1y return+18.4%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+47.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $224 against $299 in the S&P 500.2
Angeles Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $920.1M | 55.3% | −4.8% |
| VXUSVanguard Star Fds | $238.5M | 14.3% | −5.2% |
| IWMIshares Tr | $84.2M | 5.1% | +461.6% |
| VOTETcw Etf Trust | $78.4M | 4.7% | +16.3% |
| VMBSVanguard Scottsdale Fds | $56.7M | 3.4% | −12.6% |
| IEMGIshares Inc | $46.2M | 2.8% | +116.7% |
| VCLTVanguard Scottsdale Fds | $45.3M | 2.7% | −15.5% |
| MGKVanguard World Fd | $32.6M | 2.0% | +2466.1% |
| ESGVVanguard World Fd | $30.5M | 1.8% | +23.7% |
| VYMVanguard Whitehall Fds | $19.7M | 1.2% | New |
| VSGXVanguard World Fd | $19.3M | 1.2% | +35.9% |
| VTVanguard Intl Equity Index F | $16.5M | 1.0% | New |
| ECGEverus Constr Group | $10.4M | 0.6% | −2.7% |
| VYMIVanguard Whitehall Fds | $9.2M | 0.6% | New |
| KNFKnife River Corp | $8.5M | 0.5% | |
| IDVIshares Tr | $7.8M | 0.5% | +3201.4% |
| EFAIshares Tr | $7.6M | 0.5% | New |
| VUGVanguard Index Fds | $6.0M | 0.4% | +3.7% |
| VWOVanguard Intl Equity Index F | $5.5M | 0.3% | +22.4% |
| MDUMdu Res Group Inc | $5.2M | 0.3% | |
| DFSIDimensional Etf Trust | $4.4M | 0.3% | −10.9% |
| VTGVanguard Malvern Fds | $3.4M | 0.2% | |
| VTVVanguard Index Fds | $3.2M | 0.2% | |
| EFGIshares Tr | $2.3M | 0.1% | −40.2% |
| ACWIIshares Tr | $2.1M | 0.1% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ECGEverus Constr Group | March 31, 2025 | +347.4% | $10.4M |
| MGKVanguard World Fd | June 30, 2020 | +168.8% | $32.6M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $6.0M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $920.1M |
| VOTETcw Etf Trust | September 30, 2022 | +112.0% | $78.4M |
| ESGVVanguard World Fd | June 30, 2022 | +99.2% | $30.5M |
| IDVIshares Tr | September 30, 2022 | +83.9% | $7.8M |
| VPLVanguard Intl Equity Index F | December 31, 2022 | +79.8% | $79K |
| VTVVanguard Index Fds | September 30, 2022 | +76.5% | $3.2M |
| VXUSVanguard Star Fds | June 30, 2020 | +73.9% | $238.5M |
Sold off last quarter
- EFVIshares Tr was $56.3M
- XLESelect Sector Spdr Tr was $35.8M
- AVDVAmerican Centy Etf Tr was $29.5M
- IJHIshares Tr was $9.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
| December 31, 2022 | +9.8% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −10.3% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Angeles Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535695&type=13F-HR&dateb=&owner=include&count=40CIK 1535695
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1535695/000139834426012448/Filed July 22, 2026 · accession 0001398344-26-012448