Round Angle Advisors LLC Portfolio Holdings

Round Angle Advisors LLC

  • $137 Billion
  • Q4 2025

Round Angle Advisors LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $6.43B, I Shares Silver Trust with a value of $5.89B, Ishares Core S&P Mid Cap ETF with a value of $5.79B, Vanguard Value ETF with a value of $5.69B, and Apple Inc. with a value of $5.63B.

Examining the 13F form we can see an increase of $8.22B in the current position value, from $129B to 137B.

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 $137 Billion
ETFs: $72.3 Billion
Technology: $22.5 Billion
Financial Services: $11 Billion
Communication Services: $6.86 Billion
Healthcare: $6.77 Billion
Consumer Cyclical: $4.98 Billion
Consumer Defensive: $4.72 Billion
Energy: $3.97 Billion
Other: $2.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$519 Million 0.38% of portfolio
6,587
Q4 2025 Added 6.28%
Ishares Ethereum Tr
-
$496 Million 0.36% of portfolio
-
Q4 2025 Reduced 19.53%
$0
$448 Million 0.33% of portfolio
5,748
Q4 2025 Added 4.6%
$0
$439 Million 0.32% of portfolio
3,479
Q4 2025 Reduced 17.15%
$1.74T
$427 Million 0.31% of portfolio
1,361
Q3 2025 Reduced 1.45%
$107B
$418 Million 0.3% of portfolio
476
Q4 2024 New
$0
$241 Million 0.18% of portfolio
934
Q4 2025 Reduced 2.1%
$0
$225 Million 0.16% of portfolio
2,713
Q4 2025 New
$1.89B
$186 Million 0.14% of portfolio
11,564
Q4 2025 Reduced 46.53%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $137 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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