Angeles Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Angeles Investment Advisors, LLC reported 31 stock positions worth $1.5 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 56.5% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 15.3%) and Vanguard Mortgage-Backed Sec (VMBS, 4.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 2, added to 6 and reduced 12. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +19%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA MONICA, CA
- CIK
- 0001535695
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001398344-26-007421 ↗ filed Apr 28, 2026
Holdings Value
Holdings 31 stocks · $1.5B
| VOO Vanguard S&P 500 ETF | 56.50% | 1,406,636 | $840.5M | Add +19.1% |
| VXUS Vanguard Total Intl Stock | 15.26% | 2,943,879 | $227.0M | Add +3.6% |
| VMBS Vanguard Mortgage-Backed Sec | 4.37% | 1,385,500 | $65.0M | Reduce -28.0% |
| VOTE TCW Transform 500 ETF | 3.92% | 764,656 | $58.3M | Reduce -4.5% |
| EFV iShares MSCI Eafe Value ETF | 3.78% | 756,850 | $56.3M | Reduce -4.9% |
| VCLT Vanguard Long-Term Corp. Bond | 3.58% | 712,400 | $53.2M | No change |
| XLE SS Energy Select Sector | 2.41% | 584,760 | $35.8M | New |
| AVDV Avantis Intl S/C Value ETF | 1.98% | 295,050 | $29.5M | New |
| ESGV Vanguard ESG US Stock ETF | 1.41% | 186,640 | $21.0M | Add +8.0% |
| IEMG iShares Core MSCI Emerging | 1.21% | 257,050 | $17.9M | Reduce -0.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.83% | 172,608 | $12.4M | Add +2.6% |
| IWM iShares Russell 2000 ETF | 0.83% | 49,876 | $12.4M | Reduce -80.0% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 137,500 | $9.3M | New |
| KNF Knife River Corp. | 0.56% | 101,510 | $8.3M | No change |
| ECG Everus Construction Group | 0.51% | 64,581 | $7.6M | No change |
| MDU Mdu Resources Group Inc. | 0.34% | 245,414 | $5.1M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 11,179 | $4.9M | Reduce -19.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.31% | 110,007 | $4.7M | Add +3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 75,220 | $4.1M | Reduce -3.4% |
| VTG Vanguard Total Treasury ETF | 0.23% | 45,205 | $3.4M | Reduce -0.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.23% | 30,610 | $3.4M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 14,571 | $2.9M | Reduce -20.6% |
| ACWI iShares MSCI Acwi ETF | 0.13% | 13,778 | $1.9M | Reduce -2.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.07% | 2,893 | $1.1M | Reduce -98.7% |
| VGVT Vanguard Govt Sec Active ETF | 0.04% | 7,377 | $558K | New |
| PEP Pepsico Inc. | 0.03% | 3,126 | $485K | No change |
| VEA Vanguard Ftse Developed ETF | 0.02% | 4,468 | $286K | New |
| IDV iShares International Select | 0.02% | 5,685 | $242K | Add +15.1% |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 865 | $85K | Reduce -6.5% |
| MUB iShares National Muni Bond E | 0.01% | 785 | $83K | New |
| PFF iShares Preferred & Income S | 0.00% | 200 | $6K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -98.7% | 0.07% | −5.94 |
| IWM iShares Russell 2000 ETF | Reduce -80.0% | 0.83% | −3.26 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −2.01 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -28.0% | 4.37% | −1.67 |
| VOTE TCW Transform 500 ETF | Reduce -4.5% | 3.92% | −0.37 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -19.3% | 0.33% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -20.6% | 0.19% | −0.04 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -4.9% | 3.78% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.4% | 0.27% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -2.3% | 0.13% | −0.01 |
| VTG Vanguard Total Treasury ETF | Reduce -0.3% | 0.23% | −0.00 |
| VPL Vanguard Ftse Pacific ETF | Reduce -6.5% | 0.01% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.9% | 1.21% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +19.1% | 56.50% | +7.10 |
| XLE SS Energy Select Sector | New | 2.41% | +2.41 |
| AVDV Avantis Intl S/C Value ETF | New | 1.98% | +1.98 |
| VXUS Vanguard Total Intl Stock | Add +3.6% | 15.26% | +0.95 |
| IJH iShares Core S&P Midcap ETF | New | 0.62% | +0.62 |
| VGVT Vanguard Govt Sec Active ETF | New | 0.04% | +0.04 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.6% | 0.83% | +0.03 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +8.0% | 1.41% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +3.6% | 0.31% | +0.01 |
| MUB iShares National Muni Bond E | New | 0.01% | +0.01 |
| IDV iShares International Select | Add +15.1% | 0.02% | +0.00 |
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 |