§ 13F · FUND PROFILE
Roundview Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1496.1T (13F)Positions · 324Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 290K | $78.9T | 4.9% | ±0% |
| 2 | GOOG | ALPHABET INC | 249K | $78.3T | 4.8% | −1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 145K | $72.9T | 4.5% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 141K | $68.4T | 4.2% | +2% |
| 5 | VOO | VANGUARD INDEX FDS | 97K | $60.9T | 3.7% | +1% |
| 6 | AMZN | AMAZON COM INC | 210K | $48.6T | 3.0% | +1% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 1.69M | $44.4T | 2.7% | +3% |
| 8 | VTI | VANGUARD INDEX FDS | 108K | $36.1T | 2.2% | +1% |
| 9 | QQQ | INVESCO QQQ TR | 57K | $35.1T | 2.2% | +2% |
| 10 | NVDA | NVIDIA CORPORATION | 169K | $31.5T | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROUNDVIEW SIGNAL
AC read
Roundview Capital LLC is a Other fund managing $1496116.5 trillion in assets. The fund runs a broad portfolio of 324 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed