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Angeles Investment Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1535695
Institutional-grade research for retail investors

Sector Allocation

  • Other97.6%$1.6B
  • Industrials1.8%$29.7M
  • Materials0.6%$9.7M
  • Consumer Staples0.0%$396,127

AUM History

13fpro.ai/research/fund/angeles-investment-advisors-llc-1535695

Conviction and streaks

Diversifying · top 10 = 88.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold49.6% weight · held 11 quarters$Conviction hold14.4% weight · held 11 quarters$Conviction hold4.4% weight · held 11 quarters$Conviction hold2.5% weight · held 5 quarters$Conviction hold2.1% weight · held 11 quarters$Accumulating+176% shares · 4 quarters running$Accumulating+154% shares · 4 quarters runningDOV$DOVAccumulating+62709% shares · 3 quarters running$Accumulating+834% shares · 2 quarters running$Accumulating+72% shares · 2 quarters running$Trimming-7% shares · 4 quarters running$Trimming-51% shares · 3 quarters running$Trimming-91% shares · 3 quarters running$Trimming-99% shares · 3 quarters running$Trimming-17% shares · 2 quarters running

Largest positions — Q3 2026

  • VANGUARD
    $823.0M
  • VANGUARD
    $238.3M
  • VANGUARD
    $77.9M
  • VANGUARD
    $74.3M
  • TCW
    $73.6M
  • VANGUARD
    $42.2M
  • ISHARES
    $35.9M
  • VANGUARD
    $35.1M
  • VANGUARD
    $33.7M
  • SELECT
    $23.9M
  • DOVDOV
    $22.3M
  • VANGUARD
    $19.5M
  • VANGUARD
    $19.3M
  • AMERICAN
    $14.5M
  • ISHARES
    $14.2M
  • ISHARES
    $13.8M
  • SPDR
    $11.8M
  • VANGUARD
    $9.5M
  • VANGUARD
    $9.4M
  • ISHARES
    $7.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/angeles-investment-advisors-llc-1535695

Angeles Investment Advisors, LLC 13F holdings — Q3 2026

$1.7B portfolio (-0.5% QoQ) · 38 holdings · Q3 2026 13F · top 10 are 88% of the stock portfolio

  • 1

    VANGUARD INDEX FDS - S&P 500 ETF SHS

    $823.0M

    49.6% of stocks

    -12%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    VANGUARD STAR FDS - VG TL INTL STK F

    $238.3M

    14.4% of stocks

    +0.5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

    $77.9M

    4.7% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 4

    VANGUARD BD INDEX FDS - VANGUARD ULTRA

    $74.3M

    4.5% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 5

    TCW ETF TRUST - TRANSFRM 500 ETF

    $73.6M

    4.4% of stocks

    -8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF

    $42.2M

    2.5% of stocks

    -22%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    ISHARES TR - EAFE VALUE ETF

    $35.9M

    2.2% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 8

    VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF

    $35.1M

    2.1% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 9

    VANGUARD WORLD FD - ESG US STK ETF

    $33.7M

    2.0% of stocks

    +8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    SELECT SECTOR SPDR TR - ST STR ENERG ETF

    $23.9M

    1.4% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—

All holdings — Angeles Investment Advisors, LLC (Q3 2026)

38 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
DOV$DOVDOVER Corpetf/fund$22.3M+35%
— VANGUARD WORLD FD - ESG INTL STK ETFetf/fund$19.5M+3%
— VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund$19.3M—
— AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund$14.5MNew
— ISHARES INC - CORE MSCI EMKTetf/fund$14.2M-69%
— ISHARES INC - MSCI JAPAN ETFetf/fund$13.8MNew
— SPDR SERIES TRUST - ST TERM HIGH ETFetf/fund$11.8MNew
— VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund$9.5M—
— VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund$9.4M+50%
— ISHARES TR - INTL SEL DIV ETFetf/fund$7.9M—
— VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund$7.7M+40%
— ISHARES TR - MSCI EAFE ETFetf/fund$7.6M—
ECG$ECGEverus Construction Group, Inc.$7.4M—
KNF$KNFKnife River Corp$5.1M—
MDU$MDUMDU RESOURCES GROUP INC$4.5M—

What changed in Q3 2026

Against the previous quarter's 13F: 8 new, 11 added to, 8 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

  • VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$77.9M

    first bought this quarter

  • VANGUARD BD INDEX FDS - VANGUARD ULTRA$74.3M

    first bought this quarter

  • ISHARES TR - EAFE VALUE ETF$35.9M

    first bought this quarter

  • SELECT SECTOR SPDR TR - ST STR ENERG ETF$23.9M

    first bought this quarter

  • AMERICAN CENTY ETF TR - INTL SMCP VLU$14.5M

    first bought this quarter

  • ISHARES INC - MSCI JAPAN ETF$13.8M

    first bought this quarter

+2 more in the Excel export

Added to (11)

  • DOV$DOVDOVER Corp+35%

    now $22.3M · held 2 qtrs, 2 adds in a row

  • VANGUARD INDEX FDS - MRNGSTR GRWT ETF+50%

    now $9.4M

  • VANGUARD WORLD FD - ESG US STK ETF+8%

    now $33.7M

  • VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+40%

    now $7.7M

  • VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+656%

    now $2.4M

  • VANGUARD INDEX FDS - MRNGSTR VAL ETF+41%

    now $4.4M

+5 more in the Excel export

Trimmed (8)

  • VANGUARD INDEX FDS - S&P 500 ETF SHS-12%

    now $823.0M

  • ISHARES TR - RUSSELL 2000 ETF-98%

    now $1.9M

  • VANGUARD WORLD FD - MRNGSTR MEGA CAP-96%

    now $1.3M

  • ISHARES INC - CORE MSCI EMKT-69%

    now $14.2M

  • VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF-22%

    now $42.2M

  • TCW ETF TRUST - TRANSFRM 500 ETF-8%

    now $73.6M

+2 more in the Excel export

Sold out (1)

  • VANGUARD SCOTTSDALE FDS - LG-TERM COR BDwas $45.3M

Firm AUM (Form ADV): $7.3B as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F Angeles Investment Advisors, LLC has filed, 31 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Angeles Investment Advisors's top 20 holdings: 58/100 (our AI quality score, weighted by position size; 5 of the 20 are scored)

Top 10 since filing

+2.0%

Value-weighted move of the 10 largest stock positions

Turnover

19%

Last quarter; 52% over the last 4

Top 10 weight

88%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

44%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 5 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Angeles Investment Advisors, LLC disclosed 38 positions worth $1.7B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 1. The portfolio is most concentrated in Other (97.6% of disclosed assets). All figures are sourced directly from Angeles Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1535695.

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AI-Powered Hedge Fund Analysis: Angeles Investment Advisors, LLC

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Every holding in Angeles Investment Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.