Angeles Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Angeles Investment Advisors, LLC reported 27 stock positions worth $1.5 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 49.4% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.3%) and Vanguard Mortgage-Backed Sec (VMBS, 6.0%). Compared with Q3 2025, it opened 3 new positions, sold out of 6, added to 7 and reduced 8. The biggest buy was a new position in iShares MSCI Eafe Value ETF (EFV) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001398344-26-003256 ↗ filed Feb 17, 2026
Holdings Value
Holdings 27 stocks · $1.5B
| VOO Vanguard S&P 500 ETF | 49.40% | 1,180,537 | $740.4M | Reduce -2.7% |
| VXUS Vanguard Total Intl Stock | 14.31% | 2,842,794 | $214.5M | Reduce -13.9% |
| VMBS Vanguard Mortgage-Backed Sec | 6.04% | 1,923,500 | $90.6M | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 6.01% | 218,340 | $90.1M | Reduce -39.4% |
| VOTE TCW Transform 500 ETF | 4.29% | 801,039 | $64.3M | Add +9.8% |
| IWM iShares Russell 2000 ETF | 4.09% | 248,840 | $61.3M | Add +11.0% |
| EFV iShares MSCI Eafe Value ETF | 3.79% | 795,500 | $56.8M | New |
| VCLT Vanguard Long-Term Corp. Bond | 3.61% | 712,400 | $54.0M | Reduce -35.3% |
| EWJ iShares MSCI Japan ETF | 2.01% | 373,000 | $30.1M | No change |
| ESGV Vanguard ESG US Stock ETF | 1.40% | 172,875 | $20.9M | Add +91.7% |
| IEMG iShares Core MSCI Emerging | 1.16% | 259,500 | $17.4M | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.80% | 168,280 | $12.1M | Add +77.5% |
| KNF Knife River Corp. | 0.48% | 101,510 | $7.1M | Reduce -5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 13,844 | $6.8M | Reduce -0.3% |
| ECG Everus Construction Group | 0.37% | 64,581 | $5.5M | No change |
| MDU Mdu Resources Group Inc. | 0.32% | 245,414 | $4.8M | Reduce -5.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.30% | 106,160 | $4.5M | Add +47.3% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 77,885 | $4.2M | Add +31.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 18,360 | $3.5M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.23% | 30,610 | $3.5M | Add +75.8% |
| VTG Vanguard Total Treasury ETF | 0.23% | 45,325 | $3.5M | New |
| ACWI iShares MSCI Acwi ETF | 0.13% | 14,108 | $2.0M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.03% | 3,126 | $449K | No change |
| MBB iShares MBS ETF | 0.02% | 3,200 | $305K | No change |
| IDV iShares International Select | 0.01% | 4,940 | $195K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 925 | $84K | No change |
| PFF iShares Preferred & Income S | 0.00% | 200 | $6K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -39.4% | 6.01% | −3.51 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -35.3% | 3.61% | −2.01 |
| VXUS Vanguard Total Intl Stock | Reduce -13.9% | 14.31% | −1.63 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.98 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.21 |
| KNF Knife River Corp. | Reduce -5.0% | 0.48% | −0.06 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.00 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.00 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.00 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -2.3% | 0.13% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.45% | +0.01 |
| MDU Mdu Resources Group Inc. | Reduce -5.0% | 0.32% | +0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 49.40% | +0.62 |
Portfolio Buys Q3 2025 → Q4 2025
| EFV iShares MSCI Eafe Value ETF | New | 3.79% | +3.79 |
| IEMG iShares Core MSCI Emerging | New | 1.16% | +1.16 |
| ESGV Vanguard ESG US Stock ETF | Add +91.7% | 1.40% | +0.69 |
| VOTE TCW Transform 500 ETF | Add +9.8% | 4.29% | +0.53 |
| IWM iShares Russell 2000 ETF | Add +11.0% | 4.09% | +0.53 |
| VSGX Vanguard ESG Intl Stock ETF | Add +77.5% | 0.80% | +0.37 |
| VTG Vanguard Total Treasury ETF | New | 0.23% | +0.23 |
| DFSI Dimensional Int Sus COR1 ETF | Add +47.3% | 0.30% | +0.11 |
| EFG iShares MSCI Eafe Growth ETF | Add +75.8% | 0.23% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +31.8% | 0.28% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $1.7B | VOO, VXUS, IWM, VOTE, VMBS |
| Q1 2026 | 31 | $1.5B | VOO, VXUS, VMBS, VOTE, EFV |
| Q4 2025 | 27 | $1.5B | VOO, VXUS, VMBS, MGK, VOTE |
| Q3 2025 | 30 | $1.5B | VOO, VXUS, MGK, VMBS, VCLT |
| Q2 2025 | 31 | $1.8B | VOO, VXUS, MGK, VCLT, VGK |
| Q1 2025 | 30 | $1.9B | VOO, VXUS, VGK, VCLT, SJNK |
| Q4 2024 | 195 | $2.1B | VOO, MGK, SJNK, VXUS, VCLT |
| Q3 2024 | 217 | $2.0B | VOO, MGK, SJNK, VCLT, VXUS |
| Q2 2024 | 212 | $2.0B | VOO, MGK, SJNK, JNK, VCLT |
| Q1 2024 | 220 | $1.9B | VOO, SJNK, EWJ, MGK, JNK |