Angeles Investment

Latest statistics and disclosures from Angeles Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VXUS, MGK, VMBS, VCLT, and represent 85.78% of Angeles Investment Advisors's stock portfolio.
  • Added to shares of these 8 stocks: VMBS (+$90M), IWM (+$54M), EWJ (+$30M), MCHI (+$15M), DFSI, VWO, EFG, ACWI.
  • Started 4 new stock positions in EWJ, DFSI, VMBS, MCHI.
  • Reduced shares in these 10 stocks: VOO (-$136M), VGK (-$105M), VXUS (-$62M), MGK (-$40M), USHY (-$39M), VCLT (-$39M), BKLN (-$35M), VOTE (-$26M), , ESGV (-$17M).
  • Sold out of its positions in BKLN, IVLU, FALN, USHY, SJNK.
  • Angeles Investment Advisors was a net seller of stock by $-363M.
  • Angeles Investment Advisors has $1.5B in assets under management (AUM), dropping by -13.91%.
  • Central Index Key (CIK): 0001535695

Tip: Access up to 7 years of quarterly data

Positions held by Angeles Investment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 48.8 $743M -15% 1.2M 612.38
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.9 $243M -20% 3.3M 73.46
 View chart
Vanguard World Mega Grwth Ind (MGK) 9.5 $145M -21% 360k 402.42
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.9 $90M NEW 1.9M 46.96
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 5.6 $86M -31% 1.1M 77.65
 View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE) 3.8 $57M -30% 730k 78.48
 View chart
Ishares Tr Russell 2000 Etf (IWM) 3.6 $54M +29431% 224k 241.96
 View chart
Ishares Msci Jpn Etf New (EWJ) 2.0 $30M NEW 373k 80.21
 View chart
Ishares Tr Msci China Etf (MCHI) 1.0 $15M NEW 227k 65.85
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $11M -61% 90k 118.44
 View chart
Knife River Corp Common Stock (KNF) 0.5 $8.2M 107k 76.87
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.4 $6.7M -37% 14k 479.61
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $6.6M -68% 95k 69.37
 View chart
Everus Constr Group (ECG) 0.4 $5.5M 65k 85.75
 View chart
MDU Resources (MDU) 0.3 $4.6M 258k 17.81
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $3.4M -39% 18k 186.49
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.2M +135% 59k 54.18
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $3.2M -97% 40k 79.80
 View chart
Dimensional Etf Trust International (DFSI) 0.2 $3.0M NEW 72k 40.95
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.0M 14k 138.24
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.0M +14% 17k 113.88
 View chart
Pepsi (PEP) 0.0 $439k 3.1k 140.44
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $305k 3.2k 95.15
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $181k -50% 4.9k 36.55
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $81k -21% 925.00 87.84
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $61k 1.1k 53.40
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $40k 432.00 93.37
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $26k 259.00 100.25
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $8.4k 23.00 365.48
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $6.3k -50% 200.00 31.62
 View chart

Past Filings by Angeles Investment Advisors

SEC 13F filings are viewable for Angeles Investment Advisors going back to 2011

View all past filings