RoundAngle Advisors LLC 13F Holdings
CIK 0002049176 · RED BANK, NJ
As of Sep 30, 2025, RoundAngle Advisors LLC reported 59 positions worth
CIK 0002049176 · RED BANK, NJ
As of Sep 30, 2025, RoundAngle Advisors LLC reported 59 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 16,939 | $5.6M | 4.33% |
| SPDR GOLD TRUST | GQ9 | — | 15,720 | $5.6M | 4.33% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 83,599 | $5.5M | 4.23% |
| APPLE INC | AAPL | Technology | 21,121 | $5.4M | 4.16% |
| VANGUARD VALUE INDEX FUND | VTV | — | 27,444 | $5.1M | 3.96% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 45,080 | $4.6M | 3.60% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 67,672 | $4.1M | 3.15% |
| ISHARES SILVER TRUST | SLV | — | 90,321 | $3.8M | 2.96% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 14,871 | $3.8M | 2.95% |
| NVIDIA CORP | NVDA | Technology | 20,278 | $3.8M | 2.93% |
| MICROSOFT CORP | MSFT | Technology | 6,375 | $3.3M | 2.56% |
| AMAZON.COM INC | AMZN | Equity | 14,994 | $3.3M | 2.55% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 18,511 | $3.2M | 2.50% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 50,155 | $3.0M | 2.29% |
| WALMART INC | WMT | Consumer Defensive | 26,029 | $2.7M | 2.08% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,557 | $2.7M | 2.06% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,367 | $2.6M | 2.04% |
| ALPHABET INC | GOOGL | Equity | 10,734 | $2.6M | 2.02% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 9,042 | $2.6M | 1.98% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 20,640 | $2.5M | 1.90% |
| ABBVIE INC | ABBV | Equity | 10,003 | $2.3M | 1.79% |
| WILLIAMS COMPANIES INC | WMB | Energy | 35,731 | $2.3M | 1.75% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 3 | $2.3M | 1.75% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2,830 | $2.3M | 1.75% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 10,317 | $2.2M | 1.67% |