ANGELES WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
408
Total value ($000)
$1,630,939
Net value change ($000)
+173,015 (11.9%)
New positions
23
Sold out positions
44
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGK 22,162 10.5%
VT 16,336 9.6%
SPYV 11,033 11.8%
MUB 10,260 16.9%
AAPL 9,147 31.9%
VXUS 8,694 10.1%
SCHG 8,571 14.1%
NVDA 8,070 44.6%
VOO 6,786 8.6%
VGK 4,783 9.4%
Top Reduces (Value $000, Stocks/ETFs)
ARES -2,955 -8.0%
COST -689 -6.7%
SUB -625 -11.5%
ISRG -582 -22.8%
NFLX -510 -14.1%
NVO -504 -69.7%
IUSB -440 -100.0%
JMSI -425 -100.0%
CL -415 -15.5%
MNDY -414 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 35 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type