ANGELES WEALTH MANAGEMENT, LLC quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, ANGELES WEALTH MANAGEMENT, LLC opened 12 positions, added to 15, reduced 4, sold out of 2 and left 0 unchanged. The largest increase in value was TSM (+$2,388,569); the largest decrease was TM (-$206,502).
- TM: Country of operation —; Class ADS; Shares 2026-03-31 1,002; Shares 2026-06-30 0.
- ABEV: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 13,596; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1929170): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| OCCUDO QUANTITATIVE STRATEGIES LP | United States | $1.838B | 728 |
| Regal Partners Ltd | Australia | $1.839B | 159 |
| Kensington Asset Management, LLC | United States | $1.837B | 42 |
| Arvest Bank Trust Division | United States | $1.840B | 307 |
| COMMUNITY TRUST & INVESTMENT CO | United States | $1.841B | 260 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | United States | $1.842B | 190 |
| Sepio Capital, LP | United States | $1.842B | 369 |
| SMITH CHAS P & ASSOCIATES PA CPAS | United States | $1.843B | 176 |
| CIDEL ASSET MANAGEMENT INC | Canada | $1.833B | 436 |
| Lombard Odier Asset Management (Europe) Ltd | United Kingdom | $1.832B | 190 |