Roundangle Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$133.8M
Q ending 2026-03-31
Prior quarter
$137.3M
Q ending 2025-12-31
Change
-2.6% QoQ · +22.9% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Gold Tr | GLD | Shares | $6.7M | 15K |
| Ishares Tr | IJH | Shares | $5.9M | 87K |
| Vanguard Index Fds | VTV | Shares | $5.9M | 30K |
| Ishares Silver Tr | SLV | Shares | $5.9M | 86K |
| Apple Inc | AAPL | Shares | $5.2M | 20K |
| Proshares Tr | NOBL | Shares | $5.1M | 48K |
| Broadcom Inc | AVGO | Shares | $4.7M | 15K |
| Vanguard Scottsdale Fds | VGIT | Shares | $4.4M | 73K |
| Ishares Tr | MTUM | Shares | $4.1M | 17K |
| Vanguard Index Fds | VOE | Shares | $3.9M | 21K |
| Nvidia Corporation | NVDA | Shares | $3.5M | 20K |
| Walmart Inc | WMT | Shares | $3.2M | 26K |
| Amazon Com Inc | AMZN | Shares | $3.2M | 15K |
| Vanguard Scottsdale Fds | VGSH | Shares | $3.1M | 53K |
| Alphabet Inc | GOOGL | Shares | $3.0M | 11K |
| Ishares Tr | IJR | Shares | $2.8M | 23K |
| Vanguard Index Fds | VUG | Shares | $2.8M | 6K |
| Williams Cos Inc | WMB | Shares | $2.6M | 36K |
| Jpmorgan Chase & Co | JPM | Shares | $2.5M | 9K |
| Microsoft Corp | MSFT | Shares | $2.5M | 7K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 14K |
| Goldman Sachs Group Inc | GS | Shares | $2.4M | 3K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.4M | 28K |
| Vanguard Index Fds | VBR | Shares | $2.3M | 11K |
| Abbvie Inc | ABBV | Shares | $2.3M | 10K |
| International Business Machs | IBM | Shares | $2.2M | 9K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Altria Group Inc | MO | Shares | $2.1M | 32K |
| Eli Lilly & Co | LLY | Shares | $2.1M | 2K |
| Ishares Inc | EWJ | Shares | $2.0M | 24K |
| Digital Rlty Tr Inc | DLR | Shares | $1.8M | 10K |
| Ishares Tr | IVV | Shares | $1.8M | 3K |
| Spdr Series Trust | XAR | Shares | $1.7M | 7K |
| Visa Inc | V | Shares | $1.7M | 6K |
| Meta Platforms Inc | META | Shares | $1.7M | 3K |
| Verizon Communications Inc | VZ | Shares | $1.6M | 33K |
| Chubb Ltd Switz | Shares | $1.5M | 5K | |
| Ishares Tr | IEFA | Shares | $1.5M | 17K |
| Ishares Tr | SOXX | Shares | $1.5M | 5K |
| Ocular Therapeutix Inc | OCUL | Shares | $1.4M | 166K |
| Select Sector Spdr Tr | XLP | Shares | $1.3M | 16K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.3M | 33K |
| D R Horton Inc | DHI | Shares | $1.3M | 9K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.1M | 20K |
| Palantir Technologies Inc | PLTR | Shares | $1.1M | 8K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.1M | 14K |
| Select Sector Spdr Tr | XLF | Shares | $973K | 20K |
| Wisdomtree Tr | EPI | Shares | $937K | 23K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $823K | 13K |
| Spdr Series Trust | XOP | Shares | $659K | 4K |
| Ishares Ethereum Tr | ETHA | Shares | $596K | 38K |
| Vanguard Bd Index Fds | BSV | Shares | $527K | 7K |
| Ishares Tr | IWM | Shares | $513K | 2K |
| Vanguard Bd Index Fds | BIV | Shares | $450K | 6K |
| Parker-Hannifin Corp | PH | Shares | $396K | 442 |
| Alphabet Inc | GOOG | Shares | $390K | 1K |
| Vanguard Index Fds | VB | Shares | $240K | 916 |
| J P Morgan Exchange Traded F | JEPQ | Shares | $234K | 4K |
| Ishares Tr | SHY | Shares | $219K | 3K |
| Spdr Series Trust | SPYM | Shares | $214K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.