RoundAngle Advisors LLC

All 13F Filings

Location
Red Bank, NJ
Most recent 13F
Q1 2026
Holdings value ($000)
133,808
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/8/2026 60 133,808 13F-HR RoundAngle Advisors LLC
Q4 2025 1/12/2026 59 137,343 13F-HR RoundAngle Advisors LLC
Q3 2025 10/10/2025 59 129,127 13F-HR RoundAngle Advisors LLC
Q2 2025 7/25/2025 58 119,723 13F-HR RoundAngle Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 59.9 K 44.8% 0 44.58 K -44.58 K
ETFs 73.38 K 54.8% 41.03 K 0 41.03 K
Debt 527 0.4% 8 0 8
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
133,808
Holdings
60
QoQ value change ($000)
-3,535 (-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.