Angeles Investment Advisors, LLC holds a concentrated book of 31 stocks worth $1.7B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Vanguard High DVD Yield ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 55% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1535695/holdings"
Use Arkolith to show Angeles Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.9 points over this window.
Growth of $10,000 cloning Angeles Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Angeles Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 77 / 31 | $276.3B |
| JPMORGAN CHASE & CO | 77 / 31 | $259.2B |
| ROYAL BANK OF CANADA | 77 / 31 | $85.4B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 31 | $60.0B |
| RAYMOND JAMES FINANCIAL INC | 77 / 31 | $55.1B |
| OSAIC HOLDINGS, INC. | 77 / 31 | $8.2B |
| CWM, LLC | 77 / 31 | $3.1B |
| Farther Finance Advisors, LLC | 77 / 31 | $1.6B |
Ranked by how many of Angeles Investment Advisors, LLC's top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $920.1M | 1.34M | 55.3% | ▼−4.8% Reduced · −67K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $238.5M | 2.79M | 14.3% | ▼−5.2% Reduced · −154K sh | |
| 3 | Ishares TR RUSSELL 2000 ETF | $84.2M | 280.1K | 5.1% | ▲+462% Added · +230K sh | |
| 4 | TCW ETF Trust TRANSFRM 500 ETF | $78.4M | 889.4K | 4.7% | ▲+16% Added · +125K sh | |
| 5 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $56.7M | 1.21M | 3.4% | ▼−13% Reduced · −175K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $46.2M | 557.2K | 2.8% | ▲+117% Added · +300K sh | |
| 7 | Vanguard Scottsdale FDS LG-TERM COR BD | $45.3M | 602.3K | 2.7% | ▼−15% Reduced · −110K sh | |
| 8 | Vanguard World FD MEGA GRWTH IND | $32.6M | 371.2K | 2.0% | ▲128× Added · +368K sh | |
| 9 | Vanguard World FD ESG US STK ETF | $30.5M | 230.8K | 1.8% | ▲+24% Added · +44K sh | |
| 10 | Vanguard Whitehall FDS HIGH DIV YLD | $19.7M | 124.5K | 1.2% | ▲New New position | |
| 11 | Vanguard World FD ESG INTL STK ETF | $19.3M | 234.6K | 1.2% | ▲+36% Added · +62K sh | |
| 12 | Vanguard Intl Equity Index F TT WRLD ST ETF | $16.5M | 105.1K | 1.0% | ▲New New position | |
| 13 | Everus Constr Group COM | $10.4M | 62.8K | 0.6% | ▼−2.7% Reduced · −2K sh | |
| 14 | Vanguard Whitehall FDS INTL HIGH ETF | $9.2M | 93.5K | 0.6% | ▲New New position | |
| 15 | Knife River Corp COMMON STOCK | $8.5M | 101.5K | 0.5% | —Held | |
| 16 | Ishares TR INTL SEL DIV ETF | $7.8M | 187.7K | 0.5% | ▲33× Added · +182K sh | |
| 17 | Ishares TR MSCI EAFE ETF | $7.6M | 72.7K | 0.5% | ▲New New position | |
| 18 | Vanguard Index FDS GROWTH ETF | $6.0M | 69.5K | 0.4% | ▲+522% Added · +58K sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.5M | 92.1K | 0.3% | ▲+22% Added · +17K sh | |
| 20 | Mdu Res Group Inc COM | $5.2M | 245.4K | 0.3% | —Held | |
| 21 | Dimensional ETF Trust INTERNATIONAL | $4.4M | 98.0K | 0.3% | ▼−11% Reduced · −12K sh | |
| 22 | Vanguard Malvern FDS TOTAL TREASURY | $3.4M | 45.6K | 0.2% | ▲+0.9% Added · +409 sh | |
| 23 | Vanguard Index FDS VALUE ETF | $3.2M | 14.6K | 0.2% | ▲~0% Added · +2 sh | |
| 24 | Ishares TR EAFE GRWTH ETF | $2.3M | 18.3K | 0.1% | ▼−40% Reduced · −12K sh | |
| 25 | Ishares TR MSCI ACWI ETF | $2.1M | 13.5K | 0.1% | ▼−1.8% Reduced · −242 sh | |
| 26 | Vanguard Malvern FDS GOVT ACTIV ETF | $486K | 6.5K | 0.0% | ▼−12% Reduced · −919 sh | |
| 27 | Pepsico Inc COM | $423K | 3.1K | 0.0% | —Held | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $320K | 4.5K | 0.0% | ▲+0.4% Added · +17 sh | |
| 29 | Ishares TR NATIONAL MUN ETF | $84K | 785 | 0.0% | —Held | |
| 30 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $79K | 685 | 0.0% | ▼−21% Reduced · −180 sh | |
| 31 | Ishares TR PFD AND INCM SEC | $6K | 200 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 31 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 31 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 27 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 30 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 31 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 30 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 195 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 217 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.