing changes

vs Jun 30, 2026

1 SUB iShares Short-Term National Muni Bond ETF >999%+$68.4M

2 VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares >999%+$40.9M

3 VT Vanguard Total World Stock Index Fund — ETF Shares +3.9%+$9.3M

4 SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF +5.0%+$7.1M

5 VXUS Vanguard Total International Stock Index Fund — ETF Shares +4.3%+$6.2M

Holdings599

#
1	MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares	11.9%	$269.9M	+1.5%	2.91M	11.5%	ETF
2	VT Vanguard Total World Stock Index Fund — ETF Shares	10.9%	$248.4M	+3.9%	1.57M	10.9%	ETF
3	VXUS Vanguard Total International Stock Index Fund — ETF Shares	6.7%	$152.4M	+4.3%	1.79M	6.7%	ETF
4	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	6.5%	$148.4M	+5.0%	2.43M	6.4%	ETF
5	VOO Vanguard 500 Index Fund — ETF Shares	5.3%	$119.6M	+1.9%	170.7K	5.3%	ETF
6	SCHG Schwab U.S. Large-Cap Growth ETF	4.0%	$91.0M	+4.4%	2.53M	3.7%	ETF
7	VGK Vanguard European Stock Index Fund — ETF Shares	3.3%	$74.2M	+4.6%	854.8K	3.3%	ETF
8	SUB iShares Short-Term National Muni Bond ETF	3.1%	$71.4M	>999%	683.2K	0.1%	ETF
9	AAPL Apple	2.8%	$62.5M	-3.0%	187.7K	2.6%	Common Stock
10	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.4%	$53.5M	-0.5%	247.8K	2.5%	ETF
11	MSFT Microsoft	2.3%	$51.8M	-2.0%	101.0K	1.8%	Common Stock
12	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.1%	$48.3M	-17.8%	498.6K	2.2%	ETF
13	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	1.8%	$41.0M	>999%	712.1K	<0.1%	ETF
14	NVDA NVIDIA	1.7%	$39.7M	-1.8%	173.8K	1.6%	Common Stock
15	EWJ iShares MSCI Japan ETF	1.6%	$36.5M	+3.8%	374.3K	1.5%	ETF
16	AMZN Amazon	1.2%	$28.0M	-5.2%	112.4K	1.3%	Common Stock
17	SJNK State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF	1.2%	$26.7M	-0.4%	1.10M	1.3%	ETF
18	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 68,644 reported quantity $23,618,934 reported value	1.0%	$23.6M	-5.4%	68.6K	1.2%	Common Stock
19	URTH iShares MSCI World ETF	1.0%	$23.2M	-0.0%	112.5K	1.0%	ETF
20	GOOG Alphabet Class C	0.9%	$19.7M	-0.6%	57.8K	0.9%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing72

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.