Viewpoint Capital Management

Viewpoint Capital Management as of June 30, 2026

Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 120 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 9.4 $18M 77k 238.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.9 $14M 20k 686.81
NVIDIA Corporation (NVDA) 5.2 $10M 51k 200.09
Ishares Tr Rus 2000 Val Etf (IWN) 4.9 $9.6M 43k 221.22
Caterpillar (CAT) 4.7 $9.2M 8.7k 1064.90
Bank of America Corporation (BAC) 3.7 $7.2M 127k 56.98
Citigroup Com New (C) 3.2 $6.3M 45k 139.95
Spdr Series Trust St Str Sp Home (XHB) 3.1 $6.1M 53k 115.56
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.9 $5.7M 37k 154.29
Ge Aerospace Com New (GE) 2.6 $5.1M 14k 373.73
Ishares Tr Russell 2000 Etf (IWM) 2.1 $4.1M 14k 300.45
Ge Vernova (GEV) 2.1 $4.1M 3.5k 1174.92
Ishares Tr Msci Euro Fl Etf (EUFN) 2.1 $4.0M 104k 38.99
Microsoft Corporation (MSFT) 1.8 $3.6M 9.6k 373.01
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $3.5M 24k 148.31
Alphabet Cap Stk Cl C (GOOG) 1.8 $3.5M 10k 353.32
Vanguard Index Fds Small Cp Etf (VB) 1.6 $3.2M 11k 303.12
Porch Group (PRCH) 1.5 $3.0M 199k 15.04
Johnson & Johnson (JNJ) 1.5 $2.9M 12k 253.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.9M 3.9k 736.41
Ishares Tr Mrning Sm Cp Etf (ISCV) 1.4 $2.7M 35k 78.32
Ishares Tr Msci Eafe Etf (EFA) 1.4 $2.7M 26k 103.88
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $2.6M 38k 68.41
Costco Wholesale Corporation (COST) 1.3 $2.5M 2.7k 935.57
Ishares Tr Ishares Biotech (IBB) 1.3 $2.5M 13k 190.19
Apple (AAPL) 1.2 $2.4M 8.4k 289.37
Procter & Gamble Company (PG) 1.2 $2.3M 16k 146.64
Kraneshares Trust Csi Chi Internet (KWEB) 1.2 $2.3M 93k 24.47
Direxion Shares Etf Trust Daily Small Cap (TNA) 1.1 $2.1M 28k 75.11
Home Depot (HD) 1.1 $2.1M 5.9k 352.68
Ishares Tr China Lg-cap Etf (FXI) 1.0 $2.0M 65k 31.59
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.8M 5.1k 357.36
Pepsi (PEP) 0.9 $1.8M 13k 135.40
Morgan Stanley Com New (MS) 0.9 $1.7M 8.1k 209.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.6M 27k 59.69
Ishares Tr Select Divid Etf (DVY) 0.8 $1.5M 9.9k 156.30
American Intl Group Com New (AIG) 0.8 $1.5M 20k 74.53
Ishares Core Msci Emkt (IEMG) 0.8 $1.5M 18k 82.84
Ishares Msci Germany Etf (EWG) 0.7 $1.4M 34k 41.37
Altria (MO) 0.7 $1.3M 18k 71.95
Bristol Myers Squibb (BMY) 0.7 $1.3M 23k 57.62
Spdr Series Trust St Str Sp Biot (XBI) 0.6 $1.3M 8.0k 158.25
Ishares Tr Core Msci Euro (IEUR) 0.6 $1.2M 17k 73.96
Proshares Tr Ultrapro Qqq (TQQQ) 0.6 $1.1M 14k 81.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.1M 15k 71.25
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $1.1M 6.5k 164.60
Exxon Mobil Corporation (XOM) 0.5 $1.0M 7.6k 136.72
Wisdomtree Tr India Erngs Fd (EPI) 0.5 $1.0M 24k 42.78
Sofi Technologies (SOFI) 0.5 $929k 52k 17.93
At&t (T) 0.5 $886k 43k 20.70
Meta Platforms Cl A (META) 0.4 $883k 1.6k 563.17
Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) 0.4 $796k 7.0k 113.70
JPMorgan Chase & Co. (JPM) 0.4 $775k 2.4k 327.34
Vanguard Index Fds Growth Etf (VUG) 0.4 $726k 8.4k 86.14
Corning Incorporated (GLW) 0.3 $664k 2.6k 255.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $592k 1.2k 500.39
Clorox Company (CLX) 0.3 $558k 5.8k 95.44
Abbvie (ABBV) 0.3 $542k 2.2k 251.64
St. Joe Company (JOE) 0.3 $512k 8.2k 62.63
Advanced Micro Devices (AMD) 0.2 $489k 842.00 580.91
Spdr Series Trust St Str Sp Regbnk (KRE) 0.2 $484k 6.5k 74.85
Charles Schwab Corporation (SCHW) 0.2 $461k 5.0k 92.27
Goldman Sachs (GS) 0.2 $450k 445.00 1011.37
Deere & Company (DE) 0.2 $435k 686.00 634.33
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.2 $415k 7.7k 53.61
Ishares Msci Netherl Etf (EWN) 0.2 $413k 5.9k 70.34
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $412k 4.9k 83.79
Ishares Msci Japan Etf (EWJ) 0.2 $386k 4.1k 93.27
Vanguard World Inf Tech Etf (VGT) 0.2 $361k 3.0k 119.52
Waters Corporation (WAT) 0.2 $356k 950.00 375.04
Direxion Shares Etf Trust Da Ft Ch Bu Etf (YINN) 0.2 $301k 14k 21.47
PNC Financial Services (PNC) 0.2 $298k 1.2k 246.22
Ishares Msci Brazil Etf (EWZ) 0.1 $289k 8.4k 34.50
Ishares Tr Us Regnl Bks Etf (IAT) 0.1 $286k 4.6k 62.21
Emerson Electric (EMR) 0.1 $285k 2.0k 143.15
Starbucks Corporation (SBUX) 0.1 $282k 2.8k 102.19
Spdr Gold Tr Gold Shs (GLD) 0.1 $280k 890.00 314.57
3M Company (MMM) 0.1 $264k 1.6k 161.91
Ishares Tr India 50 Etf (INDY) 0.1 $261k 6.0k 43.45
Quest Diagnostics Incorporated (DGX) 0.1 $254k 1.2k 211.95
Ishares Gold Tr Ishares New (IAU) 0.1 $254k 3.4k 75.51
Nucor Corporation (NUE) 0.1 $248k 1.1k 222.75
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $247k 3.9k 64.00
Walt Disney Company (DIS) 0.1 $244k 2.5k 96.24
Eli Lilly & Co. (LLY) 0.1 $244k 203.00 1200.46
Ishares Msci Sweden Etf (EWD) 0.1 $219k 4.4k 49.98
Vanguard World Industrial Etf (VIS) 0.1 $216k 600.00 360.38
Coca-Cola Company (KO) 0.1 $215k 2.6k 81.27
Zillow Group Cl C Cap Stk (Z) 0.1 $212k 6.7k 31.52
Ark Etf Tr Innovation Etf (ARKK) 0.1 $209k 2.6k 80.82
Vanguard World Consum Dis Etf (VCR) 0.1 $207k 521.00 396.61
Merck & Co (MRK) 0.1 $197k 1.5k 128.54
Ishares Msci Aust Etf (EWA) 0.1 $182k 6.5k 28.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $180k 1.4k 124.17
Vanguard World Financials Etf (VFH) 0.1 $160k 1.2k 131.60
Tesla Motors (TSLA) 0.1 $159k 378.00 420.64
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $158k 1.5k 102.25
Clover Health Investments Com Cl A (CLOV) 0.1 $157k 30k 5.24
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $154k 2.1k 73.21
KB Home (KBH) 0.1 $153k 2.5k 62.59
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $144k 2.6k 56.52
Themes Etf Tr Leverage Shs 2x 0.1 $119k 13k 9.13
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $116k 2.9k 40.68
General Mills (GIS) 0.1 $115k 3.3k 34.80
Ishares Msci Hong Kg Etf (EWH) 0.0 $89k 4.2k 20.92
Sana Biotechnology (SANA) 0.0 $82k 24k 3.49
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $82k 1.5k 54.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $79k 214.00 370.04
Oracle Corporation (ORCL) 0.0 $74k 504.00 146.55
Bausch Health Companies (BHC) 0.0 $63k 13k 4.93
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $53k 1.0k 53.17
Ishares Msci Cda Etf (EWC) 0.0 $52k 900.00 57.64
Ambev Sa Sponsored Adr (ABEV) 0.0 $51k 16k 3.14
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $50k 1.1k 45.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $40k 460.00 86.42
Ishares Tr Us Industrials (IYJ) 0.0 $39k 235.00 166.65
Ishares Msci Sth Afr Etf (EZA) 0.0 $31k 490.00 63.19
Vanguard Index Fds Value Etf (VTV) 0.0 $22k 100.00 217.93
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.0 $20k 450.00 44.03
Ishares Msci Israel Etf (EIS) 0.0 $19k 160.00 120.71