Angeles Investment

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

  • Top 5 stock holdings are VOO, VXUS, VMBS, MGK, VOTE, and represent 80.05% of Angeles Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: EFV (+$57M), IEMG (+$17M), ESGV (+$10M), IWM (+$6.1M), VOTE (+$5.7M), VSGX (+$5.3M), VTG, EFG, DFSI, VWO.
  • Started 3 new stock positions in VTG, IEMG, EFV.
  • Reduced shares in these 10 stocks: MGK (-$59M), VXUS (-$35M), VCLT (-$30M), VOO (-$20M), , VGK, KNF, MDU, EEM, ACWI.
  • Sold out of its positions in AGG, EEM, EFA, IWB, MCHI, VGK.
  • Angeles Investment Advisors was a net seller of stock by $-53M.
  • Angeles Investment Advisors has $1.5B in assets under management (AUM), dropping by -1.57%.
  • Central Index Key (CIK): 0001535695

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Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 27 positions in its portfolio as reported in the December 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) 49.4 $740M -2% 1.2M 627.13
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 14.3 $215M -13% 2.8M 75.44
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 6.0 $91M 1.9M 47.08
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Vanguard World Mega Grwth Ind (MGK) 6.0 $90M -39% 218k 412.77
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Tcw Etf Trust Transfrm 500 Etf (VOTE) 4.3 $64M +9% 801k 80.22
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Ishares Tr Russell 2000 Etf (IWM) 4.1 $61M +11% 249k 246.16
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Ishares Tr Eafe Value Etf (EFV) 3.8 $57M NEW 796k 71.41
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.6 $54M -35% 712k 75.85
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Ishares Msci Japan Etf (EWJ) 2.0 $30M 373k 80.74
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Vanguard World Esg Us Stk Etf (ESGV) 1.4 $21M +91% 173k 120.96
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Ishares Core Msci Emkt (IEMG) 1.2 $17M NEW 260k 67.22
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Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $12M +77% 168k 71.62
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Knife River Corp Common Stock (KNF) 0.5 $7.1M -5% 102k 70.35
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Vanguard Index Fds Growth Etf (VUG) 0.5 $6.8M 14k 487.86
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Everus Constr Group (ECG) 0.4 $5.5M 65k 85.56
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MDU Resources (MDU) 0.3 $4.8M -5% 245k 19.52
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Dimensional Etf Trust International (DFSI) 0.3 $4.5M +47% 106k 42.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.2M +31% 78k 53.76
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Vanguard Index Fds Value Etf (VTV) 0.2 $3.5M 18k 190.99
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $3.5M +75% 31k 113.92
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Vanguard Malvern Fds Total Treasury (VTG) 0.2 $3.5M NEW 45k 76.14
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.0M -2% 14k 141.49
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Pepsi (PEP) 0.0 $449k 3.1k 143.52
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Ishares Tr Mbs Etf (MBB) 0.0 $305k 3.2k 95.22
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $195k 4.9k 39.45
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $84k 925.00 90.40
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $6.2k 200.00 30.96
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Past Filings by Angeles Investment Advisors

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

View all past filings