ANGELES WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,189,914
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 632 | 2,189,914 | 13F-HR | ANGELES WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/6/2026 | 524 | 1,838,131 | 13F-HR | ANGELES WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/17/2026 | 465 | 1,813,597 | 13F-HR | ANGELES WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/12/2025 | 408 | 1,630,939 | 13F-HR | ANGELES WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/29/2025 | 429 | 1,457,924 | 13F-HR | ANGELES WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.598 K
(0.1% of total reported value)
· QoQ Δ:
+2.598 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 644.9 K | 29.5% | 128.5 K | 0 | 128.5 K |
| ETFs | 1.54 M | 70.4% | 218 K | 0 | 218 K |
| Debt | 1.458 K | 0.1% | 1.458 K | 0 | 1.458 K |
| Other | 1.221 K | 0.1% | 1.221 K | 0 | 1.221 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
2,189,914
Holdings
632
QoQ value change ($000)
351,783
(19.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.