13F Filings History of RoundAngle Advisors LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$137,343,396
Signature - Title
Manuela Diaz - Chief Operating Officer & Director of Client Services
Location
Red Bank, NJ
Summary
This page shows a list of all the recent 13F filings made by RoundAngle Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RoundAngle Advisors LLC reported 59 stock holdings with total value $137,343,396 as of Q4 2025. Top holdings included GLD, SLV, IJH, VTV, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $137,343,396 +$5,505,943 -$1,603,473 +$3,902,470 GLD, SLV, IJH, VTV, AAPL 13F-HR 12 Jan 2026, 09:51
Q3 2025 59 $129,127,405 +$3,158,846 -$3,338,617 -$179,771 AVGO, GLD, IJH, AAPL, VTV 13F-HR 10 Oct 2025, 15:31
Q2 2025 58 $119,722,957 +$2,189,458 -$1,665,040 +$524,418 IJH, VTV, AVGO, GLD, NOBL 13F-HR 25 Jul 2025, 16:21
Q1 2025 57 $108,871,888 +$8,080,249 -$2,424,671 +$5,655,578 IJH, VTV, AAPL, NOBL, GLD 13F-HR 25 Apr 2025, 19:26
Q4 2024 58 $105,005,337 $0 $0 $0 IJH, AAPL, VTV, NOBL, VGIT 13F-HR 16 Jan 2025, 10:43