ANGELES WEALTH MANAGEMENT, LLC

CIK 0001929170 · Q2 2026

13F Equity AUM

$2.2B

+19.1% QoQ

Positions

624

+101 QoQ

AUM Rank

#1,445

Top 16%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,670 · Top 56%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 40.8%Top 10: 56.7%Top 20: 70.3%

MGK11.5%

VT10.9%

VXUS6.7%

SPYV6.4%

VOO5.3%

MUB3.8%

SCHG3.8%

VGK3.3%

AAPL2.6%

VTV2.5%

Others (614)43.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services74.4%

Technology10.9%

Consumer Cyclical3.2%

Communication Services2.8%

Healthcare2.4%

Industrials2.0%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 624Median: 0.02%Avg: 0.16%

0–0.5%

598(25.4%)

0.5–1%

8(6.1%)

1–3%

10(16.9%)

3–5%

3(10.9%)

5%+

5(40.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 624vs 20 funds

0%Low

624

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New135Increased286Decreased112Exited31

New Positions

RH0.1%

+15K

FLOT0.1%

+29K

REAL0.1%

+109K

JAZZ0.1%

+5K

VST0.1%

+6K

RBLX0.0%

+17K

PSA0.0%

+3K

UAL0.0%

+6K

VNOM0.0%

+22K

QQQI0.0%

+14K

Increased

MGK11.5%

+2.3M(+402%)

SPY2.1%

+551K(+998%)

ALIT0.0%

+300K(+1948%)

VUG0.6%

+130K(+503%)

SPYV6.4%

+113K(+5%)

VXUS6.7%

+78K(+5%)

SCHG3.8%

+66K(+3%)

VT10.9%

+42K(+3%)

VGK3.3%

+37K(+5%)

EFA0.5%

+31K(+45%)

Decreased

WIT0.0%

-22,820(-36%)

INV0.0%

-13,495(-21%)

RAMP0.0%

-8,656(-49%)

CRI0.1%

-7,323(-21%)

ARES0.0%

-6,063(-65%)

FCX0.0%

-5,316(-42%)

URTH1.0%

-5,139(-4%)

USB0.0%

-2,772(-26%)

MDT0.0%

-2,538(-42%)

CGNT0.0%

-2,025(-3%)

Exited

-17,293

-2,982

-13,998

-10,653

-9,933

-3,033

-10,211

-4,026

-7,071

-7,185

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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