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CIK: 0001535695
Total reported value
$1.7B
$1.7B
31 檔
74.9%
During the Q1 2026 filing period, Angeles Investment Advisors, LLC (CIK: 0001535695) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 31 reported positions.
Angeles Investment Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 2 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 56.50% | -1.24% | +19.15% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.26% | -0.93% | +3.56% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.37% | -0.97% | -27.97% | |
| 4 | VOTE | Tcw Transform 500 ETF | ETF-Other | 3.92% | +0.79% | -4.54% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.78% | -3.78% | EXIT | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.58% | -0.86% | — | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.41% | -2.41% | EXIT | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.98% | -1.98% | EXIT | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.41% | +0.42% | +7.96% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | +1.56% | -0.94% | |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.83% | +0.33% | +2.57% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | +4.22% | -79.96% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | -0.62% | EXIT | |
| 14 | KNF | Knife River CORP | Stock-Materials | 0.56% | -0.05% | — | |
| 15 | ECG | Everus Construction Group | Stock-Industrials | 0.51% | +0.12% | — | |
| 16 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.34% | -0.03% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.03% | -19.25% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.31% | -0.04% | +3.62% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | +0.06% | -3.42% | |
| 20 | VTG | Vanguard Total Treasury ETF | ETF-Gov Bonds | 0.23% | -0.02% | -0.26% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | -0.09% | — | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | — | -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% | +1.89% | -98.67% | |
| 25 | VGVT | Vanguard Govt Sec Active ETF | ETF-Other | 0.04% | -0.01% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.02% | — | — | |
| 28 | IDV | Ishares International Select | ETF-Other | 0.02% | +0.45% | +15.08% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.01% | -0.01% | -6.49% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.01% | — | — | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Angeles Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 31 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, VMBS) accounted for 74.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $35.8M
Top Position Liquidated / Trimmed
EWJ
前期市值: $30.1M
During Q1 2026, Angeles Investment Advisors, LLC's top holdings by market value included VOO (56.5%)、VXUS (15.3%)、VMBS (4.4%). The largest single position, VOO, represented 56.5% of total portfolio value.
In Q1 2026, Angeles Investment Advisors, LLC made 26 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 12 holdings, and fully liquidating 2 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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