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Latest Angeles Investment Advisors, LLC Stock Portfolio

$1.66Billion | No. of Holdings #37

Angeles Investment Advisors, LLC Performance

2026 Q3+0.31%
YTD+5.01%
2025+14.20%

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

On 2026-10-22, 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 Sep, 2026. <br><br> The top stock holdings of Angeles Investment Advisors, LLC are VB, VXUS, BNDW. The fund has invested 49.6% of it's portfolio in VANGUARD INDEX FDS and 14.4% of portfolio in VANGUARD STAR FDS. <br><br> The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD WORLD FD (EDV) and ISHARES INC (EMGF). Angeles Investment Advisors, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD BD INDEX FDS (VUSB) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD TAX-MANAGED FDS (VEA) and VANGUARD INDEX FDS (VB).
Angeles Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$1.66Billion
  as of Oct 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 0.31% in the last quarter. In trailing 12 months, it's portfolio return was 6.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds77,946,000
vanguard bd index fds74,310,100
ishares tr35,931,500
select sector spdr tr23,923,500
american centy etf tr14,525,700
ishares inc13,762,300
spdr series trust11,805,400
vanguard intl equity index f1,802,840
New stocks bought by Angeles Investment Advisors, LLC

Additions

Ticker% Inc.
vanguard intl equity index f44,102
vanguard tax-managed fds656
vanguard index fds50.1
vanguard index fds41.08
vanguard intl equity index f40.25
vanguard intl equity index f34.52
vanguard world fd7.8
vanguard world fd2.77
Additions to existing portfolio by Angeles Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-97.55
vanguard world fd-96.1
ishares inc-68.58
vanguard scottsdale fds-21.52
vanguard index fds-12.35
tcw etf trust-8.09
dimensional etf trust-0.67
ishares tr-0.55
Angeles Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard scottsdale fds-45,324,600
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 (%)%
VB
vanguard index fds
3.8 %
VIGI
vanguard whitehall fds
3.0 %
EDV
vanguard world fd
2.8 %
EDV
vanguard world fd
2.4 %
NETZ
tcw etf trust
2.1 %
Top 5 Winners ($)$
VB
vanguard index fds
17.7 M
NETZ
tcw etf trust
1.6 M
EDV
vanguard world fd
0.9 M
EDV
vanguard world fd
0.8 M
VB
vanguard index fds
0.3 M
Top 5 Losers (%)%
knife river corp
-39.7 %
everus constr group
-29.2 %
MDU
mdu res group inc
-12.6 %
PEP
pepsico inc
-6.4 %
AAXJ
ishares tr
-6.1 %
Top 5 Losers ($)$
knife river corp
-3.4 M
IJR
ishares tr
-3.2 M
everus constr group
-3.0 M
BNDW
vanguard scottsdale fds
-2.6 M
VXUS
vanguard star fds
-1.5 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 37 stocks in it's portfolio. About 88% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Angeles Investment Advisors, LLC last quarter.

$1.66BTotal Value
39.00Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Angeles Investment Advisors, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
2.17%454,025
$35.93M
2.17%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.48%187,685
$7.92M
0.48%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.13%18,315
$2.19M
0.13%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.13%13,461
$2.14M
0.13%
decreased 0.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0%785
$79.4K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0%200
$5.9K
0%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Angeles Investment Advisors, LLC's holding in American Centy Etf Tr over time
0.88%132,800
$14.53M
0.88%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Angeles Investment Advisors, LLC's holding in Spdr Series Trust over time
0.71%486,820
$11.81M
0.71%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Angeles Investment Advisors, LLC's holding in Vanguard Scottsdale Fds over time
4.7%1,009,010
$77.95M
4.7%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Angeles Investment Advisors, LLC's holding in Vanguard Scottsdale Fds over time
2.55%950,270
$42.20M
2.55%
decreased 21.52 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Angeles Investment Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Angeles Investment Advisors, LLC's holding in Dimensional Etf Trust over time
0.26%97,322
$4.40M
0.26%
decreased 0.67 percentreduced
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Angeles Investment Advisors, LLC's holding in Vanguard World Fd over time
2.04%248,852
$33.73M
2.04%
increased 7.8 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Angeles Investment Advisors, LLC's holding in Vanguard World Fd over time
1.18%241,082
$19.54M
1.18%
increased 2.77 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Angeles Investment Advisors, LLC's holding in Vanguard World Fd over time
0.08%14,487
$1.34M
0.08%
decreased 96.1 percentreduced
EMGF
Ishares Inc

Ishares Inc

EMGF
Angeles Investment Advisors, LLC's holding in Ishares Inc over time
0.86%175,075
$14.21M
0.86%
decreased 68.58 percentreduced
EMGF
Ishares Inc

Ishares Inc

EMGF
Angeles Investment Advisors, LLC's holding in Ishares Inc over time
0.83%141,210
$13.76M
0.83%
new position
IJR
Ishares Tr

Ishares Tr

IJR
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.46%72,735
$7.56M
0.46%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Angeles Investment Advisors, LLC's holding in Ishares Tr over time
0.12%6,862
$1.91M
0.12%
decreased 97.55 percentreduced