Angeles Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 599 distinct positions held by the firm.
The report identifies Edward Lowndes as the Chief Compliance Officer responsible for the submission, dated October 26, 2026. The firm's principal place of business is located at 429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401.
The portfolio is diversified across a wide range of sectors. Major technology holdings include Apple Inc., with 62,517,440 shares, and Amazon.com Inc., with 28,009,194 shares. Other notable positions include Broadcom Inc. with 15,318,908 shares, Microsoft (listed as STDIBS COM INC), and NVIDIA (listed as ADVANCED MICRO DEVICES INC).
The filing also includes significant investments in healthcare, such as Eli Lilly & Co. with 8,988,197 shares, and AbbVie Inc. with 6,088,337 shares. Financial sector exposure includes Bank of America Corp. with 2,355,960 shares and JPMorgan Chase (listed as CITIGROUP INC), which holds 919,696 shares.
Additionally, the report lists several exchange-traded funds, including the BITWISE 10 CRYPTO INDEX ETF and various Dimensional ETF Trust funds covering global, emerging markets, and small-cap equities.
