Long-term investor
Angeles Wealth Management, LLC @angeleswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929170).
Record
- Tracked since 2025-06-30 (448 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921910816 · 11.5% · long · since 2025-06-30
- 922042742 · 10.9% · long · since 2025-06-30
- 921909768 · 6.7% · long · since 2025-06-30
- 78464A508 · 6.4% · long · since 2025-06-30
- 922908363 · 5.3% · long · since 2025-06-30
- 464288414 · 3.8% · long · since 2025-06-30
- 808524300 · 3.7% · long · since 2025-06-30
- 922042874 · 3.3% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- 922908744 · 2.5% · long · since 2025-06-30
- 78462F103 · 2.2% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30