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Funds / Angeles Investment Advisors, LLC
Institutional Fund

Angeles Investment Advisors, LLC

Santa Monica, CACIK 15356955 filings on record

Portfolio Value
$1.49B
Q1 2026
Holdings
31
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.7%
from $1.50B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds56.5%
  • Vanguard Star Fds15.3%
  • Vanguard Scottsdale Fds4.4%
  • Tcw ETF Trust3.9%
  • Ishares Tr3.8%
  • Vanguard Scottsdale Fds3.6%
  • Other12.6%

Portfolio Holdings

31 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds1.41M$840.54M56.5%+226.1KAdded
2Vanguard Star Fds2.94M$227.00M15.3%+101.1KAdded
3Vanguard Scottsdale Fds1.39M$65.05M4.4%538.0KReduced
4Tcw ETF Trust764.7K$58.34M3.9%36.4KReduced
5Ishares Tr756.9K$56.27M3.8%38.6KReduced
6Vanguard Scottsdale Fds712.4K$53.23M3.6%0Held
7Select Sector Spdr Tr584.8K$35.82M2.4%+584.8KNew
8American Centy ETF Tr295.1K$29.46M2.0%+295.1KNew
9Vanguard World Fd186.6K$20.95M1.4%+13.8KAdded
10Ishares Inc257.1K$17.93M1.2%2.5KReduced

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