Managers / Q4 2023 · view latest →
ANGELES WEALTH MANAGEMENT, LLC
CIK 0001929170 · 429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, 90401 · 310-393-6300
Reported Value
$821M
Q4 2023
Positions
258
Filings on Record
17
2019–present window
Filed
Feb 13, 2024
original filing
Summary
Angeles Wealth Management, Llc reported $821M in U.S.-listed holdings across 258 positions for Q4 2023.
Its largest position, MGK, represents 11.0% of the portfolio.
Compared with Q3 2023, the fund opened 54 new positions and exited 20.
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 — Q4 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 ↗.