Viewpoint Capital Management LLC

Name: Viewpoint Capital Management LLC 13F holdings, Q2 2026
Creator: Viewpoint Capital Management LLC
Published: 2026-08-04

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Viewpoint Capital Management LLC reported 120 stock positions worth $196.3 million. Its top holding was Amazon.com (AMZN) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and Nvidia (NVDA, 5.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 21, added to 6 and reduced 74. The biggest buy was iShares Russell 2000 ETF (IWM, shares +4%) and the biggest sale Amazon.com (AMZN, shares −38%).

Most Recent 13F: Q2 2026
Location: SEATTLE, WA
CIK: 0001906223
Portfolio Value: $196.3M (Q2 2026)
SEC Filing: 0001398344-26-013442 ↗ filed Aug 4, 2026

Holdings Value

Holdings 120 stocks · $196.3M


AMZN Amazon.com Inc.	9.36%	77,093	$18.4M	Reduce -38.3%
VOO Vanguard S&P 500 ETF	6.85%	19,585	$13.5M	No change
NVDA Nvidia Corp.	5.17%	50,709	$10.1M	Reduce -15.1%
IWN iShares Russell 2000 Value E	4.87%	43,186	$9.6M	Reduce -10.5%
CAT Caterpillar Inc.	4.69%	8,650	$9.2M	Reduce -32.4%
BAC Bank of America Corp.	3.67%	126,494	$7.2M	Reduce -21.4%
C Citigroup Inc.	3.21%	45,081	$6.3M	Reduce -23.1%
XHB SS SPDR S&P Homebldrs ETF	3.11%	52,847	$6.1M	Reduce -15.9%
VSS Vanguard Ftse All Wo X-US SC	2.88%	36,706	$5.7M	Reduce -3.9%
GE General Electric filed as GE AEROSPACE	2.59%	13,581	$5.1M	Reduce -13.9%
IWM iShares Russell 2000 ETF	2.10%	13,706	$4.1M	Add +3.6%
GEV GE Vernova Inc.	2.08%	3,468	$4.1M	Reduce -13.4%
EUFN iShares MSCI Europe Financia	2.06%	103,632	$4.0M	Reduce -10.4%
MSFT Microsoft Corp.	1.82%	9,598	$3.6M	Reduce -29.3%
IJR iShares Core S&P Small-Cap E	1.81%	23,899	$3.5M	Reduce -15.5%
GOOG Alphabet Inc. Class C	1.80%	10,008	$3.5M	Reduce -3.9%
VB Vanguard Most SM-Cap ETF-Usd	1.61%	10,453	$3.2M	No change
PRCH Porch Group Inc.	1.53%	199,200	$3.0M	Reduce -0.6%
JNJ Johnson & Johnson	1.50%	11,559	$2.9M	Reduce -15.9%
QQQ Invesco QQQ Trust Series 1	1.48%	3,935	$2.9M	Reduce -1.8%
ISCV iShares Morningstar Small-Ca	1.39%	34,744	$2.7M	Reduce -23.5%
EFA iShares MSCI Eafe ETF	1.35%	25,593	$2.7M	Add +0.7%
EEM iShares MSCI Emerging Market	1.32%	37,739	$2.6M	Reduce -10.3%
COST Costco Wholesale Corp.	1.29%	2,710	$2.5M	No change
IBB iShares Biotechnology ETF	1.29%	13,280	$2.5M	Reduce -8.3%
AAPL Apple Inc.	1.25%	8,449	$2.4M	Reduce -30.2%
PG The Procter & Gamble Co.	1.19%	15,997	$2.3M	Reduce -15.4%
KWEB Kranesh Csi China Internet	1.16%	93,075	$2.3M	Reduce -20.9%
TNA Dir Dai SML Ca Bul 3X Et-Usd	1.06%	27,800	$2.1M	No change
HD Home Depot Inc.	1.05%	5,867	$2.1M	Reduce -8.5%
FXI iShares China Large-Cap ETF	1.04%	64,828	$2.0M	Reduce -11.1%
GOOGL Alphabet Inc. Class A	0.92%	5,054	$1.8M	Add +0.6%
PEP Pepsico Inc.	0.92%	13,284	$1.8M	Reduce -13.5%
MS Morgan Stanley	0.86%	8,094	$1.7M	Reduce -31.9%
VWO Vanguard Ftse Emerging Marke	0.81%	26,741	$1.6M	No change
DVY iShares Select Dividend ETF	0.79%	9,906	$1.5M	Reduce -7.0%
AIG American International Group	0.77%	20,299	$1.5M	Reduce -45.8%
IEMG iShares Core MSCI Emerging	0.75%	17,849	$1.5M	Add +2.3%
EWG iShares MSCI Germany ETF	0.72%	34,283	$1.4M	Reduce -22.2%
MO Altria Group Inc.	0.68%	18,431	$1.3M	Reduce -25.4%
BMY Bristol-Myers Squibb Co.	0.67%	22,927	$1.3M	Reduce -25.0%
XBI SS SPDR S&P Biotech ETF	0.64%	8,000	$1.3M	No change
IEUR iShares Core MSCI Europe ETF	0.63%	16,740	$1.2M	Reduce -1.4%
TQQQ Proshares Ultrapro QQQ	0.57%	13,700	$1.1M	No change
VEA Vanguard Ftse Developed ETF	0.56%	15,352	$1.1M	No change
IWS iShares Russell Mid-Cap Valu	0.55%	6,522	$1.1M	Reduce -10.7%
XOM Exxon Mobil Corp.	0.53%	7,607	$1.0M	Reduce -38.5%
EPI Wisdomtree India Earnings	0.52%	23,972	$1.0M	No change
SOFI Sofi Technologies Inc.	0.47%	51,817	$929K	No change
T AT&T Inc.	0.45%	42,819	$886K	Reduce -15.8%
META Meta Platforms Inc. Class A	0.45%	1,567	$882K	Reduce -25.6%
GGLL Direxion Daily Googl Bull 2X	0.41%	7,000	$796K	No change
JPM JPMorgan Chase & Co.	0.39%	2,368	$775K	Reduce -53.4%
VUG Vanguard Mrngstar GR ETF-Sui	0.37%	8,430	$726K	No change
GLW Corning Inc.	0.34%	2,600	$664K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.30%	1,182	$591K	Add +3.1%
CLX Clorox Company	0.28%	5,845	$558K	Reduce -32.1%
ABBV Abbvie Inc.	0.28%	2,152	$542K	Reduce -28.8%
JOE The St Joe Co.	0.26%	8,180	$512K	No change
AMD Advanced Micro Devices	0.25%	842	$489K	New
KRE SS SPDR S&P Regional Bank	0.25%	6,460	$484K	Reduce -19.4%
SCHW Schwab (charles) Corp.	0.23%	5,000	$461K	No change
GS Goldman Sachs Group Inc.	0.23%	445	$450K	Reduce -52.9%
DE Deere & Co.	0.22%	686	$435K	No change
XLF SS Financial Select Sector	0.21%	7,742	$415K	Reduce -44.1%
EWN iShares MSCI Netherlands ETF	0.21%	5,872	$413K	Reduce -5.6%
DLS Wisdomtree Intl S/C DVD Fund	0.21%	4,921	$412K	Reduce -20.9%
EWJ iShares MSCI Japan ETF	0.20%	4,140	$386K	Reduce -6.1%
VGT Vanguard Info Tech ETF	0.18%	3,016	$360K	No change
WAT Waters Corp.	0.18%	950	$356K	No change
YINN Direxion DLY Ftse CH BL3X-Ui	0.15%	14,000	$301K	New
PNC PNC Financial Services Group	0.15%	1,210	$298K	Reduce -39.8%
EWZ iShares MSCI Brazil ETF	0.15%	8,369	$289K	Reduce -40.7%
IAT iShares US Regional Banks Et	0.15%	4,590	$286K	Reduce -37.0%
EMR Emerson Electric Co.	0.15%	1,990	$285K	Reduce -46.6%
SBUX Starbucks Corp.	0.14%	2,761	$282K	Reduce -17.9%
GLD SPDR Gold Shares	0.14%	890	$280K	Reduce -3.8%
MMM 3M Co.	0.13%	1,630	$264K	Reduce -52.0%
INDY iShares India 50 ETF	0.13%	6,005	$261K	No change
DGX Quest Diagnostics Inc.	0.13%	1,200	$254K	No change
IAU iShares Gold Trust	0.13%	3,359	$254K	Reduce -58.3%
NUE Nucor Corp.	0.13%	1,115	$248K	New
GEHC GE Healthcare Technology	0.13%	3,856	$247K	Reduce -14.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.12%	2,540	$244K	Reduce -25.1%
LLY Eli Lilly & Co.	0.12%	203	$244K	New
EWD iShares MSCI Sweden ETF	0.11%	4,379	$219K	Reduce -22.9%
VIS Vanguard Industrials ETF	0.11%	600	$216K	No change
KO The Coca-Cola Co.	0.11%	2,642	$215K	Reduce -42.7%
Z Zillow Group Inc. Class C	0.11%	6,724	$212K	Reduce -28.4%
ARKK ARK Innovation ETF	0.11%	2,582	$209K	New
VCR Vanguard Consumer Discre ETF	0.11%	521	$207K	No change
MRK Merck & Co. Inc.	0.10%	1,532	$197K	Reduce -56.8%
EWA iShares MSCI Australia ETF	0.09%	6,470	$182K	Reduce -22.9%
IWF iShares Russell 1000 Growth	0.09%	1,448	$180K	No change
VFH Vanguard Financials ETF	0.08%	1,217	$160K	No change
TSLA Tesla Inc.	0.08%	378	$159K	Reduce -84.6%
IYR iShares US Real Estate ETF	0.08%	1,547	$158K	Reduce -40.1%
CLOV Clover Health Investments Co.	0.08%	30,000	$157K	No change
DWM Wisdomtree International Equ	0.08%	2,100	$154K	Reduce -48.8%
KBH KB Home	0.08%	2,450	$153K	Reduce -50.7%

Show all 120 holdings

Portfolio Sells Q1 2026 → Q2 2026


AMZN Amazon.com Inc.	Reduce -38.3%	9.36%	−2.81
ORCL Oracle Corp.	Reduce -96.8%	0.04%	−1.04
SPY SS SPDR S&P 500 ETF Trust-US	Sold out	0.00%	−0.67
AIG American International Group	Reduce -45.8%	0.77%	−0.55
MSFT Microsoft Corp.	Reduce -29.3%	1.82%	−0.52
XOM Exxon Mobil Corp.	Reduce -38.5%	0.53%	−0.45
KWEB Kranesh Csi China Internet	Reduce -20.9%	1.16%	−0.40
IWP iShares Russell Mid-Cap Grow	Sold out	0.00%	−0.36
TSLA Tesla Inc.	Reduce -84.6%	0.08%	−0.35
JPM JPMorgan Chase & Co.	Reduce -53.4%	0.39%	−0.30
T AT&T Inc.	Reduce -15.8%	0.45%	−0.24
IAU iShares Gold Trust	Reduce -58.3%	0.13%	−0.20
PEP Pepsico Inc.	Reduce -13.5%	0.92%	−0.20
BMY Bristol-Myers Squibb Co.	Reduce -25.0%	0.67%	−0.19
AAPL Apple Inc.	Reduce -30.2%	1.25%	−0.19
FXI iShares China Large-Cap ETF	Reduce -11.1%	1.04%	−0.18
ISRG Intuitive Surgical Inc.	Sold out	0.00%	−0.15
GS Goldman Sachs Group Inc.	Reduce -52.9%	0.23%	−0.14
CLX Clorox Company	Reduce -32.1%	0.28%	−0.13
XLE SS Energy Select Sector	Reduce -74.5%	0.04%	−0.13
UBER Uber Technologies Inc.	Sold out	0.00%	−0.13
META Meta Platforms Inc. Class A	Reduce -25.6%	0.45%	−0.11
XLF SS Financial Select Sector	Reduce -44.1%	0.21%	−0.11
EWZ iShares MSCI Brazil ETF	Reduce -40.7%	0.15%	−0.11
NFLX Netflix Inc.	Sold out	0.00%	−0.10
VZ Verizon Communications Inc.	Sold out	0.00%	−0.10
MRK Merck & Co. Inc.	Reduce -56.8%	0.10%	−0.10
MMM 3M Co.	Reduce -52.0%	0.13%	−0.10
EWG iShares MSCI Germany ETF	Reduce -22.2%	0.72%	−0.09
ISCV iShares Morningstar Small-Ca	Reduce -23.5%	1.39%	−0.09
MO Altria Group Inc.	Reduce -25.4%	0.68%	−0.09
EMR Emerson Electric Co.	Reduce -46.6%	0.15%	−0.08
PG The Procter & Gamble Co.	Reduce -15.4%	1.19%	−0.08
TIP iShares Tips Bond ETF	Sold out	0.00%	−0.08
JNJ Johnson & Johnson	Reduce -15.9%	1.50%	−0.07
Z Zillow Group Inc. Class C	Reduce -28.4%	0.11%	−0.07
THEMES ETF TR	Sold out	0.00%	−0.06
GIS General Mills Inc.	Reduce -51.7%	0.06%	−0.06
DWM Wisdomtree International Equ	Reduce -48.8%	0.08%	−0.06
KO The Coca-Cola Co.	Reduce -42.7%	0.11%	−0.05
MS Morgan Stanley	Reduce -31.9%	0.86%	−0.05
PNC PNC Financial Services Group	Reduce -39.8%	0.15%	−0.04
GLD SPDR Gold Shares	Reduce -3.8%	0.14%	−0.04
KBH KB Home	Reduce -50.7%	0.08%	−0.04
IAT iShares US Regional Banks Et	Reduce -37.0%	0.15%	−0.04
EWC iShares MSCI Canada ETF	Reduce -61.7%	0.03%	−0.03
IYR iShares US Real Estate ETF	Reduce -40.1%	0.08%	−0.03
TLT iShares 20+ Year Treasury BD	Reduce -64.3%	0.02%	−0.03
ABBV Abbvie Inc.	Reduce -28.8%	0.28%	−0.03
DIS The Walt Disney Co.	Reduce -25.1%	0.12%	−0.03

Portfolio Buys Q1 2026 → Q2 2026


IWM iShares Russell 2000 ETF	Add +3.6%	2.10%	+0.56
AMD Advanced Micro Devices	New	0.25%	+0.25
GOOGL Alphabet Inc. Class A	Add +0.6%	0.92%	+0.24
EFA iShares MSCI Eafe ETF	Add +0.7%	1.35%	+0.20
IEMG iShares Core MSCI Emerging	Add +2.3%	0.75%	+0.18
YINN Direxion DLY Ftse CH BL3X-Ui	New	0.15%	+0.15
NUE Nucor Corp.	New	0.13%	+0.13
LLY Eli Lilly & Co.	New	0.12%	+0.12
ARKK ARK Innovation ETF	New	0.11%	+0.11
BMNG Leverage Shares 2X BMNR	New	0.06%	+0.06
BRK.B Berkshire Hathaway Inc. Class B	Add +3.1%	0.30%	+0.04
IGIB iShares 5-10Y Inv Grade Corp.	Add +604.2%	0.03%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	120	$196.3M	AMZN, VOO, NVDA, IWN, CAT
Q1 2026	135	$214.0M	AMZN, VOO, NVDA, IWN, CAT
Q4 2025	134	$230.9M	AMZN, VOO, NVDA, BAC, IWN
Q3 2025	150	$227.2M	AMZN, VOO, NVDA, BAC, TSLA
Q2 2025	136	$203.8M	AMZN, VOO, NVDA, BAC, IWN
Q1 2025	140	$185.8M	AMZN, VOO, NVDA, BAC, IWN
Q4 2024	136	$190.4M	AMZN, VOO, NVDA, TSLA, BAC
Q3 2024	140	$178.9M	AMZN, VOO, NVDA, XHB, IWN
Q2 2024	139	$163.4M	AMZN, VOO, NVDA, BAC, MSFT
Q1 2024	134	$157.3M	AMZN, VOO, CAT, NVDA, BAC