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Roundangle Advisors Llc

Portfolio Manager
RoundAngle Advisors LLC
Performance
-2.38% (2026 Q1)
AUM (13F)
$133.81M
# of Holdings
60
Performance Rank
Allocation (Top 20)
60.4%

Roundangle Advisors Llc Holdings Map

Top 50 Roundangle Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
4.98%15.5K$6.7M
-4.55%(-739)
2025-Q1: 15.7K shares2025-Q2: 15.7K shares2025-Q3: 15.7K shares2025-Q4: 16.2K shares2026-Q1: 15.5K shares
$247.70(+68.86%)
2026-03-31
IJH
ISHARES TR
4.39%87.0K$5.9M
-0.83%(-726)
2025-Q1: 88.3K shares2025-Q2: 85.1K shares2025-Q3: 83.6K shares2025-Q4: 87.8K shares2026-Q1: 87.0K shares
$62.44(+17.35%)
2026-03-31
VTV
VANGUARD INDEX FDS
4.38%29.8K$5.9M
+0.21%(+63)
2025-Q1: 27.5K shares2025-Q2: 27.7K shares2025-Q3: 27.4K shares2025-Q4: 29.8K shares2026-Q1: 29.8K shares
$173.30(+19.17%)
2026-03-31
SLV
ISHARES SILVER TR
4.38%85.9K$5.9M
-5.97%(-5.46K)
2025-Q1: 90.8K shares2025-Q2: 90.4K shares2025-Q3: 90.3K shares2025-Q4: 91.4K shares2026-Q1: 85.9K shares
$27.73(+137.70%)
2026-03-31
AAPL
APPLE INC
3.88%20.5K$5.2M
-1.21%(-250)
2025-Q1: 21.2K shares2025-Q2: 21.4K shares2025-Q3: 21.1K shares2025-Q4: 20.7K shares2026-Q1: 20.5K shares
$241.36(+17.74%)
2026-03-31
NOBL
PROSHARES TR
3.83%48.3K$5.1M
+0.84%(+404)
2025-Q1: 44.9K shares2025-Q2: 45.4K shares2025-Q3: 45.1K shares2025-Q4: 47.9K shares2026-Q1: 48.3K shares
$103.11(+3.93%)
2026-03-31
AVGO
BROADCOM INC
3.53%15.3K$4.7M
-4.66%(-747)
2025-Q1: 17.7K shares2025-Q2: 17.6K shares2025-Q3: 16.9K shares2025-Q4: 16.0K shares2026-Q1: 15.3K shares
$202.17(+111.39%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
3.25%73.1K$4.4M
+2.90%(+2.06K)
2025-Q1: 71.2K shares2025-Q2: 68.1K shares2025-Q3: 67.7K shares2025-Q4: 71.0K shares2026-Q1: 73.1K shares
$59.26(-0.37%)
2026-03-31
MTUM
ISHARES TR
3.05%17.0K$4.1M
+1.07%(+180)
2025-Q1: 13.7K shares2025-Q2: 14.7K shares2025-Q3: 14.9K shares2025-Q4: 16.9K shares2026-Q1: 17.0K shares
$212.34(+37.09%)
2026-03-31
VOE
VANGUARD INDEX FDS
2.91%21.2K$3.9M
+1.53%(+318)
2025-Q1: 27.6K shares2025-Q2: 27.1K shares2025-Q3: 18.5K shares2025-Q4: 20.8K shares2026-Q1: 21.2K shares
$165.54(+17.03%)
2026-03-31

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