ANGELES WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
524
Total value ($000)
$1,838,131
Net value change ($000)
+24,534 (1.4%)
New positions
95
Sold out positions
36
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VXUS 21,633 20.6%
SPYV 6,619 5.6%
MUB 6,181 8.2%
PAA 4,305 NEW
GLD 3,145 363.6%
GOOGL 2,967 19.5%
VGK 2,674 4.3%
EWJ 2,468 9.4%
AMZN 2,386 13.0%
VT 2,144 1.1%
Top Reduces (Value $000, Stocks/ETFs)
MGK -33,434 -13.7%
MSFT -11,547 -24.3%
SCHG -7,488 -9.8%
VOO -3,864 -3.8%
INTU -2,220 -79.3%
VTI -2,162 -11.5%
SUB -1,914 -47.1%
SPY -1,720 -4.6%
URTH -1,547 -6.8%
VUG -1,347 -10.6%
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