Roundview Capital
$1.6B Assets Reported
352 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 288,864 | $73M | 4.6% |
| GOOG | ALPHABET INC | 249,993 | $72M | 4.5% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 130,469 | $63M | 3.9% |
| VOO | VANGUARD INDEX FDS | 98,347 | $59M | 3.7% |
| MSFT | MICROSOFT CORP | 153,147 | $57M | 3.5% |
| AMZN | AMAZON COM INC | 213,022 | $44M | 2.8% |
| SCHB | SCHWAB STRATEGIC TR | 1,681,293 | $42M | 2.6% |
| VTI | VANGUARD INDEX FDS | 109,247 | $35M | 2.2% |
| QQQ | INVESCO QQQ TR | 57,819 | $33M | 2.1% |
| VGIT | VANGUARD SCOTTSDALE FDS | 500,610 | $30M | 1.9% |
Track Roundview Capital's 13F portfolio: $1.6B in reported holdings, 352 positions. Top holdings, AUM, and quarterly changes on SentiSense.