ANGELES WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
632
Total value ($000)
$2,189,914
Net value change ($000)
+351,783 (19.1%)
New positions
135
Sold out positions
31
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 42,405 20.2%
VT 34,117 16.7%
VXUS 20,413 16.1%
VOO 16,824 17.1%
SPYV 16,146 13.0%
SCHG 13,360 19.4%
SPY 11,133 30.9%
AAPL 9,738 21.0%
VGK 8,040 12.5%
GOOGL 7,728 42.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,027 -19.2%
NBSD -877 -100.0%
BABA -852 -22.4%
META -847 -10.2%
ISRG -802 -36.5%
NFLX -734 -26.4%
HON -674 -100.0%
ARES -655 -64.5%
VGT -631 -58.5%
APA -594 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,599 (0.1% 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