Angeles-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMSI",
  "NCNO",
  "SE",
  "SPSC",
  "ARES",
  "HOOD",
  "KTOS",
  "MORN",
  "RBC",
  null,
  "PCG",
  "AVAV",
  "MU",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  null,
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  "AVEM",
  "BRO",
  "BSX",
  null,
  "CCI",
  "CMI",
  "DUK",
  "PAGP",
  "PII",
  "ECG",
  "EOG",
  "STHO",
  null,
  "GILD",
  "AMCX",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  "INTU",
  null,
  "BEN",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "IQV",
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "LIN",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "RAMP",
  "PODD",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "NEOG",
  "EQIX",
  "EVR",
  "GE",
  null,
  null,
  "GWRE",
  "HES",
  "NVS",
  null,
  "ODFL",
  "ORLY",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "DASH",
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "GSBD",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "IBM",
  null,
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TXRH",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "SCHW",
  "MNST",
  "MDU",
  "SAFE",
  null,
  "VWO",
  null,
  null,
  null,
  "VIG",
  "TOST",
  "TSCO",
  "LGIH",
  "IWO",
  "GMED",
  "IWN",
  null,
  "TSM",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "MEDP",
  "QLYS",
  "HAL",
  null,
  "APH",
  "AMD",
  "FI",
  "F",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "WCN",
  "CAH",
  "AEP",
  "BKR",
  "CGNT",
  "FOXF",
  "KNF",
  "IDXX",
  null,
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "HCA",
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "VUG",
  "VLO",
  "VGK",
  "VYMI",
  "MGK",
  "VXUS",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WHR",
  null,
  "XYL",
  "IUSG",
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "MSCI",
  "NOK",
  "JCI",
  null,
  "PSX",
  "CRM",
  "RVTY",
  null,
  null,
  null,
  "MANH",
  null,
  "IXUS",
  "IUSV",
  "GEV",
  "MCK",
  null,
  "SPYV",
  "GWW",
  "PAYC",
  "FDX",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "TECH",
  "BA",
  "BMY",
  "CARR",
  "CRI",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "COST",
  "CPNG",
  "CRWD",
  "CYBR",
  "DHR",
  "DJCO",
  "DE",
  "DXCM",
  null,
  null,
  "DFAC",
  "DPZ",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 367
Total Value: 1203597974
Accession Number: 0001398344-25-008850
Form Type: 13F-HR
CIK: angeles-wealth-management
Manager Name: Angeles-Wealth-Management

Data Enrichment

79% identified

289 identified78 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

367 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 19

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.8K

Value:$9.3M

% of Portfolio:0.8% ($9.3M/$1.2B)

922908736

VUG|922908736

Shares:19.8K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.4K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

46138G508

Shares:316.3K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

464288687

Shares:204.7K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:39.9K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.2B)

VISA INC.

V|92826C839

Shares:16.1K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

464287457

Shares:66.3K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:9.5K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

464288653

Shares:48.3K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:37.5K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:32.0K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:12.3K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:18.0K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:12.2K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:5.1K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:30.2K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:6.3K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

464287614

IWF|464287614

Shares:9.0K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.8K	QoQ +1.57% (+153) YoY +24.14% (+1.9K)	All Managers (Combined)	$9.3M	0.8% ($9.3M/$1.2B)	QoQ +4.85% (+$430.6K) YoY +60.26% (+$3.5M)
(VUGcusip922908736)	19.8K	QoQ +0.84% (-167) YoY +0.36% (+72)	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.2B)	QoQ -8.88% (-$717.6K) YoY +8.12% (+$553.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.4K	QoQ -2.62% (-362) YoY +62.22% (+5.2K)	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +14.41% (-$900.8K) YoY +105.45% (+$3.7M)
(cusip46138G508)✕	316.3K	QoQ +1.46% (-4.6K) YoY -57.12% (-421.5K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ -0.31% (-$21.0K) YoY -58.03% (-$9.1M)
(cusip464288687)✕	204.7K	QoQ +2.26% (-4.5K) YoY -14.86% (-35.7K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ -0.04% (-$2.6K) YoY -18.82% (-$1.5M)
Alphabet Inc.(GOOGcusip02079K107)	39.9K	QoQ +0.21% (-84) YoY +32.86% (+9.9K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.2B)	QoQ -17.79% (-$1.3M) YoY +36.33% (+$1.7M)
VISA INC.(Vcusip92826C839)	16.1K	QoQ +1.25% (+200) YoY +46.72% (+5.1K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ +12.28% (+$618.3K) YoY +84.25% (+$2.6M)
(cusip464287457)✕	66.3K	QoQ +15.97% (+9.1K) YoY -61.51% (-106.0K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +17.03% (+$798.4K) YoY -61.07% (-$8.6M)
Meta Platforms, Inc.(METAcusip30303M102)	9.5K	QoQ +1.73% (+162) YoY +33.87% (+2.4K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +0.14% (+$7.9K) YoY +58.90% (+$2.0M)
(cusip464288653)✕	48.3K	QoQ +7.97% (+3.6K) YoY NEW(+48.3K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ +12.54% (+$558.0K) YoY NEW(+$5.0M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	37.5K	QoQ -1.32% (-502) YoY NEW(+37.5K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ +53.88% (-$1.7M) YoY NEW(+$5.0M)
Alphabet Inc.(GOOGLcusip02079K305)	32.0K	QoQ +0.32% (-103) YoY +39.14% (+9.0K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -18.04% (-$1.1M) YoY +42.56% (+$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	12.3K	QoQ -0.76% (-95) YoY +13.38% (+1.4K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ -6.50% (-$312.7K) YoY +8.33% (+$345.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	18.0K	QoQ +0.26% (+47) YoY +51.72% (+6.1K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +2.60% (+$111.8K) YoY +85.81% (+$2.0M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	12.2K	QoQ +0.06% (+8) YoY +0.10% (+13)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +2.79% (+$115.6K) YoY +0.64% (+$27.2K)
ELI LILLY & Co(LLYcusip532457108)	5.1K	QoQ +7.75% (+369) YoY +26.47% (+1.1K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.2B)	QoQ +15.28% (+$561.2K) YoY +34.26% (+$1.1M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	5	QoQ NEW(+5) YoY NEW(+5)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	30.2K	QoQ +1.33% (+399) YoY +52.17% (+10.4K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ +12.03% (+$386.5K) YoY +55.69% (+$1.3M)
Mastercard Inc(MAcusip57636Q104)	6.3K	QoQ +0.35% (+22) YoY +33.19% (+1.6K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ +4.45% (+$147.4K) YoY +51.59% (+$1.2M)
(IWFcusip464287614)	9.0K	QoQ +1.14% (-102) YoY +112.77% (+4.8K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ -9.05% (-$324.5K) YoY +127.98% (+$1.8M)