Angeles Investment Advisors, LLC
Follow13F filer, CIK 1535695, SANTA MONICA, CA
Angeles Investment Advisors, LLC reported $1,857,663,687 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 91.39% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-009563
- Period
- 2025-03-31
- Reported value
- $1.86B
- Holdings
- 30
- Top 10 weight
- 91.39%
- New
- 6
- Sold out
- 171
Part of the filer group ANGELES WEALTH MANAGEMENT, LLC
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VGKnew | +2,734,500 | $192M |
| VXUSadded | +2,163,828 | $134M |
| KWEBnew | +1,514,000 | $52.9M |
| EWJnew | +358,000 | $24.5M |
| HDVnew | +164,000 | $19.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MGKreduced | -547,250 | -$169M |
| IWPexited | -632,300 | -$80.1M |
| BKLNexited | -3,427,390 | -$72.2M |
| IWMexited | -266,155 | -$58.8M |
| JNKexited | -421,800 | -$40.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001398344-25-009563, largest first. % of portfolio is the value over $1,857,663,687, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VOOVANGUARD INDEX FDS | 1,421,489 | $731M | 39.32% | +22,328 | Timeline | ||
| VXUSVANGUARD STAR FDS | 4,086,103 | $254M | 13.66% | +2,163,828 | Timeline | ||
| VGKVANGUARD INTL EQUITY INDEX F | 2,734,500 | $192M | 10.33% | new | Timeline | ||
| VCLTVANGUARD SCOTTSDALE FDS | 1,606,000 | $122M | 6.56% | +181,000 | Timeline | ||
| SJNKSPDR SERIES TRUST | 4,192,660 | $105M | 5.68% | -1,122,000 | Timeline | ||
| MGKVANGUARD WORLD FD | 288,640 | $89.2M | 4.8% | -547,250 | Timeline | ||
| USHYISHARES TR | 1,604,000 | $59M | 3.18% | -567,000 | Timeline | ||
| VOTETCW ETF TRUST | 861,919 | $56.4M | 3.03% | +96,480 | Timeline | ||
| KWEBKRANESHARES TRUST | 1,514,000 | $52.9M | 2.85% | new | Timeline | ||
| ESGVVANGUARD WORLD FD | 373,446 | $36.6M | 1.97% | -75,895 | Timeline | ||
| FALNISHARES TR | 1,294,400 | $34.7M | 1.87% | 0 | Timeline | ||
| EWJISHARES INC | 358,000 | $24.5M | 1.32% | new | Timeline | ||
| VTVVANGUARD INDEX FDS | 132,005 | $22.8M | 1.23% | -39,287 | Timeline | ||
| HDVISHARES TR | 164,000 | $19.9M | 1.07% | new | Timeline | ||
| VSGXVANGUARD WORLD FD | 228,410 | $13.5M | 0.73% | +127,580 | Timeline | ||
| XLESELECT SECTOR SPDR TR | 132,000 | $12.3M | 0.66% | 0 | Timeline | ||
| KNFKNIFE RIVER CORP | 106,853 | $9.64M | 0.52% | 0 | Timeline | ||
| VUGVANGUARD INDEX FDS | 21,990 | $8.15M | 0.44% | -5,450 | Timeline | ||
| MDUMDU RES GROUP INC | 258,331 | $4.37M | 0.24% | 0 | Timeline | ||
| ECGEVERUS CONSTR GROUP | 64,581 | $2.4M | 0.13% | new | Timeline | ||
| IVLUISHARES TR | 77,680 | $2.35M | 0.13% | 0 | Timeline | ||
| ACWIISHARES TR | 14,815 | $1.72M | 0.09% | -370 | Timeline | ||
| EFGISHARES TR | 15,155 | $1.52M | 0.08% | 0 | Timeline | ||
| VWOVANGUARD INTL EQUITY INDEX F | 23,998 | $1.09M | 0.06% | -13,630 | Timeline | ||
| PEPPEPSICO INC | 3,126 | $469K | 0.03% | new | Timeline | ||
| MBBISHARES TR | 3,200 | $300K | 0.02% | 0 | Timeline | ||
| IDVISHARES TR | 4,940 | $153K | 0.01% | -212,000 | Timeline | ||
| VTVANGUARD INTL EQUITY INDEX F | 790 | $91.6K | <0.01% | +565 | Timeline | ||
| VPLVANGUARD INTL EQUITY INDEX F | 925 | $67K | <0.01% | +50 | Timeline | ||
| PFFISHARES TR | 200 | $6.15K | <0.01% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 171. All 171
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IWPISHARES TR | 632,300 | $80.1M | shares |
| BKLNINVESCO EXCH TRADED FD TR II | 3,427,390 | $72.2M | shares |
| IWMISHARES TR | 266,155 | $58.8M | shares |
| JNKSPDR SERIES TRUST | 421,800 | $40.3M | shares |
| VYMVANGUARD WHITEHALL FDS | 130,200 | $16.6M | shares |
| KBESPDR SERIES TRUST | 175,500 | $9.73M | shares |
| AAPLAPPLE INC | 20,142 | $5.04M | shares |
| EFAISHARES TR | 62,785 | $4.75M | shares |
| MSFTMICROSOFT CORP | 11,091 | $4.67M | shares |
| VEAVANGUARD TAX-MANAGED FDS | 83,047 | $3.97M | shares |
| NVDANVIDIA CORPORATION | 27,790 | $3.73M | shares |
| AMZNAMAZON COM INC | 14,702 | $3.23M | shares |
| VYMIVANGUARD WHITEHALL FDS | 44,000 | $2.99M | shares |
| GOOGLALPHABET INC | 9,691 | $1.83M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 8,518 | $1.68M | shares |
| METAMETA PLATFORMS INC | 2,538 | $1.49M | shares |
| PGPROCTER & GAMBLE CO | 8,106 | $1.36M | shares |
| JPMJPMORGAN CHASE & CO | 5,416 | $1.3M | shares |
| AVGOBROADCOM INC | 5,559 | $1.29M | shares |
| QCOMQUALCOMM INC | 7,842 | $1.2M | shares |
| TSLATESLA INC | 2,961 | $1.2M | shares |
| ADBEADOBE INC | 2,510 | $1.12M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 1,810 | $1.06M | shares |
| KOCOCA COLA CO | 16,873 | $1.05M | shares |
| VZVERIZON COMMUNICATIONS INC | 25,607 | $1.02M | shares |
| HONHONEYWELL INTL INC | 4,402 | $994K | shares |
| PHPARKER-HANNIFIN CORP | 1,513 | $962K | shares |
| AMPAMERIPRISE FINL INC | 1,800 | $958K | shares |
| CVXCHEVRON CORPORATION | 6,558 | $950K | shares |
| CRMSALESFORCE INC | 2,790 | $933K | shares |
| WMTWALMART INC | 10,036 | $909K | shares |
| GOOGALPHABET INC | 4,631 | $882K | shares |
| USBUS BANCORP | 17,616 | $851K | shares |
| JNJJOHNSON & JOHNSON | 5,701 | $824K | shares |
| LLYELI LILLY & CO | 996 | $769K | shares |
| COFCAPITAL ONE FINL CORP | 4,280 | $763K | shares |
| SONYSONY GROUP CORP | 35,608 | $753K | shares |
| KMIKINDER MORGAN INC DEL | 27,485 | $753K | shares |
| IJRISHARES TR | 6,375 | $735K | shares |
| VVISA INC | 2,296 | $726K | shares |
| ANSYS INCANSYS INC | 2,010 | $678K | shares |
| ECLECOLAB INC | 2,767 | $650K | shares |
| ETNEATON CORP PLC | 1,946 | $646K | shares |
| LOWLOWES COS INC | 2,587 | $638K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 2,190 | $635K | shares |
| CSCOCISCO SYS INC | 10,546 | $624K | shares |
| CTVACORTEVA INC | 10,907 | $621K | shares |
| IEMGISHARES INC | 11,800 | $616K | shares |
| MLMMARTIN MARIETTA MATLS INC | 1,189 | $614K | shares |
| BKRBAKER HUGHES COMPANY | 14,830 | $608K | shares |
| IRINGERSOLL RAND INC | 6,711 | $607K | shares |
| PNCPNC FINL SVCS GROUP INC | 3,142 | $606K | shares |
| MAMASTERCARD INCORPORATED | 1,150 | $606K | shares |
| BLKBLACKROCK INC | 590 | $605K | shares |
| LENLENNAR CORP | 4,424 | $603K | shares |
| PYPLPAYPAL HLDGS INC | 6,874 | $587K | shares |
| FEFIRSTENERGY CORP | 14,664 | $583K | shares |
| SAPSAP SE | 2,369 | $583K | shares |
| DEODIAGEO PLC | 4,577 | $582K | shares |
| SOSOUTHERN CO | 7,019 | $578K | shares |
| MDTMEDTRONIC PLC | 7,057 | $566K | shares |
| AMGNAMGEN INC | 2,095 | $546K | shares |
| NEMNEWMONT CORP | 14,631 | $545K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 7,190 | $532K | shares |
| SNYSANOFI SA | 10,989 | $530K | shares |
| RPMRPM INTL INC | 4,200 | $517K | shares |
| UNHUNITEDHEALTH GROUP INC | 1,019 | $515K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 9,348 | $515K | shares |
| BXBLACKSTONE INC | 2,968 | $512K | shares |
| ATOATMOS ENERGY CORP | 3,660 | $510K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 1,123 | $509K | shares |
| BACBANK OF AMER CORP | 11,409 | $501K | shares |
| XYLXYLEM INC | 4,267 | $495K | shares |
| EMREMERSON ELEC CO | 3,975 | $493K | shares |
| CARRCARRIER GLOBAL CORPORATION | 7,162 | $490K | shares |
| RTXRTX CORPORATION | 4,149 | $480K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 3,847 | $479K | shares |
| DISDISNEY WALT CO | 4,236 | $474K | shares |
| GDGENERAL DYNAMICS CORP | 1,779 | $469K | shares |
| MEOHMETHANEX CORP | 9,365 | $468K | shares |
| NOWSERVICENOW INC | 432 | $458K | shares |
| AIGAMERICAN INTL GROUP INC | 6,265 | $456K | shares |
| NFLXNETFLIX INC. | 506 | $451K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 968 | $449K | shares |
| CTRACOTERRA ENERGY INC | 17,400 | $444K | shares |
| SYYSYSCO CORP | 5,789 | $443K | shares |
| PFEPFIZER INC | 16,507 | $438K | shares |
| ALCALCON AG | 5,154 | $438K | shares |
| CBCHUBB LIMITED | 1,554 | $431K | shares |
| GSGOLDMAN SACHS GROUP INC | 751 | $430K | shares |
| ACNACCENTURE PLC IRELAND | 1,203 | $423K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 36,072 | $423K | shares |
| EMBJEMBRAER S.A. | 11,441 | $420K | shares |
| XELXCEL ENERGY INC | 6,015 | $406K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 6,900 | $396K | shares |
| AZOAUTOZONE INC | 121 | $387K | shares |
| INTUINTUIT | 616 | $387K | shares |
| CFRCULLEN FROST BANKERS INC | 2,820 | $379K | shares |
| SYKSTRYKER CORPORATION | 1,045 | $376K | shares |
| PHGKONINKLIJKE PHILIPS N V | 14,806 | $375K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-25-009563 | base | 2025-05-15 | acceptance time not in the bulk data set |