13F Insight
DOSSIER · 13F-HR · Q2 2026

Roundview Capital LLC

$1.8B in tracked AUM across 349 positions as of Q2 2026.

RC
CIK 0001476804 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
349
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Roundview Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$89M251K4.8%02
AAPL
APPLE INC
$84M289K4.6%03
VOO
VANGUARD INDEX FDS
$67M97K3.6%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$60M120K3.3%05
MSFT
MICROSOFT CORP
$55M147K3.0%06
AMZN
AMAZON COM INC
$52M218K2.8%07
SCHB
SCHWAB STRATEGIC TR
$51M1.7M2.8%08
QQQ
INVESCO QQQ TR
$46M63K2.5%09
VTI
VANGUARD INDEX FDS
$42M115K2.3%10
NVDA
NVIDIA CORPORATION
$36M182K2.0%

Filing history

2026Q2Jun 30
$1.8B▲ 13.9%
349 positionsView →2026Q1Mar 31
$1.6B▼ 1.2%
340 positionsView →2025Q4Dec 31
$1.6B▲ 2.8%
331 positionsView →2025Q3Sep 30
$1.6B▲ 5.7%
336 positionsView →2025Q2Jun 30
$1.5B▲ 7.9%
324 positionsLocked2025Q1Mar 31
$1.4B▼ 3.2%
318 positionsLocked2024Q4Dec 31
$1.4B▲ 3.8%
332 positionsLocked2024Q3Sep 30
$1.4B▲ 8.7%
338 positionsLocked2024Q2Jun 30
$1.3B▲ 3.8%
316 positionsLocked2024Q1Mar 31
$1.2B▲ 12.8%
313 positionsLocked2023Q4Dec 31
$1.1B▲ 9.1%
302 positionsLocked2023Q3Sep 30
$995M▼ 2.9%
303 positionsLocked
Showing 12 of 65