Angeles Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$1,498,800
Net value change ($000)
-23,982 (-1.6%)
New positions
3
Sold out positions
6
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
EFV 56,807 NEW
IEMG 17,444 NEW
ESGV 10,229 95.8%
IWM 7,021 12.9%
VOTE 7,005 12.2%
VSGX 5,474 83.2%
VTG 3,451 NEW
DFSI 1,597 54.1%
EFG 1,504 75.8%
VWO 984 30.7%
Top Reduces (Value $000, Stocks/ETFs)
MGK -54,904 -37.9%
VCLT -31,449 -36.8%
VXUS -28,236 -11.6%
MCHI -14,948 -100.0%
VGK -3,178 -100.0%
VOO -2,384 -0.3%
KNF -1,073 -13.1%
EEM -61 -100.0%
EFA -40 -100.0%
AGG -26 -100.0%
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