Angeles Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$1,664,941
Net value change ($000)
+177,286 (11.9%)
New positions
4
Sold out positions
4
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 79,549 9.5%
IWM 71,781 580.3%
MGK 31,568 2969.7%
IEMG 28,226 157.4%
VOTE 20,076 34.4%
VYM 19,677 NEW
VT 16,488 NEW
VXUS 11,531 5.1%
ESGV 9,572 45.7%
VYMI 9,182 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFV -56,272 -100.0%
XLE -35,822 -100.0%
AVDV -29,464 -100.0%
IJH -9,285 -100.0%
VMBS -8,368 -12.9%
VCLT -7,906 -14.9%
EFG -1,130 -33.1%
DFSI -245 -5.3%
VGVT -72 -12.9%
PEP -62 -12.8%
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