Viewpoint Capital Management

Viewpoint Capital Management as of June 30, 2025

Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 136 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 13.3 $27M 123k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.5 $11M 20k 568.03
NVIDIA Corporation (NVDA) 5.1 $10M 66k 157.99
Bank of America Corporation (BAC) 3.8 $7.8M 165k 47.32
Ishares Tr Rus 2000 Val Etf (IWN) 3.5 $7.2M 45k 157.76
Microsoft Corporation (MSFT) 3.3 $6.8M 14k 497.43
Tesla Motors (TSLA) 2.9 $5.9M 19k 317.65
Spdr Series Trust S&p Homebuild (XHB) 2.8 $5.7M 58k 98.57
Citigroup Com New (C) 2.6 $5.2M 62k 85.12
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $5.0M 38k 134.39
Caterpillar (CAT) 2.4 $5.0M 13k 388.21
Ge Aerospace Com New (GE) 2.0 $4.1M 16k 257.39
Ishares Tr Msci Euro Fl Etf (EUFN) 1.9 $3.9M 125k 31.63
Kraneshares Trust Csi Chi Internet (KWEB) 1.8 $3.7M 109k 34.33
Oracle Corporation (ORCL) 1.8 $3.7M 17k 218.63
American Intl Group Com New (AIG) 1.7 $3.5M 41k 85.59
Procter & Gamble Company (PG) 1.6 $3.2M 20k 159.32
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $3.1M 28k 109.29
Apple (AAPL) 1.4 $2.9M 14k 205.17
Ishares Tr Mrning Sm Cp Etf (ISCV) 1.4 $2.8M 45k 61.39
Ishares Tr China Lg-cap Etf (FXI) 1.4 $2.8M 75k 36.76
Costco Wholesale Corporation (COST) 1.3 $2.7M 2.7k 989.94
Home Depot (HD) 1.2 $2.5M 6.8k 366.64
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.5M 11k 236.98
Porch Group (PRCH) 1.2 $2.5M 208k 11.79
Pepsi (PEP) 1.1 $2.2M 17k 132.04
Johnson & Johnson (JNJ) 1.1 $2.2M 14k 152.75
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.2M 10k 215.79
Ge Vernova (GEV) 1.0 $2.1M 4.0k 529.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.1M 3.7k 551.64
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.0M 22k 89.39
JPMorgan Chase & Co. (JPM) 0.9 $1.9M 6.7k 289.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.9M 40k 48.24
Ishares Msci Germany Etf (EWG) 0.9 $1.8M 43k 42.31
Morgan Stanley Com New (MS) 0.8 $1.7M 12k 140.86
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.7M 9.4k 177.38
Bristol Myers Squibb (BMY) 0.8 $1.5M 33k 46.29
Meta Platforms Cl A (META) 0.7 $1.5M 2.1k 738.16
Exxon Mobil Corporation (XOM) 0.7 $1.4M 13k 107.80
Altria (MO) 0.7 $1.4M 23k 58.63
At&t (T) 0.7 $1.4M 47k 28.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.3M 27k 49.46
Ishares Tr Select Divid Etf (DVY) 0.6 $1.3M 9.8k 132.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.3M 2.1k 617.85
Clorox Company (CLX) 0.6 $1.2M 9.6k 120.07
Wisdomtree Tr India Erngs Fd (EPI) 0.6 $1.1M 24k 47.47
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $1.1M 8.3k 132.14
Ishares Tr Core Msci Euro (IEUR) 0.5 $1.1M 17k 66.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $875k 15k 57.01
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.4 $865k 26k 33.54
Alphabet Cap Stk Cl A (GOOGL) 0.4 $864k 4.9k 176.22
Goldman Sachs (GS) 0.4 $835k 1.2k 707.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $832k 6.0k 138.68
Spdr Series Trust S&p Biotech (XBI) 0.4 $829k 10k 82.93
Ishares Core Msci Emkt (IEMG) 0.4 $814k 14k 60.03
Zillow Group Cl C Cap Stk (Z) 0.4 $783k 11k 70.05
Select Sector Spdr Tr Financial (XLF) 0.4 $746k 14k 52.37
3M Company (MMM) 0.3 $633k 4.2k 152.24
Vanguard Index Fds Growth Etf (VUG) 0.3 $616k 1.4k 438.40
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $589k 7.1k 83.00
Ishares Gold Tr Ishares New (IAU) 0.3 $587k 9.4k 62.36
Abbvie (ABBV) 0.3 $567k 3.1k 185.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $550k 1.1k 485.77
Emerson Electric (EMR) 0.2 $506k 3.8k 133.33
Walt Disney Company (DIS) 0.2 $504k 4.1k 124.01
Spdr Series Trust S&p Regl Bkg (KRE) 0.2 $500k 8.4k 59.39
General Mills (GIS) 0.2 $485k 9.4k 51.81
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $484k 6.4k 75.11
Charles Schwab Corporation (SCHW) 0.2 $456k 5.0k 91.24
Ishares Msci Brazil Etf (EWZ) 0.2 $409k 14k 28.85
St. Joe Company (JOE) 0.2 $400k 8.4k 47.70
Coca-Cola Company (KO) 0.2 $396k 5.6k 70.75
Ishares Tr Us Regnl Bks Etf (IAT) 0.2 $396k 8.0k 49.55
Ishares Msci Jpn Etf New (EWJ) 0.2 $396k 5.3k 74.97
PNC Financial Services (PNC) 0.2 $375k 2.0k 186.42
Intuitive Surgical Com New (ISRG) 0.2 $367k 675.00 543.41
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $361k 4.9k 74.07
Deere & Company (DE) 0.2 $349k 686.00 508.49
Uber Technologies (UBER) 0.2 $348k 3.7k 93.30
Ishares Msci Netherl Etf (EWN) 0.2 $339k 6.2k 54.50
Ishares Tr India 50 Etf (INDY) 0.2 $327k 6.0k 54.38
Starbucks Corporation (SBUX) 0.2 $308k 3.4k 91.63
Palantir Technologies Cl A (PLTR) 0.1 $295k 2.2k 136.32
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $287k 3.0k 94.77
Waters Corporation (WAT) 0.1 $285k 815.00 349.04
Merck & Co (MRK) 0.1 $280k 3.5k 79.16
Spdr Gold Tr Gold Shs (GLD) 0.1 $271k 890.00 304.83
Select Sector Spdr Tr Energy (XLE) 0.1 $265k 3.1k 84.81
KB Home (KBH) 0.1 $263k 5.0k 52.97
Netflix (NFLX) 0.1 $261k 195.00 1339.13
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $261k 4.1k 63.56
Ishares Msci Sweden Etf (EWD) 0.1 $260k 5.7k 45.74
Vanguard World Inf Tech Etf (VGT) 0.1 $250k 377.00 663.28
Direxion Shs Etf Tr Daily Googl 2x S (GGLL) 0.1 $243k 7.0k 34.75
International Business Machines (IBM) 0.1 $239k 810.00 294.78
Kimberly-Clark Corporation (KMB) 0.1 $231k 1.8k 128.92
Ishares Msci Aust Etf (EWA) 0.1 $224k 8.5k 26.32
Quest Diagnostics Incorporated (DGX) 0.1 $216k 1.2k 179.63
Verizon Communications (VZ) 0.1 $209k 4.8k 43.27
Ishares Tr Esg Aware Msci (ESML) 0.1 $207k 5.0k 41.33
Ishares Tr Tips Bd Etf (TIP) 0.1 $204k 1.9k 110.04
Bausch Health Companies (BHC) 0.1 $193k 29k 6.66
Vanguard World Consum Dis Etf (VCR) 0.1 $189k 521.00 362.32
Vanguard World Industrial Etf (VIS) 0.1 $168k 600.00 280.07
Vanguard World Financials Etf (VFH) 0.1 $155k 1.2k 127.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $154k 362.00 424.58
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $128k 2.6k 50.12
Ishares Msci Hong Kg Etf (EWH) 0.1 $124k 6.2k 19.86
Ishares Msci Cda Etf (EWC) 0.1 $114k 2.5k 46.20
Nio Spon Ads (NIO) 0.1 $103k 30k 3.43
Ishares Tr Ishares Biotech (IBB) 0.0 $99k 780.00 126.51
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $91k 2.9k 31.76
Clover Health Investments Com Cl A (CLOV) 0.0 $85k 31k 2.79
Sana Biotechnology (SANA) 0.0 $77k 28k 2.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $65k 213.00 304.19
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $54k 1.3k 41.42
Ambev Sa Sponsored Adr (ABEV) 0.0 $39k 16k 2.41
Ishares Tr Us Industrials (IYJ) 0.0 $33k 235.00 142.31
Ishares Msci Mexico Etf (EWW) 0.0 $30k 500.00 60.56
Ishares Msci Sth Afr Etf (EZA) 0.0 $29k 540.00 53.75
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $26k 580.00 45.29
Vanguard Index Fds Value Etf (VTV) 0.0 $18k 100.00 176.74
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $17k 180.00 94.63
Spdr Series Trust S&p Bk Etf (KBE) 0.0 $15k 275.00 55.76
Ishares Msci Israel Etf (EIS) 0.0 $15k 160.00 94.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $15k 150.00 99.49
Ishares Tr National Mun Etf (MUB) 0.0 $10k 100.00 104.48
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $7.6k 142.00 53.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $5.3k 50.00 106.34
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $5.3k 60.00 87.82
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $3.9k 50.00 77.50
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.5k 9.00 279.78
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.1k 20.00 56.50
Ishares Tr U.s. Tech Etf (IYW) 0.0 $173.000000 1.00 173.00
Ishares Msci Sth Kor Etf (EWY) 0.0 $72.000000 1.00 72.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $27.000000 2.00 13.50