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, TSLA, and represent 29.74% of Viewpoint Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IBB, ETHE, ARKK, GLW, IWM, IWN, QQQ, VSS, XHB, KWEB.
- Started 16 new stock positions in IVE, ETHE, EFV, MBB, USIG, IVV, IUSB, EFG, IEF, TLH. OEF, ARKK, IVW, GLW, EMB, IGSB.
- Reduced shares in these 10 stocks: NVDA, PEP, PG, IAU, TSLA, BHC, Z, AAPL, BMY, XOM.
- Sold out of its positions in EWW, IJS.
- Viewpoint Capital Management was a net buyer of stock by $2.3M.
- Viewpoint Capital Management has $227M in assets under management (AUM), dropping by 11.44%.
- Central Index Key (CIK): 0001906223
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Portfolio Holdings for Viewpoint Capital Management
Viewpoint Capital Management holds 150 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 11.9 | $27M | 123k | 219.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.3 | $12M | 20k | 612.38 |
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| NVIDIA Corporation (NVDA) | 5.2 | $12M | -4% | 63k | 186.58 |
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| Bank of America Corporation (BAC) | 3.8 | $8.6M | 166k | 51.59 |
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| Tesla Motors (TSLA) | 3.6 | $8.2M | 18k | 444.73 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 3.6 | $8.2M | +2% | 46k | 176.81 |
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| Microsoft Corporation (MSFT) | 3.1 | $7.1M | 14k | 517.94 |
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| Spdr Series Trust S&p Homebuild (XHB) | 2.9 | $6.5M | +2% | 59k | 110.80 |
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| Citigroup Com New (C) | 2.7 | $6.2M | 62k | 101.50 |
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| Caterpillar (CAT) | 2.7 | $6.1M | 13k | 477.15 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.4 | $5.5M | +2% | 39k | 142.55 |
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| Ge Aerospace Com New (GE) | 2.1 | $4.8M | 16k | 300.83 |
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| Oracle Corporation (ORCL) | 2.1 | $4.7M | 17k | 281.24 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 2.0 | $4.7M | +2% | 111k | 42.01 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 1.9 | $4.4M | +2% | 127k | 34.34 |
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| Apple (AAPL) | 1.6 | $3.6M | 14k | 254.64 |
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| Porch Group (PRCH) | 1.6 | $3.5M | 210k | 16.78 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $3.4M | 28k | 118.83 |
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| American Intl Group Com New (AIG) | 1.4 | $3.2M | 41k | 78.54 |
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| Ishares Tr China Lg-cap Etf (FXI) | 1.4 | $3.1M | 75k | 41.14 |
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| Ishares Tr Mrning Sm Cp Etf (ISCV) | 1.3 | $3.0M | 45k | 66.64 |
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| Procter & Gamble Company (PG) | 1.3 | $3.0M | -3% | 20k | 153.65 |
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| Home Depot (HD) | 1.2 | $2.8M | 6.8k | 405.19 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $2.7M | 11k | 254.28 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.6M | 14k | 185.43 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.6M | +7% | 11k | 241.96 |
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| Costco Wholesale Corporation (COST) | 1.1 | $2.5M | 2.7k | 925.63 |
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| Ge Vernova (GEV) | 1.1 | $2.5M | 4.0k | 614.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.4M | +7% | 4.0k | 600.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.3M | 9.3k | 243.54 |
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| Pepsi (PEP) | 1.0 | $2.2M | -4% | 16k | 140.44 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $2.2M | +2% | 23k | 93.37 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $2.1M | 40k | 53.40 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.1M | 6.7k | 315.44 |
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| Morgan Stanley Com New (MS) | 0.8 | $1.9M | 12k | 158.96 |
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| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.8M | +1532% | 13k | 144.37 |
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| Ishares Msci Germany Etf (EWG) | 0.8 | $1.8M | 43k | 41.61 |
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| Altria (MO) | 0.7 | $1.6M | 24k | 66.06 |
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| Meta Platforms Cl A (META) | 0.7 | $1.5M | 2.0k | 734.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.5M | +6% | 2.2k | 666.18 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $1.4M | 27k | 54.18 |
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| Bristol Myers Squibb (BMY) | 0.6 | $1.4M | -4% | 32k | 45.10 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | -3% | 13k | 112.75 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.4M | 9.8k | 142.10 |
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| At&t (T) | 0.6 | $1.3M | 48k | 28.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.2M | 4.9k | 243.09 |
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| Clorox Company (CLX) | 0.5 | $1.2M | 9.7k | 123.30 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.5 | $1.2M | 26k | 45.24 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $1.2M | 8.3k | 139.67 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.5 | $1.1M | 17k | 68.12 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.5 | $1.1M | 24k | 44.20 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.4 | $1.0M | 10k | 100.20 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $971k | +8% | 15k | 65.92 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $920k | 15k | 59.92 |
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| Goldman Sachs (GS) | 0.4 | $902k | -3% | 1.1k | 796.35 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $855k | 6.0k | 142.41 |
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| Zillow Group Cl C Cap Stk (Z) | 0.3 | $792k | -8% | 10k | 77.05 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $767k | 14k | 53.87 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $734k | 7.1k | 103.40 |
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| Abbvie (ABBV) | 0.3 | $708k | 3.1k | 231.54 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $674k | 1.4k | 479.61 |
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| 3M Company (MMM) | 0.3 | $643k | 4.1k | 155.18 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $589k | -13% | 8.1k | 72.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $573k | 1.1k | 502.74 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.2 | $507k | -4% | 8.0k | 63.30 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $495k | -3% | 6.2k | 79.51 |
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| Emerson Electric (EMR) | 0.2 | $489k | 3.7k | 131.18 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $477k | 5.0k | 95.47 |
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| General Mills (GIS) | 0.2 | $472k | 9.4k | 50.42 |
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| Walt Disney Company (DIS) | 0.2 | $465k | 4.1k | 114.50 |
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| Direxion Shs Etf Tr Daily Googl 2x S (GGLL) | 0.2 | $442k | 7.0k | 63.15 |
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| Ishares Msci Brazil Etf (EWZ) | 0.2 | $439k | 14k | 31.00 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $424k | 5.3k | 80.21 |
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| St. Joe Company (JOE) | 0.2 | $415k | 8.4k | 49.48 |
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| PNC Financial Services (PNC) | 0.2 | $404k | 2.0k | 200.93 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $383k | -8% | 7.3k | 52.53 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $382k | -3% | 2.1k | 182.42 |
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| Coca-Cola Company (KO) | 0.2 | $372k | 5.6k | 66.32 |
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| Uber Technologies (UBER) | 0.2 | $365k | 3.7k | 97.97 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $361k | 6.2k | 58.01 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $348k | -4% | 4.6k | 75.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $320k | 900.00 | 355.47 |
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| KB Home (KBH) | 0.1 | $316k | 5.0k | 63.64 |
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| Deere & Company (DE) | 0.1 | $314k | 686.00 | 457.26 |
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| Ishares Tr India 50 Etf (INDY) | 0.1 | $306k | 6.0k | 50.90 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $302k | 675.00 | 447.23 |
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| Merck & Co (MRK) | 0.1 | $300k | 3.6k | 83.93 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $294k | 3.0k | 97.08 |
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| Starbucks Corporation (SBUX) | 0.1 | $285k | 3.4k | 84.60 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $282k | 377.00 | 746.63 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $272k | 4.1k | 66.22 |
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| Ishares Msci Sweden Etf (EWD) | 0.1 | $268k | 5.7k | 47.20 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $261k | -6% | 2.9k | 89.34 |
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| Waters Corporation (WAT) | 0.1 | $244k | 815.00 | 299.81 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $240k | NEW | 7.0k | 34.27 |
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| Ishares Msci Aust Etf (EWA) | 0.1 | $229k | 8.5k | 27.00 |
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| Netflix (NFLX) | 0.1 | $229k | -2% | 191.00 | 1198.92 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $229k | 1.2k | 190.58 |
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| Nio Spon Ads (NIO) | 0.1 | $229k | 30k | 7.62 |
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| International Business Machines (IBM) | 0.1 | $229k | 810.00 | 282.16 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $225k | 5.0k | 45.08 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $223k | NEW | 2.6k | 86.30 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $223k | 1.8k | 124.34 |
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| Corning Incorporated (GLW) | 0.1 | $213k | NEW | 2.6k | 82.03 |
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| Verizon Communications (VZ) | 0.1 | $213k | 4.8k | 43.95 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $206k | 521.00 | 396.15 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $206k | 1.9k | 111.22 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $178k | 600.00 | 296.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $170k | 362.00 | 468.41 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $160k | 1.2k | 131.24 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $135k | 6.2k | 21.55 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $133k | 2.6k | 52.30 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $125k | 2.5k | 50.55 |
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| Bausch Health Companies (BHC) | 0.1 | $116k | -38% | 18k | 6.45 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $96k | 2.9k | 33.68 |
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| Clover Health Investments Com Cl A (CLOV) | 0.0 | $92k | 30k | 3.06 |
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| Sana Biotechnology (SANA) | 0.0 | $84k | -16% | 24k | 3.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $70k | 213.00 | 328.46 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $55k | 1.3k | 42.13 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $36k | 16k | 2.23 |
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| Ishares Msci Sth Afr Etf (EZA) | 0.0 | $35k | 540.00 | 64.10 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $34k | 235.00 | 145.88 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $27k | 580.00 | 45.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $19k | 100.00 | 186.49 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $18k | 180.00 | 99.95 |
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| Spdr Series Trust S&p Bk Etf (KBE) | 0.0 | $16k | 275.00 | 59.42 |
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| Ishares Msci Israel Etf (EIS) | 0.0 | $16k | 160.00 | 100.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $12k | NEW | 18.00 | 669.28 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $11k | 100.00 | 106.49 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $10k | NEW | 107.00 | 95.15 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $10k | NEW | 104.00 | 96.46 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $9.2k | NEW | 136.00 | 67.83 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $8.8k | NEW | 73.00 | 120.73 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $7.7k | 142.00 | 54.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $7.6k | NEW | 37.00 | 206.51 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $6.0k | NEW | 113.00 | 53.03 |
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| Ishares Tr Core Total Usd (IUSB) | 0.0 | $5.5k | NEW | 117.00 | 46.71 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $5.4k | 60.00 | 89.62 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $5.3k | 50.00 | 106.78 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $5.1k | NEW | 97.00 | 52.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $4.9k | +2400% | 25.00 | 195.88 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $4.0k | 50.00 | 79.80 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $3.7k | NEW | 11.00 | 332.82 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $3.2k | NEW | 28.00 | 113.89 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.6k | 9.00 | 293.78 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $2.2k | NEW | 21.00 | 103.00 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $1.2k | 20.00 | 58.70 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $381.000000 | NEW | 4.00 | 95.25 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $80.000000 | 1.00 | 80.00 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $32.000000 | 2.00 | 16.00 |
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Past Filings by Viewpoint Capital Management
SEC 13F filings are viewable for Viewpoint Capital Management going back to 2021
- 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
- Viewpoint Capital Management 2021 Q4 filed Feb. 14, 2022