Institutional Fund
Roundangle Advisors LLC
Red Bank, NJCIK 20491765 filings on record
Portfolio Value
$133.81M
Q1 2026
Holdings
60
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.6%
from $137.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Gold Tr5.0%
- Ishares Tr4.4%
- Vanguard Index Fds4.4%
- Ishares Silver Tr4.4%
- Apple Inc3.9%
- Proshares Tr3.8%
- Other74.2%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 15.5K | $6.66M | 5.0% | −739 | Reduced |
| 2 | Ishares Tr | 87.0K | $5.88M | 4.4% | −726 | Reduced |
| 3 | Vanguard Index Fds | 29.8K | $5.85M | 4.4% | +63 | Added |
| 4 | Ishares Silver Tr | 85.9K | $5.85M | 4.4% | −5.5K | Reduced |
| 5 | Apple Inc | 20.5K | $5.19M | 3.9% | −250 | Reduced |
| 6 | Proshares Tr | 48.3K | $5.12M | 3.8% | +404 | Added |
| 7 | Broadcom Inc | 15.3K | $4.72M | 3.5% | −747 | Reduced |
| 8 | Vanguard Scottsdale Fds | 73.1K | $4.35M | 3.3% | +2.1K | Added |
| 9 | Ishares Tr | 17.0K | $4.09M | 3.1% | +180 | Added |
| 10 | Vanguard Index Fds | 21.2K | $3.90M | 2.9% | +318 | Added |
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