ANGELES WEALTH MANAGEMENT, LLC

CIK 1929170 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $1.8B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: MEGA GRWTH IND · position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910`	TRIM	−$33.4M	−18,272	$243M	$210M	589,456	571,184
—	share class as filed: TT WRLD ST ETF · position key `pos:11199` · issuer key `iss:2480`	ADD	+$2.1M	+43,807	$202M	$204M	1,428,931	1,472,738
—	share class as filed: VG TL INTL STK F · position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909`	ADD	+$21.6M	+250,388	$105M	$127M	1,392,855	1,643,243
—	share class as filed: STATE STREET SPD · position key `pos:12962` · issuer key `iss:1602`	ADD	+$6.6M	+125,407	$118M	$124M	2,072,630	2,198,037
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	−$3.9M	+1,586	$102M	$98.2M	162,688	164,274
—	share class as filed: NATIONAL MUN ETF · position key `pos:16556` · issuer key `iss:1013`	ADD	+$6.2M	+64,588	$75.3M	$81.5M	702,947	767,535
—	share class as filed: US LCAP GR ETF · position key `pos:17143` · issuer key `iss:1633`	ADD	−$7.5M	+22,911	$76.2M	$68.7M	2,336,825	2,359,736
—	share class as filed: FTSE EUROPE ETF · position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `iss:2480`	ADD	+$2.7M	+43,000	$61.7M	$64.3M	737,382	780,382
—	share class as filed: VALUE ETF · position key `pos:10986` · issuer key `iss:2483`	TRIM	+$213K	−5,665	$48.5M	$48.7M	254,131	248,466
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	+$652K	+14,521	$45.6M	$46.3M	167,839	182,360
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	ADD	−$1.7M	+35	$37.7M	$36.0M	55,213	55,248
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$11.5M	−1,107	$47.5M	$35.9M	98,172	97,065
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	+$1.8M	+20,611	$27.8M	$29.6M	148,929	169,540
—	share class as filed: MSCI JAPAN ETF · position key `pos:12799` · issuer key `iss:1016`	ADD	+$2.5M	+14,910	$26.4M	$28.8M	326,745	341,655
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:ec46aef002af82b45acef2233f68afee` · issuer key `iss:2452`	ADD	+$1.4M	+71,186	$25.8M	$27.2M	1,017,170	1,088,356
—	share class as filed: MSCI WORLD ETF · position key `sid:sec:prov:dc4462d5012498b46ee7f6e0a2a0b533` · issuer key `cusip6:464286`	TRIM	−$1.5M	−4,685	$22.7M	$21.2M	122,386	117,701
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	+$2.4M	+20,095	$18.4M	$20.8M	79,781	99,876
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	+$3.0M	+14,621	$15.2M	$18.2M	48,658	63,279
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	TRIM	−$2.2M	−4,201	$18.9M	$16.7M	56,306	52,105
—	share class as filed: CORE MSCI TOTAL · position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F`	TRIM	+$20.5K	−3,976	$15.4M	$15.5M	182,485	178,509

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
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$564K	$17.7M	$18.2M	123,124	123,124
—	share class as filed: INTL SEL DIV ETF · position key `pos:13014` · issuer key `iss:1013`	NO CHANGE	+$566K	$7.2M	$7.7M	182,000	182,000
—	share class as filed: INTL HIGH ETF · position key `pos:14012` · issuer key `iss:2479`	NO CHANGE	+$187K	$4.0M	$4.1M	44,000	44,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: LTD PARTNR INT A · position key `pos:13791` · issuer key `iss:1460`	NO CHANGE	+$416K	$1.5M	$2.0M	80,894	80,894
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	NO CHANGE	−$146K	$1.8M	$1.6M	14,345	14,345
—	share class as filed: CORE MSCI INTL · position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G`	NO CHANGE	+$15.2K	$1.2M	$1.2M	13,983	13,983
—	share class as filed: INF TECH ETF · position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `iss:2481`	NO CHANGE	−$86.7K	$1.2M	$1.1M	1,547	1,547
—	share class as filed: SHORT DURATION I · position key `sid:sec:prov:0e1d5b0f8585a815bfbf52842ec821a8` · issuer key `cusip6:64135A`	NO CHANGE	−$8.2K	$885K	$877K	17,293	17,293
—	share class as filed: AMPLIFY JUNIOR S · position key `sid:sec:prov:bcf113cbf36fa77b6db16ba061366c9e` · issuer key `iss:2339`	NO CHANGE	+$57.3K	$773K	$830K	27,928	27,928
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$7.6K	$764K	$772K	7,941	7,941
—	share class as filed: STATE STREET SPD · position key `pos:12580` · issuer key `iss:1602`	NO CHANGE	−$64.6K	$785K	$720K	7,354	7,354
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12978` · issuer key `iss:1611`	NO CHANGE	−$8.2K	$711K	$703K	51,252	51,252
—	share class as filed: US EQT ETF · position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072`	NO CHANGE	−$3.3K	$615K	$612K	5,505	5,505
—	share class as filed: PURE CANNABIS · position key `sid:sec:prov:d0e2ef4275d8fd1354e16fa257f26d8c` · issuer key `cusip6:00768Y`	NO CHANGE	−$155K	$765K	$609K	231,707	231,707
—	share class as filed: US DIVIDEND EQ · position key `pos:10714` · issuer key `iss:1633`	NO CHANGE	+$56.8K	$479K	$536K	17,463	17,463
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10206` · issuer key `iss:553`	NO CHANGE	−$5.2K	$509K	$504K	1,044	1,044
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X`	NO CHANGE	+$990	$463K	$464K	9,900	9,900
—	share class as filed: SEMICONDUCTR ETF · position key `pos:15938` · issuer key `iss:2474`	NO CHANGE	+$26.7K	$413K	$440K	1,147	1,147
—	share class as filed: US HIGH PROFITAB · position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V`	NO CHANGE	−$14.6K	$437K	$422K	11,478	11,478
—	share class as filed: GLB INFRASTR ETF · position key `pos:16688` · issuer key `iss:1013`	NO CHANGE	+$32.1K	$350K	$382K	5,700	5,700
—	share class as filed: BETABUILDERS CDA · position key `sid:sec:prov:226a4297642329575a5efb83e59841ae` · issuer key `iss:2408`	NO CHANGE	+$4.2K	$371K	$375K	3,986	3,986
—	share class as filed: INTL CORE EQUITY · position key `sid:sec:prov:ca43aa0d264ded3a0a711580ae6bca3a` · issuer key `cusip6:25434V`	NO CHANGE	+$11.1K	$358K	$369K	10,393	10,393
—	share class as filed: US CORE EQUITY 2 · position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V`	NO CHANGE	−$6.8K	$368K	$362K	9,303	9,303
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14707` · issuer key `iss:1978`	NO CHANGE	−$102K	$432K	$330K	10,653	10,653
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A SHS · position key `pos:13330` · issuer key `iss:905`	NO CHANGE	+$36.3K	$286K	$323K	8,300	8,300
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11668` · issuer key `iss:164`	NO CHANGE	−$35.4K	$324K	$288K	16,000	16,000
—	share class as filed: TIPS BD ETF · position key `pos:16133` · issuer key `iss:1012`	NO CHANGE	+$1.1K	$277K	$278K	2,516	2,516
—	share class as filed: COM · position key `pos:16843` · issuer key `iss:2457`	NO CHANGE	−$57.0K	$333K	$276K	15,000	15,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15009` · issuer key `iss:1824`	NO CHANGE	+$1.1K	$272K	$273K	18,553	18,553
—	share class as filed: MORNSTAR UPSTR · position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L`	NO CHANGE	+$43.4K	$214K	$257K	4,664	4,664
—	share class as filed: RUS 2000 GRW ETF · position key `pos:16516` · issuer key `iss:1012`	NO CHANGE	−$7.2K	$252K	$245K	780	780
—	share class as filed: BETABUILDERS EUR · position key `sid:sec:prov:94effc62a12da8789aaed208e743907e` · issuer key `iss:2408`	NO CHANGE	−$2.9K	$242K	$240K	3,308	3,308
—	share class as filed: ACTIVEBETA US LG · position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `iss:2392`	NO CHANGE	−$13.8K	$252K	$238K	1,900	1,900
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12022` · issuer key `iss:1376`	NO CHANGE	+$36.1K	$183K	$219K	13,576	13,576
—	share class as filed: ISHARES SEMICDTR · position key `pos:17516` · issuer key `iss:1012`	NO CHANGE	+$18.1K	$198K	$216K	657	657
—	share class as filed: STATE STREET SPD · position key `pos:13782` · issuer key `iss:1602`	NO CHANGE	−$8.9K	$213K	$204K	2,576	2,576
—	share class as filed: STATE STREET ULT · position key `sid:sec:prov:2ecc9bba989e66d0168081677d647fc7` · issuer key `cusip6:78467V`	NO CHANGE	−$25	$203K	$203K	5,000	5,000
—	share class as filed: ULTRA SHRT ETF · position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `iss:2408`	NO CHANGE	−$638	$203K	$202K	4,000	4,000
—	share class as filed: MSCI AUSTRIA ETF · position key `sid:sec:prov:47cadfef602b3efec7d79ac57eea770c` · issuer key `cusip6:464286`	NO CHANGE	−$106	$188K	$188K	5,310	5,310
—	share class as filed: U.S. TECH ETF · position key `pos:11514` · issuer key `iss:1012`	NO CHANGE	−$18.3K	$201K	$183K	1,006	1,006
—	share class as filed: SH BEN INT · position key `sid:sec:prov:a16d21eaaf55b674385ff7e2f0c2981d` · issuer key `cusip6:355145`	NO CHANGE	+$221	$177K	$177K	22,088	22,088
—	share class as filed: SER A MAND CNV · position key `pos:11085` · issuer key `iss:141`	NO CHANGE	−$49.9K	$226K	$176K	3,000	3,000
—	share class as filed: COM NEW · position key `sid:sec:prov:6ba8d425d8fc11336e25c6cbc875fbae` · issuer key `cusip6:23786R`	NO CHANGE	−$53.9K	$221K	$167K	43,100	43,100
—	share class as filed: COM · position key `sid:sec:prov:723571c426e647e173bd600db3b80809` · issuer key `cusip6:Y92335`	NO CHANGE	+$24.7K	$131K	$156K	77,052	77,052
—	share class as filed: INTL HIGH PROFIT · position key `sid:sec:prov:f25d12eac7693e7339f8a3d88399ae08` · issuer key `cusip6:25434V`	NO CHANGE	+$2.5K	$145K	$147K	4,565	4,565
—	share class as filed: GLOBAL TECH ETF · position key `pos:10195` · issuer key `iss:1012`	NO CHANGE	−$7.1K	$149K	$142K	1,420	1,420
—	share class as filed: EQUAL WEIGHT US · position key `pos:17637` · issuer key `iss:2392`	NO CHANGE	−$736	$136K	$135K	1,600	1,600
—	share class as filed: 7.25%CNV PFD L · position key `pos:13332` · issuer key `iss:230`	NO CHANGE	−$7.7K	$127K	$119K	100	100
—	share class as filed: EAFE GRWTH ETF · position key `pos:16666` · issuer key `iss:1013`	NO CHANGE	−$2.5K	$111K	$108K	972	972
—	share class as filed: FUNDAMENTAL EMER · position key `pos:17066` · issuer key `iss:1633`	NO CHANGE	+$6.2K	$101K	$107K	2,800	2,800
—	share class as filed: COM · position key `sid:sec:prov:8e283ff869c7c14e8df8ad58f49bab17` · issuer key `cusip6:91702V`	NO CHANGE	+$3.1K	$101K	$104K	28,590	28,590
—	share class as filed: BLACKSWAN GRWT · position key `sid:sec:prov:7209dd0f2d4e317201aa853c5bba4bec` · issuer key `iss:2339`	NO CHANGE	−$4.7K	$109K	$104K	3,344	3,344
—	share class as filed: SHS BEN INT · position key `sid:sec:prov:2609cfc6a0a2fb405c0777280ace19c3` · issuer key `cusip6:85512G`	NO CHANGE	−$8.7K	$109K	$99.9K	13,199	13,199
—	share class as filed: INTL SMCP VLU · position key `sid:sec:prov:1a16c94e63bc0be2b7b032875805818f` · issuer key `cusip6:025072`	NO CHANGE	+$5.5K	$87.6K	$93.1K	932	932
—	share class as filed: COMM SRVC ETF · position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `iss:2481`	NO CHANGE	−$5.8K	$82.1K	$76.3K	424	424
—	share class as filed: ESG AW MSCI EAFE · position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G`	NO CHANGE	+$415	$74.5K	$74.9K	784	784
—	share class as filed: FUNDAMENTAL INTL · position key `pos:16724` · issuer key `iss:1633`	NO CHANGE	+$5.6K	$67.8K	$73.4K	1,500	1,500
—	share class as filed: COM · position key `sid:sec:prov:3559b9a529afea19aefd633d9c4260fb` · issuer key `cusip6:22978P`	NO CHANGE	−$23.4K	$94.7K	$71.3K	310,000	310,000
—	share class as filed: PERP PFD CNV A · position key `pos:15428` · issuer key `iss:1955`	NO CHANGE	−$3.4K	$72.8K	$69.4K	60	60
—	share class as filed: COM · position key `sid:sec:prov:26b6944a8cb0456aca8d1c8202a4d4db` · issuer key `cusip6:320551`	NO CHANGE	−$5.0K	$61.1K	$56.1K	10,208	10,208
—	share class as filed: STATE STREET UTI · position key `pos:17300` · issuer key `iss:2454`	NO CHANGE	+$3.8K	$51.2K	$55.1K	1,200	1,200
—	share class as filed: BETABULDRS JAPAN · position key `sid:sec:prov:3a2576efa8f5a1bcfc792e15eece4e9a` · issuer key `iss:2408`	NO CHANGE	+$2.3K	$51.0K	$53.3K	774	774
—	share class as filed: MEGA CAP VAL ETF · position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910`	NO CHANGE	+$1.3K	$50.1K	$51.5K	355	355
—	share class as filed: ISHARES BIOTECH · position key `pos:13874` · issuer key `iss:1012`	NO CHANGE	+$17	$34.9K	$35.0K	207	207
—	share class as filed: MSCI USA QLT FCT · position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F`	NO CHANGE	−$1.2K	$34.8K	$33.6K	175	175
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	NO CHANGE	−$1.6K	$35.1K	$33.5K	94	94
—	share class as filed: S&P 100 ETF · position key `pos:17056` · issuer key `iss:1012`	NO CHANGE	−$2.3K	$32.2K	$29.9K	94	94
—	share class as filed: EXTEND MKT ETF · position key `pos:13780` · issuer key `iss:2483`	NO CHANGE	−$471	$29.7K	$29.2K	142	142
—	share class as filed: UNIT 11/01/2027 · position key `pos:11731` · issuer key `iss:1311`	NO CHANGE	+$2.1K	$26.9K	$29.0K	552	552
—	share class as filed: BLOOMBERG INTL T · position key `pos:16863` · issuer key `iss:1602`	NO CHANGE	−$684	$26.6K	$25.9K	1,180	1,180
—	share class as filed: ISHS 5-10YR INVT · position key `pos:10953` · issuer key `iss:1013`	NO CHANGE	−$313	$25.6K	$25.3K	475	475
—	share class as filed: CORE S&P US GWT · position key `pos:11834` · issuer key `iss:1012`	NO CHANGE	−$1.8K	$23.7K	$21.9K	141	141
—	share class as filed: MRNGSTR WDE MOAT · position key `sid:sec:prov:010e2160f1ec02962699c77a9cdd8dc1` · issuer key `iss:2474`	NO CHANGE	−$1.3K	$20.3K	$19.0K	196	196
—	share class as filed: US MID-CAP ETF · position key `pos:16793` · issuer key `iss:1633`	NO CHANGE	+$497	$16.8K	$17.3K	559	559
—	share class as filed: FTSE PACIFIC ETF · position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `iss:2480`	NO CHANGE	+$1.3K	$16.0K	$17.3K	177	177
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X`	NO CHANGE	+$204	$11.0K	$11.2K	305	305
—	share class as filed: COM · position key `sid:sec:prov:6f32fb53513724b130df059c6b11d41e` · issuer key `cusip6:244916`	NO CHANGE	−$4.0K	$15.1K	$11.1K	20,000	20,000
—	share class as filed: AGRIBUSINESS ETF · position key `sid:sec:prov:8a1e9e798fccc59708ff09ca50fbdeab` · issuer key `iss:2474`	NO CHANGE	+$1.2K	$7.3K	$8.5K	100	100
—	share class as filed: INTL EQT ETF · position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072`	NO CHANGE	+$214	$7.0K	$7.2K	85	85
—	share class as filed: BETABUILDERS DEV · position key `sid:sec:prov:67d893cb460e2f0c6371fa4e141cbbf0` · issuer key `iss:2408`	NO CHANGE	+$366	$6.5K	$6.9K	116	116
—	share class as filed: ESG OPTIMIZED · position key `pos:10919` · issuer key `iss:1013`	NO CHANGE	−$290	$5.6K	$5.3K	40	40
—	share class as filed: PURE US CANNABIS · position key `sid:sec:prov:0d003418ee60e3375a0b60ea1abf459c` · issuer key `cusip6:00768Y`	NO CHANGE	−$1.4K	$5.7K	$4.3K	1,200	1,200
—	share class as filed: US REGNL BKS ETF · position key `pos:13112` · issuer key `iss:1013`	NO CHANGE	−$77	$3.3K	$3.2K	59	59
—	share class as filed: MSCI TAIWAN ETF · position key `pos:11286` · issuer key `iss:1016`	NO CHANGE	+$273	$2.4K	$2.6K	37	37

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

372 issuers · 524 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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 75.7%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 461 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 524 / 524median book 97.5 positions

560 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.