Angeles Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$1,657,434
Net value change ($000)
-7,507 (-0.5%)
New positions
8
Sold out positions
1
Turnover %
18.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VCSH 77,946 NEW
VUSB 74,310 NEW
EFV 35,932 NEW
VPL 34,987 44287.3%
XLE 23,924 NEW
AVDV 14,526 NEW
EWJ 13,762 NEW
SJNK 11,805 NEW
VT 5,819 35.3%
VUG 3,415 57.0%
Top Reduces (Value $000, Stocks/ETFs)
VOO -97,114 -10.6%
IWM -82,243 -97.7%
VCLT -45,325 -100.0%
IEMG -31,946 -69.2%
MGK -31,289 -95.9%
VMBS -14,480 -25.5%
VOTE -4,800 -6.1%
KNF -3,373 -39.7%
ECG -3,044 -29.2%
MDU -655 -12.6%
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