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ROUNDANGLE ADVISORS LLC 13F portfolio summary

ROUNDANGLE ADVISORS LLC of ROUNDANGLE ADVISORS LLC has 60 current stock holdings with a reported portfolio value of $133.8M. The portfolio 1 year return is +19.99%. Top holdings include BSV (0.00%), GLD (5.00%), IJH (4.41%), VTV (4.39%), SLV (4.39%).

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ROUNDANGLE ADVISORS LLC

ROUNDANGLE ADVISORS LLC
Latest filing: 2026-03-31

ROUNDANGLE ADVISORS LLC runs ROUNDANGLE ADVISORS LLC and currently holds 60 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $133.81M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ROUNDANGLE ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ROUNDANGLE ADVISORS LLC's portfolio at ROUNDANGLE ADVISORS LLC has delivered returns of +19.99%. Their 3-year annualized return is +17.95%. Looking at the 5-year horizon, ROUNDANGLE ADVISORS LLC has achieved +17.95% annualized returns at ROUNDANGLE ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.99%
#0/1000
3 Year
+17.95%
#0/1000
5 Year
+17.95%
#0/1000

Portfolio Value

$133.81M

Alpha Score

16.4

#0 of 1000

Holdings

60

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change