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.

RankCountryLinesValueShare
1US4611.8B $99.43 %
2TW15.4M $0.30 %
3GB31.1M $0.06 %
4NL11.1M $0.06 %
5JP4850.2K $0.05 %
6ES2534.2K $0.03 %
7DE1527.5K $0.03 %
8FI1322.2K $0.02 %
9DK1225.9K $0.01 %
10KR1221.4K $0.01 %
11IN1135.6K $0.01 %
12BR139.8K $0.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Mega Cap Growth ETF 571,184209.9M $
2Vanguard Total World Stock ETF 1,472,738203.7M $
3Vanguard Total International S 1,643,243126.7M $
4SPDR Series Trust 2,198,037124.4M $
5Vanguard S&P 500 ETF 164,27498.2M $
6iShares National Muni Bond ETF 767,53581.5M $
7Schwab Strategic Trust 2,359,73668.7M $
8Vanguard FTSE Europe ETF 780,38264.3M $
9Vanguard Value ETF 248,46648.7M $
10Apple Inc 182,36046.3M $
11State Street SPDR S&P 500 ETF Trust 55,24836M $
12Microsoft Corp 97,06535.9M $
13NVIDIA Corp 169,54029.6M $
14iShares MSCI Japan ETF 341,65528.8M $
15State Street SPDR Bloomberg Short Term High Yield Bond ETF 1,088,35627.2M $
16Ishares Inc 117,70121.2M $
17Amazon.com Inc 99,87620.8M $
18Vanguard High Dividend Yield E 123,12418.2M $
19Alphabet Inc 63,27918.2M $
20Vanguard Total Stock Market ETF 52,10516.7M $
21iShares Core MSCI Total International Stock ETF 178,50915.5M $
22Alphabet Inc 52,71015.1M $
23Broadcom Inc 42,88413.3M $
24Berkshire Hathaway Inc 24,85911.9M $
25Vanguard Growth ETF 25,88311.3M $
26Costco Wholesale Corp 10,78510.7M $
27JPMorgan Chase & Co 35,71810.5M $
28Invesco Senior Loan ETF 445,0529.1M $
29iShares Preferred and Income S 285,5458.7M $
30Meta Platforms Inc 14,4688.3M $
31Visa Inc 27,3768.3M $
32iShares Trust 94,9547.8M $
33iShares Trust 182,0007.7M $
34iShares Trust 70,7827.1M $
35Eli Lilly & Co 7,4586.9M $
36iShares MSCI EAFE ETF 69,6836.8M $
37Tesla Inc 17,3776.5M $
38Vanguard FTSE Developed Markets ETF 85,1565.5M $
39Taiwan Semiconductor Manufacturing Co Ltd 15,9425.4M $
40Exxon Mobil Corp 31,5305.3M $
41Johnson & Johnson 20,3015M $
42Merck & Co Inc 37,5834.6M $
43AbbVie Inc 20,7754.5M $
44Mastercard Inc 8,7184.4M $
45Plains All American Pipeline L 192,8074.3M $
46Home Depot Inc/The 12,8664.2M $
47Vanguard Whitehall Funds 44,0004.1M $
48Wells Fargo & Co 50,6834M $
49SPDR Gold Shares 9,3204M $
50Sherwin-Williams Co/The 12,1523.9M $
51Alibaba Group Holding Ltd 30,3213.8M $
52General Electric Co 13,2093.8M $
53Quanta Services Inc 6,8123.7M $
54Vanguard International Equity Index Funds 68,4883.7M $
55Berkshire Hathaway Inc 53.6M $
56Chevron Corp 15,7853.3M $
57Walmart Inc 24,7253.1M $
58PepsiCo Inc 19,3673M $
59GE Vernova Inc 3,3843M $
60Netflix Inc 28,8972.8M $
61Cintas Corp 16,4022.8M $
62iShares Russell 1000 Growth ETF 6,4872.8M $
63Schwab US Broad Market ETF 108,8012.7M $
64RTX Corp 13,7772.7M $
65Micron Technology Inc 7,3462.5M $
66Thermo Fisher Scientific Inc 4,9142.4M $
67iShares Core S&P 500 ETF 3,6462.4M $
68Colgate-Palmolive Co 27,7822.4M $
69Cisco Systems, Inc. 29,5202.3M $
70TJX Cos Inc/The 14,2052.3M $
71McDonald's Corp. 7,2932.3M $
72Bank of America Corp 45,8442.2M $
73Intuitive Surgical Inc 4,7632.2M $
74Lam Research Corp 10,1582.2M $
75iShares Short-Term National Muni Bond ETF 20,2182.2M $
76Union Pacific Corp 8,7842.1M $
77Whirlpool Corp 38,6972.1M $
78Fox Factory Holding Corp 120,3162M $
79Schwab Fundamental U.S. Large Company ETF 70,7282M $
80Plains GP Holdings LP 80,8942M $
81Schwab International Equity ETF 79,3482M $
82QUALCOMM Inc 14,6611.9M $
83AvePoint Inc 187,4931.8M $
84Moody's Corp 4,0071.7M $
85iShares Trust 14,3451.6M $
86Applied Materials Inc 4,7211.6M $
87Philip Morris International Inc. 9,6711.6M $
88Freedom 100 Emerging Markets E 29,2571.6M $
89iShares Russell 2000 ETF 6,4281.6M $
90Blackstone Inc 13,0761.5M $
91iShares Trust 6,9661.5M $
92Coca-Cola Co/The 19,2511.5M $
93ServiceNow Inc 14,0181.5M $
94Goldman Sachs Group Inc/The 1,7311.5M $
95Evercore Inc 4,8921.5M $
96Cummins Inc 2,6381.4M $
97ConocoPhillips 10,7401.4M $
98HCA Healthcare Inc 2,9941.4M $
99Ford Motor Co 117,8821.4M $
100Analog Devices Inc 4,2751.4M $