Angeles Investment Advisors, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1535695) · Explore on the interactive board
Angeles Investment Advisors, LLC disclosed 31 US equity positions worth $1.7bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 22, 2026). Its largest position is VOO at 55.3% of the reported book, followed by VXUS, IWM. The top ten holdings are 93.2% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 4 new positions, added to 10, reduced 10 and exited 4. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Angeles Investment Advisors, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 4 new, 10 added, 10 reduced, 4 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | 55.3% | $920.1m | 1,339,649 | -5% | reduced | |
| 2 | VXUS VANGUARD STAR FDS | 14.3% | $238.5m | 2,790,197 | -5% | reduced | |
| 3 | IWM ISHARES TR | 5.1% | $84.2m | 280,081 | 462% | added | |
| 4 | TCW ETF TRUST | 4.7% | $78.4m | 889,414 | 16% | added | |
| 5 | VMBS VANGUARD SCOTTSDALE FDS | 3.4% | $56.7m | 1,210,865 | -13% | reduced | |
| 6 | IEMG ISHARES INC | 2.8% | $46.2m | 557,155 | 117% | added | |
| 7 | VCLT VANGUARD SCOTTSDALE FDS | 2.7% | $45.3m | 602,320 | -15% | reduced | |
| 8 | MGK VANGUARD WORLD FD | 2.0% | $32.6m | 371,190 | 12731% | added | |
| 9 | ESGV VANGUARD WORLD FD | 1.8% | $30.5m | 230,836 | 24% | added | |
| 10 | VYM VANGUARD WHITEHALL FDS | 1.2% | $19.7m | 124,515 | – | new | |
| 11 | VSGX VANGUARD WORLD FD | 1.2% | $19.3m | 234,590 | 36% | added | |
| 12 | VT VANGUARD INTL EQUITY INDEX F | 1.0% | $16.5m | 105,055 | – | new | |
| 13 | ECG EVERUS CONSTR GROUP | Industrials | 0.6% | $10.4m | 62,842 | -3% | reduced |
| 14 | VYMI VANGUARD WHITEHALL FDS | 0.6% | $9.2m | 93,500 | – | new | |
| 15 | KNF KNIFE RIVER CORP | Basic Materials | 0.5% | $8.5m | 101,510 | 0% | held |
| 16 | IDV ISHARES TR | 0.5% | $7.8m | 187,685 | 3201% | added | |
| 17 | EFA ISHARES TR | 0.5% | $7.6m | 72,735 | – | new | |
| 18 | VUG VANGUARD INDEX FDS | 0.4% | $6.0m | 69,537 | 522% | added | |
| 19 | VWO VANGUARD INTL EQUITY INDEX F | 0.3% | $5.5m | 92,081 | 22% | added | |
| 20 | MDU MDU RES GROUP INC | Utilities | 0.3% | $5.2m | 245,414 | 0% | held |
| 21 | DIMENSIONAL ETF TRUST | 0.3% | $4.4m | 97,979 | -11% | reduced | |
| 22 | VANGUARD MALVERN FDS | 0.2% | $3.4m | 45,614 | 1% | added | |
| 23 | VTV VANGUARD INDEX FDS | 0.2% | $3.2m | 14,573 | 0% | held | |
| 24 | EFG ISHARES TR | 0.1% | $2.3m | 18,315 | -40% | reduced | |
| 25 | ACWI ISHARES TR | 0.1% | $2.1m | 13,536 | -2% | reduced | |
| 26 | VANGUARD MALVERN FDS | 0.0% | $486.0k | 6,458 | -12% | reduced | |
| 27 | PEP PEPSICO INC | Consumer Defensive | 0.0% | $423.3k | 3,126 | 0% | held |
| 28 | VEA VANGUARD TAX-MANAGED FDS | 0.0% | $319.6k | 4,485 | 0% | held | |
| 29 | MUB ISHARES TR | 0.0% | $84.5k | 785 | 0% | held | |
| 30 | VPL VANGUARD INTL EQUITY INDEX F | 0.0% | $79.2k | 685 | -21% | reduced | |
| 31 | PFF ISHARES TR | 0.0% | $6.1k | 200 | 0% | held |
What did Angeles Investment Advisors, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| EFV ISHARES TR | 43.0% | $56.3m |
| XLE SELECT SECTOR SPDR TR | 27.4% | $35.8m |
| AVDV AMERICAN CENTY ETF TR | 22.5% | $29.5m |
| IJH ISHARES TR | 7.1% | $9.3m |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 0.6% |
| Basic Materials | 0.5% |
| Utilities | 0.3% |
| Consumer Defensive | 0.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Angeles Investment Advisors, LLC's portfolio?
Across every quarter Angeles Investment Advisors, LLC has filed, its median largest position is 55.9% of the book and its median top-ten weight is 93.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 4.0 completed holding spells, the median lasted 1.0 quarters; 31.0 positions are still open and their final length is unknown.