Skip to content
Disclosery

Angeles Investment Advisors, LLC

Follow

13F filer, CIK 1535695, SANTA MONICA, CA

Angeles Investment Advisors, LLC reported $1,768,825,916 across 31 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-014971

Period
2025-06-30
Reported value
$1.77B
Holdings
31
Top 10 weight
96%
New
6
Sold out
5

Part of the filer group ANGELES WEALTH MANAGEMENT, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+170,950$62.6M
BKLNnew+1,665,780$34.8M
VOTEadded+192,625$14M
VOOadded+13,842$7.86M
VSGXadded+74,330$4.87M

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

SecurityShares changeApprox. value
VGKreduced-1,384,485-$107M
SJNKreduced-3,203,140-$81.6M
KWEBexited-1,514,000-$52.9M
FALNreduced-928,400-$25.2M
EWJexited-358,000-$24.5M

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, Q2 2025

Share positions as resolved from 13F-HR 0001398344-25-014971, largest first. % of portfolio is the value over $1,768,825,916, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,886 shares; 2024Q4: 1,399,161 shares; 2025Q1: 1,421,489 shares; 2025Q2: 1,435,331 shares 1,435,331$815M46.09%+13,842Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294,255 shares; 2024Q4: 1,922,275 shares; 2025Q1: 4,086,103 shares; 2025Q2: 4,144,223 shares 4,144,223$286M16.19%+58,120Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,890 shares; 2024Q4: 835,890 shares; 2025Q1: 288,640 shares; 2025Q2: 459,590 shares 459,590$168M9.51%+170,950Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,606,000 shares; 2025Q2: 1,606,000 shares 1,606,000$122M6.89%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,000 shares; 2024Q4: not reported; 2025Q1: 2,734,500 shares; 2025Q2: 1,350,015 shares 1,350,015$105M5.92%-1,384,485Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,784 shares; 2024Q4: 765,439 shares; 2025Q1: 861,919 shares; 2025Q2: 1,054,544 shares 1,054,544$76.7M4.34%+192,625Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171,000 shares; 2024Q4: 2,171,000 shares; 2025Q1: 1,604,000 shares; 2025Q2: 1,048,000 shares 1,048,000$39.3M2.22%-556,000Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,427,390 shares; 2025Q1: not reported; 2025Q2: 1,665,780 shares 1,665,780$34.8M1.97%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,396 shares; 2024Q4: 449,341 shares; 2025Q1: 373,446 shares; 2025Q2: 232,599 shares 232,599$25.5M1.44%-140,847Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849,660 shares; 2024Q4: 5,314,660 shares; 2025Q1: 4,192,660 shares; 2025Q2: 989,520 shares 989,520$25.2M1.43%-3,203,140Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,265 shares; 2024Q4: 100,830 shares; 2025Q1: 228,410 shares; 2025Q2: 302,740 shares 302,740$19.8M1.12%+74,330Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294,400 shares; 2024Q4: 1,294,400 shares; 2025Q1: 1,294,400 shares; 2025Q2: 366,000 shares 366,000$9.93M0.56%-928,400Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 27,440 shares; 2025Q1: 21,990 shares; 2025Q2: 22,219 shares 22,219$9.74M0.55%+229Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,853 shares; 2024Q4: 106,853 shares; 2025Q1: 106,853 shares; 2025Q2: 106,853 shares 106,853$8.72M0.49%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,827 shares; 2024Q4: 171,292 shares; 2025Q1: 132,005 shares; 2025Q2: 30,480 shares 30,480$5.39M0.3%-101,525Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,331 shares; 2024Q4: 258,331 shares; 2025Q1: 258,331 shares; 2025Q2: 258,331 shares 258,331$4.31M0.24%0Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,581 shares; 2025Q2: 64,581 shares 64,581$4.1M0.23%0Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,735 shares; 2024Q4: 77,680 shares; 2025Q1: 77,680 shares; 2025Q2: 77,680 shares 77,680$2.55M0.14%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 15,185 shares; 2025Q1: 14,815 shares; 2025Q2: 14,225 shares 14,225$1.83M0.1%-590Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 15,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,155 shares 15,155$1.7M0.1%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,544 shares; 2024Q4: 37,628 shares; 2025Q1: 23,998 shares; 2025Q2: 25,087 shares 25,087$1.24M0.07%+1,089Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares 3,126$413K0.02%0Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,955 shares; 2024Q4: 216,940 shares; 2025Q1: 4,940 shares; 2025Q2: 9,880 shares 9,880$341K0.02%+4,940Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares 3,200$300K0.02%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 266,155 shares; 2025Q1: not reported; 2025Q2: 759 shares 759$164K0.01%newTimeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 925 shares; 2025Q2: 1,180 shares 1,180$97K0.01%+255Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: 1,133 shares 1,133$54.7K<0.01%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,285 shares; 2024Q4: 62,785 shares; 2025Q1: not reported; 2025Q2: 432 shares 432$38.6K<0.01%newTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 554 shares; 2025Q1: not reported; 2025Q2: 259 shares 259$25.7K<0.01%newTimeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares 400$12.3K<0.01%+200Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 23 shares 23$7.81K<0.01%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KWEBKRANESHARES TRUST1,514,000$52.9Mshares
EWJISHARES INC358,000$24.5Mshares
HDVISHARES TR164,000$19.9Mshares
XLESELECT SECTOR SPDR TR132,000$12.3Mshares
VTVANGUARD INTL EQUITY INDEX F790$91.6Kshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-014971 base2025-08-11acceptance time not in the bulk data set