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CIK: 0001535695
Total reported value
$1.7B
$1.7B
30 檔
78.5%
In Q3 2025, Angeles Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 30 disclosed stock positions.
In Q3 2025, Angeles Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 48.77% | -1.24% | -15.50% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.94% | -0.93% | -20.28% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.52% | +1.89% | -21.58% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.93% | -0.97% | — | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.61% | -0.86% | -31.45% | |
| 6 | VOTE | Tcw Transform 500 ETF | ETF-Other | 3.76% | +0.79% | -30.82% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.56% | +4.22% | +29431.23% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.96% | — | — | |
| 9 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.98% | — | — | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.70% | +0.42% | -61.22% | |
| 11 | KNF | Knife River CORP | Stock-Materials | 0.54% | -0.05% | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.03% | -37.50% | |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.43% | +0.33% | -68.68% | |
| 14 | ECG | Everus Construction Group | Stock-Industrials | 0.36% | +0.12% | — | |
| 15 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.30% | -0.03% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | — | -39.76% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | +0.06% | +135.64% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.21% | — | -97.05% | |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.19% | -0.04% | — | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.13% | — | +1.53% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.13% | -0.09% | +14.88% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.02% | — | — | |
| 24 | IDV | Ishares International Select | ETF-Other | 0.01% | +0.45% | -50.00% | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.01% | -0.01% | -21.61% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | — | — | — | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | — | +0.45% | NEW | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | — | — | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | — | — | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | -50.00% |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 30 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, MGK) accounted for 78.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
VMBS
市值: $90.3M
Top Position Liquidated / Trimmed
SJNK
前期市值: $105.5M
During Q3 2025, Angeles Investment Advisors, LLC's top holdings by market value included VOO (48.8%)、VXUS (15.9%)、MGK (9.5%). The largest single position, VOO, represented 48.8% of total portfolio value.
In Q3 2025, Angeles Investment Advisors, LLC made 30 total portfolio adjustments, initiating 8 new buys, adding to 4 positions, trimming 10 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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