Roundview Capital LLC
CIK 1476804
13F filing for Q2 2026・No. 1,745
- Holdings
- US$1.83B
- Quarter change
- +US$223.57M
- Entries
- 349
- Net bought (estimate)
- +US$48.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 36
- Sold out 27
- Cut 117
- Added 149
- Corporate actions 2
- Unchanged 47
Largest holdings
349 stocks worth US$1.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Added | 250,743 | US$88.6M | 4.84% |
| AAPLAppleCOM | Added | 288,914 | US$83.6M | 4.57% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 97,191 | US$66.75M | 3.65% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 120,454 | US$60.27M | 3.30% |
| MSFTMicrosoftCOM | Cut | 147,038 | US$54.85M | 3.00% |
| AMZNAmazonCOM | Added | 218,030 | US$51.97M | 2.84% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 1,744,303 | US$50.52M | 2.76% |
| QQQInvesco QQQUNIT SER 1 | Added | 62,585 | US$46.09M | 2.52% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 114,717 | US$42.45M | 2.32% |
| NVDANvidiaCOM | Added | 182,409 | US$36.5M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.