AiSiWhale

AI & tech investing

ANGELES WEALTH MANAGEMENT, LLC

CIK 1929170

13F filing for Q2 2026・No. 1,544

Holdings
US$2.19B
Quarter change
+US$351.78M
Entries
632
Net bought (estimate)
+US$119.16M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 135
  • Sold out 31
  • Cut 116
  • Added 282
  • Corporate actions 4
  • Unchanged 95

Largest holdings

628 stocks worth US$2.19B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD WORLD FDMEGA GRWTH INDAddedSplit 5:1US$252.28M11.53%
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETFAddedUS$237.83M10.87%
VANGUARD STAR FDSVG TL INTL STK FAddedUS$147.12M6.73%
SPDR SERIES TRUSTST STR P500VALAddedUS$140.51M6.42%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$114.99M5.26%
MUBISHARES TRNATIONAL MUN ETFAddedUS$83.8M3.83%
SCHWAB STRATEGIC TRUS LCAP GR ETFAddedUS$82.1M3.75%
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETFAddedUS$72.37M3.31%
AAPLAppleCOMAddedUS$56.02M2.56%
VANGUARD INDEX FDSVALUE ETFAddedUS$54.25M2.48%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.