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Portfolio (Quarterly) Guide ↗

ANGELES WEALTH MANAGEMENT, LLC

· CIK 0001929170
13F Portfolio $1.8B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 465 New
Page 12 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BDX BECTON DICKINSON & CO Healthcare 2,424.0 $471K 0.03% NEW $194.11 -26.1%
222 VZ VERIZON COMMUNICATIONS INC Communication Services 11,501.0 $468K 0.03% NEW $40.73 +15.5%
223 VLO VALERO ENERGY CORP Energy 2,873.0 $468K 0.03% NEW $162.80 +50.4%
224 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,153.0 $467K 0.03% NEW $75.91 -27.7%
225 MCK MCKESSON CORP Healthcare 566.0 $465K 0.03% NEW $821.09 -9.0%
226 SPEM SPDR INDEX SHS FDS 9,900.0 $463K 0.03% NEW $46.81 +8.6%
227 AVAV AEROVIRONMENT INC Industrials 1,915.0 $463K 0.03% NEW $241.89 -34.7%
228 CCI CROWN CASTLE INC Real Estate 5,165.0 $459K 0.03% NEW $88.87 -2.5%
229 GWW WW GRAINGER INC Industrials 445.0 $449K 0.03% NEW $1008.20 +27.4%
230 GLOBUS MED INC 5,116.0 $447K 0.03% NEW $87.31
231 RAMP LIVERAMP HLDGS INC Technology 15,038.0 $442K 0.02% NEW $29.37 -0.8%
232 NVS NOVARTIS AG Healthcare 3,200.0 $441K 0.02% NEW $137.89 +8.6%
233 DUHP DIMENSIONAL ETF TRUST 11,478.0 $437K 0.02% NEW $38.03 +4.8%
234 EXEL EXELIXIS INC Healthcare 9,932.0 $435K 0.02% NEW $43.83 +16.6%
235 IVE ISHARES TR 2,041.0 $433K 0.02% NEW $212.07 +5.4%
236 APP APPLOVIN CORP Technology 641.0 $432K 0.02% NEW $673.82 -25.6%
237 WGO WINNEBAGO INDS INC Consumer Cyclical 10,653.0 $432K 0.02% NEW $40.52 -26.3%
238 GLW CORNING INC Technology 4,918.0 $431K 0.02% NEW $87.56 +137.9%
239 JCI JOHNSON CTLS INTL PLC Industrials 3,549.0 $426K 0.02% NEW $120.15 +19.7%
240 EOG EOG RES INC Energy 4,036.0 $424K 0.02% NEW $105.01 +29.5%
Page 12 of 24  ·  465 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 20.0%
Consumer Cyclical 10.7%
Communication Services 9.0%
Healthcare 8.9%
Industrials 6.3%
Consumer Defensive 4.2%
Energy 2.7%
Basic Materials 1.4%
Utilities 1.0%