Angeles Investment

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

  • Top 5 stock holdings are VOO, VXUS, VCSH, VUSB, VOTE, and represent 77.66% of Angeles Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VCSH (+$78M), VUSB (+$74M), EFV (+$36M), VPL (+$35M), XLE (+$24M), AVDV (+$15M), EWJ (+$14M), SJNK (+$12M), VT (+$5.7M), VUG.
  • Started 8 new stock positions in EWJ, VCSH, SJNK, XLE, EFV, VUSB, VGK, AVDV.
  • Reduced shares in these 9 stocks: VOO (-$116M), IWM (-$76M), , MGK (-$33M), IEMG (-$31M), VMBS (-$12M), VOTE (-$6.5M), DFSI, ACWI.
  • Sold out of its position in VCLT.
  • Angeles Investment Advisors was a net seller of stock by $-12M.
  • Angeles Investment Advisors has $1.7B in assets under management (AUM), dropping by -0.45%.
  • Central Index Key (CIK): 0001535695

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Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 38 positions in its portfolio as reported in the September 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) 49.7 $823M -12% 1.2M 700.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 14.4 $238M 2.8M 84.96
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.7 $78M NEW 1.0M 77.25
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 4.5 $74M NEW 1.5M 49.55
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Tcw Etf Trust Transfrm 500 Etf (VOTE) 4.4 $74M -8% 818k 90.06
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.5 $42M -21% 950k 44.41
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Ishares Tr Eafe Value Etf (EFV) 2.2 $36M NEW 454k 79.14
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.1 $35M +44102% 303k 115.81
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Vanguard World Esg Us Stk Etf (ESGV) 2.0 $34M +7% 249k 135.53
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Select Sector Spdr Tr St Str Energ Etf (XLE) 1.4 $24M NEW 389k 61.50
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $22M +34% 141k 157.85
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Vanguard World Esg Intl Stk Etf (VSGX) 1.2 $20M +2% 241k 81.07
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Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $19M 125k 155.20
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.9 $15M NEW 133k 109.38
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Ishares Core Msci Emkt (IEMG) 0.9 $14M -68% 175k 81.16
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Ishares Msci Japan Etf (EWJ) 0.8 $14M NEW 141k 97.46
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Spdr Series Trust St Term High Etf (SJNK) 0.7 $12M NEW 487k 24.25
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $9.5M 94k 101.13
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.6 $9.4M +50% 104k 90.11
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Ishares Tr Intl Sel Div Etf (IDV) 0.5 $7.9M 188k 42.19
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $7.7M +40% 129k 59.31
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $7.6M 73k 103.89
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Everus Constr Group (ECG) 0.4 $7.4M 63k 117.52
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Knife River Corp Common Stock (KNF) 0.3 $5.1M 102k 50.42
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MDU Resources (MDU) 0.3 $4.5M 245k 18.54
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Vanguard Index Fds Mrngstr Val Etf (VTV) 0.3 $4.4M +41% 21k 216.08
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Dimensional Etf Trust International (DFSI) 0.3 $4.4M 97k 45.17
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Vanguard Malvern Fds Total Treasury (VTG) 0.2 $3.3M 46k 72.24
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.4M +656% 34k 70.61
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.2M 18k 119.83
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.1M 14k 158.77
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.9M -97% 6.9k 277.90
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.8M NEW 21k 86.80
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Vanguard World Mrngstr Mega Cap (MGK) 0.1 $1.3M -96% 15k 92.65
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Vanguard Malvern Fds Govt Activ Etf (VGVT) 0.0 $467k 6.5k 72.02
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Pepsi (PEP) 0.0 $396k 3.1k 126.72
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Ishares Tr National Mun Etf (MUB) 0.0 $79k 785.00 101.10
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $5.9k 200.00 29.50
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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