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CIK: 0001535695
Total reported value
$1.7B
$1.7B
27 檔
72.1%
At the close of Q4 2025, Angeles Investment Advisors, LLC disclosed equity holdings valued at approximately $1.7B, spread across 27 reported holdings.
In Q4 2025, Angeles Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 6 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 | 49.40% | -1.24% | -2.67% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 14.31% | -0.93% | -13.95% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.04% | -0.97% | — | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.01% | +1.89% | -39.42% | |
| 5 | VOTE | Tcw Transform 500 ETF | ETF-Other | 4.29% | +0.79% | +9.80% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.09% | +4.22% | +11.02% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.79% | -3.78% | EXIT | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.61% | -0.86% | -35.29% | |
| 9 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.01% | — | — | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.40% | +0.42% | +91.67% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | +1.56% | — | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.80% | +0.33% | +77.45% | |
| 13 | KNF | Knife River CORP | Stock-Materials | 0.48% | -0.05% | -5.00% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.03% | -0.31% | |
| 15 | ECG | Everus Construction Group | Stock-Industrials | 0.37% | +0.12% | — | |
| 16 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.32% | -0.03% | -5.00% | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.30% | -0.04% | +47.32% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | +0.06% | +31.75% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | — | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | -0.09% | +75.82% | |
| 21 | VTG | Vanguard Total Treasury ETF | ETF-Gov Bonds | 0.23% | -0.02% | — | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.13% | — | -2.32% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.02% | — | — | |
| 25 | IDV | Ishares International Select | ETF-Other | 0.01% | +0.45% | — | |
| 26 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.01% | -0.01% | — | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | +0.7% | +91.67% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | -2.67% | Trim |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | +11.02% | Add |
| 4 | VOTE | Tcw Transform 500 ETF | +0.5% | +9.80% | Add |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | +0.4% | +77.45% | Add |
| 6 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +47.32% | Add |
| 7 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | — | Unchanged |
| 8 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +75.82% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +31.75% | Add |
| 10 | EWJ | Ishares Msci Japan ETF | +0.1% | — | Unchanged |
| 11 | MDU | Mdu Resources Group Inc | 0% | -5.00% | Trim |
| 12 | VUG | Vanguard Growth ETF | 0% | -0.31% | Trim |
| 13 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 14 | ECG | Everus Construction Group | 0% | — | Unchanged |
| 15 | IDV | Ishares International Select | — | — | Unchanged |
| 16 | PEP | Pepsico Inc | — | — | Unchanged |
| 17 | VPL | Vanguard Ftse Pacific ETF | — | — | Unchanged |
| 18 | ACWI | Ishares Msci Acwi ETF | — | -2.32% | Trim |
| 19 | MBB | Ishares Mbs ETF | — | — | Unchanged |
| 20 | PFF | Ishares Preferred & Income S | — | — | Unchanged |
| 21 | KNF | Knife River CORP | -0.1% | -5.00% | Trim |
| 22 | VXUS | Vanguard Total Intl Stock | -1.6% | -13.95% | Trim |
| 23 | VCLT | Vanguard Long-term CORP Bond | -2% | -35.29% | Trim |
| 24 | MGK | Vanguard Mega Cap Growth ETF | -3.5% | -39.42% | Trim |
| 25 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 26 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 27 | MCHI | Ishares Msci China ETF | — | EXIT | Sold out |
| 28 | VTG | Vanguard Total Treasury ETF | — | NEW | New buy |
| 29 | VGK | Vanguard Ftse Europe ETF | — | EXIT | Sold out |
| 30 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 31 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 32 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 33 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 27 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, VMBS) accounted for 72.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
EFV
市值: $56.8M
Top Position Liquidated / Trimmed
MCHI
前期市值: $14.9M
During Q4 2025, Angeles Investment Advisors, LLC's top holdings by market value included VOO (49.4%)、VXUS (14.3%)、VMBS (6.0%). The largest single position, VOO, represented 49.4% of total portfolio value.
In Q4 2025, Angeles Investment Advisors, LLC made 24 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 8 holdings, and fully liquidating 6 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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