Angeles Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
30
Total value ($000)
$1,522,782
Net value change ($000)
-246,044 (-13.9%)
New positions
4
Sold out positions
5
Turnover %
16.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VMBS 90,328 NEW
IWM 54,069 32968.9%
EWJ 29,918 NEW
MCHI 14,948 NEW
DFSI 2,951 NEW
VWO 1,962 158.1%
ECG 1,435 35.0%
MDU 295 6.9%
EFG 286 16.9%
ACWI 168 9.2%
Top Reduces (Value $000, Stocks/ETFs)
VGK -101,448 -97.0%
VOO -72,577 -8.9%
VXUS -43,628 -15.2%
USHY -39,310 -100.0%
VCLT -36,410 -29.9%
BKLN -34,848 -100.0%
SJNK -25,213 -100.0%
MGK -23,260 -13.8%
VOTE -19,451 -25.4%
ESGV -14,820 -58.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type