Viewpoint Capital Management LLC — 13F Holdings & Portfolio
CIK 1906223 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$214.0M
Long-equity book
Holdings
135
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+7 / −6 / ↑32 / ↓51
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CATERPILLAR INC$1.7M +23.6%
- GE VERNOVA INC$874.8K +33.4%
- EXXON MOBIL CORP$610.5K +41.0%
- ISHARES TR$528.1K +6.1%
- COSTCO WHOLESALE CORPORATION$384.9K +16.6%
Top Trims
- TESLA INC-$7.5M -89.1%
- AMAZON COM INC-$2.8M -9.6%
- MICROSOFT CORP-$1.6M -24.1%
- BANK AMERICA CORP-$1.2M -13.7%
- ORACLE CORP-$946.0K -29.0%
New Positions
- NETFLIX INC.$219.4K
- VERIZON COMMUNICATIONS INC$218.5K
- ISHARES TR$111.8K
- BAUSCH HEALTH COS INC$96.7K
- SELECT SECTOR SPDR TR$50.5K
Exited Positions
- PALANTIR TECHNOLOGIES INC$402.4K
- INTERNATIONAL BUSINESS MACHS$239.9K
- ISHARES TR$229.9K
- ELI LILLY & CO$221.4K
- NIO INC$153.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $26.0M | 12.17% | 125,026 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $11.7M | 5.47% | 19,585 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $10.4M | 4.87% | 59,699 | SH |
| 4 | ISHARES TR | IWN | 464287630 | $9.1M | 4.27% | 48,249 | SH |
| 5 | CATERPILLAR INC | CAT | 149123101 | $9.1M | 4.24% | 12,801 | SH |
| 6 | BANK AMERICA CORP | BAC | 060505104 | $7.8M | 3.67% | 160,929 | SH |
| 7 | CITIGROUP INC | C | 172967424 | $6.7M | 3.11% | 58,640 | SH |
| 8 | SPDR SERIES TRUST | XHB | 78464A888 | $6.2M | 2.90% | 62,864 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $5.6M | 2.60% | 38,177 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 2.35% | 13,569 | SH |
| 11 | GE AEROSPACE | GE | 369604301 | $4.5M | 2.09% | 15,771 | SH |
| 12 | ISHARES TR | EUFN | 464289180 | $4.0M | 1.88% | 115,604 | SH |
| 13 | ISHARES TR | IJR | 464287804 | $3.5M | 1.64% | 28,269 | SH |
| 14 | GE VERNOVA INC | GEV | 36828A101 | $3.5M | 1.63% | 4,003 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.4M | 1.57% | 13,743 | SH |
| 16 | KRANESHARES TRUST | KWEB | 500767306 | $3.3M | 1.56% | 117,630 | SH |
| 17 | ISHARES TR | IWM | 464287655 | $3.3M | 1.53% | 13,229 | SH |
| 18 | ISHARES TR | ISCV | 464288703 | $3.2M | 1.47% | 45,394 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $3.1M | 1.44% | 12,110 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $3.0M | 1.40% | 10,409 | SH |
| 21 | AMERICAN INTL GROUP INC | AIG | 026874784 | $2.8M | 1.32% | 37,444 | SH |
| 22 | VANGUARD INDEX FDS | VB | 922908751 | $2.7M | 1.28% | 10,453 | SH |
| 23 | PROCTER & GAMBLE CO | PG | 742718109 | $2.7M | 1.28% | 18,903 | SH |
| 24 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.7M | 1.26% | 2,710 | SH |
| 25 | ISHARES TR | FXI | 464287184 | $2.6M | 1.22% | 72,923 | SH |
| 26 | ISHARES TR | EFA | 464287465 | $2.5M | 1.15% | 25,408 | SH |
| 27 | ISHARES TR | IBB | 464287556 | $2.4M | 1.14% | 14,486 | SH |
| 28 | ISHARES TR | EEM | 464287234 | $2.4M | 1.12% | 42,071 | SH |
| 29 | PEPSICO INC | PEP | 713448108 | $2.4M | 1.11% | 15,358 | SH |
| 30 | ORACLE CORP | ORCL | 68389X105 | $2.3M | 1.08% | 15,714 | SH |
| 31 | INVESCO QQQ TR | QQQ | 46090E103 | $2.3M | 1.08% | 4,005 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $2.1M | 0.99% | 6,410 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $2.1M | 0.98% | 12,379 | SH |
| 34 | MORGAN STANLEY | MS | 617446448 | $2.0M | 0.91% | 11,894 | SH |
| 35 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $1.9M | 0.87% | 30,572 | SH |
| 36 | ISHARES INC | EWG | 464286806 | $1.7M | 0.82% | 44,061 | SH |
| 37 | ALTRIA GROUP INC | MO | 02209S103 | $1.6M | 0.76% | 24,722 | SH |
| 38 | ISHARES TR | DVY | 464287168 | $1.6M | 0.75% | 10,646 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.5M | 0.70% | 5,080 | SH |
| 40 | AT&T INC | T | 00206R102 | $1.5M | 0.69% | 50,883 | SH |
| 41 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.4M | 0.68% | 26,741 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $1.4M | 0.68% | 5,026 | SH |
| 43 | PORCH GROUP INC | PRCH | 733245104 | $1.4M | 0.67% | 200,300 | SH |
| 44 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.4M | 0.67% | 2,197 | SH |
| 45 | DIREXION SHARES ETF TRUST | TNA | 25459W847 | $1.2M | 0.57% | 27,800 | SH |
| 46 | ISHARES INC | IEMG | 46434G103 | $1.2M | 0.57% | 17,441 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.56% | 2,105 | SH |
| 48 | ISHARES TR | IEUR | 46434V738 | $1.2M | 0.56% | 16,970 | SH |
| 49 | ISHARES TR | IWS | 464287473 | $1.1M | 0.50% | 7,299 | SH |
| 50 | SPDR SERIES TRUST | XBI | 78464A870 | $1.0M | 0.48% | 8,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $214.0M | 135 | 0001398344-26-006658 |
| 2025-12-31 | 2026-02-11 | $230.9M | 134 | 0001398344-26-002697 |