Roundangle Advisors LLC Top Holdings and 13F Report (2025) About Roundangle Advisors LLCInvestment ActivityRoundangle Advisors LLC has $129.13 million in total holdings as of September 30, 2025.Roundangle Advisors LLC owns shares of 59 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Roundangle Advisors LLC has purchased 58 new stocks and bought additional shares in 20 stocks.Roundangle Advisors LLC sold shares of 35 stocks and completely divested from 1 stock this quarter.Largest Holdings Broadcom $5,588,365SPDR Gold Shares $5,587,988iShares Core S&P Mid-Cap ETF $5,455,671Apple $5,378,040Vanguard Value ETF $5,118,032 Largest New Holdings this Quarter 23331A109 - D.R. Horton $1,703,004 Holding46438R105 - ISHARES ETHEREUM TR $866,651 Holding Largest Purchases this Quarter D.R. Horton 10,049 shares (about $1.70M)ISHARES ETHEREUM TR 27,504 shares (about $866.65K)ISHARES BITCOIN TRUST ETF 3,974 shares (about $258.31K)Digital Realty Trust 703 shares (about $121.53K)iShares MSCI USA Momentum Factor ETF 216 shares (about $55.39K) Largest Sales this Quarter Vanguard Mid-Cap Value ETF 8,555 shares (about $1.49M)Geo Group 13,491 shares (about $276.43K)Broadcom 666 shares (about $219.72K)PALANTIR TECHNOLOGIES INC 824 shares (about $150.31K)Ocular Therapeutix 8,906 shares (about $104.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoundangle Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$5,588,365$219,721 ▼-3.8%16,9394.3%Computer and TechnologyGLDSPDR Gold Shares$5,587,988$10,664 ▲0.2%15,7204.3%FinanceIJHiShares Core S&P Mid-Cap ETF$5,455,671$98,934 ▼-1.8%83,5994.2%ETFAAPLApple$5,378,040$75,625 ▼-1.4%21,1214.2%Computer and TechnologyVTVVanguard Value ETF$5,118,032$55,015 ▼-1.1%27,4444.0%ETFNOBLProShares S&P 500 Aristocrats ETF$4,646,396$32,879 ▼-0.7%45,0803.6%ETFVGITVanguard Intermediate-Term Treasury ETF$4,062,372$26,954 ▼-0.7%67,6723.1%ETFSLViShares Silver Trust$3,826,901$4,237 ▼-0.1%90,3213.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,813,668$55,393 ▲1.5%14,8713.0%ETFNVDANVIDIA$3,783,469$31,159 ▲0.8%20,2782.9%Computer and TechnologyMSFTMicrosoft$3,301,755$40,916 ▼-1.2%6,3752.6%Computer and TechnologyAMZNAmazon.com$3,292,233$40,181 ▼-1.2%14,9942.5%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$3,231,650$1,493,532 ▼-31.6%18,5112.5%ETFVGSHVanguard Short-Term Treasury ETF$2,951,622$15,183 ▼-0.5%50,1552.3%ETFWMTWalmart$2,682,549$3,504 ▲0.1%26,0292.1%Retail/WholesaleVUGVanguard Growth ETF$2,665,193$2,398 ▼-0.1%5,5572.1%ETFJPMJPMorgan Chase & Co.$2,639,203$1,577 ▲0.1%8,3672.0%FinanceGOOGLAlphabet$2,609,435$49,106 ▼-1.8%10,7342.0%Computer and TechnologyIBMInternational Business Machines$2,551,291$18,340 ▼-0.7%9,0422.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,452,651$8,080 ▼-0.3%20,6401.9%ETFABBVAbbVie$2,316,011$11,114 ▼-0.5%10,0031.8%MedicalWMBWilliams Companies$2,263,559$317 ▼0.0%35,7311.8%EnergyBRK.ABerkshire Hathaway$2,262,6000.0%31.8%FinanceGSThe Goldman Sachs Group$2,253,671$15,131 ▼-0.7%2,8301.7%FinanceVBRVanguard Small-Cap Value ETF$2,153,157$5,426 ▲0.3%10,3171.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,132,104$16,486 ▼-0.8%25,3491.7%ETFEWJiShares MSCI Japan ETF$2,075,514$11,149 ▲0.5%25,8761.6%ETFOCULOcular Therapeutix$2,066,792$104,111 ▼-4.8%176,8001.6%MedicalDLRDigital Realty Trust$1,983,452$121,535 ▲6.5%11,4731.5%FinanceMOAltria Group$1,960,066$12,485 ▲0.6%29,6711.5%Consumer StaplesISHARES BITCOIN TRUST ETF$1,949,220$258,310 ▲15.3%29,9881.5%SHS BEN INTMETAMeta Platforms$1,856,513$734 ▼0.0%2,5281.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,789,723$150,314 ▼-7.7%9,8111.4%CL AVVisa$1,756,059$2,390 ▲0.1%5,1441.4%Business ServicesEPIWisdomTree India Earnings Fund$1,704,794$751 ▲0.0%38,5701.3%FinanceDHID.R. Horton$1,703,004$1,703,004 ▲New Holding10,0491.3%ConstructionLLYEli Lilly and Company$1,586,277$22,890 ▼-1.4%2,0791.2%MedicalXOMExxon Mobil$1,551,215$6,427 ▲0.4%13,7581.2%EnergyIVViShares Core S&P 500 ETF$1,517,972$54,883 ▼-3.5%2,2681.2%ETFVZVerizon Communications$1,464,106$35,072 ▲2.5%33,3131.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,425,074$26,280 ▼-1.8%16,3221.1%ETFXARSPDR S&P Aerospace & Defense ETF$1,373,576$11,983 ▲0.9%5,8461.1%ETFJEPIJPMorgan Equity Premium Income ETF$1,283,551$6,452 ▼-0.5%22,4791.0%ETFCBChubb$1,241,618$14,395 ▼-1.1%4,3991.0%FinanceXLPConsumer Staples Select Sector SPDR Fund$1,168,653$4,389 ▲0.4%14,9120.9%ETFSOXXiShares Semiconductor ETF$1,134,366$39,312 ▼-3.3%4,1840.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,101,915$3,037 ▲0.3%13,7860.9%ETFXLFFinancial Select Sector SPDR Fund$1,087,581$5,387 ▲0.5%20,1890.8%ETFISHARES ETHEREUM TR$866,651$866,651 ▲New Holding27,5040.7%SHSCIBRFirst Trust Nasdaq Cybersecurity ETF$826,305$4,485 ▲0.5%10,8710.6%ManufacturingIWMiShares Russell 2000 ETF$569,332$58,070 ▼-9.3%2,3530.4%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$555,108$20,888 ▼-3.6%4,1990.4%ETFBSVVanguard Short-Term Bond ETF$489,084$13,178 ▼-2.6%6,1980.4%ETFGEOGeo Group$443,178$276,430 ▼-38.4%21,6290.3%Business ServicesBIVVanguard Intermediate-Term Bond ETF$429,105$7,887 ▼-1.8%5,4950.3%ETFPHParker-Hannifin$360,8790.0%4760.3%IndustrialsGOOGAlphabet$331,472$4,871 ▼-1.4%1,3610.3%Computer and TechnologyVBVanguard Small-Cap ETF$242,583$4,068 ▲1.7%9540.2%ETFLMBLimbach$213,081$76,433 ▼-26.4%2,1940.2%ConstructionBTALAGF U.S. Market Neutral Anti-Beta Fund$0$237,339 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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