RoundAngle Advisors LLC 13F Holdings · Q1 2026
RoundAngle Advisors LLC reported 60 securities worth $133.81M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: GLD (4.98%), IJH (4.39%), SLV (4.38%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $6.7M | 4.98% | 15,488 | Trimmed |
| 2 | IJH | ISHARES TR | $5.9M | 4.39% | 87,046 | Trimmed |
| 3 | SLV | ISHARES SILVER TR | $5.9M | 4.38% | 85,916 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $5.9M | 4.38% | 29,840 | Added |
| 5 | AAPL | APPLE INC | $5.2M | 3.88% | 20,466 | Trimmed |
| 6 | NOBL | PROSHARES TR | $5.1M | 3.83% | 48,283 | Added |
| 7 | AVGO | BROADCOM INC | $4.7M | 3.53% | 15,266 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $4.4M | 3.25% | 73,103 | Added |
| 9 | MTUM | ISHARES TR | $4.1M | 3.05% | 17,030 | Added |
| 10 | VOE | VANGUARD INDEX FDS | $3.9M | 2.91% | 21,162 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $3.5M | 2.58% | 19,795 | Trimmed |
| 12 | WMT | WALMART INC | $3.2M | 2.39% | 25,695 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $3.2M | 2.37% | 15,214 | Added |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $3.1M | 2.32% | 53,041 | Added |
| 15 | GOOGL | ALPHABET INC | $3.0M | 2.27% | 10,546 | Trimmed |
| 16 | IJR | ISHARES TR | $2.8M | 2.12% | 22,826 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $2.8M | 2.06% | 6,318 | Added |
| 18 | WMB | WILLIAMS COS INC | $2.6M | 1.96% | 36,014 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.90% | 8,623 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $2.5M | 1.85% | 6,697 | Added |
| 21 | XOM | EXXON MOBIL CORP | $2.5M | 1.83% | 14,453 | Added |
| 22 | GS | GOLDMAN SACHS GROUP INC | $2.4M | 1.79% | 2,839 | Trimmed |
| 23 | VCIT | VANGUARD SCOTTSDALE FDS | $2.4M | 1.76% | 28,497 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $2.3M | 1.73% | 10,657 | Added |
| 25 | ABBV | ABBVIE INC | $2.3M | 1.70% | 10,445 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR