CIK 1476804
Roundview Capital LLC
Institutional 13F holdings & portfolio
Holdings
331
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 331
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 290K | $1M+ | SH |
| GOOG | ALPHABET INC | 249K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 145K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 141K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 97K | $1M+ | SH |
| AMZN | AMAZON COM INC | 210K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 1.7M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 108K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 57K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 169K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 492K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 356K | $1M+ | SH |
| META | META PLATFORMS INC | 38K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 77K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 41K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 62K | $1M+ | SH |
| V | VISA INC | 56K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 201K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 229K | $1M+ | SH |
| IGIB | ISHARES TR | 311K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 187K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 18K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 65K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 69K | $1M+ | SH |
| WMT | WALMART INC | 119K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 52K | $1M+ | SH |
| IVV | ISHARES TR | 17K | $1M+ | SH |
| AGG | ISHARES TR | 115K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 140K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 173K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 181K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 15K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 18K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 71K | $1M+ | SH |
| MCD | MCDONALDS CORP | 33K | $1M+ | SH |
| FAST | FASTENAL CO | 244K | $1M+ | SH |
| CAT | CATERPILLAR INC | 17K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 25K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 356K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 10K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 247K | $1M+ | SH |
| CSL | CARLISLE COS INC | 25K | $1M+ | SH |
| HEI | HEICO CORP NEW | 25K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 63K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 159K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| BATRA | ATLANTA BRAVES HLDGS INC | 178K | $1M+ | SH |
| ASML | ASML HOLDING N V | 7K | $1M+ | SH |