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Global View Capital Management LLC — 13F Holdings & Portfolio

CIK 1994495 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Global View Capital Management LLC manages $484.4M in 13F-reported U.S. long-equity assets across 146 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MQQQ (30.04%), QLD (10.06%), QQQM (7.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions, exited 27, added to 52, and trimmed 44.

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.

Filer Information
Address
N14 W23833 STONE RIDGE DR - SUITE 350
WAUKESHA, WI 53188
Phone
(262) 650-1030
Filing Manager
Global View Capital Management LLC
WAUKESHA, WI
Signatory
DINA L. FLISS
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$484.4M

Long-equity book

Holdings

146

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+33 / −27 / ↑52 / ↓44

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESTMENT MANAGERS SER TR I$78.2M +116.1%
  • INVESCO EXCH TRADED FD TR II$35.2M +2620.2%
  • PROSHARES TR$9.0M +22.6%
  • NEOS ETF TRUST$8.9M +443.5%
  • PGIM ETF TR$5.2M +583.2%
Show all 52 →

Top Trims

  • WISDOMTREE TR-$46.5M -67.1%
  • ETFS GOLD TR-$9.4M -31.9%
  • INVESCO EXCHANGE TRADED FD T-$4.3M -81.6%
  • ISHARES TR-$2.0M -78.4%
  • UNIFIED SER TR-$1.6M -24.0%
Show all 44 →

New Positions

  • PROSHARES TR$16.7M
  • INVESCO EXCHANGE TRADED FD T$6.3M
  • INVESCO EXCHANGE TRADED FD T$3.9M
  • SPDR SERIES TRUST$2.7M
  • SPDR SERIES TRUST$2.4M
Show all 33 →

Exited Positions

  • SIMPLIFY EXCHANGE TRADED FUN$4.0M
  • FIRST TR EXCHANGE-TRADED FD$2.7M
  • AMERICAN CENTY ETF TR$2.6M
  • PIMCO ETF TR$2.6M
  • VANECK ETF TRUST$2.2M
Show all 27 →
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 INVESTMENT MANAGERS SER TR I MQQQ 46092D749 $145.5M 30.04% 592,523 SH
2 PROSHARES TR QLD 74347R206 $48.7M 10.06% 503,700 SH
3 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $36.6M 7.55% 120,688 SH
4 SPDR SERIES TRUST SPYM 78464A854 $30.5M 6.29% 346,778 SH
5 WISDOMTREE TR USFR 97717Y527 $22.8M 4.71% 453,517 SH
6 ETFS GOLD TR SGOL 00326A104 $20.0M 4.14% 524,023 SH
7 PROSHARES TR DDM 74347R305 $16.7M 3.45% 254,774 SH
8 PROSHARES TR SSO 74347R107 $11.0M 2.26% 162,652 SH
9 NEOS ETF TRUST CSHI 78433H501 $10.9M 2.24% 218,240 SH
10 PROSHARES TR UWM 74347R842 $6.3M 1.31% 94,336 SH
11 INVESCO EXCHANGE TRADED FD T RPG 46137V266 $6.3M 1.30% 98,628 SH
12 PGIM ETF TR PULS 69344A107 $6.1M 1.26% 122,898 SH
13 DIREXION SHARES ETF TRUST COM 25460E307 $5.7M 1.18% 175,550 SH
14 ISHARES TR HYG 464288513 $5.6M 1.15% 69,674 SH
15 UNIFIED SER TR ABEQ 90470L568 $5.1M 1.04% 135,793 SH
16 RBB FD INC TBIL 74933W452 $4.0M 0.82% 79,664 SH
17 INVESCO EXCHANGE TRADED FD T RZG 46137V175 $3.9M 0.81% 53,946 SH
18 WISDOMTREE TR DXJ 97717W851 $3.1M 0.63% 17,663 SH
19 SPDR SERIES TRUST BIL 78468R663 $2.7M 0.56% 29,618 SH
20 EA SERIES TRUST FRDM 02072L607 $2.6M 0.55% 36,297 SH
21 INVESCO ACTIVELY MANAGED EXC GSY 46090A887 $2.5M 0.52% 50,245 SH
22 SPDR SERIES TRUST FLRN 78468R200 $2.4M 0.50% 79,031 SH
23 FIDELITY COVINGTON TRUST FREL 316092857 $2.2M 0.46% 76,656 SH
24 SPDR SERIES TRUST XAR 78464A631 $2.1M 0.43% 7,265 SH
25 ISHARES TR IJR 464287804 $2.0M 0.42% 13,631 SH
26 SSGA ACTIVE ETF TR ULST 78467V707 $1.9M 0.38% 45,931 SH
27 EA SERIES TRUST DIVD 02072L656 $1.8M 0.38% 43,011 SH
28 ISHARES TR AGG 464287226 $1.8M 0.37% 17,924 SH
29 ISHARES TR IVV 464287200 $1.7M 0.36% 2,309 SH
30 FIRST TR EXCHNG TRADED FD VI FIXD 33740F805 $1.7M 0.35% 39,050 SH
31 BLACKROCK ETF TRUST BAI 09290C780 $1.7M 0.34% 31,599 SH
32 SIMPLIFY EXCHANGE TRADED FUN HARD 82889N566 $1.6M 0.32% 52,571 SH
33 SIMPLIFY EXCHANGE TRADED FUN CTA 82889N699 $1.6M 0.32% 59,936 SH
34 AMPLIFY ETF TR SWAN 032108888 $1.5M 0.31% 45,281 SH
35 VANECK ETF TRUST CLOI 92189H748 $1.5M 0.31% 28,446 SH
36 SELECT SECTOR SPDR TR XLU 81369Y886 $1.5M 0.31% 32,944 SH
37 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $1.5M 0.30% 11,030 SH
38 TIDAL TRUST I JOJO 886364652 $1.5M 0.30% 93,177 SH
39 APPLE INC AAPL 037833100 $1.4M 0.29% 4,823 SH
40 FIRST TR EXCHANGE TRADED FD FTXL 33738R811 $1.4M 0.28% 4,830 SH
41 GOLDMAN SACHS ETF TR GBIL 381430529 $1.4M 0.28% 13,513 SH
42 SELECT SECTOR SPDR TR XLV 81369Y209 $1.2M 0.24% 7,412 SH
43 SPDR SERIES TRUST XHB 78464A888 $1.2M 0.24% 10,082 SH
44 ISHARES TR IAGG 46435G672 $1.1M 0.24% 22,602 SH
45 ISHARES TR SOXX 464287523 $1.1M 0.24% 1,783 SH
46 ISHARES TR ITOT 464287150 $1.1M 0.23% 6,779 SH
47 ARK ETF TR ARKG 00214Q302 $1.1M 0.23% 26,058 SH
48 ISHARES TR IEFA 46432F842 $1.1M 0.23% 11,332 SH
49 INVESCO QQQ TR QQQ 46090E103 $1.1M 0.22% 1,475 SH
50 ISHARES TR ITA 464288760 $1.1M 0.22% 4,464 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $484.4M 146 0001994495-26-000005
2026-03-31 2026-05-04 $376.7M 140 0001994495-26-000003
2025-12-31 2026-01-14 $536.5M 137 0001994495-26-000001