RoundAngle Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 69.0%; sector active share 41.2% against the combined 13F book's sector weights.
Over time 6 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
60 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.3% | $71,309,930 |
| Technology | 14.6% | $19,208,551 |
| Financial Services | 8.6% | $11,299,324 |
| Communication Services | 5.1% | $6,737,180 |
| Healthcare | 4.4% | $5,739,327 |
| Consumer Defensive | 4.0% | $5,281,363 |
| Energy | 3.9% | $5,073,193 |
| Consumer Cyclical | 3.4% | $4,424,319 |
| Real Estate | 1.4% | $1,779,753 |
| Industrials | 0.3% | $395,696 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | +15,523 | 37,656 | $596,094 | |
| IBIT | iShares Bitcoin Trust ETF | +2,331 | 32,910 | $1,264,402 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +2,058 | 73,103 | $4,353,283 | |
| VZ | Verizon Communications Inc | +1,902 | 32,774 | $1,645,254 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +1,668 | 28,497 | $2,358,126 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +1,530 | 53,041 | $3,105,020 | |
| — | +1,262 | 13,131 | $823,051 | ||
| MO | Altria Group, Inc. | +1,145 | 31,641 | $2,087,989 | |
| IJR | iShares Core S&P Small-Cap ETF | +461 | 22,826 | $2,837,500 | |
| — | +404 | 48,283 | $2,559,240 | ||
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | +380 | 6,679 | $1,696,332 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | +318 | 21,162 | $3,899,733 | |
| — | +233 | 15,683 | $1,285,692 | ||
| META | Meta Platforms, Inc. | +227 | 2,917 | $1,668,903 | |
| MSFT | Microsoft Corp | +182 | 6,697 | $2,479,028 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | +180 | 17,030 | $4,087,029 | |
| SOXX | iShares Semiconductor ETF | +175 | 4,638 | $1,524,325 | |
| — | +145 | 3,624 | $658,951 | ||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +137 | 6,724 | $527,228 | |
| V | Visa Inc. | +120 | 5,586 | $1,688,312 | |
| VUG | VANGUARD GROWTH INDEX FUND | +112 | 6,318 | $2,759,637 | |
| IEFA | iShares Core MSCI EAFE ETF | +105 | 17,060 | $1,544,441 | |
| BIV | Vanguard Bond Index Funds | +77 | 5,825 | $449,573 | |
| CB | Chubb Ltd | +68 | 4,740 | $1,544,908 | |
| VTV | VANGUARD VALUE INDEX FUND | +63 | 29,840 | $5,854,608 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPI | WisdomTree India Earnings Fund | −14,882 | 22,966 | $937,012 | |
| SLV | iShares Silver Trust | −5,457 | 85,916 | $5,854,316 | |
| EWJ | iShares MSCI Japan ETF | −3,028 | 24,245 | $2,047,247 | |
| OCUL | Ocular Therapeutix, Inc | −2,370 | 166,484 | $1,410,119 | |
| JEPI | JPMorgan Equity Premium Income ETF | −2,028 | 20,163 | $1,142,838 | |
| PLTR | Palantir Technologies Inc. | −1,328 | 7,582 | $1,109,094 | |
| DHI | Horton D R Inc | −1,144 | 9,151 | $1,255,700 | |
| WMB | Williams Companies, Inc. | −1,099 | 36,014 | $2,621,098 | |
| NVDA | Nvidia Corp | −911 | 19,795 | $3,452,248 | |
| WMT | Walmart Inc. | −867 | 25,695 | $3,193,374 | |
| AVGO | Broadcom Inc. | −747 | 15,266 | $4,724,979 | |
| GLD | Spdr Gold Trust | −739 | 15,488 | $6,664,331 | |
| IJH | iShares Core S&P Mid-Cap ETF | −726 | 87,046 | $5,878,216 | |
| DLR | Digital Realty Trust, Inc. | −710 | 9,876 | $1,779,753 | |
| GOOGL | Alphabet Inc. | −307 | 10,546 | $3,032,607 | |
| XLF | State Street Corp | −281 | 19,716 | $973,378 | |
| AAPL | Apple Inc. | −250 | 20,466 | $5,194,066 | |
| IWM | iShares Russell 2000 ETF | −175 | 2,067 | $512,616 | |
| GS | Goldman Sachs Group Inc | −75 | 2,839 | $2,401,765 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | −60 | 2,653 | $219,058 | |
| JPM | Jpmorgan Chase & Co | −50 | 8,623 | $2,536,541 | |
| PH | Parker-Hannifin Corp | −34 | 442 | $395,696 | |
| VB | Vanguard Index Funds | −18 | 916 | $239,918 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −5 | 13,845 | $1,097,493 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GEO | Geo Group Inc | 11,564 | $186,411 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 15,488 | $6,664,331 | 5.08% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 87,046 | $5,878,216 | 4.48% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 29,840 | $5,854,608 | 4.46% | |
| SLV |
iShares Silver Trust
|
Reduced | 85,916 | $5,854,316 | 4.46% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,466 | $5,194,066 | 3.96% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 15,266 | $4,724,979 | 3.60% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 73,103 | $4,353,283 | 3.32% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
Added | 17,030 | $4,087,029 | 3.11% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Added | 21,162 | $3,899,733 | 2.97% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 19,795 | $3,452,248 | 2.63% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 25,695 | $3,193,374 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,214 | $3,168,619 | 2.41% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 53,041 | $3,105,020 | 2.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,546 | $3,032,607 | 2.31% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 22,826 | $2,837,500 | 2.16% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 6,318 | $2,759,637 | 2.10% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 36,014 | $2,621,098 | 2.00% | |
|
|
Added | 48,283 | $2,559,240 | 1.95% | ||
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 8,623 | $2,536,541 | 1.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,697 | $2,479,028 | 1.89% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 14,453 | $2,452,095 | 1.87% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 2,839 | $2,401,765 | 1.83% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 28,497 | $2,358,126 | 1.80% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 10,657 | $2,315,233 | 1.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 10,445 | $2,271,683 | 1.73% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,279 | $2,249,136 | 1.71% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 3 | $2,154,420 | 1.64% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 31,641 | $2,087,989 | 1.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,237 | $2,057,525 | 1.57% | |
| EWJ |
iShares MSCI Japan ETF
|
Reduced | 24,245 | $2,047,247 | 1.56% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Reduced | 9,876 | $1,779,753 | 1.36% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 2,708 | $1,768,892 | 1.35% | |
| XAR |
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
|
Added | 6,679 | $1,696,332 | 1.29% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,586 | $1,688,312 | 1.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,917 | $1,668,903 | 1.27% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 32,774 | $1,645,254 | 1.25% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 4,740 | $1,544,908 | 1.18% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 17,060 | $1,544,441 | 1.18% | |
| SOXX |
iShares Semiconductor ETF
|
Added | 4,638 | $1,524,325 | 1.16% | |
| OCUL |
Ocular Therapeutix, Inc
Healthcare
|
Reduced | 166,484 | $1,410,119 | 1.07% | |
|
|
Added | 15,683 | $1,285,692 | 0.98% | ||
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 32,910 | $1,264,402 | 0.96% | |
| DHI |
Horton D R Inc
Consumer Cyclical
|
Reduced | 9,151 | $1,255,700 | 0.96% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Reduced | 20,163 | $1,142,838 | 0.87% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 7,582 | $1,109,094 | 0.85% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Reduced | 13,845 | $1,097,493 | 0.84% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 19,716 | $973,378 | 0.74% | |
| EPI |
WisdomTree India Earnings Fund
|
Reduced | 22,966 | $937,012 | 0.71% | |
|
|
Added | 13,131 | $823,051 | 0.63% | ||
|
|
Added | 3,624 | $658,951 | 0.50% |
Showing the top 50 of 60 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.