Latest Angeles Investment Advisors, LLC Stock Portfolio
Angeles Investment Advisors, LLC Performance:
2026 Q1: -2.25%YTD: -2.25%2025: 14.2%
Performance for 2026 Q1 is -2.25%, and YTD is -2.25%, and 2025 is 14.2%.
About Angeles Investment Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Angeles Investment Advisors, LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.
The top stock holdings of Angeles Investment Advisors, LLC are VB, VXUS, BNDW. The fund has invested 56.5% of it's portfolio in VANGUARD INDEX FDS and 15.3% of portfolio in VANGUARD STAR FDS.
The fund managers got completely rid off ISHARES INC (EMGF) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW). Angeles Investment Advisors, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), AMERICAN CENTY ETF TR (AEMB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and VANGUARD WORLD FD (EDV).
The top stock holdings of Angeles Investment Advisors, LLC are VB, VXUS, BNDW. The fund has invested 56.5% of it's portfolio in VANGUARD INDEX FDS and 15.3% of portfolio in VANGUARD STAR FDS.
The fund managers got completely rid off ISHARES INC (EMGF) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW). Angeles Investment Advisors, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), AMERICAN CENTY ETF TR (AEMB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and VANGUARD WORLD FD (EDV).
Angeles Investment Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Angeles Investment Advisors, LLC made a return of -2.25% in the last quarter. In trailing 12 months, it's portfolio return was 14.23%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| select sector spdr tr | 35,822,400 |
| american centy etf tr | 29,463,700 |
| ishares tr | 9,285,380 |
| vanguard malvern fds | 558,089 |
| vanguard tax-managed fds | 286,338 |
| ishares tr | 83,328 |
New stocks bought by Angeles Investment Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 19.15 |
| ishares tr | 15.08 |
| vanguard world fd | 7.96 |
| dimensional etf trust | 3.62 |
| vanguard star fds | 3.56 |
| vanguard world fd | 2.57 |
Additions to existing portfolio by Angeles Investment Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -98.68 |
| ishares tr | -79.96 |
| vanguard scottsdale fds | -27.97 |
| vanguard index fds | -20.64 |
| vanguard index fds | -19.25 |
| vanguard intl equity index f | -6.49 |
| ishares tr | -4.86 |
| tcw etf trust | -4.54 |
Angeles Investment Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares inc | -30,116,000 |
| ishares tr | -304,704 |
Angeles Investment Advisors, LLC got rid off the above stocks
Sector Distribution
Angeles Investment Advisors, LLC has about 99.6% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.6 |
Market Cap. Distribution
Angeles Investment Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.6 |
Stocks belong to which Index?
About 0% of the stocks held by Angeles Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| 38.0 % | ||
| 16.1 % | ||
| PEP | 8.2 % | |
| VEU | 7.8 % | |
| AAXJ | 7.3 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VXUS | 4.8 M | |
| AAXJ | 2.3 M | |
| 2.1 M | ||
| 1.1 M | ||
| EMGF | 0.7 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | -9.5 % | |
| EDV | -6.9 % | |
| EDV | -5.6 % | |
| NETZ | -4.8 % | |
| VB | -4.3 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | -38.3 M | |
| EDV | -5.0 M | |
| NETZ | -3.1 M | |
| EDV | -1.6 M | |
| BNDW | -0.8 M | |
Angeles Investment Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Angeles Investment Advisors, LLC
Angeles Investment Advisors, LLC has 30 stocks in it's portfolio. About 94.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VXUS was the most profitable stock for Angeles Investment Advisors, LLC last quarter.
Last Reported on: 28 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 3.78 | 756,850 | 56,271,800 | reduced | -4.86 | ||
| AAXJ | ishares tr | 0.23 | 30,610 | 3,409,040 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.13 | 13,778 | 1,906,460 | reduced | -2.34 | ||
| AAXJ | ishares tr | 0.02 | 5,685 | 241,954 | added | 15.08 | ||
| AAXJ | ishares tr | 0.01 | 785 | 83,328 | new | |||
| AAXJ | ishares tr | 0.00 | 200 | 6,064 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEMB | american centy etf tr | 1.98 | 295,050 | 29,463,700 | new | |||
| BNDW | vanguard scottsdale fds | 4.37 | 1,385,500 | 65,049,200 | reduced | -27.97 | ||
| BNDW | vanguard scottsdale fds | 3.58 | 712,400 | 53,230,500 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 0.31 | 110,007 | 4,664,300 | added | 3.62 | ||
| EDV | vanguard world fd | 1.41 | 186,640 | 20,954,100 | added | 7.96 | ||
| EDV | vanguard world fd | 0.83 | 172,608 | 12,381,200 | added | 2.57 | ||
| EDV | vanguard world fd | 0.07 | 2,893 | 1,062,850 | reduced | -98.68 | ||
| EMGF | ishares inc | 1.21 | 257,050 | 17,929,200 | reduced | -0.94 | ||
| EMGF | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 0.83 | 49,876 | 12,369,100 | reduced | -79.96 | ||
| IJR | ishares tr | 0.62 | 137,500 | 9,285,380 | new | |||
| MDU | mdu res group inc | 0.34 | 245,414 | 5,084,980 | unchanged | 0.00 | ||
| NETZ | tcw etf trust | 3.92 | 764,656 | 58,343,300 | reduced | -4.54 | ||