Viewpoint Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$214.0M
Q ending 2026-03-31
Prior quarter
$230.9M
Q ending 2025-12-31
Change
-7.3% QoQ · +15.2% YoY
Positions
135
reported holdings
Largest positions
Top 100 of 135 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $26.0M | 125K |
| Vanguard Index Fds | VOO | Shares | $11.7M | 20K |
| Nvidia Corporation | NVDA | Shares | $10.4M | 60K |
| Ishares Tr | IWN | Shares | $9.1M | 48K |
| Caterpillar Inc | CAT | Shares | $9.1M | 13K |
| Bank America Corp | BAC | Shares | $7.8M | 161K |
| Citigroup Inc | C | Shares | $6.7M | 59K |
| Spdr Series Trust | XHB | Shares | $6.2M | 63K |
| Vanguard Intl Equity Index F | VSS | Shares | $5.6M | 38K |
| Microsoft Corp | MSFT | Shares | $5.0M | 14K |
| Ge Aerospace | GE | Shares | $4.5M | 16K |
| Ishares Tr | EUFN | Shares | $4.0M | 116K |
| Ishares Tr | IJR | Shares | $3.5M | 28K |
| Ge Vernova Inc | GEV | Shares | $3.5M | 4K |
| Johnson & Johnson | JNJ | Shares | $3.4M | 14K |
| Kraneshares Trust | KWEB | Shares | $3.3M | 118K |
| Ishares Tr | IWM | Shares | $3.3M | 13K |
| Ishares Tr | ISCV | Shares | $3.2M | 45K |
| Apple Inc | AAPL | Shares | $3.1M | 12K |
| Alphabet Inc | GOOG | Shares | $3.0M | 10K |
| American Intl Group Inc | AIG | Shares | $2.8M | 37K |
| Vanguard Index Fds | VB | Shares | $2.7M | 10K |
| Procter & Gamble Co | PG | Shares | $2.7M | 19K |
| Costco Wholesale Corporation | COST | Shares | $2.7M | 3K |
| Ishares Tr | FXI | Shares | $2.6M | 73K |
| Ishares Tr | EFA | Shares | $2.5M | 25K |
| Ishares Tr | IBB | Shares | $2.4M | 14K |
| Ishares Tr | EEM | Shares | $2.4M | 42K |
| Pepsico Inc | PEP | Shares | $2.4M | 15K |
| Oracle Corp | ORCL | Shares | $2.3M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $2.3M | 4K |
| Home Depot Inc | HD | Shares | $2.1M | 6K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 12K |
| Morgan Stanley | MS | Shares | $2.0M | 12K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.9M | 31K |
| Ishares Inc | EWG | Shares | $1.7M | 44K |
| Altria Group Inc | MO | Shares | $1.6M | 25K |
| Ishares Tr | DVY | Shares | $1.6M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $1.5M | 5K |
| At&T Inc | T | Shares | $1.5M | 51K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.4M | 27K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Porch Group Inc | PRCH | Shares | $1.4M | 200K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.4M | 2K |
| Direxion Shares Etf Trust | TNA | Shares | $1.2M | 28K |
| Ishares Inc | IEMG | Shares | $1.2M | 17K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| Ishares Tr | IEUR | Shares | $1.2M | 17K |
| Ishares Tr | IWS | Shares | $1.1M | 7K |
| Spdr Series Trust | XBI | Shares | $1.0M | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $984K | 15K |
| Wisdomtree Tr | EPI | Shares | $978K | 24K |
| Tesla Inc | TSLA | Shares | $912K | 2K |
| Clorox Co Del | CLX | Shares | $892K | 9K |
| Sofi Technologies Inc | SOFI | Shares | $823K | 52K |
| Goldman Sachs Group Inc | GS | Shares | $799K | 945 |
| Ishares Tr | IWP | Shares | $769K | 6K |
| Ishares Gold Tr | IAU | Shares | $710K | 8K |
| Select Sector Spdr Tr | XLF | Shares | $683K | 14K |
| Abbvie Inc | ABBV | Shares | $657K | 3K |
| Vanguard Index Fds | VUG | Shares | $614K | 1K |
| Proshares Tr | TQQQ | Shares | $571K | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $549K | 1K |
| Direxion Shares Etf Trust | GGLL | Shares | $546K | 7K |
| Ishares Inc | EWZ | Shares | $542K | 14K |
| Spdr Series Trust | KRE | Shares | $522K | 8K |
| St Joe Co | JOE | Shares | $514K | 8K |
| Wisdomtree Tr | DLS | Shares | $507K | 6K |
| 3M Co | MMM | Shares | $493K | 3K |
| Emerson Elec Co | EMR | Shares | $488K | 4K |
| Schwab Charles Corp | SCHW | Shares | $470K | 5K |
| Merck & Co Inc | MRK | Shares | $426K | 4K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $418K | 2K |
| Spdr Gold Tr | GLD | Shares | $398K | 925 |
| Ishares Tr | IAT | Shares | $392K | 7K |
| Zillow Group Inc | Z | Shares | $388K | 9K |
| Deere & Co | DE | Shares | $386K | 686 |
| Ishares Inc | EWJ | Shares | $372K | 4K |
| Ishares Inc | EWN | Shares | $358K | 6K |
| Select Sector Spdr Tr | XLE | Shares | $358K | 6K |
| Corning Inc | GLW | Shares | $354K | 3K |
| Coca Cola Co | KO | Shares | $350K | 5K |
| Disney Walt Co | DIS | Shares | $327K | 3K |
| Ge Healthcare Technologies I | GEHC | Shares | $320K | 5K |
| Intuitive Surgical Inc | ISRG | Shares | $311K | 675 |
| Starbucks Corp | SBUX | Shares | $301K | 3K |
| Wisdomtree Tr | DWM | Shares | $287K | 4K |
| Waters Corp | WAT | Shares | $283K | 950 |
| Ishares Inc | EWD | Shares | $277K | 6K |
| Uber Technologies Inc | UBER | Shares | $268K | 4K |
| Vanguard World Fd | VGT | Shares | $263K | 377 |
| Kb Home | KBH | Shares | $257K | 5K |
| General Mills Inc | GIS | Shares | $255K | 7K |
| Ishares Tr | INDY | Shares | $254K | 6K |
| Ishares Tr | IYR | Shares | $244K | 3K |
| Quest Diagnostics Inc | DGX | Shares | $235K | 1K |
| Ishares Inc | EWA | Shares | $233K | 8K |
| Netflix Inc. | NFLX | Shares | $219K | 2K |
| Verizon Communications Inc | VZ | Shares | $218K | 4K |
| Vanguard World Fd | VIS | Shares | $187K | 600 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.