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Angeles Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Angeles Investment Advisors, LLC

Investment Activity

  • Angeles Investment Advisors, LLC has $1.66 billion in total holdings as of September 30, 2026.
  • Angeles Investment Advisors, LLC owns shares of 38 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 18.56% of the portfolio was purchased this quarter.
  • About 19.27% of the portfolio was sold this quarter.
  • This quarter, Angeles Investment Advisors, LLC has purchased 31 new stocks and bought additional shares in 11 stocks.
  • Angeles Investment Advisors, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.

Largest Holdings

TCW ETF TRUST
$73,618,671

Largest New Holdings this Quarter

92206C409 - Vanguard Short-Term Corporate Bond ETF
$77,946,023 Holding
92203C303 - Vanguard Ultra-Short Bond ETF
$74,310,135 Holding
464288877 - iShares MSCI EAFE Value ETF
$35,931,539 Holding
81369Y506 - Energy Select Sector SPDR Fund
$23,923,500 Holding
025072802 - Avantis International Small Cap Value ETF
$14,525,664 Holding

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
1,009,010 shares (about $77.95M)
Vanguard Ultra-Short Bond ETF
1,499,700 shares (about $74.31M)
iShares MSCI EAFE Value ETF
454,025 shares (about $35.93M)
Vanguard FTSE Pacific ETF
302,100 shares (about $34.99M)
Energy Select Sector SPDR Fund
389,000 shares (about $23.92M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
165,421 shares (about $115.94M)
iShares Russell 2000 ETF
273,219 shares (about $75.93M)
Vanguard Mega Cap Growth ETF
356,703 shares (about $33.05M)
iShares Core MSCI Emerging Markets ETF
382,080 shares (about $31.01M)
Vanguard Mortgage-Backed Securities ETF
260,595 shares (about $11.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAngeles Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$822,969,610$115,936,987 ▼-12.3%1,174,22849.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$238,320,429$1,265,309 ▲0.5%2,805,09014.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$77,946,023$77,946,023 ▲New Holding1,009,0104.7%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$74,310,135$74,310,135 ▲New Holding1,499,7004.5%ETF
TCW ETF TRUST
$73,618,671$6,480,413 ▼-8.1%817,4564.4%TRANSFRM 500 ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$42,201,491$11,573,024 ▼-21.5%950,2702.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$35,931,539$35,931,539 ▲New Holding454,0252.2%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$35,065,531$34,986,201 ▲44,102.2%302,7852.1%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$33,726,948$2,441,711 ▲7.8%248,8522.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$23,923,500$23,923,500 ▲New Holding389,0001.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$22,307,362$5,724,430 ▲34.5%141,3201.3%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$19,544,502$526,306 ▲2.8%241,0821.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,324,7280.0%124,5151.2%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$14,525,664$14,525,664 ▲New Holding132,8000.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$14,209,087$31,009,613 ▼-68.6%175,0750.9%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$13,762,327$13,762,327 ▲New Holding141,2100.8%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$11,805,385$11,805,385 ▲New Holding486,8200.7%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$9,455,6550.0%93,5000.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,405,095$3,139,087 ▲50.1%104,3730.6%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$7,918,4300.0%187,6850.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,659,313$2,197,975 ▲40.2%129,1400.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$7,556,4390.0%72,7350.5%ETF
EVERUS CONSTR GROUP
$7,385,1920.0%62,8420.4%COM
Knife River Corporation stock logo
KNF
Knife River
$5,118,1340.0%101,5100.3%Materials
MDU Resources Group, Inc. stock logo
MDU
MDU Resources Group
$4,549,9760.0%245,4140.3%Utilities
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,442,414$1,293,462 ▲41.1%20,5590.3%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$4,396,027$29,677 ▼-0.7%97,3220.3%ETF
VANGUARD MALVERN FDS
$3,327,573$32,436 ▲1.0%46,0630.2%TOTAL TREASURY
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,394,953$2,078,267 ▲656.3%33,9180.1%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$2,194,7410.0%18,3150.1%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$2,137,173$11,908 ▼-0.6%13,4610.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,906,923$75,926,493 ▼-97.5%6,8620.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$1,802,836$1,802,836 ▲New Holding20,7700.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,342,238$33,048,963 ▼-96.1%14,4870.1%ETF
VANGUARD MALVERN FDS
$466,636$1,512 ▲0.3%6,4790.0%GOVT ACTIV ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$396,1270.0%3,1260.0%Consumer Staples
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$79,3640.0%7850.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$5,9000.0%2000.0%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$0$45,324,580 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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