Viewpoint Capital Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Viewpoint Capital Management LLC held in its portfolio 131 assets valued at $230,858,244 (i.e. $230.86M).
The most valuable assets in the portfolio included: AMAZON COM INC ($28.80M), VANGUARD INDEX FDS ($12.28M), and NVIDIA CORPORATION ($11.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 131 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Viewpoint Capital Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMAZON COM INC | 124763 | 28797717 | COM |
| VANGUARD INDEX FDS | 19585 | 12282341 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 60009 | 11191691 | COM |
| BANK AMERICA CORP | 165284 | 9090620 | COM |
| ISHARES TR | 47566 | 8619368 | RUS 2000 VAL ETF |
| TESLA INC | 18648 | 8386491 | COM |
| SPDR SERIES TRUST | 77494 | 7851277 | STATE STREET SPD |
| CATERPILLAR INC | 12806 | 7336173 | COM |
| CITIGROUP INC | 60890 | 7105254 | COM NEW |
| MICROSOFT CORP | 13682 | 6616923 | COM |
| VANGUARD INTL EQUITY INDEX F | 39057 | 5598040 | FTSE SMCAP ETF |
| GE AEROSPACE | 15771 | 4857860 | COM NEW |
| ISHARES TR | 127054 | 4712439 | MSCI EURO FL ETF |
| KRANESHARES TRUST | 112590 | 3833689 | CSI CHI INTERNET |
| APPLE INC | 13110 | 3564164 | COM |
| AMERICAN INTL GROUP INC | 40794 | 3489927 | COM NEW |
| ISHARES TR | 28269 | 3397368 | CORE S&P SCP ETF |
| ORACLE CORP | 16714 | 3257726 | COM |
| ISHARES TR | 45394 | 3109489 | MRNING SM CP ETF |
| JOHNSON & JOHNSON | 14397 | 2979476 | COM |
| ALPHABET INC | 9392 | 2947100 | CAP STK CL C |
| ISHARES TR | 11772 | 2897796 | RUSSELL 2000 ETF |
| ISHARES TR | 75123 | 2876460 | CHINA LG-CAP ETF |
| PROCTER AND GAMBLE CO | 19745 | 2829712 | COM |
| VANGUARD INDEX FDS | 10453 | 2696351 | SMALL CP ETF |
| GE VERNOVA INC | 4008 | 2619565 | COM |
| ISHARES TR | 13836 | 2335102 | ISHARES BIOTECH |
| COSTCO WHSL CORP NEW | 2685 | 2315383 | COM |
| INVESCO QQQ TR | 3765 | 2312898 | UNIT SER 1 |
| ISHARES TR | 24038 | 2308369 | MSCI EAFE ETF |
| PEPSICO INC | 16065 | 2305700 | COM |
| HOME DEPOT INC | 6560 | 2257296 | COM |
| ISHARES TR | 40046 | 2190917 | MSCI EMG MKT ETF |
| MORGAN STANLEY | 11894 | 2111542 | COM NEW |
| JPMORGAN CHASE & CO. | 6480 | 2088042 | COM |
| PORCH GROUP INC | 208500 | 1903605 | COM |
| ISHARES INC | 43191 | 1835618 | MSCI GERMANY ETF |
| BRISTOL-MYERS SQUIBB CO | 31771 | 1713716 | COM |
| SOFI TECHNOLOGIES INC | 60817 | 1592189 | COM |
| ALPHABET INC | 4953 | 1550235 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 2197 | 1498178 | TR UNIT |
| EXXON MOBIL CORP | 12379 | 1489689 | COM |
| ISHARES TR | 10419 | 1470480 | SELECT DIVID ETF |
| VANGUARD INTL EQUITY INDEX F | 26735 | 1437274 | FTSE EMR MKT ETF |
| ALTRIA GROUP INC | 23572 | 1359174 | COM |
| META PLATFORMS INC | 2040 | 1346814 | CL A |
| AT&T INC | 48275 | 1199159 | COM |
| ISHARES TR | 16570 | 1176139 | CORE MSCI EURO |
| DIREXION SHS ETF TR | 25800 | 1174932 | DLY SMCAP BULL3X |
| WISDOMTREE TR | 23972 | 1109664 | INDIA ERNGS FD |
| ISHARES INC | 15786 | 1061135 | CORE MSCI EMKT |
| ISHARES TR | 7299 | 1029524 | RUS MDCP VAL ETF |
| CLOROX CO DEL | 9698 | 977867 | COM |
| VANGUARD TAX-MANAGED FDS | 15346 | 958665 | VAN FTSE DEV MKT |
| GOLDMAN SACHS GROUP INC | 1070 | 940530 | COM |
| ISHARES TR | 6000 | 821640 | RUS MD CP GR ETF |
| SELECT SECTOR SPDR TR | 14242 | 780034 | STATE STREET FIN |
| PROSHARES TR | 14200 | 748624 | ULTRAPRO QQQ |
| ZILLOW GROUP INC | 10284 | 701574 | CL C CAP STK |
| ABBVIE INC | 3057 | 698494 | COM |
| VANGUARD INDEX FDS | 1406 | 685931 | GROWTH ETF |
| DIREXION SHS ETF TR | 7000 | 678160 | DAILY GOOGL 2X S |
| ISHARES GOLD TR | 8244 | 669165 | ISHARES NEW |
| 3M CO | 4144 | 663454 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1146 | 576037 | CL B NEW |
| WISDOMTREE TR | 6221 | 503963 | INTL SMCAP DIV |
| SCHWAB CHARLES CORP | 5000 | 499550 | COM |
| ST JOE CO | 8384 | 497758 | COM |
| EMERSON ELEC CO | 3725 | 494382 | COM |
| DISNEY WALT CO | 4062 | 462134 | COM |
| ISHARES INC | 14175 | 450340 | MSCI BRAZIL ETF |
| GENERAL MLS INC | 9364 | 435426 | COM |
| PNC FINL SVCS GROUP INC | 2010 | 419547 | COM |
| PALANTIR TECHNOLOGIES INC | 2264 | 402426 | CL A |
| ISHARES TR | 7290 | 402044 | US REGNL BKS ETF |
| COCA COLA CO | 5609 | 392101 | COM |
| INTUITIVE SURGICAL INC | 675 | 382293 | COM NEW |
| GE HEALTHCARE TECHNOLOGIES I | 4638 | 380409 | COMMON STOCK |
| MERCK & CO INC | 3543 | 372888 | COM |
| SPDR GOLD TR | 900 | 356679 | GOLD SHS |
| ISHARES INC | 4407 | 355821 | MSCI JAPAN ETF |
| ISHARES INC | 6222 | 354841 | MSCI NETHERL ETF |
| DEERE & CO | 686 | 319381 | COM |
| WATERS CORP | 815 | 309561 | COM |
| UBER TECHNOLOGIES INC | 3729 | 304697 | COM |
| ISHARES TR | 6005 | 295986 | INDIA 50 ETF |
| VANGUARD WORLD FD | 377 | 284175 | INF TECH ETF |
| STARBUCKS CORP | 3366 | 283451 | COM |
| WISDOMTREE TR | 4100 | 281916 | INTL EQUITY FD |
| KB HOME | 4970 | 280358 | COM |
| ISHARES INC | 5679 | 279577 | MSCI SWEDEN ETF |
| SELECT SECTOR SPDR TR | 5840 | 261106 | STATE STREET ENE |
| ISHARES TR | 2583 | 242518 | U.S. REAL ES ETF |
| INTERNATIONAL BUSINESS MACHS | 810 | 239930 | COM |
| ISHARES TR | 5000 | 229900 | ESG AWARE MSCI |
| CORNING INC | 2600 | 227656 | COM |
| ISHARES INC | 8495 | 222484 | MSCI AUST ETF |
| ELI LILLY & CO | 206 | 221384 | COM |
| QUEST DIAGNOSTICS INC | 1200 | 208236 | COM |
| VANGUARD WORLD FD | 521 | 205232 | CONSUM DIS ETF |
| ISHARES TR | 1850 | 203334 | TIPS BD ETF |
| VANGUARD WORLD FD | 600 | 179028 | INDUSTRIAL ETF |
| ISHARES TR | 362 | 171335 | RUS 1000 GRW ETF |
| VANGUARD WORLD FD | 1217 | 162457 | FINANCIALS ETF |
| NIO INC | 30000 | 153000 | SPON ADS |
| ISHARES INC | 2470 | 133207 | MSCI CDA ETF |
| ISHARES INC | 6241 | 132621 | MSCI HONG KG ETF |
| WISDOMTREE TR | 2550 | 131580 | US MIDCAP DIVID |
| SANA BIOTECHNOLOGY INC | 23545 | 95828 | COM |
| WISDOMTREE TR | 2856 | 95533 | US SMALLCAP DIVD |
| THEMES ETF TR | 30000 | 95400 | LEVERAGE SHS 2X |
| VANGUARD INDEX FDS | 213 | 71479 | TOTAL STK MKT |
| CLOVER HEALTH INVESTMENTS CO | 30000 | 70500 | COM CL A |
| SELECT SECTOR SPDR TR | 1303 | 52576 | STATE STREET REA |
| AMBEV SA | 16300 | 40261 | SPONSORED ADR |
| ISHARES INC | 540 | 37152 | MSCI STH AFR ETF |
| ISHARES TR | 235 | 34820 | US INDUSTRIALS |
| WISDOMTREE TR | 580 | 27092 | EMER MKT HIGH FD |
| VANGUARD INDEX FDS | 100 | 19099 | VALUE ETF |
| ISHARES TR | 180 | 18457 | CORE S&P US VLU |
| ISHARES INC | 160 | 17605 | MSCI ISRAEL ETF |
| ISHARES TR | 100 | 10711 | NATIONAL MUN ETF |
| ISHARES TR | 142 | 7651 | ISHS 5-10YR INVT |
| SELECT SECTOR SPDR TR | 120 | 5442 | STATE STREET MAT |
| ISHARES TR | 50 | 5335 | SHRT NAT MUN ETF |
| VANGUARD INTL EQUITY INDEX F | 50 | 4181 | FTSE EUROPE ETF |
| VANGUARD INDEX FDS | 9 | 2612 | MID CAP ETF |
| ISHARES TR | 20 | 1302 | US HLTHCARE ETF |
| ISHARES TR | 2 | 399 | U.S. TECH ETF |
| ISHARES INC | 1 | 97 | MSCI STH KOR ETF |
| ISHARES TR | 2 | 34 | GL CLEAN ENE ETF |
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