Angeles Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$1,487,655
Net value change ($000)
-11,145 (-0.7%)
New positions
6
Sold out positions
2
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 100,185 13.5%
XLE 35,822 NEW
AVDV 29,464 NEW
VXUS 12,543 5.8%
IJH 9,285 NEW
ECG 2,098 38.0%
KNF 1,147 16.1%
VGVT 558 NEW
IEMG 485 2.8%
VSGX 329 2.7%
Top Reduces (Value $000, Stocks/ETFs)
MGK -89,061 -98.8%
IWM -48,885 -79.8%
EWJ -30,116 -100.0%
VMBS -25,509 -28.2%
VOTE -5,919 -9.2%
VUG -1,871 -27.7%
VCLT -805 -1.5%
VTV -648 -18.5%
EFV -535 -0.9%
MBB -305 -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