Chief Compliance Officer

0001398344-23-009510.txt : 20230511 0001398344-23-009510.hdr.sgml : 20230511 20230511155839 ACCESSION NUMBER: 0001398344-23-009510 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ANGELES WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001929170 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22533 FILM NUMBER: 23910718 BUSINESS ADDRESS: STREET 1: 429 SANTA MONICA BLVD STREET 2: SUITE 650 CITY: SANTA MONICA STATE: CA ZIP: 90401 BUSINESS PHONE: 310-393-6300 MAIL ADDRESS: STREET 1: 429 SANTA MONICA BLVD STREET 2: SUITE 650 CITY: SANTA MONICA STATE: CA ZIP: 90401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001929170 XXXXXXXX 03-31-2023 03-31-2023 false ANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401

13F HOLDINGS REPORT 028-22533 000159952 801-72992 N Edward Lowndes Chief Compliance Officer 310-393-6300 /s/ Edward Lowndes Santa Monica CA 05-11-2023 0 206 672232644 INFORMATION TABLE 2 fp0083157-1_13fhr-table.xml ABBOTT LABS COM 002824100 459923 4542 SH SOLE 0 0 4542 ABBVIE INC COM 00287Y109 1003872 6299 SH SOLE 0 0 6299 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 732531 2563 SH SOLE 0 0 2563 ADOBE SYSTEMS INCORPORATED COM 00724F101 346062 898 SH SOLE 0 0 898 ADVANCED MICRO DEVICES INC COM 007903107 412622 4210 SH SOLE 0 0 4210 AEGON N V NY REGISTRY SHS 007924103 43013 10003 SH SOLE 0 0 10003 ALPHABET INC CAP STK CL C 02079K107 1953848 18787 SH SOLE 0 0 18787 ALPHABET INC CAP STK CL A 02079K305 1442054 13902 SH SOLE 0 0 13902 ALTRIA GROUP INC COM 02209S103 204315 4579 SH SOLE 0 0 4579 AMAZON COM INC COM 023135106 4502928 43595 SH SOLE 0 0 43595 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 636594 30242 SH SOLE 0 0 30242 ANALOG DEVICES INC COM 032654105 417515 2117 SH SOLE 0 0 2117 APPLE INC COM 037833100 14956122 90698 SH SOLE 0 0 90698 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 18116576 217121 SH SOLE 0 0 217121 AUTOMATIC DATA PROCESSING IN COM 053015103 215951 970 SH SOLE 0 0 970 AXON ENTERPRISE INC COM 05464C101 1145836 5096 SH SOLE 0 0 5096 BALL CORP COM 058498106 831555 15089 SH SOLE 0 0 15089 BANK AMERICA CORP COM 060505104 425911 14892 SH SOLE 0 0 14892 BECTON DICKINSON & CO COM 075887109 564144 2279 SH SOLE 0 0 2279 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1837799 5952 SH SOLE 0 0 5952 BLACKROCK INC COM 09247X101 240214 359 SH SOLE 0 0 359 BLACKSTONE INC COM 09260D107 982227 11182 SH SOLE 0 0 11182 BOEING CO COM 097023105 282107 1328 SH SOLE 0 0 1328 BRISTOL-MYERS SQUIBB CO COM 110122108 627810 9058 SH SOLE 0 0 9058 BUNGE LIMITED COM G16962105 787371 8243 SH SOLE 0 0 8243 CHENIERE ENERGY INC COM NEW 16411R208 526069 3338 SH SOLE 0 0 3338 CHEVRON CORP NEW COM 166764100 813842 4988 SH SOLE 0 0 4988 CINTAS CORP COM 172908105 1964077 4245 SH SOLE 0 0 4245 CISCO SYS INC COM 17275R102 418827 8012 SH SOLE 0 0 8012 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 11953 14144 SH SOLE 0 0 14144 COCA COLA CO COM 191216100 642011 10350 SH SOLE 0 0 10350 COLGATE PALMOLIVE CO COM 194162103 1773390 23598 SH SOLE 0 0 23598 CONOCOPHILLIPS COM 20825C104 681672 6871 SH SOLE 0 0 6871 COSTCO WHSL CORP NEW COM 22160K105 4366990 8789 SH SOLE 0 0 8789 COUPANG INC CL A 22266T109 885440 55340 SH SOLE 0 0 55340 CSX CORP COM 126408103 294849 9848 SH SOLE 0 0 9848 DANAHER CORPORATION COM 235851102 561293 2227 SH SOLE 0 0 2227 DBX ETF TR XTRACK MSCI ALL 233051820 227903 7875 SH SOLE 0 0 7875 DEERE & CO COM 244199105 1124685 2724 SH SOLE 0 0 2724 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 331996 6300 SH SOLE 0 0 6300 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 204175 4588 SH SOLE 0 0 4588 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 38814 1523 SH SOLE 0 0 1523 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2233061 66698 SH SOLE 0 0 66698 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 8 0 SH SOLE 0 0 0 DISNEY WALT CO COM 254687106 845798 8447 SH SOLE 0 0 8447 ENTERPRISE PRODS PARTNERS L COM 293792107 261512 10097 SH SOLE 0 0 10097 EVERCORE INC CLASS A 29977A105 553016 4793 SH SOLE 0 0 4793 EXXON MOBIL CORP COM 30231G102 1762456 16072 SH SOLE 0 0 16072 FERRARI N V COM N3167Y103 681956 2517 SH SOLE 0 0 2517 FORD MTR CO DEL COM 345370860 147256 11687 SH SOLE 0 0 11687 FRANKLIN RESOURCES INC COM 354613101 287558 10674 SH SOLE 0 0 10674 HERSHEY CO COM 427866108 2298340 9034 SH SOLE 0 0 9034 HOME DEPOT INC COM 437076102 2903095 9837 SH SOLE 0 0 9837 HONEYWELL INTL INC COM 438516106 250558 1311 SH SOLE 0 0 1311 IDEXX LABS INC COM 45168D104 499580 999 SH SOLE 0 0 999 INTEL CORP COM 458140100 418503 12810 SH SOLE 0 0 12810 INTUITIVE SURGICAL INC COM NEW 46120E602 1170564 4582 SH SOLE 0 0 4582 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 13078957 628796 SH SOLE 0 0 628796 INVESCO QQQ TR UNIT SER 1 46090E103 650525 2027 SH SOLE 0 0 2027 IQVIA HLDGS INC COM 46266C105 292368 1470 SH SOLE 0 0 1470 ISHARES INC EM MKTS DIV ETF 464286319 142258 5797 SH SOLE 0 0 5797 ISHARES INC MSCI WORLD ETF 464286392 17774054 151050 SH SOLE 0 0 151050 ISHARES INC MSCI GBL MIN VOL 464286525 1127815 11657 SH SOLE 0 0 11657 ISHARES TR CORE S&P TTL STK 464287150 8331 92 SH SOLE 0 0 92 ISHARES TR SELECT DIVID ETF 464287168 187371 1599 SH SOLE 0 0 1599 ISHARES TR CORE S&P500 ETF 464287200 1888090 4593 SH SOLE 0 0 4593 ISHARES TR CORE US AGGBD ET 464287226 706448 7090 SH SOLE 0 0 7090 ISHARES TR MSCI EMG MKT ETF 464287234 974820 24704 SH SOLE 0 0 24704 ISHARES TR GLOBAL TECH ETF 464287291 77191 1420 SH SOLE 0 0 1420 ISHARES TR 1 3 YR TREAS BD 464287457 11709361 142519 SH SOLE 0 0 142519 ISHARES TR MSCI EAFE ETF 464287465 224930 3145 SH SOLE 0 0 3145 ISHARES TR RUS MID CAP ETF 464287499 310724 4444 SH SOLE 0 0 4444 ISHARES TR CORE S&P MCP ETF 464287507 100314 401 SH SOLE 0 0 401 ISHARES TR ISHARES SEMICDTR 464287523 20010 45 SH SOLE 0 0 45 ISHARES TR RUS 1000 VAL ETF 464287598 1534781 10080 SH SOLE 0 0 10080 ISHARES TR RUS 1000 GRW ETF 464287614 1064432 4357 SH SOLE 0 0 4357 ISHARES TR RUS 1000 ETF 464287622 2013556 8940 SH SOLE 0 0 8940 ISHARES TR RUSSELL 2000 ETF 464287655 269206 1509 SH SOLE 0 0 1509 ISHARES TR CORE S&P US VLU 464287663 145494 1972 SH SOLE 0 0 1972 ISHARES TR S&P SML 600 GWT 464287887 228526 2079 SH SOLE 0 0 2079 ISHARES TR SHRT NAT MUN ETF 464288158 43204576 412730 SH SOLE 0 0 412730 ISHARES TR PFD AND INCM SEC 464288687 6457802 206848 SH SOLE 0 0 206848 ISHARES TR US REGNL BKS ETF 464288778 3579 100 SH SOLE 0 0 100 ISHARES TR U.S. PHARMA ETF 464288836 113930 650 SH SOLE 0 0 650 ISHARES TR MICRO-CAP ETF 464288869 123217 1179 SH SOLE 0 0 1179 ISHARES TR EAFE VALUE ETF 464288877 815983 16814 SH SOLE 0 0 16814 ISHARES TR EAFE GRWTH ETF 464288885 91057 972 SH SOLE 0 0 972 ISHARES TR CORE MSCI TOTAL 46432F834 22749899 367230 SH SOLE 0 0 367230 ISHARES TR CORE MSCI EAFE 46432F842 80019 1197 SH SOLE 0 0 1197 ISHARES TR 0-5YR HI YL CP 46434V407 79525 1908 SH SOLE 0 0 1908 ISHARES TR CORE DIV GRWTH 46434V621 24995 500 SH SOLE 0 0 500 ISHARES TR CORE MSCI EURO 46434V738 235710 4500 SH SOLE 0 0 4500 ISHARES TR CORE MSCI INTL 46435G326 845552 13983 SH SOLE 0 0 13983 ISHARES TR MSCI INTL VLU FT 46435G409 12395 500 SH SOLE 0 0 500 ISHARES TR FALN ANGLS USD 46435G474 20595 815 SH SOLE 0 0 815 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 201280 4000 SH SOLE 0 0 4000 JOHNSON & JOHNSON COM 478160104 1716625 11075 SH SOLE 0 0 11075 JPMORGAN CHASE & CO COM 46625H100 1062027 8150 SH SOLE 0 0 8150 LAM RESEARCH CORP COM 512807108 247036 466 SH SOLE 0 0 466 LGI HOMES INC COM 50187T106 930827 8163 SH SOLE 0 0 8163 LILLY ELI & CO COM 532457108 841722 2451 SH SOLE 0 0 2451 LINDE PLC SHS G54950103 1213472 3414 SH SOLE 0 0 3414 LOCKHEED MARTIN CORP COM 539830109 251020 531 SH SOLE 0 0 531 MARATHON PETE CORP COM 56585A102 830148 6157 SH SOLE 0 0 6157 MASTERCARD INCORPORATED CL A 57636Q104 1517237 4175 SH SOLE 0 0 4175 MCDONALDS CORP COM 580135101 689798 2467 SH SOLE 0 0 2467 MDU RES GROUP INC COM 552690109 1020501 33481 SH SOLE 0 0 33481 MERCK & CO INC COM 58933Y105 2484313 23351 SH SOLE 0 0 23351 META PLATFORMS INC CL A 30303M102 834832 3939 SH SOLE 0 0 3939 METTLER TOLEDO INTERNATIONAL COM 592688105 273908 179 SH SOLE 0 0 179 MICROSOFT CORP COM 594918104 15253953 52910 SH SOLE 0 0 52910 MOODYS CORP COM 615369105 1131356 3697 SH SOLE 0 0 3697 MOTOROLA SOLUTIONS INC COM NEW 620076307 1812061 6333 SH SOLE 0 0 6333 MSCI INC COM 55354G100 627972 1122 SH SOLE 0 0 1122 NETFLIX INC COM 64110L106 299186 866 SH SOLE 0 0 866 NIKE INC CL B 654106103 1664470 13572 SH SOLE 0 0 13572 NORTHROP GRUMMAN CORP COM 666807102 864802 1873 SH SOLE 0 0 1873 NOVARTIS AG SPONSORED ADR 66987V109 257508 2799 SH SOLE 0 0 2799 NOVO-NORDISK A S ADR 670100205 2304506 14481 SH SOLE 0 0 14481 NVIDIA CORPORATION COM 67066G104 1730507 6230 SH SOLE 0 0 6230 OLD DOMINION FREIGHT LINE IN COM 679580100 1501059 4404 SH SOLE 0 0 4404 ON SEMICONDUCTOR CORP COM 682189105 973022 11820 SH SOLE 0 0 11820 ORACLE CORP COM 68389X105 249769 2688 SH SOLE 0 0 2688 PALO ALTO NETWORKS INC COM 697435105 229302 1148 SH SOLE 0 0 1148 PEPSICO INC COM 713448108 1928369 10578 SH SOLE 0 0 10578 PFIZER INC COM 717081103 714217 17505 SH SOLE 0 0 17505 PHILIP MORRIS INTL INC COM 718172109 399892 4112 SH SOLE 0 0 4112 PHILLIPS 66 COM 718546104 294813 2908 SH SOLE 0 0 2908 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 302140 23029 SH SOLE 0 0 23029 PROCTER AND GAMBLE CO COM 742718109 591340 3977 SH SOLE 0 0 3977 PROGRESSIVE CORP COM 743315103 2313996 16175 SH SOLE 0 0 16175 QUALCOMM INC COM 747525103 341787 2679 SH SOLE 0 0 2679 QUANTA SVCS INC COM 74762E102 2418113 14511 SH SOLE 0 0 14511 RAYTHEON TECHNOLOGIES CORP COM 75513E101 624402 6376 SH SOLE 0 0 6376 REGENERON PHARMACEUTICALS COM 75886F107 235819 287 SH SOLE 0 0 287 REPUBLIC SVCS INC COM 760759100 715855 5294 SH SOLE 0 0 5294 ROBINHOOD MKTS INC COM CL A 770700102 112947 11632 SH SOLE 0 0 11632 SALESFORCE INC COM 79466L302 524223 2624 SH SOLE 0 0 2624 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 38280 800 SH SOLE 0 0 800 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1055453 19218 SH SOLE 0 0 19218 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 497854 6805 SH SOLE 0 0 6805 SELECT SECTOR SPDR TR ENERGY 81369Y506 615769 7434 SH SOLE 0 0 7434 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 64723 2013 SH SOLE 0 0 2013 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20641 204 SH SOLE 0 0 204 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 15856 105 SH SOLE 0 0 105 SERVICENOW INC COM 81762P102 302997 652 SH SOLE 0 0 652 SHERWIN WILLIAMS CO COM 824348106 2753433 12250 SH SOLE 0 0 12250 SPDR S&P 500 ETF TR TR UNIT 78462F103 16993258 41509 SH SOLE 0 0 41509 SPDR SER TR PRTFLO S&P500 GW 78464A409 932667 16847 SH SOLE 0 0 16847 SPDR SER TR PRTFLO S&P500 VL 78464A508 43165236 1060050 SH SOLE 0 0 1060050 SPDR SER TR S&P DIVID ETF 78464A763 604694 4888 SH SOLE 0 0 4888 SPDR SER TR S&P BK ETF 78464A797 14828 400 SH SOLE 0 0 400 SPDR SER TR BLOOMBERG SHT TE 78468R408 15961348 642566 SH SOLE 0 0 642566 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 105593 1150 SH SOLE 0 0 1150 SPDR SER TR RUSSELL YIELD 78468R770 240008 2545 SH SOLE 0 0 2545 SPDR SER TR PRTFLO S&P500 HI 78468R788 16463196 433242 SH SOLE 0 0 433242 SPDR SER TR PORTFOLIO S&P600 78468R853 192589 5099 SH SOLE 0 0 5099 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 58417 1409 SH SOLE 0 0 1409 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 201250 5000 SH SOLE 0 0 5000 STARBUCKS CORP COM 855244109 304893 2928 SH SOLE 0 0 2928 STRYKER CORPORATION COM 863667101 230374 807 SH SOLE 0 0 807 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 304547 3274 SH SOLE 0 0 3274 TECK RESOURCES LTD CL B 878742204 439314 12036 SH SOLE 0 0 12036 TESLA INC COM 88160R101 776315 3742 SH SOLE 0 0 3742 TEXAS INSTRS INC COM 882508104 230466 1239 SH SOLE 0 0 1239 THE CIGNA GROUP COM 125523100 303059 1186 SH SOLE 0 0 1186 THERMO FISHER SCIENTIFIC INC COM 883556102 2771187 4808 SH SOLE 0 0 4808 TJX COS INC NEW COM 872540109 263055 3357 SH SOLE 0 0 3357 TRACTOR SUPPLY CO COM 892356106 1154752 4913 SH SOLE 0 0 4913 TRANSDIGM GROUP INC COM 893641100 634600 861 SH SOLE 0 0 861 TRITON INTL LTD CL A G9078F107 789934 12495 SH SOLE 0 0 12495 UNION PAC CORP COM 907818108 1272768 6324 SH SOLE 0 0 6324 UNITED PARCEL SERVICE INC CL B 911312106 252187 1300 SH SOLE 0 0 1300 UNITEDHEALTH GROUP INC COM 91324P102 971172 2055 SH SOLE 0 0 2055 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19361588 51484 SH SOLE 0 0 51484 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 14032 72 SH SOLE 0 0 72 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 232512 2800 SH SOLE 0 0 2800 VANGUARD INDEX FDS SML CP GRW ETF 922908595 163390 755 SH SOLE 0 0 755 VANGUARD INDEX FDS SM CP VAL ETF 922908611 314027 1978 SH SOLE 0 0 1978 VANGUARD INDEX FDS GROWTH ETF 922908736 6029713 24173 SH SOLE 0 0 24173 VANGUARD INDEX FDS VALUE ETF 922908744 30653376 221949 SH SOLE 0 0 221949 VANGUARD INDEX FDS SMALL CP ETF 922908751 6204678 32732 SH SOLE 0 0 32732 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9280763 45472 SH SOLE 0 0 45472 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 63973327 694683 SH SOLE 0 0 694683 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 429204 8027 SH SOLE 0 0 8027 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5783462 143155 SH SOLE 0 0 143155 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 16627952 272813 SH SOLE 0 0 272813 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10220499 174590 SH SOLE 0 0 174590 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 97015 1618 SH SOLE 0 0 1618 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1147897 7453 SH SOLE 0 0 7453 VANGUARD STAR FDS VG TL INTL STK F 921909768 52648920 953612 SH SOLE 0 0 953612 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1278133 12115 SH SOLE 0 0 12115 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 258146 4167 SH SOLE 0 0 4167 VANGUARD WORLD FD ESG INTL STK ETF 921910725 895618 17105 SH SOLE 0 0 17105 VANGUARD WORLD FD ESG US STK ETF 921910733 1292214 18020 SH SOLE 0 0 18020 VANGUARD WORLD FD MEGA GRWTH IND 921910816 62854232 307341 SH SOLE 0 0 307341 VERTEX PHARMACEUTICALS INC COM 92532F100 257727 818 SH SOLE 0 0 818 VISA INC COM CL A 92826C839 1726122 7656 SH SOLE 0 0 7656 WALMART INC COM 931142103 307433 2085 SH SOLE 0 0 2085 WASTE CONNECTIONS INC COM 94106B101 1598888 11497 SH SOLE 0 0 11497 WASTE MGMT INC DEL COM 94106L109 427179 2618 SH SOLE 0 0 2618 WIPRO LTD SPON ADR 1 SH 97651M109 71853 16003 SH SOLE 0 0 16003 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 300459 7622 SH SOLE 0 0 7622 WISDOMTREE TR US QTLY DIV GRT 97717X669 24811 398 SH SOLE 0 0 398 XYLEM INC COM 98419M100 242590 2317 SH SOLE 0 0 2317 ZOETIS INC CL A 98978V103 247496 1487 SH SOLE 0 0 1487