Angeles Investment

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

  • Top 5 stock holdings are VOO, VXUS, IWM, VOTE, VMBS, and represent 82.76% of Angeles Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWM (+$69M), MGK (+$32M), IEMG (+$25M), VYM (+$20M), VT (+$17M), VOTE (+$11M), VYMI (+$9.2M), EFA (+$7.6M), IDV (+$7.5M), ESGV (+$5.8M).
  • Started 4 new stock positions in VT, EFA, VYMI, VYM.
  • Reduced shares in these 10 stocks: EFV (-$56M), VOO (-$46M), , AVDV (-$30M), VXUS (-$13M), IJH (-$9.3M), VCLT (-$8.3M), VMBS (-$8.2M), EFG, DFSI.
  • Sold out of its positions in AVDV, IJH, EFV, XLE.
  • Angeles Investment Advisors was a net buyer of stock by $5.9M.
  • Angeles Investment Advisors has $1.7B in assets under management (AUM), dropping by 11.92%.
  • 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 June 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) 55.3 $920M -4% 1.3M 686.81
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 14.3 $239M -5% 2.8M 85.49
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Ishares Tr Russell 2000 Etf (IWM) 5.1 $84M +461% 280k 300.45
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Tcw Etf Trust Transfrm 500 Etf (VOTE) 4.7 $78M +16% 889k 88.17
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.4 $57M -12% 1.2M 46.81
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Ishares Core Msci Emkt (IEMG) 2.8 $46M +116% 557k 82.84
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.7 $45M -15% 602k 75.25
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Vanguard World Mega Grwth Ind (MGK) 2.0 $33M +12730% 371k 87.91
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Vanguard World Esg Us Stk Etf (ESGV) 1.8 $31M +23% 231k 132.24
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Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $20M NEW 125k 158.03
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Vanguard World Esg Intl Stk Etf (VSGX) 1.2 $19M +35% 235k 82.34
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $17M NEW 105k 156.95
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Everus Constr Group (ECG) 0.6 $10M -2% 63k 165.95
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $9.2M NEW 94k 98.20
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Knife River Corp Common Stock (KNF) 0.5 $8.5M 102k 83.65
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Ishares Tr Intl Sel Div Etf (IDV) 0.5 $7.8M +3201% 188k 41.43
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $7.6M NEW 73k 103.88
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Vanguard Index Fds Growth Etf (VUG) 0.4 $6.0M +522% 70k 86.14
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.5M +22% 92k 59.69
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MDU Resources (MDU) 0.3 $5.2M 245k 21.21
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Dimensional Etf Trust International (DFSI) 0.3 $4.4M -10% 98k 45.10
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Vanguard Malvern Fds Total Treasury (VTG) 0.2 $3.4M 46k 75.28
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Vanguard Index Fds Value Etf (VTV) 0.2 $3.2M 15k 217.93
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.3M -40% 18k 124.42
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.1M 14k 156.97
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Vanguard Malvern Fds Govt Activ Etf (VGVT) 0.0 $486k -12% 6.5k 75.26
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Pepsi (PEP) 0.0 $423k 3.1k 135.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $320k 4.5k 71.25
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Ishares Tr National Mun Etf (MUB) 0.0 $85k 785.00 107.62
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $79k -20% 685.00 115.69
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $6.1k 200.00 30.49
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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