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CIK: 0002049176
Total reported value
$133.8M
$133.8M
57 檔
17.7%
According to the latest 13F quarterly dataset, RoundAngle Advisors LLC managed an equity portfolio of $133.8M at the end of Q1 2025, spanning 57 distinct U.S. exchange-listed positions.
During Q1 2025, RoundAngle Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IJH, VTV, AAPL) accounted for 17.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.73% | +0.17% | +1.99% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.36% | +0.24% | +1.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.32% | -0.22% | -1.21% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 4.22% | +0.20% | +2.99% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 4.14% | +0.30% | +3.13% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.06% | +0.22% | +26.75% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.89% | +0.15% | -1.76% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.83% | +0.12% | -1.37% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.73% | -0.51% | -0.46% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | -0.18% | -0.21% | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 2.58% | +0.09% | +4.80% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.54% | -0.02% | +5.62% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.44% | +1.54% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.20% | -0.04% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.09% | +0.24% | +5.81% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 2.00% | -0.31% | +4.24% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | +0.16% | +1.41% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.95% | +0.34% | +0.72% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.91% | -0.03% | +2.12% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.23% | +11.09% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.13% | +4.04% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.88% | +0.12% | +1.30% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | -0.14% | +7.95% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.78% | +0.09% | -2.53% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | -0.14% | +7.46% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.60% | -0.07% | +3.57% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.58% | +0.28% | +9.98% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | -0.16% | +1.93% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-Other | 1.50% | -0.58% | +12.70% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | -0.20% | +1.82% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | +0.56% | +2.97% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.37% | -0.07% | +8.31% | |
| 33 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.33% | +0.14% | — | |
| 34 | OCUL | Ocular Therapeutix Inc | Stock-Other | 1.32% | -0.44% | -1.30% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.31% | +0.31% | +9.53% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.04% | +14.13% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.01% | +2.20% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.18% | -0.07% | +0.88% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.15% | -0.17% | +4.74% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | +0.05% | -0.15% | |
| 41 | CB | Chubb Limited | Stock-Financials | 1.14% | +0.09% | +8.01% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.96% | +0.02% | -1.78% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.93% | +0.09% | +2.40% | |
| 44 | GEO | Geo Group Inc/the | Stock-Other | 0.93% | -0.14% | EXIT | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.90% | -0.07% | +15.08% | |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.86% | +0.17% | +3.17% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.32% | +0.40% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.84% | +0.16% | +3.93% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.72% | +0.16% | +19.13% | |
| 50 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.60% | — | +6.30% |
According to official SEC Form 13F filings, RoundAngle Advisors LLC reported a total U.S. public equity portfolio value of $133.8M across 57 disclosed positions in Q1 2025.
During Q1 2025, RoundAngle Advisors LLC's top holdings by market value included IJH (4.7%)、VTV (4.4%)、AAPL (4.3%). The largest single position, IJH, represented 4.7% of total portfolio value.
In Q1 2025, RoundAngle Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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