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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 $1.5B. In the most recent quarter, they have increased their positions in N/A (+226.1K shares, valued at $135.1M), XLE (+584.8K shares, valued at $35.8M), AVDV (+295.1K shares, valued at $29.5M); decreased their positions in MGK (-215.4K shares, valued at $79.2M), IWM (-199.0K shares, valued at $49.3M), VMBS (-538.0K shares, valued at $25.3M); initiated new positions in XLE (+584.8K shares, valued at $35.8M), AVDV (+295.1K shares, valued at $29.5M), IJH (+137.5K shares, valued at $9.3M).

1M P&L

+18.2M+2.68%

3M P&L

-16.7M-2.34%

HY P&L

+46.2M+7.12%

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/A625.1M

96.7%

2Building Materials8.3M

1.3%

3Engineering & Construction7.6M

1.2%

Top Industries by Stock Count

1N/A25 stocks

86.2%

2Engineering & Construction1 stocks

3.4%

3Building Materials1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4M shares19.15%2026-03-312026-04-28

VXUS VANGUARD STAR FDS2.9M shares3.56%2026-03-312026-04-28

VMBS VANGUARD SCOTTSDALE FDS1.4M shares-27.97%2026-03-312026-04-28

VOTE TCW ETF TRUST764.7K shares-4.54%2026-03-312026-04-28

EFV ISHARES TR756.9K shares-4.86%2026-03-312026-04-28

VCLT VANGUARD SCOTTSDALE FDS712.4K shares0.00%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR584.8K sharesnew addition2026-03-312026-04-28

AVDV AMERICAN CENTY ETF TR295.1K sharesnew addition2026-03-312026-04-28

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ESGV VANGUARD WORLD FD186.6K shares7.96%2026-03-312026-04-28

IEMG ISHARES INC257.1K shares-0.94%2026-03-312026-04-28

VSGX VANGUARD WORLD FD172.6K shares2.57%2026-03-312026-04-28

IWM ISHARES TR49.9K shares-79.96%2026-03-312026-04-28

IJH ISHARES TR137.5K sharesnew addition2026-03-312026-04-28

KNF KNIFE RIVER CORP101.5K shares0.00%2026-03-312026-04-28

ECG EVERUS CONSTR GROUP64.6K shares0.00%2026-03-312026-04-28

MDU MDU RES GROUP INC245.4K shares0.00%2026-03-312026-04-28

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VUG VANGUARD INDEX FDS11.2K shares-19.25%2026-03-312026-04-28

DFSI DIMENSIONAL ETF TRUST110.0K shares3.62%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F75.2K shares-3.42%2026-03-312026-04-28

VTG VANGUARD MALVERN FDS45.2K shares-0.26%2026-03-312026-04-28

EFG ISHARES TR30.6K shares0.00%2026-03-312026-04-28

VTV VANGUARD INDEX FDS14.6K shares-20.64%2026-03-312026-04-28

ACWI ISHARES TR13.8K shares-2.34%2026-03-312026-04-28

MGK VANGUARD WORLD FD2.9K shares-98.68%2026-03-312026-04-28

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VANGUARD MALVERN FDS VANGUARD MALVERN FDS7.4K sharesnew addition2026-03-312026-04-28

PEP PEPSICO INC3.1K shares0.00%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS4.5K sharesnew addition2026-03-312026-04-28

IDV ISHARES TR5.7K shares15.08%2026-03-312026-04-28

VPL VANGUARD INTL EQUITY INDEX F865 shares-6.49%2026-03-312026-04-28

MUB ISHARES TR785 sharesnew addition2026-03-312026-04-28

PFF ISHARES TR200 shares0.00%2026-03-312026-04-28

VANGUARD INDEX FDS

19.15%

Shares1.4M

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

3.56%

Shares2.9M

Event2026-03-31

Filed2026-04-28

VMBS

VANGUARD SCOTTSDALE FDS

-27.97%

Shares1.4M

Event2026-03-31

Filed2026-04-28

VOTE

TCW ETF TRUST

-4.54%

Shares764.7K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES TR

-4.86%

Shares756.9K

Event2026-03-31

Filed2026-04-28

VCLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares712.4K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

New

Shares584.8K

Event2026-03-31

Filed2026-04-28

AVDV

AMERICAN CENTY ETF TR

New

Shares295.1K

Event2026-03-31

Filed2026-04-28

ESGV

VANGUARD WORLD FD

7.96%

Shares186.6K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

-0.94%

Shares257.1K

Event2026-03-31

Filed2026-04-28

VSGX

VANGUARD WORLD FD

2.57%

Shares172.6K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-79.96%

Shares49.9K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

New

Shares137.5K

Event2026-03-31

Filed2026-04-28

KNF

KNIFE RIVER CORP

0.00%

Shares101.5K

Event2026-03-31

Filed2026-04-28

ECG

EVERUS CONSTR GROUP

0.00%

Shares64.6K

Event2026-03-31

Filed2026-04-28

MDU

MDU RES GROUP INC

0.00%

Shares245.4K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-19.25%

Shares11.2K

Event2026-03-31

Filed2026-04-28

DFSI

DIMENSIONAL ETF TRUST

3.62%

Shares110.0K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

-3.42%

Shares75.2K

Event2026-03-31

Filed2026-04-28

VTG

VANGUARD MALVERN FDS

-0.26%

Shares45.2K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

0.00%

Shares30.6K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-20.64%

Shares14.6K

Event2026-03-31

Filed2026-04-28

ACWI

ISHARES TR

-2.34%

Shares13.8K

Event2026-03-31

Filed2026-04-28

MGK

VANGUARD WORLD FD

-98.68%

Shares2.9K

Event2026-03-31

Filed2026-04-28

VANGUARD MALVERN FDS

New

Shares7.4K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

New

Shares4.5K

Event2026-03-31

Filed2026-04-28

IDV

ISHARES TR

15.08%

Shares5.7K

Event2026-03-31

Filed2026-04-28

VPL

VANGUARD INTL EQUITY INDEX F

-6.49%

Shares865

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

New

Shares785

Event2026-03-31

Filed2026-04-28

PFF

ISHARES TR

0.00%

Shares200

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available