Angeles Investment

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

  • Top 5 stock holdings are VOO, VXUS, VMBS, VOTE, EFV, and represent 83.84% of Angeles Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VOO (+$135M), XLE (+$36M), AVDV (+$30M), IJH (+$9.3M), VXUS (+$7.8M), ESGV, VGVT, VSGX, VEA, DFSI.
  • Started 6 new stock positions in XLE, IJH, VGVT, AVDV, MUB, VEA.
  • Reduced shares in these 10 stocks: MGK (-$79M), IWM (-$49M), EWJ (-$30M), VMBS (-$25M), EFV, VOTE, VUG, VTV, MBB, IEMG.
  • Sold out of its positions in MBB, EWJ.
  • Angeles Investment Advisors was a net buyer of stock by $28M.
  • Angeles Investment Advisors has $1.5B in assets under management (AUM), dropping by -0.74%.
  • Central Index Key (CIK): 0001535695

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Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 31 positions in its portfolio as reported in the March 2026 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) 56.5 $841M +19% 1.4M 597.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.3 $227M +3% 2.9M 77.11
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.4 $65M -27% 1.4M 46.95
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Tcw Etf Trust Transfrm 500 Etf (VOTE) 3.9 $58M -4% 765k 76.30
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Ishares Tr Eafe Value Etf (EFV) 3.8 $56M -4% 757k 74.35
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.6 $53M 712k 74.72
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Select Sector Spdr Tr State Street Ene (XLE) 2.4 $36M NEW 585k 61.26
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.0 $30M NEW 295k 99.86
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Vanguard World Esg Us Stk Etf (ESGV) 1.4 $21M +7% 187k 112.27
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Ishares Core Msci Emkt (IEMG) 1.2 $18M 257k 69.75
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Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $12M +2% 173k 71.73
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $12M -79% 50k 248.00
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $9.3M NEW 138k 67.53
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Knife River Corp Common Stock (KNF) 0.6 $8.3M 102k 81.65
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Everus Constr Group (ECG) 0.5 $7.6M 65k 118.06
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MDU Resources (MDU) 0.3 $5.1M 245k 20.72
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Vanguard Index Fds Growth Etf (VUG) 0.3 $4.9M -19% 11k 436.77
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Dimensional Etf Trust International (DFSI) 0.3 $4.7M +3% 110k 42.40
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.1M -3% 75k 54.05
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Vanguard Malvern Fds Total Treasury (VTG) 0.2 $3.4M 45k 75.74
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $3.4M 31k 111.37
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Vanguard Index Fds Value Etf (VTV) 0.2 $2.9M -20% 15k 196.21
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.9M -2% 14k 138.37
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Vanguard World Mega Grwth Ind (MGK) 0.1 $1.1M -98% 2.9k 367.39
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Vanguard Malvern Fds Government Secur (VGVT) 0.0 $558k NEW 7.4k 75.65
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Pepsi (PEP) 0.0 $485k 3.1k 155.29
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $286k NEW 4.5k 64.09
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $242k +15% 5.7k 42.56
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $85k -6% 865.00 97.73
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Ishares Tr National Mun Etf (MUB) 0.0 $83k NEW 785.00 106.15
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $6.1k 200.00 30.32
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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