13F Filings History of RoundAngle Advisors LLC

13F snapshot Latest parsed holdings and filing-period context. 1 signal
Form 13F summary
  • RoundAngle Advisors LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • RoundAngle Advisors LLC reported 60 equity holdings with a total reported market value of $133,807,635 for Q1 2026. Top reported holdings included GLD, IJH, VTV, SLV, and AAPL.
Manager Who this page is about. 2 identity fields
Signature and title
Manuela Diaz - Chief Operating Officer & Director of Client Services
Location
Red Bank, NJ

Follow Filing Activity

Follow RoundAngle Advisors LLC and return when a new 13F portfolio filing changes the record on this page.

This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$133,807,635
Quarter delta
-$3,535,761
Accepted
08 Apr 2026, 13:32
Rows shown
1-6 of 6
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q1 2026 60 $133,807,635 +$2,251,075 -$3,307,823 -$1,056,748 GLD, IJH, VTV, SLV, AAPL 13F-HR 08 Apr 2026, 13:32
Q4 2025 59 $137,343,396 +$5,505,943 -$1,603,472 +$3,902,471 GLD, SLV, IJH, VTV, AAPL 13F-HR 12 Jan 2026, 09:51
Q3 2025 59 $129,127,405 +$3,158,846 -$3,338,616 -$179,770 AVGO, GLD, IJH, AAPL, VTV 13F-HR 10 Oct 2025, 15:31
Q2 2025 58 $119,722,957 +$2,189,457 -$1,665,040 +$524,417 IJH, VTV, AVGO, GLD, NOBL 13F-HR 25 Jul 2025, 16:21
Q1 2025 57 $108,871,888 +$8,080,249 -$2,424,671 +$5,655,578 IJH, VTV, AAPL, NOBL, GLD 13F-HR 25 Apr 2025, 19:26
Q4 2024 58 $105,005,337 $0 $0 $0 IJH, AAPL, VTV, NOBL, VGIT 13F-HR 16 Jan 2025, 10:43
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .