RoundAngle Advisors LLC

RED BANK, NJ · CIK 2049176 · 13F filing filed 2026-04-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRed Bank, NJ

$133.8m reported value -2.6% vs Q4 2025

60positions

38.6%in top 10

2 new 32 added 24 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR GOLD TR GOLD SHS GLD	GLD	15,488	$6.7m4.98%	4.98%	Reduced -739	-739 -4.5%
2	ISHARES TR CORE S&P MCP ETF IJH	IJH	87,046	$5.9m4.39%	4.39%	Reduced -726	-726 -0.8%
3	VANGUARD INDEX FDS VALUE ETF VTV	VTV	29,840	$5.9m4.38%	4.38%	Added +63	+63 0.2%
4	ISHARES SILVER TR ISHARES SLV	SLV	85,916	$5.9m4.38%	4.38%	Reduced -5.5k	-5,457 -6.0%
5	APPLE INC COM AAPL	AAPL	20,466	$5.2m3.88%	3.88%	Reduced -250	-250 -1.2%
6	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	48,283	$5.1m3.83%	3.83%	Added +404	+404 0.8%
7	BROADCOM INC COM AVGO	AVGO	15,266	$4.7m3.53%	3.53%	Reduced -747	-747 -4.7%
8	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	73,103	$4.4m3.25%	3.25%	Added +2.1k	+2,058 2.9%
9	ISHARES TR MSCI USA MMENTM MTUM	MTUM	17,030	$4.1m3.05%	3.05%	Added +180	+180 1.1%
10	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	21,162	$3.9m2.91%	2.91%	Added +318	+318 1.5%
11	NVIDIA CORPORATION COM NVDA	NVDA	19,795	$3.5m2.58%	2.58%	Reduced -911	-911 -4.4%
12	WALMART INC COM WMT	WMT	25,695	$3.2m2.39%	2.39%	Reduced -867	-867 -3.3%
13	AMAZON COM INC COM AMZN	AMZN	15,214	$3.2m2.37%	2.37%	Added +51	+51 0.3%
14	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	53,041	$3.1m2.32%	2.32%	Added +1.5k	+1,530 3.0%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,546	$3.0m2.27%	2.27%	Reduced -307	-307 -2.8%
16	ISHARES TR CORE S&P SCP ETF IJR	IJR	22,826	$2.8m2.12%	2.12%	Added +461	+461 2.1%
17	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,318	$2.8m2.06%	2.06%	Added +112	+112 1.8%
18	WILLIAMS COS INC COM WMB	WMB	36,014	$2.6m1.96%	1.96%	Reduced -1.1k	-1,099 -3.0%
19	JPMORGAN CHASE & CO COM JPM	JPM	8,623	$2.5m1.90%	1.90%	Reduced -50	-50 -0.6%
20	MICROSOFT CORP COM MSFT	MSFT	6,697	$2.5m1.85%	1.85%	Added +182	+182 2.8%
21	EXXON MOBIL CORP COM XOM	XOM	14,453	$2.5m1.83%	1.83%	Added +13	+13 0.1%
22	GOLDMAN SACHS GROUP INC COM GS	GS	2,839	$2.4m1.79%	1.79%	Reduced -75	-75 -2.6%
23	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	28,497	$2.4m1.76%	1.76%	Added +1.7k	+1,668 6.2%
24	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	10,657	$2.3m1.73%	1.73%	Added +43	+43 0.4%
25	ABBVIE INC COM ABBV	ABBV	10,445	$2.3m1.70%	1.70%	Added +38	+38 0.4%
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,279	$2.2m1.68%	1.68%	Added +36	+36 0.4%
27	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m1.61%	1.61%	Unchanged
28	ALTRIA GROUP INC COM MO	MO	31,641	$2.1m1.56%	1.56%	Added +1.1k	+1,145 3.8%
29	ELI LILLY & CO COM LLY	LLY	2,237	$2.1m1.54%	1.54%	Added +60	+60 2.8%
30	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	24,245	$2.0m1.53%	1.53%	Reduced -3.0k	-3,028 -11.1%
31	DIGITAL RLTY TR INC COM DLR	DLR	9,876	$1.8m1.33%	1.33%	Reduced -710	-710 -6.7%
32	ISHARES TR CORE S&P500 ETF IVV	IVV	2,708	$1.8m1.32%	1.32%	Added +43	+43 1.6%
33	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	6,679	$1.7m1.27%	1.27%	Added +380	+380 6.0%
34	VISA INC COM CL A V	V	5,586	$1.7m1.26%	1.26%	Added +120	+120 2.2%
35	META PLATFORMS INC CL A META	META	2,917	$1.7m1.25%	1.25%	Added +227	+227 8.4%
36	VERIZON COMMUNICATIONS INC COM VZ	VZ	32,774	$1.6m1.23%	1.23%	Added +1.9k	+1,902 6.2%
37	CHUBB LIMITED COM CB	CB	4,740	$1.5m1.15%	1.15%	Added +68	+68 1.5%
38	ISHARES TR CORE MSCI EAFE IEFA	IEFA	17,060	$1.5m1.15%	1.15%	Added +105	+105 0.6%
39	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	4,638	$1.5m1.14%	1.14%	Added +175	+175 3.9%
40	OCULAR THERAPEUTIX INC COM OCUL	OCUL	166,484	$1.4m1.05%	1.05%	Reduced -2.4k	-2,370 -1.4%
41	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	15,683	$1.3m0.96%	0.96%	Added +233	+233 1.5%
42	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	32,910	$1.3m0.94%	0.94%	Added +2.3k	+2,331 7.6%
43	D R HORTON INC COM DHI	DHI	9,151	$1.3m0.94%	0.94%	Reduced -1.1k	-1,144 -11.1%
44	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	20,163	$1.1m0.85%	0.85%	Reduced -2.0k	-2,028 -9.1%
45	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	7,582	$1.1m0.83%	0.83%	Reduced -1.3k	-1,328 -14.9%
46	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	13,845	$1.1m0.82%	0.82%	Reduced -5	-5 -0.0%
47	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	19,716	$973.4k0.73%	0.73%	Reduced -281	-281 -1.4%
48	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	22,966	$937.0k0.70%	0.70%	Reduced -14.9k	-14,882 -39.3%
49	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	13,131	$823.1k0.62%	0.62%	Added +1.3k	+1,262 10.6%
50	SPDR SER TR S&P OILGAS EXP XOP	XOP	3,624	$659.0k0.49%	0.49%	Added +145	+145 4.2%
51	ISHARES ETHEREUM TR SHS ETHA	ETHA	37,656	$596.1k0.45%	0.45%	Added +15.5k	+15,523 70.1%
52	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	6,724	$527.2k0.39%	0.39%	Added +137	+137 2.1%
53	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,067	$512.6k0.38%	0.38%	Reduced -175	-175 -7.8%
54	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	5,825	$449.6k0.34%	0.34%	Added +77	+77 1.3%
55	PARKER-HANNIFIN CORP COM PH	PH	442	$395.7k0.30%	0.30%	Reduced -34	-34 -7.1%
56	ALPHABET INC CAP STK CL C GOOG	GOOG	1,361	$390.4k0.29%	0.29%	Unchanged
57	VANGUARD INDEX FDS SMALL CP ETF VB	VB	916	$239.9k0.18%	0.18%	Reduced -18	-18 -1.9%
58	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	4,218	$234.2k0.18%	0.18%	New
59	ISHARES TR 1 3 YR TREAS BD SHY	SHY	2,653	$219.1k0.16%	0.16%	Reduced -60	-60 -2.2%
60	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,800	$214.3k0.16%	0.16%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
GEO GROUP INC NEW GEO	GEO	11,564	$186.4k11.6k shares