ANGELES WEALTH MANAGEMENT, LLC
data from 30/09/2025
Capitalization
$ 1.631 B
11.87 %
Performance
$ 377.359 M
34.35 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | MGK | VANGUARD WORLD FD | 14.28% | 232.871 M $ | 578678 | 2022/03/31 | 20.860 M $ | 9.90 % |
| 2025/09/30 | VT | VANGUARD INTL EQUITY INDEX F | 11.44% | 186.530 M $ | 1353628 | 2022/03/31 | 12.289 M $ | 7.22 % |
| 2025/09/30 | SPYV | SPDR SERIES TRUST | 6.40% | 104.354 M $ | 1886026 | 2022/03/31 | 5.331 M $ | 5.71 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 5.80% | 94.524 M $ | 1286740 | 2022/03/31 | 5.429 M $ | 6.33 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 5.24% | 85.443 M $ | 139526 | 2022/03/31 | 6.141 M $ | 7.81 % |
| 2025/09/30 | MUB | ISHARES TR | 4.35% | 70.975 M $ | 666498 | 2024/09/30 | 1.168 M $ | 1.92 % |
| 2025/09/30 | SCHG | SCHWAB STRATEGIC TR | 4.26% | 69.553 M $ | 2179648 | 2024/03/31 | 5.637 M $ | 9.24 % |
| 2025/09/30 | VGK | VANGUARD INTL EQUITY INDEX F | 3.42% | 55.758 M $ | 698721 | 2022/03/31 | 1.513 M $ | 2.97 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 3.05% | 49.667 M $ | 266325 | 2022/06/30 | 2.613 M $ | 5.52 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 2.83% | 46.164 M $ | 89128 | 2022/03/31 | 1.744 M $ | 4.13 % |
| 2025/09/30 | AAPL | APPLE INC | 2.32% | 37.837 M $ | 148598 | 2022/03/31 | 6.916 M $ | 24.11 % |
| 2025/09/30 | ARES | ARES MANAGEMENT CORPORATION | 2.09% | 34.119 M $ | 213393 | 2022/03/31 | -2.849 M $ | -7.68 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 1.90% | 30.997 M $ | 46529 | 2022/03/31 | 2.109 M $ | 7.82 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 1.60% | 26.161 M $ | 140212 | 2022/03/31 | 3.274 M $ | 18.10 % |
| 2025/09/30 | EWJ | ISHARES INC | 1.51% | 24.685 M $ | 307757 | 2024/03/31 | 1.541 M $ | 6.99 % |
| 2025/09/30 | SJNK | SPDR SERIES TRUST | 1.42% | 23.172 M $ | 905152 | 2022/03/31 | 93.751 K $ | 0.47 % |
| 2025/09/30 | URTH | ISHARES INC | 1.33% | 21.611 M $ | 119030 | 2022/06/30 | 1.453 M $ | 7.19 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 1.10% | 17.916 M $ | 54594 | 2022/03/31 | 1.324 M $ | 7.98 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.93% | 15.106 M $ | 68796 | 2022/03/31 | 10.238 K $ | 0.08 % |
| 2025/09/30 | IXUS | ISHARES TR | 0.93% | 15.101 M $ | 182862 | 2022/06/30 | 991.982 K $ | 6.82 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.77% | 12.579 M $ | 26227 | 2022/03/31 | 1.092 M $ | 9.40 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.68% | 11.100 M $ | 22080 | 2022/03/31 | 222.018 K $ | 3.49 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.62% | 10.040 M $ | 41222 | 2022/03/31 | 2.705 M $ | 37.30 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.59% | 9.637 M $ | 10412 | 2022/03/31 | -670.817 K $ | -6.50 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.58% | 9.528 M $ | 39196 | 2022/03/31 | 2.325 M $ | 37.94 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.56% | 9.068 M $ | 28747 | 2022/03/31 | 455.634 K $ | 8.80 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.55% | 9.008 M $ | 12266 | 2022/03/31 | -35.671 K $ | -0.50 % |
| 2025/09/30 | V | VISA INC | 0.50% | 8.164 M $ | 23915 | 2022/03/31 | -249.327 K $ | -3.85 % |
| 2025/09/30 | BKLN | INVESCO EXCH TRADED FD TR II | 0.46% | 7.555 M $ | 360967 | 2022/03/31 | 3.104 K $ | 0.05 % |
| 2025/09/30 | PFF | ISHARES TR | 0.46% | 7.428 M $ | 234899 | 2022/03/31 | 193.843 K $ | 3.06 % |
| 2025/09/30 | BABA | ALIBABA GROUP HLDG LTD | 0.41% | 6.745 M $ | 37737 | 2024/12/31 | 2.461 M $ | 57.60 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.41% | 6.659 M $ | 20183 | 2023/06/30 | 1.049 M $ | 19.68 % |
| 2025/09/30 | SHY | ISHARES TR | 0.35% | 5.671 M $ | 68360 | 2022/06/30 | 6.635 K $ | 0.12 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.31% | 5.135 M $ | 12672 | 2022/03/31 | 485.575 K $ | 10.51 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.31% | 5.033 M $ | 83991 | 2025/06/30 | 216.050 K $ | 5.10 % |
| 2025/09/30 | TLH | ISHARES TR | 0.31% | 5.025 M $ | 48793 | 2024/09/30 | 60.613 K $ | 1.37 % |
| 2025/09/30 | SUB | ISHARES TR | 0.29% | 4.809 M $ | 45034 | 2022/06/30 | 22.484 K $ | 0.41 % |
| 2025/09/30 | TSLA | TESLA INC | 0.29% | 4.775 M $ | 10737 | 2022/03/31 | 1.335 M $ | 40.00 % |
| 2025/09/30 | IWF | ISHARES TR | 0.28% | 4.598 M $ | 9817 | 2022/03/31 | 423.660 K $ | 10.32 % |
| 2025/09/30 | SHW | SHERWIN WILLIAMS CO | 0.26% | 4.243 M $ | 12255 | 2022/03/31 | 35.458 K $ | 0.84 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.26% | 4.174 M $ | 5471 | 2022/03/31 | -94.452 K $ | -2.12 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.24% | 3.928 M $ | 6905 | 2022/03/31 | 47.959 K $ | 1.22 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.24% | 3.857 M $ | 13812 | 2022/03/31 | 292.564 K $ | 23.31 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.23% | 3.824 M $ | 45627 | 2023/12/31 | 168.412 K $ | 4.62 % |
| 2025/09/30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.23% | 3.771 M $ | 5 | 2025/03/31 | 127.000 K $ | 3.49 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.21% | 3.454 M $ | 11482 | 2023/12/31 | 159.474 K $ | 16.87 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.21% | 3.447 M $ | 14886 | 2022/03/31 | 662.992 K $ | 24.74 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.19% | 3.110 M $ | 2594 | 2022/12/31 | -378.987 K $ | -10.47 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.18% | 2.933 M $ | 15821 | 2022/03/31 | 492.532 K $ | 21.39 % |
| 2025/09/30 | IVV | ISHARES TR | 0.18% | 2.915 M $ | 4355 | 2022/03/31 | 164.511 K $ | 7.80 % |
| 2025/09/30 | PWR | QUANTA SVCS INC | 0.17% | 2.802 M $ | 6762 | 2022/03/31 | 245.767 K $ | 9.61 % |
| 2025/09/30 | MRK | MERCK & CO INC | 0.17% | 2.799 M $ | 33347 | 2022/03/31 | 147.545 K $ | 6.03 % |
| 2025/09/30 | INTU | INTUIT | 0.17% | 2.779 M $ | 4069 | 2024/03/31 | -91.106 K $ | -13.30 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.16% | 2.587 M $ | 22949 | 2022/03/31 | 129.670 K $ | 4.59 % |
| 2025/09/30 | SCHB | SCHWAB STRATEGIC TR | 0.16% | 2.577 M $ | 100227 | 2022/12/31 | 188.426 K $ | 7.89 % |
| 2025/09/30 | TMO | THERMO FISHER SCIENTIFIC INC | 0.14% | 2.332 M $ | 4808 | 2022/03/31 | 288.086 K $ | 19.62 % |
| 2025/09/30 | CI | THE CIGNA GROUP | 0.14% | 2.298 M $ | 7972 | 2022/09/30 | -101.126 K $ | -12.80 % |
| 2025/09/30 | CL | COLGATE PALMOLIVE CO | 0.14% | 2.269 M $ | 28388 | 2022/03/31 | -323.659 K $ | -12.06 % |
| 2025/09/30 | BX | BLACKSTONE INC | 0.13% | 2.182 M $ | 12774 | 2022/12/31 | 269.682 K $ | 14.22 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.13% | 2.091 M $ | 40530 | 2022/09/30 | 171.342 K $ | 9.02 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.13% | 2.084 M $ | 21269 | 2023/12/31 | 41.226 K $ | 5.01 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.12% | 2.017 M $ | 14364 | 2022/03/31 | 106.554 K $ | 6.36 % |
| 2025/09/30 | CRI | CARTERS INC | 0.12% | 2.001 M $ | 70904 | 2024/12/31 | -135.566 K $ | -6.34 % |
| 2025/09/30 | CPNG | COUPANG INC | 0.12% | 1.988 M $ | 61728 | 2022/03/31 | 139.050 K $ | 7.48 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.12% | 1.966 M $ | 4396 | 2022/03/31 | -450.988 K $ | -17.70 % |
| 2025/09/30 | MCO | MOODYS CORP | 0.12% | 1.909 M $ | 4007 | 2022/03/31 | -102.323 K $ | -5.01 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 0.12% | 1.903 M $ | 35125 | 2022/03/31 | 116.031 K $ | 9.54 % |
| 2025/09/30 | HOOD | ROBINHOOD MKTS INC | 0.12% | 1.892 M $ | 13212 | 2022/03/31 | 655.001 K $ | 52.92 % |
| 2025/09/30 | GEV | GE VERNOVA INC | 0.12% | 1.888 M $ | 3071 | 2024/12/31 | 106.930 K $ | 16.21 % |
| 2025/09/30 | QCOM | QUALCOMM INC | 0.11% | 1.863 M $ | 11196 | 2022/09/30 | 72.782 K $ | 4.46 % |
| 2025/09/30 | VIG | VANGUARD SPECIALIZED FUNDS | 0.11% | 1.848 M $ | 8563 | 2022/03/31 | 95.320 K $ | 5.43 % |
| 2025/09/30 | CTAS | CINTAS CORP | 0.11% | 1.813 M $ | 8833 | 2022/03/31 | -161.078 K $ | -7.90 % |
| 2025/09/30 | FNDX | SCHWAB STRATEGIC TR | 0.11% | 1.775 M $ | 67485 | 2022/06/30 | 118.773 K $ | 7.17 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 0.11% | 1.765 M $ | 75820 | 2025/06/30 | 89.467 K $ | 5.34 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.11% | 1.755 M $ | 6239 | 2022/12/31 | 368.898 K $ | 28.64 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.10% | 1.680 M $ | 10818 | 2022/03/31 | 116.123 K $ | 8.45 % |
| 2025/09/30 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 0.10% | 1.674 M $ | 18648 | 2025/06/30 | 92.121 K $ | 5.82 % |
| 2025/09/30 | WMT | WALMART INC | 0.10% | 1.658 M $ | 16090 | 2022/09/30 | 83.228 K $ | 5.40 % |
| 2025/09/30 | SGOV | ISHARES TR | 0.10% | 1.633 M $ | 16217 | 2024/12/31 | 47.000 $ | 0.01 % |
| 2025/09/30 | EVR | EVERCORE INC | 0.10% | 1.624 M $ | 4813 | 2022/03/31 | 323.914 K $ | 24.92 % |
| 2025/09/30 | NOW | SERVICENOW INC | 0.10% | 1.574 M $ | 1710 | 2022/03/31 | -188.110 K $ | -10.49 % |
| 2025/09/30 | RTX | RTX CORPORATION | 0.10% | 1.560 M $ | 9320 | 2022/03/31 | 197.330 K $ | 14.59 % |
| 2025/09/30 | UNP | UNION PAC CORP | 0.09% | 1.510 M $ | 6390 | 2022/03/31 | 40.941 K $ | 2.73 % |
| 2025/09/30 | PAGP | PLAINS GP HLDGS L P | 0.09% | 1.506 M $ | 82539 | 2022/03/31 | -74.956 K $ | -6.12 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 0.09% | 1.494 M $ | 14292 | 2022/03/31 | 131.343 K $ | 9.64 % |
| 2025/09/30 | IJH | ISHARES TR | 0.09% | 1.461 M $ | 22382 | 2022/03/31 | 74.707 K $ | 5.22 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.09% | 1.444 M $ | 10781 | 2022/03/31 | -22.355 K $ | -1.52 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.08% | 1.340 M $ | 19586 | 2022/09/30 | -19.041 K $ | -1.38 % |
| 2025/09/30 | IWD | ISHARES TR | 0.08% | 1.336 M $ | 6564 | 2025/06/30 | 56.010 K $ | 4.82 % |
| 2025/09/30 | F | FORD MTR CO | 0.08% | 1.335 M $ | 111597 | 2022/03/31 | 122.427 K $ | 10.23 % |
| 2025/09/30 | PII | POLARIS INC | 0.08% | 1.305 M $ | 22450 | 2024/12/31 | 413.402 K $ | 43.00 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.08% | 1.294 M $ | 7094 | 2024/12/31 | 312.926 K $ | 33.82 % |
| 2025/09/30 | BKNG | BOOKING HOLDINGS INC | 0.08% | 1.290 M $ | 239 | 2024/03/31 | -92.812 K $ | -6.74 % |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.08% | 1.262 M $ | 8731 | 2022/09/30 | 180.293 K $ | 17.05 % |
| 2025/09/30 | LIN | LINDE PLC | 0.08% | 1.258 M $ | 2648 | 2023/03/31 | 15.789 K $ | 1.24 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 0.08% | 1.223 M $ | 7538 | 2022/03/31 | -151.468 K $ | -10.94 % |
| 2025/09/30 | IDEV | ISHARES TR | 0.07% | 1.202 M $ | 14996 | 2022/03/31 | 57.749 K $ | 5.43 % |
| 2025/09/30 | DIS | DISNEY WALT CO | 0.07% | 1.201 M $ | 10485 | 2022/03/31 | -97.544 K $ | -7.67 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.07% | 1.166 M $ | 1942 | 2022/03/31 | 94.536 K $ | 8.83 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.07% | 1.164 M $ | 3831 | 2022/03/31 | 45.204 K $ | 4.01 % |