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Latest Angeles Investment Advisors, LLC Stock Portfolio

$1.66Billion | No. of Holdings #30

Angeles Investment Advisors, LLC Performance

2026 Q2+7.10%
YTD+4.69%
2025+14.20%

About Angeles Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Angeles Investment Advisors, LLC reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Angeles Investment Advisors, LLC are VB, VXUS, IJR. The fund has invested 55.3% of it's portfolio in VANGUARD INDEX FDS and 14.3% of portfolio in VANGUARD STAR FDS. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), SELECT SECTOR SPDR TR (XLB) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD SCOTTSDALE FDS (BNDW). Angeles Investment Advisors, LLC opened new stock positions in VANGUARD WHITEHALL FDS (VIGI), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), ISHARES TR (AAXJ) and VANGUARD INDEX FDS (VB).
Angeles Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$1.66Billion
  as of Jul 22, 2026

Angeles Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Angeles Investment Advisors, LLC made a return of 7.1% in the last quarter. In trailing 12 months, it's portfolio return was 12.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard whitehall fds19,677,100
vanguard intl equity index f16,488,400
vanguard whitehall fds9,181,700
ishares tr7,555,710
New stocks bought by Angeles Investment Advisors, LLC

Additions

Ticker% Inc.
vanguard world fd12,730
ishares tr3,201
vanguard index fds522
ishares tr461
ishares inc116
vanguard world fd35.91
vanguard world fd23.68
vanguard intl equity index f22.42
Additions to existing portfolio by Angeles Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-40.17
vanguard intl equity index f-20.81
vanguard scottsdale fds-15.45
vanguard scottsdale fds-12.6
vanguard malvern fds-12.46
dimensional etf trust-10.93
vanguard star fds-5.22
vanguard index fds-4.76
Angeles Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-56,271,800
select sector spdr tr-35,822,400
american centy etf tr-29,463,700
ishares tr-9,285,380
Angeles Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Angeles Investment Advisors, LLC has about 99.7% of it's holdings in Others sector.

  • Others
Sector%
Others99.7

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%
UNALLOCATED99.7

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%
Others100
Top 5 Winners (%)%
everus constr group
40.0 %
VEU
vanguard intl equity index f
16.5 %
EDV
vanguard world fd
15.8 %
VB
vanguard index fds
14.6 %
NETZ
tcw etf trust
14.3 %
Top 5 Winners ($)$
VB
vanguard index fds
122.6 M
VXUS
vanguard star fds
24.0 M
NETZ
tcw etf trust
9.8 M
IJR
ishares tr
8.7 M
EMGF
ishares inc
5.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
EDV
vanguard world fd
-61.6 %
PEP
pepsico inc
-12.8 %
AAXJ
ishares tr
-1.4 %
VTIP
vanguard malvern fds
-0.6 %
Top 5 Losers ($)$
EDV
vanguard world fd
-52.3 M
VB
vanguard index fds
-14.2 M
BNDW
vanguard scottsdale fds
-0.2 M
AAXJ
ishares tr
-0.1 M
PEP
pepsico inc
-0.1 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 93.2% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Angeles Investment Advisors, LLC last quarter.

$1.66BTotal Value
35.00Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Angeles Investment Advisors, LLC, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.47%187,685
$7.78M
0.47%
increased 3201.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.14%18,315
$2.28M
0.14%
decreased 40.17 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.13%13,536
$2.12M
0.13%
decreased 1.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0%785
$84.5K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0%200
$6.1K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Angeles Investment Advisors, LLC's holding in American Centy Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Angeles Investment Advisors, LLC's holding in Vanguard Scottsdale Fds over time
3.4%1,210,860
$56.68M
3.4%
decreased 12.6 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Angeles Investment Advisors, LLC's holding in Vanguard Scottsdale Fds over time
2.72%602,320
$45.32M
2.72%
decreased 15.45 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Angeles Investment Advisors, LLC's holding in Dimensional Etf Trust over time
0.26%97,979
$4.42M
0.26%
decreased 10.93 percentreduced
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Angeles Investment Advisors, LLC's holding in Vanguard World Fd over time
1.96%371,190
$32.63M
1.96%
increased 12730.6 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Angeles Investment Advisors, LLC's holding in Vanguard World Fd over time
1.83%230,836
$30.53M
1.83%
increased 23.68 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Angeles Investment Advisors, LLC's holding in Vanguard World Fd over time
1.16%234,590
$19.32M
1.16%
increased 35.91 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
Angeles Investment Advisors, LLC's holding in Ishares Inc over time
2.77%557,155
$46.15M
2.77%
increased 116.75 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
5.05%280,081
$84.15M
5.05%
increased 461.55 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.45%72,735
$7.56M
0.45%
new position
IJR
Ishares Tr

Ishares Tr

IJR
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
NETZ
Tcw Etf Trust

Tcw Etf Trust

NETZ
Angeles Investment Advisors, LLC's holding in Tcw Etf Trust over time
4.71%889,414
$78.42M
4.71%
increased 16.32 percentadded