RA
| |
RoundAngle Advisors LLC13F | |
| RoundAngle Advisors LLC | |
| Last update 2026-04-08 | 60 Stocks (2 new) |
| Value $134.00 Mil | Turnover 2 % |
RoundAngle Advisors LLC Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares | 15,488 | 6,664.3 | -4.55% | 4.980 | -0.21% | 0.000 | -6.74% | -5.72% | 132,638.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 87,046 | 5,878.2 | -0.83% | 4.390 | -0.03% | 0.010 | +13.69% | +16.04% | 122,329.3 | ||
VTV | Vanguard Value ETF | 29,840 | 5,854.6 | +0.21% | 4.380 | +0.01% | 0.000 | +12.44% | +15.55% | 246,431.8 | ||
SLV | iShares Silver Trust | 85,916 | 5,854.3 | -5.97% | 4.380 | -0.26% | 0.020 | -12.33% | -17.29% | 28,329.0 | ||
AAPL | Apple Inc | 20,466 | 5,194.1 | -1.21% | 3.880 | -0.05% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 48,283 | 5,118.5 | +0.84% | 3.830 | +0.03% | 0.050 | +7.61% | +9.32% | 11,570.4 | ||
AVGO | Broadcom Inc | 15,266 | 4,725.0 | -4.66% | 3.530 | -0.19% | 0.000 | +18.16% | +5.86% | 1,736,611.9 | Semiconductors | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 73,103 | 4,353.3 | +2.90% | 3.250 | +0.09% | 0.010 | +1.10% | +0.29% | 49,752.8 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 17,030 | 4,087.0 | +1.07% | 3.050 | +0.03% | 0.020 | +36.90% | +30.40% | 27,134.1 | ||
VOE | Vanguard Mid-Cap Value ETF | 21,162 | 3,899.7 | +1.53% | 2.910 | +0.04% | 0.020 | +9.07% | +13.38% | 37,232.2 |
RoundAngle Advisors LLC's Historical Top Holdings Breakdowns
RoundAngle Advisors LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EPI | WisdomTree India Earnings Fund | 2026-03-31 | Reduce Reduce | -0.50% | 39.59 ($44.22) 46.82 | $42.91 | -2.96% | Reduce -39.32% | 22,966 | -14,882 | |
SLV | iShares Silver Trust | 2026-03-31 | Reduce Reduce | -0.26% | 60.77 ($75.98) 105.6 | $53.28 | -29.88% | Reduce -5.97% | 85,916 | -5,457 | |
GLD | SPDR Gold Shares | 2026-03-31 | Reduce Reduce | -0.21% | 398.28 ($447.84) 495.9 | $373.63 | -16.57% | Reduce -4.55% | 15,488 | -739 | |
AVGO | Broadcom Inc | 2026-03-31 | Reduce Reduce | -0.19% | 293.41 ($329.05) 354.61 | $365.02 | 10.93% | Reduce -4.66% | 15,266 | -747 | |
ETHA | iShares Ethereum Trust ETF | 2026-03-31 | Add Add | +0.19% | 14.03 ($18.09) 25.59 | $11.89 | -34.27% | Add 70.14% | 37,656 | 15,523 | |
EWJ | iShares MSCI Japan ETF | 2026-03-31 | Reduce Reduce | -0.18% | 81.2 ($86.54) 93.97 | $92.80 | 7.23% | Reduce -11.1% | 24,245 | -3,028 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2026-03-31 | New Buy New Buy | +0.18% | 53.77 ($57.83) 59.96 | $59.42 | 2.75% | New holding | 4,218 | 4,218 | |
PLTR | Palantir Technologies Inc | 2026-03-31 | Reduce Reduce | -0.17% | 128.84 ($152.9) 181.68 | $112.93 | -26.14% | Reduce -14.9% | 7,582 | -1,328 | |
SPYM |
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
| 2026-03-31 | New Buy New Buy | +0.16% | 74.38 ($79.99) 81.85 | $85.76 | 7.21% | New holding | 2,800 | 2,800 | |
GEO | The GEO Group Inc | 2026-03-31 | Sold Out Sold Out | -0.14% | 13.26 ($15.88) 18.57 | $30.36 | 91.18% | Sold Out | 0 | -11,564 |
RoundAngle Advisors LLC Total Holding History ($B)
RoundAngle Advisors LLC's Asset Allocation
RoundAngle Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
RoundAngle Advisors LLC's Hypothetical Growth since 2026-03-31
RoundAngle Advisors LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
RoundAngle Advisors LLC's Holdings Heat Map
Size field:
RoundAngle Advisors LLC's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers