§ 13F · FUND PROFILE
Roundview Capital LLC.
AUM · $1.8B (13F)Positions · 349Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 251K | $89M | 4.8% | ±0% |
| 2 | AAPL | APPLE INC | 289K | $84M | 4.6% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 97K | $67M | 3.6% | −1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 120K | $60M | 3.3% | −8% |
| 5 | MSFT | MICROSOFT CORP | 147K | $55M | 3.0% | −4% |
| 6 | AMZN | AMAZON COM INC | 218K | $52M | 2.8% | +2% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 1.74M | $51M | 2.8% | +4% |
| 8 | QQQ | INVESCO QQQ TR | 63K | $46M | 2.5% | +8% |
| 9 | VTI | VANGUARD INDEX FDS | 115K | $42M | 2.3% | +5% |
| 10 | NVDA | NVIDIA CORPORATION | 182K | $36M | 2.0% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROUNDVIEW SIGNAL
AC read
Roundview Capital LLC is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 349 positions.
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