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Edward Lowndes

Angeles Wealth Management, Llc

Assets Managed
$1.838B
Holdings
524
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
1.36%(2Q avg: 6.28%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Angeles Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 524 positions.

Assets under management

The assets under management (AUM) of Angeles Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.838B in assets, with a quarterly growth rate of 1.36% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by Edward Lowndes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -3.09%
11.42%
$209.876M
571,184 shares@ $367.44 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 3.07%
11.09%
$203.709M
1.473M shares@ $138.33 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 17.98%
6.9%
$126.71M
1.643M shares@ $77.12 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 6.06%
6.77%
$124.365M
2.198M shares@ $56.59 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.98%
5.35%
$98.162M
164,274 shares@ $597.56 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 9.19%
4.44%
$81.474M
767,535 shares@ $106.15 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.99%
3.74%
$68.739M
2.36M shares@ $29.13 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 5.84%
3.5%
$64.327M
780,382 shares@ $82.44 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.22%
2.66%
$48.749M
248,466 shares@ $196.21 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.66%
2.52%
$46.281M
182,360 shares@ $253.79 avg price

1-10 of 524