ANGELES WEALTH MANAGEMENT, LLC
SEC Form 13F institutional filer · CIK 0001929170
13F-HR · 252 reported holdings · 2026-03-31
Reported long-US-equity value
$0.77B
Top-10 concentration
53.9%
ANGELES WEALTH MANAGEMENT, LLC — $771M AUM allocation strategy
ANGELES WEALTH MANAGEMENT, LLC files SEC Form 13F and reports $771M of long US equity value across 252 reported holdings for 2026-03-31.
Its largest sector bet is Financials 19.0%, followed by Information Technology 16.2% and Communication Services 5.4%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ANGELES WEALTH MANAGEMENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$771M
total across 252 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPGI +74.3K sh · +$1.62M+$SCHW +41.8K sh · −$6.93M+$IVZ +35.1K sh · +$474K
Biggest trims (shares)
−$IVV −10.2K sh · −$562K−$UBER −8.78K sh · −$844K−$VTI −4.2K sh · −$2.16M
Exited to nil (held last quarter, gone now)
$VEEV ($360K last qtr)$FICO ($321K last qtr)$FDS ($219K last qtr)$AON ($216K last qtr)$HPQ ($216K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage10.1%—
- Technology Hardware, Storage & Peripherals6.0%—
- Semiconductors5.5%—
- Interactive Media & Services5.4%—
- Systems Software4.7%—
- Financial Exchanges & Data3.8%—
- Broadline Retail2.7%—
- Multi-Sector Holdings1.6%—
- Other holdings60.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 2.67M | $77.6M | +41.8K | 10.1% |
| $AAPL | Apple Inc | 182K | $46.3M | +14.5K | 6.0% |
| $MSFT | Microsoft Corporation | 97.1K | $35.9M | -1.11K | 4.7% |
| $NVDA | NVIDIA Corporation | 170K | $29.6M | +20.6K | 3.8% |
| $SPGI | S&P Global Inc | 1.1M | $28.8M | +74.3K | 3.7% |
| $AMZN | Amazon.com Inc | 99.9K | $20.8M | +20.1K | 2.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 63.3K | $18.2M | +14.6K | 2.4% |
…and 245 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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