ANGELES WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,838,131
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 516.4 K | 28.1% | 0 | 599.7 K | -599.7 K |
| ETFs | 1.322 M | 71.9% | 624.3 K | 0 | 624.3 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
1,838,131
Holdings
524
QoQ value change ($000)
24,534
(1.4%)
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.