ANGELES WEALTH MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD STAR FDS | 0 | 1,643,243 | +1,643,243 | 0 | 126,710,494 | — | +126,710,494 |
| SPDR SERIES TRUST | 0 | 2,198,037 | +2,198,037 | 0 | 124,364,934 | — | +124,364,934 |
| ISHARES TR | 0 | 767,535 | +767,535 | 0 | 81,473,798 | — | +81,473,798 |
| PLAINS ALL AMERN PIPELINE L | 0 | 192,807 | +192,807 | 0 | 4,305,380 | — | +4,305,380 |
| SPDR GOLD TR | 0 | 9,320 | +9,320 | 0 | 4,010,088 | — | +4,010,088 |
| ALPHABET INC | 0 | 63,279 | +63,279 | 0 | 18,196,633 | — | +18,196,633 |
| VANGUARD INTL EQUITY INDEX F | 0 | 780,382 | +780,382 | 0 | 64,326,920 | — | +64,326,920 |
| ISHARES INC | 0 | 341,655 | +341,655 | 0 | 28,849,362 | — | +28,849,362 |
| AMAZON COM INC | 0 | 99,876 | +99,876 | 0 | 20,801,175 | — | +20,801,175 |
| VANGUARD INTL EQUITY INDEX F | 0 | 1,472,738 | +1,472,738 | 0 | 203,709,157 | — | +203,709,157 |
| COSTCO WHOLESALE CORPORATION | 0 | 10,785 | +10,785 | 0 | 10,746,119 | — | +10,746,119 |
| EXXON MOBIL CORP | 0 | 31,530 | +31,530 | 0 | 5,349,319 | — | +5,349,319 |
| NVIDIA CORPORATION | 0 | 169,540 | +169,540 | 0 | 29,569,373 | — | +29,569,373 |
| AVEPOINT INC | 0 | 187,493 | +187,493 | 0 | 1,783,058 | — | +1,783,058 |
| SPDR SERIES TRUST | 0 | 1,088,356 | +1,088,356 | 0 | 27,187,141 | — | +27,187,141 |
| LIBERTY ENERGY INC | 0 | 46,860 | +46,860 | 0 | 1,349,568 | — | +1,349,568 |
| CHEVRON CORPORATION | 0 | 15,785 | +15,785 | 0 | 3,265,917 | — | +3,265,917 |
| TESLA INC | 0 | 17,377 | +17,377 | 0 | 6,459,900 | — | +6,459,900 |
| WHIRLPOOL CORP | 0 | 38,697 | +38,697 | 0 | 2,086,542 | — | +2,086,542 |
| ISHARES TR | 0 | 29,074 | +29,074 | 0 | 1,032,708 | — | +1,032,708 |
| JOHNSON & JOHNSON | 0 | 20,301 | +20,301 | 0 | 4,962,307 | — | +4,962,307 |
| GE VERNOVA INC | 0 | 3,384 | +3,384 | 0 | 2,955,573 | — | +2,955,573 |
| MERCK & CO INC | 0 | 37,583 | +37,583 | 0 | 4,552,654 | — | +4,552,654 |
| QUANTA SVCS INC | 0 | 6,812 | +6,812 | 0 | 3,739,924 | — | +3,739,924 |
| TCW ETF TRUST | 0 | 28,350 | +28,350 | 0 | 779,772 | — | +779,772 |
| LAM RESEARCH CORP | 0 | 10,158 | +10,158 | 0 | 2,172,400 | — | +2,172,400 |
| ASML HLDG NV | 0 | 798 | +798 | 0 | 1,054,022 | — | +1,054,022 |
| APPLE INC | 0 | 182,360 | +182,360 | 0 | 46,281,072 | — | +46,281,072 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 24,859 | +24,859 | 0 | 11,912,404 | — | +11,912,404 |
| WALMART INC | 0 | 24,725 | +24,725 | 0 | 3,078,529 | — | +3,078,529 |
| MICRON TECHNOLOGY INC | 0 | 7,346 | +7,346 | 0 | 2,482,770 | — | +2,482,770 |
| APA CORPORATION | 0 | 13,998 | +13,998 | 0 | 594,075 | — | +594,075 |
| ISHARES TR | 0 | 182,000 | +182,000 | 0 | 7,745,920 | — | +7,745,920 |
| VANGUARD WHITEHALL FDS | 0 | 123,124 | +123,124 | 0 | 18,234,596 | — | +18,234,596 |
| ISHARES TR | 0 | 285,545 | +285,545 | 0 | 8,657,720 | — | +8,657,720 |
| CONOCOPHILLIPS | 0 | 10,740 | +10,740 | 0 | 1,417,680 | — | +1,417,680 |
| VANECK ETF TRUST | 0 | 5,442 | +5,442 | 0 | 499,630 | — | +499,630 |
| FREEPORT MCMORAN INC | 0 | 12,607 | +12,607 | 0 | 741,054 | — | +741,054 |
| ISHARES TR | 0 | 70,782 | +70,782 | 0 | 7,129,179 | — | +7,129,179 |
| INVESCO EXCH TRADED FD TR II | 0 | 445,052 | +445,052 | 0 | 9,083,508 | — | +9,083,508 |
| SPDR INDEX SHS FDS | 0 | 9,900 | +9,900 | 0 | 464,409 | — | +464,409 |
| SPOTIFY TECHNOLOGY S A | 0 | 1,366 | +1,366 | 0 | 662,387 | — | +662,387 |
| EATON CORP PLC | 0 | 5,188 | +5,188 | 0 | 1,855,592 | — | +1,855,592 |
| CATERPILLAR INC | 0 | 1,777 | +1,777 | 0 | 1,258,979 | — | +1,258,979 |
| ASTRAZENECA PLC | 0 | 2,176 | +2,176 | 0 | 428,523 | — | +428,523 |
| CONSOLIDATED EDISON INC | 0 | 3,746 | +3,746 | 0 | 423,972 | — | +423,972 |
| PLAINS GP HLDGS L P | 0 | 80,894 | +80,894 | 0 | 1,964,106 | — | +1,964,106 |
| ORACLE CORP | 0 | 9,000 | +9,000 | 0 | 413,730 | — | +413,730 |
| APPLIED MATLS INC | 0 | 4,721 | +4,721 | 0 | 1,613,591 | — | +1,613,591 |
| VANGUARD TAX-MANAGED FDS | 0 | 85,156 | +85,156 | 0 | 5,456,789 | — | +5,456,789 |
| ISHARES SILVER TR | 0 | 5,523 | +5,523 | 0 | 376,337 | — | +376,337 |
| DIMENSIONAL ETF TRUST | 0 | 5,372 | +5,372 | 0 | 382,127 | — | +382,127 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 15,942 | +15,942 | 0 | 5,402,131 | — | +5,402,131 |
| PHILLIPS 66 | 0 | 5,909 | +5,909 | 0 | 1,076,502 | — | +1,076,502 |
| FOX FACTORY HLDG CORP | 0 | 120,316 | +120,316 | 0 | 1,980,401 | — | +1,980,401 |
| IPG PHOTONICS CORP | 0 | 3,150 | +3,150 | 0 | 360,959 | — | +360,959 |
| RTX CORPORATION | 0 | 13,777 | +13,777 | 0 | 2,657,577 | — | +2,657,577 |
| VANECK ETF TRUST | 0 | 3,500 | +3,500 | 0 | 321,195 | — | +321,195 |
| VALERO ENERGY CORP | 0 | 3,187 | +3,187 | 0 | 787,419 | — | +787,419 |
| ISHARES TR | 0 | 7,784 | +7,784 | 0 | 319,611 | — | +319,611 |
| LOCKHEED MARTIN CORP | 0 | 2,086 | +2,086 | 0 | 1,260,758 | — | +1,260,758 |
| GILEAD SCIENCES INC | 0 | 5,936 | +5,936 | 0 | 827,300 | — | +827,300 |
| CROWDSTRIKE HLDGS INC | 0 | 2,169 | +2,169 | 0 | 846,799 | — | +846,799 |
| WASTE CONNECTIONS INC | 0 | 1,886 | +1,886 | 0 | 306,362 | — | +306,362 |
| COLGATE PALMOLIVE CO | 0 | 27,782 | +27,782 | 0 | 2,367,888 | — | +2,367,888 |
| LINDE PLC | 0 | 2,918 | +2,918 | 0 | 1,446,628 | — | +1,446,628 |
| SELECT SECTOR SPDR TR | 0 | 19,392 | +19,392 | 0 | 1,187,978 | — | +1,187,978 |
| TARGA RES CORP | 0 | 1,182 | +1,182 | 0 | 296,363 | — | +296,363 |
| WESTERN DIGITAL CORP | 0 | 1,087 | +1,087 | 0 | 294,023 | — | +294,023 |
| EQUINIX INC | 0 | 299 | +299 | 0 | 293,092 | — | +293,092 |
| SELECT SECTOR SPDR TR | 0 | 2,868 | +2,868 | 0 | 463,842 | — | +463,842 |
| KROGER CO | 0 | 3,963 | +3,963 | 0 | 286,763 | — | +286,763 |
| IMPERIAL OIL LTD | 0 | 2,170 | +2,170 | 0 | 285,222 | — | +285,222 |
| GSK PLC | 0 | 5,092 | +5,092 | 0 | 283,434 | — | +283,434 |
| NETFLIX INC. | 0 | 28,897 | +28,897 | 0 | 2,778,447 | — | +2,778,447 |
| SCHWAB STRATEGIC TR | 0 | 11,693 | +11,693 | 0 | 299,804 | — | +299,804 |
| VERTIV HOLDINGS CO | 0 | 1,128 | +1,128 | 0 | 282,654 | — | +282,654 |
| MONOLITHIC PWR SYS INC | 0 | 258 | +258 | 0 | 282,600 | — | +282,600 |
| EVERUS CONSTR GROUP | 0 | 8,628 | +8,628 | 0 | 1,018,622 | — | +1,018,622 |
| ROSS STORES INC | 0 | 1,295 | +1,295 | 0 | 280,536 | — | +280,536 |
| PEPSICO INC | 0 | 19,367 | +19,367 | 0 | 3,007,501 | — | +3,007,501 |
| SHELL PLC | 0 | 6,611 | +6,611 | 0 | 614,823 | — | +614,823 |
| DIMENSIONAL ETF TRUST | 0 | 3,830 | +3,830 | 0 | 271,558 | — | +271,558 |
| COCA COLA CO | 0 | 19,251 | +19,251 | 0 | 1,473,979 | — | +1,473,979 |
| HSBC HLDGS PLC | 0 | 3,190 | +3,190 | 0 | 270,420 | — | +270,420 |
| NEXTERA ENERGY INC | 0 | 10,903 | +10,903 | 0 | 1,012,671 | — | +1,012,671 |
| SANDISK CORP | 0 | 417 | +417 | 0 | 264,937 | — | +264,937 |
| WELLTOWER INC | 0 | 3,095 | +3,095 | 0 | 611,948 | — | +611,948 |
| SOUTHERN CO | 0 | 2,739 | +2,739 | 0 | 264,368 | — | +264,368 |
| TOTALENERGIES SE | 0 | 2,840 | +2,840 | 0 | 260,194 | — | +260,194 |
| CISCO SYS INC | 0 | 29,520 | +29,520 | 0 | 2,290,457 | — | +2,290,457 |
| PROTO LABS INC | 0 | 4,490 | +4,490 | 0 | 256,020 | — | +256,020 |
| VERIZON COMMUNICATIONS INC | 0 | 14,372 | +14,372 | 0 | 721,474 | — | +721,474 |
| HANOVER INS GROUP INC | 0 | 1,444 | +1,444 | 0 | 250,317 | — | +250,317 |
| DARDEN RESTAURANTS INC | 0 | 1,274 | +1,274 | 0 | 249,755 | — | +249,755 |
| WHEATON PRECIOUS METALS CORP | 0 | 1,896 | +1,896 | 0 | 248,760 | — | +248,760 |
| QUAKER HOUGHTON | 0 | 1,992 | +1,992 | 0 | 247,466 | — | +247,466 |
| DIMENSIONAL ETF TRUST | 0 | 5,018 | +5,018 | 0 | 313,403 | — | +313,403 |
| BANCO SANTANDER SA | 0 | 21,653 | +21,653 | 0 | 244,246 | — | +244,246 |
| UBS GROUP AG | 0 | 6,241 | +6,241 | 0 | 243,836 | — | +243,836 |