Angeles Investment Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Angeles Investment Advisors, LLC reported 220 stock positions worth $1.9 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 30.3% of the portfolio, followed by SS SPDR BB St Hi Yield ETF (SJNK, 9.5%) and iShares MSCI Japan ETF (EWJ, 7.7%). Compared with Q4 2023, it opened 36 new positions, sold out of 14, added to 115 and reduced 36. The biggest buy was Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares +1174%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $1.9B (Q1 2024)
- SEC Filing
- 0001398344-24-009592 ↗ filed May 14, 2024
Holdings Value
Holdings 220 stocks · $1.9B
| VOO Vanguard S&P 500 ETF | 30.26% | 1,184,129 | $569.2M | Add +1.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 9.55% | 7,120,760 | $179.6M | Add +64.2% |
| EWJ iShares MSCI Japan ETF | 7.66% | 2,020,500 | $144.2M | Add +70.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 6.58% | 431,940 | $123.8M | Add +1174.2% |
| JNK SS SPDR BB High Yield Bond | 4.69% | 927,000 | $88.3M | Add +193.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.29% | 495,347 | $80.7M | Add +982.4% |
| FLOT iShares Floating Rate Bond E | 4.05% | 1,491,500 | $76.2M | Add +261.6% |
| SCHG Schwab US Large-Cap Growth | 3.82% | 775,000 | $71.9M | Reduce -57.0% |
| VOTE TCW Transform 500 ETF | 3.42% | 1,050,387 | $64.3M | Add +3.5% |
| VXUS Vanguard Total Intl Stock | 3.20% | 997,880 | $60.2M | Reduce -2.6% |
| VCLT Vanguard Long-Term Corp. Bond | 3.05% | 734,000 | $57.4M | Reduce -57.3% |
| ESGV Vanguard ESG US Stock ETF | 2.37% | 478,745 | $44.6M | Reduce -0.2% |
| IWP iShares Russell Mid-Cap Grow | 2.15% | 354,500 | $40.5M | Add +52.8% |
| BKLN Invesco Senior Loan ETF | 1.73% | 1,537,390 | $32.5M | No change |
| FALN iShares Fallen Angels ETF | 1.61% | 1,124,000 | $30.2M | New |
| XLE SS Energy Select Sector | 1.36% | 270,800 | $25.6M | No change |
| VYM Vanguard High DVD Yield ETF | 0.84% | 130,200 | $15.8M | No change |
| IJH iShares Core S&P Midcap ETF | 0.75% | 232,000 | $14.1M | New |
| KNF Knife River Corp. | 0.46% | 106,853 | $8.7M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 23,975 | $8.3M | Add +59.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.43% | 140,510 | $8.1M | Add +2.8% |
| MDU Mdu Resources Group Inc. | 0.35% | 258,331 | $6.5M | New |
| IDV iShares International Select | 0.32% | 217,055 | $6.1M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.32% | 75,285 | $6.0M | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 109,755 | $5.5M | Add +13.4% |
| MSFT Microsoft Corp. | 0.27% | 11,913 | $5.0M | Reduce -42.2% |
| AMZN Amazon.com Inc. | 0.16% | 17,084 | $3.1M | Add +25.3% |
| NVDA Nvidia Corp. | 0.13% | 2,785 | $2.5M | Add +21.9% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 60,225 | $2.5M | Add +26.3% |
| AAPL Apple Inc. | 0.11% | 12,305 | $2.1M | Reduce -57.2% |
| META Meta Platforms Inc. Class A | 0.09% | 3,665 | $1.8M | Add +39.5% |
| PG The Procter & Gamble Co. | 0.09% | 10,710 | $1.7M | Add +10.9% |
| QCOM Qualcomm Inc. | 0.08% | 8,827 | $1.5M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 0.07% | 6,947 | $1.4M | Add +8.7% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 12,500 | $1.4M | Reduce -3.9% |
| AVGO Broadcom Inc. | 0.07% | 938 | $1.2M | Add +23.6% |
| GOOGL Alphabet Inc. Class A | 0.07% | 8,143 | $1.2M | Add +64.6% |
| V Visa Inc. Class A | 0.06% | 4,369 | $1.2M | Add +17.4% |
| CVX Chevron Corp. | 0.06% | 7,687 | $1.2M | Add +15.6% |
| MDT Medtronic PLC | 0.06% | 13,436 | $1.2M | Add +6.4% |
| KO The Coca-Cola Co. | 0.06% | 18,370 | $1.1M | Add +16.2% |
| IWM iShares Russell 2000 ETF | 0.06% | 5,240 | $1.1M | Reduce -99.1% |
| NOW ServiceNow Inc. | 0.06% | 1,401 | $1.1M | Reduce -5.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 2,026 | $1.1M | No change |
| PH Parker Hannifin Corp. | 0.05% | 1,713 | $952K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 972 | $943K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 6,907 | $941K | Add +6.2% |
| USB US Bancorp | 0.05% | 20,519 | $927K | Add +1.2% |
| AMP Ameriprise Financial Inc. | 0.05% | 2,093 | $918K | Add +2.5% |
| JNJ Johnson & Johnson | 0.05% | 5,674 | $898K | Add +8.7% |
| LOW Lowe's Cos Inc. | 0.05% | 3,500 | $892K | Add +146.7% |
| AGG iShares Core U.S. Aggregate | 0.05% | 8,854 | $867K | Add +19.8% |
| MLM Martin Marietta Materials | 0.05% | 1,407 | $864K | No change |
| ETN Eaton Corp. PLC | 0.05% | 2,757 | $862K | Add +0.9% |
| TTE Totalenergies SE -Spon ADR | 0.05% | 12,385 | $858K | Add +282.4% |
| LRCX Lam Research Corp. | 0.05% | 882 | $858K | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 6,629 | $811K | Add +12.1% |
| DXCM Dexcom Inc. | 0.04% | 5,847 | $811K | Reduce -26.5% |
| HD Home Depot Inc. | 0.04% | 2,085 | $800K | Add +0.2% |
| LEN Lennar Corp. Class A | 0.04% | 4,624 | $795K | No change |
| ADBE Adobe Inc. | 0.04% | 1,559 | $787K | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.04% | 1,562 | $773K | Add +15.2% |
| CRM Salesforce Inc. | 0.04% | 2,562 | $772K | Add +15.7% |
| IR Ingersoll-Rand Inc. | 0.04% | 7,993 | $759K | Reduce -1.9% |
| HON Honeywell International Inc. | 0.04% | 3,684 | $756K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.04% | 17,626 | $740K | Add +6.4% |
| AMGN Amgen Inc. | 0.04% | 2,591 | $737K | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 0.04% | 14,090 | $727K | Reduce -96.5% |
| CTVA Corteva Inc. | 0.04% | 12,347 | $712K | Add +0.7% |
| ANSS Ansys Inc. | 0.04% | 2,035 | $706K | Add +3.8% |
| ECL Ecolab Inc. | 0.04% | 2,991 | $692K | Add +17.7% |
| FE Firstenergy Corp. | 0.04% | 17,754 | $686K | Add +12.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 6,500 | $675K | Reduce -78.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 17,726 | $672K | Add +14.3% |
| O Realty Income Corp. | 0.04% | 12,358 | $670K | Add +9.6% |
| CSCO Cisco Systems Inc. | 0.03% | 13,125 | $655K | Add +8.7% |
| PNC PNC Financial Services Group | 0.03% | 4,040 | $653K | Add +5.1% |
| WMT Walmart Inc. | 0.03% | 10,752 | $649K | Add +21.2% |
| MBB iShares MBS ETF | 0.03% | 7,000 | $647K | No change |
| BX Blackstone Inc. | 0.03% | 4,823 | $634K | Add +1.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.03% | 52,919 | $631K | Add +26.5% |
| COF Capital One Financial Corp. | 0.03% | 4,213 | $627K | Add +4.2% |
| MCHP Microchip Technology Inc. | 0.03% | 6,960 | $624K | No change |
| XYZ Block Inc. | 0.03% | 7,201 | $609K | Reduce -9.2% |
| MRK Merck & Co. Inc. | 0.03% | 4,595 | $606K | Add +29.9% |
| SCHW Schwab (charles) Corp. | 0.03% | 8,192 | $593K | Add +3.9% |
| EMR Emerson Electric Co. | 0.03% | 5,195 | $589K | Add +5.3% |
| SNY Sanofi-ADR | 0.03% | 12,091 | $588K | Add +0.5% |
| ADSK Autodesk Inc. | 0.03% | 2,236 | $582K | No change |
| SHOP Shopify Inc. Class A | 0.03% | 7,414 | $572K | Reduce -5.4% |
| NEM Newmont Corp. | 0.03% | 15,940 | $571K | Add +24.9% |
| ALL Allstate Corp. | 0.03% | 3,278 | $569K | Reduce -5.1% |
| PFE Pfizer Inc. | 0.03% | 20,497 | $569K | Add +7.9% |
| SNOW Snowflake Inc. | 0.03% | 3,513 | $568K | Add +2.4% |
| DDOG Datadog Inc. Class A | 0.03% | 4,590 | $567K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 1,345 | $566K | Add +0.7% |
| IVLU iShares MSCI International V | 0.03% | 20,000 | $565K | Reduce -82.2% |
| XYL Xylem Inc. | 0.03% | 4,330 | $560K | No change |
| NFLX Netflix Inc. | 0.03% | 921 | $559K | Reduce -0.8% |
| COP Conocophillips | 0.03% | 4,393 | $559K | Add +23.2% |
Portfolio Sells Q4 2023 → Q1 2024
| IWM iShares Russell 2000 ETF | Reduce -99.1% | 0.06% | −6.77 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -57.3% | 3.05% | −5.25 |
| SCHG Schwab US Large-Cap Growth | Reduce -57.0% | 3.82% | −5.20 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −4.79 |
| IEMG iShares Core MSCI Emerging | Reduce -96.5% | 0.04% | −1.20 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.99 |
| VXUS Vanguard Total Intl Stock | Reduce -2.6% | 3.20% | −0.38 |
| AAPL Apple Inc. | Reduce -57.2% | 0.11% | −0.22 |
| MSFT Microsoft Corp. | Reduce -42.2% | 0.27% | −0.20 |
| IVLU iShares MSCI International V | Reduce -82.2% | 0.03% | −0.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -78.7% | 0.04% | −0.14 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.10 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.2% | 2.37% | −0.09 |
| IDV iShares International Select | Reduce -0.9% | 0.32% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -39.3% | 0.03% | −0.02 |
| SYY Sysco Corp. | Reduce -44.7% | 0.02% | −0.02 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.02 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.02 |
| COLM Columbia Sportswear Co. | Sold out | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Reduce -26.5% | 0.04% | −0.02 |
| TFII Tfi International Inc. | Sold out | 0.00% | −0.02 |
| IP International Paper Co. | Sold out | 0.00% | −0.01 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.01 |
| EMBJ Embraer SA-Spon ADR | Reduce -54.2% | 0.02% | −0.01 |
| MCK McKesson Corp. | Reduce -25.0% | 0.03% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -3.9% | 0.07% | −0.01 |
| NOW ServiceNow Inc. | Reduce -5.9% | 0.06% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -5.4% | 0.03% | −0.01 |
| CB Chubb Ltd. | Reduce -23.3% | 0.02% | −0.01 |
| XEL Xcel Energy Inc. | Reduce -0.7% | 0.02% | −0.01 |
| ELS Equity Lifestyle Properties | Reduce -0.8% | 0.02% | −0.00 |
| XYZ Block Inc. | Reduce -9.2% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Reduce -6.9% | 0.02% | −0.00 |
| GILD Gilead Sciences Inc. | Reduce -6.8% | 0.01% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -4.0% | 0.02% | −0.00 |
| PM Philip Morris International | Reduce -7.1% | 0.01% | −0.00 |
| MS Morgan Stanley | Reduce -3.4% | 0.01% | −0.00 |
| ALC Alcon Inc. | Reduce -0.5% | 0.03% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.00 |
| CSGP Costar Group Inc. | Reduce -1.6% | 0.02% | −0.00 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -7.9% | 0.03% | +0.00 |
| ALL Allstate Corp. | Reduce -5.1% | 0.03% | +0.00 |
| AZO AutoZone Inc. | Reduce -0.8% | 0.02% | +0.00 |
| IR Ingersoll-Rand Inc. | Reduce -1.9% | 0.04% | +0.00 |
| NFLX Netflix Inc. | Reduce -0.8% | 0.03% | +0.00 |
| LRCX Lam Research Corp. | Reduce -2.6% | 0.05% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1174.2% | 6.58% | +6.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +982.4% | 4.29% | +3.88 |
| EWJ iShares MSCI Japan ETF | Add +70.9% | 7.66% | +3.09 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +64.2% | 9.55% | +2.98 |
| JNK SS SPDR BB High Yield Bond | Add +193.8% | 4.69% | +2.89 |
| FLOT iShares Floating Rate Bond E | Add +261.6% | 4.05% | +2.79 |
| FALN iShares Fallen Angels ETF | New | 1.61% | +1.61 |
| IJH iShares Core S&P Midcap ETF | New | 0.75% | +0.75 |
| IWP iShares Russell Mid-Cap Grow | Add +52.8% | 2.15% | +0.69 |
| KNF Knife River Corp. | New | 0.46% | +0.46 |
| MDU Mdu Resources Group Inc. | New | 0.35% | +0.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +59.8% | 0.44% | +0.16 |
| NVDA Nvidia Corp. | Add +21.9% | 0.13% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +25.3% | 0.16% | +0.04 |
| META Meta Platforms Inc. Class A | Add +39.5% | 0.09% | +0.04 |
| TTE Totalenergies SE -Spon ADR | Add +282.4% | 0.05% | +0.03 |
| LOW Lowe's Cos Inc. | Add +146.7% | 0.05% | +0.03 |
| VPL Vanguard Ftse Pacific ETF | Add +2635.3% | 0.03% | +0.03 |
| ABT Abbott Laboratories | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +64.6% | 0.07% | +0.02 |
| CNI Canadian Natl Railway Co. | New | 0.02% | +0.02 |
| VOTE TCW Transform 500 ETF | Add +3.5% | 3.42% | +0.02 |
| MA Mastercard Inc. Class A | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +26.3% | 0.13% | +0.02 |
| WM Waste Management Inc. | New | 0.02% | +0.02 |
| RSG Republic Services Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +23.6% | 0.07% | +0.01 |
| SYK Stryker Corp. | New | 0.01% | +0.01 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.01% | +0.01 |
| TJX TJX Companies Inc. | New | 0.01% | +0.01 |
| INTU Intuit Inc. | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +13.4% | 0.29% | +0.01 |
| FCX Freeport-McMoran Inc. | New | 0.01% | +0.01 |
| NOC Northrop Grumman Corp. | New | 0.01% | +0.01 |
| RDY Dr. Reddy's Laboratories-ADR | New | 0.01% | +0.01 |
| UPS United Parcel Service Class B | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +26.5% | 0.03% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +45.8% | 0.03% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| EIX Edison International | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | New | 0.01% | +0.01 |
| ALGN Align Technology Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $1.7B | VOO, VXUS, IWM, VOTE, VMBS |
| Q1 2026 | 31 | $1.5B | VOO, VXUS, VMBS, VOTE, EFV |
| Q4 2025 | 27 | $1.5B | VOO, VXUS, VMBS, MGK, VOTE |
| Q3 2025 | 30 | $1.5B | VOO, VXUS, MGK, VMBS, VCLT |
| Q2 2025 | 31 | $1.8B | VOO, VXUS, MGK, VCLT, VGK |
| Q1 2025 | 30 | $1.9B | VOO, VXUS, VGK, VCLT, SJNK |
| Q4 2024 | 195 | $2.1B | VOO, MGK, SJNK, VXUS, VCLT |
| Q3 2024 | 217 | $2.0B | VOO, MGK, SJNK, VCLT, VXUS |
| Q2 2024 | 212 | $2.0B | VOO, MGK, SJNK, JNK, VCLT |
| Q1 2024 | 220 | $1.9B | VOO, SJNK, EWJ, MGK, JNK |