ANGELES WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
465
Total value ($000)
$1,813,597
Net value change ($000)
+182,658 (11.2%)
New positions
90
Sold out positions
31
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 16,583 19.4%
VYM 16,556 1484.8%
VT 15,035 8.1%
SPYV 13,392 12.8%
VXUS 10,553 11.2%
MGK 10,439 4.5%
AAPL 7,792 20.6%
IDV 7,180 NEW
AVGO 6,935 104.1%
SPY 6,752 21.8%
Top Reduces (Value $000, Stocks/ETFs)
ARES -32,657 -95.7%
BABA -2,333 -34.6%
IWF -1,256 -27.3%
VTV -1,130 -2.3%
COST -892 -9.3%
DFUV -772 -66.5%
SUB -742 -15.4%
SPYG -709 -47.5%
NFLX -615 -19.8%
CPNG -515 -25.9%
Instrument mix + QoQ Δ (ex-options)
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