Viewpoint Capital Management

Viewpoint Capital Management as of Dec. 31, 2025

Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 12.5 $29M 125k 230.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $12M 20k 627.13
NVIDIA Corporation (NVDA) 4.8 $11M 60k 186.50
Bank of America Corporation (BAC) 3.9 $9.1M 165k 55.00
Ishares Tr Rus 2000 Val Etf (IWN) 3.7 $8.6M 48k 181.21
Tesla Motors (TSLA) 3.6 $8.4M 19k 449.73
Caterpillar (CAT) 3.2 $7.3M 13k 572.87
Citigroup Com New (C) 3.1 $7.1M 61k 116.69
Microsoft Corporation (MSFT) 2.9 $6.6M 14k 483.62
Spdr Series Trust State Street Spd (XHB) 2.6 $6.1M 59k 102.96
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $5.6M 39k 143.33
Ge Aerospace Com New (GE) 2.1 $4.9M 16k 308.02
Ishares Tr Msci Euro Fl Etf (EUFN) 2.0 $4.7M 127k 37.09
Kraneshares Trust Csi Chi Internet (KWEB) 1.7 $3.8M 113k 34.05
Apple (AAPL) 1.5 $3.6M 13k 271.87
American Intl Group Com New (AIG) 1.5 $3.5M 41k 85.55
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $3.4M 28k 120.18
Oracle Corporation (ORCL) 1.4 $3.3M 17k 194.91
Ishares Tr Mrning Sm Cp Etf (ISCV) 1.3 $3.1M 45k 68.50
Johnson & Johnson (JNJ) 1.3 $3.0M 14k 206.95
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.9M 9.4k 313.79
Ishares Tr Russell 2000 Etf (IWM) 1.3 $2.9M 12k 246.16
Ishares Tr China Lg-cap Etf (FXI) 1.2 $2.9M 75k 38.29
Procter & Gamble Company (PG) 1.2 $2.8M 20k 143.31
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.7M 11k 257.95
Ge Vernova (GEV) 1.1 $2.6M 4.0k 653.58
Ishares Tr Ishares Biotech (IBB) 1.0 $2.3M 14k 168.77
Costco Wholesale Corporation (COST) 1.0 $2.3M 2.7k 862.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.3M 3.8k 614.32
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.3M 24k 96.03
Pepsi (PEP) 1.0 $2.3M 16k 143.52
Home Depot (HD) 1.0 $2.3M 6.6k 344.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $2.2M 40k 54.71
Morgan Stanley Com New (MS) 0.9 $2.1M 12k 177.53
JPMorgan Chase & Co. (JPM) 0.9 $2.1M 6.5k 322.23
Porch Group (PRCH) 0.8 $1.9M 209k 9.13
Ishares Msci Germany Etf (EWG) 0.8 $1.8M 43k 42.50
Bristol Myers Squibb (BMY) 0.7 $1.7M 32k 53.94
Sofi Technologies (SOFI) 0.7 $1.6M 61k 26.18
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 5.0k 312.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M 2.2k 681.92
Exxon Mobil Corporation (XOM) 0.6 $1.5M 12k 120.34
Ishares Tr Select Divid Etf (DVY) 0.6 $1.5M 10k 141.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.4M 27k 53.76
Altria (MO) 0.6 $1.4M 24k 57.66
Meta Platforms Cl A (META) 0.6 $1.3M 2.0k 660.20
Spdr Series Trust State Street Spd (XBI) 0.5 $1.2M 10k 121.93
At&t (T) 0.5 $1.2M 48k 24.84
Ishares Tr Core Msci Euro (IEUR) 0.5 $1.2M 17k 70.98
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.5 $1.2M 26k 45.54
Wisdomtree Tr India Erngs Fd (EPI) 0.5 $1.1M 24k 46.29
Ishares Core Msci Emkt (IEMG) 0.5 $1.1M 16k 67.22
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $1.0M 7.3k 141.05
Clorox Company (CLX) 0.4 $978k 9.7k 100.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $959k 15k 62.47
Goldman Sachs (GS) 0.4 $941k 1.1k 879.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $822k 6.0k 136.94
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $780k 14k 54.77
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $749k 14k 52.72
Zillow Group Cl C Cap Stk (Z) 0.3 $702k 10k 68.22
Abbvie (ABBV) 0.3 $699k 3.1k 228.49
Vanguard Index Fds Growth Etf (VUG) 0.3 $686k 1.4k 487.86
Direxion Shs Etf Tr Daily Googl 2x S (GGLL) 0.3 $678k 7.0k 96.88
Ishares Gold Tr Ishares New (IAU) 0.3 $669k 8.2k 81.17
3M Company (MMM) 0.3 $664k 4.1k 160.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $576k 1.1k 502.65
Spdr Series Trust State Street Spd (KRE) 0.2 $519k 8.0k 64.81
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $504k 6.2k 81.01
Charles Schwab Corporation (SCHW) 0.2 $500k 5.0k 99.91
St. Joe Company (JOE) 0.2 $498k 8.4k 59.37
Emerson Electric (EMR) 0.2 $494k 3.7k 132.72
Walt Disney Company (DIS) 0.2 $462k 4.1k 113.77
Ishares Msci Brazil Etf (EWZ) 0.2 $450k 14k 31.77
General Mills (GIS) 0.2 $435k 9.4k 46.50
PNC Financial Services (PNC) 0.2 $420k 2.0k 208.73
Palantir Technologies Cl A (PLTR) 0.2 $402k 2.3k 177.75
Ishares Tr Us Regnl Bks Etf (IAT) 0.2 $402k 7.3k 55.15
Coca-Cola Company (KO) 0.2 $392k 5.6k 69.91
Intuitive Surgical Com New (ISRG) 0.2 $382k 675.00 566.36
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $380k 4.6k 82.02
Merck & Co (MRK) 0.2 $373k 3.5k 105.25
Spdr Gold Tr Gold Shs (GLD) 0.2 $357k 900.00 396.31
Ishares Msci Japan Etf (EWJ) 0.2 $356k 4.4k 80.74
Ishares Msci Netherl Etf (EWN) 0.2 $355k 6.2k 57.03
Deere & Company (DE) 0.1 $319k 686.00 465.57
Waters Corporation (WAT) 0.1 $310k 815.00 379.83
Uber Technologies (UBER) 0.1 $305k 3.7k 81.71
Ishares Tr India 50 Etf (INDY) 0.1 $296k 6.0k 49.29
Vanguard World Inf Tech Etf (VGT) 0.1 $284k 377.00 753.78
Starbucks Corporation (SBUX) 0.1 $284k 3.4k 84.21
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $282k 4.1k 68.76
KB Home (KBH) 0.1 $280k 5.0k 56.41
Ishares Msci Sweden Etf (EWD) 0.1 $280k 5.7k 49.23
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $261k 5.8k 44.71
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $243k 2.6k 93.89
International Business Machines (IBM) 0.1 $240k 810.00 296.21
Ishares Tr Esg Aware Msci (ESML) 0.1 $230k 5.0k 45.98
Corning Incorporated (GLW) 0.1 $228k 2.6k 87.56
Ishares Msci Aust Etf (EWA) 0.1 $223k 8.5k 26.19
Eli Lilly & Co. (LLY) 0.1 $221k 206.00 1074.68
Quest Diagnostics Incorporated (DGX) 0.1 $208k 1.2k 173.53
Vanguard World Consum Dis Etf (VCR) 0.1 $205k 521.00 393.92
Ishares Tr Tips Bd Etf (TIP) 0.1 $203k 1.9k 109.91
Vanguard World Industrial Etf (VIS) 0.1 $179k 600.00 298.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $171k 362.00 473.30
Vanguard World Financials Etf (VFH) 0.1 $163k 1.2k 133.49
Nio Spon Ads (NIO) 0.1 $153k 30k 5.10
Ishares Msci Cda Etf (EWC) 0.1 $133k 2.5k 53.93
Ishares Msci Hong Kg Etf (EWH) 0.1 $133k 6.2k 21.25
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $132k 2.6k 51.60
Sana Biotechnology (SANA) 0.0 $96k 24k 4.07
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $96k 2.9k 33.45
Themes Etf Tr Leverage Shs 2x (BMNG) 0.0 $95k 30k 3.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $72k 213.00 335.58
Clover Health Investments Com Cl A (CLOV) 0.0 $71k 30k 2.35
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $53k 1.3k 40.35
Ambev Sa Sponsored Adr (ABEV) 0.0 $40k 16k 2.47
Ishares Msci Sth Afr Etf (EZA) 0.0 $37k 540.00 68.80
Ishares Tr Us Industrials (IYJ) 0.0 $35k 235.00 148.17
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $27k 580.00 46.71
Vanguard Index Fds Value Etf (VTV) 0.0 $19k 100.00 190.99
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $19k 180.00 102.54
Ishares Msci Israel Etf (EIS) 0.0 $18k 160.00 110.03
Spdr Series Trust State Street Spd (KBE) 0.0 $17k 275.00 60.69
Ishares Tr National Mun Etf (MUB) 0.0 $11k 100.00 107.11
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $7.7k 142.00 53.88
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $5.4k 120.00 45.35
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $5.3k 50.00 106.70
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $4.2k 50.00 83.62
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.6k 9.00 290.22
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.3k 20.00 65.10
Ishares Tr U.s. Tech Etf (IYW) 0.0 $399.000000 2.00 199.50
Ishares Msci Sth Kor Etf (EWY) 0.0 $97.000000 1.00 97.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $34.000000 2.00 17.00