Viewpoint Capital Management

Viewpoint Capital Management as of March 31, 2026

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 161k 48.75
Citigroup Com New (C) 3.1 $6.7M 59k 113.41
Spdr Series Trust State Street Spd (XHB) 2.9 $6.2M 63k 98.72
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $5.6M 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 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 14k 244.45
Kraneshares Trust Csi Chi Internet (KWEB) 1.6 $3.3M 118k 28.43
Ishares Tr Russell 2000 Etf (IWM) 1.5 $3.3M 13k 248.00
Ishares Tr Mrning Sm Cp Etf (ISCV) 1.5 $3.2M 45k 69.51
Apple (AAPL) 1.4 $3.1M 12k 253.80
Alphabet Cap Stk Cl C (GOOG) 1.4 $3.0M 10k 286.85
American Intl Group Com New (AIG) 1.3 $2.8M 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 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 73k 35.90
Ishares Tr Msci Eafe Etf (EFA) 1.2 $2.5M 25k 97.13
Ishares Tr Ishares Biotech (IBB) 1.1 $2.4M 15k 168.85
Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $2.4M 42k 56.79
Pepsi (PEP) 1.1 $2.4M 15k 155.29
Oracle Corporation (ORCL) 1.1 $2.3M 16k 147.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.3M 4.0k 577.18
Home Depot (HD) 1.0 $2.1M 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 31k 60.65
Ishares Msci Germany Etf (EWG) 0.8 $1.7M 44k 39.67
Altria (MO) 0.8 $1.6M 25k 65.99
Ishares Tr Select Divid Etf (DVY) 0.8 $1.6M 11k 151.41
JPMorgan Chase & Co. (JPM) 0.7 $1.5M 5.1k 294.17
At&t (T) 0.7 $1.5M 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 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 28k 44.13
Ishares Core Msci Emkt (IEMG) 0.6 $1.2M 17k 69.75
Meta Platforms Cl A (META) 0.6 $1.2M 2.1k 572.25
Ishares Tr Core Msci Euro (IEUR) 0.6 $1.2M 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 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 2.5k 371.79
Clorox Company (CLX) 0.4 $892k 8.6k 103.63
Sofi Technologies (SOFI) 0.4 $823k 52k 15.88
Goldman Sachs (GS) 0.4 $800k 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 8.0k 88.16
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $683k 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 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 8.2k 62.80
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $507k 6.2k 81.50
3M Company (MMM) 0.2 $493k 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 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 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 4.6k 76.04
Walt Disney Company (DIS) 0.2 $327k 3.4k 96.38
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $320k 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 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 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 2.3k 96.15
Verizon Communications (VZ) 0.1 $219k 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 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 111k 1.21
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $134k 2.6k 52.54
Ishares Msci Cda Etf (EWC) 0.1 $129k 2.4k 54.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $112k 1.3k 86.69
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $103k 2.9k 35.94
Bausch Health Companies (BHC) 0.0 $97k 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 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 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 3.00 88.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $109.000000 1.00 109.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $38.000000 2.00 19.00