2026 Q1 Portfolio Activity
In 2026 Q1, ANGELES WEALTH MANAGEMENT, LLC maintained a portfolio of 560 distinct positions. The most significant new addition was PLAINS ALL AMERN PIPELINE L, now representing 0.23% of the total fund value. They heavily accumulated shares in VANGUARD STAR FDS, increasing the position by 18.0%.
Position History
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Total Positions
560
Quarter
2026 Q1
Top Holding
MGK (11.4%)
Top 10 Concentration
58.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 560
ANGELES WEALTH MANAGEMENT, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MGK
VANGUARD WORLD ...
|
Warrant | 11.42% | 13.42% |
#1
Prev: #1
|
6.5 |
—
|
-18,272 | -3.1% |
P
S
|
571,184 | $209,875,830 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VT
VANGUARD INTL E...
|
ETF | 11.08% | 11.11% |
#2
Prev: #2
|
6.0 |
—
|
43,807 | 3.1% |
P
S
|
1,472,738 | $203,709,157 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 6.89% | 5.79% |
#3
1
Prev: #4
|
5.8 |
—
|
250,388 | 18.0% |
P
S
|
1,643,243 | $126,710,494 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 6.77% | 6.49% |
#4
1
Prev: #3
|
5.2 |
—
|
125,407 | 6.1% |
P
S
|
2,198,037 | $124,364,934 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.34% | 5.63% |
#5
Prev: #5
|
3.1 |
—
|
1,586 | 1.0% |
P
S
|
164,274 | $98,162,213 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MUB
ISHARES TR
|
ETF | 4.43% | 4.15% |
#6
1
Prev: #7
|
3.8 |
—
|
64,588 | 9.2% |
P
S
|
767,535 | $81,473,798 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 3.74% | 4.20% |
#7
1
Prev: #6
|
2.0 |
—
|
22,911 | 1.0% |
P
S
|
2,359,736 | $68,739,107 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 3.50% | 3.40% |
#8
Prev: #8
|
3.4 |
—
|
43,000 | 5.8% |
P
S
|
780,382 | $64,326,920 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.65% | 2.68% |
#9
Prev: #9
|
1.6 |
—
|
-5,665 | -2.2% |
P
S
|
248,466 | $48,749,056 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 2.52% | 2.52% |
#10
1
Prev: #11
|
3.0 |
—
|
14,521 | 8.7% |
P
S
|
182,360 | $46,281,072 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.96% | 2.08% |
#11
1
Prev: #12
|
1.3 |
—
|
35 | 0.1% |
P
S
|
55,248 | $36,029,461 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.95% | 2.62% |
#12
2
Prev: #10
|
1.3 |
—
|
-1,107 | -1.1% |
P
S
|
97,065 | $35,930,626 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.61% | 1.53% |
#13
Prev: #13
|
2.6 |
—
|
20,611 | 13.8% |
P
S
|
169,540 | $29,569,373 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EWJ
ISHARES INC
|
ETF | 1.57% | 1.45% |
#14
Prev: #14
|
1.1 |
—
|
14,910 | 4.6% |
P
S
|
341,655 | $28,849,362 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 1.48% | 1.42% |
#15
Prev: #15
|
2.6 |
—
|
71,186 | 7.0% |
P
S
|
1,088,356 | $27,187,141 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
URTH
ISHARES INC
|
ETF | 1.15% | 1.25% |
#16
Prev: #16
|
1.0 |
—
|
-4,685 | -3.8% |
P
S
|
117,701 | $21,188,534 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.13% | 1.02% |
#17
1
Prev: #18
|
3.0 |
—
|
20,095 | 25.2% |
P
S
|
99,876 | $20,801,175 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.99% | 0.97% |
#18
1
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
123,124 | $18,234,596 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.99% | 0.84% |
#19
3
Prev: #22
|
2.9 |
—
|
14,621 | 30.0% |
P
S
|
63,279 | $18,196,633 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.91% | 1.04% |
#20
3
Prev: #17
|
0.9 |
—
|
-4,201 | -7.5% |
P
S
|
52,105 | $16,715,928 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IXUS
ISHARES TR
|
ETF | 0.84% | 0.85% |
#21
1
Prev: #20
|
0.8 |
—
|
-3,976 | -2.2% |
P
S
|
178,509 | $15,466,020 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.82% | 0.84% |
#22
1
Prev: #21
|
2.3 |
—
|
3,960 | 8.1% |
P
S
|
52,710 | $15,120,280 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.72% | 0.75% |
#23
Prev: #23
|
2.3 |
—
|
3,607 | 9.2% |
P
S
|
42,884 | $13,273,027 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.65% | 0.62% |
#24
1
Prev: #25
|
2.3 |
—
|
2,452 | 10.9% |
P
S
|
24,859 | $11,912,404 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.62% | 0.70% |
#25
1
Prev: #24
|
0.7 |
—
|
-52 | -0.2% |
P
S
|
25,883 | $11,305,518 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.58% | 0.48% |
#26
3
Prev: #29
|
2.2 |
—
|
644 | 6.4% |
P
S
|
10,785 | $10,746,119 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.60% |
#27
1
Prev: #26
|
2.2 |
—
|
1,778 | 5.2% |
P
S
|
35,718 | $10,506,894 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 0.49% | 0.47% |
#28
2
Prev: #30
|
2.2 |
—
|
35,072 | 8.6% |
P
S
|
445,052 | $9,083,508 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PFF
ISHARES TR
|
Preferred | 0.47% | 0.45% |
#29
3
Prev: #32
|
2.2 |
—
|
23,002 | 8.8% |
P
S
|
285,545 | $8,657,720 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.45% | 0.47% |
#30
1
Prev: #31
|
2.2 |
—
|
1,470 | 11.3% |
P
S
|
14,468 | $8,277,492 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
V
VISA INC
|
Financial Services | 0.45% | 0.50% |
#31
3
Prev: #28
|
2.2 |
—
|
1,583 | 6.1% |
P
S
|
27,376 | $8,274,039 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SHY
ISHARES TR
|
ETF | 0.43% | 0.50% |
#32
5
Prev: #27
|
0.7 |
—
|
-14,672 | -13.4% |
P
S
|
94,954 | $7,840,328 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.42% | 0.40% |
#33
1
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
182,000 | $7,745,920 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TLH
ISHARES TR
|
ETF | 0.39% | 0.37% |
#34
2
Prev: #36
|
2.2 |
—
|
5,376 | 8.2% |
P
S
|
70,782 | $7,129,179 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.37% | 0.40% |
#35
2
Prev: #33
|
2.1 |
—
|
732 | 10.9% |
P
S
|
7,458 | $6,859,648 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EFA
ISHARES TR
|
ETF | 0.37% | 0.37% |
#36
1
Prev: #35
|
0.6 |
—
|
111 | 0.2% |
P
S
|
69,683 | $6,768,310 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.35% | 0.29% |
#37
Prev: #37
|
3.1 |
—
|
5,816 | 50.3% |
P
S
|
17,377 | $6,459,900 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.30% | 0.28% |
#38
Prev: #38
|
0.6 |
—
|
3,913 | 4.8% |
P
S
|
85,156 | $5,456,789 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.29% | 0.28% |
#39
Prev: #39
|
0.6 |
—
|
-578 | -3.5% |
P
S
|
15,942 | $5,402,131 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.29% | 0.19% |
#40
13
Prev: #53
|
2.1 |
—
|
2,754 | 9.6% |
P
S
|
31,530 | $5,349,319 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.27% | 0.22% |
#41
6
Prev: #47
|
2.1 |
—
|
1,310 | 6.9% |
P
S
|
20,301 | $4,962,307 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.25% | 0.20% |
#42
9
Prev: #51
|
2.1 |
—
|
3,138 | 9.1% |
P
S
|
37,583 | $4,552,654 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.25% | 0.26% |
#43
2
Prev: #41
|
0.6 |
—
|
412 | 2.0% |
P
S
|
20,775 | $4,518,298 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.24% | 0.25% |
#44
1
Prev: #43
|
2.1 |
—
|
866 | 11.0% |
P
S
|
8,718 | $4,356,040 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PAA
PLAINS ALL AMER...
|
Energy | 0.23% | — |
#45
Prev: #—
|
3.6 |
—
|
192,807 | — |
NEW
|
192,807 | $4,305,380 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.23% | 0.26% |
#46
6
Prev: #40
|
0.6 |
—
|
-687 | -5.1% |
P
S
|
12,866 | $4,231,499 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.23% | 0.22% |
#47
1
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
44,000 | $4,146,560 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.22% | 0.25% |
#48
6
Prev: #42
|
0.6 |
—
|
2,116 | 4.4% |
P
S
|
50,683 | $4,034,874 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.22% | 0.05% |
#49
98
Prev: #147
|
3.1 |
—
|
7,137 | 326.9% |
P
S
|
9,320 | $4,010,088 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.21% | 0.22% |
#50
2
Prev: #48
|
0.6 |
—
|
46 | 0.4% |
P
S
|
12,152 | $3,895,324 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 560 holdings