Viewpoint Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Viewpoint Capital Management Llc disclosed 119 stock positions valued at approximately $196.31M as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, VANGUARD INDEX FDS, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 119
- Portfolio Value
- $196.31M
Holdings by Sector
Viewpoint Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 9.36% | 77,093 | -47,933 | -38.34% | $18,374,346 |
| VANGUARD INDEX FDS | VOO | Other | 6.85% | 19,585 | - | - | $13,451,174 |
| NVIDIA CORPORATION | NVDA | Technology | 5.17% | 50,709 | -8,990 | -15.06% | $10,146,378 |
| ISHARES TR | IWN | Other | 4.87% | 43,186 | -5,063 | -10.49% | $9,553,743 |
| CATERPILLAR INC | CAT | Industrials | 4.69% | 8,650 | -4,151 | -32.43% | $9,211,385 |
| BANK OF AMER CORP | BAC | Financial Services | 3.67% | 126,494 | -34,435 | -21.40% | $7,207,628 |
| CITIGROUP INC | C | Financial Services | 3.21% | 45,081 | -13,559 | -23.12% | $6,309,086 |
| SPDR SERIES TRUST | XHB | Other | 3.11% | 52,847 | -10,017 | -15.93% | $6,106,999 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.88% | 36,706 | -1,471 | -3.85% | $5,663,369 |
| GE AEROSPACE | GE | Industrials | 2.59% | 13,581 | -2,190 | -13.89% | $5,075,627 |
| ISHARES TR | IWM | Other | 2.10% | 13,706 | +477 | +3.61% | $4,117,968 |
| GE VERNOVA INC | GEV | Utilities | 2.08% | 3,468 | -535 | -13.36% | $4,074,623 |
| ISHARES TR | EUFN | Other | 2.06% | 103,632 | -11,972 | -10.36% | $4,040,612 |
| MICROSOFT CORP | MSFT | Technology | 1.82% | 9,598 | -3,971 | -29.27% | $3,580,150 |
| ISHARES TR | IJR | Other | 1.81% | 23,899 | -4,370 | -15.46% | $3,544,461 |
| ALPHABET INC | GOOG | Communication Services | 1.80% | 10,008 | -401 | -3.85% | $3,536,027 |
| VANGUARD INDEX FDS | VB | Other | 1.61% | 10,453 | - | - | $3,168,513 |
| PORCH GROUP INC | PRCH | Technology | 1.53% | 199,200 | -1,100 | -0.55% | $2,995,968 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.50% | 11,559 | -2,184 | -15.89% | $2,935,638 |
| INVESCO QQQ TR | QQQ | Other | 1.48% | 3,935 | -70 | -1.75% | $2,897,773 |
| ISHARES TR | ISCV | Other | 1.39% | 34,744 | -10,650 | -23.46% | $2,721,150 |
| ISHARES TR | EFA | Other | 1.35% | 25,593 | +185 | +0.73% | $2,658,601 |
| ISHARES TR | EEM | Other | 1.32% | 37,739 | -4,332 | -10.30% | $2,581,725 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.29% | 2,710 | - | - | $2,535,399 |
| ISHARES TR | IBB | Other | 1.29% | 13,280 | -1,206 | -8.33% | $2,525,723 |
| APPLE INC | AAPL | Technology | 1.25% | 8,449 | -3,661 | -30.23% | $2,444,887 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.19% | 15,997 | -2,906 | -15.37% | $2,345,800 |
| KRANESHARES TRUST | KWEB | Other | 1.16% | 93,075 | -24,555 | -20.87% | $2,277,545 |
| DIREXION SHARES ETF TRUST | TNA | Other | 1.06% | 27,800 | - | - | $2,088,058 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.05% | 5,867 | -543 | -8.47% | $2,069,173 |
Showing 30 of 119 holdings in the latest reporting period.