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CIK: 0001535695
Total reported value
$1.7B
$1.7B
31 檔
89.9%
The Q2 2025 SEC filing reveals that Angeles Investment Advisors, LLC held a total portfolio value of $1.7B, covering 31 public equity positions.
In Q2 2025, Angeles Investment Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 46.09% | -1.24% | +0.97% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 16.19% | -0.93% | +1.42% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.51% | +1.89% | +59.23% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 6.89% | -0.86% | — | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.92% | — | -50.63% | |
| 6 | VOTE | Tcw Transform 500 ETF | ETF-Other | 4.34% | +0.79% | +22.35% | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.22% | — | -34.66% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.97% | — | — | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.44% | +0.42% | -37.72% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.43% | — | -76.40% | |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.12% | +0.33% | +32.54% | |
| 12 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.56% | — | -71.72% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | +0.03% | +1.04% | |
| 14 | KNF | Knife River CORP | Stock-Materials | 0.49% | -0.05% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | — | -76.91% | |
| 16 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.24% | -0.03% | — | |
| 17 | ECG | Everus Construction Group | Stock-Industrials | 0.23% | +0.12% | — | |
| 18 | IVLU | Ishares Msci International V | ETF-Other | 0.14% | — | — | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.10% | — | -3.98% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.10% | -0.09% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.07% | +0.06% | +4.54% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 23 | IDV | Ishares International Select | ETF-Other | 0.02% | +0.45% | +100.00% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.02% | — | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.01% | +4.22% | — | |
| 26 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.01% | -0.01% | +27.57% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | — | — | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | — | +0.45% | NEW | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | — | — | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | +100.00% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +6.8% | +0.97% | Add |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +4.7% | +59.23% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +2.5% | +1.42% | Add |
| 4 | BKLN | Invesco Senior Loan ETF | +2% | NEW | New buy |
| 5 | VOTE | Tcw Transform 500 ETF | +1.3% | +22.35% | Add |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | +0.4% | +32.54% | Add |
| 7 | VCLT | Vanguard Long-term CORP Bond | +0.3% | — | Unchanged |
| 8 | VUG | Vanguard Growth ETF | +0.1% | +1.04% | Add |
| 9 | ECG | Everus Construction Group | +0.1% | — | Unchanged |
| 10 | EFG | Ishares Msci Eafe Growth ETF | 0% | — | Unchanged |
| 11 | IVLU | Ishares Msci International V | 0% | — | Unchanged |
| 12 | IDV | Ishares International Select | 0% | +100.00% | Add |
| 13 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 14 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.54% | Add |
| 15 | ACWI | Ishares Msci Acwi ETF | 0% | -3.98% | Trim |
| 16 | VPL | Vanguard Ftse Pacific ETF | 0% | +27.57% | Add |
| 17 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
| 18 | MDU | Mdu Resources Group Inc | — | — | Unchanged |
| 19 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 20 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 21 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 22 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 23 | PFF | Ishares Preferred & Income S | — | +100.00% | Add |
| 24 | MBB | Ishares Mbs ETF | — | — | Unchanged |
| 25 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 26 | KNF | Knife River CORP | 0% | — | Unchanged |
| 27 | ESGV | Vanguard Esg US Stock ETF | -0.5% | -37.72% | Trim |
| 28 | XLE | Ss Energy Select Sector | -0.7% | EXIT | Sold out |
| 29 | VTV | Vanguard Value ETF | -0.9% | -76.91% | Trim |
| 30 | USHY | Ishares Broad Usd High Yield | -1% | -34.66% | Trim |
| 31 | HDV | Ishares Core High Dividend E | -1.1% | EXIT | Sold out |
| 32 | FALN | Ishares Fallen Angels ETF | -1.3% | -71.72% | Trim |
| 33 | EWJ | Ishares Msci Japan ETF | -1.3% | EXIT | Sold out |
| 34 | KWEB | Kranesh Csi China Internet | -2.9% | EXIT | Sold out |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | -4.3% | -76.40% | Trim |
| 36 | VGK | Vanguard Ftse Europe ETF | -4.4% | -50.63% | Trim |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 31 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, MGK) accounted for 89.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BKLN
市值: $34.8M
Top Position Liquidated / Trimmed
KWEB
前期市值: $52.9M
During Q2 2025, Angeles Investment Advisors, LLC's top holdings by market value included VOO (46.1%)、VXUS (16.2%)、MGK (9.5%). The largest single position, VOO, represented 46.1% of total portfolio value.
In Q2 2025, Angeles Investment Advisors, LLC made 28 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 7 holdings, and fully liquidating 5 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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