Data as of Q4 2025 (Dec 31, 2025)

Angeles Investment Advisors, LLC

โ€ขCIK: 1535695โ€ขFiling: Q4 2025

**Angeles Investment Advisors, LLC** manages $1.5B across a diversified portfolio of 27 holdings. The strategy exhibits a significant overweight to broad market equity exposure, anchored by a $740.4M position in VOO and $214.5M in VXUS. Notable allocations include substantial technology and market-cap focused bets, with $90.6M in VMBS and $90.1M in MGK. The portfolio maintains broad diversification across sectors, evidenced by significant weights in indices such as IWM ($61.3M) and VOTE ($64.3M).

Total AUM
$1.5B
QoQ Performance
-1.6%
Positions
14
Top 10 Concentration
94.9%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VXUS
VMBS
MGK
VOO49.4%
VXUS14.3%
VMBS6.0%
MGK6.0%
VOTE4.3%
IWM4.1%
EFV3.8%
VCLT3.6%

๐Ÿ“ˆ Biggest Buys

EFV
ISHARES TR
NEW
3.8% of portfolio
IEMG
ISHARES INC
NEW
1.2% of portfolio
ESGV
VANGUARD WORLD FD
+91.7%
1.4% of portfolio
IWM
ISHARES TR
+11.0%
4.1% of portfolio
VOTE
TCW ETF TRUST
+9.8%
4.3% of portfolio

๐Ÿ“‰ Biggest Sells

MGK
VANGUARD WORLD FD
-39.4%
6.0% of portfolio
VXUS
VANGUARD STAR FDS
-14.0%
14.3% of portfolio
VCLT
VANGUARD SCOTTSDALE FDS
-35.3%
3.6% of portfolio
VOO
VANGUARD INDEX FDS
-2.7%
49.4% of portfolio
KNF
KNIFE RIVER CORP
-5.0%
0.5% of portfolio

Sector Breakdown

Other50.6%
ETF49.4%
Consumer Staples0.0%

๐Ÿšช Exited Positionssold since Q3 2025

MCHI
ISHARES TR
SOLD
$14.9M
VGK
VANGUARD INTL EQUITY INDEX F
SOLD
$3.2M
EEM
ISHARES TR
SOLD
$60.5K
EFA
ISHARES TR
SOLD
$40.3K
AGG
ISHARES TR
SOLD
$26.0K
+1 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘7 increased
โ†“8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023