Roundview Capital LLC
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,828,934
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 349 | 1,828,934 | 13F-HR | Roundview Capital LLC |
| Q1 2026 | 5/8/2026 | 340 | 1,605,367 | 13F-HR | Roundview Capital LLC |
| Q4 2025 | 2/9/2026 | 331 | 1,625,668 | 13F-HR | Roundview Capital LLC |
| Q3 2025 | 11/12/2025 | 336 | 1,581,808 | 13F-HR | Roundview Capital LLC |
| Q2 2025 | 7/23/2025 | 324 | 1,496,116 | 13F-HR | Roundview Capital LLC |
| Q2 2014 | 8/8/2014 | 150 | 247,336 | 13F-HR | Roundview Capital LLC |
| Q1 2014 | 4/30/2014 | 125 | 205,908 | 13F-HR | Roundview Capital LLC |
| Q4 2013 | 2/12/2014 | 129 | 218,160 | 13F-HR | Roundview Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.1 M | 60.1% | 134.5 K | 0 | 134.5 K |
| ETFs | 724.6 K | 39.6% | 89.11 K | 0 | 89.11 K |
| Debt | 4.569 K | 0.2% | 0 | 36 | -36 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
1,828,934
Holdings
349
QoQ value change ($000)
223,567
(13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.