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Livermore
Livermore
ZHEN

Angeles Wealth Management, LLC

SEC CIK
0001929170
Latest filing
Jul 28, 2026

The latest 13F from Angeles Wealth Management, LLC covers Q2 2026 (filed Jul 28, 2026): 628 long positions worth $2.19B. The top 10 holdings make up 56.7% of the portfolio, and the largest is Vanguard World FD at 11.5%. Livermore has 18 filings on Form 13F from this institution, going back to Q1 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
135
Est. +$38.6M
Added
282
Est. +$143.4M
Reduced
114
Est. −$9.90M
Sold out
31
Est. −$7.55M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard World FD921910816
    11.5%$252.3M
  2. Vanguard Total World Stock ETF922042742
    10.9%$237.8M
  3. Vanguard Star FDS921909768
    6.7%$147.1M
  4. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    6.4%$140.5M
  5. Vanguard S&P 500 ETF922908363
    5.3%$115.0M

Share of portfolio

Top 5 holdings and the other 623 positions, by share of portfolio value

  1. Vanguard World FD11.5%
  2. Vanguard Total World Stock ETF10.9%
  3. Vanguard Star FDS6.7%
  4. State Street SPDR Portfolio S&P 500 Value ETF6.4%
  5. Vanguard S&P 500 ETF5.3%
  6. Other 623 positions59.2%

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$42.9MAddedHistory
  2. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    +$6.87MAdded
  3. Vanguard Total World Stock ETF922042742
    +$6.66MAdded
  4. Vanguard Star FDS921909768
    +$6.63MAdded
  5. AMZNAmazon Com Inc
    +$4.44MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.32 pp0.1% → 0.5%History
  2. SPYSPDR S&P 500 ETF Trust
    +0.20 pp2.0% → 2.2%History
  3. GOOGLAlphabet Inc.
    +0.20 pp1.0% → 1.2%History
  4. AMZNAmazon Com Inc
    +0.16 pp1.1% → 1.3%History
  5. AMDAdvanced Micro Devices Inc
    +0.13 pp0.1% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Inc464286392
    −$1.04MReduced
  2. Vanguard Information Technology ETF92204A702
    −$1.03MReducedConverted for a 8-for-1 split
  3. Neuberger Berman ETF Trust64135A887
    −$876.9KSold out
  4. METAMeta Platforms, Inc.
    −$719.9KReducedHistory
  5. ARESAres Management Corp
    −$674.9KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. METAMeta Platforms, Inc.
    −0.11 pp0.5% → 0.3%History
  2. iShares Inc464286392
    −0.11 pp1.2% → 1.0%
  3. Vanguard High Dividend Yield Index ETF921946406
    −0.10 pp1.0% → 0.9%
  4. Invesco Exch Traded FD Tr II46138G508
    −0.08 pp0.5% → 0.4%
  5. iShares Tr464288687
    −0.07 pp0.5% → 0.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.19B
+$349.4M (+19.0%) vs. prior quarter
Positions
628
+104 vs. prior quarter
Top 10 concentration
56.7%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
15.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2022), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q1 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.19B (Q2 2026)

Q1 2022: $528.5MQ2 2022: $500.6MQ3 2022: $505.1MQ4 2022: $571.3MQ1 2023: $672.2MQ2 2023: $733.7MQ3 2023: $707.8MQ4 2023: $820.8MQ1 2024: $999.7MQ2 2024: $1.07BQ3 2024: $1.16BQ4 2024: $1.21BQ1 2025: $1.20BQ2 2025: $1.46BQ3 2025: $1.63BQ4 2025: $1.81BQ1 2026: $1.84BQ2 2026: $2.19B
Q1 2022Q2 2026
13F filings of Angeles Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 2026628$2.19BVanguard World FDVanguard Total World Stock ETFVanguard Star FDSvs. Q1 2026SEC
Q1 2026May 6, 2026524$1.84BVanguard World FDVanguard Total World Stock ETFVanguard Star FDSvs. Q4 2025SEC
Q4 2025Feb 17, 2026465$1.81BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025407$1.63BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q2 2025SEC
Q2 2025Jul 29, 2025428$1.46BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q1 2025SEC
Q1 2025May 7, 2025367$1.20BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q4 2024SEC
Q4 2024Jan 28, 2025369$1.21BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q3 2024SEC
Q3 2024Oct 29, 2024328$1.16BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q2 2024SEC
Q2 2024Aug 7, 2024305$1.07BVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q1 2024SEC
Q1 2024May 8, 2024296$999.7MVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q4 2023SEC
Q4 2023Feb 13, 2024258$820.8MVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q3 2023SEC
Q3 2023Oct 27, 2023224$707.8MVanguard World FDVanguard Total World Stock ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q2 2023SEC
Q2 2023Aug 10, 2023217$733.7MVanguard World FDVanguard Total World Stock ETFVanguard Star FDSvs. Q1 2023SEC
Q1 2023May 11, 2023206$672.2MVanguard Total World Stock ETFVanguard World FDVanguard Star FDSvs. Q4 2022SEC
Q4 2022Feb 14, 2023211$571.3MVanguard Total World Stock ETFVanguard World FDiShares Trvs. Q3 2022SEC
Q3 2022Nov 3, 2022212$505.1MVanguard World FDVanguard Total World Stock ETFVanguard Star FDSvs. Q2 2022SEC
Q2 2022Aug 4, 2022197$500.6MVanguard World FDVanguard Star FDSVanguard Morningstar Value ETFvs. Q1 2022SEC
Q1 2022May 16, 2022192$528.5MVanguard World FDState Street SPDR Portfolio S&P 500 Value ETFVanguard Total World Stock ETF–SEC