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Angeles Investment Advisors, LLC — 13F Holdings & Portfolio

CIK 1535695 · latest 13F-HR filed 2026-07-22

Backtest portfolio

Angeles Investment Advisors, LLC manages $1.66B in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (55.26%), VXUS (14.33%), IWM (5.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 4, added to 15, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA, CA 90401
Phone
(310) 857-5827
Filing Manager
Angeles Investment Advisors, LLC
SANTA MONICA, CA
Signatory
Nick Shaver
Chief Compliance Officer
Loading holdings…
AUM

$1.66B

Long-equity book

Holdings

31

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+4 / −4 / ↑15 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$79.5M +9.5%
  • ISHARES TR$71.8M +580.3%
  • VANGUARD WORLD FD$31.6M +2970.2%
  • ISHARES INC$28.2M +157.4%
  • TCW ETF TRUST$20.1M +34.4%
Show all 15 →

Top Trims

  • VANGUARD SCOTTSDALE FDS-$8.4M -12.9%
  • VANGUARD SCOTTSDALE FDS-$7.9M -14.9%
  • ISHARES TR-$1.1M -33.2%
  • DIMENSIONAL ETF TRUST-$245.5K -5.3%
  • VANGUARD MALVERN FDS-$72.1K -12.9%
Show all 7 →

New Positions

  • VANGUARD WHITEHALL FDS$19.7M
  • VANGUARD INTL EQUITY INDEX F$16.5M
  • VANGUARD WHITEHALL FDS$9.2M
  • ISHARES TR$7.6M
Show all 4 →

Exited Positions

  • ISHARES TR$56.3M
  • SELECT SECTOR SPDR TR$35.8M
  • AMERICAN CENTY ETF TR$29.5M
  • ISHARES TR$9.3M
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $920.1M 55.26% 1,339,649 SH
2 VANGUARD STAR FDS VXUS 921909768 $238.5M 14.33% 2,790,197 SH
3 ISHARES TR IWM 464287655 $84.2M 5.05% 280,081 SH
4 TCW ETF TRUST VOTE 29287L106 $78.4M 4.71% 889,414 SH
5 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $56.7M 3.40% 1,210,865 SH
6 ISHARES INC IEMG 46434G103 $46.2M 2.77% 557,155 SH
7 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $45.3M 2.72% 602,320 SH
8 VANGUARD WORLD FD MGK 921910816 $32.6M 1.96% 371,190 SH
9 VANGUARD WORLD FD ESGV 921910733 $30.5M 1.83% 230,836 SH
10 VANGUARD WHITEHALL FDS VYM 921946406 $19.7M 1.18% 124,515 SH
11 VANGUARD WORLD FD VSGX 921910725 $19.3M 1.16% 234,590 SH
12 VANGUARD INTL EQUITY INDEX F VT 922042742 $16.5M 0.99% 105,055 SH
13 EVERUS CONSTR GROUP ECG 300426103 $10.4M 0.63% 62,842 SH
14 VANGUARD WHITEHALL FDS VYMI 921946794 $9.2M 0.55% 93,500 SH
15 KNIFE RIVER CORP KNF 498894104 $8.5M 0.51% 101,510 SH
16 ISHARES TR IDV 464288448 $7.8M 0.47% 187,685 SH
17 ISHARES TR EFA 464287465 $7.6M 0.45% 72,735 SH
18 VANGUARD INDEX FDS VUG 922908736 $6.0M 0.36% 69,537 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.5M 0.33% 92,081 SH
20 MDU RES GROUP INC MDU 552690109 $5.2M 0.31% 245,414 SH
21 DIMENSIONAL ETF TRUST DFSI 25434V690 $4.4M 0.27% 97,979 SH
22 VANGUARD MALVERN FDS VTG 922020680 $3.4M 0.21% 45,614 SH
23 VANGUARD INDEX FDS VTV 922908744 $3.2M 0.19% 14,573 SH
24 ISHARES TR EFG 464288885 $2.3M 0.14% 18,315 SH
25 ISHARES TR ACWI 464288257 $2.1M 0.13% 13,536 SH
26 VANGUARD MALVERN FDS VGVT 922020714 $486.0K 0.03% 6,458 SH
27 PEPSICO INC PEP 713448108 $423.3K 0.03% 3,126 SH
28 VANGUARD TAX-MANAGED FDS VEA 921943858 $319.6K 0.02% 4,485 SH
29 ISHARES TR MUB 464288414 $84.5K 0.01% 785 SH
30 VANGUARD INTL EQUITY INDEX F VPL 922042866 $79.2K 0.00% 685 SH
31 ISHARES TR PFF 464288687 $6.1K 0.00% 200 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $1.66B 31 0001398344-26-012448
2026-03-31 2026-04-28 $1.49B 31 0001398344-26-007421
2025-12-31 2026-02-17 $1.50B 27 0001398344-26-003256