ANGELES WEALTH MANAGEMENT, LLC

$1.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1929170 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 524
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 95
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 36

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	TRIM	−$33.4M	−18,272	$243M	$210M	589,456	571,184
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	ADD	+$2.1M	+43,807	$202M	$204M	1,428,931	1,472,738
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$21.6M	+250,388	$105M	$127M	1,392,855	1,643,243
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$6.6M	+125,407	$118M	$124M	2,072,630	2,198,037
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$3.9M	+1,586	$102M	$98.2M	162,688	164,274
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$6.2M	+64,588	$75.3M	$81.5M	702,947	767,535
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	−$7.5M	+22,911	$76.2M	$68.7M	2,336,825	2,359,736
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	ADD	+$2.7M	+43,000	$61.7M	$64.3M	737,382	780,382
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	+$213K	−5,665	$48.5M	$48.7M	254,131	248,466
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$652K	+14,521	$45.6M	$46.3M	167,839	182,360
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$1.7M	+35	$37.7M	$36.0M	55,213	55,248
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$11.5M	−1,107	$47.5M	$35.9M	98,172	97,065
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$1.8M	+20,611	$27.8M	$29.6M	148,929	169,540
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	ADD	+$2.5M	+14,910	$26.4M	$28.8M	326,745	341,655
position key `sid:sec:prov:ec46aef002af82b45acef2233f68afee` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$1.4M	+71,186	$25.8M	$27.2M	1,017,170	1,088,356
position key `sid:sec:prov:dc4462d5012498b46ee7f6e0a2a0b533` · issuer key `cusip6:464286` MSCI WORLD ETF	TRIM	−$1.5M	−4,685	$22.7M	$21.2M	122,386	117,701
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$2.4M	+20,095	$18.4M	$20.8M	79,781	99,876
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$3.0M	+14,621	$15.2M	$18.2M	48,658	63,279
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$2.2M	−4,201	$18.9M	$16.7M	56,306	52,105
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	TRIM	+$20.5K	−3,976	$15.4M	$15.5M	182,485	178,509
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$177K	+3,960	$15.3M	$15.1M	48,750	52,710
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$321K	+3,607	$13.6M	$13.3M	39,277	42,884
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$650K	+2,452	$11.3M	$11.9M	22,407	24,859
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$1.3M	−52	$12.7M	$11.3M	25,935	25,883
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$2.0M	+644	$8.7M	$10.7M	10,141	10,785
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$429K	+1,778	$10.9M	$10.5M	33,940	35,718
position key `sid:sec:prov:b5da1899e91159f39d606484b3813f7c` · issuer key `cusip6:46138G` SR LN ETF	ADD	+$474K	+35,072	$8.6M	$9.1M	409,980	445,052
position key `pos:13661` · issuer key `iss:1013` PFD AND INCM SEC	ADD	+$529K	+23,002	$8.1M	$8.7M	262,543	285,545
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$302K	+1,470	$8.6M	$8.3M	12,998	14,468
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$772K	+1,583	$9.0M	$8.3M	25,793	27,376
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	TRIM	−$1.2M	−14,672	$9.1M	$7.8M	109,626	94,954
position key `pos:16971` · issuer key `iss:1013` 10-20 YR TRS ETF	ADD	+$479K	+5,376	$6.6M	$7.1M	65,406	70,782
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$369K	+732	$7.2M	$6.9M	6,726	7,458
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$87.3K	+111	$6.7M	$6.8M	69,572	69,683
position key `pos:10357` · issuer key `iss:1786` COM	ADD	+$1.3M	+5,816	$5.2M	$6.5M	11,561	17,377
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$382K	+3,913	$5.1M	$5.5M	81,243	85,156
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	+$369K	−578	$5.0M	$5.4M	16,520	15,942
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$1.9M	+2,754	$3.5M	$5.3M	28,776	31,530
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$1.0M	+1,310	$3.9M	$5.0M	18,991	20,301
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$897K	+3,138	$3.7M	$4.6M	34,445	37,583
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$135K	+412	$4.7M	$4.5M	20,363	20,775
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$127K	+866	$4.5M	$4.4M	7,852	8,718
position key `pos:10460` · issuer key `iss:1459` UNIT LTD PARTN	NEW	+$4.3M	+192,807	$0	$4.3M	—	192,807
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$432K	−687	$4.7M	$4.2M	13,553	12,866
position key `pos:11688` · issuer key `iss:1955` COM	ADD	−$492K	+2,116	$4.5M	$4.0M	48,567	50,683
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$3.1M	+7,137	$865K	$4.0M	2,183	9,320
position key `pos:13768` · issuer key `iss:1651` COM	ADD	−$27.4K	+46	$3.9M	$3.9M	12,106	12,152
position key `pos:15694` · issuer key `iss:72` SPONSORED ADS	ADD	−$608K	+219	$4.4M	$3.8M	30,102	30,321
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	+$140K	+1,487	$3.6M	$3.8M	11,722	13,209
position key `pos:13325` · issuer key `iss:1511` COM	TRIM	+$832K	−79	$2.9M	$3.7M	6,891	6,812
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$28.5K	+161	$3.7M	$3.7M	68,327	68,488
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$1.3M	+2,694	$2.0M	$3.3M	13,091	15,785
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$645K	+2,926	$2.4M	$3.1M	21,799	24,725
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$279K	+511	$2.7M	$3.0M	18,856	19,367
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$898K	+236	$2.1M	$3.0M	3,148	3,384
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$283K	+2,282	$2.5M	$2.8M	26,615	28,897
position key `pos:17845` · issuer key `iss:455` COM	ADD	−$264K	+249	$3.0M	$2.8M	16,153	16,402
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$576K	−575	$3.3M	$2.8M	7,062	6,487
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	ADD	−$110K	+492	$2.8M	$2.7M	108,309	108,801
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$331K	+1,092	$2.3M	$2.7M	12,685	13,777
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$638K	+885	$1.8M	$2.5M	6,461	7,346
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$410K	+37	$2.8M	$2.4M	4,877	4,914
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$186K	−102	$2.6M	$2.4M	3,748	3,646
position key `pos:10434` · issuer key `iss:482` COM	ADD	+$304K	+1,659	$2.1M	$2.4M	26,123	27,782
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$260K	+3,156	$2.0M	$2.3M	26,364	29,520
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$192K	+685	$2.1M	$2.3M	13,520	14,205
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$136K	+323	$2.1M	$2.3M	6,970	7,293
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$182K	+1,908	$2.4M	$2.2M	43,936	45,844
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	−$424K	+137	$2.6M	$2.2M	4,626	4,763
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$777K	+2,015	$1.4M	$2.2M	8,143	10,158
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	TRIM	−$1.9M	−17,897	$4.1M	$2.2M	38,115	20,218
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$158K	+255	$2.0M	$2.1M	8,529	8,784
position key `pos:15088` · issuer key `iss:1970` COM	ADD	+$1.1M	+25,663	$940K	$2.1M	13,034	38,697
position key `sid:sec:prov:58767af0ab04a1d16925b0d6521be622` · issuer key `cusip6:35138V` COM	ADD	+$361K	+25,682	$1.6M	$2.0M	94,634	120,316
position key `pos:14444` · issuer key `iss:1633` FUNDAMENTAL US L	ADD	+$134K	+3,243	$1.8M	$2.0M	67,485	70,728
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	ADD	+$107K	+2,113	$1.9M	$2.0M	77,235	79,348
position key `pos:17533` · issuer key `iss:1509` COM	ADD	−$111K	+2,975	$2.0M	$1.9M	11,686	14,661
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$432K	+720	$1.4M	$1.9M	4,468	5,188
position key `pos:16824` · issuer key `iss:202` COM CL A	NEW	+$1.8M	+187,493	$0	$1.8M	—	187,493
position key `pos:16504` · issuer key `iss:1251` COM	TRIM	−$313K	−27	$2.1M	$1.7M	4,034	4,007
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$383K	−67	$1.2M	$1.6M	4,788	4,721
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$230K	+1,127	$1.4M	$1.6M	8,544	9,671
position key `sid:sec:prov:1e01434a79f0cf5be7300e9901239b92` · issuer key `cusip6:02072L` FREEDOM 100 EM	TRIM	+$91.9K	−265	$1.5M	$1.6M	29,522	29,257
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$42.6K	+125	$1.6M	$1.6M	6,303	6,428
position key `pos:15622` · issuer key `iss:282` COM	TRIM	−$532K	−127	$2.0M	$1.5M	13,203	13,076
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	ADD	+$30.3K	+34	$1.5M	$1.5M	6,932	6,966
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$271K	+2,049	$1.2M	$1.5M	17,202	19,251
position key `pos:13683` · issuer key `iss:1648` COM	ADD	+$85.0K	+5,006	$1.4M	$1.5M	9,012	14,018
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$72.1K	−17	$1.5M	$1.5M	1,748	1,731
position key `pos:14403` · issuer key `iss:693` CLASS A	ADD	−$177K	+79	$1.6M	$1.5M	4,813	4,892
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$302K	+233	$1.1M	$1.4M	2,685	2,918
position key `pos:11393` · issuer key `iss:545` COM	ADD	+$84.5K	+23	$1.3M	$1.4M	2,615	2,638
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$529K	+1,244	$889K	$1.4M	9,496	10,740
position key `pos:16411` · issuer key `iss:865` COM	ADD	+$78.4K	+127	$1.3M	$1.4M	2,867	2,994
position key `pos:15847` · issuer key `iss:759` COM	ADD	−$121K	+4,945	$1.5M	$1.4M	112,937	117,882
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$187K	−51	$1.2M	$1.4M	4,326	4,275
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$26.8K	+2,128	$1.4M	$1.4M	7,110	9,238
position key `pos:18003` · issuer key `iss:1117` COM CL A	NEW	+$1.3M	+46,860	$0	$1.3M	—	46,860
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$64.6K	+633	$1.3M	$1.3M	5,984	6,617
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$46.0K	+1,336	$1.4M	$1.3M	7,672	9,008

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 85

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$564K	$17.7M	$18.2M	123,124	123,124
position key `pos:13014` · issuer key `iss:1013` INTL SEL DIV ETF	NO CHANGE	+$566K	$7.2M	$7.7M	182,000	182,000
position key `pos:14012` · issuer key `cusip6:921946` INTL HIGH ETF	NO CHANGE	+$187K	$4.0M	$4.1M	44,000	44,000
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
position key `pos:13791` · issuer key `iss:1460` LTD PARTNR INT A	NO CHANGE	+$416K	$1.5M	$2.0M	80,894	80,894
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$146K	$1.8M	$1.6M	14,345	14,345
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	NO CHANGE	+$15.2K	$1.2M	$1.2M	13,983	13,983
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	NO CHANGE	−$86.7K	$1.2M	$1.1M	1,547	1,547
position key `sid:sec:prov:0e1d5b0f8585a815bfbf52842ec821a8` · issuer key `cusip6:64135A` SHORT DURATION I	NO CHANGE	−$8.2K	$885K	$877K	17,293	17,293
position key `sid:sec:prov:bcf113cbf36fa77b6db16ba061366c9e` · issuer key `cusip6:032108` AMPLIFY JUNIOR S	NO CHANGE	+$57.3K	$773K	$830K	27,928	27,928
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	NO CHANGE	+$7.6K	$764K	$772K	7,941	7,941
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$64.6K	$785K	$720K	7,354	7,354
position key `pos:12978` · issuer key `iss:1611` COM	NO CHANGE	−$8.2K	$711K	$703K	51,252	51,252
position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072` US EQT ETF	NO CHANGE	−$3.3K	$615K	$612K	5,505	5,505
position key `sid:sec:prov:d0e2ef4275d8fd1354e16fa257f26d8c` · issuer key `cusip6:00768Y` PURE CANNABIS	NO CHANGE	−$155K	$765K	$609K	231,707	231,707
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$56.8K	$479K	$536K	17,463	17,463
position key `pos:10206` · issuer key `iss:553` COM	NO CHANGE	−$5.2K	$509K	$504K	1,044	1,044
position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$990	$463K	$464K	9,900	9,900
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	NO CHANGE	+$26.7K	$413K	$440K	1,147	1,147
position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V` US HIGH PROFITAB	NO CHANGE	−$14.6K	$437K	$422K	11,478	11,478
position key `pos:16688` · issuer key `iss:1013` GLB INFRASTR ETF	NO CHANGE	+$32.1K	$350K	$382K	5,700	5,700
position key `sid:sec:prov:226a4297642329575a5efb83e59841ae` · issuer key `cusip6:46641Q` BETABUILDERS CDA	NO CHANGE	+$4.2K	$371K	$375K	3,986	3,986
position key `sid:sec:prov:ca43aa0d264ded3a0a711580ae6bca3a` · issuer key `cusip6:25434V` INTL CORE EQUITY	NO CHANGE	+$11.1K	$358K	$369K	10,393	10,393
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	NO CHANGE	−$6.8K	$368K	$362K	9,303	9,303
position key `pos:14707` · issuer key `iss:1978` COM	NO CHANGE	−$102K	$432K	$330K	10,653	10,653
position key `pos:13330` · issuer key `iss:905` CL A SHS	NO CHANGE	+$36.3K	$286K	$323K	8,300	8,300
position key `pos:11668` · issuer key `iss:164` COM	NO CHANGE	−$35.4K	$324K	$288K	16,000	16,000
position key `pos:16133` · issuer key `iss:1012` TIPS BD ETF	NO CHANGE	+$1.1K	$277K	$278K	2,516	2,516
position key `pos:16843` · issuer key `cusip6:83012A` COM	NO CHANGE	−$57.0K	$333K	$276K	15,000	15,000
position key `pos:15009` · issuer key `iss:1824` COM	NO CHANGE	+$1.1K	$272K	$273K	18,553	18,553
position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L` MORNSTAR UPSTR	NO CHANGE	+$43.4K	$214K	$257K	4,664	4,664
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$7.2K	$252K	$245K	780	780
position key `sid:sec:prov:94effc62a12da8789aaed208e743907e` · issuer key `cusip6:46641Q` BETABUILDERS EUR	NO CHANGE	−$2.9K	$242K	$240K	3,308	3,308
position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `cusip6:381430` ACTIVEBETA US LG	NO CHANGE	−$13.8K	$252K	$238K	1,900	1,900
position key `pos:12022` · issuer key `iss:1376` COM	NO CHANGE	+$36.1K	$183K	$219K	13,576	13,576
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	NO CHANGE	+$18.1K	$198K	$216K	657	657
position key `pos:13782` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$8.9K	$213K	$204K	2,576	2,576
position key `sid:sec:prov:2ecc9bba989e66d0168081677d647fc7` · issuer key `cusip6:78467V` STATE STREET ULT	NO CHANGE	−$25	$203K	$203K	5,000	5,000
position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `cusip6:46641Q` ULTRA SHRT ETF	NO CHANGE	−$638	$203K	$202K	4,000	4,000
position key `sid:sec:prov:47cadfef602b3efec7d79ac57eea770c` · issuer key `cusip6:464286` MSCI AUSTRIA ETF	NO CHANGE	−$106	$188K	$188K	5,310	5,310
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	NO CHANGE	−$18.3K	$201K	$183K	1,006	1,006
position key `sid:sec:prov:a16d21eaaf55b674385ff7e2f0c2981d` · issuer key `cusip6:355145` SH BEN INT	NO CHANGE	+$221	$177K	$177K	22,088	22,088
position key `pos:11085` · issuer key `iss:141` SER A MAND CNV	NO CHANGE	−$49.9K	$226K	$176K	3,000	3,000
position key `sid:sec:prov:6ba8d425d8fc11336e25c6cbc875fbae` · issuer key `cusip6:23786R` COM NEW	NO CHANGE	−$53.9K	$221K	$167K	43,100	43,100
position key `sid:sec:prov:723571c426e647e173bd600db3b80809` · issuer key `cusip6:Y92335` COM	NO CHANGE	+$24.7K	$131K	$156K	77,052	77,052
position key `sid:sec:prov:f25d12eac7693e7339f8a3d88399ae08` · issuer key `cusip6:25434V` INTL HIGH PROFIT	NO CHANGE	+$2.5K	$145K	$147K	4,565	4,565
position key `pos:10195` · issuer key `iss:1012` GLOBAL TECH ETF	NO CHANGE	−$7.1K	$149K	$142K	1,420	1,420
position key `pos:17637` · issuer key `cusip6:381430` EQUAL WEIGHT US	NO CHANGE	−$736	$136K	$135K	1,600	1,600
position key `pos:13332` · issuer key `iss:230` 7.25%CNV PFD L	NO CHANGE	−$7.7K	$127K	$119K	100	100
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	NO CHANGE	−$2.5K	$111K	$108K	972	972
position key `pos:17066` · issuer key `iss:1633` FUNDAMENTAL EMER	NO CHANGE	+$6.2K	$101K	$107K	2,800	2,800
position key `sid:sec:prov:8e283ff869c7c14e8df8ad58f49bab17` · issuer key `cusip6:91702V` COM	NO CHANGE	+$3.1K	$101K	$104K	28,590	28,590
position key `sid:sec:prov:7209dd0f2d4e317201aa853c5bba4bec` · issuer key `cusip6:032108` BLACKSWAN GRWT	NO CHANGE	−$4.7K	$109K	$104K	3,344	3,344
position key `sid:sec:prov:2609cfc6a0a2fb405c0777280ace19c3` · issuer key `cusip6:85512G` SHS BEN INT	NO CHANGE	−$8.7K	$109K	$99.9K	13,199	13,199
position key `sid:sec:prov:1a16c94e63bc0be2b7b032875805818f` · issuer key `cusip6:025072` INTL SMCP VLU	NO CHANGE	+$5.5K	$87.6K	$93.1K	932	932
position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `cusip6:92204A` COMM SRVC ETF	NO CHANGE	−$5.8K	$82.1K	$76.3K	424	424
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	NO CHANGE	+$415	$74.5K	$74.9K	784	784
position key `pos:16724` · issuer key `iss:1633` FUNDAMENTAL INTL	NO CHANGE	+$5.6K	$67.8K	$73.4K	1,500	1,500
position key `sid:sec:prov:3559b9a529afea19aefd633d9c4260fb` · issuer key `cusip6:22978P` COM	NO CHANGE	−$23.4K	$94.7K	$71.3K	310,000	310,000
position key `pos:15428` · issuer key `iss:1955` PERP PFD CNV A	NO CHANGE	−$3.4K	$72.8K	$69.4K	60	60
position key `sid:sec:prov:26b6944a8cb0456aca8d1c8202a4d4db` · issuer key `cusip6:320551` COM	NO CHANGE	−$5.0K	$61.1K	$56.1K	10,208	10,208
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	NO CHANGE	+$3.8K	$51.2K	$55.1K	1,200	1,200
position key `sid:sec:prov:3a2576efa8f5a1bcfc792e15eece4e9a` · issuer key `cusip6:46641Q` BETABULDRS JAPAN	NO CHANGE	+$2.3K	$51.0K	$53.3K	774	774
position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910` MEGA CAP VAL ETF	NO CHANGE	+$1.3K	$50.1K	$51.5K	355	355
position key `pos:13874` · issuer key `iss:1012` ISHARES BIOTECH	NO CHANGE	+$17	$34.9K	$35.0K	207	207
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	NO CHANGE	−$1.2K	$34.8K	$33.6K	175	175
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$1.6K	$35.1K	$33.5K	94	94
position key `pos:17056` · issuer key `iss:1012` S&P 100 ETF	NO CHANGE	−$2.3K	$32.2K	$29.9K	94	94
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$471	$29.7K	$29.2K	142	142
position key `pos:11731` · issuer key `iss:1311` UNIT 11/01/2027	NO CHANGE	+$2.1K	$26.9K	$29.0K	552	552
position key `pos:16863` · issuer key `iss:1602` BLOOMBERG INTL T	NO CHANGE	−$684	$26.6K	$25.9K	1,180	1,180
position key `pos:10953` · issuer key `iss:1013` ISHS 5-10YR INVT	NO CHANGE	−$313	$25.6K	$25.3K	475	475
position key `pos:11834` · issuer key `iss:1012` CORE S&P US GWT	NO CHANGE	−$1.8K	$23.7K	$21.9K	141	141
position key `sid:sec:prov:010e2160f1ec02962699c77a9cdd8dc1` · issuer key `cusip6:92189F` MRNGSTR WDE MOAT	NO CHANGE	−$1.3K	$20.3K	$19.0K	196	196
position key `pos:16793` · issuer key `iss:1633` US MID-CAP ETF	NO CHANGE	+$497	$16.8K	$17.3K	559	559
position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `cusip6:922042` FTSE PACIFIC ETF	NO CHANGE	+$1.3K	$16.0K	$17.3K	177	177
position key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$204	$11.0K	$11.2K	305	305
position key `sid:sec:prov:6f32fb53513724b130df059c6b11d41e` · issuer key `cusip6:244916` COM	NO CHANGE	−$4.0K	$15.1K	$11.1K	20,000	20,000
position key `sid:sec:prov:8a1e9e798fccc59708ff09ca50fbdeab` · issuer key `cusip6:92189F` AGRIBUSINESS ETF	NO CHANGE	+$1.2K	$7.3K	$8.5K	100	100
position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072` INTL EQT ETF	NO CHANGE	+$214	$7.0K	$7.2K	85	85
position key `sid:sec:prov:67d893cb460e2f0c6371fa4e141cbbf0` · issuer key `cusip6:46641Q` BETABUILDERS DEV	NO CHANGE	+$366	$6.5K	$6.9K	116	116
position key `pos:10919` · issuer key `iss:1013` ESG OPTIMIZED	NO CHANGE	−$290	$5.6K	$5.3K	40	40
position key `sid:sec:prov:0d003418ee60e3375a0b60ea1abf459c` · issuer key `cusip6:00768Y` PURE US CANNABIS	NO CHANGE	−$1.4K	$5.7K	$4.3K	1,200	1,200
position key `pos:13112` · issuer key `iss:1013` US REGNL BKS ETF	NO CHANGE	−$77	$3.3K	$3.2K	59	59
position key `pos:11286` · issuer key `iss:1016` MSCI TAIWAN ETF	NO CHANGE	+$273	$2.4K	$2.6K	37	37

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 372 issuers · $1.8B disclosed value over 524 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INTL EQUITY INDEX F

5 positions · 5 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$204M	1,472,738
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$64.3M	780,382
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.7M	68,488
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$241K	3,213
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$17.3K	177

ticker not yet mapped

$272M

2,324,998

14.8%

—

VANGUARD WORLD FD

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$210M	571,184
VANGUARD WORLD FD · MEGA CAP VAL ETF CUSIP 921910840 src ↗	$51.5K	355

ticker not yet mapped

$210M

571,539

11.4%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$98.2M	164,274
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$48.7M	248,466
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$16.7M	52,105
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$11.3M	25,883
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$694K	2,415
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$607K	2,008
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$603K	2,303
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$204K	940
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$93.3K	506
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$78.5K	305
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$34.4K	115
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$29.2K	142
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$26.6K	300

ticker not yet mapped

$177M

499,762

9.6%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$127M

1,643,243

6.9%

—

SPDR SERIES TRUST

7 positions · 7 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$124M	2,198,037
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$720K	7,354
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$204K	2,576
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$175K	2,284
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$159K	2,685
SPDR SERIES TRUST · BLOOMBERG INTL T CUSIP — src ↗	$25.9K	1,180
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$18.0K	302

ticker not yet mapped

$126M

2,214,418

6.8%

—

ISHARES TR

15 positions · 15 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$81.5M	767,535
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$8.7M	285,545
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$7.7M	182,000
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$7.1M	70,782
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$2.2M	20,218
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$382K	5,700
ISHARES TR · INTL TREA BD ETF CUSIP — src ↗	$320K	7,784
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$117K	1,579
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$108K	972
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$106K	1,548
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$90.6K	1,593
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$36.3K	463
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$25.3K	475
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$5.3K	40
ISHARES TR · US REGNL BKS ETF CUSIP — src ↗	$3.2K	59

ticker not yet mapped

$108M

1,346,293

5.9%

—

SCHWAB STRATEGIC TR

12 positions · 12 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$68.7M	2,359,736
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$2.7M	108,801
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$2.0M	70,728
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$2.0M	79,348
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$536K	17,463
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$300K	11,693
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$107K	2,800
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$73.4K	1,500
SCHWAB STRATEGIC TR · 1000 INDEX ETF CUSIP — src ↗	$62.7K	2,000
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$32.2K	1,109
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$19.6K	420
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$17.3K	559

ticker not yet mapped

$76.6M

2,656,157

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$46.3M

182,360

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$36.0M

55,248

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$35.9M

97,065

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$18.2M	63,279
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$15.1M	52,710

$33.3M

115,989

1.8%

—

ISHARES TR

33 positions · 33 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$7.8M	94,954
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$6.8M	69,683
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.8M	6,487
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$2.4M	3,646
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.6M	14,345
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.6M	6,428
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.5M	6,966
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$1.3M	18,675
ISHARES TR · LATN AMER 40 ETF CUSIP — src ↗	$1.0M	29,074
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$847K	6,811
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$772K	7,941
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$463K	2,191
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$293K	1,938
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$278K	2,516
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$245K	780
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$216K	657
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$183K	1,006
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$150K	1,514
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$142K	1,420
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$129K	680
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$128K	900
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$119K	1,165
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$66.6K	1,173
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$49.2K	340
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$43.7K	118
ISHARES TR · U.S. BAS MTL ETF CUSIP — src ↗	$40.8K	232
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$35.0K	207
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$33.5K	94
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$29.9K	94
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$29.8K	296
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$21.9K	141
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$18.7K	196
ISHARES TR · NORTH AMERN NAT CUSIP — src ↗	$12.9K	205

ticker not yet mapped

$31.1M

282,873

1.7%

—

ISHARES INC

4 positions · 4 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$28.8M	341,655
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$899K	12,892
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$152K	1,930
ISHARES INC · MSCI TAIWAN ETF CUSIP — src ↗	$2.6K	37

ticker not yet mapped

$29.9M

356,514

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$29.6M

169,540

1.6%

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 src ↗	$27.2M	1,088,356
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$71.9K	785

ticker not yet mapped

$27.3M

1,089,141

1.5%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$18.2M	123,124
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$4.1M	44,000

ticker not yet mapped

$22.4M

167,124

1.2%

—

ISHARES INC

4 positions · 4 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$21.2M	117,701
ISHARES INC · MSCI AUSTRIA ETF CUSIP 464286202 src ↗	$188K	5,310
ISHARES INC · MSCI STH KOR ETF CUSIP 464286772 src ↗	$34.9K	284
ISHARES INC · MSCI ISRAEL ETF CUSIP 464286632 src ↗	$3.4K	29

ticker not yet mapped

$21.4M

123,324

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$20.8M

99,876

1.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$15.5M	178,509
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$1.1M	12,042
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$97.2K	405
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$33.6K	175

ticker not yet mapped

$16.7M

191,131

0.9%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$11.9M	24,859
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5

$15.5M

24,864

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$13.3M

42,884

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$10.7M

10,785

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$10.5M

35,718

0.6%

—

INVESCO EXCH TRADED FD TR II · SR LN ETF CUSIP 46138G508
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$9.1M

445,052

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$8.3M

14,468

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$8.3M

27,376

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$6.9M

7,458

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$6.5M

17,377

0.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$5.5M

85,156

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$5.4M

15,942

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$5.3M

31,530

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$5.0M

20,301

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.6M

37,583

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.5M

20,775

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.4M

8,718

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PLAINS ALL AMERN PIPELINE L · UNIT LTD PARTN CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.3M

192,807

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.2M

12,866

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for WELLS FARGO & CO, as it reported them
WELLS FARGO & CO · COM CUSIP — src ↗	$4.0M	50,683
WELLS FARGO & CO · PERP PFD CNV A CUSIP — src ↗	$69.4K	60

$4.1M

50,743

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.0M

9,320

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.9M

12,152

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALIBABA GROUP HLDG LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.8M

30,321

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.8M

13,209

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.7M

6,812

0.2%

—

SELECT SECTOR SPDR TR

9 positions · 9 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.2M	19,392
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$639K	12,942
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$473K	3,556
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$464K	2,868
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$425K	3,903
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$250K	1,708
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$148K	1,801
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$58.8K	1,440
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$55.1K	1,200

ticker not yet mapped

$3.7M

48,810

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.3M

15,785

0.2%

—

DIMENSIONAL ETF TRUST

16 positions · 16 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$469K	9,684
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$422K	11,478
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$382K	5,372
DIMENSIONAL ETF TRUST · INTL CORE EQUITY CUSIP 25434V799 src ↗	$369K	10,393
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$362K	9,303
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$313K	5,018
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$272K	3,830
DIMENSIONAL ETF TRUST · INTL HIGH PROFIT CUSIP 25434V765 src ↗	$147K	4,565
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$127K	2,404
DIMENSIONAL ETF TRUST · US SMALL CAP VAL CUSIP 25434V815 src ↗	$102K	2,900
DIMENSIONAL ETF TRUST · GLOBAL REAL EST CUSIP 25434V658 src ↗	$71.7K	2,699
DIMENSIONAL ETF TRUST · INTL SMALL CAP E CUSIP 25434V773 src ↗	$53.4K	1,586
DIMENSIONAL ETF TRUST · INTL SMALL CAP V CUSIP 25434V781 src ↗	$41.0K	1,041
DIMENSIONAL ETF TRUST · US LARGE CAP VAL CUSIP 25434V666 src ↗	$41.0K	1,147
DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG CUSIP 25434V302 src ↗	$35.7K	1,054
DIMENSIONAL ETF TRUST · EMERGING MKTS VA CUSIP 25434V740 src ↗	$33.4K	934

ticker not yet mapped

$3.2M

73,408

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.1M

24,725

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.0M

19,367

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.0M

3,384

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.8M

28,897

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.8M

16,402

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.7M

13,777

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.5M

7,346

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.4M

4,914

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.4M

27,782

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — src ↗	$2.2M	45,844
BANK AMERICA CORP · 7.25%CNV PFD L CUSIP — src ↗	$119K	100

$2.4M

45,944

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.3M

29,520

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.3M

14,205

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.3M

7,293

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.2M

4,763

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.2M

10,158

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.1M

8,784

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHIRLPOOL CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.1M

38,697

0.1%

—

FOX FACTORY HLDG CORP · COM CUSIP 35138V102
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$2.0M

120,316

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PLAINS GP HLDGS L P · LTD PARTNR INT A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.0M

80,894

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.9M

14,661

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.9M

5,188

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AVEPOINT INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.8M

187,493

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

2 positions · 2 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$1.4M	9,238
ORACLE CORP · 6.5 DEP CUM SR D CUSIP — src ↗	$414K	9,000

$1.8M

18,238

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOODYS CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.7M

4,007

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.6M

4,721

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.6M

9,671

0.1%

—

EA SERIES TRUST · FREEDOM 100 EM CUSIP 02072L607
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$1.6M

29,257

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

13,076

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

19,251

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

14,018

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

1,731

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERCORE INC · CLASS A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

4,892

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

2,918

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

2,638

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

10,740

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA HEALTHCARE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

2,994

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FORD MTR CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

117,882

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

4,275

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIBERTY ENERGY INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

46,860

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

6,617

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

9,008

0.1%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$1.3M

6,009

0.1%

—

VANECK ETF TRUST

5 positions · 5 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · STEEL ETF CUSIP 92189F205 src ↗	$500K	5,442
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$440K	1,147
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$321K	3,500
VANECK ETF TRUST · MRNGSTR WDE MOAT CUSIP 92189F643 src ↗	$19.0K	196
VANECK ETF TRUST · AGRIBUSINESS ETF CUSIP 92189F700 src ↗	$8.5K	100

ticker not yet mapped

$1.3M

10,385

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows ANGELES WEALTH MANAGEMENT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$1.2M	13,983
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$74.9K	784
ISHARES TR · RUSEL 2500 ETF CUSIP 46435G268 src ↗	$27.3K	358
ISHARES TR · CORE INTL AGGR CUSIP 46435G672 src ↗	$2.1K	41

ticker not yet mapped

$1.3M

15,166

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

20,951

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

7,670

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARTERS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

35,260

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

2,086

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

1,777

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

8,664

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

5,115

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

2,137

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

5,348

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

POLARIS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

22,498

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 75.7%below median 80.0%
Concentration index: 461 bpsabove median 446 bps
Positions with value: 524 / 524median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 75.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 461 · QoQ moves: 560

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ANGELES WEALTH MANAGEMENT, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).