Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Roundview Capital LLC (CIK 1476804) reported $1.61B across 339 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($73.3M, 4.57%), GOOG ($71.7M, 4.47%), BRK/B ($62.5M, 3.89%), VOO ($58.8M, 3.66%), MSFT ($56.7M, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $73.3M | 4.57% | 288,864 | Trimmed |
| 2 | GOOG | ALPHABET INC | $71.7M | 4.47% | 249,993 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.5M | 3.89% | 130,469 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $58.8M | 3.66% | 98,347 | Added |
| 5 | MSFT | MICROSOFT CORP | $56.7M | 3.53% | 153,147 | Added |
| 6 | AMZN | AMAZON COM INC | $44.4M | 2.76% | 213,022 | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $42.2M | 2.63% | 1.7M | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $35.0M | 2.18% | 109,247 | Added |
| 9 | QQQ | INVESCO QQQ TR | $33.4M | 2.08% | 57,819 | Added |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $29.8M | 1.86% | 500,610 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $29.4M | 1.83% | 168,649 | Trimmed |
| 12 | BIV | VANGUARD BD INDEX FDS | $28.8M | 1.79% | 373,251 | Added |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.9M | 1.61% | 76,677 | Trimmed |
| 14 | META | META PLATFORMS INC | $21.7M | 1.35% | 38,000 | Added |
| 15 | MA | MASTERCARD INCORPORATED | $19.6M | 1.22% | 39,207 | Trimmed |
| 16 | V | VISA INC | $18.3M | 1.14% | 60,533 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $18.1M | 1.13% | 61,668 | Trimmed |
| 18 | BND | VANGUARD BD INDEX FDS | $17.9M | 1.12% | 243,170 | Added |
| 19 | BIL | SPDR SERIES TRUST | $18.0M | 1.12% | 195,875 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $18.0M | 1.12% | 18,060 | Added |
| 21 | IGIB | ISHARES TR | $17.1M | 1.07% | 322,146 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $17.1M | 1.06% | 69,879 | Added |
| 23 | VCIT | VANGUARD SCOTTSDALE FDS | $16.6M | 1.03% | 200,272 | Added |
| 24 | WMT | WALMART INC | $14.6M | 0.91% | 117,321 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $13.4M | 0.84% | 46,786 | Added |
Source: SEC Form 13F filings · as of 2026-03-31