Titelia

Holdings of ANGELES WEALTH MANAGEMENT, LLC

478 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58.9 % of the equity sleeve

Sector breakdown

  • Technology 9.0 %
  • Funds 7.7 %
  • Financials 3.6 %
  • Consumer discretionary 2.7 %
  • Communication 2.7 %
  • Health care 2.2 %
  • Industrials 1.7 %
  • Consumer staples 1.4 %
  • Energy 0.7 %
  • Materials 0.3 %
  • Utilities 0.2 %
  • Real estate 0.2 %
  • Unattributed 67.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • TW 0.3 %
  • GB 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • ES 0.0 %
  • DE 0.0 %
  • FI 0.0 %
  • DK 0.0 %
  • KR 0.0 %
  • IN 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US4611.8B $99.43 %
TW15.4M $0.30 %
GB31.1M $0.06 %
NL11.1M $0.06 %
JP4850.2K $0.05 %
ES2534.2K $0.03 %
DE1527.5K $0.03 %
FI1322.2K $0.02 %
DK1225.9K $0.01 %
KR1221.4K $0.01 %
IN1135.6K $0.01 %
BR139.8K $0.00 %

Positions

CompanySharesValueWeight
Vanguard Mega Cap Growth ETF 571,184209.9M $
Vanguard Total World Stock ETF 1,472,738203.7M $
Vanguard Total International S 1,643,243126.7M $
SPDR Series Trust 2,198,037124.4M $
Vanguard S&P 500 ETF 164,27498.2M $
iShares National Muni Bond ETF 767,53581.5M $
Schwab Strategic Trust 2,359,73668.7M $
Vanguard FTSE Europe ETF 780,38264.3M $
Vanguard Value ETF 248,46648.7M $
Apple Inc 182,36046.3M $
State Street SPDR S&P 500 ETF Trust 55,24836M $
Microsoft Corp 97,06535.9M $
NVIDIA Corp 169,54029.6M $
iShares MSCI Japan ETF 341,65528.8M $
State Street SPDR Bloomberg Short Term High Yield Bond ETF 1,088,35627.2M $
Ishares Inc 117,70121.2M $
Amazon.com Inc 99,87620.8M $
Vanguard High Dividend Yield E 123,12418.2M $
Alphabet Inc 63,27918.2M $
Vanguard Total Stock Market ETF 52,10516.7M $
iShares Core MSCI Total International Stock ETF 178,50915.5M $
Alphabet Inc 52,71015.1M $
Broadcom Inc 42,88413.3M $
Berkshire Hathaway Inc 24,85911.9M $
Vanguard Growth ETF 25,88311.3M $
Costco Wholesale Corp 10,78510.7M $
JPMorgan Chase & Co 35,71810.5M $
Invesco Senior Loan ETF 445,0529.1M $
iShares Preferred and Income S 285,5458.7M $
Meta Platforms Inc 14,4688.3M $
Visa Inc 27,3768.3M $
iShares Trust 94,9547.8M $
iShares Trust 182,0007.7M $
iShares Trust 70,7827.1M $
Eli Lilly & Co 7,4586.9M $
iShares MSCI EAFE ETF 69,6836.8M $
Tesla Inc 17,3776.5M $
Vanguard FTSE Developed Markets ETF 85,1565.5M $
Taiwan Semiconductor Manufacturing Co Ltd 15,9425.4M $
Exxon Mobil Corp 31,5305.3M $
Johnson & Johnson 20,3015M $
Merck & Co Inc 37,5834.6M $
AbbVie Inc 20,7754.5M $
Mastercard Inc 8,7184.4M $
Plains All American Pipeline L 192,8074.3M $
Home Depot Inc/The 12,8664.2M $
Vanguard Whitehall Funds 44,0004.1M $
Wells Fargo & Co 50,6834M $
SPDR Gold Shares 9,3204M $
Sherwin-Williams Co/The 12,1523.9M $
Alibaba Group Holding Ltd 30,3213.8M $
General Electric Co 13,2093.8M $
Quanta Services Inc 6,8123.7M $
Vanguard International Equity Index Funds 68,4883.7M $
Berkshire Hathaway Inc 53.6M $
Chevron Corp 15,7853.3M $
Walmart Inc 24,7253.1M $
PepsiCo Inc 19,3673M $
GE Vernova Inc 3,3843M $
Netflix Inc 28,8972.8M $
Cintas Corp 16,4022.8M $
iShares Russell 1000 Growth ETF 6,4872.8M $
Schwab US Broad Market ETF 108,8012.7M $
RTX Corp 13,7772.7M $
Micron Technology Inc 7,3462.5M $
Thermo Fisher Scientific Inc 4,9142.4M $
iShares Core S&P 500 ETF 3,6462.4M $
Colgate-Palmolive Co 27,7822.4M $
Cisco Systems, Inc. 29,5202.3M $
TJX Cos Inc/The 14,2052.3M $
McDonald's Corp. 7,2932.3M $
Bank of America Corp 45,8442.2M $
Intuitive Surgical Inc 4,7632.2M $
Lam Research Corp 10,1582.2M $
iShares Short-Term National Muni Bond ETF 20,2182.2M $
Union Pacific Corp 8,7842.1M $
Whirlpool Corp 38,6972.1M $
Fox Factory Holding Corp 120,3162M $
Schwab Fundamental U.S. Large Company ETF 70,7282M $
Plains GP Holdings LP 80,8942M $
Schwab International Equity ETF 79,3482M $
QUALCOMM Inc 14,6611.9M $
AvePoint Inc 187,4931.8M $
Moody's Corp 4,0071.7M $
iShares Trust 14,3451.6M $
Applied Materials Inc 4,7211.6M $
Philip Morris International Inc. 9,6711.6M $
Freedom 100 Emerging Markets E 29,2571.6M $
iShares Russell 2000 ETF 6,4281.6M $
Blackstone Inc 13,0761.5M $
iShares Trust 6,9661.5M $
Coca-Cola Co/The 19,2511.5M $
ServiceNow Inc 14,0181.5M $
Goldman Sachs Group Inc/The 1,7311.5M $
Evercore Inc 4,8921.5M $
Cummins Inc 2,6381.4M $
ConocoPhillips 10,7401.4M $
HCA Healthcare Inc 2,9941.4M $
Ford Motor Co 117,8821.4M $
Analog Devices Inc 4,2751.4M $