Angeles Investment Advisors, LLC holds a concentrated book of 31 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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 reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.1 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 each quarter's actual reporting lag, ~22 days for the latest filing, with 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
Excluding Vanguard S&P 500 ETF (55% of the book), the rest is a 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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Angeles Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Wit, LLC | 6 / 31 | $4.5B |
| Topor & Co. Korea | 6 / 31 | $88.1M |
| Golden Road Advisors LLC | 8 / 31 | $131.5M |
| Summitas Investment Management LLC | 4 / 31 | $85.1M |
| West Virginia University Foundation, Inc | 3 / 31 | $769.6M |
| Ni Acquisitions Company, LLC | 9 / 31 | $143.2M |
| Prosperity Advisers, LLC | 5 / 31 | $84.3M |
| Permanent Capital Management, LP | 10 / 31 | $435.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Angeles Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | <0.1% | ▼−12% Reduced · −919 sh | |
| 27 | Pepsico Inc COM | $423K | 3.1K | <0.1% | —Held | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $320K | 4.5K | <0.1% | ▲+0.4% Added · +17 sh | |
| 29 | Ishares TR NATIONAL MUN ETF | $84K | 785 | <0.1% | —Held | |
| 30 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $79K | 685 | <0.1% | ▼−21% Reduced · −180 sh | |
| 31 | Ishares TR PFD AND INCM SEC | $6K | 200 | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 31 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 31 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 27 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 30 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 31 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 30 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 195 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 217 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.