Viewpoint Capital Management LLC

Est. AUM

$214.0M

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$26.0M	125026	12.17%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.7M	19585	5.47%	SOLE
3	NVIDIA CORPORATION	COM	$10.4M	59699	4.87%	SOLE
4	ISHARES TR	RUS 2000 VAL ETF	$9.1M	48249	4.27%	SOLE
5	CATERPILLAR INC	COM	$9.1M	12801	4.24%	SOLE
6	BANK AMERICA CORP	COM	$7.8M	160929	3.67%	SOLE
7	CITIGROUP INC	COM NEW	$6.7M	58640	3.11%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$6.2M	62864	2.90%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.6M	38177	2.60%	SOLE
10	MICROSOFT CORP	COM	$5.0M	13569	2.35%	SOLE
11	GE AEROSPACE	COM NEW	$4.5M	15771	2.09%	SOLE
12	ISHARES TR	MSCI EURO FL ETF	$4.0M	115604	1.88%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$3.5M	28269	1.64%	SOLE
14	GE VERNOVA INC	COM	$3.5M	4003	1.63%	SOLE
15	JOHNSON & JOHNSON	COM	$3.4M	13743	1.57%	SOLE
16	KRANESHARES TRUST	CSI CHI INTERNET	$3.3M	117630	1.56%	SOLE
17	ISHARES TR	RUSSELL 2000 ETF	$3.3M	13229	1.53%	SOLE
18	ISHARES TR	MRNING SM CP ETF	$3.2M	45394	1.47%	SOLE
19	APPLE INC	COM	$3.1M	12110	1.44%	SOLE
20	ALPHABET INC	CAP STK CL C	$3.0M	10409	1.40%	SOLE
21	AMERICAN INTL GROUP INC	COM NEW	$2.8M	37444	1.32%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$2.7M	10453	1.28%	SOLE
23	PROCTER & GAMBLE CO	COM	$2.7M	18903	1.28%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$2.7M	2710	1.26%	SOLE
25	ISHARES TR	CHINA LG-CAP ETF	$2.6M	72923	1.22%	SOLE
26	ISHARES TR	MSCI EAFE ETF	$2.5M	25408	1.15%	SOLE
27	ISHARES TR	ISHARES BIOTECH	$2.4M	14486	1.14%	SOLE
28	ISHARES TR	MSCI EMG MKT ETF	$2.4M	42071	1.12%	SOLE
29	PEPSICO INC	COM	$2.4M	15358	1.11%	SOLE
30	ORACLE CORP	COM	$2.3M	15714	1.08%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$2.3M	4005	1.08%	SOLE
32	HOME DEPOT INC	COM	$2.1M	6410	0.99%	SOLE
33	EXXON MOBIL CORP	COM	$2.1M	12379	0.98%	SOLE
34	MORGAN STANLEY	COM NEW	$2.0M	11894	0.91%	SOLE
35	BRISTOL-MYERS SQUIBB CO	COM	$1.9M	30572	0.87%	SOLE
36	ISHARES INC	MSCI GERMANY ETF	$1.7M	44061	0.82%	SOLE
37	ALTRIA GROUP INC	COM	$1.6M	24722	0.76%	SOLE
38	ISHARES TR	SELECT DIVID ETF	$1.6M	10646	0.75%	SOLE
39	JPMORGAN CHASE & CO	COM	$1.5M	5080	0.70%	SOLE
40	AT&T INC	COM	$1.5M	50883	0.69%	SOLE
41	ALPHABET INC	CAP STK CL A	$1.4M	5026	0.68%	SOLE
42	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	26741	0.68%	SOLE
43	PORCH GROUP INC	COM	$1.4M	200300	0.67%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2197	0.67%	SOLE
45	DIREXION SHARES ETF TRUST	DAILY SMALL CAP	$1.2M	27800	0.57%	SOLE
46	ISHARES INC	CORE MSCI EMKT	$1.2M	17441	0.57%	SOLE
47	META PLATFORMS INC	CL A	$1.2M	2105	0.56%	SOLE
48	ISHARES TR	CORE MSCI EURO	$1.2M	16970	0.56%	SOLE
49	ISHARES TR	RUS MDCP VAL ETF	$1.1M	7299	0.50%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	8000	0.48%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.