CIK: 0001535695
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 31
Angeles Investment Advisors, LLC disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 26.6%.
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Angeles Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.350 — mathematically equivalent to about 3 equally-sized positions, well below its 31 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.19), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 10.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VOO
+19.2% $100.2M
Trim MGK
-98.7% -$89.1M
Trim IWM
-80.0% -$48.9M
Trim VMBS
-28.0% -$25.5M
Add VXUS
+3.6% $12.5M
Trim VOTE
-4.5% -$5.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 56.50% | +7.10% | +19.15% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.26% | +0.95% | +3.56% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.37% | -1.67% | -27.97% | |
| 4 | VOTE | Tcw Transform 500 ETF | ETF-Other | 3.92% | -0.37% | -4.54% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.78% | -0.01% | -4.86% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.58% | -0.03% | — | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.41% | +2.41% | NEW | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.98% | +1.98% | NEW | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.41% | +0.01% | +7.96% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | +0.05% | -0.94% | |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.83% | +0.03% | +2.57% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | -3.26% | -79.96% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.62% | NEW | |
| 14 | KNF | Knife River CORP | Stock-Materials | 0.56% | +0.08% | — | |
| 15 | ECG | Everus Construction Group | Stock-Industrials | 0.51% | +0.14% | — | |
| 16 | MDU | Mdu Resources Group INC | Stock-Utilities | 0.34% | +0.02% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | -0.12% | -19.25% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.31% | +0.01% | +3.62% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | -3.42% | |
| 20 | VTG | Vanguard Total Treasury ETF | ETF-Gov Bonds | 0.23% | — | -0.26% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | — | — | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | -0.04% | -20.64% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.13% | — | -2.34% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.07% | -5.94% | -98.67% | |
| 25 | VGVT | Vanguard Govt Sec Active ETF | ETF-Other | 0.04% | +0.04% | NEW | |
| 26 | PEP | Pepsico INC | Stock-Consumer Staples | 0.03% | — | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.02% | +0.02% | NEW | |
| 28 | IDV | Ishares International Select | ETF-Other | 0.02% | +0.01% | +15.08% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.01% | — | -6.49% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.01% | +0.01% | NEW | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | — |
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+19.5%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 31 | $1.5B | 27 | |
| 2025-12-31 | 27 | $1.5B | 16 | |
| 2025-09-30 | 30 | $1.5B | 50 | |
| 2025-06-30 | 31 | $1.8B | 0 | |
| 2025-03-31 | 30 | $1.9B | 100 | |
| 2024-12-31 | 195 | $2.1B | 0 | |
| 2024-09-30 | 217 | $2.0B | 0 | |
| 2024-06-30 | 212 | $2.0B | 0 | |
| 2024-03-31 | 220 | $1.9B | 0 | |
| 2023-12-31 | 198 | $1.7B | 0 | |
| 2023-09-30 | 183 | $1.3B | 0 | |
| 2023-06-30 | 160 | $1.2B | 0 | |
| 2023-03-31 | 155 | $1.2B | 0 | |
| 2022-12-31 | 111 | $1.2B | 0 | |
| 2022-09-30 | 47 | $962.0M | 0 | |
| 2022-06-30 | 110 | $1.1B | 0 | |
| 2022-03-31 | 120 | $1.4B | 0 | |
| 2021-12-31 | 217 | $2.0B | 0 | |
| 2021-09-30 | 242 | $1.7B | 0 | |
| 2021-06-30 | 124 | $1.6B | 89 | |
| 2021-03-31 | 115 | $1.3B | 94 | |
| 2020-12-31 | 109 | $991.3M | 100 | |
| 2020-09-30 | 101 | $799.1M | 41 | |
| 2020-06-30 | 102 | $705.8M | 100 | |
| 2020-03-31 | 145 | $371.0M | 75 | |
| 2019-12-31 | 111 | $496.7M | 24 | |
| 2019-09-30 | 102 | $463.4M | 47 | |
| 2019-06-30 | 69 | $407.5M | 100 | |
| 2019-03-31 | 45 | $105.3M | 59 | |
| 2018-12-31 | 32 | $115.4M | 0 |
Angeles Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Ss Energy Select Sector (XLE); Sold out: Ishares Msci Japan ETF (EWJ); New buy: Avantis Intl S/c Value ETF (AVDV); New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Vanguard Govt Sec Active ETF (VGVT).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-03 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-03 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-08 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-06 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-01 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-09 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-09 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-07 | 13F-HR | View on EDGAR |
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