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Home > Institutional Investor > Roundangle Advisors Llc > Profile

Instuitional Investor - Roundangle Advisors Llc

Fund Profile
Filing Period:
Fund Name: Roundangle Advisors Llc
Portfolio Value $133,807,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 15,488 $6,664,332 4.98%
2.
Ishares Trust
 IEF 87,046 $5,878,216 4.39%
3.
Vanguard Index Fds - VALUE ETF
 29,840 $5,854,608 4.38%
4.
Ishares Trust
 SLV 85,916 $5,854,316 4.38%
5.
Apple Inc.
 AAPL 20,466 $5,194,066 3.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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