Angeles Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Angeles Investment Advisors, LLC reported 30 stock positions worth $1.9 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 39.3% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 13.7%) and Vanguard Ftse Europe ETF (VGK, 10.3%). Compared with Q4 2024, it opened 6 new positions, sold out of 171, added to 7 and reduced 9. The biggest buy was a new position in Vanguard Ftse Europe ETF (VGK) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $1.9B (Q1 2025)
- SEC Filing
- 0001398344-25-009563 ↗ filed May 15, 2025
Holdings Value
Holdings 30 stocks · $1.9B
| VOO Vanguard S&P 500 ETF | 39.32% | 1,421,489 | $730.5M | Add +1.6% |
| VXUS Vanguard Total Intl Stock | 13.66% | 4,086,103 | $253.7M | Add +112.6% |
| VGK Vanguard Ftse Europe ETF | 10.34% | 2,734,500 | $192.0M | New |
| VCLT Vanguard Long-Term Corp. Bond | 6.56% | 1,606,000 | $121.9M | Add +12.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 5.68% | 4,192,660 | $105.5M | Reduce -21.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.80% | 288,640 | $89.2M | Reduce -65.5% |
| USHY iShares Broad Usd High Yield | 3.18% | 1,604,000 | $59.0M | Reduce -26.1% |
| VOTE TCW Transform 500 ETF | 3.03% | 861,919 | $56.4M | Add +12.6% |
| KWEB Kranesh Csi China Internet | 2.85% | 1,514,000 | $52.9M | New |
| ESGV Vanguard ESG US Stock ETF | 1.97% | 373,446 | $36.6M | Reduce -16.9% |
| FALN iShares Fallen Angels ETF | 1.87% | 1,294,400 | $34.7M | No change |
| EWJ iShares MSCI Japan ETF | 1.32% | 358,000 | $24.5M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.23% | 132,005 | $22.8M | Reduce -22.9% |
| HDV iShares Core High Dividend E | 1.07% | 164,000 | $19.9M | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.73% | 228,410 | $13.5M | Add +126.5% |
| XLE SS Energy Select Sector | 0.66% | 132,000 | $12.3M | No change |
| KNF Knife River Corp. | 0.52% | 106,853 | $9.6M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 21,990 | $8.2M | Reduce -19.9% |
| MDU Mdu Resources Group Inc. | 0.24% | 258,331 | $4.4M | No change |
| ECG Everus Construction Group | 0.13% | 64,581 | $2.4M | New |
| IVLU iShares MSCI International V | 0.13% | 77,680 | $2.4M | No change |
| ACWI iShares MSCI Acwi ETF | 0.09% | 14,815 | $1.7M | Reduce -2.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.08% | 15,155 | $1.5M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 23,998 | $1.1M | Reduce -36.2% |
| PEP Pepsico Inc. | 0.03% | 3,126 | $469K | New |
| MBB iShares MBS ETF | 0.02% | 3,200 | $300K | No change |
| IDV iShares International Select | 0.01% | 4,940 | $153K | Reduce -97.7% |
| VT Vanguard Tot World STK ETF | 0.00% | 790 | $92K | Add +251.1% |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 925 | $67K | Add +5.7% |
| PFF iShares Preferred & Income S | 0.00% | 200 | $6K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -65.5% | 4.80% | −9.02 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −3.86 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −3.48 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −2.83 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −1.94 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.80 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -21.1% | 5.68% | −0.78 |
| USHY iShares Broad Usd High Yield | Reduce -26.1% | 3.18% | −0.67 |
| KBE SS SPDR S&P Bank ETF | Sold out | 0.00% | −0.47 |
| ESGV Vanguard ESG US Stock ETF | Reduce -16.9% | 1.97% | −0.30 |
| IDV iShares International Select | Reduce -97.7% | 0.01% | −0.28 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.24 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.23 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.23 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.19 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -22.9% | 1.23% | −0.17 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.16 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -19.9% | 0.44% | −0.10 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.09 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.06 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.05 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.05 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.05 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.04 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.04 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.03 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.03 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.03 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VGK Vanguard Ftse Europe ETF | New | 10.34% | +10.34 |
| VXUS Vanguard Total Intl Stock | Add +112.6% | 13.66% | +8.21 |
| VOO Vanguard S&P 500 ETF | Add +1.6% | 39.32% | +3.04 |
| KWEB Kranesh Csi China Internet | New | 2.85% | +2.85 |
| VCLT Vanguard Long-Term Corp. Bond | Add +12.7% | 6.56% | +1.43 |
| EWJ iShares MSCI Japan ETF | New | 1.32% | +1.32 |
| HDV iShares Core High Dividend E | New | 1.07% | +1.07 |
| VOTE TCW Transform 500 ETF | Add +12.6% | 3.03% | +0.50 |
| VSGX Vanguard ESG Intl Stock ETF | Add +126.5% | 0.73% | +0.45 |
| ECG Everus Construction Group | New | 0.13% | +0.13 |
| PEP Pepsico Inc. | New | 0.03% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +251.1% | 0.00% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Add +5.7% | 0.00% | +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 |