Angeles Wealth Management, LLC reported 371 positions worth $642.26M for the quarter ended Sep 30, 2026, down 0.4% on the prior quarter. It opened 17 new positions, added to 97, trimmed 238 and exited 39. Its largest holding is Apple Inc. at 9.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +9,562 | – | $1.44M | 0.225% |
| WHR Whirlpool Corp | +25.9K | +66.2% | $795.81K | 0.311% |
| DASH DoorDash, Inc. | +2,927 | +119.5% | $537.25K | 0.154% |
| ABVX Abivax S.A. | +5,017 | – | $496.78K | 0.077% |
| APH Amphenol Corp | +5,674 | +20.6% | $479.02K | 0.436% |
| FIG Figma, Inc. | +20.0K | – | $420.40K | 0.065% |
| EOLS Evolus, Inc. | +52.0K | +49.2% | $415.64K | 0.196% |
| RSG Republic Services, Inc. | +1,717 | +26.0% | $360.35K | 0.272% |
| MDLZ Mondelez International, Inc. | +5,326 | +133.9% | $310.72K | 0.085% |
| IAU Ishares Gold Trust | +3,672 | +27.5% | $286.78K | 0.207% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -5,869 | -3.0% | $1.95M | 9.73% |
| AMZN Amazon Com Inc | -6,105 | -5.2% | $1.52M | 4.36% |
| GOOGL Alphabet Inc. | -3,901 | -5.4% | $1.34M | 3.68% |
| VLO Valero Energy Corp | -3,143 | -52.7% | $1.22M | 0.17% |
| AVPT AvePoint, Inc. | -84.4K | -45.0% | $1.19M | 0.226% |
| MSFT Microsoft Corp | -2,031 | -2.0% | $1.04M | 8.07% |
| PSA Public Storage | -2,828 | -100.0% | $900.18K | Exited |
| NVDA Nvidia Corp | -3,270 | -1.8% | $747.59K | 6.19% |
| AMAT Applied Materials Inc | -1,460 | -24.8% | $746.61K | 0.352% |
| NU Nu Holdings Ltd. | -47.1K | -100.0% | $629.60K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +9,562 | $1.44M | 0.225% |
| ABVX Abivax S.A. | +5,017 | $496.78K | 0.077% |
| FIG Figma, Inc. | +20.0K | $420.40K | 0.065% |
| AVAV AeroVironment Inc | +2,002 | $284.72K | 0.044% |
| SPSC Sps Commerce Inc | +3,395 | $279.88K | 0.044% |
| ELV Elevance Health, Inc. | +706 | $274.51K | 0.043% |
| TWLO Twilio Inc | +877 | $256.49K | 0.04% |
| MANH Manhattan Associates Inc | +1,257 | $249.77K | 0.039% |
| AZTA Azenta, Inc. | +7,069 | $246.64K | 0.038% |
| SHG Shinhan Financial Group Co Ltd | +2,731 | $212.12K | 0.033% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PSA Public Storage | -2,828 | $900.18K | 0.14% |
| NU Nu Holdings Ltd. | -47.1K | $629.60K | 0.098% |
| APP AppLovin Corp | -926 | $477.10K | 0.074% |
| TECH BIO-TECHNE Corp | -6,237 | $440.64K | 0.068% |
| TTD Trade Desk, Inc. | -23.4K | $422.82K | 0.066% |
| HONA Honeywell Aerospace Inc. | -1,570 | $346.99K | 0.054% |
| HON Honeywell International Inc | -1,495 | $334.62K | 0.052% |
| RAMP LiveRamp Holdings, Inc. | -8,887 | $334.51K | 0.052% |
| HESM Hess Midstream LP | -8,300 | $312.08K | 0.048% |
| UPS United Parcel Service Inc | -2,781 | $298.96K | 0.046% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 187.7K | $62.52M | 9.73% | -5,869 | -3.0% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 101.0K | $51.82M | 8.07% | -2,031 | -2.0% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 173.8K | $39.73M | 6.19% | -3,270 | -1.8% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 112.4K | $28.01M | 4.36% | -6,105 | -5.2% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 68.6K | $23.62M | 3.68% | -3,901 | -5.4% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 57.8K | $19.69M | 3.07% | -341 | -0.6% | Reduced | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 43.6K | $15.32M | 2.39% | -1,329 | -3.0% | Reduced | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 26.1K | $12.99M | 2.02% | -593 | -2.2% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 36.8K | $12.19M | 1.9% | -1,252 | -3.3% | Reduced | 0% |
| 10 | V Visa Inc. | Financial Services | 31.0K | $11.16M | 1.74% | -257 | -0.8% | Reduced | 0% |
| 11 | COST Costco Wholesale Corp | Consumer Staples | 11.2K | $10.21M | 1.59% | -258 | -2.2% | Reduced | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 13.0K | $9.41M | 1.47% | -215 | -1.6% | Reduced | 0% |
| 13 | MU Micron Technology Inc | Technology | 8,552 | $9.11M | 1.42% | -22 | -0.3% | Reduced | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 7,768 | $8.99M | 1.4% | -158 | -2.0% | Reduced | 0% |
| 15 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 16.2K | $7.41M | 1.15% | -75 | -0.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Angeles Wealth Management.
As of its Q3 2026 13F filing, Angeles Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 9.7%, Microsoft Corp (MSFT) at 8.1%, Nvidia Corp (NVDA) at 6.2%, Amazon Com Inc (AMZN) at 4.4%, Alphabet Inc. (GOOGL) at 3.7% of the reported portfolio.
Angeles Wealth Management, LLC reported a 13F portfolio worth $642.26M across 371 positions for Q3 2026. That is down 0.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.44M), Whirlpool Corp ($795.81K), DoorDash, Inc. ($537.25K). It opened 17 new positions.
Its largest sales by value were Apple Inc. ($1.95M), Amazon Com Inc ($1.52M), Alphabet Inc. ($1.34M). It exited 39 positions entirely.
From the Form 13F-HR reports Angeles Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.