account_balance
Investment manager · 13F filer · SEC CIK 1476804
Roundview Capital LLC
Reported value$1.8Bas of Sep 30, 2026
Positions337 17 new, 29 sold out
Top 10 weight33.9%AAPL alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%Trimmed −2%
GOOGAlphabet Inc.
4.5%Trimmed −5%
MSFTMicrosoft Corp
4.0%Trimmed −3%
VOOVanguard Index FDS
3.8%
BRK-BBerkshire Hathaway Inc
3.3%
AMZNAmazon.com Inc
2.9%Trimmed −4%
SCHBSchwab Strategic Tr
2.9%
QQQInvesco QQQ Tr
2.6%
NVDANVIDIA Corp
2.5%Added +9%
VTIVanguard Index FDS
2.1%Trimmed −11%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.8%−7%
BIVVanguard Bd Index FDS
1.6%
AAPLApple Inc.
5.2%Trimmed −2%
GOOGAlphabet Inc.
4.5%Trimmed −5%
MSFTMicrosoft Corp
4.0%−3%
VOOVanguard Index FDS
3.8%
BRK-BBerkshire Hathaway Inc
3.3%
AMZNAmazon.com Inc
2.9%
SCHBSchwab Strategic Tr
2.9%
QQQInvesco QQQ Tr
2.6%
NVDANVIDIA Corp
2.5%
VTI2.1%
TSM1.8%BIV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.2% Trimmed −2%GOOG Alphabet Inc. 4.5% Trimmed −5%MSFT Microsoft Corp 4.0% Trimmed −3%
VOO Vanguard Index FDS 3.8% Held
BRK-B Berkshire Hathaway Inc 3.3% HeldAMZN Amazon.com Inc 2.9% Trimmed −4%SCHB Schwab Strategic Tr 2.9% Held
QQQ Invesco QQQ Tr 2.6% Held
NVDA NVIDIA Corp 2.5% Added +9%VTI Vanguard Index FDS 2.1% Trimmed −11%
TSM Taiwan Semiconductor Manufacturing Co Ltd 1.8% Trimmed −7%BIV Vanguard Bd Index FDS 1.6% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.