Angeles Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Angeles Investment Advisors, LLC reported 195 stock positions worth $2.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 36.3% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 13.8%) and SS SPDR BB St Hi Yield ETF (SJNK, 6.5%). Compared with Q3 2024, it opened 11 new positions, sold out of 33, added to 38 and reduced 105. The biggest buy was a new position in iShares Russell Mid-Cap Grow (IWP) and the biggest sale an exit from iShares MSCI Japan ETF (EWJ).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $2.1B (Q4 2024)
- SEC Filing
- 0001398344-25-002431 ↗ filed Feb 11, 2025
Holdings Value
Holdings 195 stocks · $2.1B
| VOO Vanguard S&P 500 ETF | 36.28% | 1,399,161 | $753.9M | Add +3.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 13.82% | 835,890 | $287.1M | Reduce -2.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 6.46% | 5,314,660 | $134.2M | Add +9.6% |
| VXUS Vanguard Total Intl Stock | 5.45% | 1,922,275 | $113.3M | Add +48.5% |
| VCLT Vanguard Long-Term Corp. Bond | 5.13% | 1,425,000 | $106.6M | No change |
| IWP iShares Russell Mid-Cap Grow | 3.86% | 632,300 | $80.1M | New |
| USHY iShares Broad Usd High Yield | 3.84% | 2,171,000 | $79.9M | No change |
| BKLN Invesco Senior Loan ETF | 3.48% | 3,427,390 | $72.2M | New |
| IWM iShares Russell 2000 ETF | 2.83% | 266,155 | $58.8M | Add +43892.6% |
| VOTE TCW Transform 500 ETF | 2.53% | 765,439 | $52.7M | Add +49.9% |
| ESGV Vanguard ESG US Stock ETF | 2.27% | 449,341 | $47.1M | Add +1.8% |
| JNK SS SPDR BB High Yield Bond | 1.94% | 421,800 | $40.3M | No change |
| FALN iShares Fallen Angels ETF | 1.66% | 1,294,400 | $34.6M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.40% | 171,292 | $29.0M | Reduce -54.1% |
| VYM Vanguard High DVD Yield ETF | 0.80% | 130,200 | $16.6M | No change |
| XLE SS Energy Select Sector | 0.54% | 132,000 | $11.3M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.54% | 27,440 | $11.3M | Reduce -18.0% |
| KNF Knife River Corp. | 0.52% | 106,853 | $10.9M | No change |
| KBE SS SPDR S&P Bank ETF | 0.47% | 175,500 | $9.7M | New |
| IDV iShares International Select | 0.29% | 216,940 | $5.9M | Reduce -0.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.28% | 100,830 | $5.7M | Reduce -12.5% |
| AAPL Apple Inc. | 0.24% | 20,142 | $5.0M | Reduce -13.6% |
| EFA iShares MSCI Eafe ETF | 0.23% | 62,785 | $4.7M | Reduce -16.6% |
| MSFT Microsoft Corp. | 0.23% | 11,091 | $4.7M | Reduce -21.2% |
| MDU Mdu Resources Group Inc. | 0.22% | 258,331 | $4.7M | No change |
| VEA Vanguard Ftse Developed ETF | 0.19% | 83,047 | $4.0M | Reduce -8.1% |
| NVDA Nvidia Corp. | 0.18% | 27,790 | $3.7M | Reduce -33.5% |
| AMZN Amazon.com Inc. | 0.16% | 14,702 | $3.2M | Reduce -32.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.14% | 44,000 | $3.0M | No change |
| IVLU iShares MSCI International V | 0.10% | 77,680 | $2.1M | Reduce -32.9% |
| GOOGL Alphabet Inc. Class A | 0.09% | 9,691 | $1.8M | Reduce -10.3% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 15,185 | $1.8M | Reduce -1.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 8,518 | $1.7M | Reduce -8.6% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 37,628 | $1.7M | Reduce -22.5% |
| META Meta Platforms Inc. Class A | 0.07% | 2,538 | $1.5M | Reduce -36.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 15,155 | $1.5M | Reduce -48.3% |
| PG The Procter & Gamble Co. | 0.07% | 8,106 | $1.4M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.06% | 5,416 | $1.3M | Add +0.3% |
| AVGO Broadcom Inc. | 0.06% | 5,559 | $1.3M | Reduce -7.2% |
| QCOM Qualcomm Inc. | 0.06% | 7,842 | $1.2M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.06% | 2,961 | $1.2M | Reduce -2.0% |
| ADBE Adobe Inc. | 0.05% | 2,510 | $1.1M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 1,810 | $1.1M | No change |
| KO The Coca-Cola Co. | 0.05% | 16,873 | $1.1M | Reduce -6.4% |
| VZ Verizon Communications Inc. | 0.05% | 25,607 | $1.0M | Reduce -0.9% |
| HON Honeywell International Inc. | 0.05% | 4,402 | $994K | Add +66.4% |
| PH Parker Hannifin Corp. | 0.05% | 1,513 | $962K | No change |
| AMP Ameriprise Financial Inc. | 0.05% | 1,800 | $958K | No change |
| CVX Chevron Corp. | 0.05% | 6,558 | $950K | Reduce -4.3% |
| CRM Salesforce Inc. | 0.04% | 2,790 | $933K | Add +0.6% |
| WMT Walmart Inc. | 0.04% | 10,036 | $909K | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.04% | 4,631 | $882K | Add +17.4% |
| USB US Bancorp | 0.04% | 17,616 | $851K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.04% | 5,701 | $824K | Reduce -8.0% |
| LLY Eli Lilly & Co. | 0.04% | 996 | $769K | Reduce -7.5% |
| COF Capital One Financial Corp. | 0.04% | 4,280 | $763K | Reduce -0.7% |
| SONY Sony Group Corp. - SP ADR | 0.04% | 35,608 | $753K | Reduce -1.7% |
| KMI Kinder Morgan Inc. | 0.04% | 27,485 | $753K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 6,375 | $735K | New |
| V Visa Inc. Class A | 0.03% | 2,296 | $726K | Reduce -31.8% |
| ANSS Ansys Inc. | 0.03% | 2,010 | $678K | Reduce -0.9% |
| ECL Ecolab Inc. | 0.03% | 2,767 | $650K | Add +6.8% |
| ETN Eaton Corp. PLC | 0.03% | 1,946 | $646K | Reduce -3.4% |
| LOW Lowe's Cos Inc. | 0.03% | 2,587 | $638K | Add +5.5% |
| APD Air Products & Chemicals Inc. | 0.03% | 2,190 | $635K | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 0.03% | 10,546 | $624K | No change |
| CTVA Corteva Inc. | 0.03% | 10,907 | $621K | No change |
| IEMG iShares Core MSCI Emerging | 0.03% | 11,800 | $616K | No change |
| MLM Martin Marietta Materials | 0.03% | 1,189 | $614K | No change |
| BKR Baker Hughes Co. | 0.03% | 14,830 | $608K | Add +2.5% |
| IR Ingersoll-Rand Inc. | 0.03% | 6,711 | $607K | Reduce -4.3% |
| PNC PNC Financial Services Group | 0.03% | 3,142 | $606K | Add +11.4% |
| MA Mastercard Inc. Class A | 0.03% | 1,150 | $606K | Add +3.4% |
| BLK BlackRock Inc. | 0.03% | 590 | $605K | New |
| LEN Lennar Corp. Class A | 0.03% | 4,424 | $603K | Add +9.4% |
| PYPL PayPal Holdings Inc. | 0.03% | 6,874 | $587K | Add +0.2% |
| FE Firstenergy Corp. | 0.03% | 14,664 | $583K | Reduce -2.7% |
| SAP Sap SE-Sponsored ADR | 0.03% | 2,369 | $583K | Reduce -2.0% |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 4,577 | $582K | Reduce -10.1% |
| SO The Southern Co. | 0.03% | 7,019 | $578K | No change |
| MDT Medtronic PLC | 0.03% | 7,057 | $566K | Reduce -5.1% |
| AMGN Amgen Inc. | 0.03% | 2,095 | $546K | Reduce -4.6% |
| NEM Newmont Corp. | 0.03% | 14,631 | $545K | Add +13.6% |
| SCHW Schwab (charles) Corp. | 0.03% | 7,190 | $532K | Reduce -0.6% |
| SNY Sanofi-ADR | 0.03% | 10,989 | $530K | Reduce -3.0% |
| RPM RPM International Inc. | 0.02% | 4,200 | $517K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 1,019 | $515K | Reduce -11.7% |
| TTE Totalenergies SE -Spon ADR | 0.02% | 9,348 | $515K | Reduce -5.9% |
| BX Blackstone Inc. | 0.02% | 2,968 | $512K | Add +8.8% |
| ATO Atmos Energy Corp. | 0.02% | 3,660 | $510K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 1,123 | $509K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 11,409 | $501K | Reduce -3.0% |
| XYL Xylem Inc. | 0.02% | 4,267 | $495K | Add +5.1% |
| EMR Emerson Electric Co. | 0.02% | 3,975 | $493K | Reduce -22.0% |
| CARR Carrier Global Corp. | 0.02% | 7,162 | $490K | Reduce -1.4% |
| RTX RTX Corp. | 0.02% | 4,149 | $480K | Reduce -2.4% |
| AWK American Water Works Co. Inc. | 0.02% | 3,847 | $479K | Add +5.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 4,236 | $474K | Add +0.5% |
| GD General Dynamics Corp. | 0.02% | 1,779 | $469K | Add +0.8% |
| MEOH Methanex Corp. | 0.02% | 9,365 | $468K | Add +17.4% |
Portfolio Sells Q3 2024 → Q4 2024
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −4.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -54.1% | 1.40% | −1.93 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −1.57 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.79 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.56 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.0% | 13.82% | −0.23 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.0% | 0.54% | −0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -16.6% | 0.23% | −0.09 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -48.3% | 0.07% | −0.09 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -12.5% | 0.28% | −0.09 |
| MSFT Microsoft Corp. | Reduce -21.2% | 0.23% | −0.08 |
| NVDA Nvidia Corp. | Reduce -33.5% | 0.18% | −0.08 |
| IVLU iShares MSCI International V | Reduce -32.9% | 0.10% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.1% | 0.19% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -32.2% | 0.16% | −0.05 |
| IDV iShares International Select | Reduce -0.0% | 0.29% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -94.1% | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -70.7% | 0.02% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -36.3% | 0.07% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -22.5% | 0.08% | −0.04 |
| AAPL Apple Inc. | Reduce -13.6% | 0.24% | −0.04 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -60.8% | 0.01% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -75.1% | 0.01% | −0.03 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.02 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.02 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.02 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.02 |
| XYZ Block Inc. | Sold out | 0.00% | −0.02 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.02 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.02 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −0.02 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.02 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.02 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Reduce -51.4% | 0.02% | −0.02 |
| KO The Coca-Cola Co. | Reduce -6.4% | 0.05% | −0.02 |
| MBB iShares MBS ETF | Reduce -46.8% | 0.01% | −0.02 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.01 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.01 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.01 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.01 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.01 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -31.8% | 0.03% | −0.01 |
| LIN Linde PLC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| IWP iShares Russell Mid-Cap Grow | New | 3.86% | +3.86 |
| BKLN Invesco Senior Loan ETF | New | 3.48% | +3.48 |
| IWM iShares Russell 2000 ETF | Add +43892.6% | 2.83% | +2.82 |
| VXUS Vanguard Total Intl Stock | Add +48.5% | 5.45% | +1.17 |
| VOTE TCW Transform 500 ETF | Add +49.9% | 2.53% | +0.78 |
| XLE SS Energy Select Sector | New | 0.54% | +0.54 |
| KBE SS SPDR S&P Bank ETF | New | 0.47% | +0.47 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +9.6% | 6.46% | +0.07 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| HON Honeywell International Inc. | Add +66.4% | 0.05% | +0.02 |
| TKR Timken Co. | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +17.4% | 0.04% | +0.01 |
| CRM Salesforce Inc. | Add +0.6% | 0.04% | +0.01 |
| MEOH Methanex Corp. | Add +17.4% | 0.02% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.06% | +0.00 |
| BX Blackstone Inc. | Add +8.8% | 0.02% | +0.00 |
| BKR Baker Hughes Co. | Add +2.5% | 0.03% | +0.00 |
| PNC PNC Financial Services Group | Add +11.4% | 0.03% | +0.00 |
| DIS The Walt Disney Co. | Add +0.5% | 0.02% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | New | 0.00% | +0.00 |
| ABEV Ambev SA-ADR | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +3.4% | 0.03% | +0.00 |
| PYPL PayPal Holdings Inc. | Add +0.2% | 0.03% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.1% | 0.01% | +0.00 |
| CBSH Commerce Bancshares Inc. | Add +5.0% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Add +4.5% | 0.01% | +0.00 |
| SPGI S&P Global Inc. | Add +7.8% | 0.01% | −0.00 |
| INTC Intel Corp. | Add +21.3% | 0.02% | −0.00 |
| SYY Sysco Corp. | Add +6.0% | 0.02% | −0.00 |
| WELL Welltower Inc. | Add +0.2% | 0.01% | −0.00 |
| AIG American International Group | Add +0.9% | 0.02% | −0.00 |
| MOH Molina Healthcare Inc. | Add +5.4% | 0.01% | −0.00 |
| ECL Ecolab Inc. | Add +6.8% | 0.03% | −0.00 |
| BAX Baxter International Inc. | Add +13.6% | 0.01% | −0.00 |
| LOW Lowe's Cos Inc. | Add +5.5% | 0.03% | −0.00 |
| STZ Constellation Brands Inc. Class A | Add +0.9% | 0.02% | −0.00 |
| AWK American Water Works Co. Inc. | Add +5.7% | 0.02% | −0.00 |
| XYL Xylem Inc. | Add +5.1% | 0.02% | −0.00 |
| O Realty Income Corp. | Add +0.4% | 0.02% | −0.00 |
| GD General Dynamics Corp. | Add +0.8% | 0.02% | −0.00 |
| CVS CVS Health Corp. | Add +3.7% | 0.01% | −0.01 |
| NEM Newmont Corp. | Add +13.6% | 0.03% | −0.01 |
| LEN Lennar Corp. Class A | Add +9.4% | 0.03% | −0.01 |
| ADBE Adobe Inc. | Add +1.0% | 0.05% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +1.8% | 2.27% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 36.28% | −0.26 |
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 |