Skip to Main Content

Round Rock Advisors, LLC - Portfolio Stock Holdings

Round Rock Advisors, LLC disclosed 364 stock positions in a recent SEC 13F filing. $629,380,665 of stock holdings were filed, with the largest holdings including QQQ, JPST, and VYM. This filing represented positions held on Sept. 30, 2025, and was filed on Nov. 14, 2025.

We estimate the fund has a total AUM of $906,658,173 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2025

No. of Stocks:

364

Est. Stock Holding Value:

$629,380,665

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Round Rock Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...