Managers / Q2 2023 · view latest →
ANGELES WEALTH MANAGEMENT, LLC
CIK 0001929170 · 429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, 90401 · 310-393-6300
Reported Value
$734M
Q2 2023
Positions
217
Filings on Record
17
2019–present window
Filed
Aug 10, 2023
original filing
Summary
Angeles Wealth Management, Llc reported $734M in U.S.-listed holdings across 217 positions for Q2 2023.
Its largest position, MGK, represents 10.3% of the portfolio.
Compared with Q1 2023, the fund opened 18 new positions and exited 7.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2023
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 ↗.