Viewpoint Capital Management Llc Portfolio Stock Holdings
Viewpoint Capital Management Llc disclosed 135 stock positions valued at approximately $214.0 million in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, VANGUARD INDEX FDS, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 135
- Portfolio Value
- $214.0M
Holdings by Sector
Viewpoint Capital Management Llc Portfolio Holdings in Q1 2026
134 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 12.17% | 125,026 | +263 | +0.21% | $26,039,094 |
| VANGUARD INDEX FDS | VOO | Other | 5.47% | 19,585 | - | - | $11,703,017 |
| NVIDIA CORPORATION | NVDA | Technology | 4.87% | 59,699 | -310 | -0.52% | $10,411,517 |
| ISHARES TR | IWN | Other | 4.27% | 48,249 | +683 | +1.44% | $9,147,465 |
| CATERPILLAR INC | CAT | Industrials | 4.24% | 12,801 | -5 | -0.04% | $9,068,996 |
| BANK AMERICA CORP | BAC | Financial Services | 3.67% | 160,929 | -4,355 | -2.63% | $7,845,289 |
| CITIGROUP INC | C | Financial Services | 3.11% | 58,640 | -2,250 | -3.70% | $6,650,362 |
| SPDR SERIES TRUST | XHB | Other | 2.90% | 62,864 | +3,655 | +6.17% | $6,205,934 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.60% | 38,177 | -880 | -2.25% | $5,565,825 |
| MICROSOFT CORP | MSFT | Technology | 2.35% | 13,569 | -113 | -0.83% | $5,022,981 |
| GE AEROSPACE | GE | Industrials | 2.09% | 15,771 | - | - | $4,475,400 |
| ISHARES TR | EUFN | Other | 1.88% | 115,604 | -11,450 | -9.01% | $4,028,805 |
| ISHARES TR | IJR | Other | 1.64% | 28,269 | - | - | $3,514,119 |
| GE VERNOVA INC | GEV | Utilities | 1.63% | 4,003 | -5 | -0.12% | $3,494,362 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.57% | 13,743 | -654 | -4.54% | $3,359,455 |
| KRANESHARES TRUST | KWEB | Other | 1.56% | 117,630 | +5,040 | +4.48% | $3,344,220 |
| ISHARES TR | IWM | Other | 1.53% | 13,229 | +1,457 | +12.38% | $3,280,792 |
| ISHARES TR | ISCV | Other | 1.47% | 45,394 | - | - | $3,155,337 |
| APPLE INC | AAPL | Technology | 1.44% | 12,110 | -1,000 | -7.63% | $3,073,474 |
| ALPHABET INC | GOOG | Communication Services | 1.40% | 10,409 | +1,017 | +10.83% | $2,985,826 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 1.32% | 37,444 | -3,350 | -8.21% | $2,817,661 |
| VANGUARD INDEX FDS | VB | Other | 1.28% | 10,453 | - | - | $2,737,850 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.28% | 18,903 | -842 | -4.26% | $2,730,334 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.26% | 2,710 | +25 | +0.93% | $2,700,325 |
| ISHARES TR | FXI | Other | 1.22% | 72,923 | -2,200 | -2.93% | $2,617,936 |
| ISHARES TR | EFA | Other | 1.15% | 25,408 | +1,370 | +5.70% | $2,467,879 |
| ISHARES TR | IBB | Other | 1.14% | 14,486 | +650 | +4.70% | $2,445,961 |
| ISHARES TR | EEM | Other | 1.12% | 42,071 | +2,025 | +5.06% | $2,389,212 |
| PEPSICO INC | PEP | Consumer Defensive | 1.11% | 15,358 | -707 | -4.40% | $2,384,984 |
| ORACLE CORP | ORCL | Technology | 1.08% | 15,714 | -1,000 | -5.98% | $2,311,687 |
| INVESCO QQQ TR | QQQ | Other | 1.08% | 4,005 | +240 | +6.37% | $2,311,626 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.99% | 6,410 | -150 | -2.29% | $2,108,185 |
| EXXON MOBIL CORP | XOM | Energy | 0.98% | 12,379 | - | - | $2,100,221 |
| MORGAN STANLEY | MS | Financial Services | 0.91% | 11,894 | - | - | $1,957,396 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.87% | 30,572 | -1,199 | -3.77% | $1,854,215 |
| ISHARES INC | EWG | Other | 0.82% | 44,061 | +870 | +2.01% | $1,747,900 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.76% | 24,722 | +1,150 | +4.88% | $1,631,388 |
| ISHARES TR | DVY | Other | 0.75% | 10,646 | +227 | +2.18% | $1,611,954 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.70% | 5,080 | -1,400 | -21.60% | $1,494,389 |
| AT&T INC | T | Communication Services | 0.69% | 50,883 | +2,608 | +5.40% | $1,475,113 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.68% | 26,741 | +6 | +0.02% | $1,445,351 |
| ALPHABET INC | GOOGL | Communication Services | 0.68% | 5,026 | +73 | +1.47% | $1,445,231 |
| PORCH GROUP INC | PRCH | Technology | 0.67% | 200,300 | -8,200 | -3.93% | $1,436,151 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.67% | 2,197 | - | - | $1,428,797 |
| DIREXION SHARES ETF TRUST | TNA | Other | 0.57% | 27,800 | +2,000 | +7.75% | $1,226,814 |
| ISHARES INC | IEMG | Other | 0.57% | 17,441 | +1,655 | +10.48% | $1,216,510 |
| META PLATFORMS INC | META | Communication Services | 0.56% | 2,105 | +65 | +3.19% | $1,204,595 |
| ISHARES TR | IEUR | Other | 0.56% | 16,970 | +400 | +2.41% | $1,192,482 |
| ISHARES TR | IWS | Other | 0.50% | 7,299 | - | - | $1,063,756 |
| SPDR SERIES TRUST | XBI | Other | 0.48% | 8,000 | -2,000 | -20.00% | $1,021,840 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.46% | 15,352 | +6 | +0.04% | $983,756 |
| WISDOMTREE TR | EPI | Other | 0.46% | 23,972 | - | - | $978,058 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 2,454 | -16,194 | -86.84% | $912,367 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.42% | 8,609 | -1,089 | -11.23% | $892,140 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.38% | 51,817 | -9,000 | -14.80% | $822,854 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.37% | 945 | -125 | -11.68% | $799,461 |
| ISHARES TR | IWP | Other | 0.36% | 6,000 | - | - | $768,720 |
| ISHARES GOLD TR | IAU | Other | 0.33% | 8,049 | -195 | -2.37% | $709,600 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.32% | 13,842 | -400 | -2.81% | $683,380 |
| ABBVIE INC | ABBV | Healthcare | 0.31% | 3,022 | -35 | -1.14% | $657,255 |
| VANGUARD INDEX FDS | VUG | Other | 0.29% | 1,405 | -1 | -0.07% | $613,690 |
| PROSHARES TR | TQQQ | Other | 0.27% | 13,700 | -500 | -3.52% | $571,016 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 1,146 | - | - | $549,163 |
| DIREXION SHARES ETF TRUST | GGLL | Other | 0.26% | 7,000 | - | - | $546,350 |
| ISHARES INC | EWZ | Other | 0.25% | 14,109 | -66 | -0.47% | $541,645 |
| SPDR SERIES TRUST | KRE | Other | 0.24% | 8,010 | - | - | $521,852 |
| ST JOE CO | JOE | Real Estate | 0.24% | 8,180 | -204 | -2.43% | $513,704 |
| WISDOMTREE TR | DLS | Other | 0.24% | 6,221 | - | - | $507,012 |
| 3M CO | MMM | Industrials | 0.23% | 3,394 | -750 | -18.10% | $492,911 |
| EMERSON ELEC CO | EMR | Industrials | 0.23% | 3,725 | - | - | $488,050 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.22% | 5,000 | - | - | $469,900 |
| MERCK & CO INC | MRK | Healthcare | 0.20% | 3,544 | +1 | +0.03% | $426,295 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.20% | 2,010 | - | - | $418,261 |
| SPDR GOLD TR | GLD | Other | 0.19% | 925 | +25 | +2.78% | $398,018 |
| ISHARES TR | IAT | Other | 0.18% | 7,290 | - | - | $392,494 |
| ZILLOW GROUP INC | Z | Communication Services | 0.18% | 9,384 | -900 | -8.75% | $388,310 |
| DEERE & CO | DE | Industrials | 0.18% | 686 | - | - | $386,424 |
| ISHARES INC | EWJ | Other | 0.17% | 4,407 | - | - | $372,127 |
| ISHARES INC | EWN | Other | 0.17% | 6,222 | - | - | $357,827 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.17% | 5,840 | - | - | $357,758 |
| CORNING INC | GLW | Technology | 0.17% | 2,600 | - | - | $353,522 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 4,609 | -1,000 | -17.83% | $350,489 |
| DISNEY WALT CO | DIS | Communication Services | 0.15% | 3,389 | -673 | -16.57% | $326,632 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.15% | 4,501 | -137 | -2.95% | $320,381 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.15% | 675 | - | - | $311,168 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.14% | 3,361 | -5 | -0.15% | $301,112 |
| WISDOMTREE TR | DWM | Other | 0.13% | 4,100 | - | - | $286,551 |
| WATERS CORP | WAT | Healthcare | 0.13% | 950 | +135 | +16.56% | $282,910 |
| ISHARES INC | EWD | Other | 0.13% | 5,679 | - | - | $276,681 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.13% | 3,729 | - | - | $268,227 |
| VANGUARD WORLD FD | VGT | Other | 0.12% | 377 | - | - | $263,040 |
| KB HOME | KBH | Consumer Cyclical | 0.12% | 4,970 | - | - | $257,198 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.12% | 6,864 | -2,500 | -26.70% | $255,478 |
| ISHARES TR | INDY | Other | 0.12% | 6,005 | - | - | $253,651 |
| ISHARES TR | IYR | Other | 0.11% | 2,583 | - | - | $244,248 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.11% | 1,200 | - | - | $235,176 |
| ISHARES INC | EWA | Other | 0.11% | 8,395 | -100 | -1.18% | $233,045 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 2,282 | +2,282 | +100.00% | $219,414 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 4,352 | +4,352 | +100.00% | $218,491 |
| VANGUARD WORLD FD | VIS | Other | 0.09% | 600 | - | - | $187,332 |