Angeles Wealth Management is based out of Santa Monica. Angeles Wealth Management is a large advisory firm with 129 clients and discretionary assets under management (AUM) of $1,138,418,240 (Form ADV from 2024-01-02). Their last reported 13F filing for Q4 2023 included $820,775,166 in managed 13F securities
and a top 10 holdings concentration of 62.39%. Angeles Wealth Management's largest holding is VANGUARD MEGA CAP GROWTH INDEX FUND-ETF Shares with shares held of 348,111. Whalewisdom has at least 8 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
BAC Bank of America Corp | 0.42% |
VT VANGUARD TOTAL WORLD | 0.28% |
MGK VANGUARD MEGA CAP GR | 0.27% |
AMBP Ardagh Metal Packagi | 0.23% |
AVUS Avantis U.S. Equity | 0.15% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VGSH VANGUARD SHORT-TERM | 0.37% |
VTV VANGUARD VALUE INDEX | 0.33% |
SJNK SPDR Bloomberg Short | 0.29% |
BKLN Invesco Senior Loan | 0.26% |
IXUS iShares Core MSCI To | 0.2% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MGK VANGUARD MEGA CAP GR | 11.01% |
VT VANGUARD TOTAL WORLD | 10.6% |
SPYV SPDR(R) Portfolio S& | 7.6% |
VOO VANGUARD 500 INDEX F | 7.58% |
VXUS VANGUARD TOTAL INTER | 7.39% |
2023-12-31
13F Activity
Market Value | $0.82b, Prior: $0.71b |
New Purchases | 54 stocks |
Added To | 98 stocks |
Sold out of | 19 stocks |
Reduced holdings in | 67 stocks |
Top 10 Holdings % | 62.39% |
Turnover %[1] | 28.29% |
Turnover Alt %[2] | 1.14% |
Time Held Top 20 | 6.1 quarters |
Time Held Top 10 | 5.5 quarters |
Time Held All | 4.59 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31