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, CAT, IWN, and represent 29.79% of Viewpoint Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CAT, SPY, XOM, XHB, BAC, C, IWP, MSFT, ISCV, MS.
- Started 22 new stock positions in EWY, DPST, IYW, LQD, VBR, IYH, SPCX, VLO, TIP, VGK. SPY, UBER, ISRG, ICLN, IWP, KBE, DEM, XOM, VO, IUSV, XLB, VNQ.
- Reduced shares in these 10 stocks: , AMZN, Z, TNA, , QQQ, NVDA, GIS, EFA, .
- Sold out of its positions in Exxon Mobil Corporation, GIS, ORCL, XLU, TSLA, Z.
- Viewpoint Capital Management was a net buyer of stock by $21M.
- Viewpoint Capital Management has $214M in assets under management (AUM), dropping by 9.04%.
- Central Index Key (CIK): 0001906223
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Portfolio Holdings for Viewpoint Capital Management
Viewpoint Capital Management holds 136 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 8.8 | $19M | 76k | 249.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $14M | 20k | 700.87 |
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| NVIDIA Corporation (NVDA) | 5.3 | $11M | 50k | 228.38 |
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| Caterpillar (CAT) | 4.6 | $9.9M | +40% | 12k | 810.79 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 4.5 | $9.7M | +7% | 46k | 209.45 |
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| Bank of America Corporation (BAC) | 3.7 | $8.0M | +16% | 147k | 54.43 |
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| Citigroup Com New (C) | 3.2 | $6.9M | +18% | 53k | 129.48 |
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| Spdr Series Trust St Str Sp Home (XHB) | 2.9 | $6.2M | +22% | 65k | 96.03 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.8 | $5.9M | +3% | 38k | 155.25 |
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| Microsoft Corporation (MSFT) | 2.7 | $5.7M | +15% | 11k | 512.90 |
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| Ge Aerospace Com New (GE) | 2.1 | $4.6M | +8% | 15k | 312.30 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 2.1 | $4.4M | +7% | 112k | 39.78 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $3.9M | +3% | 14k | 277.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $3.8M | +15% | 28k | 136.04 |
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| Johnson & Johnson (JNJ) | 1.7 | $3.6M | +16% | 14k | 264.74 |
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| Ge Vernova (GEV) | 1.6 | $3.5M | +6% | 3.7k | 950.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $3.5M | +2% | 10k | 340.73 |
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| Ishares Tr Mrning Sm Cp Etf (ISCV) | 1.6 | $3.3M | +28% | 45k | 74.81 |
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| Porch Group (PRCH) | 1.6 | $3.3M | 199k | 16.66 |
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| Apple (AAPL) | 1.5 | $3.2M | +13% | 9.6k | 333.01 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 1.4 | $3.0M | 11k | 284.50 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.3 | $2.8M | +12% | 43k | 66.79 |
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| Ishares Tr Ishares Biotech (IBB) | 1.3 | $2.8M | 14k | 210.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.8M | -5% | 3.7k | 739.78 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 1.2 | $2.7M | +16% | 109k | 24.51 |
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| Procter & Gamble Company (PG) | 1.2 | $2.6M | +13% | 18k | 145.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $2.6M | -3% | 25k | 103.89 |
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| Costco Wholesale Corporation (COST) | 1.1 | $2.4M | 2.7k | 910.50 |
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| Ishares Tr China Lg-cap Etf (FXI) | 1.1 | $2.3M | +4% | 68k | 34.02 |
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| Morgan Stanley Com New (MS) | 1.0 | $2.2M | +46% | 12k | 188.08 |
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| American Intl Group Com New (AIG) | 1.0 | $2.1M | +37% | 28k | 74.42 |
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| Home Depot (HD) | 1.0 | $2.1M | +23% | 7.2k | 284.49 |
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| Pepsi (PEP) | 0.8 | $1.8M | +6% | 14k | 126.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.8M | 5.1k | 344.07 |
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| Ishares Msci Germany Etf (EWG) | 0.8 | $1.7M | +22% | 42k | 41.31 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.7M | NEW | 2.2k | 762.63 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $1.6M | 27k | 59.31 |
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| Bristol Myers Squibb (BMY) | 0.8 | $1.6M | +12% | 26k | 62.40 |
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| Ishares Tr Select Divid Etf (DVY) | 0.7 | $1.5M | 10k | 152.07 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.5M | +2% | 18k | 81.16 |
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| Altria (MO) | 0.7 | $1.5M | +17% | 22k | 67.34 |
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| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.7 | $1.4M | -10% | 25k | 57.74 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | +70% | 4.0k | 330.85 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.6 | $1.3M | +4% | 17k | 73.70 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.6 | $1.3M | 8.0k | 157.68 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.6 | $1.2M | NEW | 7.4k | 162.75 |
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| Meta Platforms Cl A (META) | 0.5 | $1.1M | -2% | 1.5k | 724.98 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.1M | +2% | 16k | 70.61 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $1.1M | +4% | 6.8k | 160.74 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.5 | $1.1M | 14k | 78.03 |
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| At&t (T) | 0.5 | $975k | -6% | 40k | 24.40 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.5 | $974k | 24k | 40.73 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $826k | NEW | 6.0k | 137.68 |
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| Sofi Technologies (SOFI) | 0.4 | $815k | 52k | 15.72 |
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| Abbvie (ABBV) | 0.4 | $791k | +40% | 3.0k | 261.59 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.4 | $760k | 8.4k | 90.11 |
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| Goldman Sachs (GS) | 0.3 | $737k | +83% | 818.00 | 900.36 |
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| Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) | 0.3 | $696k | 7.0k | 99.41 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $660k | +59% | 12k | 53.40 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $610k | +132% | 7.8k | 78.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $591k | 1.2k | 497.95 |
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| Emerson Electric (EMR) | 0.3 | $578k | +87% | 3.7k | 155.10 |
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| Clorox Company (CLX) | 0.3 | $557k | +17% | 6.9k | 81.01 |
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| St. Joe Company (JOE) | 0.3 | $538k | 8.2k | 65.78 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $529k | +23% | 6.1k | 87.19 |
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| Advanced Micro Devices (AMD) | 0.2 | $515k | 842.00 | 611.76 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $489k | 5.0k | 97.74 |
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.2 | $480k | +6% | 6.9k | 69.44 |
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| Deere & Company (DE) | 0.2 | $461k | 686.00 | 671.55 |
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| 3M Company (MMM) | 0.2 | $434k | +62% | 2.6k | 164.15 |
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| Waters Corporation (WAT) | 0.2 | $417k | 950.00 | 439.39 |
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| Ishares Msci Japan Etf (EWJ) | 0.2 | $414k | +2% | 4.3k | 97.46 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $402k | +53% | 7.0k | 57.22 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $401k | 5.9k | 67.75 |
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| Corning Incorporated (GLW) | 0.2 | $400k | 2.6k | 153.76 |
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| Themes Etf Tr Leverage Shs 2x (BMNG) | 0.2 | $398k | +7% | 14k | 28.27 |
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| PNC Financial Services (PNC) | 0.2 | $380k | +41% | 1.7k | 222.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $379k | 3.0k | 125.67 |
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| Coca-Cola Company (KO) | 0.2 | $354k | +55% | 4.1k | 86.08 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $316k | 8.5k | 37.25 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $302k | +95% | 4.1k | 73.64 |
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| Direxion Shares Etf Trust Da Ft Ch Bu Etf (YINN) | 0.1 | $299k | -14% | 12k | 24.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $289k | -14% | 760.00 | 380.84 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $287k | NEW | 1.9k | 150.86 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $280k | 1.2k | 233.07 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $275k | NEW | 675.00 | 406.63 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $272k | +7% | 4.2k | 65.37 |
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| Ishares Msci Sweden Etf (EWD) | 0.1 | $271k | +23% | 5.4k | 49.99 |
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| Nucor Corporation (NUE) | 0.1 | $261k | 1.1k | 233.75 |
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| Starbucks Corporation (SBUX) | 0.1 | $259k | 2.8k | 93.96 |
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| Uber Technologies (UBER) | 0.1 | $256k | NEW | 3.7k | 68.51 |
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| Ishares Tr India 50 Etf (INDY) | 0.1 | $246k | 6.0k | 40.95 |
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| Ishares Msci Aust Etf (EWA) | 0.1 | $236k | +28% | 8.3k | 28.31 |
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| Eli Lilly & Co. (LLY) | 0.1 | $235k | 203.00 | 1158.56 |
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| Walt Disney Company (DIS) | 0.1 | $235k | -11% | 2.2k | 104.88 |
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| Valero Energy Corporation (VLO) | 0.1 | $233k | NEW | 600.00 | 387.61 |
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| KB Home (KBH) | 0.1 | $231k | +102% | 5.0k | 46.47 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $230k | 2.6k | 89.10 |
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| Merck & Co (MRK) | 0.1 | $228k | +2% | 1.6k | 145.32 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $211k | +43% | 2.2k | 95.04 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $192k | 600.00 | 320.51 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $190k | 521.00 | 364.68 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $181k | 1.4k | 125.26 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $169k | +83% | 2.7k | 61.50 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $158k | 1.2k | 130.09 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $157k | NEW | 1.5k | 104.04 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $138k | 2.6k | 53.95 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $132k | +40% | 6.0k | 22.11 |
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| Clover Health Investments Com Cl A (CLOV) | 0.1 | $129k | 30k | 4.31 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $123k | +133% | 2.1k | 58.38 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $108k | 2.9k | 37.90 |
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| Direxion Shares Etf Trust Daily Banks Etf (DPST) | 0.0 | $99k | NEW | 900.00 | 109.50 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.0 | $80k | 214.00 | 374.24 |
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| Bausch Health Companies (BHC) | 0.0 | $75k | 13k | 5.83 |
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| Sana Biotechnology (SANA) | 0.0 | $69k | 24k | 2.92 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $48k | 16k | 2.92 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $46k | +150% | 1.1k | 40.91 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $37k | NEW | 201.00 | 182.78 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $36k | 235.00 | 153.37 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $36k | 460.00 | 77.78 |
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| Ishares Msci Sth Afr Etf (EZA) | 0.0 | $33k | +6% | 520.00 | 63.98 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $32k | NEW | 580.00 | 55.31 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $30k | -40% | 600.00 | 50.35 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $22k | 100.00 | 216.08 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $20k | NEW | 180.00 | 110.28 |
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| Ishares Msci Israel Etf (EIS) | 0.0 | $19k | 160.00 | 121.32 |
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| Spdr Series Trust St Str Sp Bank (KBE) | 0.0 | $17k | NEW | 275.00 | 63.22 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.0 | $12k | NEW | 50.00 | 231.04 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $4.3k | NEW | 50.00 | 86.80 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $2.9k | NEW | 60.00 | 48.70 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $2.8k | NEW | 36.00 | 78.42 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $1.4k | NEW | 20.00 | 71.55 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $530.000000 | NEW | 2.00 | 265.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $269.000100 | NEW | 3.00 | 89.67 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $102.000000 | NEW | 1.00 | 102.00 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $35.000000 | NEW | 2.00 | 17.50 |
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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 Q3 filed Oct. 27, 2026
- 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