2026 Q2 Portfolio Activity
In 2026 Q2, ANGELES WEALTH MANAGEMENT, LLC maintained a portfolio of 663 distinct positions. The most significant new addition was RH, now representing 0.11% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 16.7%.
Position History
hover any row below to update
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Total Positions
663
Quarter
2026 Q2
Top Holding
MGK (11.5%)
Top 10 Concentration
56.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 663
ANGELES WEALTH MANAGEMENT, LLC Full Holdings List — 2026 Q2
| 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 | 11.52% | 11.42% |
#1
Prev: #1
|
9.0 |
—
|
2,298,377 | 402.4% |
P
S
|
2,869,561 | $252,281,044 |
$80.74
+10.2%
|
2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
VT
VANGUARD INTL E...
|
ETF | 10.86% | 11.08% |
#2
Prev: #2
|
6.0 |
—
|
42,424 | 2.9% |
P
S
|
1,515,162 | $237,826,475 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 6.72% | 6.89% |
#3
Prev: #3
|
4.2 |
—
|
77,535 | 4.7% |
P
S
|
1,720,778 | $147,123,186 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 6.42% | 6.77% |
#4
Prev: #4
|
5.1 |
—
|
113,074 | 5.1% |
P
S
|
2,311,111 | $140,511,398 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.25% | 5.34% |
#5
Prev: #5
|
3.1 |
—
|
3,133 | 1.9% |
P
S
|
167,407 | $114,985,842 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MUB
ISHARES TR
|
ETF | 3.83% | 4.43% |
#6
Prev: #6
|
2.0 |
—
|
11,155 | 1.5% |
P
S
|
778,690 | $83,802,608 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 3.75% | 3.74% |
#7
Prev: #7
|
2.0 |
—
|
66,108 | 2.8% |
P
S
|
2,425,844 | $82,098,542 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 3.30% | 3.50% |
#8
Prev: #8
|
1.8 |
—
|
36,889 | 4.7% |
P
S
|
817,271 | $72,367,058 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AAPL
APPLE INC
|
Technology | 2.56% | 2.52% |
#9
1
Prev: #10
|
3.0 |
—
|
11,237 | 6.2% |
P
S
|
193,597 | $56,019,278 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.48% | 2.65% |
#10
1
Prev: #9
|
1.5 |
—
|
482 | 0.2% |
P
S
|
248,948 | $54,253,181 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.15% | 1.96% |
#11
Prev: #11
|
3.9 |
—
|
551,277 | 997.8% |
P
S
|
606,525 | $47,161,565 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.76% | 1.95% |
#12
Prev: #12
|
2.7 |
—
|
5,991 | 6.2% |
P
S
|
103,056 | $38,441,909 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.62% | 1.61% |
#13
Prev: #13
|
1.1 |
—
|
7,515 | 4.4% |
P
S
|
177,055 | $35,426,951 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
EWJ
ISHARES INC
|
ETF | 1.54% | 1.57% |
#14
Prev: #14
|
2.6 |
—
|
19,065 | 5.6% |
P
S
|
360,720 | $33,647,218 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.29% | 1.13% |
#15
2
Prev: #17
|
2.5 |
—
|
18,648 | 18.7% |
P
S
|
118,524 | $28,249,010 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 1.27% | 1.48% |
#16
1
Prev: #15
|
1.0 |
—
|
18,620 | 1.7% |
P
S
|
1,106,976 | $27,707,607 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.18% | 0.99% |
#17
2
Prev: #19
|
2.5 |
—
|
9,266 | 14.6% |
P
S
|
72,545 | $25,925,298 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
URTH
ISHARES INC
|
ETF | 1.04% | 1.15% |
#18
2
Prev: #16
|
0.9 |
—
|
-5,139 | -4.4% |
P
S
|
112,562 | $22,809,564 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.94% | 0.82% |
#19
3
Prev: #22
|
2.4 |
—
|
5,430 | 10.3% |
P
S
|
58,140 | $20,542,646 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.89% | 0.99% |
#20
2
Prev: #18
|
0.9 |
—
|
-179 | -0.1% |
P
S
|
122,945 | $19,428,925 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.89% | 0.91% |
#21
1
Prev: #20
|
0.9 |
—
|
295 | 0.6% |
P
S
|
52,400 | $19,390,000 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IXUS
ISHARES TR
|
ETF | 0.78% | 0.84% |
#22
1
Prev: #21
|
0.8 |
—
|
-151 | -0.1% |
P
S
|
178,358 | $17,022,488 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.78% | 0.72% |
#23
Prev: #23
|
0.8 |
—
|
2,065 | 4.8% |
P
S
|
44,949 | $16,979,485 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.61% | 0.62% |
#24
1
Prev: #25
|
3.2 |
—
|
130,266 | 503.3% |
P
S
|
156,149 | $13,450,675 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.61% | 0.65% |
#25
1
Prev: #24
|
2.2 |
—
|
1,823 | 7.3% |
P
S
|
26,682 | $13,351,406 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.57% |
#26
1
Prev: #27
|
2.2 |
—
|
2,371 | 6.6% |
P
S
|
38,089 | $12,467,770 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
V
VISA INC
|
Financial Services | 0.49% | 0.45% |
#27
4
Prev: #31
|
2.2 |
—
|
3,929 | 14.4% |
P
S
|
31,305 | $10,740,495 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.49% | 0.58% |
#28
2
Prev: #26
|
2.2 |
—
|
684 | 6.3% |
P
S
|
11,469 | $10,728,550 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
EFA
ISHARES TR
|
ETF | 0.48% | 0.37% |
#29
7
Prev: #36
|
2.7 |
—
|
31,042 | 44.5% |
P
S
|
100,725 | $10,463,313 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.45% | 0.14% |
#30
35
Prev: #65
|
2.2 |
—
|
1,228 | 16.7% |
P
S
|
8,574 | $9,897,067 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.43% | 0.37% |
#31
4
Prev: #35
|
2.2 |
—
|
468 | 6.3% |
P
S
|
7,926 | $9,506,682 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 0.41% | 0.49% |
#32
4
Prev: #28
|
0.7 |
—
|
-1,310 | -0.3% |
P
S
|
443,742 | $9,039,024 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PFF
ISHARES TR
|
Preferred | 0.40% | 0.47% |
#33
4
Prev: #29
|
0.7 |
—
|
-678 | -0.2% |
P
S
|
284,867 | $8,685,602 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SHY
ISHARES TR
|
ETF | 0.39% | 0.43% |
#34
2
Prev: #32
|
2.2 |
—
|
9,984 | 10.5% |
P
S
|
104,938 | $8,616,436 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.38% | 0.35% |
#35
2
Prev: #37
|
2.2 |
—
|
2,172 | 12.5% |
P
S
|
19,549 | $8,222,309 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.36% | 0.29% |
#36
3
Prev: #39
|
0.6 |
—
|
340 | 2.1% |
P
S
|
16,282 | $7,790,700 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.34% | 0.42% |
#37
4
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
182,000 | $7,540,260 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.34% | 0.45% |
#38
8
Prev: #30
|
0.6 |
—
|
-1,278 | -8.8% |
P
S
|
13,190 | $7,429,720 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
TLH
ISHARES TR
|
ETF | 0.32% | 0.39% |
#39
5
Prev: #34
|
0.6 |
—
|
-214 | -0.3% |
P
S
|
70,568 | $7,081,515 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.31% | 0.30% |
#40
2
Prev: #38
|
2.1 |
—
|
10,745 | 12.6% |
P
S
|
95,901 | $6,832,951 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.27% | 0.25% |
#41
2
Prev: #43
|
2.1 |
—
|
2,664 | 12.8% |
P
S
|
23,439 | $5,898,228 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.24% | 0.27% |
#42
1
Prev: #41
|
0.6 |
—
|
442 | 2.2% |
P
S
|
20,743 | $5,268,006 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.24% | 0.22% |
#43
6
Prev: #49
|
3.1 |
—
|
4,897 | 52.5% |
P
S
|
14,217 | $5,237,258 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.22% | 0.20% |
#44
8
Prev: #52
|
0.6 |
—
|
-113 | -0.9% |
P
S
|
13,096 | $4,894,522 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.22% | 0.25% |
#45
3
Prev: #42
|
0.6 |
—
|
-495 | -1.3% |
P
S
|
37,088 | $4,797,136 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.21% | 0.20% |
#46
7
Prev: #53
|
0.6 |
—
|
-348 | -5.1% |
P
S
|
6,464 | $4,654,339 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.21% | 0.12% |
#47
27
Prev: #74
|
0.6 |
—
|
310 | 3.1% |
P
S
|
10,468 | $4,538,821 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.21% | 0.07% |
#48
57
Prev: #105
|
2.1 |
—
|
1,118 | 16.9% |
P
S
|
7,735 | $4,493,339 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PAA
PLAINS ALL AMER...
|
Energy | 0.20% | 0.23% |
#49
4
Prev: #45
|
0.6 |
—
|
8,117 | 4.2% |
P
S
|
200,924 | $4,472,568 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.20% | 0.24% |
#50
6
Prev: #44
|
0.6 |
—
|
-29 | -0.3% |
P
S
|
8,689 | $4,462,437 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-50 of 663 holdings