Universe · entity
Roundview Capital LLC
Institutional manager (13F) · CIK 1476804
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $73M | 288,864 |
| 2 | ALPHABET INC | $72M | 249,993 |
| 3 | BERKSHIRE HATHAWAY INC DEL | $63M | 130,469 |
| 4 | VANGUARD INDEX FDS | $59M | 98,347 |
| 5 | MICROSOFT CORP | $57M | 153,147 |
| 6 | AMAZON COM INC | $44M | 213,022 |
| 7 | SCHWAB STRATEGIC TR | $42M | 1,681,293 |
| 8 | VANGUARD INDEX FDS | $35M | 109,247 |
| 9 | INVESCO QQQ TR | $33M | 57,819 |
| 10 | VANGUARD SCOTTSDALE FDS | $30M | 500,610 |
| 11 | NVIDIA CORPORATION | $29M | 168,649 |
| 12 | VANGUARD BD INDEX FDS | $29M | 373,251 |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $26M | 76,677 |
| 14 | META PLATFORMS INC | $22M | 38,000 |
| 15 | MASTERCARD INCORPORATED | $20M | 39,207 |
| 16 | VISA INC | $18M | 60,533 |
| 17 | JPMORGAN CHASE & CO | $18M | 61,668 |
| 18 | COSTCO WHOLESALE CORPORATION | $18M | 18,060 |
| 19 | SPDR SERIES TRUST | $18M | 195,875 |
| 20 | VANGUARD BD INDEX FDS | $18M | 243,170 |
| 21 | ISHARES TR | $17M | 322,146 |
| 22 | JOHNSON & JOHNSON | $17M | 69,879 |
| 23 | VANGUARD SCOTTSDALE FDS | $17M | 200,272 |
| 24 | WALMART INC | $15M | 117,321 |
| 25 | VANGUARD INDEX FDS | $13M | 46,786 |
| 26 | PROGRESSIVE CORP | $13M | 67,421 |
| 27 | INVESCO EXCH TRADED FD TR II | $13M | 53,295 |
| 28 | ISHARES TR | $12M | 119,722 |
| 29 | CATERPILLAR INC | $12M | 16,756 |
| 30 | VANGUARD INSTL INDEX FD | $12M | 154,293 |
| 31 | VANGUARD SCOTTSDALE FDS | $12M | 145,141 |
| 32 | FASTENAL CO | $11M | 247,311 |
| 33 | VANGUARD TAX-MANAGED FDS | $11M | 176,841 |
| 34 | ISHARES TR | $11M | 17,091 |
| 35 | VANGUARD WORLD FD | $11M | 63,995 |
| 36 | VANGUARD SCOTTSDALE FDS | $11M | 186,244 |
| 37 | MCDONALDS CORP | $10M | 33,516 |
| 38 | SELECT SECTOR SPDR TR | $10M | 74,058 |
| 39 | STATE STR SPDR S&P 500 ETF T | $10M | 15,114 |
| 40 | ASML HLDG NV | $10M | 7,249 |
| 41 | INTUITIVE SURGICAL INC | $9M | 19,065 |
| 42 | SPDR SERIES TRUST | $9M | 255,260 |
| 43 | CARLISLE COS INC | $8M | 25,443 |
| 44 | VANGUARD INTL EQUITY INDEX F | $8M | 155,467 |
| 45 | ATLANTA BRAVES HLDGS INC | $8M | 176,080 |
| 46 | SCHWAB STRATEGIC TR | $8M | 339,388 |
| 47 | BROADCOM INC | $8M | 26,556 |
| 48 | VANGUARD INDEX FDS | $8M | 30,793 |
| 49 | GOLDMAN SACHS GROUP INC | $8M | 9,397 |
| 50 | VANGUARD MALVERN FDS | $8M | 154,689 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.