Angeles Wealth Management
Angeles Wealth Management reported 594 stocks worth $2.3B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are MGK (11.9%), VT (10.9%) and VXUS (6.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to MGK, VT and VXUS, trimmed AAPL, VTV and MSFT and sold out of XOM, PSA and NU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MGK Vanguard Mega Cap Growth | $270M | 11.9% | 2.9M | +43K (+2%) | 8 of 8 | |
| 2 |  VT Vanguard Total World | $248M | 10.9% | 1.6M | +59K (+4%) | 8 of 8 | |
| 3 |  VXUS Vanguard Star Fds | $152M | 6.7% | 1.8M | +73K (+4%) | 8 of 8 | |
| 4 |  SPYV State Street | $148M | 6.5% | 2.4M | +116K (+5%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $120M | 5.3% | 171K | +3,260 (+2%) | 8 of 8 | |
| 6 |  SCHG Schwab Strategic TR | $91M | 4.0% | 2.5M | +107K (+4%) | 8 of 8 | |
| 7 |  VGK Vanguard Ftse Europe | $74.2M | 3.3% | 855K | +38K (+5%) | 8 of 8 | |
| 8 |  SUB Ishares Short Term Ntnl | $71.4M | 3.1% | 683K | +655K (+2277%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $62.5M | 2.8% | 188K | −5,869 (−3%) | 8 of 8 | |
| 10 |  VTV Vanguard Index Fds | $53.5M | 2.4% | 248K | −1,158 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.3M | 32K |
 PSA Public Storage | $900K | 2,828 |
 NU NU Hldgs Ltd | $630K | 47K |
DIMENSIONAL ETF TRUST | $479K | 11K |
 APP Applovin Corp | $477K | 926 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Angeles Wealth Management 13F FAQ
What does Angeles Wealth Management own?
Angeles Wealth Management reported 594 stocks worth $2.3B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are MGK (11.9%), VT (10.9%) and VXUS (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Angeles Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 38 new positions, 143 added to, 280 trimmed and 72 sold out. New positions include XOM. It sold all of XOM, PSA and NU.
When will Angeles Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Angeles Wealth Management's portfolio worth?
The Q3 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.