Angeles Investment Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Angeles Investment Advisors, LLC reported 212 stock positions worth $2.0 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 32.9% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 14.2%) and SS SPDR BB St Hi Yield ETF (SJNK, 9.1%). Compared with Q1 2024, it opened 26 new positions, sold out of 34, added to 58 and reduced 87. The biggest buy was Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares +105%) and the biggest sale iShares MSCI Japan ETF (EWJ, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $2.0B (Q2 2024)
- SEC Filing
- 0001398344-24-014198 ↗ filed Aug 9, 2024
Holdings Value
Holdings 212 stocks · $2.0B
| VOO Vanguard S&P 500 ETF | 32.95% | 1,293,195 | $646.9M | Add +9.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 14.20% | 887,190 | $278.8M | Add +105.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 9.06% | 7,120,760 | $177.8M | No change |
| JNK SS SPDR BB High Yield Bond | 4.45% | 927,000 | $87.4M | No change |
| VCLT Vanguard Long-Term Corp. Bond | 3.91% | 1,012,000 | $76.8M | Add +37.9% |
| VOTE TCW Transform 500 ETF | 3.50% | 1,080,609 | $68.7M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 3.41% | 1,108,794 | $66.9M | Add +11.1% |
| BKLN Invesco Senior Loan ETF | 2.92% | 2,720,390 | $57.2M | Add +77.0% |
| SCHG Schwab US Large-Cap Growth | 2.85% | 554,000 | $55.9M | Reduce -28.5% |
| EWJ iShares MSCI Japan ETF | 2.66% | 765,000 | $52.2M | Reduce -62.1% |
| FLOT iShares Floating Rate Bond E | 2.19% | 842,000 | $43.0M | Reduce -43.5% |
| ESGV Vanguard ESG US Stock ETF | 2.13% | 432,665 | $41.8M | Reduce -9.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 211,622 | $33.9M | Reduce -57.3% |
| XLE SS Energy Select Sector | 1.26% | 270,800 | $24.7M | No change |
| FALN iShares Fallen Angels ETF | 1.24% | 926,000 | $24.3M | Reduce -17.6% |
| VGK Vanguard Ftse Europe ETF | 1.07% | 313,500 | $20.9M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.91% | 47,530 | $17.8M | Add +98.3% |
| VYM Vanguard High DVD Yield ETF | 0.79% | 130,200 | $15.4M | No change |
| MCHI iShares MSCI China ETF | 0.63% | 295,000 | $12.4M | New |
| KNF Knife River Corp. | 0.38% | 106,853 | $7.5M | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.36% | 123,575 | $7.1M | Reduce -12.1% |
| MSFT Microsoft Corp. | 0.34% | 14,897 | $6.7M | Add +25.1% |
| MDU Mdu Resources Group Inc. | 0.33% | 258,331 | $6.5M | No change |
| IDV iShares International Select | 0.31% | 216,955 | $6.0M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.30% | 75,285 | $5.9M | No change |
| NVDA Nvidia Corp. | 0.29% | 45,306 | $5.6M | Add +62.7% |
| AAPL Apple Inc. | 0.24% | 22,011 | $4.6M | Add +78.9% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 91,795 | $4.5M | Reduce -16.4% |
| AMZN Amazon.com Inc. | 0.22% | 22,426 | $4.3M | Add +31.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.21% | 68,899 | $4.0M | New |
| IVLU iShares MSCI International V | 0.19% | 133,040 | $3.7M | Add +565.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.14% | 27,300 | $2.8M | Add +320.0% |
| META Meta Platforms Inc. Class A | 0.12% | 4,819 | $2.4M | Add +31.5% |
| VMO Invesco Municipal Opport | 0.10% | 46,900 | $2.1M | New |
| GOOGL Alphabet Inc. Class A | 0.10% | 10,938 | $2.0M | Add +34.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 9,518 | $1.7M | Add +37.8% |
| QCOM Qualcomm Inc. | 0.08% | 7,881 | $1.6M | Reduce -10.7% |
| PG The Procter & Gamble Co. | 0.07% | 8,777 | $1.4M | Reduce -18.1% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 12,500 | $1.4M | No change |
| ADBE Adobe Inc. | 0.07% | 2,526 | $1.4M | Add +62.0% |
| NOW ServiceNow Inc. | 0.06% | 1,613 | $1.3M | Add +15.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.06% | 1,211 | $1.2M | Add +24.6% |
| KO The Coca-Cola Co. | 0.06% | 18,913 | $1.2M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 2,140 | $1.2M | Add +5.6% |
| JPM JPMorgan Chase & Co. | 0.06% | 5,341 | $1.1M | Reduce -23.1% |
| CVX Chevron Corp. | 0.05% | 6,769 | $1.1M | Reduce -11.9% |
| AVGO Broadcom Inc. | 0.05% | 633 | $1.0M | Reduce -32.5% |
| MDT Medtronic PLC | 0.05% | 12,786 | $1.0M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.05% | 1,085 | $982K | Add +61.5% |
| V Visa Inc. Class A | 0.05% | 3,528 | $926K | Reduce -19.3% |
| PH Parker Hannifin Corp. | 0.04% | 1,713 | $866K | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 8,854 | $859K | No change |
| JNJ Johnson & Johnson | 0.04% | 5,797 | $847K | Add +2.2% |
| AMP Ameriprise Financial Inc. | 0.04% | 1,942 | $830K | Reduce -7.2% |
| USB US Bancorp | 0.04% | 19,576 | $787K | Reduce -4.6% |
| MLM Martin Marietta Materials | 0.04% | 1,407 | $762K | No change |
| LEN Lennar Corp. Class A | 0.04% | 5,024 | $753K | Add +8.7% |
| NFLX Netflix Inc. | 0.04% | 1,099 | $742K | Add +19.3% |
| AMGN Amgen Inc. | 0.04% | 2,332 | $729K | Reduce -10.0% |
| GOOG Alphabet Inc. Class C | 0.04% | 3,943 | $723K | New |
| LRCX Lam Research Corp. | 0.04% | 675 | $720K | Reduce -23.5% |
| TTE Totalenergies SE -Spon ADR | 0.04% | 10,654 | $717K | Reduce -14.0% |
| CRM Salesforce Inc. | 0.04% | 2,773 | $713K | Add +8.2% |
| ADSK Autodesk Inc. | 0.04% | 2,792 | $691K | Add +24.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.03% | 52,549 | $677K | Reduce -0.7% |
| DXCM Dexcom Inc. | 0.03% | 5,940 | $673K | Add +1.6% |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 5,304 | $669K | Add +50.2% |
| ANSS Ansys Inc. | 0.03% | 2,067 | $665K | Add +1.6% |
| ECL Ecolab Inc. | 0.03% | 2,777 | $662K | Reduce -7.2% |
| CTVA Corteva Inc. | 0.03% | 12,267 | $662K | Reduce -0.7% |
| SHOP Shopify Inc. Class A | 0.03% | 9,989 | $660K | Add +34.7% |
| WMT Walmart Inc. | 0.03% | 9,725 | $658K | Reduce -9.6% |
| SONY Sony Group Corp. - SP ADR | 0.03% | 7,686 | $653K | Add +23.3% |
| DDOG Datadog Inc. Class A | 0.03% | 4,951 | $642K | Add +7.9% |
| IR Ingersoll-Rand Inc. | 0.03% | 7,016 | $637K | Reduce -12.2% |
| NEM Newmont Corp. | 0.03% | 15,202 | $637K | Reduce -4.6% |
| MCHP Microchip Technology Inc. | 0.03% | 6,956 | $636K | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.03% | 11,800 | $632K | Reduce -16.3% |
| ETN Eaton Corp. PLC | 0.03% | 2,014 | $631K | Reduce -26.9% |
| LOW Lowe's Cos Inc. | 0.03% | 2,846 | $627K | Reduce -18.7% |
| VZ Verizon Communications Inc. | 0.03% | 14,917 | $615K | Reduce -15.4% |
| HON Honeywell International Inc. | 0.03% | 2,856 | $610K | Reduce -22.5% |
| COF Capital One Financial Corp. | 0.03% | 4,311 | $597K | Add +2.3% |
| SAP Sap SE-Sponsored ADR | 0.03% | 2,958 | $597K | Add +19.5% |
| APD Air Products & Chemicals Inc. | 0.03% | 2,299 | $593K | Add +3.8% |
| TSLA Tesla Inc. | 0.03% | 2,968 | $587K | Add +105.8% |
| XYL Xylem Inc. | 0.03% | 4,330 | $587K | No change |
| FE Firstenergy Corp. | 0.03% | 15,069 | $577K | Reduce -15.1% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,117 | $569K | Reduce -28.5% |
| EMR Emerson Electric Co. | 0.03% | 5,099 | $562K | Reduce -1.9% |
| TEAM Atlassian Corp. Class A | 0.03% | 3,164 | $560K | Add +19.9% |
| BX Blackstone Inc. | 0.03% | 4,468 | $553K | Reduce -7.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 3,839 | $548K | Add +104.4% |
| KMI Kinder Morgan Inc. | 0.03% | 27,485 | $546K | Reduce -1.4% |
| SNY Sanofi-ADR | 0.03% | 11,113 | $539K | Reduce -8.1% |
| SCHW Schwab (charles) Corp. | 0.03% | 7,230 | $533K | Reduce -11.7% |
| SO The Southern Co. | 0.03% | 6,855 | $532K | No change |
| CARR Carrier Global Corp. | 0.03% | 8,127 | $514K | Reduce -4.0% |
| GD General Dynamics Corp. | 0.03% | 1,764 | $512K | No change |
| BKR Baker Hughes Co. | 0.03% | 14,462 | $509K | Reduce -3.8% |
Portfolio Sells Q1 2024 → Q2 2024
| EWJ iShares MSCI Japan ETF | Reduce -62.1% | 2.66% | −5.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -57.3% | 1.73% | −2.56 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −2.15 |
| FLOT iShares Floating Rate Bond E | Reduce -43.5% | 2.19% | −1.86 |
| SCHG Schwab US Large-Cap Growth | Reduce -28.5% | 2.85% | −0.98 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.75 |
| FALN iShares Fallen Angels ETF | Reduce -17.6% | 1.24% | −0.37 |
| ESGV Vanguard ESG US Stock ETF | Reduce -9.6% | 2.13% | −0.24 |
| VWO Vanguard Ftse Emerging Marke | Reduce -98.6% | 0.00% | −0.13 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -12.1% | 0.36% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -16.4% | 0.23% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -88.5% | 0.01% | −0.05 |
| HD Home Depot Inc. | Reduce -62.9% | 0.01% | −0.03 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.03 |
| VPL Vanguard Ftse Pacific ETF | Reduce -87.5% | 0.00% | −0.02 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -36.8% | 0.02% | −0.02 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.02 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.02 |
| MBB iShares MBS ETF | Reduce -54.3% | 0.01% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -23.1% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -18.1% | 0.07% | −0.02 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.02 |
| O Realty Income Corp. | Reduce -47.9% | 0.02% | −0.02 |
| IDV iShares International Select | Reduce -0.1% | 0.31% | −0.02 |
| V Visa Inc. Class A | Reduce -19.3% | 0.05% | −0.02 |
| AXP American Express Co. | Sold out | 0.00% | −0.02 |
| ALL Allstate Corp. | Reduce -48.1% | 0.01% | −0.02 |
| VTR Ventas Inc. | Sold out | 0.00% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -18.7% | 0.03% | −0.02 |
| ABBV Abbvie Inc. | Reduce -46.3% | 0.01% | −0.02 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.02 |
| COP Conocophillips | Reduce -39.9% | 0.02% | −0.01 |
| AVGO Broadcom Inc. | Reduce -32.5% | 0.05% | −0.01 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.01 |
| MCK McKesson Corp. | Reduce -53.8% | 0.01% | −0.01 |
| PM Philip Morris International | Sold out | 0.00% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -26.9% | 0.03% | −0.01 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.01 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.01 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| C Citigroup Inc. | Sold out | 0.00% | −0.01 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -28.5% | 0.03% | −0.01 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +105.4% | 14.20% | +7.62 |
| VOO Vanguard S&P 500 ETF | Add +9.2% | 32.95% | +2.68 |
| BKLN Invesco Senior Loan ETF | Add +77.0% | 2.92% | +1.19 |
| VGK Vanguard Ftse Europe ETF | New | 1.07% | +1.07 |
| VCLT Vanguard Long-Term Corp. Bond | Add +37.9% | 3.91% | +0.86 |
| MCHI iShares MSCI China ETF | New | 0.63% | +0.63 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +98.3% | 0.91% | +0.47 |
| VXUS Vanguard Total Intl Stock | Add +11.1% | 3.41% | +0.21 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.21% | +0.21 |
| IVLU iShares MSCI International V | Add +565.2% | 0.19% | +0.16 |
| NVDA Nvidia Corp. | Add +62.7% | 0.29% | +0.15 |
| AAPL Apple Inc. | Add +78.9% | 0.24% | +0.12 |
| EFG iShares MSCI Eafe Growth ETF | Add +320.0% | 0.14% | +0.11 |
| VMO Invesco Municipal Opport | New | 0.10% | +0.10 |
| VOTE TCW Transform 500 ETF | Add +2.9% | 3.50% | +0.08 |
| MSFT Microsoft Corp. | Add +25.1% | 0.34% | +0.07 |
| AMZN Amazon.com Inc. | Add +31.3% | 0.22% | +0.06 |
| GOOG Alphabet Inc. Class C | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +34.3% | 0.10% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +37.8% | 0.08% | +0.03 |
| ADBE Adobe Inc. | Add +62.0% | 0.07% | +0.03 |
| META Meta Platforms Inc. Class A | Add +31.5% | 0.12% | +0.03 |
| AWK American Water Works Co. Inc. | New | 0.03% | +0.03 |
| PRU Prudential Financial Inc. | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +61.5% | 0.05% | +0.02 |
| SCHO Schwab Short-Term US Treas | New | 0.02% | +0.02 |
| GO Grocery Outlet Holding Corp. | New | 0.02% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +105.8% | 0.03% | +0.02 |
| MAR Marriott International Class A | New | 0.02% | +0.02 |
| NKE Nike Inc. Class B | New | 0.02% | +0.02 |
| MCO Moody's Corp. | New | 0.02% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +104.4% | 0.03% | +0.02 |
| PGR Progressive Corp. | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +24.6% | 0.06% | +0.01 |
| RY Royal Bank of Canada | New | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| CDW CDW Corp. | New | 0.01% | +0.01 |
| ATR Aptargroup Inc. | New | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.01% | +0.01 |
| UBS UBS Group AG-Reg | New | 0.01% | +0.01 |
| SPGI S&P Global Inc. | New | 0.01% | +0.01 |
| INTU Intuit Inc. | Add +81.1% | 0.02% | +0.01 |
| MA Mastercard Inc. Class A | Add +76.1% | 0.03% | +0.01 |
| NFLX Netflix Inc. | Add +19.3% | 0.04% | +0.01 |
| NOW ServiceNow Inc. | Add +15.1% | 0.06% | +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 |