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Viewpoint Capital Management

Latest statistics and disclosures from Viewpoint Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, VOO, NVDA, BAC, IWN, and represent 30.31% of Viewpoint Capital Management's stock portfolio.
Added to shares of these 10 stocks: SOFI, TQQQ, AMZN, IWM, LLY, IWN, IBB, XLE, BMNG, TSLA.
Started 3 new stock positions in LLY, SOFI, BMNG.
Reduced shares in these 10 stocks: NVDA, ETHE, NFLX, AAPL, ARKK, KMB, VZ, QQQ, IWS, BHC.
Sold out of its positions in ARKK, BHC, ETHE, OEF, IVV, IVW, IVE, IEF, EMB, MBB. USIG, IGSB, TLH, EFV, EFG, IUSB, KMB, NFLX, VZ.
Viewpoint Capital Management was a net buyer of stock by $1.2M.
Viewpoint Capital Management has $231M in assets under management (AUM), dropping by 1.63%.
Central Index Key (CIK): 0001906223

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Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	12.5	$29M		125k	230.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.3	$12M		20k	627.13	View chart
NVIDIA Corporation (NVDA)	4.8	$11M	-4%	60k	186.50	View chart
Bank of America Corporation (BAC)	3.9	$9.1M		165k	55.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	3.7	$8.6M	+2%	48k	181.21	View chart
Tesla Motors (TSLA)	3.6	$8.4M		19k	449.73	View chart
Caterpillar (CAT)	3.2	$7.3M		13k	572.87	View chart
Citigroup Com New (C)	3.1	$7.1M		61k	116.69	View chart
Microsoft Corporation (MSFT)	2.9	$6.6M		14k	483.62	View chart
Spdr Series Trust State Street Spd (XHB)	2.6	$6.1M		59k	102.96	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.4	$5.6M		39k	143.33	View chart
Ge Aerospace Com New (GE)	2.1	$4.9M		16k	308.02	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	2.0	$4.7M		127k	37.09	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	1.7	$3.8M		113k	34.05	View chart
Apple (AAPL)	1.5	$3.6M	-5%	13k	271.87	View chart
American Intl Group Com New (AIG)	1.5	$3.5M		41k	85.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$3.4M		28k	120.18	View chart
Oracle Corporation (ORCL)	1.4	$3.3M		17k	194.91	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	1.3	$3.1M		45k	68.50	View chart
Johnson & Johnson (JNJ)	1.3	$3.0M		14k	206.95	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$2.9M		9.4k	313.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$2.9M	+8%	12k	246.16	View chart
Ishares Tr China Lg-cap Etf (FXI)	1.2	$2.9M		75k	38.29	View chart
Procter & Gamble Company (PG)	1.2	$2.8M		20k	143.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.7M		11k	257.95	View chart
Ge Vernova (GEV)	1.1	$2.6M		4.0k	653.58	View chart
Ishares Tr Ishares Biotech (IBB)	1.0	$2.3M	+8%	14k	168.77	View chart
Costco Wholesale Corporation (COST)	1.0	$2.3M		2.7k	862.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.3M	-5%	3.8k	614.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.3M	+4%	24k	96.03	View chart
Pepsi (PEP)	1.0	$2.3M		16k	143.52	View chart
Home Depot (HD)	1.0	$2.3M	-4%	6.6k	344.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.9	$2.2M		40k	54.71	View chart
Morgan Stanley Com New (MS)	0.9	$2.1M		12k	177.53	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.1M	-2%	6.5k	322.23	View chart
Porch Group (PRCH)	0.8	$1.9M		209k	9.13	View chart
Ishares Msci Germany Etf (EWG)	0.8	$1.8M		43k	42.50	View chart
Bristol Myers Squibb (BMY)	0.7	$1.7M		32k	53.94	View chart
Sofi Technologies (SOFI)	0.7	$1.6M	NEW	61k	26.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M		5.0k	312.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.5M		2.2k	681.92	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M		12k	120.34	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$1.5M	+6%	10k	141.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M		27k	53.76	View chart
Altria (MO)	0.6	$1.4M		24k	57.66	View chart
Meta Platforms Cl A (META)	0.6	$1.3M		2.0k	660.20	View chart
Spdr Series Trust State Street Spd (XBI)	0.5	$1.2M		10k	121.93	View chart
At&t (T)	0.5	$1.2M		48k	24.84	View chart
Ishares Tr Core Msci Euro (IEUR)	0.5	$1.2M		17k	70.98	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.5	$1.2M		26k	45.54	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$1.1M		24k	46.29	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.1M	+7%	16k	67.22	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$1.0M	-12%	7.3k	141.05	View chart
Clorox Company (CLX)	0.4	$978k		9.7k	100.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$959k		15k	62.47	View chart
Goldman Sachs (GS)	0.4	$941k	-5%	1.1k	879.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$822k		6.0k	136.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$780k		14k	54.77	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$749k	+100%	14k	52.72	View chart
Zillow Group Cl C Cap Stk (Z)	0.3	$702k		10k	68.22	View chart
Abbvie (ABBV)	0.3	$699k		3.1k	228.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$686k		1.4k	487.86	View chart
Direxion Shs Etf Tr Daily Googl 2x S (GGLL)	0.3	$678k		7.0k	96.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$669k		8.2k	81.17	View chart
3M Company (MMM)	0.3	$664k		4.1k	160.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$576k		1.1k	502.65	View chart
Spdr Series Trust State Street Spd (KRE)	0.2	$519k		8.0k	64.81	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.2	$504k		6.2k	81.01	View chart
Charles Schwab Corporation (SCHW)	0.2	$500k		5.0k	99.91	View chart
St. Joe Company (JOE)	0.2	$498k		8.4k	59.37	View chart
Emerson Electric (EMR)	0.2	$494k		3.7k	132.72	View chart
Walt Disney Company (DIS)	0.2	$462k		4.1k	113.77	View chart
Ishares Msci Brazil Etf (EWZ)	0.2	$450k		14k	31.77	View chart
General Mills (GIS)	0.2	$435k		9.4k	46.50	View chart
PNC Financial Services (PNC)	0.2	$420k		2.0k	208.73	View chart
Palantir Technologies Cl A (PLTR)	0.2	$402k	+8%	2.3k	177.75	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.2	$402k		7.3k	55.15	View chart
Coca-Cola Company (KO)	0.2	$392k		5.6k	69.91	View chart
Intuitive Surgical Com New (ISRG)	0.2	$382k		675.00	566.36	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$380k		4.6k	82.02	View chart
Merck & Co (MRK)	0.2	$373k		3.5k	105.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$357k		900.00	396.31	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$356k	-16%	4.4k	80.74	View chart
Ishares Msci Netherl Etf (EWN)	0.2	$355k		6.2k	57.03	View chart
Deere & Company (DE)	0.1	$319k		686.00	465.57	View chart
Waters Corporation (WAT)	0.1	$310k		815.00	379.83	View chart
Uber Technologies (UBER)	0.1	$305k		3.7k	81.71	View chart
Ishares Tr India 50 Etf (INDY)	0.1	$296k		6.0k	49.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$284k		377.00	753.78	View chart
Starbucks Corporation (SBUX)	0.1	$284k		3.4k	84.21	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$282k		4.1k	68.76	View chart
KB Home (KBH)	0.1	$280k		5.0k	56.41	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$280k		5.7k	49.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$261k	+100%	5.8k	44.71	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$243k	-14%	2.6k	93.89	View chart
International Business Machines (IBM)	0.1	$240k		810.00	296.21	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$230k		5.0k	45.98	View chart
Corning Incorporated (GLW)	0.1	$228k		2.6k	87.56	View chart
Ishares Msci Aust Etf (EWA)	0.1	$223k		8.5k	26.19	View chart
Eli Lilly & Co. (LLY)	0.1	$221k	NEW	206.00	1074.68	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$208k		1.2k	173.53	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$205k		521.00	393.92	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$203k		1.9k	109.91	View chart
Vanguard World Industrial Etf (VIS)	0.1	$179k		600.00	298.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$171k		362.00	473.30	View chart
Vanguard World Financials Etf (VFH)	0.1	$163k		1.2k	133.49	View chart
Nio Spon Ads (NIO)	0.1	$153k		30k	5.10	View chart
Ishares Msci Cda Etf (EWC)	0.1	$133k		2.5k	53.93	View chart
Ishares Msci Hong Kg Etf (EWH)	0.1	$133k		6.2k	21.25	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$132k		2.6k	51.60	View chart
Sana Biotechnology (SANA)	0.0	$96k		24k	4.07	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$96k		2.9k	33.45	View chart
Themes Etf Tr Leverage Shs 2x (BMNG)	0.0	$95k	NEW	30k	3.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$72k		213.00	335.58	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$71k		30k	2.35	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$53k		1.3k	40.35	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$40k		16k	2.47	View chart
Ishares Msci Sth Afr Etf (EZA)	0.0	$37k		540.00	68.80	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$35k		235.00	148.17	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$27k		580.00	46.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$19k		100.00	190.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$19k		180.00	102.54	View chart
Ishares Msci Israel Etf (EIS)	0.0	$18k		160.00	110.03	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$17k		275.00	60.69	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$11k		100.00	107.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$7.7k		142.00	53.88	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$5.4k	+100%	120.00	45.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$5.3k		50.00	106.70	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$4.2k		50.00	83.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.6k		9.00	290.22	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$1.3k		20.00	65.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$399.000000	-92%	2.00	199.50	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$97.000000		1.00	97.00	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$34.000000		2.00	17.00	View chart

Past Filings by Viewpoint Capital Management

SEC 13F filings are viewable for Viewpoint Capital Management going back to 2021

Viewpoint Capital Management 2025 Q4 filed Feb. 11, 2026
Viewpoint Capital Management 2025 Q3 filed Oct. 22, 2025
Viewpoint Capital Management 2025 Q2 filed July 23, 2025
Viewpoint Capital Management 2025 Q1 filed April 29, 2025
Viewpoint Capital Management 2024 Q4 filed Jan. 29, 2025
Viewpoint Capital Management 2024 Q3 filed Oct. 24, 2024
Viewpoint Capital Management 2024 Q2 filed July 30, 2024
Viewpoint Capital Management 2024 Q1 filed April 16, 2024
Viewpoint Capital Management 2023 Q4 filed Jan. 30, 2024
Viewpoint Capital Management 2023 Q3 filed Oct. 26, 2023
Viewpoint Capital Management 2023 Q2 filed Aug. 10, 2023
Viewpoint Capital Management 2023 Q1 filed May 12, 2023
Viewpoint Capital Management 2022 Q4 filed Feb. 14, 2023
Viewpoint Capital Management 2022 Q3 filed Nov. 10, 2022
Viewpoint Capital Management 2022 Q2 filed Aug. 11, 2022
Viewpoint Capital Management 2022 Q1 filed May 10, 2022

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