13F Insight
DOSSIER · 13F-HR · Q1 2026

Roundview Capital LLC

$1.6B in tracked AUM across 340 positions as of Q1 2026.

RC
CIK 0001476804 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
340
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Roundview Capital LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$73M289K4.6%02
GOOG
ALPHABET INC
$72M250K4.5%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$63M130K3.9%04
VOO
VANGUARD INDEX FDS
$59M98K3.7%05
MSFT
MICROSOFT CORP
$57M153K3.5%06
AMZN
AMAZON COM INC
$44M213K2.8%07
SCHB
SCHWAB STRATEGIC TR
$42M1.7M2.6%08
VTI
VANGUARD INDEX FDS
$35M109K2.2%09
QQQ
INVESCO QQQ TR
$33M58K2.1%10
VGIT
VANGUARD SCOTTSDALE FDS
$30M501K1.9%

Filing history

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 positionsLocked2023Q2Jun 30
$1.0B▲ 7.1%
303 positionsLocked
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