Latest Angeles Investment Advisors, LLC Stock Portfolio
Angeles Investment Advisors, LLC Performance:
2025 Q4: 1.78%YTD: 14.2%2024: 12.73%
Performance for 2025 Q4 is 1.78%, and YTD is 14.2%, and 2024 is 12.73%.
About Angeles Investment Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-17, 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 Dec, 2025.
The top stock holdings of Angeles Investment Advisors, LLC are VB, VXUS, BNDW. The fund has invested 49.4% of it's portfolio in VANGUARD INDEX FDS and 14.3% of portfolio in VANGUARD STAR FDS.
The fund managers got completely rid off ISHARES TR (AMPS), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD STAR FDS (VXUS). Angeles Investment Advisors, LLC opened new stock positions in ISHARES TR (AAXJ), ISHARES INC (EMGF) and VANGUARD MALVERN FDS (VTIP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), ISHARES TR (AAXJ) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of Angeles Investment Advisors, LLC are VB, VXUS, BNDW. The fund has invested 49.4% of it's portfolio in VANGUARD INDEX FDS and 14.3% of portfolio in VANGUARD STAR FDS.
The fund managers got completely rid off ISHARES TR (AMPS), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD STAR FDS (VXUS). Angeles Investment Advisors, LLC opened new stock positions in ISHARES TR (AAXJ), ISHARES INC (EMGF) and VANGUARD MALVERN FDS (VTIP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), ISHARES TR (AAXJ) and DIMENSIONAL ETF TRUST (DFAC).
Angeles Investment Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Angeles Investment Advisors, LLC made a return of 1.78% in the last quarter. In trailing 12 months, it's portfolio return was 14.2%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 56,806,700 |
| ishares inc | 17,443,600 |
| vanguard malvern fds | 3,451,260 |
New stocks bought by Angeles Investment Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 91.67 |
| vanguard world fd | 77.45 |
| ishares tr | 75.82 |
| dimensional etf trust | 47.32 |
| vanguard intl equity index f | 31.75 |
| ishares tr | 11.02 |
| tcw etf trust | 9.8 |
Additions to existing portfolio by Angeles Investment Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -39.42 |
| vanguard scottsdale fds | -35.29 |
| vanguard star fds | -13.95 |
| mdu res group inc | -5.00 |
| knife river corp | -5.00 |
| vanguard index fds | -2.67 |
| ishares tr | -2.32 |
| vanguard index fds | -0.31 |
Angeles Investment Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -14,948,000 |
| vanguard intl equity index f | -3,178,430 |
| ishares tr | -60,502 |
| ishares tr | -40,336 |
| ishares tr | -25,966 |
| ishares tr | -8,406 |
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 | % |
|---|---|
| Others | 99.7 |
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 | % |
|---|---|
| UNALLOCATED | 99.7 |
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 | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| MDU | 9.4 % | |
| AAXJ | 7.9 % | |
| DFAC | 3.9 % | |
| VEU | 2.9 % | |
| EDV | 2.5 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VB | 17.7 M | |
| VXUS | 6.1 M | |
| EDV | 3.0 M | |
| NETZ | 1.3 M | |
| IJR | 1.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| -8.3 % | ||
| BNDW | -1.9 % | |
| VEU | -0.7 % | |
| -0.2 % | ||
| Top 5 Losers ($) | $ | |
|---|---|---|
| BNDW | -1.6 M | |
| -0.7 M | ||
| VEU | 0.0 M | |
| 0.0 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 26 stocks in it's portfolio. About 94.9% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Angeles Investment Advisors, LLC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 3.79 | 795,500 | 56,806,700 | new | |||
| AAXJ | ishares tr | 0.23 | 30,610 | 3,487,090 | added | 75.82 | ||
| AAXJ | ishares tr | 0.13 | 14,108 | 1,996,140 | reduced | -2.32 | ||
| AAXJ | ishares tr | 0.02 | 3,200 | 304,704 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 4,940 | 194,883 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 200 | 6,192 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 6.04 | 1,923,500 | 90,558,400 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 3.60 | 712,400 | 54,035,500 | reduced | -35.29 | ||
| DFAC | dimensional etf trust | 0.30 | 106,160 | 4,548,420 | added | 47.32 | ||
| EDV | vanguard world fd | 6.01 | 218,340 | 90,124,200 | reduced | -39.42 | ||
| EDV | vanguard world fd | 1.40 | 172,875 | 20,911,000 | added | 91.67 | ||
| EDV | vanguard world fd | 0.80 | 168,280 | 12,052,200 | added | 77.45 | ||
| EMGF | ishares inc | 2.01 | 373,000 | 30,116,000 | unchanged | 0.00 | ||
| EMGF | ishares inc | 1.16 | 259,500 | 17,443,600 | new | |||
| IJR | ishares tr | 4.09 | 248,840 | 61,254,500 | added | 11.02 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||