Managers / Q1 2022 · view latest →
ANGELES WEALTH MANAGEMENT, LLC
CIK 0001929170 · 429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, 90401 · 310-393-6300
Reported Value
$528M
Q1 2022
Positions
192
Filings on Record
17
2019–present window
Filed
May 16, 2022
original filing
Summary
Angeles Wealth Management, Llc reported $528M in U.S.-listed holdings across 192 positions for Q1 2022.
Its largest position, Vanguard World Fd, represents 10.9% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 69.0% · $365M
- Common Stock · 28.6% · $151M
- Other · 1.5% · $8M
- REIT · 0.9% · $5M
- ADR · 0.1% · $492,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.8B | 524 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.8B | 465 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.6B | 408 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.5B | 429 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 367 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 369 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 328 | Oct 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 305 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1000M | 296 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $821M | 258 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $708M | 224 | Oct 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $734M | 217 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $672M | 206 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $571.3B | 211 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $505M | 212 | Nov 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $501M | 197 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $528M | 192 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.