ANGELES WEALTH MANAGEMENT, LLC - Portfolio overview

ANGELES WEALTH MANAGEMENT, LLC has 569 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MGK - VANGUARD WORLD FD, 11.35%
2. VT - VANGUARD INTL EQUITY INDEX F, 11.02%
3. VXUS - VANGUARD STAR FDS, 6.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.