ANGELES WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
599
Total value ($000)
$2,271,342
Net value change ($000)
+81,428 (3.7%)
New positions
38
Sold out positions
72
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SUB 68,367 2234.2%
VGSH 40,913 55287.8%
MGK 17,618 7.0%
MSFT 13,374 34.8%
VT 10,619 4.5%
SCHG 8,929 10.9%
SPYV 7,881 5.6%
AAPL 6,498 11.6%
VXUS 5,310 3.6%
EXXONMOBIL HOLDINGS CORP 4,768 NEW
Top Reduces (Value $000, Stocks/ETFs)
MUB -73,197 -87.3%
TLH -6,296 -88.9%
XOM -4,322 -100.0%
GOOGL -2,306 -8.9%
AMAT -1,991 -46.8%
AVGO -1,660 -9.8%
TSLA -1,559 -19.0%
LRCX -1,276 -28.1%
VV -1,221 -78.8%
SHY -1,100 -12.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,371 (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