Viewpoint Capital Management Llc Portfolio Stock Holdings
Viewpoint Capital Management Llc disclosed 120 stock positions valued at approximately $196.3 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 June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 120
- Portfolio Value
- $196.3M
Holdings by Sector
Viewpoint Capital Management Llc Portfolio Holdings in Q2 2026
119 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 | 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 |
| ISHARES TR | FXI | Other | 1.04% | 64,828 | -8,095 | -11.10% | $2,047,917 |
| ALPHABET INC | GOOGL | Communication Services | 0.92% | 5,054 | +28 | +0.56% | $1,806,095 |
| PEPSICO INC | PEP | Consumer Defensive | 0.92% | 13,284 | -2,074 | -13.50% | $1,798,654 |
| MORGAN STANLEY | MS | Financial Services | 0.86% | 8,094 | -3,800 | -31.95% | $1,691,970 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.81% | 26,741 | - | - | $1,596,170 |
| ISHARES TR | DVY | Other | 0.79% | 9,906 | -740 | -6.95% | $1,548,308 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.77% | 20,299 | -17,145 | -45.79% | $1,512,884 |
| ISHARES INC | IEMG | Other | 0.75% | 17,849 | +408 | +2.34% | $1,478,611 |
| ISHARES INC | EWG | Other | 0.72% | 34,283 | -9,778 | -22.19% | $1,418,288 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.68% | 18,431 | -6,291 | -25.45% | $1,326,110 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.67% | 22,927 | -7,645 | -25.01% | $1,321,054 |
| SPDR SERIES TRUST | XBI | Other | 0.64% | 8,000 | - | - | $1,266,000 |
| ISHARES TR | IEUR | Other | 0.63% | 16,740 | -230 | -1.36% | $1,238,049 |
| PROSHARES TR | TQQQ | Other | 0.57% | 13,700 | - | - | $1,109,700 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.56% | 15,352 | - | - | $1,093,830 |
| ISHARES TR | IWS | Other | 0.55% | 6,522 | -777 | -10.65% | $1,073,521 |
| EXXON MOBIL CORP | XOM | Energy | 0.53% | 7,607 | -4,772 | -38.55% | $1,040,029 |
| WISDOMTREE TR | EPI | Other | 0.52% | 23,972 | - | - | $1,025,522 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.47% | 51,817 | - | - | $929,079 |
| AT&T INC | T | Communication Services | 0.45% | 42,819 | -8,064 | -15.85% | $886,353 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 1,567 | -538 | -25.56% | $882,487 |
| DIREXION SHARES ETF TRUST | GGLL | Other | 0.41% | 7,000 | - | - | $795,900 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.39% | 2,368 | -2,712 | -53.39% | $775,141 |
| VANGUARD INDEX FDS | VUG | Other | 0.37% | 8,430 | +7,025 | +500.00% | $726,160 |
| CORNING INC | GLW | Technology | 0.34% | 2,600 | - | - | $664,118 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.30% | 1,182 | +36 | +3.14% | $591,461 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.28% | 5,845 | -2,764 | -32.11% | $557,847 |
| ABBVIE INC | ABBV | Healthcare | 0.28% | 2,152 | -870 | -28.79% | $541,529 |
| ST JOE CO | JOE | Real Estate | 0.26% | 8,180 | - | - | $512,313 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.25% | 842 | +842 | +100.00% | $489,126 |
| SPDR SERIES TRUST | KRE | Other | 0.25% | 6,460 | -1,550 | -19.35% | $483,531 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.24% | 5,000 | - | - | $461,350 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.23% | 445 | -500 | -52.91% | $450,060 |
| DEERE & CO | DE | Industrials | 0.22% | 686 | - | - | $435,150 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.21% | 7,742 | -6,100 | -44.07% | $415,049 |
| ISHARES INC | EWN | Other | 0.21% | 5,872 | -350 | -5.63% | $413,036 |
| WISDOMTREE TR | DLS | Other | 0.21% | 4,921 | -1,300 | -20.90% | $412,331 |
| ISHARES INC | EWJ | Other | 0.20% | 4,140 | -267 | -6.06% | $386,138 |
| VANGUARD WORLD FD | VGT | Other | 0.18% | 3,016 | +2,639 | +700.00% | $360,472 |
| WATERS CORP | WAT | Healthcare | 0.18% | 950 | - | - | $356,288 |
| DIREXION SHARES ETF TRUST | YINN | Other | 0.15% | 14,000 | +14,000 | +100.00% | $300,580 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.15% | 1,210 | -800 | -39.80% | $297,926 |
| ISHARES INC | EWZ | Other | 0.15% | 8,369 | -5,740 | -40.68% | $288,731 |
| ISHARES TR | IAT | Other | 0.15% | 4,590 | -2,700 | -37.04% | $285,544 |
| EMERSON ELEC CO | EMR | Industrials | 0.15% | 1,990 | -1,735 | -46.58% | $284,869 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.14% | 2,761 | -600 | -17.85% | $282,147 |
| SPDR GOLD TR | GLD | Other | 0.14% | 890 | -35 | -3.78% | $279,969 |
| 3M CO | MMM | Industrials | 0.13% | 1,630 | -1,764 | -51.97% | $263,913 |
| ISHARES TR | INDY | Other | 0.13% | 6,005 | - | - | $260,917 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.13% | 1,200 | - | - | $254,340 |
| ISHARES GOLD TR | IAU | Other | 0.13% | 3,359 | -4,690 | -58.27% | $253,638 |
| NUCOR CORP | NUE | Basic Materials | 0.13% | 1,115 | +1,115 | +100.00% | $248,366 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.13% | 3,856 | -645 | -14.33% | $246,784 |
| DISNEY WALT CO | DIS | Communication Services | 0.12% | 2,540 | -849 | -25.05% | $244,441 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 203 | -3 | -1.46% | $243,693 |
| ISHARES INC | EWD | Other | 0.11% | 4,379 | -1,300 | -22.89% | $218,862 |
| VANGUARD WORLD FD | VIS | Other | 0.11% | 600 | - | - | $216,228 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 2,642 | -1,967 | -42.68% | $214,715 |
| ZILLOW GROUP INC | Z | Communication Services | 0.11% | 6,724 | -2,660 | -28.35% | $211,940 |
| ARK ETF TR | ARKK | Other | 0.11% | 2,582 | +2,582 | +100.00% | $208,677 |
| VANGUARD WORLD FD | VCR | Other | 0.11% | 521 | - | - | $206,634 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 1,532 | -2,012 | -56.77% | $196,923 |
| ISHARES INC | EWA | Other | 0.09% | 6,470 | -1,925 | -22.93% | $182,195 |
| ISHARES TR | IWF | Other | 0.09% | 1,448 | +1,086 | +300.00% | $179,798 |
| VANGUARD WORLD FD | VFH | Other | 0.08% | 1,217 | - | - | $160,157 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 378 | -2,076 | -84.60% | $159,001 |
| ISHARES TR | IYR | Other | 0.08% | 1,547 | -1,036 | -40.11% | $158,181 |
| CLOVER HEALTH INVESTMENTS CO | CLOV | Healthcare | 0.08% | 30,000 | - | - | $157,200 |
| WISDOMTREE TR | DWM | Other | 0.08% | 2,100 | -2,000 | -48.78% | $153,750 |
| KB HOME | KBH | Consumer Cyclical | 0.08% | 2,450 | -2,520 | -50.70% | $153,346 |