13FBOX
RoundAngle Advisors LLC · 13F Holdings
Options Calculator Rankings

RoundAngle Advisors LLC

No.8523 Data as of 2026Q1
Latest AUM (Q1 2026)
$133.8M
QoQ Change Q4 2025
-$3.5M-2.6%
Holdings
60
New Buys
2
Adds
32
Reduces
24
Exits
1
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2026 ValueQ1 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSPDR GOLD TRGLD
4.98%4.68%$6.7M15,488$6.4M16,227-739-4.55%Reduce
IISHARES COREIJH
4.39%4.22%$5.9M87,046$5.8M87,772-726-0.83%Reduce
VVANGUARD INDEX FDSVTV
4.38%4.14%$5.9M29,840$5.7M29,777+63+0.21%Add
IISHARES SILVER TRSLV
4.38%4.29%$5.9M85,916$5.9M91,373-5,457-5.97%Reduce
APPLE INCAAPL
3.88%4.1%$5.2M20,466$5.6M20,716-250-1.21%Reduce
PPROSHARES TRNOBL
3.83%3.63%$5.1M48,283$5.0M47,879+404+0.84%Add
BROADCOM INCAVGO
3.53%4.04%$4.7M15,266$5.5M16,013-747-4.66%Reduce
VVANGUARD SCOTTSDALE FDSVGIT
3.25%3.1%$4.4M73,103$4.3M71,045+2,058+2.90%Add
IISHARES TRMTUM
3.05%3.07%$4.1M17,030$4.2M16,850+180+1.07%Add
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.91%2.69%$3.9M21,162$3.7M20,844+318+1.53%Add
NVIDIA CORPORATIONNVDA
2.58%2.81%$3.5M19,795$3.9M20,706-911-4.40%Reduce
WALMART INCWMT
2.39%2.15%$3.2M25,695$3.0M26,562-867-3.26%Reduce
AMAZON COM INCAMZN
2.37%2.55%$3.2M15,214$3.5M15,163+51+0.34%Add
VVANGUARD SCOTTSDALE FDSVGSH
2.32%2.2%$3.1M53,041$3.0M51,511+1,530+2.97%Add
ALPHABET INCGOOGL
2.27%2.47%$3.0M10,546$3.4M10,853-307-2.83%Reduce
IISHARES COREIJR
2.12%1.96%$2.8M22,826$2.7M22,365+461+2.06%Add
VVANGUARD INDEX FDSVUG
2.06%2.2%$2.8M6,318$3.0M6,206+112+1.80%Add
WILLIAMS COS INCWMB
1.96%1.62%$2.6M36,014$2.2M37,113-1,099-2.96%Reduce
JPMORGAN CHASE & COJPM
1.9%2.03%$2.5M8,623$2.8M8,673-50-0.58%Reduce
MICROSOFT CORPMSFT
1.85%2.29%$2.5M6,697$3.2M6,515+182+2.79%Add
EXXON MOBIL CORPXOM
1.83%1.27%$2.5M14,453$1.7M14,440+13+0.09%Add
GOLDMAN SACHS GROUP INCGS
1.79%1.86%$2.4M2,839$2.6M2,914-75-2.57%Reduce
VVANGUARD SCOTTSDALE FDSVCIT
1.76%1.64%$2.4M28,497$2.2M26,829+1,668+6.22%Add
VVANGUARD SMALLVBR
1.73%1.64%$2.3M10,657$2.2M10,614+43+0.41%Add
ABBVIE INCABBV
1.7%1.73%$2.3M10,445$2.4M10,407+38+0.37%Add
IINTERNATIONAL BUSINESS MACHSIBM
1.68%1.99%$2.2M9,279$2.7M9,243+36+0.39%Add
BERKSHIRE HATHAWAY INC CL ABRK.A
1.61%1.65%$2.2M3$2.3M300.00%Unchanged
ALTRIA GROUP INCMO
1.56%1.28%$2.1M31,641$1.8M30,496+1,145+3.75%Add
ELI LILLY & COLLY
1.54%1.7%$2.1M2,237$2.3M2,177+60+2.76%Add
IISHARES INCEWJ
1.53%1.6%$2.0M24,245$2.2M27,273-3,028-11.10%Reduce
DIGITAL RLTY TR INC COMDLR
1.33%1.19%$1.8M9,876$1.6M10,586-710-6.71%Reduce
IISHARES TRIVV
1.32%1.33%$1.8M2,708$1.8M2,665+43+1.61%Add
SSPDR SERIES TRUSTXAR
1.27%1.11%$1.7M6,679$1.5M6,299+380+6.03%Add
VISA INCV
1.26%1.4%$1.7M5,586$1.9M5,466+120+2.20%Add
META PLATFORMS INCMETA
1.25%1.29%$1.7M2,917$1.8M2,690+227+8.44%Add
VERIZON COMMUNICATIONS INCVZ
1.23%0.92%$1.6M32,774$1.3M30,872+1,902+6.16%Add
CHUBB LIMITEDCB
1.15%1.06%$1.5M4,740$1.5M4,672+68+1.46%Add
IISHARES TRIEFA
1.15%1.1%$1.5M17,060$1.5M16,955+105+0.62%Add
IISHARES TR ISHARES SEMICDTRSOXX
1.14%0.98%$1.5M4,638$1.3M4,463+175+3.92%Add
OOCULAR THERAPEUTIX INCOCUL
1.05%1.49%$1.4M166,484$2.0M168,854-2,370-1.40%Reduce
SSELECT SECTOR SPDR TRXLP
0.96%0.87%$1.3M15,683$1.2M15,450+233+1.51%Add
IISHARES BITCOIN TRUST ETFIBIT
0.94%1.11%$1.3M32,910$1.5M30,579+2,331+7.62%Add
D R HORTON INCDHI
0.94%1.08%$1.3M9,151$1.5M10,295-1,144-11.11%Reduce
JJ P MORGAN EXCHANGE TRADED FJEPI
0.85%0.92%$1.1M20,163$1.3M22,191-2,028-9.14%Reduce
PALANTIR TECHNOLOGIES INCPLTR
0.83%1.15%$1.1M7,582$1.6M8,910-1,328-14.90%Reduce
VVANGUARD SCOTTSDALE FDSBSV
0.82%0.8%$1.1M13,845$1.1M13,850-5-0.04%Reduce
SSELECT SECTOR SPDR TRXLF
0.73%0.8%$973,37919,716$1.1M19,997-281-1.41%Reduce
WWISDOMTREE INDIAEPI
0.7%1.28%$937,01322,966$1.8M37,848-14,882-39.32%Reduce
FFIRST TRUSTCIBR
0.62%0.62%$823,05113,131$848,04011,869+1,262+10.63%Add
SSPDR SERIES TRUSTXOP
0.49%0.32%$658,9523,624$439,2593,479+145+4.17%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow