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Angeles Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Angeles Investment Advisors, LLC

Investment Activity

  • Angeles Investment Advisors, LLC has $1.77 billion in total holdings as of June 30, 2025.
  • Angeles Investment Advisors, LLC owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 7.28% of the portfolio was purchased this quarter.
  • About 21.38% of the portfolio was sold this quarter.
  • This quarter, Angeles Investment Advisors, LLC has purchased 30 new stocks and bought additional shares in 10 stocks.
  • Angeles Investment Advisors, LLC sold shares of 7 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

46138G508 - Invesco Senior Loan ETF
$34,848,118 Holding
464287655 - iShares Russell 2000 ETF
$163,785 Holding
464287234 - iShares MSCI Emerging Markets ETF
$54,656 Holding
464287465 - iShares MSCI EAFE ETF
$38,616 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF
$25,693 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF
170,950 shares (about $62.60M)
Invesco Senior Loan ETF
1,665,780 shares (about $34.85M)
TCW Transform 500 ETF
192,625 shares (about $14.01M)
Vanguard S&P 500 ETF
13,842 shares (about $7.86M)
Vanguard ESG International Stock ETF
74,330 shares (about $4.87M)

Largest Sales this Quarter

Vanguard FTSE Europe ETF
1,384,485 shares (about $107.30M)
SPDR Bloomberg Short Term High Yield Bond ETF
3,203,140 shares (about $81.62M)
iShares Fallen Angels USD Bond ETF
928,400 shares (about $25.20M)
Vanguard Value ETF
101,525 shares (about $17.94M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAngeles Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$815,311,068$7,862,671 1.0%1,435,33146.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$286,324,367$4,015,511 1.4%4,144,22316.2%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$168,288,070$62,596,761 59.2%459,5909.5%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$121,895,4000.0%1,606,0006.9%Manufacturing
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$104,626,163$107,297,588 -50.6%1,350,0155.9%ETF
TCW Transform 500 ETF stock logo
VOTE
TCW Transform 500 ETF
$76,707,522$14,011,541 22.3%1,054,5444.3%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$39,310,480$20,855,560 -34.7%1,048,0002.2%ETF
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$34,848,118$34,848,118 New Holding1,665,7802.0%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$25,502,154$15,442,465 -37.7%232,5991.4%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$25,212,970$81,616,008 -76.4%989,5201.4%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$19,829,470$4,868,615 32.5%302,7401.1%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$9,933,240$25,196,776 -71.7%366,0000.6%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,740,810$100,394 1.0%22,2190.6%ETF
Knife River Corporation stock logo
KNF
Knife River
$8,723,4790.0%106,8530.5%Construction
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,387,035$17,943,528 -76.9%30,4800.3%ETF
MDU Resources Group, Inc. stock logo
MDU
MDU Resources Group
$4,306,3780.0%258,3310.2%Utilities
EVERUS CONSTR GROUP
$4,102,8310.0%64,5810.2%COM
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$2,554,8950.0%77,6800.1%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$1,829,335$75,874 -4.0%14,2250.1%Manufacturing
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,697,3600.0%15,1550.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,240,803$53,862 4.5%25,0870.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$412,7570.0%3,1260.0%Consumer Staples
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$340,959$170,480 100.0%9,8800.0%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$300,4480.0%3,2000.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$163,785$163,785 New Holding7590.0%Finance
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$96,972$20,956 27.6%1,1800.0%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$54,656$54,656 New Holding1,1330.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$38,616$38,616 New Holding4320.0%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$25,693$25,693 New Holding2590.0%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$12,272$6,136 100.0%4000.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,810$7,810 New Holding230.0%ETF
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$0$52,853,740 -100.0%00.0%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$0$24,544,480 -100.0%00.0%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$0$19,863,680 -100.0%00.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$12,335,400 -100.0%00.0%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$0$91,601 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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