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Filers›Holding Co.›Roundview Capital LLC
DOSSIER · 13F-HR · Q1 2026

Roundview Capital LLC

Roundview's holding co. based in Omaha, NE — $1.6B in tracked AUM across 340 positions as of Q1 2026.

R
Roundview·Omaha, NE·Holding Co.
CIK 0001476804 · last filed Mar 31, 2026
Total AUM
$1.6B
▲ 18.1%
vs prior
Holdings
340
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Roundview
haiku-4-5 · 340 positions indexed
Sector mix
  • Tech12%
  • Health Care6%
  • Communications20%
  • Industrials38%
  • Energy9%
  • Other15%
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