Nick Shaver
Angeles Investment Advisors, Llc
Assets Managed
$1.488B
Holdings
31
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-0.74%(2Q avg: -1.15%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Angeles Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Angeles Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.488B in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Nick Shaver, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 56.51% | $840.535M 1.407M shares@ $597.55 avg price | Increased 19.16% |
VXUS Vanguard Total Intl Stock
| 15.26% | $227.003M 2.944M shares@ $77.12 avg price | Increased 3.56% |
VMBS Vanguard Mortgage-backed Sec
| 4.38% | $65.049M 1.386M shares@ $46.95 avg price | Decreased -27.96% |
VOTE Tcw Transform 500 Etf
| 3.93% | $58.343M 764,656 shares@ $76.31 avg price | Decreased -4.54% |
EFV Ishares Msci Eafe Value Etf
| 3.79% | $56.272M 756,850 shares@ $74.36 avg price | Decreased -4.85% |
VCLT Vanguard Long-term Corp Bond
| 3.58% | $53.231M 712,400 shares@ $74.72 avg price | |
XLE Energy Select Sector Spdr
| 2.41% | $35.822M 584,760 shares@ $61.27 avg price | New Position |
AVDV Avantis Intl S C Value Etf
| 1.99% | $29.464M 295,050 shares@ $99.86 avg price | New Position |
ESGV Vanguard Esg Us Stock Etf
| 1.41% | $20.954M 186,640 shares@ $112.28 avg price | Increased 7.97% |
IEMG Ishares Core Msci Emerging
| 1.21% | $17.929M 257,050 shares@ $69.76 avg price | Decreased -0.94% |
1-10 of 31