Viewpoint Capital Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Viewpoint Capital Management LLC reported 139 stock positions worth $163.4 million. Its top holding was Amazon.com (AMZN) at 14.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.6%) and Nvidia (NVDA, 5.3%). Compared with Q1 2024, it opened 8 new positions, sold out of 4, added to 39 and reduced 19. The biggest buy was Amazon.com (AMZN, shares +31%) and the biggest sale Caterpillar (CAT, shares −50%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$163.4M (Q2 2024)
SEC Filing
0001398344-24-013309 ↗ filed Jul 30, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $157.3M Q1 2024 Q2 2024: $163.4M $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 139 stocks · $163.4M
AMZN Amazon.com Inc. 14.54% 122,912 $23.8M Add +31.1%
VOO Vanguard S&P 500 ETF 5.55% 18,147 $9.1M Add +1.8%
NVDA Nvidia Corp. 5.28% 69,814 $8.6M Reduce -1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.87% 159,099 $6.3M Reduce -0.0%
MSFT Microsoft Corp. 3.73% 13,636 $6.1M Add +1.4%
IWN iShares Russell 2000 Value E 3.29% 35,254 $5.4M Add +3.6%
XHB SS SPDR S&P Homebldrs ETF 3.08% 49,757 $5.0M Add +0.4%
CAT Caterpillar Inc. 2.61% 12,785 $4.3M Reduce -49.5%
C Citigroup Inc. 2.41% 61,985 $3.9M Add +0.0%
TSLA Tesla Inc. 2.24% 18,519 $3.7M Add +0.2%
VSS Vanguard Ftse All Wo X-US SC 1.99% 27,632 $3.2M Add +3.8%
AIG American International Group 1.95% 42,874 $3.2M Add +0.1%
PG The Procter & Gamble Co. 1.94% 19,240 $3.2M Add +0.2%
AAPL Apple Inc. 1.91% 14,788 $3.1M Add +0.4%
IJR iShares Core S&P Small-Cap E 1.88% 28,749 $3.1M Add +2.3%
EUFN iShares MSCI Europe Financia 1.76% 128,949 $2.9M Add +0.0%
ISCV iShares Morningstar Small-Ca 1.63% 46,128 $2.7M No change
GE General Electric filed as GE AEROSPACE 1.59% 16,314 $2.6M Add +0.6%
PEP Pepsico Inc. 1.51% 14,964 $2.5M Reduce -1.4%
HD Home Depot Inc. 1.45% 6,870 $2.4M Add +0.3%
ORCL Oracle Corp. 1.44% 16,710 $2.4M No change
COST Costco Wholesale Corp. 1.40% 2,683 $2.3M Add +10.3%
VB Vanguard Most SM-Cap ETF-Usd 1.37% 10,280 $2.2M No change
JNJ Johnson & Johnson 1.14% 12,749 $1.9M Reduce -1.9%
KWEB Kranesh Csi China Internet 1.06% 63,919 $1.7M Add +2.8%
EEM iShares MSCI Emerging Market 1.05% 40,351 $1.7M Add +1.7%
FXI iShares China Large-Cap ETF 0.94% 58,888 $1.5M Add +0.6%
XOM Exxon Mobil Corp. 0.93% 13,176 $1.5M Reduce -2.2%
JPM JPMorgan Chase & Co. 0.84% 6,804 $1.4M No change
VTI VG Morningstar TS MKT ETF-US 0.84% 5,126 $1.4M Add +170766.7%
MS Morgan Stanley 0.73% 12,319 $1.2M Add +0.8%
BMY Bristol-Myers Squibb Co. 0.72% 28,371 $1.2M Add +0.1%
VWO Vanguard Ftse Emerging Marke 0.71% 26,605 $1.2M Reduce -50.0%
EPI Wisdomtree India Earnings 0.71% 23,972 $1.2M No change
EWG iShares MSCI Germany ETF 0.70% 37,446 $1.1M No change
GOOG Alphabet Inc. Class C 0.69% 6,181 $1.1M Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.69% 2,065 $1.1M Add +0.1%
META Meta Platforms Inc. Class A 0.67% 2,155 $1.1M No change
IWS iShares Russell Mid-Cap Valu 0.66% 8,879 $1.1M No change
CLX Clorox Company 0.63% 7,551 $1.0M Add +0.5%
DVY iShares Select Dividend ETF 0.63% 8,500 $1.0M Reduce -1.6%
QQQ Invesco QQQ Trust Series 1 0.61% 2,075 $994K No change
EFA iShares MSCI Eafe ETF 0.60% 12,540 $982K No change
GOOGL Alphabet Inc. Class A 0.60% 5,344 $973K Reduce -2.2%
MO Altria Group Inc. 0.55% 19,606 $893K Reduce -0.4%
IEUR iShares Core MSCI Europe ETF 0.52% 15,050 $857K No change
VEA Vanguard Ftse Developed ETF 0.45% 14,946 $739K No change
Z Zillow Group Inc. Class C 0.43% 15,264 $708K Reduce -10.8%
IWM iShares Russell 2000 ETF 0.43% 3,472 $704K No change
GEV GE Vernova Inc. 0.43% 4,053 $695K No change
IWP iShares Russell Mid-Cap Grow 0.41% 6,000 $662K No change
T AT&T Inc. 0.37% 31,838 $608K Reduce -0.9%
XLF SS Financial Select Sector 0.37% 14,542 $598K No change
GS Goldman Sachs Group Inc. 0.35% 1,270 $574K Reduce -1.6%
GIS General Mills Inc. 0.32% 8,314 $526K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.32% 1,403 $525K No change
ABBV Abbvie Inc. 0.32% 3,057 $524K No change
TQQQ Proshares Ultrapro QQQ 0.32% 7,100 $524K No change
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.32% 14,200 $521K Add +7.6%
IAU iShares Gold Trust 0.29% 10,639 $467K No change
MRK Merck & Co. Inc. 0.29% 3,770 $467K Add +7.2%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 1,126 $458K Add +2.7%
MMM 3M Co. 0.27% 4,264 $436K No change
EMR Emerson Electric Co. 0.27% 3,935 $433K No change
KRE SS SPDR S&P Regional Bank 0.26% 8,810 $433K No change
GEHC GE Healthcare Technology 0.25% 5,344 $416K Add +1.1%
DLS Wisdomtree Intl S/C DVD Fund 0.25% 6,471 $411K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 4,119 $409K Reduce -2.6%
KBH KB Home 0.24% 5,670 $398K No change
EWZ iShares MSCI Brazil ETF 0.24% 14,325 $392K No change
JOE The St Joe Co. 0.23% 6,884 $377K Add +7.8%
SCHW Schwab (charles) Corp. 0.23% 5,000 $368K No change
EWJ iShares MSCI Japan ETF 0.22% 5,327 $364K No change
KO The Coca-Cola Co. 0.22% 5,593 $356K Add +0.1%
SBUX Starbucks Corp. 0.21% 4,492 $350K Add +3.5%
DE Deere & Co. 0.21% 906 $339K Add +28.3%
IAT iShares US Regional Banks Et 0.20% 7,992 $331K No change
GGLL Direxion Daily Googl Bull 2X 0.20% 7,000 $330K No change
FAS Dirx DLY Finacial B3X ETF-Ui 0.20% 3,200 $323K No change
INDY iShares India 50 ETF 0.20% 6,005 $322K No change
EWN iShares MSCI Netherlands ETF 0.19% 6,222 $313K No change
PNC PNC Financial Services Group 0.19% 2,010 $313K No change
YINN Direxion DLY Ftse CH BL3X-Ui 0.19% 13,780 $308K Reduce -36.1%
IYR iShares US Real Estate ETF 0.19% 3,461 $304K No change
ISRG Intuitive Surgical Inc. 0.18% 675 $300K No change
XLE SS Energy Select Sector 0.17% 3,120 $284K No change
XBI SS SPDR S&P Biotech ETF 0.17% 3,000 $278K Add +200.0%
PRCH Porch Group Inc. 0.17% 181,000 $273K Add +0.6%
UBER Uber Technologies Inc. 0.17% 3,729 $271K No change
BABA Alibaba Group Holding-SP ADR 0.16% 3,674 $265K No change
KMB Kimberly-Clark Corp. 0.16% 1,890 $261K No change
GPC Genuine Parts Co. 0.15% 1,740 $241K No change
WAT Waters Corp. 0.14% 815 $236K No change
BDX Becton Dickinson and Co. 0.14% 1,000 $234K No change
GLD SPDR Gold Shares 0.14% 1,065 $229K Reduce -8.2%
EWD iShares MSCI Sweden ETF 0.14% 5,679 $229K No change
ADMA Adma Biologics Inc. 0.14% 20,416 $228K Add +32.4%
DWM Wisdomtree International Equ 0.13% 4,100 $220K No change
VGT Vanguard Info Tech ETF 0.13% 377 $217K No change
TIP iShares Tips Bond ETF 0.12% 1,850 $198K No change
VCR Vanguard Consumer Discre ETF 0.10% 521 $163K No change
DPST Dirx DLY RGNL BNK B3X ETF-Ui 0.09% 2,200 $155K Add +7.3%
VIS Vanguard Industrials ETF 0.09% 600 $141K No change
BHC Bausch Health Cos Inc. 0.08% 19,900 $139K Add +5.3%
IWF iShares Russell 1000 Growth 0.08% 362 $132K New
SANA Sana Biotechnology Inc. 0.08% 23,545 $129K No change
VFH Vanguard Financials ETF 0.07% 1,217 $122K No change
DON Wisdomtree US Midcap Dividen 0.07% 2,550 $119K No change
IBB iShares Biotechnology ETF 0.07% 780 $107K No change
EWA iShares MSCI Australia ETF 0.06% 4,195 $102K Reduce -50.0%
EWH iShares MSCI Hong Kong ETF 0.06% 6,241 $95K No change
IUSG iShares Core S&P U.S. Growth 0.06% 734 $94K New
EWC iShares MSCI Canada ETF 0.06% 2,470 $92K No change
DES Wisdomtree US Smallcap Divid 0.05% 2,856 $89K No change
IEMG iShares Core MSCI Emerging 0.04% 1,240 $66K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 562 $60K New
XLRE SS Real Estate Select Sector 0.03% 1,369 $53K No change
BB Blackberry Ltd. 0.03% 20,000 $50K New
CLOV Clover Health Investments Co. 0.02% 30,500 $38K Add +96.8%
ABEV Ambev SA-ADR 0.02% 16,300 $33K No change
IYJ iShares U.S. Industrials ETF 0.02% 235 $28K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 362 $28K New
PFF iShares Preferred & Income S 0.02% 859 $27K New
DEM Wisdomtree Emerging Markets 0.02% 580 $25K Reduce -72.1%
EZA iShares MSCI South Africa Et 0.01% 540 $23K 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
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 $5K No change
SUB iShares Short-Term National 0.00% 50 $5K No change
VGK Vanguard Ftse Europe ETF 0.00% 50 $3K New
DIM Wisdomtree Intl M/C DVD Fund 0.00% 50 $3K New
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
ICLN iShares Global Clean Energy 0.00% 9 $125 Reduce -99.5%
EWY iShares MSCI South Korea ETF 0.00% 1 $66 No change

Portfolio Sells Q1 2024 → Q2 2024
CAT Caterpillar Inc. Reduce -49.5% 2.61% −2.72
VWO Vanguard Ftse Emerging Marke Reduce -50.0% 0.71% −0.69
PEP Pepsico Inc. Reduce -1.4% 1.51% −0.18
JNJ Johnson & Johnson Reduce -1.9% 1.14% −0.17
NUE Nucor Corp. Sold out 0.00% −0.17
NFLX Netflix Inc. Sold out 0.00% −0.13
VZ Verizon Communications Inc. Sold out 0.00% −0.13
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −0.13
Z Zillow Group Inc. Class C Reduce -10.8% 0.43% −0.10
YINN Direxion DLY Ftse CH BL3X-Ui Reduce -36.1% 0.19% −0.08
DIS The Walt Disney Co. Reduce -2.6% 0.25% −0.08
EWA iShares MSCI Australia ETF Reduce -50.0% 0.06% −0.07
XOM Exxon Mobil Corp. Reduce -2.2% 0.93% −0.07
DVY iShares Select Dividend ETF Reduce -1.6% 0.63% −0.05
DEM Wisdomtree Emerging Markets Reduce -72.1% 0.02% −0.04
ICLN iShares Global Clean Energy Reduce -99.5% 0.00% −0.02
GLD SPDR Gold Shares Reduce -8.2% 0.14% −0.01
MO Altria Group Inc. Reduce -0.4% 0.55% +0.00
GS Goldman Sachs Group Inc. Reduce -1.6% 0.35% +0.01
T AT&T Inc. Reduce -0.9% 0.37% +0.01
BAC Bank of America Corp. Reduce -0.0% 3.87% +0.04
GOOGL Alphabet Inc. Class A Reduce -2.2% 0.60% +0.07
NVDA Nvidia Corp. Reduce -1.2% 5.28% +1.22

Portfolio Buys Q1 2024 → Q2 2024
AMZN Amazon.com Inc. Add +31.1% 14.54% +3.79
VTI VG Morningstar TS MKT ETF-US Add +170766.7% 0.84% +0.84
AAPL Apple Inc. Add +0.4% 1.91% +0.30
COST Costco Wholesale Corp. Add +10.3% 1.40% +0.26
TSLA Tesla Inc. Add +0.2% 2.24% +0.18
MSFT Microsoft Corp. Add +1.4% 3.73% +0.14
GOOG Alphabet Inc. Class C Add +5.5% 0.69% +0.13
XBI SS SPDR S&P Biotech ETF Add +200.0% 0.17% +0.11
VOO Vanguard S&P 500 ETF Add +1.8% 5.55% +0.11
IWF iShares Russell 1000 Growth New 0.08% +0.08
ADMA Adma Biologics Inc. Add +32.4% 0.14% +0.07
IUSG iShares Core S&P U.S. Growth New 0.06% +0.06
FXI iShares China Large-Cap ETF Add +0.6% 0.94% +0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.04% +0.04
BB Blackberry Ltd. New 0.03% +0.03
DE Deere & Co. Add +28.3% 0.21% +0.02
KWEB Kranesh Csi China Internet Add +2.8% 1.06% +0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.02% +0.02
PFF iShares Preferred & Income S New 0.02% +0.02
EEM iShares MSCI Emerging Market Add +1.7% 1.05% +0.02
CLOV Clover Health Investments Co. Add +96.8% 0.02% +0.02
VSS Vanguard Ftse All Wo X-US SC Add +3.8% 1.99% +0.01
VGK Vanguard Ftse Europe ETF New 0.00% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.69% +0.00
DIM Wisdomtree Intl M/C DVD Fund New 0.00% +0.00
MS Morgan Stanley Add +0.8% 0.73% +0.00
KO The Coca-Cola Co. Add +0.1% 0.22% +0.00
JOE The St Joe Co. Add +7.8% 0.23% −0.00
DPST Dirx DLY RGNL BNK B3X ETF-Ui Add +7.3% 0.09% −0.01
MRK Merck & Co. Inc. Add +7.2% 0.29% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +2.7% 0.28% −0.01
SBUX Starbucks Corp. Add +3.5% 0.21% −0.04
PG The Procter & Gamble Co. Add +0.2% 1.94% −0.04
TNA Dir Dai SML Ca Bul 3X Et-Usd Add +7.6% 0.32% −0.04
BHC Bausch Health Cos Inc. Add +5.3% 0.08% −0.04
GEHC GE Healthcare Technology Add +1.1% 0.25% −0.05
C Citigroup Inc. Add +0.0% 2.41% −0.08
IJR iShares Core S&P Small-Cap E Add +2.3% 1.88% −0.10
EUFN iShares MSCI Europe Financia Add +0.0% 1.76% −0.10
CLX Clorox Company Add +0.5% 0.63% −0.10
IWN iShares Russell 2000 Value E Add +3.6% 3.29% −0.15
AIG American International Group Add +0.1% 1.95% −0.18
GE General Electric Add +0.6% 1.59% −0.22
HD Home Depot Inc. Add +0.3% 1.45% −0.22
BMY Bristol-Myers Squibb Co. Add +0.1% 0.72% −0.26
PRCH Porch Group Inc. Add +0.6% 0.17% −0.33
XHB SS SPDR S&P Homebldrs ETF Add +0.4% 3.08% −0.44

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