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CIK: 0002049176
Total reported value
$133.8M
$133.8M
58 檔
18.2%
The Q2 2025 SEC filing reveals that RoundAngle Advisors LLC held a total portfolio value of $133.8M, covering 58 public equity positions.
During Q2 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, AVGO) accounted for 18.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.41% | +0.17% | -3.60% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.09% | +0.24% | +1.00% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.05% | -0.51% | -0.67% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.99% | +0.30% | +0.23% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.82% | +0.20% | +1.08% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.72% | +0.22% | -1.79% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.22% | +1.19% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.40% | +0.15% | -4.39% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.94% | -0.02% | +7.07% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.18% | -0.19% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.44% | +0.14% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | -0.23% | +5.35% | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 2.48% | +0.09% | -0.36% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.48% | +0.12% | -3.89% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 2.24% | -0.31% | +3.96% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.12% | +0.24% | +0.41% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | -0.14% | +2.66% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.13% | +0.34% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.89% | +0.16% | -0.27% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.87% | +0.34% | +0.71% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.83% | -0.04% | — | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.77% | +0.12% | +2.16% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.68% | -0.07% | +4.09% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.68% | +0.09% | -1.21% | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.61% | -0.07% | +1.32% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | -0.20% | +4.10% | |
| 27 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.57% | +0.14% | +6.96% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.04% | +3.35% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | -0.03% | +1.10% | |
| 30 | EPI | Wisdomtree India Earnings | ETF-Other | 1.53% | -0.58% | +3.51% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | -0.14% | +1.60% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 1.44% | +0.28% | +2.90% | |
| 33 | OCUL | Ocular Therapeutix Inc | Stock-Other | 1.44% | -0.44% | -5.19% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | -0.16% | +4.82% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.33% | -0.17% | -2.53% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | +0.56% | +0.74% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.01% | +0.99% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.21% | -0.32% | -2.18% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.18% | +0.31% | +3.67% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | +0.05% | +1.14% | |
| 41 | CB | Chubb Limited | Stock-Financials | 1.08% | +0.09% | +8.56% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -0.07% | +0.28% | |
| 43 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.02% | +0.16% | +1.99% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.00% | +0.09% | +19.38% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.91% | +0.02% | +4.00% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.88% | -0.07% | +1.81% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.86% | +0.16% | +3.44% | |
| 48 | GEO | Geo Group Inc/the | Stock-Other | 0.70% | -0.14% | EXIT | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.68% | — | +3.61% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.47% | -0.02% | -10.00% |
According to official SEC Form 13F filings, RoundAngle Advisors LLC reported a total U.S. public equity portfolio value of $133.8M across 58 disclosed positions in Q2 2025.
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During Q2 2025, RoundAngle Advisors LLC's top holdings by market value included IJH (4.4%)、VTV (4.1%)、AVGO (4.0%). The largest single position, IJH, represented 4.4% of total portfolio value.
In Q2 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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