Viewpoint Capital Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Viewpoint Capital Management LLC reported 134 stock positions worth $157.3 million. Its top holding was Amazon.com (AMZN) at 10.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.4%) and Caterpillar (CAT, 5.3%). Compared with Q4 2023, it opened 3 new positions, added to 26 and reduced 35. The biggest buy was Caterpillar (CAT, shares +99%) and the biggest sale Amazon.com (AMZN, shares −30%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$157.3M (Q1 2024)
SEC Filing
0001398344-24-007243 ↗ filed Apr 16, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $157.3M $157.3M Q1 2024 Q2 2024: $163.4M Q2 2024 Q3 2024: $178.9M Q3 2024 Q4 2024: $190.4M Q4 2024 Q1 2025: $185.8M Q1 2025 Q2 2025: $203.8M Q2 2025 Q3 2025: $227.2M Q3 2025 Q4 2025: $230.9M Q4 2025 Q1 2026: $214.0M Q1 2026 Q2 2026: $196.3M Q2 2026

Holdings 134 stocks · $157.3M
AMZN Amazon.com Inc. 10.75% 93,723 $16.9M Reduce -30.3%
VOO Vanguard S&P 500 ETF 5.45% 17,832 $8.6M Reduce -1.2%
CAT Caterpillar Inc. 5.33% 25,333 $8.4M Add +98.7%
NVDA Nvidia Corp. 4.06% 7,067 $6.4M Add +1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.84% 159,109 $6.0M Reduce -0.8%
MSFT Microsoft Corp. 3.59% 13,442 $5.7M Add +0.4%
XHB SS SPDR S&P Homebldrs ETF 3.52% 49,577 $5.5M Reduce -0.2%
IWN iShares Russell 2000 Value E 3.43% 34,023 $5.4M Add +2.5%
C Citigroup Inc. 2.49% 61,970 $3.9M Reduce -0.2%
AIG American International Group 2.13% 42,820 $3.3M Reduce -0.2%
TSLA Tesla Inc. 2.06% 18,474 $3.2M No change
PG The Procter & Gamble Co. 1.98% 19,209 $3.1M Reduce -2.1%
VSS Vanguard Ftse All Wo X-US SC 1.98% 26,626 $3.1M Add +6.3%
IJR iShares Core S&P Small-Cap E 1.97% 28,112 $3.1M No change
EUFN iShares MSCI Europe Financia 1.86% 128,919 $2.9M Reduce -1.9%
GE General Electric 1.81% 16,212 $2.8M Add +0.0%
ISCV iShares Morningstar Small-Ca 1.79% 46,128 $2.8M Add +0.1%
PEP Pepsico Inc. 1.69% 15,181 $2.7M Reduce -3.3%
HD Home Depot Inc. 1.67% 6,850 $2.6M No change
AAPL Apple Inc. 1.61% 14,731 $2.5M Reduce -7.1%
VB Vanguard Most SM-Cap ETF-Usd 1.49% 10,280 $2.3M No change
VWO Vanguard Ftse Emerging Marke 1.40% 53,210 $2.2M Add +100.0%
ORCL Oracle Corp. 1.33% 16,710 $2.1M No change
JNJ Johnson & Johnson 1.31% 12,996 $2.1M Reduce -2.5%
COST Costco Wholesale Corp. 1.13% 2,433 $1.8M No change
KWEB Kranesh Csi China Internet 1.04% 62,209 $1.6M Add +34.5%
EEM iShares MSCI Emerging Market 1.04% 39,671 $1.6M Add +0.1%
XOM Exxon Mobil Corp. 1.00% 13,476 $1.6M Add +4.1%
BMY Bristol-Myers Squibb Co. 0.98% 28,346 $1.5M Reduce -7.8%
FXI iShares China Large-Cap ETF 0.90% 58,558 $1.4M Reduce -3.1%
JPM JPMorgan Chase & Co. 0.87% 6,804 $1.4M Add +4.8%
EWG iShares MSCI Germany ETF 0.76% 37,446 $1.2M Reduce -1.3%
CLX Clorox Company 0.73% 7,513 $1.2M Reduce -2.0%
MS Morgan Stanley 0.73% 12,215 $1.2M No change
IWS iShares Russell Mid-Cap Valu 0.71% 8,879 $1.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.69% 2,063 $1.1M No change
DVY iShares Select Dividend ETF 0.68% 8,643 $1.1M Reduce -5.9%
META Meta Platforms Inc. Class A 0.67% 2,155 $1.0M Reduce -0.7%
EPI Wisdomtree India Earnings 0.66% 23,972 $1.0M No change
EFA iShares MSCI Eafe ETF 0.64% 12,540 $1.0M Add +1.9%
QQQ Invesco QQQ Trust Series 1 0.59% 2,075 $921K Reduce -17.4%
GOOG Alphabet Inc. Class C 0.57% 5,859 $892K Add +1.7%
IEUR iShares Core MSCI Europe ETF 0.55% 15,050 $871K Add +0.7%
MO Altria Group Inc. 0.55% 19,677 $858K Reduce -1.6%
Z Zillow Group Inc. Class C 0.53% 17,102 $834K Reduce -0.5%
GOOGL Alphabet Inc. Class A 0.52% 5,463 $824K Add +12.6%
PRCH Porch Group Inc. 0.49% 180,000 $776K Reduce -5.3%
VEA Vanguard Ftse Developed ETF 0.48% 14,946 $750K No change
IWM iShares Russell 2000 ETF 0.46% 3,472 $730K Add +22.4%
IWP iShares Russell Mid-Cap Grow 0.44% 6,000 $685K No change
XLF SS Financial Select Sector 0.39% 14,542 $613K Reduce -4.0%
GIS General Mills Inc. 0.37% 8,314 $582K Reduce -7.3%
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.36% 13,200 $567K No change
T AT&T Inc. 0.36% 32,124 $565K Reduce -17.3%
ABBV Abbvie Inc. 0.35% 3,057 $557K Reduce -3.2%
GS Goldman Sachs Group Inc. 0.34% 1,290 $539K Add +0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.33% 4,229 $517K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 1,403 $483K No change
GEHC GE Healthcare Technology 0.31% 5,283 $480K Reduce -0.4%
EWZ iShares MSCI Brazil ETF 0.30% 14,325 $464K Reduce -1.7%
MRK Merck & Co. Inc. 0.29% 3,517 $464K No change
BRK.B Berkshire Hathaway Inc. Class B 0.29% 1,096 $461K Add +0.6%
MMM 3M Co. 0.29% 4,264 $452K Reduce -5.5%
IAU iShares Gold Trust 0.28% 10,639 $447K No change
EMR Emerson Electric Co. 0.28% 3,935 $446K No change
KRE SS SPDR S&P Regional Bank 0.28% 8,810 $443K No change
TQQQ Proshares Ultrapro QQQ 0.28% 7,100 $437K No change
YINN Direxion DLY Ftse CH BL3X-Ui 0.27% 21,560 $424K Add +218.0%
DLS Wisdomtree Intl S/C DVD Fund 0.27% 6,471 $422K No change
KBH KB Home 0.26% 5,670 $402K No change
SBUX Starbucks Corp. 0.25% 4,342 $397K No change
EWJ iShares MSCI Japan ETF 0.24% 5,327 $380K No change
JOE The St Joe Co. 0.24% 6,384 $370K Add +27.7%
SCHW Schwab (charles) Corp. 0.23% 5,000 $362K No change
FAS Dirx DLY Finacial B3X ETF-Ui 0.23% 3,200 $359K No change
IAT iShares US Regional Banks Et 0.22% 7,992 $347K No change
KO The Coca-Cola Co. 0.22% 5,590 $342K Reduce -3.7%
PNC PNC Financial Services Group 0.21% 2,010 $325K No change
IYR iShares US Real Estate ETF 0.20% 3,461 $311K No change
EWN iShares MSCI Netherlands ETF 0.20% 6,222 $308K Reduce -5.6%
INDY iShares India 50 ETF 0.19% 6,005 $303K No change
XLE SS Energy Select Sector 0.19% 3,120 $295K No change
DE Deere & Co. 0.18% 706 $290K No change
UBER Uber Technologies Inc. 0.18% 3,729 $287K No change
WAT Waters Corp. 0.18% 815 $281K No change
GPC Genuine Parts Co. 0.17% 1,740 $270K No change
ISRG Intuitive Surgical Inc. 0.17% 675 $269K No change
BABA Alibaba Group Holding-SP ADR 0.17% 3,674 $266K Add +40.0%
NUE Nucor Corp. 0.17% 1,319 $261K No change
BDX Becton Dickinson and Co. 0.16% 1,000 $247K No change
KMB Kimberly-Clark Corp. 0.16% 1,890 $244K No change
GGLL Direxion Daily Googl Bull 2X 0.15% 7,000 $242K No change
SANA Sana Biotechnology Inc. 0.15% 23,545 $235K No change
GLD SPDR Gold Shares 0.15% 1,160 $231K New
EWD iShares MSCI Sweden ETF 0.14% 5,679 $227K Reduce -5.2%
DWM Wisdomtree International Equ 0.14% 4,100 $225K No change
NFLX Netflix Inc. 0.13% 380 $208K New
EWA iShares MSCI Australia ETF 0.13% 8,390 $206K Add +100.0%
VZ Verizon Communications Inc. 0.13% 4,804 $202K Reduce -9.5%
ESML iShares ESG Aware MSCI USA S 0.13% 5,000 $201K New
BHC Bausch Health Cos Inc. 0.13% 18,900 $201K No change
TIP iShares Tips Bond ETF 0.13% 1,850 $199K No change
VGT Vanguard Info Tech ETF 0.13% 377 $198K No change
VCR Vanguard Consumer Discre ETF 0.11% 521 $166K No change
DPST Dirx DLY RGNL BNK B3X ETF-Ui 0.10% 2,050 $163K Add +5.1%
VIS Vanguard Industrials ETF 0.09% 600 $146K No change
VFH Vanguard Financials ETF 0.08% 1,217 $125K No change
DON Wisdomtree US Midcap Dividen 0.08% 2,550 $124K No change
IBB iShares Biotechnology ETF 0.07% 780 $107K No change
ADMA Adma Biologics Inc. 0.06% 15,416 $102K Add +18.6%
EWH iShares MSCI Hong Kong ETF 0.06% 6,241 $97K No change
XBI SS SPDR S&P Biotech ETF 0.06% 1,000 $95K Reduce -50.0%
EWC iShares MSCI Canada ETF 0.06% 2,470 $95K Reduce -10.8%
DES Wisdomtree US Smallcap Divid 0.06% 2,856 $93K No change
DEM Wisdomtree Emerging Markets 0.06% 2,080 $87K No change
IEMG iShares Core MSCI Emerging 0.04% 1,240 $64K Add +29.2%
XLRE SS Real Estate Select Sector 0.03% 1,369 $54K No change
ABEV Ambev SA-ADR 0.03% 16,300 $40K No change
IYJ iShares U.S. Industrials ETF 0.02% 235 $30K Reduce -27.7%
ICLN iShares Global Clean Energy 0.02% 1,709 $24K No change
EZA iShares MSCI South Africa Et 0.01% 540 $21K No change
IUSV iShares Core S&P U.S. Value 0.01% 180 $16K No change
IJS iShares S&P Small-Cap 600 Va 0.01% 150 $15K No change
KBE SS SPDR S&P Bank ETF 0.01% 275 $13K No change
CLOV Clover Health Investments Co. 0.01% 15,500 $12K No change
MUB iShares National Muni Bond E 0.01% 100 $11K No change
EIS iShares MSCI Israel ETF 0.01% 160 $10K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 142 $7K No change
XLB SS Materials Select Sector 0.00% 60 $6K No change
SUB iShares Short-Term National 0.00% 50 $5K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 9 $2K No change
IYH iShares U.S. Healthcare ETF 0.00% 20 $1K No change
VTI VG Morningstar TS MKT ETF-US 0.00% 3 $780 No change
EWY iShares MSCI South Korea ETF 0.00% 1 $67 No change

Portfolio Sells Q4 2023 → Q1 2024
AMZN Amazon.com Inc. Reduce -30.3% 10.75% −3.55
AAPL Apple Inc. Reduce -7.1% 1.61% −0.53
PEP Pepsico Inc. Reduce -3.3% 1.69% −0.18
Z Zillow Group Inc. Class C Reduce -0.5% 0.53% −0.16
JNJ Johnson & Johnson Reduce -2.5% 1.31% −0.15
QQQ Invesco QQQ Trust Series 1 Reduce -17.4% 0.59% −0.13
BMY Bristol-Myers Squibb Co. Reduce -7.8% 0.98% −0.13
FXI iShares China Large-Cap ETF Reduce -3.1% 0.90% −0.12
T AT&T Inc. Reduce -17.3% 0.36% −0.10
DVY iShares Select Dividend ETF Reduce -5.9% 0.68% −0.08
VOO Vanguard S&P 500 ETF Reduce -1.2% 5.45% −0.06
XBI SS SPDR S&P Biotech ETF Reduce -50.0% 0.06% −0.06
EUFN iShares MSCI Europe Financia Reduce -1.9% 1.86% −0.06
EWZ iShares MSCI Brazil ETF Reduce -1.7% 0.30% −0.06
MMM 3M Co. Reduce -5.5% 0.29% −0.06
GIS General Mills Inc. Reduce -7.3% 0.37% −0.04
CLX Clorox Company Reduce -2.0% 0.73% −0.03
EWG iShares MSCI Germany ETF Reduce -1.3% 0.76% −0.03
PG The Procter & Gamble Co. Reduce -2.1% 1.98% −0.03
KO The Coca-Cola Co. Reduce -3.7% 0.22% −0.02
EWD iShares MSCI Sweden ETF Reduce -5.2% 0.14% −0.02
MO Altria Group Inc. Reduce -1.6% 0.55% −0.02
VZ Verizon Communications Inc. Reduce -9.5% 0.13% −0.01
EWC iShares MSCI Canada ETF Reduce -10.8% 0.06% −0.01
EWN iShares MSCI Netherlands ETF Reduce -5.6% 0.20% −0.01
XLF SS Financial Select Sector Reduce -4.0% 0.39% −0.01
IYJ iShares U.S. Industrials ETF Reduce -27.7% 0.02% −0.01
ABBV Abbvie Inc. Reduce -3.2% 0.35% +0.01
GEHC GE Healthcare Technology Reduce -0.4% 0.31% +0.02
BAC Bank of America Corp. Reduce -0.8% 3.84% +0.06
PRCH Porch Group Inc. Reduce -5.3% 0.49% +0.08
AIG American International Group Reduce -0.2% 2.13% +0.09
META Meta Platforms Inc. Class A Reduce -0.7% 0.67% +0.13
XHB SS SPDR S&P Homebldrs ETF Reduce -0.2% 3.52% +0.20
C Citigroup Inc. Reduce -0.2% 2.49% +0.26

Portfolio Buys Q4 2023 → Q1 2024
CAT Caterpillar Inc. Add +98.7% 5.33% +2.69
NVDA Nvidia Corp. Add +1.0% 4.06% +1.64
VWO Vanguard Ftse Emerging Marke Add +100.0% 1.40% +0.64
GE General Electric Add +0.0% 1.81% +0.36
YINN Direxion DLY Ftse CH BL3X-Ui Add +218.0% 0.27% +0.17
KWEB Kranesh Csi China Internet Add +34.5% 1.04% +0.16
GLD SPDR Gold Shares New 0.15% +0.15
NFLX Netflix Inc. New 0.13% +0.13
ESML iShares ESG Aware MSCI USA S New 0.13% +0.13
JPM JPMorgan Chase & Co. Add +4.8% 0.87% +0.09
XOM Exxon Mobil Corp. Add +4.1% 1.00% +0.09
MSFT Microsoft Corp. Add +0.4% 3.59% +0.07
IWM iShares Russell 2000 ETF Add +22.4% 0.46% +0.07
EWA iShares MSCI Australia ETF Add +100.0% 0.13% +0.06
GOOGL Alphabet Inc. Class A Add +12.6% 0.52% +0.05
BABA Alibaba Group Holding-SP ADR Add +40.0% 0.17% +0.03
JOE The St Joe Co. Add +27.7% 0.24% +0.02
ADMA Adma Biologics Inc. Add +18.6% 0.06% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.29% +0.02
IEMG iShares Core MSCI Emerging Add +29.2% 0.04% +0.01
GOOG Alphabet Inc. Class C Add +1.7% 0.57% −0.00
GS Goldman Sachs Group Inc. Add +0.6% 0.34% −0.00
EFA iShares MSCI Eafe ETF Add +1.9% 0.64% −0.01
IEUR iShares Core MSCI Europe ETF Add +0.7% 0.55% −0.02
DPST Dirx DLY RGNL BNK B3X ETF-Ui Add +5.1% 0.10% −0.03
VSS Vanguard Ftse All Wo X-US SC Add +6.3% 1.98% −0.04
EEM iShares MSCI Emerging Market Add +0.1% 1.04% −0.08
ISCV iShares Morningstar Small-Ca Add +0.1% 1.79% −0.11
IWN iShares Russell 2000 Value E Add +2.5% 3.43% −0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 120$196.3MAMZN, VOO, NVDA, IWN, CAT
Q1 2026 135$214.0MAMZN, VOO, NVDA, IWN, CAT
Q4 2025 134$230.9MAMZN, VOO, NVDA, BAC, IWN
Q3 2025 150$227.2MAMZN, VOO, NVDA, BAC, TSLA
Q2 2025 136$203.8MAMZN, VOO, NVDA, BAC, IWN
Q1 2025 140$185.8MAMZN, VOO, NVDA, BAC, IWN
Q4 2024 136$190.4MAMZN, VOO, NVDA, TSLA, BAC
Q3 2024 140$178.9MAMZN, VOO, NVDA, XHB, IWN
Q2 2024 139$163.4MAMZN, VOO, NVDA, BAC, MSFT
Q1 2024 134$157.3MAMZN, VOO, CAT, NVDA, BAC