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 31.01% of Viewpoint Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IWM, XHB, GOOG, NFLX, VZ, KWEB, QQQ, EFA, IWN, IEMG.
- Started 7 new stock positions in TLT, VNQ, VZ, LQD, NFLX, XLU, BHC.
- Reduced shares in these 10 stocks: TSLA (-$6.0M), JPM, PLTR, EUFN, XBI, C, AAPL, AIG, IBM, ESML.
- Sold out of its positions in IBM, SUB, ESML, LLY, NIO, PLTR.
- Viewpoint Capital Management was a net seller of stock by $-8.0M.
- Viewpoint Capital Management has $214M in assets under management (AUM), dropping by -7.30%.
- Central Index Key (CIK): 0001906223
Tip: Access up to 7 years of quarterly data
Positions held by Viewpoint Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Viewpoint Capital Management
Viewpoint Capital Management holds 135 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 12.2 | $26M | 125k | 208.27 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.5 | $12M | 20k | 597.55 |
|
|
| NVIDIA Corporation (NVDA) | 4.9 | $10M | 60k | 174.40 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 4.3 | $9.1M | 48k | 189.59 |
|
|
| Caterpillar (CAT) | 4.2 | $9.1M | 13k | 708.46 |
|
|
| Bank of America Corporation (BAC) | 3.7 | $7.8M | -2% | 161k | 48.75 |
|
| Citigroup Com New (C) | 3.1 | $6.7M | -3% | 59k | 113.41 |
|
| Spdr Series Trust State Street Spd (XHB) | 2.9 | $6.2M | +6% | 63k | 98.72 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.6 | $5.6M | -2% | 38k | 145.79 |
|
| Microsoft Corporation (MSFT) | 2.3 | $5.0M | 14k | 370.18 |
|
|
| Ge Aerospace Com New (GE) | 2.1 | $4.5M | 16k | 283.77 |
|
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 1.9 | $4.0M | -9% | 116k | 34.85 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $3.5M | 28k | 124.31 |
|
|
| Ge Vernova (GEV) | 1.6 | $3.5M | 4.0k | 872.94 |
|
|
| Johnson & Johnson (JNJ) | 1.6 | $3.4M | -4% | 14k | 244.45 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 1.6 | $3.3M | +4% | 118k | 28.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $3.3M | +12% | 13k | 248.00 |
|
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 1.5 | $3.2M | 45k | 69.51 |
|
|
| Apple (AAPL) | 1.4 | $3.1M | -7% | 12k | 253.80 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $3.0M | +10% | 10k | 286.85 |
|
| American Intl Group Com New (AIG) | 1.3 | $2.8M | -8% | 37k | 75.25 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $2.7M | 11k | 261.92 |
|
|
| Procter & Gamble Company (PG) | 1.3 | $2.7M | -4% | 19k | 144.44 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $2.7M | 2.7k | 996.43 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 1.2 | $2.6M | -2% | 73k | 35.90 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $2.5M | +5% | 25k | 97.13 |
|
| Ishares Tr Ishares Biotech (IBB) | 1.1 | $2.4M | +4% | 15k | 168.85 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.1 | $2.4M | +5% | 42k | 56.79 |
|
| Pepsi (PEP) | 1.1 | $2.4M | -4% | 15k | 155.29 |
|
| Oracle Corporation (ORCL) | 1.1 | $2.3M | -5% | 16k | 147.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.3M | +6% | 4.0k | 577.18 |
|
| Home Depot (HD) | 1.0 | $2.1M | -2% | 6.4k | 328.89 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $2.1M | 12k | 169.66 |
|
|
| Morgan Stanley Com New (MS) | 0.9 | $2.0M | 12k | 164.57 |
|
|
| Bristol Myers Squibb (BMY) | 0.9 | $1.9M | -3% | 31k | 60.65 |
|
| Ishares Msci Germany Etf (EWG) | 0.8 | $1.7M | +2% | 44k | 39.67 |
|
| Altria (MO) | 0.8 | $1.6M | +4% | 25k | 65.99 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $1.6M | +2% | 11k | 151.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.5M | -21% | 5.1k | 294.17 |
|
| At&t (T) | 0.7 | $1.5M | +5% | 51k | 28.99 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $1.4M | 27k | 54.05 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.4M | 5.0k | 287.55 |
|
|
| Porch Group (PRCH) | 0.7 | $1.4M | -3% | 200k | 7.17 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.4M | 2.2k | 650.34 |
|
|
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.6 | $1.2M | +7% | 28k | 44.13 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $1.2M | +10% | 17k | 69.75 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.2M | +3% | 2.1k | 572.25 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.6 | $1.2M | +2% | 17k | 70.27 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $1.1M | 7.3k | 145.74 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.5 | $1.0M | -20% | 8.0k | 127.73 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $984k | 15k | 64.08 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.5 | $978k | 24k | 40.80 |
|
|
| Tesla Motors (TSLA) | 0.4 | $912k | -86% | 2.5k | 371.79 |
|
| Clorox Company (CLX) | 0.4 | $892k | -11% | 8.6k | 103.63 |
|
| Sofi Technologies (SOFI) | 0.4 | $823k | -14% | 52k | 15.88 |
|
| Goldman Sachs (GS) | 0.4 | $800k | -11% | 945.00 | 845.99 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $769k | 6.0k | 128.12 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $710k | -2% | 8.0k | 88.16 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $683k | -2% | 14k | 49.37 |
|
| Abbvie (ABBV) | 0.3 | $657k | 3.0k | 217.49 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $614k | 1.4k | 436.79 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $571k | -3% | 14k | 41.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $549k | 1.1k | 479.20 |
|
|
| Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) | 0.3 | $546k | 7.0k | 78.05 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.3 | $542k | 14k | 38.39 |
|
|
| Spdr Series Trust State Street Spd (KRE) | 0.2 | $522k | 8.0k | 65.15 |
|
|
| St. Joe Company (JOE) | 0.2 | $514k | -2% | 8.2k | 62.80 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $507k | 6.2k | 81.50 |
|
|
| 3M Company (MMM) | 0.2 | $493k | -18% | 3.4k | 145.23 |
|
| Emerson Electric (EMR) | 0.2 | $488k | 3.7k | 131.02 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $470k | 5.0k | 93.98 |
|
|
| Merck & Co (MRK) | 0.2 | $426k | 3.5k | 120.29 |
|
|
| PNC Financial Services (PNC) | 0.2 | $418k | 2.0k | 208.09 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $398k | +2% | 925.00 | 430.29 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $393k | 7.3k | 53.84 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $388k | -8% | 9.4k | 41.38 |
|
| Deere & Company (DE) | 0.2 | $386k | 686.00 | 563.30 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $372k | 4.4k | 84.44 |
|
|
| Ishares Msci Netherl Etf (EWN) | 0.2 | $358k | 6.2k | 57.51 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $358k | 5.8k | 61.26 |
|
|
| Corning Incorporated (GLW) | 0.2 | $354k | 2.6k | 135.97 |
|
|
| Coca-Cola Company (KO) | 0.2 | $351k | -17% | 4.6k | 76.04 |
|
| Walt Disney Company (DIS) | 0.2 | $327k | -16% | 3.4k | 96.38 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $320k | -2% | 4.5k | 71.18 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $311k | 675.00 | 460.99 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $301k | 3.4k | 89.59 |
|
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $287k | 4.1k | 69.89 |
|
|
| Waters Corporation (WAT) | 0.1 | $283k | +16% | 950.00 | 297.80 |
|
| Ishares Msci Sweden Etf (EWD) | 0.1 | $277k | 5.7k | 48.72 |
|
|
| Uber Technologies (UBER) | 0.1 | $268k | 3.7k | 71.93 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $263k | 377.00 | 697.72 |
|
|
| KB Home (KBH) | 0.1 | $257k | 5.0k | 51.75 |
|
|
| General Mills (GIS) | 0.1 | $256k | -26% | 6.9k | 37.22 |
|
| Ishares Tr India 50 Etf (INDY) | 0.1 | $254k | 6.0k | 42.24 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $244k | 2.6k | 94.56 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $235k | 1.2k | 195.98 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.1 | $233k | 8.4k | 27.76 |
|
|
| Netflix (NFLX) | 0.1 | $219k | NEW | 2.3k | 96.15 |
|
| Verizon Communications (VZ) | 0.1 | $219k | NEW | 4.4k | 50.20 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $187k | 600.00 | 312.22 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $187k | 521.00 | 359.03 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $171k | -16% | 1.6k | 110.36 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $154k | 362.00 | 426.40 |
|
|
| Vanguard World Financials Etf (VFH) | 0.1 | $147k | 1.2k | 120.81 |
|
|
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $144k | 6.2k | 23.09 |
|
|
| Themes Etf Tr Leverage Shs 2x (BMNG) | 0.1 | $135k | +271% | 111k | 1.21 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $134k | 2.6k | 52.54 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.1 | $129k | -4% | 2.4k | 54.79 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $112k | NEW | 1.3k | 86.69 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $103k | 2.9k | 35.94 |
|
|
| Bausch Health Companies (BHC) | 0.0 | $97k | NEW | 18k | 5.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $69k | 214.00 | 320.81 |
|
|
| Sana Biotechnology (SANA) | 0.0 | $68k | 24k | 2.88 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $53k | 1.3k | 40.83 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $53k | 30k | 1.76 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $51k | NEW | 1.1k | 45.89 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $48k | 16k | 2.92 |
|
|
| Ishares Msci Sth Afr Etf (EZA) | 0.0 | $37k | 540.00 | 67.80 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $35k | 235.00 | 147.54 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $29k | 580.00 | 49.69 |
|
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $25k | +20000% | 201.00 | 123.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $20k | 100.00 | 196.20 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $19k | 160.00 | 116.04 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $18k | 180.00 | 102.25 |
|
|
| Spdr Series Trust State Street Spd (KBE) | 0.0 | $16k | 275.00 | 59.55 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $11k | 100.00 | 106.15 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $7.6k | 142.00 | 53.22 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $6.0k | 120.00 | 49.97 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $4.1k | 50.00 | 82.44 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.6k | 9.00 | 287.22 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $1.2k | 20.00 | 61.65 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $363.000000 | 2.00 | 181.50 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $266.000100 | NEW | 3.00 | 88.67 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $109.000000 | NEW | 1.00 | 109.00 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $38.000000 | 2.00 | 19.00 |
|
Past Filings by Viewpoint Capital Management
SEC 13F filings are viewable for Viewpoint Capital Management going back to 2021
- 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
- Viewpoint Capital Management 2022 Q2 filed Aug. 11, 2022