ANGELES WEALTH MANAGEMENT, LLC

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CIK 1929170

13F portfolio (2026-Q1)

$1.8B

Positions

524

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

524

Top 5

41.5%

Top 10

58.3%

Effective N

21.7

HHI

0.046

This quarter

95 new · 0 exit →

By sector

Unclassified72.4%

Information Technology9.7%

Consumer Discretionary3.9%

Financials3.6%

Communication Services2.7%

Industrials2.4%

Health Care2.1%

Energy1.3%

Other1.8%

By market cap

Unknown73.5%

Mega (>$200B)17.9%

Large ($10–200B)7.7%

Mid ($2–10B)0.7%

Small ($300M–2B)0.3%

Micro (<$300M)0.0%

By region

Other72.4%

North America26.7%

Asia-Pacific0.6%

Europe0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	73.09%	203
Semiconductors & Semiconductor Equipment	3.20%	13
Technology Hardware & Equipment	3.16%	15
Specialty Retail	2.72%	16
Software	2.66%	20
Software & IT Services	2.40%	11
Pharmaceuticals & Biotechnology	1.64%	22
Banks	1.33%	23
Commercial Services & Supplies	1.30%	13
Oil, Gas & Consumable Fuels	1.28%	18
Machinery	0.69%	16
Capital Markets	0.64%	14
Aerospace & Defense	0.52%	9
Automobiles & Components	0.49%	7
Utilities	0.43%	15
Chemicals	0.39%	8
Electrical Equipment & Components	0.39%	3
Health Care Equipment & Supplies	0.36%	11
Insurance	0.28%	9
Construction & Engineering	0.28%	3
Beverages	0.28%	4
Equity Real Estate Investment Trusts (REITs)	0.27%	11
Hotels, Restaurants & Leisure	0.24%	7
Textiles, Apparel & Luxury Goods	0.23%	3
Media & Entertainment	0.22%	4
Road & Rail	0.18%	4
Communications Equipment	0.18%	3
Metals & Mining	0.15%	7
Distributors	0.14%	7
Household Durables	0.13%	3
Diversified Telecommunication Services	0.13%	3
Tobacco	0.13%	2
Health Care Providers & Services	0.11%	2
Construction Materials	0.09%	3
Life Sciences Tools & Services	0.06%	3
Transportation Infrastructure	0.06%	1
Entertainment	0.06%	1
Airlines	0.03%	1
Media & Publishing	0.03%	1
Food & Staples Retailing	0.02%	1
Real Estate Management & Development	0.01%	2
Marine	0.01%	1
Professional Services	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MGK	Vanguard Mega Cap Growth ETF	Unclassified	11.42%
2	VT	VANGUARD INTL EQUITY INDEX F	Unclassified	11.08%
3	VXUS	VANGUARD STAR FDS	Unclassified	6.89%
4	SPYV	SPDR SERIES TRUST	Unclassified	6.77%
5	VOO	VANGUARD INDEX FDS	Unclassified	5.34%
6	MUB	ISHARES TR	Unclassified	4.43%
7	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	3.74%
8	VGK	VANGUARD INTL EQUITY INDEX F	Unclassified	3.50%
9	VTV	VANGUARD INDEX FDS	Unclassified	2.65%
10	AAPL	Apple Inc.	Information Technology	2.52%

322/524 names classified · sector 27.6% of weight · industry 26.9% · mkt cap 26.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 17 quarters

Information TechnologyMSFT, AAPL, NVDA, TMO, AVGO · other

FinancialsARES, BRK.B, V, JPM, UNH · other

Consumer DiscretionaryAMZN, COST, HD, SHW, CTAS · other

IndustrialsPWR, UNP, BABA, BALL, NOC · other

Health CareMRK, JNJ, LLY, NVO, ZTS · other

Communication ServicesGOOG, GOOGL, META, NFLX, DIS · other

MaterialsCL, NKE, LIN, CF, AA · other

EnergyXOM, CVX, COP, MPC, PAA · other

Consumer StaplesPEP, HSY, KO, PM, MO · other

Real EstateSAFE, PLD, SBAC, BOC, RHP · other

UtilitiesEPD, LNG, NEE, DUK, WMB · other

UnclassifiedMGK, VT, SPYV, VXUS, VOO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 27.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 25% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (269 classified)ANGELES WEALTH MANAGEMENT, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsHealth CareEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for ANGELES WEALTH MANAGEMENT, LLC: centroid Large Core. Heaviest cells: Large Growth 11.9%, Large Core 6.8%, Large Value 3.4%.

Classified: 25.1% of book weight (269/519 names) · unclassified 74.9%: MGK, VT, VXUS, SPYV, VOO, MUB, SCHG, VGK, VTV, SPY +240 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 524 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	MGKVanguard Mega Cap Growth ETF	571,184	$210M	11.4%	TRIM −3%
2	VTVANGUARD INTL EQUITY INDEX F	1,472,738	$204M	11.1%	ADD 3%
3	VXUSVANGUARD STAR FDS	1,643,243	$127M	6.9%	ADD 18%
4	SPYVSPDR SERIES TRUST	2,198,037	$124M	6.8%	ADD 6%
5	VOOVANGUARD INDEX FDS	164,274	$98M	5.3%	HOLD
6	MUBISHARES TR	767,535	$81M	4.4%	ADD 9%
7	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	2,359,736	$69M	3.7%	HOLD
8	VGKVANGUARD INTL EQUITY INDEX F	780,382	$64M	3.5%	ADD 6%
9	VTVVANGUARD INDEX FDS	248,466	$49M	2.7%	TRIM −2%
10	AAPLAPPLE INC	182,360	$46M	2.5%	ADD 9%
11	SPYSTATE STR SPDR S&P 500 ETF T	55,248	$36M	2.0%	HOLD
12	MSFTMICROSOFT CORP	97,065	$36M	2.0%	HOLD
13	NVDANVIDIA CORPORATION	169,540	$30M	1.6%	ADD 14%
14	EWJISHARES INC	341,655	$29M	1.6%	ADD 5%
15	SJNKSPDR SERIES TRUST	1,088,356	$27M	1.5%	ADD 7%
16	URTHISHARES INC	117,701	$21M	1.2%	TRIM −4%
17	AMZNAMAZON COM INC	99,876	$21M	1.1%	ADD 25%
18	VYMVANGUARD WHITEHALL FDS	123,124	$18M	1.0%	HOLD
19	GOOGLALPHABET INC	63,279	$18M	1.0%	ADD 30%
20	VTIVANGUARD INDEX FDS	52,105	$17M	0.9%	TRIM −7%
21	IXUSISHARES TR	178,509	$15M	0.8%	TRIM −2%
22	GOOGALPHABET INC	52,710	$15M	0.8%	ADD 8%
23	AVGOBROADCOM INC	42,884	$13M	0.7%	ADD 9%
24	BRK.BBERKSHIRE HATHAWAY INC DEL	24,859	$12M	0.6%	ADD 11%
25	VUGVANGUARD INDEX FDS	25,883	$11M	0.6%	HOLD
26	COSTCOSTCO WHSL CORP NEW	10,785	$11M	0.6%	ADD 6%
27	JPMJPMORGAN CHASE & CO	35,718	$11M	0.6%	ADD 5%
28	BKLNINVESCO EXCH TRADED FD TR II	445,052	$9M	0.5%	ADD 9%
29	PFFISHARES TR	285,545	$9M	0.5%	ADD 9%
30	METAMETA PLATFORMS INC	14,468	$8M	0.5%	ADD 11%
31	VVISA INC	27,376	$8M	0.5%	ADD 6%
32	SHYISHARES TR	94,954	$8M	0.4%	TRIM −13%
33	IDVISHARES TR	182,000	$8M	0.4%	HOLD
34	TLHISHARES TR	70,782	$7M	0.4%	ADD 8%
35	LLYELI LILLY & CO	7,458	$7M	0.4%	ADD 11%
36	EFAISHARES TR	69,683	$7M	0.4%	HOLD
37	TSLATESLA INC	17,377	$6M	0.4%	ADD 50%
38	VEAVANGUARD TAX-MANAGED FDS	85,156	$5M	0.3%	ADD 5%
39	TSMTAIWAN SEMICONDUCTOR MFG LTD	15,942	$5M	0.3%	TRIM −3%
40	XOMEXXON MOBIL CORP	31,530	$5M	0.3%	ADD 10%
41	JNJJOHNSON & JOHNSON	20,301	$5M	0.3%	ADD 7%
42	MRKMERCK & CO INC	37,583	$5M	0.2%	ADD 9%
43	ABBVABBVIE INC	20,775	$5M	0.2%	ADD 2%
44	MAMASTERCARD INCORPORATED	8,718	$4M	0.2%	ADD 11%
45	PAAPLAINS ALL AMERN PIPELINE L	192,807	$4M	0.2%	NEW
46	HDHOME DEPOT INC	12,866	$4M	0.2%	TRIM −5%
47	VYMIVANGUARD WHITEHALL FDS	44,000	$4M	0.2%	HOLD
48	WFCWELLS FARGO CO NEW	50,683	$4M	0.2%	ADD 4%
49	GLDSPDR GOLD TR	9,320	$4M	0.2%	ADD 327%
50	SHWSHERWIN WILLIAMS CO	12,152	$4M	0.2%	HOLD
51	BABAALIBABA GROUP HLDG LTD	30,321	$4M	0.2%	HOLD
52	GEGE AEROSPACE	13,209	$4M	0.2%	ADD 13%
53	PWRQUANTA SVCS INC	6,812	$4M	0.2%	HOLD
54	VWOVANGUARD INTL EQUITY INDEX F	68,488	$4M	0.2%	HOLD
55	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$4M	0.2%	HOLD
56	CVXCHEVRON CORP NEW	15,785	$3M	0.2%	ADD 21%
57	WMTWALMART INC	24,725	$3M	0.2%	ADD 13%
58	PEPPEPSICO INC	19,367	$3M	0.2%	ADD 3%
59	GEVGE VERNOVA INC	3,384	$3M	0.2%	ADD 7%
60	NFLXNETFLIX INC	28,897	$3M	0.2%	ADD 9%
61	CTASCINTAS CORP	16,402	$3M	0.2%	HOLD
62	IWFISHARES TR	6,487	$3M	0.2%	TRIM −8%
63	SCHBSCHWAB STRATEGIC TR	108,801	$3M	0.1%	HOLD
64	RTXRTX CORPORATION	13,777	$3M	0.1%	ADD 9%
65	MUMICRON TECHNOLOGY INC	7,346	$2M	0.1%	ADD 14%
66	TMOTHERMO FISHER SCIENTIFIC INC	4,914	$2M	0.1%	HOLD
67	IVVISHARES TR	3,646	$2M	0.1%	TRIM −3%
68	CLCOLGATE PALMOLIVE CO	27,782	$2M	0.1%	ADD 6%
69	CSCOCISCO SYS INC	29,520	$2M	0.1%	ADD 12%
70	TJXTJX COS INC NEW	14,205	$2M	0.1%	ADD 5%
71	MCDMCDONALDS CORP	7,293	$2M	0.1%	ADD 5%
72	BACBANK AMERICA CORP	45,844	$2M	0.1%	ADD 4%
73	ISRGINTUITIVE SURGICAL INC	4,763	$2M	0.1%	ADD 3%
74	LRCXLAM RESEARCH CORP	10,158	$2M	0.1%	ADD 25%
75	SUBISHARES TR	20,218	$2M	0.1%	TRIM −47%
76	UNPUNION PAC CORP	8,784	$2M	0.1%	ADD 3%
77	WHRWHIRLPOOL CORP	38,697	$2M	0.1%	ADD 197%
78	FOXFFOX FACTORY HLDG CORP	120,316	$2M	0.1%	ADD 27%
79	FNDXSCHWAB STRATEGIC TR	70,728	$2M	0.1%	ADD 5%
80	PAGPPLAINS GP HLDGS L P	80,894	$2M	0.1%	HOLD
81	SCHFSCHWAB STRATEGIC TR	79,348	$2M	0.1%	ADD 3%
82	QCOMQUALCOMM INC	14,661	$2M	0.1%	ADD 25%
83	ETNEATON CORP PLC	5,188	$2M	0.1%	ADD 16%
84	AVPTAVEPOINT INC	187,493	$2M	0.1%	NEW
85	MCOMOODYS CORP	4,007	$2M	0.1%	HOLD
86	IVWISHARES TR	14,345	$2M	0.1%	HOLD
87	AMATAPPLIED MATLS INC	4,721	$2M	0.1%	HOLD
88	PMPHILIP MORRIS INTL INC	9,671	$2M	0.1%	ADD 13%
89	FRDMEA SERIES TRUST	29,257	$2M	0.1%	HOLD
90	IWMISHARES TR	6,428	$2M	0.1%	HOLD
91	BXBLACKSTONE INC	13,076	$2M	0.1%	HOLD
92	IWDISHARES TR	6,966	$1M	0.1%	HOLD
93	KOCOCA COLA CO	19,251	$1M	0.1%	ADD 12%
94	NOWSERVICENOW INC	14,018	$1M	0.1%	ADD 56%
95	GSGOLDMAN SACHS GROUP INC	1,731	$1M	0.1%	HOLD
96	EVREVERCORE INC	4,892	$1M	0.1%	HOLD
97	LINLINDE PLC	2,918	$1M	0.1%	ADD 9%
98	CMICUMMINS INC	2,638	$1M	0.1%	HOLD
99	COPCONOCOPHILLIPS	10,740	$1M	0.1%	ADD 13%
100	HCAHCA HEALTHCARE INC	2,994	$1M	0.1%	ADD 4%
101	FFORD MTR CO	117,882	$1M	0.1%	ADD 4%
102	ADIANALOG DEVICES INC	4,275	$1M	0.1%	HOLD
103	ORCLORACLE CORP	9,238	$1M	0.1%	ADD 30%
104	LBRTLIBERTY ENERGY INC	46,860	$1M	0.1%	NEW
105	AMDADVANCED MICRO DEVICES INC	6,617	$1M	0.1%	ADD 11%
106	PLTRPALANTIR TECHNOLOGIES INC	9,008	$1M	0.1%	ADD 17%
107	VIGVANGUARD SPECIALIZED FUNDS	6,009	$1M	0.1%	HOLD
108	BMYBRISTOL-MYERS SQUIBB CO	20,951	$1M	0.1%	HOLD
109	MSMORGAN STANLEY	7,670	$1M	0.1%	ADD 19%
110	IJHISHARES TR	18,675	$1M	0.1%	TRIM −19%
111	CRICARTERS INC	35,260	$1M	0.1%	TRIM −50%
112	LMTLOCKHEED MARTIN CORP	2,086	$1M	0.1%	ADD 7%
113	CATCATERPILLAR INC	1,777	$1M	0.1%	ADD 23%
114	PGPROCTER AND GAMBLE CO	8,664	$1M	0.1%	ADD 5%
115	IBMINTERNATIONAL BUSINESS MACHS	5,115	$1M	0.1%	ADD 10%
116	QQQINVESCO QQQ TR	2,137	$1M	0.1%	TRIM −3%
117	WMWASTE MGMT INC DEL	5,348	$1M	0.1%	ADD 7%
118	PIIPOLARIS INC	22,498	$1M	0.1%	HOLD
119	CPNGCOUPANG INC	64,037	$1M	0.1%	ADD 3%
120	XLESELECT SECTOR SPDR TR	19,392	$1M	0.1%	TRIM −3%
121	IAUISHARES GOLD TR	13,334	$1M	0.1%	ADD 3%
122	AXPAMERICAN EXPRESS CO	3,882	$1M	0.1%	ADD 8%
123	BLKBLACKROCK INC	1,219	$1M	0.1%	HOLD
124	IDEVISHARES TR	13,983	$1M	0.1%	HOLD
125	APHAMPHENOL CORP	9,078	$1M	0.1%	ADD 10%
126	PGRPROGRESSIVE CORP	5,756	$1M	0.1%	HOLD
127	EPDENTERPRISE PRODS PARTNERS L	29,957	$1M	0.1%	TRIM −3%
128	RSGREPUBLIC SVCS INC	5,150	$1M	0.1%	HOLD
129	STXSEAGATE TECHNOLOGY HLDNGS PL	2,860	$1M	0.1%	TRIM −23%
130	ABTABBOTT LABS	10,793	$1M	0.1%	TRIM −13%
131	SCHWSCHWAB CHARLES CORP	11,670	$1M	0.1%	ADD 10%
132	IEFAISHARES TR	12,042	$1M	0.1%	TRIM −6%
133	BKNGBOOKING HOLDINGS INC	258	$1M	0.1%	ADD 11%
134	MSIMOTOROLA SOLUTIONS INC	2,491	$1M	0.1%	ADD 4%
135	VGTVANGUARD WORLD FD	1,547	$1M	0.1%	HOLD
136	PSXPHILLIPS 66	5,909	$1M	0.1%	ADD 7%
137	DHRDANAHER CORP DEL	5,590	$1M	0.1%	TRIM −3%
138	DISDISNEY WALT CO	10,997	$1M	0.1%	TRIM −4%
139	ASMLASML HOLDING N V	798	$1M	0.1%	ADD 127%
140	ILFISHARES TR	29,074	$1M	0.1%	NEW
141	LOWLOWES COS INC	4,347	$1M	0.1%	ADD 6%
142	ECGEVERUS CONSTR GROUP	8,628	$1M	0.1%	HOLD
143	ARESARES MANAGEMENT CORPORATION	9,308	$1M	0.1%	ADD 3%
144	NEENEXTERA ENERGY INC	10,903	$1M	0.1%	ADD 18%
145	CITHE CIGNA GROUP	3,772	$1M	0.1%	TRIM −52%
146	CRMSALESFORCE INC	5,330	$994,951	0.1%	ADD 13%
147	DUKDUKE ENERGY CORP NEW	7,532	$986,240	0.1%	ADD 6%
148	ACNACCENTURE PLC IRELAND	4,846	$960,913	0.1%	HOLD
149	WMBWILLIAMS COS INC	13,078	$951,834	0.1%	ADD 4%
150	PANWPALO ALTO NETWORKS INC	5,840	$936,269	0.1%	ADD 39%
151	UBERUBER TECHNOLOGIES INC	12,912	$928,760	0.1%	TRIM −40%
152	ADBEADOBE INC	3,772	$916,898	0.0%	ADD 46%
153	HOODROBINHOOD MKTS INC	13,146	$911,018	0.0%	HOLD
154	IEMGISHARES INC	12,892	$899,230	0.0%	ADD 13%
155	TAT&T INC	30,978	$898,052	0.0%	ADD 17%
156	NBSDNEUBERGER BERMAN ETF TRUST	17,293	$876,928	0.0%	HOLD
157	UNHUNITEDHEALTH GROUP INC	3,142	$850,078	0.0%	HOLD
158	CRWDCROWDSTRIKE HLDGS INC	2,169	$846,799	0.0%	ADD 89%
159	IJRISHARES TR	6,811	$846,675	0.0%	TRIM −7%
160	INTCINTEL CORP	19,107	$843,204	0.0%	HOLD
161	TXNTEXAS INSTRS INC	4,339	$842,373	0.0%	ADD 13%
162	SILJAMPLIFY ETF TR	27,928	$830,020	0.0%	HOLD
163	TMUST-MOBILE US INC	3,950	$829,619	0.0%	ADD 2%
164	GILDGILEAD SCIENCES INC	5,936	$827,300	0.0%	ADD 42%
165	AMGNAMGEN INC	2,350	$826,794	0.0%	ADD 16%
166	VLOVALERO ENERGY CORP	3,187	$787,419	0.0%	ADD 11%
167	GRWTCW ETF TRUST	28,350	$779,772	0.0%	NEW
168	IDXXIDEXX LABS INC	1,383	$777,094	0.0%	ADD 17%
169	IWRISHARES TR	7,941	$772,103	0.0%	HOLD
170	CCITIGROUP INC	6,681	$757,692	0.0%	ADD 15%
171	MOALTRIA GROUP INC	11,093	$743,780	0.0%	ADD 13%
172	FCXFREEPORT MCMORAN INC	12,607	$741,054	0.0%	ADD 155%
173	VZVERIZON COMMUNICATIONS INC	14,372	$721,474	0.0%	ADD 25%
174	MDUMDU RES GROUP INC	34,549	$720,692	0.0%	HOLD
175	SPYGSPDR SERIES TRUST STATE STREET SPD	7,354	$720,060	0.0%	HOLD
176	DEDEERE & CO	1,271	$718,012	0.0%	ADD 12%
177	KNFKNIFE RIVER CORP	8,661	$707,171	0.0%	HOLD
178	SAFESAFEHOLD INC	51,252	$702,511	0.0%	HOLD
179	VOVANGUARD INDEX FDS	2,415	$693,606	0.0%	ADD 6%
180	NKENIKE INC	12,756	$679,018	0.0%	TRIM −4%
181	HONHONEYWELL INTL INC	2,982	$674,021	0.0%	ADD 7%
182	GLWCORNING INC	4,910	$667,613	0.0%	HOLD
183	SPOTSPOTIFY TECHNOLOGY S A	1,366	$662,387	0.0%	ADD 259%
184	RBCRBC BEARINGS INC	1,219	$662,063	0.0%	TRIM −16%
185	NVSNOVARTIS AG	4,286	$654,756	0.0%	ADD 34%
186	SYKSTRYKER CORPORATION	1,986	$654,328	0.0%	ADD 4%
187	MCKMCKESSON CORP	755	$653,904	0.0%	ADD 33%
188	MMM3M CO	4,407	$640,030	0.0%	HOLD
189	XLFSELECT SECTOR SPDR TR	12,942	$638,925	0.0%	ADD 22%
190	BNYBANK NEW YORK MELLON CORP	5,372	$637,273	0.0%	ADD 20%
191	ECLECOLAB INC	2,384	$635,688	0.0%	ADD 5%
192	TOSTTOAST INC	23,949	$634,888	0.0%	ADD 4%
193	CBCHUBB LIMITED	1,931	$631,215	0.0%	ADD 14%
194	KMIKINDER MORGAN INC DEL	18,776	$629,555	0.0%	ADD 3%
195	SBUXSTARBUCKS CORP	6,951	$622,713	0.0%	ADD 15%
196	ZIONZIONS BANCORPORATION N A	10,705	$616,822	0.0%	HOLD
197	SHELSHELL PLC	6,611	$614,823	0.0%	ADD 44%
198	VRTXVERTEX PHARMACEUTICALS INC	1,376	$614,439	0.0%	ADD 18%
199	AVUSAMERICAN CENTY ETF TR	5,505	$612,046	0.0%	HOLD
200	WELLWELLTOWER INC	3,095	$611,948	0.0%	ADD 66%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MGKVanguard Mega Cap Growth ETF

519K

534K

575K

579K

589K

571K

$210M

VTVANGUARD INTL EQUITY INDEX F

1.2M

1.3M

1.4M

1.5M

$204M

VXUSVANGUARD STAR FDS

1.1M

1.2M

1.3M

1.4M

1.6M

$127M

SPYVSPDR SERIES TRUST

1.8M

1.9M

1.8M

1.9M

2.1M

2.2M

$124M

VOOVANGUARD INDEX FDS

139K

143K

138K

140K

163K

164K

$98M

MUBISHARES TR

424K

217K

581K

666K

703K

768K

$81M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

2.0M

2.7M

2.1M

2.2M

2.3M

2.4M

$69M

VGKVANGUARD INTL EQUITY INDEX F

417K

444K

658K

699K

737K

780K

$64M

VTVVANGUARD INDEX FDS

185K

183K

268K

266K

254K

248K

$49M

AAPLAPPLE INC

130K

133K

140K

149K

168K

182K

$46M

SPYSTATE STR SPDR S&P 500 ETF T

44K

47K

55K

$36M

MSFTMICROSOFT CORP

78K

85K

89K

98K

97K

$36M

NVDANVIDIA CORPORATION

93K

101K

115K

140K

149K

170K

$30M

EWJISHARES INC

265K

281K

294K

308K

327K

342K

$29M

SJNKSPDR SERIES TRUST

753K

776K

781K

905K

1.0M

1.1M

$27M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆ANGELES WEALTH MANAGEMENT, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 524 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

ANGELES WEALTH MANAGEMENT, LLC