$672 Million is the total value of ANGELES WEALTH MANAGEMENT, LLC's 206 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $10,220,499 | – | 174,590 | +100.0% | 1.52% | – |
| New | LINDE PLC | $1,213,472 | – | 3,414 | +100.0% | 0.18% | – | |
| AXON | New | AXON ENTERPRISE INC | $1,145,836 | – | 5,096 | +100.0% | 0.17% | – |
| ON | New | ON SEMICONDUCTOR CORP | $973,022 | – | 11,820 | +100.0% | 0.14% | – |
| MPC | New | MARATHON PETE CORP | $830,148 | – | 6,157 | +100.0% | 0.12% | – |
| New | AMERICA MOVIL SAB DE CVspon ads rp cl b | $636,594 | – | 30,242 | +100.0% | 0.10% | – | |
| TDG | New | TRANSDIGM GROUP INC | $634,600 | – | 861 | +100.0% | 0.09% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $261,512 | – | 10,097 | +100.0% | 0.04% | – |
| LRCX | New | LAM RESEARCH CORP | $247,036 | – | 466 | +100.0% | 0.04% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $235,819 | – | 287 | +100.0% | 0.04% | – |
| SYK | New | STRYKER CORPORATION | $230,374 | – | 807 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $230,466 | – | 1,239 | +100.0% | 0.03% | – |
| PANW | New | PALO ALTO NETWORKS INC | $229,302 | – | 1,148 | +100.0% | 0.03% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $97,015 | – | 1,618 | +100.0% | 0.01% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $38,814 | – | 1,523 | +100.0% | 0.01% | – |
| IAT | New | ISHARES TRus regnl bks etf | $3,579 | – | 100 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $8 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 7 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 10.3% |
| VANGUARD STAR FDS | 7 | Q3 2023 | 7.8% |
| SPDR SER TR | 7 | Q3 2023 | 10.1% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 7.5% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.4% |
| SPDR SER TR | 7 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 5.6% |
| ARES MANAGEMENT CORPORATION | 7 | Q3 2023 | 3.1% |
View ANGELES WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
View ANGELES WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.