ETF Holders

Angeles Wealth Management, LLC ETF holdings

Santa Monica, CA

Reported $1.5B in 226 ETFs in its Form 13F for June 30, 2026.

ETF value
$1.5B
ETFs held
226
Change from prior quarter
+16.8%
With price moves
ETFs as a share of its 13F
70.8%
of $2.2B

Top 10 of 226 ETF holdings

TickerFundValueSharesChange
MGKVanguard Morningstar Mega Cap Growth ETF$252.3M2,869,561+2,298,377 shares
VTVanguard Total World Stock ETF$237.8M1,515,162+42,424 shares
VXUSVanguard Total International Stock ETF$147.1M1,720,778+77,535 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$140.5M2,311,111+113,074 shares
VOOVanguard S&P 500 ETF$115.0M167,407+3,133 shares
MUBiShares National Muni Bond ETF$83.8M778,690+11,155 shares
SCHGSchwab U.S. Large-Cap Growth ETF$82.1M2,425,844+66,108 shares
VGKVanguard FTSE Europe ETF$72.4M817,271+36,889 shares
VTVVanguard Morningstar Value ETF$54.3M248,948+482 shares
SPYState Street SPDR S&P 500 ETF Trust$47.2M606,525+551,277 shares
216 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001929170. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Angeles Wealth Management, LLC own?

Angeles Wealth Management, LLC reported 226 ETF positions worth $1.5B in its Form 13F for June 30, 2026. The largest was MGK, at $252.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.