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CIK: 0001535695
Total reported value
$1.7B
$1.7B
31 檔
83.1%
As reported in its official Q2 2026 Form 13F filing, Angeles Investment Advisors, LLC's tracked investment portfolio stood at $1.7B with 31 total positions.
Angeles Investment Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 4 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 55.26% | -5.61% | -4.76% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 14.33% | +0.05% | -5.22% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.05% | -4.93% | +461.55% | |
| 4 | VOTE | Tcw Transform 500 ETF | ETF-Other | 4.71% | -0.27% | +16.32% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.40% | -0.85% | -12.60% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.77% | -1.91% | +116.75% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.72% | -2.72% | EXIT | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.96% | -1.88% | +12730.63% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.83% | +0.20% | +23.68% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | -0.01% | — | |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.16% | +0.02% | +35.91% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.99% | +0.36% | — | |
| 13 | ECG | Everus Construction Group | Stock-Industrials | 0.63% | -0.18% | -2.69% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.55% | +0.02% | — | |
| 15 | KNF | Knife River CORP | Stock-Materials | 0.51% | -0.20% | — | |
| 16 | IDV | Ishares International Select | ETF-Other | 0.47% | +0.01% | +3201.41% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | +0.01% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.21% | +522.03% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | +0.13% | +22.42% | |
| 20 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.31% | -0.04% | — | |
| 21 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.27% | — | -10.93% | |
| 22 | VTG | Vanguard Total Treasury ETF | ETF-Gov Bonds | 0.21% | -0.01% | +0.90% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | +0.08% | +0.01% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.14% | -0.01% | -40.17% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.13% | — | -1.76% | |
| 26 | VGVT | Vanguard Govt Sec Active ETF | ETF-Other | 0.03% | — | -12.46% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | -0.01% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.02% | +0.12% | +0.38% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.01% | -0.01% | — | |
| 30 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | — | +2.12% | -20.81% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +4.2% | +461.55% | Add |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +1.9% | +12730.63% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +1.6% | +116.75% | Add |
| 4 | VYM | Vanguard High Dvd Yield ETF | +1.2% | NEW | New buy |
| 5 | VT | Vanguard Tot World Stk ETF | +1% | NEW | New buy |
| 6 | VOTE | Tcw Transform 500 ETF | +0.8% | +16.32% | Add |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.6% | NEW | New buy |
| 8 | EFA | Ishares Msci Eafe ETF | +0.5% | NEW | New buy |
| 9 | IDV | Ishares International Select | +0.5% | +3201.41% | Add |
| 10 | ESGV | Vanguard Esg US Stock ETF | +0.4% | +23.68% | Add |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | +0.3% | +35.91% | Add |
| 12 | ECG | Everus Construction Group | +0.1% | -2.69% | Trim |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +22.42% | Add |
| 14 | VUG | Vanguard Growth ETF | 0% | +522.03% | Add |
| 15 | VTV | Vanguard Value ETF | — | +0.01% | Add |
| 16 | ACWI | Ishares Msci Acwi ETF | — | -1.76% | Trim |
| 17 | PEP | Pepsico Inc | — | — | Unchanged |
| 18 | VEA | Vanguard Ftse Developed ETF | — | +0.38% | Add |
| 19 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 20 | PFF | Ishares Preferred & Income S | — | — | Unchanged |
| 21 | VGVT | Vanguard Govt Sec Active ETF | 0% | -12.46% | Trim |
| 22 | VPL | Vanguard Ftse Pacific ETF | 0% | -20.81% | Trim |
| 23 | VTG | Vanguard Total Treasury ETF | 0% | +0.90% | Add |
| 24 | MDU | Mdu Resources Group Inc | 0% | — | Unchanged |
| 25 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -10.93% | Trim |
| 26 | KNF | Knife River CORP | -0.1% | — | Unchanged |
| 27 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -40.17% | Trim |
| 28 | IJH | Ishares Core S&p Midcap ETF | -0.6% | EXIT | Sold out |
| 29 | VCLT | Vanguard Long-term CORP Bond | -0.9% | -15.45% | Trim |
| 30 | VXUS | Vanguard Total Intl Stock | -0.9% | -5.22% | Trim |
| 31 | VMBS | Vanguard Mortgage-backed Sec | -1% | -12.60% | Trim |
| 32 | VOO | Vanguard S&p 500 ETF | -1.2% | -4.76% | Trim |
| 33 | AVDV | Avantis Intl S/c Value ETF | -2% | EXIT | Sold out |
| 34 | XLE | Ss Energy Select Sector | -2.4% | EXIT | Sold out |
| 35 | EFV | Ishares Msci Eafe Value ETF | -3.8% | 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 31 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, IWM) accounted for 83.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
VYM
市值: $19.7M
Top Position Liquidated / Trimmed
EFV
前期市值: $56.3M
During Q2 2026, Angeles Investment Advisors, LLC's top holdings by market value included VOO (55.3%)、VXUS (14.3%)、IWM (5.0%). The largest single position, VOO, represented 55.3% of total portfolio value.
In Q2 2026, Angeles Investment Advisors, LLC made 30 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 10 holdings, and fully liquidating 4 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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