Roundview Capital LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001476804 · PRINCETON, NJ

As of Sep 30, 2025, Roundview Capital LLC reported 336 positions worth .5B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
APPLE INC	AAPL	Technology	290,170	$73.9M	4.89%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	145,657	$73.2M	4.85%
MICROSOFT CORP	MSFT	Technology	138,836	$71.9M	4.76%
ALPHABET INC	GOOG	Equity	251,475	$61.2M	4.06%
VANGUARD 500 INDEX FUND	VOO	—	96,017	$58.8M	3.89%
AMAZON.COM INC	AMZN	Equity	208,555	$45.8M	3.03%
SCHWAB US BROAD MARKET ETF	SCHB	—	1,636,658	$42.1M	2.79%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	106,487	$34.9M	2.31%
INVESCO QQQ TRUST SERIES 1	QQQ	—	56,154	$33.7M	2.23%
NVIDIA CORP	NVDA	Technology	167,126	$31.2M	2.07%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	489,127	$29.4M	1.94%
VANGUARD INTERMEDIATE-TERM B	BIV	—	337,562	$26.4M	1.75%
META PLATFORMS INC	META	Communication Services	35,582	$26.1M	1.73%
MASTERCARD INC	MA	Financial Services	40,309	$22.9M	1.52%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Technology	76,034	$21.2M	1.41%
JPMORGAN CHASE & CO	JPM	Financial Services	62,445	9.7M	1.30%
VISA INC-CLASS A SHARES	V	Financial Services	52,691	8.0M	1.19%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	191,143	7.5M	1.16%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	17,384	6.1M	1.07%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGIB	—	290,354	5.7M	1.04%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	209,298	5.6M	1.03%
PROGRESSIVE CORP	PGR	Financial Services	61,596	5.2M	1.01%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	174,640	4.7M	0.97%
VANGUARD MID-CAP INDEX FUND	VO	—	43,835	2.9M	0.85%
WALMART INC	WMT	Consumer Defensive	123,236	2.7M	0.84%