Filed: 11/6/2025ACC: 0001398344-25-020441
📋 What this filing means
ANGELES INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$1.52B
Total AUM (reported)
10.32M
Total Shares
Allocation by class
S&P 500 ETF SHS$742.73M48.8%
VG TL INTL STK F$242.70M15.9%
MEGA GRWTH IND$145.03M9.5%
MTG-BKD SECS ETF$90.33M5.9%
LG-TERM COR BD$85.48M5.6%
TRANSFRM 500 ETF$57.26M3.8%
RUSSELL 2000 ETF$54.23M3.6%
Portfolio Concentration
Top 3$1.13B74.2%
4–10$342.85M22.5%
11–25$49.33M3.2%
Rest$141.5K0.0%
Top 3 weight
74.2%
Top 10 weight
96.8%
Voting Authority Distribution
Total shares with voting rights: 10.32M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings30
Rows:
VANGUARD INDEX FDS
SOLEShares1.21M
TypeSH
Market value$742.73M
48.77%
Sole
0.00
Shared
0.00
None
1.21M
VANGUARD STAR FDS
SOLEShares3.30M
TypeSH
Market value$242.70M
15.94%
Sole
0.00
Shared
0.00
None
3.30M
VANGUARD WORLD FD
SOLEShares360.39K
TypeSH
Market value$145.03M
9.52%
Sole
0.00
Shared
0.00
None
360.39K
VANGUARD SCOTTSDALE FDS
SOLEShares1.92M
TypeSH
Market value$90.33M
5.93%
Sole
0.00
Shared
0.00
None
1.92M
VANGUARD SCOTTSDALE FDS
SOLEShares1.10M
TypeSH
Market value$85.48M
5.61%
Sole
0.00
Shared
0.00
None
1.10M
TCW ETF TRUST
SOLEShares729.57K
TypeSH
Market value$57.26M
3.76%
Sole
0.00
Shared
0.00
None
729.57K
ISHARES TR
SOLEShares224.14K
TypeSH
Market value$54.23M
3.56%
Sole
0.00
Shared
0.00
None
224.14K
ISHARES INC
SOLEShares373K
TypeSH
Market value$29.92M
1.96%
Sole
0.00
Shared
0.00
None
373K
ISHARES TR
SOLEShares227K
TypeSH
Market value$14.95M
0.98%
Sole
0.00
Shared
0.00
None
227K
VANGUARD WORLD FD
SOLEShares90.19K
TypeSH
Market value$10.68M
0.70%
Sole
0.00
Shared
0.00
None
90.19K
KNIFE RIVER CORP
SOLEShares106.85K
TypeSH
Market value$8.21M
0.54%
Sole
0.00
Shared
0.00
None
106.85K
VANGUARD INDEX FDS
SOLEShares13.89K
TypeSH
Market value$6.66M
0.44%
Sole
0.00
Shared
0.00
None
13.89K
VANGUARD WORLD FD
SOLEShares94.83K
TypeSH
Market value$6.58M
0.43%
Sole
0.00
Shared
0.00
None
94.83K
EVERUS CONSTR GROUP
SOLEShares64.58K
TypeSH
Market value$5.54M
0.36%
Sole
0.00
Shared
0.00
None
64.58K
MDU RES GROUP INC
SOLEShares258.33K
TypeSH
Market value$4.60M
0.30%
Sole
0.00
Shared
0.00
None
258.33K
VANGUARD INDEX FDS
SOLEShares18.36K
TypeSH
Market value$3.42M
0.22%
Sole
0.00
Shared
0.00
None
18.36K
VANGUARD INTL EQUITY INDEX F
SOLEShares59.12K
TypeSH
Market value$3.20M
0.21%
Sole
0.00
Shared
0.00
None
59.12K
VANGUARD INTL EQUITY INDEX F
SOLEShares39.83K
TypeSH
Market value$3.18M
0.21%
Sole
0.00
Shared
0.00
None
39.83K
DIMENSIONAL ETF TRUST
SOLEShares72.06K
TypeSH
Market value$2.95M
0.19%
Sole
0.00
Shared
0.00
None
72.06K
ISHARES TR
SOLEShares14.44K
TypeSH
Market value$2.00M
0.13%
Sole
0.00
Shared
0.00
None
14.44K
ISHARES TR
SOLEShares17.41K
TypeSH
Market value$1.98M
0.13%
Sole
0.00
Shared
0.00
None
17.41K
PEPSICO INC
SOLEShares3.13K
TypeSH
Market value$439.0K
0.03%
Sole
0.00
Shared
0.00
None
3.13K
ISHARES TR
SOLEShares3.20K
TypeSH
Market value$304.5K
0.02%
Sole
0.00
Shared
0.00
None
3.20K
ISHARES TR
SOLEShares4.94K
TypeSH
Market value$180.6K
0.01%
Sole
0.00
Shared
0.00
None
4.94K
VANGUARD INTL EQUITY INDEX F
SOLEShares925.00
TypeSH
Market value$81.3K
<0.01%
Sole
0.00
Shared
0.00
None
925.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.21M | SH | $742.73M 48.77% | 0.00 | 0.00 | 1.21M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 3.30M | SH | $242.70M 15.94% | 0.00 | 0.00 | 3.30M |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 360.39K | SH | $145.03M 9.52% | 0.00 | 0.00 | 360.39K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 1.92M | SH | $90.33M 5.93% | 0.00 | 0.00 | 1.92M |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 1.10M | SH | $85.48M 5.61% | 0.00 | 0.00 | 1.10M |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 729.57K | SH | $57.26M 3.76% | 0.00 | 0.00 | 729.57K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 224.14K | SH | $54.23M 3.56% | 0.00 | 0.00 | 224.14K |
ISHARES INCSOLE | MSCI JPN ETF NEW | 373K | SH | $29.92M 1.96% | 0.00 | 0.00 | 373K |
ISHARES TRSOLE | MSCI CHINA ETF | 227K | SH | $14.95M 0.98% | 0.00 | 0.00 | 227K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 90.19K | SH | $10.68M 0.70% | 0.00 | 0.00 | 90.19K |
KNIFE RIVER CORPSOLE | COMMON STOCK | 106.85K | SH | $8.21M 0.54% | 0.00 | 0.00 | 106.85K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.89K | SH | $6.66M 0.44% | 0.00 | 0.00 | 13.89K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 94.83K | SH | $6.58M 0.43% | 0.00 | 0.00 | 94.83K |
EVERUS CONSTR GROUPSOLE | COM | 64.58K | SH | $5.54M 0.36% | 0.00 | 0.00 | 64.58K |
MDU RES GROUP INCSOLE | COM | 258.33K | SH | $4.60M 0.30% | 0.00 | 0.00 | 258.33K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 18.36K | SH | $3.42M 0.22% | 0.00 | 0.00 | 18.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 59.12K | SH | $3.20M 0.21% | 0.00 | 0.00 | 59.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 39.83K | SH | $3.18M 0.21% | 0.00 | 0.00 | 39.83K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 72.06K | SH | $2.95M 0.19% | 0.00 | 0.00 | 72.06K |
ISHARES TRSOLE | MSCI ACWI ETF | 14.44K | SH | $2.00M 0.13% | 0.00 | 0.00 | 14.44K |
ISHARES TRSOLE | EAFE GRWTH ETF | 17.41K | SH | $1.98M 0.13% | 0.00 | 0.00 | 17.41K |
PEPSICO INCSOLE | COM | 3.13K | SH | $439.0K 0.03% | 0.00 | 0.00 | 3.13K |
ISHARES TRSOLE | MBS ETF | 3.20K | SH | $304.5K 0.02% | 0.00 | 0.00 | 3.20K |
ISHARES TRSOLE | INTL SEL DIV ETF | 4.94K | SH | $180.6K 0.01% | 0.00 | 0.00 | 4.94K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 925.00 | SH | $81.3K <0.01% | 0.00 | 0.00 | 925.00 |
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