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Angeles Investment Advisors, LLC Portfolio
$1.7B across 38 positions as of 2026-09-30, with 88% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.2%
-3.3% a year vs the S&P 500
3 years
+16.3%
-5.0% a year vs the S&P 500
5 years
+8.9%
-3.2% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $823M | 49.7% | 1,174,228 |
| VXUSVanguard Total International Stock ETF | $238.3M | 14.4% | 2,805,090 |
| VCSHVanguard Short-Term Corporate Bond ETF | $77.9M | 4.7% | 1,009,010 |
| VANGUARD BD INDEX FDS | $74.3M | 4.5% | 1,499,700 |
| VOTETCW Transform 500 ETF | $73.6M | 4.4% | 817,456 |
| VMBSVanguard Mortgage Backed Security | $42.2M | 2.5% | 950,270 |
| EFViShares MSCI EAFE Value ETF | $35.9M | 2.2% | 454,025 |
| VPLVanguard FTSE Pacific ETF | $35.1M | 2.1% | 302,785 |
| ESGVVanguard ESG U.S. Stock ETF | $33.7M | 2.0% | 248,852 |
| XLEState Street Energy Select Sector SPDR ETF | $23.9M | 1.4% | 389,000 |
| VTVanguard Total World Stock Index ETF | $22.3M | 1.3% | 141,320 |
| VSGXVanguard ESG International Stock ETF | $19.5M | 1.2% | 241,082 |
| VYMVanguard High Dividend Yield ETF | $19.3M | 1.2% | 124,515 |
| AVDVAvantis International Small Cap Value ETF | $14.5M | 0.9% | 132,800 |
| IEMGiShares Core MSCI Emerging Markets ETF | $14.2M | 0.9% | 175,075 |
| EWJiShares MSCI Japan Index Fund | $13.8M | 0.8% | 141,210 |
| SPDR SERIES TRUST | $11.8M | 0.7% | 486,820 |
| VYMIVanguard International High Dividend Yield ETF | $9.5M | 0.6% | 93,500 |
| VUGVanguard Growth ETF | $9.4M | 0.6% | 104,373 |
| IDViShares International Select Dividend ETF | $7.9M | 0.5% | 187,685 |
| VWOVanguard FTSE Emerging Markets ETF | $7.7M | 0.5% | 129,140 |
| EFAiShares MSCI EAFE ETF | $7.6M | 0.5% | 72,735 |
| EVERUS CONSTR GROUP | $7.4M | 0.4% | 62,842 |
| KNIFE RIVER CORP | $5.1M | 0.3% | 101,510 |
| MDUMDU Resources Group, Inc. Common Stock | $4.5M | 0.3% | 245,414 |
| VTVVanguard Value ETF | $4.4M | 0.3% | 20,559 |
| DIMENSIONAL ETF TRUST | $4.4M | 0.3% | 97,322 |
| VANGUARD MALVERN FDS | $3.3M | 0.2% | 46,063 |
| VEAVanguard FTSE Developed Markets ETF | $2.4M | 0.1% | 33,918 |
| EFGiShares MSCI EAFE Growth ETF | $2.2M | 0.1% | 18,315 |
| ACWIiShares MSCI ACWI ETF | $2.1M | 0.1% | 13,461 |
| IWMiShares Russell 2000 Index Fund | $1.9M | 0.1% | 6,862 |
| VGKVanguard FTSEEuropean ETF | $1.8M | 0.1% | 20,770 |
| MGKVanguard Mega Cap Growth ETF | $1.3M | 0.1% | 14,487 |
| VANGUARD MALVERN FDS | $466.6K | 0.0% | 6,479 |
| PEPPepsiCo Inc | $396.1K | 0.0% | 3,126 |
| MUBiShares National Muni Bond ETF | $79.4K | 0.0% | 785 |
| PFFiShares Preferred and Income Securities ETF | $5.9K | 0.0% | 200 |
Quarter ending 2026-09-30.
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