Roundview Capital LLC: 13F holdings
CIK 14768042026Q2
| Positions | 349 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 349 (+9 vs prior quarter) |
|---|
| Reported value | $1.8bn (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 250,743 | $88.6m | 4.8% |
| AAPL APPLE INC | 288,914 | $83.6m | 4.6% |
| VOO VANGUARD INDEX FDS | 97,191 | $66.8m | 3.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 120,454 | $60.3m | 3.3% |
| MSFT MICROSOFT CORP | 147,038 | $54.8m | 3.0% |
| AMZN AMAZON COM INC | 218,030 | $52.0m | 2.8% |
| SCHB SCHWAB STRATEGIC TR | 1,744,303 | $50.5m | 2.8% |
| QQQ INVESCO QQQ TR | 62,585 | $46.1m | 2.5% |
| VTI VANGUARD INDEX FDS | 114,717 | $42.5m | 2.3% |
| NVDA NVIDIA CORPORATION | 182,409 | $36.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1476804")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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