Angeles Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on April 28, 2026, Angeles Investment Advisors, Llc disclosed 28 stock positions valued at approximately $1.49B as of quarter-end March 31, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- March 31, 2026
- No. of Stocks
- 28
- Portfolio Value
- $1.49B
Holdings by Sector
Angeles Investment Advisors, Llc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 56.50% | 1,406,636 | +226,099 | +19.15% | $840,535,339 |
| VANGUARD STAR FDS | VXUS | Other | 15.26% | 2,943,879 | +101,085 | +3.56% | $227,002,530 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.37% | 1,385,500 | -538,000 | -27.97% | $65,049,225 |
| TCW ETF TRUST | VOTE | Other | 3.92% | 764,656 | -36,383 | -4.54% | $58,343,269 |
| ISHARES TR | EFV | Other | 3.78% | 756,850 | -38,650 | -4.86% | $56,271,798 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.58% | 712,400 | - | - | $53,230,528 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.41% | 584,760 | +584,760 | +100.00% | $35,822,398 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.98% | 295,050 | +295,050 | +100.00% | $29,463,693 |
| VANGUARD WORLD FD | ESGV | Other | 1.41% | 186,640 | +13,765 | +7.96% | $20,954,122 |
| ISHARES INC | IEMG | Other | 1.21% | 257,050 | -2,450 | -0.94% | $17,929,238 |
| VANGUARD WORLD FD | VSGX | Other | 0.83% | 172,608 | +4,328 | +2.57% | $12,381,165 |
| ISHARES TR | IWM | Other | 0.83% | 49,876 | -198,964 | -79.96% | $12,369,145 |
| ISHARES TR | IJH | Other | 0.62% | 137,500 | +137,500 | +100.00% | $9,285,375 |
| KNIFE RIVER CORP | KNF | Basic Materials | 0.56% | 101,510 | - | - | $8,288,292 |
| MDU RES GROUP INC | MDU | Industrials | 0.34% | 245,414 | - | - | $5,084,978 |
| VANGUARD INDEX FDS | VUG | Other | 0.33% | 11,179 | -2,665 | -19.25% | $4,882,664 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.31% | 110,007 | +3,847 | +3.62% | $4,664,297 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.27% | 75,220 | -2,665 | -3.42% | $4,065,641 |
| ISHARES TR | EFG | Other | 0.23% | 30,610 | - | - | $3,409,036 |
| VANGUARD INDEX FDS | VTV | Other | 0.19% | 14,571 | -3,789 | -20.64% | $2,858,927 |
| ISHARES TR | ACWI | Other | 0.13% | 13,778 | -330 | -2.34% | $1,906,462 |
| VANGUARD WORLD FD | MGK | Other | 0.07% | 2,893 | -215,447 | -98.68% | $1,062,847 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 3,126 | - | - | $485,437 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.02% | 4,468 | +4,468 | +100.00% | $286,338 |
| ISHARES TR | IDV | Other | 0.02% | 5,685 | +745 | +15.08% | $241,954 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.01% | 865 | -60 | -6.49% | $84,536 |
| ISHARES TR | MUB | Other | 0.01% | 785 | +785 | +100.00% | $83,328 |
| ISHARES TR | PFF | Other | 0.00% | 200 | - | - | $6,064 |
Showing 28 of 28 holdings in the latest reporting period.