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AWM

Angeles Wealth Management Portfolio holdings

AUM $2.19B
1-Year Est. Return 23.13%
This Fund
S&P 500
This Quarter Est. Return
+11.36%
1 Year Est. Return
+23.13%
3 Year Est. Return
+70.39%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.46B
AUM Growth
+$254M
Cap. Flow
+$123M
Cap. Flow %
8.43%
Top 10 Hldgs %
61.8%
Holding
460
New
93
Increased
200
Reduced
84
Closed
31

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$37.9M
2
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.7M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$14.4M
4
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$13.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.54M

Top Sells

Rank Stock Value
1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$15.3M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.73M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.4M
4
PII icon
Polaris
PII
+$830K
5
UNH icon
UnitedHealth
UNH
+$550K

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 5.96%
3 Consumer Discretionary 2.94%
4 Healthcare 2.17%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
176
Automatic Data Processing
ADP
$109B
$548K 0.04%
1,777
+214
+14% +$65.7K
BSX icon
177
Boston Scientific
BSX
$71.4B
$535K 0.04%
4,983
+617
+14% +$62.4K
ECG
178
Everus Construction Group
ECG
$7.12B
$535K 0.04%
8,421
+51
+0.6% +$2.58K
MMM icon
179
3M
MMM
$93.2B
$533K 0.04%
3,501
-42
-1% -$6K
KMI icon
180
Kinder Morgan
KMI
$69.7B
$509K 0.03%
17,328
-471
-3% -$12.9K
IEFA icon
181
iShares Core MSCI EAFE ETF
IEFA
$194B
$508K 0.03%
6,085
+5,247
+626% +$416K
STX icon
182
Seagate
STX
$193B
$503K 0.03%
3,485
+76
+2% +$7.87K
DJCO icon
183
Daily Journal
DJCO
$795M
$483K 0.03%
1,145
– –
SGOV icon
184
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$481K 0.03%
+4,774
New +$480K
PSX icon
185
Phillips 66
PSX
$82.4B
$479K 0.03%
4,011
-283
-7% -$31.7K
SNPS icon
186
Synopsys
SNPS
$77.7B
$478K 0.03%
+932
New +$434K
SCHD icon
187
Schwab US Dividend Equity ETF
SCHD
$105B
$468K 0.03%
17,673
+7,173
+68% +$187K
RBC icon
188
RBC Bearings
RBC
$17.9B
$467K 0.03%
1,213
– –
DE icon
189
Deere & Co
DE
$166B
$465K 0.03%
915
+234
+34% +$115K
VEEV icon
190
Veeva Systems
VEEV
$35.4B
$465K 0.03%
1,614
+90
+6% +$22.3K
CB icon
191
Chubb
CB
$137B
$462K 0.03%
1,593
+236
+17% +$67.9K
USB icon
192
US Bancorp
USB
$99.4B
$459K 0.03%
+10,147
New +$427K
VEU icon
193
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
$456K 0.03%
6,777
– –
CRWD icon
194
CrowdStrike
CRWD
$211B
$453K 0.03%
3,556
+540
+18% +$58.5K
XLK icon
195
State Street Technology Select Sector SPDR ETF
XLK
$122B
$450K 0.03%
3,556
+3,064
+623% +$340K
IUSB icon
196
iShares Core Universal USD Bond ETF
IUSB
$43B
$440K 0.03%
+9,522
New +$435K
GILD icon
197
Gilead Sciences
GILD
$162B
$438K 0.03%
3,954
+1,617
+69% +$172K
RAMP icon
198
LiveRamp
RAMP
$2.3B
$433K 0.03%
13,113
+1,211
+10% +$35.2K
T icon
199
AT&T
T
$162B
$432K 0.03%
14,942
+2,732
+22% +$75.3K
ETN icon
200
Eaton
ETN
$174B
$431K 0.03%
1,206
+88
+8% +$27.1K
6 7
8
9 10

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ORCP
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CAG
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ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
ET
Entropy Technologies New York $2.17B AUM 21.46% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Angeles Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Angeles Wealth Management held 460 positions worth $1.46B, up 21% from $1.2B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Angeles Wealth Management deployed $123M of net new capital in Q2 2025, opening 93 new positions and adding to 200 existing holdings. Its largest new stake was Vanguard FTSE Developed Markets ETF: 74,244 shares worth $4.23M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Large-Cap Growth ETF, an estimated $15.3M trimmed.

  • Angeles Wealth Management's largest Q2 2025 buy was Vanguard FTSE Developed Markets ETF: 74,244 shares worth $4.23M.
  • Angeles Wealth Management added most to iShares National Muni Bond ETF in Q2 2025, an estimated $37.9M increase.
  • Angeles Wealth Management's biggest Q2 2025 reduction was Schwab US Large-Cap Growth ETF, cutting an estimated $15.3M.
  • Angeles Wealth Management fully exited iShares MSCI USA Value Factor ETF in Q2 2025, selling an estimated $320K.
  • Angeles Wealth Management's ten largest holdings make up 62% of its $1.46B portfolio in Q2 2025.
  • Angeles Wealth Management opened 93 new positions and closed 31 in Q2 2025.
  • Angeles Wealth Management's portfolio value rose 21% quarter-over-quarter to $1.46B.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.