— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

ANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD SUITE 650, SANTA MONICA, CA 90401 • 310-393-6300

Q4 2025 · Filed 2026-02-17
Market Value
$1.8B
+11.2%
Holdings
490
+41
New Purchases
85
Added To
257
Closed
32
Reduced
59
Top 10 Concentration
59.5%
Turnover
23.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VYM 0.98% 0.07% +0.91% $18M
IDV 0.40% 0.00% +0.40% $7M
VOO 5.63% 5.24% +0.39% $102M
AVGO 0.75% 0.41% +0.34% $14M
EFA 0.37% 0.05% +0.32% $7M
GOOGL 0.84% 0.58% +0.26% $15M
GOOG 0.84% 0.62% +0.23% $15M
VYMI 0.22% 0.01% +0.21% $4M
AAPL 2.52% 2.32% +0.20% $46M
SPY 2.08% 1.90% +0.18% $38M
SHY 0.50% 0.35% +0.15% $9M
LLY 0.40% 0.26% +0.14% $7M
SPYV 6.50% 6.40% +0.10% $118M
AMZN 1.02% 0.93% +0.09% $18M
VWO 0.20% 0.12% +0.09% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARES 0.08% 2.09% -2.01% $1M
MGK 13.43% 14.29% -0.86% $243M
VTV 2.68% 3.05% -0.37% $49M
VT 11.12% 11.44% -0.32% $202M
MSFT 2.62% 2.83% -0.21% $47M
MUB 4.16% 4.35% -0.20% $75M
BABA 0.24% 0.41% -0.17% $4M
COST 0.48% 0.59% -0.11% $9M
IWF 0.18% 0.28% -0.10% $3M
META 0.47% 0.55% -0.08% $9M
IXUS 0.85% 0.93% -0.07% $15M
VUG 0.70% 0.77% -0.07% $13M
NVDA 1.53% 1.60% -0.07% $28M
URTH 1.25% 1.33% -0.07% $23M
SUB 0.22% 0.30% -0.07% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 76.0%
Technology 9.5%
Consumer Cyclical 3.2%
Communication Services 2.7%
Healthcare 2.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $674M 37.2%
Large Cap 321 $1.0B 57.8%
Mid Cap 54 $79M 4.4%
Small Cap 30 $9M 0.5%
Micro Cap 11 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$169.1B
Median Market Cap
$52.5B
Avg P/E
37.3
Median P/E
26.7
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
299
# ETFs / Funds
191

Top Holdings (490 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MGK 13.43% 589,456 $243M $412.77 $10M +10,778 +1.9%
2 VT 11.12% 1,428,931 $202M $141.06 $15M +75,303 +5.6%
3 SPYV 6.50% 2,072,630 $118M $56.81 $13M +186,604 +9.9%
4 VXUS 5.80% 1,392,855 $105M $75.44 $11M +106,115 +8.2%
5 VOO 5.63% 162,688 $102M $627.13 $17M +23,162 +16.6%
6 SCHG 4.21% 2,336,825 $76M $32.62 $7M +157,177 +7.2%
7 MUB 4.16% 702,947 $75M $107.11 $4M +36,449 +5.5%
8 VGK 3.40% 737,382 $62M $83.61 $6M +38,661 +5.5%
9 VTV 2.68% 254,131 $49M $190.99 -$1M -12,194 -4.6%
10 MSFT 2.62% 98,172 $47M $483.62 $1M +9,044 +10.2%
11 AAPL 2.52% 167,839 $46M $271.86 $8M +19,241 +12.9%
12 SPY 2.08% 55,213 $38M $683.70 $7M +8,684 +18.7%
13 NVDA 1.53% 148,929 $28M $186.50 $2M +8,717 +6.2%
14 EWJ 1.46% 326,745 $26M $80.74 $2M +18,988 +6.2%
15 SJNK 1.42% 1,017,170 $26M $25.32 $3M +112,018 +12.4%
16 URTH 1.25% 122,386 $23M $185.77 $1M +3,356 +2.8%
17 VTI 1.04% 56,306 $19M $335.27 $962K +1,712 +3.1%
18 AMZN 1.02% 79,781 $18M $230.82 $3M +10,985 +16.0%
19 VYM 0.98% 123,124 $18M $143.52 $17M +115,215 +1456.8%
20 IXUS 0.85% 182,485 $15M $84.64 $345K -377 -0.2%
21 GOOG 0.84% 48,750 $15M $313.80 $5M +7,528 +18.3%
22 GOOGL 0.84% 48,658 $15M $313.00 $6M +9,462 +24.1%
23 AVGO 0.75% 39,277 $14M $346.10 $7M +19,094 +94.6%
24 VUG 0.70% 25,935 $13M $487.86 $74K -292 -1.1%
25 BRK-B 0.62% 22,407 $11M $502.65 $162K +327 +1.5%
26 JPM 0.60% 33,940 $11M $322.22 $2M +5,193 +18.1%
27 SHY 0.50% 109,626 $9M $82.82 $3M +41,266 +60.4%
28 V 0.50% 25,793 $9M $350.72 $882K +1,878 +7.8%
29 COST 0.48% 10,141 $9M $862.31 -$893K -271 -2.6%
30 BKLN 0.48% 409,980 $9M $21.00 $1M +49,013 +13.6%
31 META 0.47% 12,998 $9M $660.08 -$428K +732 +6.0%
32 PFF 0.45% 262,543 $8M $30.96 $701K +27,644 +11.8%
33 LLY 0.40% 6,726 $7M $1,074.68 $3M +1,255 +22.9%
34 IDV 0.40% 182,000 $7M $39.45 +182,000 NEW
35 EFA 0.37% 69,572 $7M $96.03 $6M +60,423 +660.4%
36 TLH 0.37% 65,406 $7M $101.67 $2M +16,613 +34.0%
37 TSLA 0.29% 11,561 $5M $449.72 $424K +824 +7.7%
38 VEA 0.28% 81,243 $5M $62.47 $43K -2,748 -3.3%
39 TSM 0.28% 16,520 $5M $304.66 $1M +2,708 +19.6%
40 HD 0.26% 13,553 $5M $344.10 -$471K +881 +7.0%
41 ABBV 0.26% 20,363 $5M $228.50 $1M +5,477 +36.8%
42 WFC 0.25% 48,567 $5M $93.20 $702K +2,940 +6.4%
43 MA 0.25% 7,852 $4M $570.88 $555K +947 +13.7%
44 BABA 0.24% 30,102 $4M $146.58 -$2M -7,635 -20.2%
45 SUB 0.22% 38,115 $4M $106.70 -$742K -6,919 -15.4%
46 VYMI 0.22% 44,000 $4M $90.00 $4M +41,398 +1591.0%
47 JNJ 0.22% 18,991 $4M $206.95 $997K +3,170 +20.0%
48 SHW 0.22% 12,106 $4M $324.03 -$321K -149 -1.2%
49 BRK-A 0.21% 5 $4M $754,800.00 $3K
50 VWO 0.20% 68,327 $4M $53.76 $2M +33,202 +94.5%
51 MRK 0.20% 34,445 $4M $106.12 $856K +1,098 +3.3%
52 GE 0.20% 11,722 $4M $308.40 $161K +240 +2.1%
53 XOM 0.19% 28,776 $3M $120.34 $875K +5,827 +25.4%
54 IWF 0.18% 7,062 $3M $473.27 -$1M -2,755 -28.1%
55 CTAS 0.17% 16,153 $3M $188.07 $1M +7,320 +82.9%
56 PWR 0.16% 6,891 $3M $422.06 $106K +129 +1.9%
57 SCHB 0.16% 108,309 $3M $26.23 $264K +8,082 +8.1%
58 TMO 0.16% 4,877 $3M $579.88 $496K +69 +1.4%
59 INTU 0.15% 4,228 $3M $662.43 $22K +159 +3.9%
60 PEP 0.15% 18,856 $3M $144.71 $711K +4,492 +31.3%
61 ISRG 0.14% 4,626 $3M $566.36 $654K +230 +5.2%
62 IVV 0.14% 3,748 $3M $684.92 -$348K -607 -13.9%
63 NFLX 0.14% 26,615 $2M $93.76 -$615K +24,021 +926.0%
64 WMT 0.13% 21,799 $2M $111.62 $775K +5,709 +35.5%
65 BAC 0.13% 43,936 $2M $55.00 $326K +3,406 +8.4%
66 RTX 0.13% 12,685 $2M $183.40 $767K +3,365 +36.1%
67 CRI 0.13% 70,904 $2M $32.43 $299K
68 CI 0.12% 7,917 $2M $275.22 -$119K -55 -0.7%
69 MCD 0.12% 6,970 $2M $305.61 $966K +3,139 +81.9%
70 TJX 0.11% 13,520 $2M $153.61 $815K +4,789 +54.9%
71 CL 0.11% 26,123 $2M $79.02 -$205K -2,265 -8.0%
72 MCO 0.11% 4,034 $2M $510.85 $152K +27 +0.7%
73 GEV 0.11% 3,148 $2M $653.57 $169K +77 +2.5%
74 BX 0.11% 13,203 $2M $154.14 -$147K +429 +3.4%
75 CSCO 0.11% 26,364 $2M $77.03 $691K +6,778 +34.6%
76 QCOM 0.11% 11,686 $2M $171.05 $136K +490 +4.4%
77 CVX 0.11% 13,091 $2M $152.41 $315K +2,273 +21.0%
78 UNP 0.11% 8,529 $2M $231.32 $463K +2,139 +33.5%
79 SCHF 0.10% 77,235 $2M $24.04 $92K +1,415 +1.9%
80 MU 0.10% 6,461 $2M $285.51 $1M +1,688 +35.4%
81 FNDX 0.10% 67,485 $2M $27.21 $61K
82 UBER 0.10% 21,693 $2M $81.71 -$311K +424 +2.0%
83 IVW 0.10% 14,345 $2M $123.26 $700K +5,495 +62.1%
84 EVR 0.09% 4,813 $2M $340.25 $14K
85 FOXF 0.09% 94,634 $2M $17.11 $483K +47,860 +102.3%
86 ABT 0.09% 12,387 $2M $125.29 $108K +1,606 +14.9%
87 IWM 0.09% 6,303 $2M $246.16 $603K +2,382 +60.8%
88 PAGP 0.09% 80,894 $2M $19.14 $43K -1,645 -2.0%
89 SGOV 0.09% 15,398 $2M $100.38 -$87K -819 -5.0%
90 GS 0.08% 1,748 $2M $878.98 $823K +852 +95.1%
91 IJH 0.08% 23,087 $2M $66.00 $63K +705 +3.1%
92 FRDM 0.08% 29,522 $2M $51.27 $418K +4,795 +19.4%
93 HOOD 0.08% 13,165 $1M $113.10 -$403K -47 -0.4%
94 F-PD 0.08% 112,937 $1M $13.12 $147K +1,340 +1.2%
95 CPNG 0.08% 62,452 $1M $23.59 -$514K +724 +1.2%
96 ARES 0.08% 9,046 $1M $161.63 -$33M -204,347 -95.8%
97 IWD 0.08% 6,932 $1M $210.34 $122K +368 +5.6%
98 PII 0.08% 22,530 $1M $63.25 $120K +80 +0.4%
99 ETN 0.08% 4,468 $1M $318.51 $962K +3,237 +263.0%
100 LRCX 0.08% 8,143 $1M $171.37 $581K +2,057 +33.8%

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
UNH $0 SOLD

New Positions

SymbolValue% Port
IDV $7M 0.40%
NBSD $885K 0.05%
YOLO $765K 0.04%
ZION $628K 0.03%
CTRE $548K 0.03%
FBTC $493K 0.03%
EXEL $435K 0.02%
IVE $433K 0.02%
BBCA $371K 0.02%
DLR $364K 0.02%
D $359K 0.02%
EXR $353K 0.02%
PLD $343K 0.02%
TSLX $333K 0.02%
ARCC $324K 0.02%

Sold Out Positions

SymbolValue% Port
ED —%
CHWY —%
BRO —%
VST —%
SO —%
WRB —%
KR —%
MSTR —%
DXCM —%
BND —%
IGSB —%
DVYE —%
BSV —%
BTC —%
VGSH —%
View SEC EDGAR Filings for ANGELES WEALTH MANAGEMENT, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms