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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 June 30, 2026.
  • Angeles Investment Advisors, LLC owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 12.90% of the portfolio was purchased this quarter.
  • About 12.55% of the portfolio was sold this quarter.
  • This quarter, Angeles Investment Advisors, LLC has purchased 31 new stocks and bought additional shares in 12 stocks.
  • Angeles Investment Advisors, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

921946406 - Vanguard High Dividend Yield ETF
$19,677,105 Holding
922042742 - Vanguard Total World Stock ETF
$16,488,382 Holding
921946794 - Vanguard International High Dividend Yield ETF
$9,181,700 Holding
464287465 - iShares MSCI EAFE ETF
$7,555,712 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF
230,205 shares (about $69.17M)
Vanguard Mega Cap Growth ETF
368,297 shares (about $32.38M)
iShares Core MSCI Emerging Markets ETF
300,105 shares (about $24.86M)
Vanguard High Dividend Yield ETF
124,515 shares (about $19.68M)
Vanguard Total World Stock ETF
105,055 shares (about $16.49M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
66,987 shares (about $46.01M)
Vanguard Total International Stock ETF
153,682 shares (about $13.14M)
Vanguard Long-Term Corporate Bond ETF
110,080 shares (about $8.28M)
Vanguard Mortgage-Backed Securities ETF
174,635 shares (about $8.17M)
iShares MSCI EAFE Growth ETF
12,295 shares (about $1.53M)

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
$920,084,477$46,007,349 â–¼-4.8%1,339,64955.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$238,533,924$13,138,273 â–¼-5.2%2,790,19714.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$84,150,434$69,165,172 â–²461.6%280,0815.1%Finance
TCW Transform 500 ETF stock logo
VOTE
TCW Transform 500 ETF
$78,418,634$10,999,773 â–²16.3%889,4144.7%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$56,680,591$8,174,664 â–¼-12.6%1,210,8653.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$46,154,720$24,860,698 â–²116.7%557,1552.8%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$45,324,580$8,283,520 â–¼-15.5%602,3202.7%Manufacturing
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$32,631,342$32,377,018 â–²12,730.6%371,1902.0%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$30,525,740$5,844,477 â–²23.7%230,8361.8%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,677,105$19,677,105 â–²New Holding124,5151.2%Financial Services
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$19,316,159$5,103,603 â–²35.9%234,5901.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$16,488,382$16,488,382 â–²New Holding105,0551.0%ETF
EVERUS CONSTR GROUP
$10,428,630$288,587 â–¼-2.7%62,8420.6%COM
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$9,181,700$9,181,700 â–²New Holding93,5000.6%ETF
Knife River Corporation stock logo
KNF
Knife River
$8,491,3120.0%101,5100.5%Construction
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$7,775,790$7,540,260 â–²3,201.4%187,6850.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$7,555,712$7,555,712 â–²New Holding72,7350.5%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,989,880$5,026,927 â–²522.0%69,5370.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,496,337$1,006,437 â–²22.4%92,0810.3%ETF
MDU Resources Group, Inc. stock logo
MDU
MDU Resources Group
$5,205,2310.0%245,4140.3%Utilities
DFSI
Dimensional International Sustainability Core 1 ETF
$4,418,836$542,461 â–¼-10.9%97,9790.3%ETF
VANGUARD MALVERN FDS
$3,433,820$30,790 â–²0.9%45,6140.2%TOTAL TREASURY
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,175,859$436 â–²0.0%14,5730.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$2,278,809$1,529,782 â–¼-40.2%18,3150.1%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$2,124,782$37,987 â–¼-1.8%13,5360.1%Manufacturing
VANGUARD MALVERN FDS
$486,032$69,164 â–¼-12.5%6,4580.0%GOVT ACTIV ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$423,2600.0%3,1260.0%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$319,577$1,211 â–²0.4%4,4850.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$84,4820.0%7850.0%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$79,248$20,824 â–¼-20.8%6850.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$6,0980.0%2000.0%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$0$56,271,798 â–¼-100.0%00.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$35,822,398 â–¼-100.0%00.0%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$0$29,463,693 â–¼-100.0%00.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$9,285,375 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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