Angeles Investment Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Angeles Investment Advisors, LLC reported 217 stock positions worth $2.0 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 36.5% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 14.0%) and SS SPDR BB St Hi Yield ETF (SJNK, 6.4%). Compared with Q2 2024, it opened 17 new positions, sold out of 12, added to 40 and reduced 91. The biggest buy was a new position in iShares Broad Usd High Yield (USHY) and the biggest sale an exit from Invesco Senior Loan ETF (BKLN).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $2.0B (Q3 2024)
- SEC Filing
- 0001398344-24-019999 ↗ filed Nov 5, 2024
Holdings Value
Holdings 217 stocks · $2.0B
| VOO Vanguard S&P 500 ETF | 36.54% | 1,353,886 | $714.6M | Add +4.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 14.04% | 852,890 | $274.6M | Reduce -3.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 6.39% | 4,849,660 | $124.9M | Reduce -31.9% |
| VCLT Vanguard Long-Term Corp. Bond | 5.92% | 1,425,000 | $115.8M | Add +40.8% |
| VXUS Vanguard Total Intl Stock | 4.28% | 1,294,255 | $83.8M | Add +16.7% |
| USHY iShares Broad Usd High Yield | 4.18% | 2,171,000 | $81.7M | New |
| EWJ iShares MSCI Japan ETF | 4.16% | 1,138,000 | $81.4M | Add +48.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.33% | 372,827 | $65.1M | Add +76.2% |
| ESGV Vanguard ESG US Stock ETF | 2.29% | 441,396 | $44.9M | Add +2.0% |
| JNK SS SPDR BB High Yield Bond | 2.11% | 421,800 | $41.2M | Reduce -54.5% |
| FALN iShares Fallen Angels ETF | 1.81% | 1,294,400 | $35.4M | Add +39.8% |
| VOTE TCW Transform 500 ETF | 1.75% | 510,784 | $34.2M | Reduce -52.7% |
| MCHI iShares MSCI China ETF | 1.57% | 604,000 | $30.7M | Add +104.8% |
| VYM Vanguard High DVD Yield ETF | 0.85% | 130,200 | $16.7M | No change |
| VGK Vanguard Ftse Europe ETF | 0.79% | 218,000 | $15.5M | Reduce -30.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.66% | 33,465 | $12.8M | Reduce -29.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.56% | 241,000 | $11.0M | New |
| KNF Knife River Corp. | 0.49% | 106,853 | $9.6M | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.36% | 115,265 | $7.1M | Reduce -6.7% |
| MDU Mdu Resources Group Inc. | 0.36% | 258,331 | $7.1M | No change |
| IDV iShares International Select | 0.34% | 216,955 | $6.6M | No change |
| EFA iShares MSCI Eafe ETF | 0.32% | 75,285 | $6.3M | No change |
| MSFT Microsoft Corp. | 0.31% | 14,077 | $6.1M | Reduce -5.5% |
| AAPL Apple Inc. | 0.28% | 23,320 | $5.4M | Add +6.0% |
| NVDA Nvidia Corp. | 0.26% | 41,766 | $5.1M | Reduce -7.8% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 90,407 | $4.8M | Reduce -1.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 68,899 | $4.3M | No change |
| AMZN Amazon.com Inc. | 0.21% | 21,682 | $4.0M | Reduce -3.3% |
| IVLU iShares MSCI International V | 0.17% | 115,735 | $3.4M | Reduce -13.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.17% | 44,000 | $3.2M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 29,300 | $3.2M | Add +7.3% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 48,544 | $2.3M | Add +5784.1% |
| META Meta Platforms Inc. Class A | 0.12% | 3,984 | $2.3M | Reduce -17.3% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 15,450 | $1.8M | Add +23.6% |
| GOOGL Alphabet Inc. Class A | 0.09% | 10,805 | $1.8M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 9,315 | $1.6M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.07% | 8,314 | $1.4M | Reduce -5.3% |
| QCOM Qualcomm Inc. | 0.07% | 7,933 | $1.3M | Add +0.7% |
| NOW ServiceNow Inc. | 0.07% | 1,475 | $1.3M | Reduce -8.6% |
| KO The Coca-Cola Co. | 0.07% | 18,035 | $1.3M | Reduce -4.6% |
| ADBE Adobe Inc. | 0.07% | 2,486 | $1.3M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 0.06% | 25,835 | $1.2M | Add +73.2% |
| JPM JPMorgan Chase & Co. | 0.06% | 5,399 | $1.1M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 1,810 | $1.0M | Reduce -15.4% |
| AVGO Broadcom Inc. | 0.05% | 5,992 | $1.0M | Reduce -5.3% |
| CVX Chevron Corp. | 0.05% | 6,851 | $1.0M | Add +1.2% |
| JNJ Johnson & Johnson | 0.05% | 6,197 | $1.0M | Add +6.9% |
| AGG iShares Core U.S. Aggregate | 0.05% | 9,445 | $956K | Add +6.7% |
| PH Parker Hannifin Corp. | 0.05% | 1,513 | $956K | Reduce -11.7% |
| LLY Eli Lilly & Co. | 0.05% | 1,077 | $954K | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 1,132 | $944K | Reduce -6.5% |
| V Visa Inc. Class A | 0.05% | 3,365 | $925K | Reduce -4.6% |
| AMP Ameriprise Financial Inc. | 0.04% | 1,800 | $846K | Reduce -7.3% |
| SHOP Shopify Inc. Class A | 0.04% | 10,391 | $833K | Add +4.0% |
| WMT Walmart Inc. | 0.04% | 10,191 | $823K | Add +4.8% |
| USB US Bancorp | 0.04% | 17,773 | $821K | Reduce -9.2% |
| TSLA Tesla Inc. | 0.04% | 3,021 | $790K | Add +1.8% |
| CRM Salesforce Inc. | 0.04% | 2,773 | $759K | No change |
| LEN Lennar Corp. Class A | 0.04% | 4,044 | $758K | Reduce -19.5% |
| NFLX Netflix Inc. | 0.04% | 1,040 | $738K | Reduce -5.4% |
| DEO Diageo PLC-Sponsored ADR | 0.04% | 5,092 | $721K | Reduce -4.0% |
| AMGN Amgen Inc. | 0.04% | 2,197 | $708K | Reduce -5.8% |
| SONY Sony Group Corp. - SP ADR | 0.04% | 7,246 | $700K | Reduce -5.7% |
| IR Ingersoll-Rand Inc. | 0.04% | 7,016 | $689K | No change |
| NEM Newmont Corp. | 0.04% | 12,877 | $688K | Reduce -15.3% |
| IEMG iShares Core MSCI Emerging | 0.03% | 11,800 | $677K | No change |
| APD Air Products & Chemicals Inc. | 0.03% | 2,273 | $677K | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,154 | $675K | Add +3.3% |
| MDT Medtronic PLC | 0.03% | 7,437 | $672K | Reduce -41.8% |
| FE Firstenergy Corp. | 0.03% | 15,069 | $668K | No change |
| ETN Eaton Corp. PLC | 0.03% | 2,014 | $668K | No change |
| LOW Lowe's Cos Inc. | 0.03% | 2,452 | $664K | Reduce -13.8% |
| ECL Ecolab Inc. | 0.03% | 2,592 | $663K | Reduce -6.7% |
| GOOG Alphabet Inc. Class C | 0.03% | 3,943 | $659K | No change |
| SNY Sanofi-ADR | 0.03% | 11,323 | $653K | Add +1.9% |
| TTE Totalenergies SE -Spon ADR | 0.03% | 9,935 | $648K | Reduce -6.8% |
| ANSS Ansys Inc. | 0.03% | 2,029 | $647K | Reduce -1.8% |
| COF Capital One Financial Corp. | 0.03% | 4,311 | $645K | No change |
| CTVA Corteva Inc. | 0.03% | 10,907 | $641K | Reduce -11.1% |
| MLM Martin Marietta Materials | 0.03% | 1,189 | $640K | Reduce -15.5% |
| SO The Southern Co. | 0.03% | 7,019 | $633K | Add +2.4% |
| KMI Kinder Morgan Inc. | 0.03% | 27,485 | $607K | No change |
| CARR Carrier Global Corp. | 0.03% | 7,267 | $585K | Reduce -10.6% |
| MBB iShares MBS ETF | 0.03% | 6,010 | $576K | Add +87.8% |
| CSCO Cisco Systems Inc. | 0.03% | 10,546 | $561K | Add +2.3% |
| EMR Emerson Electric Co. | 0.03% | 5,099 | $558K | No change |
| MCHP Microchip Technology Inc. | 0.03% | 6,900 | $554K | Reduce -0.8% |
| SAP Sap SE-Sponsored ADR | 0.03% | 2,418 | $554K | Reduce -18.3% |
| MA Mastercard Inc. Class A | 0.03% | 1,112 | $549K | Reduce -1.2% |
| XYL Xylem Inc. | 0.03% | 4,060 | $548K | Reduce -6.2% |
| HON Honeywell International Inc. | 0.03% | 2,645 | $547K | Reduce -7.4% |
| GS Goldman Sachs Group Inc. | 0.03% | 1,083 | $536K | No change |
| PYPL PayPal Holdings Inc. | 0.03% | 6,863 | $536K | Add +1.3% |
| GD General Dynamics Corp. | 0.03% | 1,764 | $533K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 3,640 | $532K | Reduce -5.7% |
| ALC Alcon Inc. filed as ALCON AG | 0.03% | 5,285 | $529K | Reduce -6.7% |
| DDOG Datadog Inc. Class A | 0.03% | 4,574 | $526K | Reduce -7.6% |
| BKR Baker Hughes Co. | 0.03% | 14,462 | $523K | No change |
| PNC PNC Financial Services Group | 0.03% | 2,820 | $521K | Reduce -12.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 1,123 | $517K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −2.92 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −2.85 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -31.9% | 6.39% | −2.67 |
| JNK SS SPDR BB High Yield Bond | Reduce -54.5% | 2.11% | −2.34 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −2.19 |
| VOTE TCW Transform 500 ETF | Reduce -52.7% | 1.75% | −1.75 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −1.26 |
| VGK Vanguard Ftse Europe ETF | Reduce -30.5% | 0.79% | −0.27 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -29.6% | 0.66% | −0.25 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.9% | 14.04% | −0.15 |
| VMO Invesco Municipal Opport | Sold out | 0.00% | −0.10 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.04 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.04 |
| MSFT Microsoft Corp. | Reduce -5.5% | 0.31% | −0.03 |
| NVDA Nvidia Corp. | Reduce -7.8% | 0.26% | −0.03 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.02 |
| MDT Medtronic PLC | Reduce -41.8% | 0.03% | −0.02 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Reduce -10.8% | 0.02% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.5% | 0.05% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 0.21% | −0.01 |
| IVLU iShares MSCI International V | Reduce -13.0% | 0.17% | −0.01 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.09% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -32.2% | 0.02% | −0.01 |
| SNOW Snowflake Inc. | Reduce -37.9% | 0.01% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -10.9% | 0.01% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -17.3% | 0.12% | −0.01 |
| BX Blackstone Inc. | Reduce -38.9% | 0.02% | −0.01 |
| OKTA Okta Inc. | Reduce -11.1% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.4% | 0.05% | −0.01 |
| MLM Martin Marietta Materials | Reduce -15.5% | 0.03% | −0.01 |
| DDOG Datadog Inc. Class A | Reduce -7.6% | 0.03% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.6% | 0.07% | −0.01 |
| TEAM Atlassian Corp. Class A | Reduce -9.6% | 0.02% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.8% | 0.02% | −0.00 |
| MCHP Microchip Technology Inc. | Reduce -0.8% | 0.03% | −0.00 |
| TTE Totalenergies SE -Spon ADR | Reduce -6.8% | 0.03% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 0.02% | −0.00 |
| HON Honeywell International Inc. | Reduce -7.4% | 0.03% | −0.00 |
| INTU Intuit Inc. | Reduce -7.2% | 0.02% | −0.00 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.00 |
| CTRA Coterra Energy Inc. | Reduce -0.7% | 0.02% | −0.00 |
| MCK McKesson Corp. | Reduce -5.3% | 0.01% | −0.00 |
| OSK Oshkosh Corp. | Reduce -5.2% | 0.02% | −0.00 |
| SAP Sap SE-Sponsored ADR | Reduce -18.3% | 0.03% | −0.00 |
| CFR Cullen/Frost Bankers Inc. | Reduce -19.4% | 0.02% | −0.00 |
| STZ Constellation Brands Inc. Class A | Reduce -9.3% | 0.02% | −0.00 |
| XYL Xylem Inc. | Reduce -6.2% | 0.03% | −0.00 |
| ELS Equity Lifestyle Properties | Reduce -17.9% | 0.02% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| USHY iShares Broad Usd High Yield | New | 4.18% | +4.18 |
| VOO Vanguard S&P 500 ETF | Add +4.7% | 36.54% | +3.59 |
| VCLT Vanguard Long-Term Corp. Bond | Add +40.8% | 5.92% | +2.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +76.2% | 3.33% | +1.60 |
| EWJ iShares MSCI Japan ETF | Add +48.8% | 4.16% | +1.50 |
| MCHI iShares MSCI China ETF | Add +104.8% | 1.57% | +0.94 |
| VXUS Vanguard Total Intl Stock | Add +16.7% | 4.28% | +0.88 |
| FALN iShares Fallen Angels ETF | Add +39.8% | 1.81% | +0.57 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.56% | +0.56 |
| ESGV Vanguard ESG US Stock ETF | Add +2.0% | 2.29% | +0.17 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.17% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | Add +5784.1% | 0.12% | +0.12 |
| AAPL Apple Inc. | Add +6.0% | 0.28% | +0.04 |
| VZ Verizon Communications Inc. | Add +73.2% | 0.06% | +0.03 |
| SPOT Spotify Technology SA | New | 0.02% | +0.02 |
| AIG American International Group | New | 0.02% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +23.6% | 0.09% | +0.02 |
| ICE Intercontinental Exchange Inc. | New | 0.02% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +7.3% | 0.16% | +0.02 |
| BAX Baxter International Inc. | New | 0.02% | +0.02 |
| MBB iShares MBS ETF | Add +87.8% | 0.03% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | New | 0.01% | +0.01 |
| NOC Northrop Grumman Corp. | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1680.0% | 0.01% | +0.01 |
| AXP American Express Co. | New | 0.01% | +0.01 |
| WELL Welltower Inc. | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| ADP Automatic Data Processing | New | 0.01% | +0.01 |
| JD Jd.com Inc.-ADR | New | 0.01% | +0.01 |
| UNP Union Pacific Corp. | New | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| SHW The Sherwin-Williams Co. | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +1.8% | 0.04% | +0.01 |
| SHOP Shopify Inc. Class A | Add +4.0% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +4.8% | 0.04% | +0.01 |
| JNJ Johnson & Johnson | Add +6.9% | 0.05% | +0.01 |
| PYPL PayPal Holdings Inc. | Add +1.3% | 0.03% | +0.01 |
| EMBJ Embraer SA-Spon ADR | Add +3.0% | 0.02% | +0.01 |
| SNY Sanofi-ADR | Add +1.9% | 0.03% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +3.3% | 0.03% | +0.01 |
| SO The Southern Co. | Add +2.4% | 0.03% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +6.7% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +2.4% | 0.03% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.3% | 0.03% | +0.00 |
| MELI MercadoLibre Inc. | Add +6.7% | 0.02% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.06% | +0.00 |
| ABBV Abbvie Inc. | Add +3.8% | 0.02% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +10.9% | 0.02% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +12.8% | 0.01% | +0.00 |
| INTC Intel Corp. | Add +40.5% | 0.02% | +0.00 |
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 |