Viewpoint Capital Management LLC
13F Reported Value
ⓘ$214.0M
Holdings
135
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Viewpoint Capital Management LLC disclosed 135 positions worth $214.0M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 12.2% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $NFLX and a full exit from $PLTR. The portfolio is most concentrated in Other (40.4% of disclosed assets). All figures are sourced directly from Viewpoint Capital Management LLC’s Form 13F-HR filing with the SEC under CIK 1906223.
AI Fund Analysis
Stable
$AMZN
$NVDA
$CATSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$26.0M125,026 sh VANGUARD INDEX FDS
—Quality
$11.7M19,585 sh- 90.2#1
Quality
$10.4M59,699 sh ISHARES TR
—Quality
$9.1M48,249 sh- 67.8
Quality
$9.1M12,801 sh - 68.4
Quality
$7.8M160,929 sh - 54.8
Quality
$6.7M58,640 sh SPDR SERIES TRUST
—Quality
$6.2M62,864 shVANGUARD INTL EQUITY INDEX F
—Quality
$5.6M38,177 sh- 83.7
Quality
$5.0M13,569 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMAZON COM INC$AMZN | 74.6#152 | $26.0M | 125,026 |
| VANGUARD INDEX FDS | — | $11.7M | 19,585 |
| NVIDIA CORP$NVDA | 90.2#1 | $10.4M | 59,699 |
| ISHARES TR | — | $9.1M | 48,249 |
| CATERPILLAR INC$CAT | 67.8 | $9.1M | 12,801 |
 BANK OF AMERICA CORP /DE/$BAC | 68.4 | $7.8M | 160,929 |
 CITIGROUP INC$C | 54.8 | $6.7M | 58,640 |
| SPDR SERIES TRUST | — | $6.2M | 62,864 |
| VANGUARD INTL EQUITY INDEX F | — | $5.6M | 38,177 |
 MICROSOFT CORP$MSFT | 83.7 | $5.0M | 13,569 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Viewpoint Capital Management LLC's 135 positions.
Showing top 10 of 135 holdings.
Sector Allocation
Other
$86.5M
Technology
$36.9M
Consumer Discretionary
$31.1M
Financials
$27.0M
Industrials
$11.0M
Healthcare
$7.9M
Consumer Staples
$7.4M
Communication Services
$2.2M
Full Holdings — Viewpoint Capital Management LLC (Q1 2026)
All 135 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $26.0M | 12.2% | +0% | 74.6 |
| 2 | — | VANGUARD INDEX FDS | $11.7M | 5.5% | +0% | — |
| 3 | $NVDA | NVIDIA CORP | $10.4M | 4.9% | -1% | 90.2 |
| 4 | — | ISHARES TR | $9.1M | 4.3% | +1% | — |
| 5 | $CAT | CATERPILLAR INC | $9.1M | 4.2% | -0% | 67.8 |
| 6 | $BAC | BANK OF AMERICA CORP /DE/ | $7.8M | 3.7% | -3% | 68.4 |
| 7 | $C | CITIGROUP INC | $6.7M | 3.1% | -4% | 54.8 |
| 8 | — | SPDR SERIES TRUST | $6.2M | 2.9% | +6% | — |
| 9 | — | VANGUARD INTL EQUITY INDEX F | $5.6M | 2.6% | -2% | — |
| 10 | $MSFT | MICROSOFT CORP | $5.0M | 2.4% | -1% | 83.7 |
| 11 |  $GE | GENERAL ELECTRIC CO | $4.5M | 2.1% | +0% | 74.8 |
| 12 | — | ISHARES TR | $4.0M | 1.9% | -9% | — |
| 13 | — | ISHARES TR | $3.5M | 1.6% | +0% | — |
| 14 |  $GEV | GE Vernova Inc. | $3.5M | 1.6% | -0% | 70.1 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $3.4M | 1.6% | -5% | 72.8 |
| 16 | — | KRANESHARES TRUST | $3.3M | 1.6% | +4% | — |
| 17 | — | ISHARES TR | $3.3M | 1.5% | +12% | — |
| 18 | — | ISHARES TR | $3.2M | 1.5% | +0% | — |
| 19 |  $AAPL | Apple Inc. | $3.1M | 1.4% | -8% | 76.1 |
| 20 |  $GOOGL | Alphabet Inc. | $3.0M | 1.4% | +11% | 80.2 |
| 21 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $2.8M | 1.3% | -8% | 59.5 |
| 22 | — | VANGUARD INDEX FDS | $2.7M | 1.3% | +0% | — |
| 23 |  $PG | PROCTER & GAMBLE Co | $2.7M | 1.3% | -4% | 72.9 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.7M | 1.3% | +1% | 67 |
| 25 | — | ISHARES TR | $2.6M | 1.2% | -3% | — |
| 26 | — | ISHARES TR | $2.5M | 1.1% | +6% | — |
| 27 | — | ISHARES TR | $2.4M | 1.1% | +5% | — |
| 28 | — | ISHARES TR | $2.4M | 1.1% | +5% | — |
| 29 |  $PEP | PEPSICO INC | $2.4M | 1.1% | -4% | 62.7 |
| 30 |  $ORCL | ORACLE CORP | $2.3M | 1.1% | -6% | 67.2 |
| 31 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 1.1% | +6% | — |
| 32 |  $HD | HOME DEPOT, INC. | $2.1M | 1.0% | -2% | 69.2 |
| 33 |  $XOM | EXXON MOBIL CORP | $2.1M | 1.0% | +0% | 61.8 |
| 34 |  $MS | MORGAN STANLEY | $2.0M | 0.9% | +0% | — |
| 35 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.9M | 0.9% | -4% | 70.1 |
| 36 | — | ISHARES INC | $1.7M | 0.8% | +2% | — |
| 37 |  $MO | ALTRIA GROUP, INC. | $1.6M | 0.8% | +5% | 72.1 |
| 38 | — | ISHARES TR | $1.6M | 0.8% | +2% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.7% | -22% | 35.6 |
| 40 |  $T | AT&T INC. | $1.5M | 0.7% | +5% | 71.9 |
| 41 | — | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.7% | +0% | — |
| 42 |  $GOOG | Alphabet Inc. | $1.4M | 0.7% | +1% | 80.2 |
| 43 |  $PRCH | Porch Group, Inc. | $1.4M | 0.7% | -4% | 38.7 |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.7% | +0% | — |
| 45 | — | DIREXION SHARES ETF TRUST | $1.2M | 0.6% | +8% | — |
| 46 | — | ISHARES INC | $1.2M | 0.6% | +10% | — |
| 47 |  $META | Meta Platforms, Inc. | $1.2M | 0.6% | +3% | 80.9 |
| 48 | — | ISHARES TR | $1.2M | 0.6% | +2% | — |
| 49 | — | ISHARES TR | $1.1M | 0.5% | +0% | — |
| 50 | — | SPDR SERIES TRUST | $1.0M | 0.5% | -20% | — |
| 51 | — | VANGUARD TAX-MANAGED FDS | $983,756 | 0.5% | +0% | — |
| 52 |  $WT | WisdomTree, Inc. | $978,058 | 0.5% | +0% | 62.9 |
| 53 |  $TSLA | Tesla, Inc. | $912,367 | 0.4% | -87% | 50.1 |
| 54 |  $CLX | CLOROX CO /DE/ | $892,140 | 0.4% | -11% | 63.5 |
| 55 |  $SOFI | SoFi Technologies, Inc. | $822,854 | 0.4% | -15% | 53.8 |
| 56 |  $GS | GOLDMAN SACHS GROUP INC | $799,461 | 0.4% | -12% | — |
| 57 | — | ISHARES TR | $768,720 | 0.4% | +0% | — |
| 58 |  $IAU | ISHARES GOLD TRUST | $709,600 | 0.3% | -2% | — |
| 59 | — | SELECT SECTOR SPDR TR | $683,380 | 0.3% | -3% | — |
| 60 |  $ABBV | AbbVie Inc. | $657,255 | 0.3% | -1% | 59.3 |
| 61 | — | VANGUARD INDEX FDS | $613,690 | 0.3% | -0% | — |
| 62 | — | PROSHARES TR | $571,016 | 0.3% | -4% | — |
| 63 |  $BRK.B | BERKSHIRE HATHAWAY INC | $549,163 | 0.3% | +0% | 64.5 |
| 64 | — | DIREXION SHARES ETF TRUST | $546,350 | 0.3% | +0% | — |
| 65 | — | ISHARES INC | $541,645 | 0.3% | -0% | — |
| 66 | — | SPDR SERIES TRUST | $521,852 | 0.2% | +0% | — |
| 67 |  $JOE | ST JOE Co | $513,704 | 0.2% | -2% | 71.2 |
| 68 | $WT | WisdomTree, Inc. | $507,012 | 0.2% | +0% | 62.9 |
| 69 |  $MMM | 3M CO | $492,911 | 0.2% | -18% | 60.7 |
| 70 |  $EMR | EMERSON ELECTRIC CO | $488,050 | 0.2% | +0% | 65.9 |
| 71 |  $SCHW | SCHWAB CHARLES CORP | $469,900 | 0.2% | +0% | 77.2 |
| 72 |  $MRK | Merck & Co., Inc. | $426,295 | 0.2% | +0% | 70.9 |
| 73 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $418,261 | 0.2% | +0% | 70.9 |
| 74 |  $GLD | SPDR GOLD TRUST | $398,018 | 0.2% | +3% | — |
| 75 | — | ISHARES TR | $392,494 | 0.2% | +0% | — |
| 76 |  $Z | ZILLOW GROUP, INC. | $388,310 | 0.2% | -9% | 57.3 |
| 77 |  $DE | DEERE & CO | $386,424 | 0.2% | +0% | 57.4 |
| 78 | — | ISHARES INC | $372,127 | 0.2% | +0% | — |
| 79 | — | ISHARES INC | $357,827 | 0.2% | +0% | — |
| 80 | — | SELECT SECTOR SPDR TR | $357,758 | 0.2% | +0% | — |
| 81 |  $GLW | CORNING INC /NY | $353,522 | 0.2% | +0% | 72.7 |
| 82 |  $KO | COCA COLA CO | $350,489 | 0.2% | -18% | 74 |
| 83 |  $DIS | Walt Disney Co | $326,632 | 0.1% | -17% | 68.9 |
| 84 |  $GEHC | GE HealthCare Technologies Inc. | $320,381 | 0.1% | -3% | 58.2 |
| 85 |  $ISRG | INTUITIVE SURGICAL INC | $311,168 | 0.1% | +0% | 81.4 |
| 86 |  $SBUX | STARBUCKS CORP | $301,112 | 0.1% | -0% | 54.6 |
| 87 | $WT | WisdomTree, Inc. | $286,551 | 0.1% | +0% | 62.9 |
| 88 |  $WAT | WATERS CORP /DE/ | $282,910 | 0.1% | +17% | 69.9 |
| 89 | — | ISHARES INC | $276,681 | 0.1% | +0% | — |
| 90 |  $UBER | Uber Technologies, Inc | $268,227 | 0.1% | +0% | 79.3 |
| 91 | — | VANGUARD WORLD FD | $263,040 | 0.1% | +0% | — |
| 92 |  $KBH | KB HOME | $257,198 | 0.1% | +0% | 45.9 |
| 93 |  $GIS | GENERAL MILLS INC | $255,478 | 0.1% | -27% | 64.1 |
| 94 | — | ISHARES TR | $253,651 | 0.1% | +0% | — |
| 95 | — | ISHARES TR | $244,248 | 0.1% | +0% | — |
| 96 |  $DGX | QUEST DIAGNOSTICS INC | $235,176 | 0.1% | +0% | 69.1 |
| 97 | — | ISHARES INC | $233,045 | 0.1% | -1% | — |
| 98 |  $NFLX | NETFLIX INC | $219,414 | 0.1% | NEW | 86.7 |
| 99 |  $VZ | VERIZON COMMUNICATIONS INC | $218,491 | 0.1% | NEW | 71.6 |
| 100 | — | VANGUARD WORLD FD | $187,332 | 0.1% | +0% | — |
| 101 | — | VANGUARD WORLD FD | $187,055 | 0.1% | +0% | — |
| 102 | — | ISHARES TR | $171,058 | 0.1% | -16% | — |
| 103 | — | ISHARES TR | $154,357 | 0.1% | +0% | — |
| 104 | — | VANGUARD WORLD FD | $147,026 | 0.1% | +0% | — |
| 105 | — | ISHARES INC | $144,105 | 0.1% | +0% | — |
| 106 | — | THEMES ETF TR | $134,673 | 0.1% | +271% | — |
| 107 | $WT | WisdomTree, Inc. | $133,977 | 0.1% | +0% | 62.9 |
| 108 | — | ISHARES INC | $128,757 | 0.1% | -5% | — |
| 109 | — | ISHARES TR | $111,830 | 0.1% | -79% | — |
| 110 | $WT | WisdomTree, Inc. | $102,645 | 0.1% | +0% | 62.9 |
| 111 |  $BHC | Bausch Health Companies Inc. | $96,660 | 0.1% | NEW | 46.8 |
| 112 | — | VANGUARD INDEX FDS | $68,653 | 0.0% | +0% | — |
| 113 |  $SANA | Sana Biotechnology, Inc. | $67,810 | 0.0% | +0% | — |
| 114 |  $STT | STATE STREET CORP | $52,957 | 0.0% | -0% | 61.5 |
| 115 |  $CLOV | CLOVER HEALTH INVESTMENTS, CORP. /DE | $52,800 | 0.0% | +0% | 55 |
| 116 | — | SELECT SECTOR SPDR TR | $50,479 | 0.0% | -16% | — |
| 117 |  $ABEV | AMBEV S.A. | $47,596 | 0.0% | +0% | — |
| 118 | — | ISHARES INC | $36,612 | 0.0% | +0% | — |
| 119 | — | ISHARES TR | $34,672 | 0.0% | +0% | — |
| 120 | $WT | WisdomTree, Inc. | $28,820 | 0.0% | +0% | 62.9 |
| 121 | — | ISHARES INC | $24,725 | 0.0% | NEW | — |
| 122 | — | VANGUARD INDEX FDS | $19,620 | 0.0% | +0% | — |
| 123 | — | ISHARES INC | $18,566 | 0.0% | +0% | — |
| 124 | — | ISHARES TR | $18,405 | 0.0% | +0% | — |
| 125 | — | SPDR SERIES TRUST | $16,376 | 0.0% | +0% | — |
| 126 | — | ISHARES TR | $10,615 | 0.0% | +0% | — |
| 127 | — | ISHARES TR | $7,557 | 0.0% | +0% | — |
| 128 | — | SELECT SECTOR SPDR TR | $5,996 | 0.0% | +0% | — |
| 129 | — | VANGUARD INTL EQUITY INDEX F | $4,122 | 0.0% | +0% | — |
| 130 | — | VANGUARD INDEX FDS | $2,585 | 0.0% | +0% | — |
| 131 | — | ISHARES TR | $1,233 | 0.0% | +0% | — |
| 132 | — | ISHARES TR | $363 | 0.0% | +0% | — |
| 133 | — | VANGUARD INDEX FDS | $266 | 0.0% | -100% | — |
| 134 | — | ISHARES TR | $109 | 0.0% | -100% | — |
| 135 | — | ISHARES TR | $38 | 0.0% | +0% | — |
New Positions (3)
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