Angeles Investment Advisors, LLC Diversified Active

Name: Angeles Investment Advisors, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Angeles Investment Advisors, LLC
Published: 2026-07-22

Location: Santa Monica, CA

CIK: 0001535695 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 22, 2026

Total Value: $1.665B (100.0% shares, 0.0% debt)

Holdings (31)

New Positions (4)

VYM VANGUARD WHITEHALL FDS 1.2%

Value $19.68M Shares 124,515 Est. Cost $158.03 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 1.0%

Value $16.49M Shares 105,055 Est. Cost $156.95 Unrealized —

VYMI VANGUARD WHITEHALL FDS 0.6%

Value $9.182M Shares 93,500 Est. Cost $98.20 Unrealized —

EFA ISHARES TR 0.5%

Value $7.556M Shares 72,735 Est. Cost $103.88 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VYM	VANGUARD WHITEHALL FDS	124,515	$19.68M	1.2%	$158.03	—	HIGH DIV YLD	921946406
VT	VANGUARD INTL EQUITY INDEX F	105,055	$16.49M	1.0%	$156.95	—	TT WRLD ST ETF	922042742
VYMI	VANGUARD WHITEHALL FDS	93,500	$9.182M	0.6%	$98.20	—	INTL HIGH ETF	921946794
EFA	ISHARES TR	72,735	$7.556M	0.5%	$103.88	—	MSCI EAFE ETF	464287465

Increased Positions (9)

IWM ISHARES TR 5.1%

Value $84.15M (+580.3%) Shares 280,081 (+461.6%) Est. Cost $290.09 Unrealized —

MGK VANGUARD WORLD FD 2.0%

Value $32.63M (+2970.2%) Shares 371,190 (+12730.6%) Est. Cost $89.75 Unrealized —

IEMG ISHARES INC 2.8%

Value $46.15M (+157.4%) Shares 557,155 (+116.7%) Est. Cost $75.63 Unrealized —

VOTE TCW ETF TRUST 4.7%

Value $78.42M (+34.4%) Shares 889,414 (+16.3%) Est. Cost $66.55 Unrealized —

ESGV VANGUARD WORLD FD 1.8%

Value $30.53M (+45.7%) Shares 230,836 (+23.7%) Est. Cost $103.39 Unrealized —

IDV ISHARES TR 0.5%

Value $7.776M (+3113.7%) Shares 187,685 (+3201.4%) Est. Cost $41.13 Unrealized —

VSGX VANGUARD WORLD FD 1.2%

Value $19.32M (+56.0%) Shares 234,590 (+35.9%) Est. Cost $68.89 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.3%

Value $5.496M (+35.2%) Shares 92,081 (+22.4%) Est. Cost $53.45 Unrealized —

VUG VANGUARD INDEX FDS 0.4%

Value $5.99M (+22.7%) Shares 69,537 (+522.0%) Est. Cost $124.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWM	ISHARES TR	280,081 (+461.6%)	$84.15M (+580.3%)	5.1%	$290.09	—	RUSSELL 2000 ETF	464287655
MGK	VANGUARD WORLD FD	371,190 (+12730.6%)	$32.63M (+2970.2%)	2.0%	$89.75	—	MEGA GRWTH IND	921910816
IEMG	ISHARES INC	557,155 (+116.7%)	$46.15M (+157.4%)	2.8%	$75.63	—	CORE MSCI EMKT	46434G103
VOTE	TCW ETF TRUST	889,414 (+16.3%)	$78.42M (+34.4%)	4.7%	$66.55	—	TRANSFRM 500 ETF	29287L106
ESGV	VANGUARD WORLD FD	230,836 (+23.7%)	$30.53M (+45.7%)	1.8%	$103.39	—	ESG US STK ETF	921910733
IDV	ISHARES TR	187,685 (+3201.4%)	$7.776M (+3113.7%)	0.5%	$41.13	—	INTL SEL DIV ETF	464288448
VSGX	VANGUARD WORLD FD	234,590 (+35.9%)	$19.32M (+56.0%)	1.2%	$68.89	—	ESG INTL STK ETF	921910725
VWO	VANGUARD INTL EQUITY INDEX F	92,081 (+22.4%)	$5.496M (+35.2%)	0.3%	$53.45	—	FTSE EMR MKT ETF	922042858
VUG	VANGUARD INDEX FDS	69,537 (+522.0%)	$5.99M (+22.7%)	0.4%	$124.59	—	GROWTH ETF	922908736

Exited Positions (4)

EFV ISHARES TR 3.4%

Value $56.27M Shares 756,850 Est. Cost $71.41 Unrealized —

XLE SELECT SECTOR SPDR TR 2.2%

Value $35.82M Shares 584,760 Est. Cost $61.26 Unrealized —

AVDV AMERICAN CENTY ETF TR 1.8%

Value $29.46M Shares 295,050 Est. Cost $99.86 Unrealized —

IJH ISHARES TR 0.6%

Value $9.285M Shares 137,500 Est. Cost $67.53 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EFV	ISHARES TR	756,850	$56.27M	3.4%	$71.41	—	—	464288877
XLE	SELECT SECTOR SPDR TR	584,760	$35.82M	2.2%	$61.26	—	—	81369Y506
AVDV	AMERICAN CENTY ETF TR	295,050	$29.46M	1.8%	$99.86	—	—	025072802
IJH	ISHARES TR	137,500	$9.285M	0.6%	$67.53	—	—	464287507

Decreased Positions (10)

VOO VANGUARD INDEX FDS 55.3%

Value $920M (+9.5%) Shares 1,339,649 (-4.8%) Est. Cost $432.75 Unrealized —

VXUS VANGUARD STAR FDS 14.3%

Value $239M (+5.1%) Shares 2,790,197 (-5.2%) Est. Cost $60.38 Unrealized —

VMBS VANGUARD SCOTTSDALE FDS 3.4%

Value $56.68M (-12.9%) Shares 1,210,865 (-12.6%) Est. Cost $46.96 Unrealized —

VCLT VANGUARD SCOTTSDALE FDS 2.7%

Value $45.32M (-14.9%) Shares 602,320 (-15.5%) Est. Cost $79.21 Unrealized —

ECG EVERUS CONSTR GROUP 0.6%

Value $10.43M (+36.8%) Shares 62,842 (-2.7%) Est. Cost $53.82 Unrealized —

EFG ISHARES TR 0.1%

Value $2.279M (-33.2%) Shares 18,315 (-40.2%) Est. Cost $107.75 Unrealized —

DFSI DIMENSIONAL ETF TRUST 0.3%

Value $4.419M (-5.3%) Shares 97,979 (-10.9%) Est. Cost $41.59 Unrealized —

ACWI ISHARES TR 0.1%

Value $2.125M (+11.5%) Shares 13,536 (-1.8%) Est. Cost $108.17 Unrealized —

VGVT VANGUARD MALVERN FDS 0.0%

Value $486K (-12.9%) Shares 6,458 (-12.5%) Est. Cost $75.65 Unrealized —

VPL VANGUARD INTL EQUITY INDEX F 0.0%

Value $79,248 (-6.3%) Shares 685 (-20.8%) Est. Cost $77.03 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	1,339,649 (-4.8%)	$920M (+9.5%)	55.3%	$432.75	—	S&P 500 ETF SHS	922908363
VXUS	VANGUARD STAR FDS	2,790,197 (-5.2%)	$239M (+5.1%)	14.3%	$60.38	—	VG TL INTL STK F	921909768
VMBS	VANGUARD SCOTTSDALE FDS	1,210,865 (-12.6%)	$56.68M (-12.9%)	3.4%	$46.96	—	MTG-BKD SECS ETF	92206C771
VCLT	VANGUARD SCOTTSDALE FDS	602,320 (-15.5%)	$45.32M (-14.9%)	2.7%	$79.21	—	LG-TERM COR BD	92206C813
ECG	EVERUS CONSTR GROUP	62,842 (-2.7%)	$10.43M (+36.8%)	0.6%	$53.82	—	COM	300426103
EFG	ISHARES TR	18,315 (-40.2%)	$2.279M (-33.2%)	0.1%	$107.75	—	EAFE GRWTH ETF	464288885
DFSI	DIMENSIONAL ETF TRUST	97,979 (-10.9%)	$4.419M (-5.3%)	0.3%	$41.59	—	INTERNATIONAL	25434V690
ACWI	ISHARES TR	13,536 (-1.8%)	$2.125M (+11.5%)	0.1%	$108.17	—	MSCI ACWI ETF	464288257
VGVT	VANGUARD MALVERN FDS	6,458 (-12.5%)	$486K (-12.9%)	0.0%	$75.65	—	GOVT ACTIV ETF	922020714
VPL	VANGUARD INTL EQUITY INDEX F	685 (-20.8%)	$79,248 (-6.3%)	0.0%	$77.03	—	FTSE PACIFIC ETF	922042866

Unchanged Positions (8)

VTV VANGUARD INDEX FDS 0.2%

Value $3.176M Shares 14,573 Est. Cost $166.48 Unrealized —

KNF KNIFE RIVER CORP 0.5%

Value $8.491M Shares 101,510 Est. Cost $70.17 Unrealized —

MDU MDU RES GROUP INC 0.3%

Value $5.205M Shares 245,414 Est. Cost $10.98 Unrealized —

PEP PEPSICO INC 0.0%

Value $423K Shares 3,126 Est. Cost $143.48 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 0.0%

Value $320K Shares 4,485 Est. Cost $64.09 Unrealized —

VTG VANGUARD MALVERN FDS 0.2%

Value $3.434M Shares 45,614 Est. Cost $76.14 Unrealized —

MUB ISHARES TR 0.0%

Value $84,482 Shares 785 Est. Cost $106.15 Unrealized —

PFF ISHARES TR 0.0%

Value $6,098 Shares 200 Est. Cost $34.66 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTV	VANGUARD INDEX FDS	14,573	$3.176M	0.2%	$166.48	—	VALUE ETF	922908744
KNF	KNIFE RIVER CORP	101,510	$8.491M	0.5%	$70.17	—	COMMON STOCK	498894104
MDU	MDU RES GROUP INC	245,414	$5.205M	0.3%	$10.98	—	COM	552690109
PEP	PEPSICO INC	3,126	$423K	0.0%	$143.48	—	COM	713448108
VEA	VANGUARD TAX-MANAGED FDS	4,485	$320K	0.0%	$64.09	—	VAN FTSE DEV MKT	921943858
VTG	VANGUARD MALVERN FDS	45,614	$3.434M	0.2%	$76.14	—	TOTAL TREASURY	922020680
MUB	ISHARES TR	785	$84,482	0.0%	$106.15	—	NATIONAL MUN ETF	464288414
PFF	ISHARES TR	200	$6,098	0.0%	$34.66	—	PFD AND INCM SEC	464288687