Angeles Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$1.96B
Signature - Title
Stephen Smetana - Chief Compliance Officer and Chief Operating Officer
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Angeles Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Angeles Investment Advisors, LLC reported 217 stock holdings with total value $1.96B as of Q3 2024. Top holdings included VOO, MGK, SJNK, VCLT, and VXUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 217 $1.96B +$265M -$360M -$94.9M VOO, MGK, SJNK, VCLT, VXUS 13F-HR 11/5/2024, 01:31 PM
Q2 2024 212 $1.96B +$326M -$274M +$51.7M VOO, MGK, SJNK, JNK, VCLT 13F-HR 8/9/2024, 10:28 AM
Q1 2024 220 $1.88B +$539M -$426M +$113M VOO, SJNK, EWJ, MGK, JNK 13F-HR 5/14/2024, 05:10 PM
Q4 2023 198 $1.66B +$572M -$309M +$262M VOO, SCHG, VCLT, IWM, SJNK 13F-HR 2/13/2024, 04:30 PM
Q3 2023 183 $1.28B +$347M -$216M +$130M VOO, SCHG, BKLN, VXUS, VTV 13F-HR 11/9/2023, 08:58 AM
Q2 2023 160 $1.19B +$332M -$429M -$96.1M VOO, SCHG, EWJ, VXUS, ESGV 13F-HR 8/10/2023, 02:30 PM
Q1 2023 155 $1.22B +$651M -$636M +$15.4M VOO, VEA, SCHG, VTV, VXUS 13F-HR 5/15/2023, 04:56 PM
Q4 2022 111 $1.17B +$485M -$444M +$41.4M VTV, VEA, VPL, VOO, EFV 13F-HR 2/14/2023, 04:42 PM
Q3 2022 47 $958M +$522M -$583M -$60.6M VOO, VTV, HDV, ESGV, SRLN 13F-HR 11/3/2022, 12:00 PM
Q2 2022 110 $1.09B +$350M -$502M -$152M SPYD, VOO, HDV, JPST, SRLN 13F-HR 8/4/2022, 03:31 PM
Q1 2022 120 $1.45B +$629M -$1.11B -$482M VOO, SPYD, SRLN, VLUE, EFV 13F-HR 5/16/2022, 04:29 PM
Q4 2021 216 $2.01B +$361M -$173M +$188M VOO, SRLN, SJNK, FALN, MGK 13F-HR 2/14/2022, 03:49 PM
Q3 2021 241 $1.72B +$839M -$704M +$135M VOO, FALN, SJNK, SRLN, MGK 13F-HR 11/15/2021, 05:10 PM
Q2 2021 124 $1.6B +$490M -$220M +$270M IWN, IVLU, SPYV, SJNK, FALN 13F-HR 8/3/2021, 11:47 AM
Q1 2021 115 $1.28B +$672M -$438M +$234M IWN, SJNK, IWM, SPYV, IVLU 13F-HR 5/17/2021, 04:57 PM
Q4 2020 109 $991M +$620M -$497M +$122M IWM, SJNK, MGK, VOO, VPL 13F-HR 2/5/2021, 05:52 PM
Q3 2020 100 $799M +$146M -$113M +$33.1M MGK, VOO, LQD, CMBS, SJNK 13F-HR 11/10/2020, 02:26 PM
Q2 2020 102 $704M +$463M -$183M +$281M MGK, VOO, LQD, VTWO, HYG 13F-HR 8/13/2020, 02:51 PM
Q1 2020 93 $366M +$100M -$138M -$37.3M VTI, VOO, MGK, VT, MBB 13F-HR 5/6/2020, 12:41 PM
Q4 2019 85 $496M +$41.5M -$45.6M -$4.09M VTI, VOO, MSFT, PFF, BKLN 13F-HR 1/29/2020, 02:37 PM
Q3 2019 76 $463M +$126M -$73.5M +$53M VTI, VOO, SPY, PFF, BKLN 13F-HR 10/31/2019, 06:32 PM
Q2 2019 69 $407M +$340M -$39.8M +$300M VTI, VTV, VOO, SPY, SJNK 13F-HR 8/9/2019, 01:07 PM
Q1 2019 45 $105M +$19.7M -$38.5M -$18.9M EWJ, VOO, BKLN, SJNK, PFF 13F-HR 5/9/2019, 12:36 PM
Q4 2018 32 $115M $0 $0 EWJ, AGG, VOO, EFA, ACWI 13F-HR 2/7/2019, 04:10 PM