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
401Compass Inc 18,456134.9K $
402iShares Russell 2000 Value ETF 680128.9K $
403iShares Core S&P Total U.S. Stock Market ETF 900128.2K $
404Dimensional International Value ETF 2,404126.9K $
405iShares Trust 1,165119.1K $
406iShares Trust 1,579117.4K $
407iShares MSCI EAFE Growth ETF 972108.3K $
408SCHWAB STRATEGIC TRUST 2,800107.1K $
409iShares Trust 1,548106K $
410iShares MSCI USA Min Vol Factor ETF 1,126104.4K $
411Star Holdings 13,19999.9K $
412iShares MSCI USA Momentum Factor ETF 40597.2K $
413Vanguard Index Funds 50693.3K $
414Avantis International Small Cap Value ETF 93293.1K $
415iShares California Muni Bond ETF 1,59390.6K $
416Vanguard Mid-Cap Growth ETF 30578.5K $
417Vanguard World Fund 42476.3K $
418iShares ESG Aware MSCI EAFE ETF 78474.9K $
419Schwab Fundamental International Equity Etf 1,50073.4K $
420SPDR Series Trust 78571.9K $
421CUE BIOPHARMA INC 310,00071.3K $
422iShares MSCI Emerging Markets ETF 1,17366.6K $
423Select Sector Spdr Trust 1,44058.8K $
4241stdibs.com Inc 10,20856.1K $
425State Street Utilities Select Sector SPDR ETF 1,20055.1K $
426Dimensional International Smal 1,58653.4K $
427J P Morgan Exchange Traded Fund Trust 77453.3K $
428Vanguard World Fund 35551.5K $
429iShares S&P Small-Cap 600 Growth ETF 34049.2K $
430State Street SPDR S&P Global Natural Resources ETF 62546.7K $
431Hyliion Holdings Corp 25,00044K $
432iShares Russell 3000 ETF 11843.7K $
433Dimensional International Smal 1,04141K $
434Dimensional ETF Trust 1,14741K $
435ISHARES TRUST 23240.8K $
436Ambev SA 13,59639.8K $
437iShares MSCI EAFE Small-Cap ETF 46336.3K $
438Dimensional ETF Trust 1,05435.7K $
439iShares Biotechnology ETF 20735K $
440iShares MSCI South Korea ETF 28434.9K $
441Vanguard Large-Cap ETF 11534.4K $
442iShares Trust 17533.6K $
443iShares Trust 9433.5K $
444Dimensional Emerging Markets V 93433.4K $
445Schwab U.S. Small-Cap ETF 1,10932.2K $
446Ishares S&p 100 Etf 9429.9K $
447iShares S&P Mid-Cap 400 Growth ETF 29629.8K $
448Vanguard Extended Market ETF 14229.2K $
449iShares Trust 35827.3K $
450Vanguard Real Estate ETF 30026.6K $
451SPDR Bloomberg International T 1,18025.9K $
452iShares 5-10 Year Investment Grade Corporate Bond ETF 47525.3K $
453J P Morgan Exchange Traded Fund Trust 40022.7K $
454iShares Core S&P U.S. Growth ETF 14121.9K $
455Schwab International Small-Cap Equity ETF 42019.6K $
456Flexshares Trust 47519K $
457VanEck Morningstar Wide Moat ETF 19619K $
458iShares Trust 19618.7K $
459State Street SPDR S&P Bank ETF 30218K $
460Vanguard FTSE Pacific ETF 17717.3K $
461iShares Trust 20512.9K $
462SPDR Index Shares Funds 30511.2K $
463Alight Inc 15,4009K $
464VanEck Agribusiness ETF 1008.5K $
465Avantis International Equity ETF 857.2K $
466J P Morgan Exchange Traded Fund Trust 1166.9K $
467Gossamer Bio Inc 20,0006.6K $
468iShares ESG Optimized MSCI USA ETF 405.3K $
469AdvisorShares Trust 1,2004.3K $
470ISHARES INC 293.4K $
471iShares MSCI Taiwan ETF 372.6K $
472iShares Trust 412.5K $
473Vanguard World Fund 82.2K $
474iShares 0-5 Year TIPS Bond ETF 202.1K $
475iShares Trust 412.1K $
476JPMorgan BetaBuilders US Mid Cap Equity ETF 141.5K $
477Vanguard World Fund 71.4K $
478Vanguard World Fund 61.3K $