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CIK: 0001535695
Total reported value
$1.7B
$1.7B
30 檔
84.3%
At the close of Q1 2025, Angeles Investment Advisors, LLC disclosed equity holdings valued at approximately $1.7B, spread across 30 reported holdings.
In Q1 2025, Angeles Investment Advisors, LLC displayed an active expansion posture, initiating 30 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, VGK) accounted for 84.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $730.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 39.32% | -1.24% | +1.60% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 13.66% | -0.93% | +112.57% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 10.33% | — | — | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 6.56% | -0.86% | +12.70% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 5.68% | — | -21.11% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.80% | +1.89% | -65.47% | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.18% | — | -26.12% | |
| 8 | VOTE | Tcw Transform 500 ETF | ETF-Other | 3.03% | +0.79% | +12.60% | |
| 9 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.85% | — | — | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.97% | +0.42% | -16.89% | |
| 11 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.87% | — | — | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.32% | — | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | — | -22.94% | |
| 14 | HDV | Ishares Core High Dividend E | ETF-Other | 1.07% | — | — | |
| 15 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.73% | +0.33% | +126.53% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 0.66% | -2.41% | EXIT | |
| 17 | KNF | Knife River CORP | Stock-Materials | 0.52% | -0.05% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.03% | -19.86% | |
| 19 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.24% | -0.03% | — | |
| 20 | ECG | Everus Construction Group | Stock-Industrials | 0.13% | +0.12% | — | |
| 21 | IVLU | Ishares Msci International V | ETF-Other | 0.13% | — | — | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.09% | — | -2.44% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.08% | -0.09% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.06% | +0.06% | -36.22% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.02% | — | — | |
| 27 | IDV | Ishares International Select | ETF-Other | 0.01% | +0.45% | -97.72% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | — | +0.99% | NEW | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | — | -0.01% | +5.71% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 30 disclosed positions in Q1 2025.
During Q1 2025, Angeles Investment Advisors, LLC's top holdings by market value included VOO (39.3%)、VXUS (13.7%)、VGK (10.3%). The largest single position, VOO, represented 39.3% of total portfolio value.
In Q1 2025, Angeles Investment Advisors, LLC made 30 total portfolio adjustments, initiating 30 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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