EdgeMarket › What Angeles Investment Advisors, Llc reported owning
What Angeles Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 840.5M | 56.5% | 1.4M | 703.71 | +20.0% |
| VXUS Vanguard Total International Stock ETF | 227.0M | 15.3% | 2.9M | 87.71 | +22.7% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 65.0M | 4.4% | 1.4M | 46.15 | -0.4% |
| VOTE TCW Transform 500 ETF | 58.3M | 3.9% | 764.7K | 90.35 | +20.4% |
| EFV iShares MSCI EAFE Value ETF | 56.3M | 3.8% | 756.9K | 82.23 | +21.4% |
| VCLT Vanguard Long-Term Corporate Bond ETF | 53.2M | 3.6% | 712.4K | 71.72 | -5.4% |
| XLE State Street Energy Select Sector SPDR ETF | 35.8M | 2.4% | 584.8K | 63.64 | +48.3% |
| AVDV Avantis International Small Cap Value ETF | 29.5M | 2.0% | 295.1K | 111.95 | +32.8% |
| ESGV Vanguard ESG U.S. Stock ETF | 21.0M | 1.4% | 186.6K | 135.75 | +20.1% |
| IEMG iShares Core MSCI Emerging Markets ETF | 17.9M | 1.2% | 257.1K | 81.57 | +31.9% |
| VSGX Vanguard ESG International Stock ETF | 12.4M | 0.8% | 172.6K | 83.52 | +23.2% |
| IWM iShares Russell 2000 ETF | 12.4M | 0.8% | 49.9K | 299.96 | +33.1% |
| IJH iShares Core S&P Mid-Cap ETF | 9.3M | 0.6% | 137.5K | 76.77 | +20.8% |
| KNF Knife River Corp | 8.3M | 0.6% | 101.5K | 66.17 | -23.7% |
| ECG Everus Construction Group, Inc. | 7.6M | 0.5% | 64.6K | 125.96 | +68.4% |
| MDU MDU RESOURCES GROUP INC | 5.1M | 0.3% | 245.4K | 19.95 | +21.8% |
| VUG Vanguard Morningstar Growth ETF | 4.9M | 0.3% | 11.2K | 87.50 | +15.9% |
| DFSI Dimensional International Sustainability Core | 4.7M | 0.3% | 110.0K | 47.37 | +16.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 4.1M | 0.3% | 75.2K | 60.45 | +17.7% |
| VTG Vanguard Total Treasury ETF | 3.4M | 0.2% | 45.2K | 74.17 | -2.0% |
| EFG iShares MSCI EAFE Growth ETF | 3.4M | 0.2% | 30.6K | 125.70 | +12.3% |
| VTV Vanguard Morningstar Value ETF | 2.9M | 0.2% | 14.6K | 226.40 | +24.6% |
| ACWI iShares MSCI ACWI ETF | 1.9M | 0.1% | 13.8K | 160.81 | +21.3% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 1.1M | 0.1% | 2.9K | 88.95 | +17.2% |
| VGVT Vanguard Government Securities Active ETF | 558.1K | 0.0% | 7.4K | 74.14 | -2.1% |
| PEP PEPSICO INC | 485.4K | 0.0% | 3.1K | 143.48 | -4.8% |
| VEA Vanguard FTSE Developed Markets ETF | 286.3K | 0.0% | 4.5K | 73.42 | +24.7% |
| IDV iShares International Select Dividend ETF | 242.0K | 0.0% | 5.7K | 45.09 | +22.4% |
| VPL Vanguard FTSE Pacific ETF | 84.5K | 0.0% | 865 | 115.11 | +33.4% |
| MUB iShares National Muni Bond ETF | 83.3K | 0.0% | 785 | 105.34 | +1.2% |
| PFF iShares Preferred and Income Securities ETF | 6.1K | 0.0% | 200 | 30.46 | -3.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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