13F Filings History of ANGELES WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,813,597,164
Signature - Title
Edward Lowndes - Chief Compliance Officer
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by ANGELES WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ANGELES WEALTH MANAGEMENT, LLC reported 465 stock holdings with total value $1,813,597,164 as of Q4 2025. Top holdings included MGK, VT, SPYV, VXUS, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 465 $1,813,597,164 +$203,218,945 -$50,053,437 +$153,165,508 MGK, VT, SPYV, VXUS, VOO 13F-HR 17 Feb 2026, 16:18
Q3 2025 407 $1,630,903,978 +$89,161,097 -$15,755,591 +$73,405,506 MGK, VT, SPYV, VXUS, VOO 13F-HR 12 Nov 2025, 09:46
Q2 2025 428 $1,457,892,610 +$167,165,323 -$37,376,256 +$129,789,067 MGK, VT, SPYV, VXUS, VOO 13F-HR 29 Jul 2025, 09:43
Q1 2025 367 $1,203,597,974 +$69,359,625 -$35,554,725 +$33,804,900 MGK, VT, SPYV, VOO, VXUS 13F-HR 07 May 2025, 09:57
Q4 2024 369 $1,213,267,092 +$113,600,725 -$25,237,229 +$88,363,496 MGK, VT, SPYV, VOO, VXUS 13F-HR 28 Jan 2025, 17:09
Q3 2024 328 $1,161,047,424 +$141,948,648 -$98,768,085 +$43,180,563 MGK, VT, SPYV, VOO, VXUS 13F-HR 29 Oct 2024, 15:06
Q2 2024 305 $1,065,535,672 +$70,660,774 -$22,969,144 +$47,691,630 MGK, VT, SPYV, VOO, VXUS 13F-HR 07 Aug 2024, 17:09
Q1 2024 296 $999,670,396 +$148,988,150 -$29,069,569 +$119,918,581 MGK, VT, SPYV, VOO, VXUS 13F-HR 08 May 2024, 14:17
Q4 2023 258 $820,775,166 +$50,786,796 -$9,783,296 +$41,003,500 MGK, VT, SPYV, VOO, VXUS 13F-HR 13 Feb 2024, 16:21
Q3 2023 223 $707,832,092 +$55,794,495 -$57,416,681 -$1,622,186 MGK, VT, SPYV, VOO, VXUS 13F-HR 27 Oct 2023, 16:56
Q2 2023 216 $733,669,562 +$61,371,843 -$39,064,838 +$22,307,005 MGK, VT, VXUS, SPYV, SUB 13F-HR 10 Aug 2023, 16:58
Q1 2023 205 $672,232,636 +$90,582,774 -$27,891,780 +$62,690,994 VT, MGK, VXUS, SUB, SPYV 13F-HR 11 May 2023, 15:58
Q4 2022 211 $571,337,207 +$65,921,062 -$33,408,846 +$32,512,216 VT, MGK, SUB, SPYV, VTV 13F-HR 14 Feb 2023, 16:49
Q3 2022 212 $505,121,000 +$67,532,487 -$32,611,432 +$34,921,055 MGK, VT, VXUS, SUB, SPYV 13F-HR 03 Nov 2022, 12:01
Q2 2022 197 $500,644,000 +$123,063,345 -$63,123,279 +$59,940,066 MGK, VXUS, VTV, VT, SUB 13F-HR 04 Aug 2022, 15:07
Q1 2022 192 $528,455,000 $0 $0 $0 MGK, SPYV, VT, VXUS, VOO 13F-HR 16 May 2022, 16:20