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The Analysis of Angeles Investment Advisors, LLC's Holdings & P&L

Currently, Angeles Investment Advisors, LLC holds 31 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IWM (+230.2K shares, valued at $69.2M), MGK (+368.3K shares, valued at $32.4M), IEMG (+300.1K shares, valued at $24.9M); decreased their positions in VOO (-67.0K shares, valued at $46.0M), VXUS (-153.7K shares, valued at $13.1M), VCLT (-110.1K shares, valued at $8.3M); initiated new positions in VYM (+124.5K shares, valued at $19.7M), VT (+105.1K shares, valued at $16.5M), VYMI (+93.5K shares, valued at $9.2M).

1M P&L

+51.5M+3.15%

3M P&L

+35.2M+2.13%

HY P&L

+1.5M+0.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.6B

98.5%

2Engineering & Construction10.4M

0.6%

3Building Materials8.5M

0.5%

Top Industries by Stock Count

1N/A26 stocks

86.7%

2Engineering & Construction1 stocks

3.3%

3Building Materials1 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS1.3M shares-4.76%2026-06-302026-07-22

VXUS VANGUARD STAR FDS2.8M shares-5.22%2026-06-302026-07-22

IWM ISHARES TR280.1K shares461.55%2026-06-302026-07-22

VOTE TCW ETF TRUST889.4K shares16.32%2026-06-302026-07-22

VMBS VANGUARD SCOTTSDALE FDS1.2M shares-12.60%2026-06-302026-07-22

IEMG ISHARES INC557.2K shares116.75%2026-06-302026-07-22

VCLT VANGUARD SCOTTSDALE FDS602.3K shares-15.45%2026-06-302026-07-22

MGK VANGUARD WORLD FD371.2K shares12730.63%2026-06-302026-07-22

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ESGV VANGUARD WORLD FD230.8K shares23.68%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS124.5K sharesnew addition2026-06-302026-07-22

VSGX VANGUARD WORLD FD234.6K shares35.91%2026-06-302026-07-22

VT VANGUARD INTL EQUITY INDEX F105.1K sharesnew addition2026-06-302026-07-22

ECG EVERUS CONSTR GROUP62.8K shares-2.69%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS93.5K sharesnew addition2026-06-302026-07-22

KNF KNIFE RIVER CORP101.5K shares0.00%2026-06-302026-07-22

IDV ISHARES TR187.7K shares3201.41%2026-06-302026-07-22

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EFA ISHARES TR72.7K sharesnew addition2026-06-302026-07-22

VUG VANGUARD INDEX FDS69.5K shares522.03%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F92.1K shares22.42%2026-06-302026-07-22

MDU MDU RES GROUP INC245.4K shares0.00%2026-06-302026-07-22

DFSI DIMENSIONAL ETF TRUST98.0K shares-10.93%2026-06-302026-07-22

VTG VANGUARD MALVERN FDS45.6K shares0.90%2026-06-302026-07-22

VTV VANGUARD INDEX FDS14.6K shares0.01%2026-06-302026-07-22

EFG ISHARES TR18.3K shares-40.17%2026-06-302026-07-22

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ACWI ISHARES TR13.5K shares-1.76%2026-06-302026-07-22

VANGUARD MALVERN FDS VANGUARD MALVERN FDS6.5K shares-12.46%2026-06-302026-07-22

PEP PEPSICO INC3.1K shares0.00%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS4.5K shares0.38%2026-06-302026-07-22

MUB ISHARES TR785 shares0.00%2026-06-302026-07-22

VPL VANGUARD INTL EQUITY INDEX F685 shares-20.81%2026-06-302026-07-22

PFF ISHARES TR200 shares0.00%2026-06-302026-07-22

VOO

VANGUARD INDEX FDS

-4.76%

Shares1.3M

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

-5.22%

Shares2.8M

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

461.55%

Shares280.1K

Event2026-06-30

Filed2026-07-22

VOTE

TCW ETF TRUST

16.32%

Shares889.4K

Event2026-06-30

Filed2026-07-22

VMBS

VANGUARD SCOTTSDALE FDS

-12.60%

Shares1.2M

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

116.75%

Shares557.2K

Event2026-06-30

Filed2026-07-22

VCLT

VANGUARD SCOTTSDALE FDS

-15.45%

Shares602.3K

Event2026-06-30

Filed2026-07-22

MGK

VANGUARD WORLD FD

12730.63%

Shares371.2K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

23.68%

Shares230.8K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

New

Shares124.5K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

35.91%

Shares234.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

New

Shares105.1K

Event2026-06-30

Filed2026-07-22

ECG

EVERUS CONSTR GROUP

-2.69%

Shares62.8K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

New

Shares93.5K

Event2026-06-30

Filed2026-07-22

KNF

KNIFE RIVER CORP

0.00%

Shares101.5K

Event2026-06-30

Filed2026-07-22

IDV

ISHARES TR

3201.41%

Shares187.7K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

New

Shares72.7K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

522.03%

Shares69.5K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

22.42%

Shares92.1K

Event2026-06-30

Filed2026-07-22

MDU

MDU RES GROUP INC

0.00%

Shares245.4K

Event2026-06-30

Filed2026-07-22

DFSI

DIMENSIONAL ETF TRUST

-10.93%

Shares98.0K

Event2026-06-30

Filed2026-07-22

VTG

VANGUARD MALVERN FDS

0.90%

Shares45.6K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.01%

Shares14.6K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

-40.17%

Shares18.3K

Event2026-06-30

Filed2026-07-22

ACWI

ISHARES TR

-1.76%

Shares13.5K

Event2026-06-30

Filed2026-07-22

VANGUARD MALVERN FDS

-12.46%

Shares6.5K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.38%

Shares4.5K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

0.00%

Shares785

Event2026-06-30

Filed2026-07-22

VPL

VANGUARD INTL EQUITY INDEX F

-20.81%

Shares685

Event2026-06-30

Filed2026-07-22

PFF

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available