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Stock research / United States / Funds / Angeles Investment Advisors, LLC

Angeles Investment Advisors, LLC

CIK 1535695 · latest 13F filed 22 July 2026 · Read the filing on EDGAR

Angeles Investment Advisors, LLC reported 31 US-listed holdings worth $1.66 billion in its 13F for the quarter ended 30 June 2026, filed 22 July 2026. Its largest: Vanguard S&P 500 (55.3%), Vanguard Star FDS (14.3%) and iShares Russell 2000 ETF (5.1%). Against the quarter before, it opened 4 positions, added to 11, trimmed 10 and sold out of 4.

Reported holdings$1.66B+11.9% on Q1 2026
Positions31as many as Q1 2026
The largest ten93.2%of its reported holdings
Latest 13FQ2 2026filed 22 July 2026
Where the money is
OpenedAdded toTrimmed
VOO55.3%VXUS14.3%IWM5.1%VOTE4.7%VMBS3.4%IEMG2.8%VCLT2.7%MGK2.0%ESGV1.8%VYM1.2%VSGX1.2%VT1.0%ECG0.6%17 more3.4%

The 14 largest of its 31 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.96 billion in 217 positions$1.96BQ3 24Q4 2024: $2.08 billion in 195 positions$2.08BQ4 24Q1 2025: $1.86 billion in 30 positions$1.86BQ1 25Q2 2025: $1.77 billion in 31 positions$1.77BQ2 25Q3 2025: $1.52 billion in 30 positions$1.52BQ3 25Q4 2025: $1.50 billion in 27 positions$1.50BQ4 25Q1 2026: $1.49 billion in 31 positions$1.49BQ1 26Q2 2026: $1.66 billion in 31 positions$1.66BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 4Added 11Held 6Trimmed 10Sold out 4
Opened: 4Added: 11Held: 6Trimmed: 10Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 4

  1. Vanguard Whitehall FDS VYM$19.7 million
  2. Vanguard Intl Equity Index F VT$16.5 million
  3. Vanguard ETF VYMI$9.2 million
  4. iShares Trust EFA$7.6 million

Added to 11

  1. iShares Russell 2000 ETF IWM+230,205 shares · +462%
  2. Vanguard Mega Cap Growth ETF MGK+368,297 shares · +12731%
  3. iShares Core MSCI Emerging Mark IEMG+300,105 shares · +117%
  4. TCW ETF Trust VOTE+124,758 shares · +16%
  5. iShares Trust IDV+182,000 shares · +3201%
  6. Vanguard World FD ESGV+44,196 shares · +24%
  7. Vanguard World FD VSGX+61,982 shares · +36%
  8. Vanguard Growth ETF VUG+58,358 shares · +522%

and 3 more in the table below

Trimmed 10

  1. Vanguard S&P 500 VOO-66,987 shares · -5%
  2. Vanguard Star FDS VXUS-153,682 shares · -5%
  3. Vanguard Scottsdale FDS VCLT-110,080 shares · -15%
  4. Vanguard Scottsdale FDS VMBS-174,635 shares · -13%
  5. iShares Trust EFG-12,295 shares · -40%
  6. Dimensional ETF Trust DFSI-12,028 shares · -11%
  7. Everus Construction Group, Inc. ECG-1,739 shares · -3%
  8. Vanguard Malvern FDS VGVT-919 shares · -12%

and 2 more in the table below

Sold out of 4

  1. iShares Trust EFV$56.3 million last quarter
  2. Select Sector SPDR Trust XLE$35.8 million last quarter
  3. American Century ETF Trust AVDV$29.5 million last quarter
  4. iShares Core S&P Mid-Cap ETF IJH$9.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard S&P 500 VOO1,339,649$920.1 million55.26%-66,987
Vanguard Star FDS VXUS2,790,197$238.5 million14.33%-153,682
iShares Russell 2000 ETF IWM280,081$84.2 million5.05%+230,205
TCW ETF Trust VOTE889,414$78.4 million4.71%+124,758
Vanguard Scottsdale FDS VMBS1,210,865$56.7 million3.40%-174,635
iShares Core MSCI Emerging Mark IEMG557,155$46.2 million2.77%+300,105
Vanguard Scottsdale FDS VCLT602,320$45.3 million2.72%-110,080
Vanguard Mega Cap Growth ETF MGK371,190$32.6 million1.96%+368,297
Vanguard World FD ESGV230,836$30.5 million1.83%+44,196
Vanguard Whitehall FDS VYM124,515$19.7 million1.18%new
Vanguard World FD VSGX234,590$19.3 million1.16%+61,982
Vanguard Intl Equity Index F VT105,055$16.5 million0.99%new
Everus Construction Group, Inc. ECG62,842$10.4 million0.63%-1,739
Vanguard ETF VYMI93,500$9.2 million0.55%new
Knife River Corp. KNF101,510$8.5 million0.51%no change
iShares Trust IDV187,685$7.8 million0.47%+182,000
iShares Trust EFA72,735$7.6 million0.45%new
Vanguard Growth ETF VUG69,537$6.0 million0.36%+58,358
Vanguard Ftse Emerging Markets VWO92,081$5.5 million0.33%+16,861
MDU Resources Group Inc. MDU245,414$5.2 million0.31%no change
Dimensional ETF Trust DFSI97,979$4.4 million0.27%-12,028
Vanguard Malvern FDS VTG45,614$3.4 million0.21%+409
Vanguard Value ETF VTV14,573$3.2 million0.19%+2
iShares Trust EFG18,315$2.3 million0.14%-12,295
iShares Trust ACWI13,536$2.1 million0.13%-242
Vanguard Malvern FDS VGVT6,458$486,0320.03%-919
PepsiCo Inc. PEP3,126$423,2600.03%no change
Vanguard Ftse Developed Markets VEA4,485$319,5770.02%+17
iShares Trust MUB785$84,4820.01%no change
Vanguard Intl Equity Index F VPL685$79,2480.00%-180
iShares Trust PFF200$6,0980.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.