Round Angle Advisors LLC Portfolio Holdings

Round Angle Advisors LLC

  • $129 Billion
  • Q3 2025

Round Angle Advisors LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $5.59B, Spdr Gold Trust with a value of $5.59B, Ishares Core S&P Mid Cap ETF with a value of $5.46B, Apple Inc. with a value of $5.38B, and Vanguard Value ETF with a value of $5.12B.

Examining the 13F form we can see an increase of $9.4B in the current position value, from $120B to 129B.

Round Angle Advisors LLC is based out at Red Bank, NJ

Below you can find more details about Round Angle Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $65.1 Billion
Technology: $22.4 Billion
Financial Services: $10.2 Billion
Communication Services: $6.26 Billion
Healthcare: $5.97 Billion
Consumer Cyclical: $5 Billion
Consumer Defensive: $4.64 Billion
Energy: $3.81 Billion
Other: $3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $129 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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