RoundAngle Advisors

RoundAngle Advisors as of March 31, 2026

Portfolio Holdings for RoundAngle Advisors

RoundAngle Advisors holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 5.0 $6.7M 16k 430.29
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $5.9M 87k 67.53
Vanguard Index Fds Value Etf (VTV) 4.4 $5.9M 30k 196.20
Ishares Silver Tr Ishares (SLV) 4.4 $5.9M 86k 68.14
Apple (AAPL) 3.9 $5.2M 21k 253.79
Proshares Tr S&p 500 Dv Arist (NOBL) 3.8 $5.1M 48k 106.01
Broadcom (AVGO) 3.5 $4.7M 15k 309.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.3 $4.4M 73k 59.55
Ishares Tr Msci Usa Mmentm (MTUM) 3.1 $4.1M 17k 239.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.9 $3.9M 21k 184.28
NVIDIA Corporation (NVDA) 2.6 $3.5M 20k 174.40
Wal-Mart Stores (WMT) 2.4 $3.2M 26k 124.28
Amazon (AMZN) 2.4 $3.2M 15k 208.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $3.1M 53k 58.54
Alphabet Cap Stk Cl A (GOOGL) 2.3 $3.0M 11k 287.56
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $2.8M 23k 124.31
Vanguard Index Fds Growth Etf (VUG) 2.1 $2.8M 6.3k 436.79
Williams Companies (WMB) 2.0 $2.6M 36k 72.78
JPMorgan Chase & Co. (JPM) 1.9 $2.5M 8.6k 294.16
Microsoft Corporation (MSFT) 1.9 $2.5M 6.7k 370.15
Exxon Mobil Corporation (XOM) 1.8 $2.5M 15k 169.66
Goldman Sachs (GS) 1.8 $2.4M 2.8k 845.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.4M 29k 82.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $2.3M 11k 217.24
Abbvie (ABBV) 1.7 $2.3M 10k 217.48
International Business Machines (IBM) 1.7 $2.2M 9.3k 242.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $2.2M 3.00 718140.00
Altria (MO) 1.6 $2.1M 32k 65.99
Eli Lilly & Co. (LLY) 1.5 $2.1M 2.2k 919.77
Ishares Msci Japan Etf (EWJ) 1.5 $2.0M 24k 84.44
Digital Realty Trust (DLR) 1.3 $1.8M 9.9k 180.21
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.8M 2.7k 653.21
Spdr Series Trust State Street Spd (XAR) 1.3 $1.7M 6.7k 253.98
Visa Com Cl A (V) 1.3 $1.7M 5.6k 302.24
Meta Platforms Cl A (META) 1.2 $1.7M 2.9k 572.13
Verizon Communications (VZ) 1.2 $1.6M 33k 50.20
Chubb (CB) 1.2 $1.5M 4.7k 325.93
Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.5M 17k 90.53
Ishares Tr Ishares Semicdtr (SOXX) 1.1 $1.5M 4.6k 328.66
Ocular Therapeutix (OCUL) 1.1 $1.4M 167k 8.47
Select Sector Spdr Tr State Street Con (XLP) 1.0 $1.3M 16k 81.98
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $1.3M 33k 38.42
D.R. Horton (DHI) 0.9 $1.3M 9.2k 137.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $1.1M 20k 56.68
Palantir Technologies Cl A (PLTR) 0.8 $1.1M 7.6k 146.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.1M 14k 79.27
Select Sector Spdr Tr State Street Fin (XLF) 0.7 $973k 20k 49.37
Wisdomtree Tr India Erngs Fd (EPI) 0.7 $937k 23k 40.80
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.6 $823k 13k 62.68
Spdr Series Trust State Street Spd (XOP) 0.5 $659k 3.6k 181.83
Ishares Ethereum Tr SHS (ETHA) 0.4 $596k 38k 15.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $527k 6.7k 78.41
Ishares Tr Russell 2000 Etf (IWM) 0.4 $513k 2.1k 248.00
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $450k 5.8k 77.18
Parker-Hannifin Corporation (PH) 0.3 $396k 442.00 895.24
Alphabet Cap Stk Cl C (GOOG) 0.3 $390k 1.4k 286.86
Vanguard Index Fds Small Cp Etf (VB) 0.2 $240k 916.00 261.92
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $234k 4.2k 55.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $219k 2.7k 82.57
Spdr Series Trust State Street Spd (SPYM) 0.2 $214k 2.8k 76.54