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, IWN, CAT, and represent 30.94% of Viewpoint Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VUG, AMD, VGT, YINN, NUE, LLY, ARKK, IWM, IWF, Themes Etf Tr.
- Started 6 new stock positions in ARKK, Themes Etf Tr, YINN, AMD, NUE, LLY.
- Reduced shares in these 10 stocks: AMZN (-$11M), CAT, ORCL, BAC, C, NVDA, MSFT, , AIG, XHB.
- Sold out of its positions in ISRG, EWY, TIP, LQD, IWP, IUSV, IYW, IYH, ICLN, MUB. NFLX, SPY, KBE, XLB, BMNG, UBER, VGK, VNQ, VO, VZ, DEM.
- Viewpoint Capital Management was a net seller of stock by $-47M.
- Viewpoint Capital Management has $196M in assets under management (AUM), dropping by -8.27%.
- Central Index Key (CIK): 0001906223
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Portfolio Holdings for Viewpoint Capital Management
Viewpoint Capital Management holds 120 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 9.4 | $18M | -38% | 77k | 238.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.9 | $14M | 20k | 686.81 |
|
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| NVIDIA Corporation (NVDA) | 5.2 | $10M | -15% | 51k | 200.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 4.9 | $9.6M | -10% | 43k | 221.22 |
|
| Caterpillar (CAT) | 4.7 | $9.2M | -32% | 8.7k | 1064.90 |
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| Bank of America Corporation (BAC) | 3.7 | $7.2M | -21% | 127k | 56.98 |
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| Citigroup Com New (C) | 3.2 | $6.3M | -23% | 45k | 139.95 |
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| Spdr Series Trust St Str Sp Home (XHB) | 3.1 | $6.1M | -15% | 53k | 115.56 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.9 | $5.7M | -3% | 37k | 154.29 |
|
| Ge Aerospace Com New (GE) | 2.6 | $5.1M | -13% | 14k | 373.73 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $4.1M | +3% | 14k | 300.45 |
|
| Ge Vernova (GEV) | 2.1 | $4.1M | -13% | 3.5k | 1174.92 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 2.1 | $4.0M | -10% | 104k | 38.99 |
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| Microsoft Corporation (MSFT) | 1.8 | $3.6M | -29% | 9.6k | 373.01 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $3.5M | -15% | 24k | 148.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.5M | -3% | 10k | 353.32 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $3.2M | 11k | 303.12 |
|
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| Porch Group (PRCH) | 1.5 | $3.0M | 199k | 15.04 |
|
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| Johnson & Johnson (JNJ) | 1.5 | $2.9M | -15% | 12k | 253.97 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $2.9M | 3.9k | 736.41 |
|
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| Ishares Tr Mrning Sm Cp Etf (ISCV) | 1.4 | $2.7M | -23% | 35k | 78.32 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $2.7M | 26k | 103.88 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.3 | $2.6M | -10% | 38k | 68.41 |
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| Costco Wholesale Corporation (COST) | 1.3 | $2.5M | 2.7k | 935.57 |
|
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| Ishares Tr Ishares Biotech (IBB) | 1.3 | $2.5M | -8% | 13k | 190.19 |
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| Apple (AAPL) | 1.2 | $2.4M | -30% | 8.4k | 289.37 |
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| Procter & Gamble Company (PG) | 1.2 | $2.3M | -15% | 16k | 146.64 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 1.2 | $2.3M | -20% | 93k | 24.47 |
|
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 1.1 | $2.1M | 28k | 75.11 |
|
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| Home Depot (HD) | 1.1 | $2.1M | -8% | 5.9k | 352.68 |
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| Ishares Tr China Lg-cap Etf (FXI) | 1.0 | $2.0M | -11% | 65k | 31.59 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.8M | 5.1k | 357.36 |
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| Pepsi (PEP) | 0.9 | $1.8M | -13% | 13k | 135.40 |
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| Morgan Stanley Com New (MS) | 0.9 | $1.7M | -31% | 8.1k | 209.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $1.6M | 27k | 59.69 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.8 | $1.5M | -6% | 9.9k | 156.30 |
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| American Intl Group Com New (AIG) | 0.8 | $1.5M | -45% | 20k | 74.53 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.5M | +2% | 18k | 82.84 |
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| Ishares Msci Germany Etf (EWG) | 0.7 | $1.4M | -22% | 34k | 41.37 |
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| Altria (MO) | 0.7 | $1.3M | -25% | 18k | 71.95 |
|
| Bristol Myers Squibb (BMY) | 0.7 | $1.3M | -25% | 23k | 57.62 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.6 | $1.3M | 8.0k | 158.25 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.6 | $1.2M | 17k | 73.96 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.6 | $1.1M | 14k | 81.00 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.1M | 15k | 71.25 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $1.1M | -10% | 6.5k | 164.60 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | -38% | 7.6k | 136.72 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.5 | $1.0M | 24k | 42.78 |
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| Sofi Technologies (SOFI) | 0.5 | $929k | 52k | 17.93 |
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| At&t (T) | 0.5 | $886k | -15% | 43k | 20.70 |
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| Meta Platforms Cl A (META) | 0.4 | $883k | -25% | 1.6k | 563.17 |
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| Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) | 0.4 | $796k | 7.0k | 113.70 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $775k | -53% | 2.4k | 327.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $726k | +500% | 8.4k | 86.14 |
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| Corning Incorporated (GLW) | 0.3 | $664k | 2.6k | 255.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $592k | +3% | 1.2k | 500.39 |
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| Clorox Company (CLX) | 0.3 | $558k | -32% | 5.8k | 95.44 |
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| Abbvie (ABBV) | 0.3 | $542k | -28% | 2.2k | 251.64 |
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| St. Joe Company (JOE) | 0.3 | $512k | 8.2k | 62.63 |
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| Advanced Micro Devices (AMD) | 0.2 | $489k | NEW | 842.00 | 580.91 |
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.2 | $484k | -19% | 6.5k | 74.85 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $461k | 5.0k | 92.27 |
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| Goldman Sachs (GS) | 0.2 | $450k | -52% | 445.00 | 1011.37 |
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| Deere & Company (DE) | 0.2 | $435k | 686.00 | 634.33 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $415k | -44% | 7.7k | 53.61 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $413k | -5% | 5.9k | 70.34 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $412k | -20% | 4.9k | 83.79 |
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| Ishares Msci Japan Etf (EWJ) | 0.2 | $386k | -6% | 4.1k | 93.27 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $361k | +700% | 3.0k | 119.52 |
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| Waters Corporation (WAT) | 0.2 | $356k | 950.00 | 375.04 |
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| Direxion Shares Etf Trust Da Ft Ch Bu Etf (YINN) | 0.2 | $301k | NEW | 14k | 21.47 |
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| PNC Financial Services (PNC) | 0.2 | $298k | -39% | 1.2k | 246.22 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $289k | -40% | 8.4k | 34.50 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $286k | -37% | 4.6k | 62.21 |
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| Emerson Electric (EMR) | 0.1 | $285k | -46% | 2.0k | 143.15 |
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| Starbucks Corporation (SBUX) | 0.1 | $282k | -17% | 2.8k | 102.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $280k | -3% | 890.00 | 314.57 |
|
| 3M Company (MMM) | 0.1 | $264k | -51% | 1.6k | 161.91 |
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| Ishares Tr India 50 Etf (INDY) | 0.1 | $261k | 6.0k | 43.45 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $254k | 1.2k | 211.95 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $254k | -58% | 3.4k | 75.51 |
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| Nucor Corporation (NUE) | 0.1 | $248k | NEW | 1.1k | 222.75 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $247k | -14% | 3.9k | 64.00 |
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| Walt Disney Company (DIS) | 0.1 | $244k | -25% | 2.5k | 96.24 |
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| Eli Lilly & Co. (LLY) | 0.1 | $244k | NEW | 203.00 | 1200.46 |
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| Ishares Msci Sweden Etf (EWD) | 0.1 | $219k | -22% | 4.4k | 49.98 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $216k | 600.00 | 360.38 |
|
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| Coca-Cola Company (KO) | 0.1 | $215k | -42% | 2.6k | 81.27 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $212k | -28% | 6.7k | 31.52 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $209k | NEW | 2.6k | 80.82 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $207k | 521.00 | 396.61 |
|
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| Merck & Co (MRK) | 0.1 | $197k | -56% | 1.5k | 128.54 |
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| Ishares Msci Aust Etf (EWA) | 0.1 | $182k | -22% | 6.5k | 28.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $180k | +300% | 1.4k | 124.17 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $160k | 1.2k | 131.60 |
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| Tesla Motors (TSLA) | 0.1 | $159k | -84% | 378.00 | 420.64 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $158k | -40% | 1.5k | 102.25 |
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| Clover Health Investments Com Cl A (CLOV) | 0.1 | $157k | 30k | 5.24 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $154k | -48% | 2.1k | 73.21 |
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| KB Home (KBH) | 0.1 | $153k | -50% | 2.5k | 62.59 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $144k | 2.6k | 56.52 |
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| Themes Etf Tr Leverage Shs 2x | 0.1 | $119k | NEW | 13k | 9.13 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $116k | 2.9k | 40.68 |
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| General Mills (GIS) | 0.1 | $115k | -51% | 3.3k | 34.80 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.0 | $89k | -32% | 4.2k | 20.92 |
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| Sana Biotechnology (SANA) | 0.0 | $82k | 24k | 3.49 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $82k | -74% | 1.5k | 54.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $79k | 214.00 | 370.04 |
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| Oracle Corporation (ORCL) | 0.0 | $74k | -96% | 504.00 | 146.55 |
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| Bausch Health Companies (BHC) | 0.0 | $63k | -28% | 13k | 4.93 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $53k | +604% | 1.0k | 53.17 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $52k | -61% | 900.00 | 57.64 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $51k | 16k | 3.14 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $50k | 1.1k | 45.34 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $40k | -64% | 460.00 | 86.42 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $39k | 235.00 | 166.65 |
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| Ishares Msci Sth Afr Etf (EZA) | 0.0 | $31k | -9% | 490.00 | 63.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $22k | 100.00 | 217.93 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $20k | -65% | 450.00 | 44.03 |
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| Ishares Msci Israel Etf (EIS) | 0.0 | $19k | 160.00 | 120.71 |
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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 2026 Q2 filed Aug. 4, 2026
- Viewpoint Capital Management 2026 Q1 filed April 17, 2026
- 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