Viewpoint Capital Management LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Viewpoint Capital Management LLC reported 140 stock positions worth $178.9 million. Its top holding was Amazon.com (AMZN) at 13.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.3%) and Nvidia (NVDA, 4.7%). Compared with Q2 2024, it opened 6 new positions, sold out of 5, added to 37 and reduced 19. The biggest buy was SS SPDR S&P Homebldrs ETF (XHB, shares +7%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −89%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$178.9M (Q3 2024)
SEC Filing
0001398344-24-019294 ↗ filed Oct 24, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $157.3M Q1 2024 Q2 2024: $163.4M Q2 2024 Q3 2024: $178.9M $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 140 stocks · $178.9M
AMZN Amazon.com Inc. 13.22% 125,788 $23.6M Add +2.3%
VOO Vanguard S&P 500 ETF 5.34% 18,183 $9.6M Add +0.2%
NVDA Nvidia Corp. 4.71% 69,440 $8.4M Reduce -0.5%
XHB SS SPDR S&P Homebldrs ETF 3.71% 53,372 $6.6M Add +7.3%
IWN iShares Russell 2000 Value E 3.68% 39,607 $6.6M Add +12.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.55% 161,079 $6.3M Add +1.2%
MSFT Microsoft Corp. 3.26% 13,638 $5.8M Add +0.0%
CAT Caterpillar Inc. 2.86% 13,095 $5.1M Add +2.4%
TSLA Tesla Inc. 2.71% 18,607 $4.8M Add +0.5%
VSS Vanguard Ftse All Wo X-US SC 2.19% 31,045 $3.9M Add +12.3%
C Citigroup Inc. 2.12% 61,325 $3.8M Reduce -1.1%
PG The Procter & Gamble Co. 1.92% 19,741 $3.4M Add +2.6%
AAPL Apple Inc. 1.88% 14,784 $3.4M Reduce -0.0%
IJR iShares Core S&P Small-Cap E 1.87% 28,749 $3.4M No change
EUFN iShares MSCI Europe Financia 1.80% 128,949 $3.2M No change
AIG American International Group 1.75% 42,574 $3.1M Reduce -0.7%
GE General Electric filed as GE AEROSPACE 1.69% 16,339 $3.0M Add +0.1%
ISCV iShares Morningstar Small-Ca 1.63% 46,118 $2.9M Reduce -0.0%
ORCL Oracle Corp. 1.58% 16,710 $2.8M No change
HD Home Depot Inc. 1.53% 6,840 $2.7M Reduce -0.4%
PEP Pepsico Inc. 1.48% 15,624 $2.7M Add +4.4%
KWEB Kranesh Csi China Internet 1.48% 78,094 $2.6M Add +22.2%
VB Vanguard Most SM-Cap ETF-Usd 1.36% 10,280 $2.4M No change
COST Costco Wholesale Corp. 1.32% 2,673 $2.4M Reduce -0.4%
JNJ Johnson & Johnson 1.21% 13,370 $2.2M Add +4.9%
FXI iShares China Large-Cap ETF 1.15% 63,688 $2.0M Add +8.2%
EEM iShares MSCI Emerging Market 1.05% 40,321 $1.9M Reduce -0.1%
BMY Bristol-Myers Squibb Co. 0.87% 30,576 $1.6M Add +7.8%
XOM Exxon Mobil Corp. 0.84% 12,996 $1.5M Reduce -1.4%
JPM JPMorgan Chase & Co. 0.80% 6,804 $1.4M No change
EWG iShares MSCI Germany ETF 0.78% 40,856 $1.4M Add +9.1%
CLX Clorox Company 0.76% 8,362 $1.4M Add +10.7%
IWM iShares Russell 2000 ETF 0.75% 6,122 $1.3M Add +76.3%
VWO Vanguard Ftse Emerging Marke 0.73% 27,144 $1.3M Add +2.0%
DVY iShares Select Dividend ETF 0.72% 9,613 $1.3M Add +13.1%
MS Morgan Stanley 0.72% 12,319 $1.3M No change
EFA iShares MSCI Eafe ETF 0.69% 14,755 $1.2M Add +17.7%
QQQ Invesco QQQ Trust Series 1 0.69% 2,528 $1.2M Add +21.8%
META Meta Platforms Inc. Class A 0.68% 2,158 $1.2M Add +0.1%
EPI Wisdomtree India Earnings 0.68% 23,972 $1.2M No change
GOOG Alphabet Inc. Class C 0.66% 7,193 $1.2M Add +16.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 2,060 $1.2M Reduce -0.2%
IWS iShares Russell Mid-Cap Valu 0.66% 8,879 $1.2M No change
GEV GE Vernova Inc. 0.57% 4,058 $1.0M Add +0.1%
MO Altria Group Inc. 0.56% 19,535 $997K Reduce -0.4%
IEUR iShares Core MSCI Europe ETF 0.55% 16,050 $987K Add +6.6%
Z Zillow Group Inc. Class C 0.50% 13,604 $891K Reduce -10.9%
VEA Vanguard Ftse Developed ETF 0.50% 16,744 $887K Add +12.0%
GOOGL Alphabet Inc. Class A 0.49% 5,384 $883K Add +0.8%
T AT&T Inc. 0.46% 37,351 $818K Add +17.3%
IWP iShares Russell Mid-Cap Grow 0.39% 6,000 $703K No change
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.39% 15,800 $695K Add +11.3%
XLF SS Financial Select Sector 0.37% 14,542 $657K No change
GS Goldman Sachs Group Inc. 0.35% 1,270 $633K No change
GIS General Mills Inc. 0.35% 8,444 $628K Add +1.6%
ABBV Abbvie Inc. 0.33% 3,057 $595K No change
MMM 3M Co. 0.33% 4,264 $585K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 1,405 $537K Add +0.1%
IAU iShares Gold Trust 0.30% 10,639 $533K No change
YINN Direxion DLY Ftse CH BL3X-Ui 0.30% 13,780 $528K No change
BRK.B Berkshire Hathaway Inc. Class B 0.29% 1,126 $515K No change
TQQQ Proshares Ultrapro QQQ 0.29% 7,100 $511K No change
KRE SS SPDR S&P Regional Bank 0.28% 8,810 $493K No change
GEHC GE Healthcare Technology 0.27% 5,303 $488K Reduce -0.8%
KBH KB Home 0.27% 5,670 $487K No change
DLS Wisdomtree Intl S/C DVD Fund 0.25% 6,471 $446K No change
EMR Emerson Electric Co. 0.24% 3,935 $430K No change
MRK Merck & Co. Inc. 0.24% 3,770 $429K No change
SBUX Starbucks Corp. 0.24% 4,377 $426K Reduce -2.6%
EWZ iShares MSCI Brazil ETF 0.24% 14,325 $426K No change
FAS Dirx DLY Finacial B3X ETF-Ui 0.23% 3,200 $411K No change
JOE The St Joe Co. 0.23% 6,884 $406K No change
KO The Coca-Cola Co. 0.22% 5,595 $402K Add +0.0%
BABA Alibaba Group Holding-SP ADR 0.22% 3,674 $394K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 4,069 $391K Reduce -1.2%
DE Deere & Co. 0.21% 906 $379K No change
EWJ iShares MSCI Japan ETF 0.21% 5,327 $379K No change
IAT iShares US Regional Banks Et 0.21% 7,992 $376K No change
PNC PNC Financial Services Group 0.21% 2,010 $368K No change
IEMG iShares Core MSCI Emerging 0.20% 6,117 $356K Add +393.3%
IYR iShares US Real Estate ETF 0.20% 3,461 $350K No change
INDY iShares India 50 ETF 0.19% 6,005 $342K No change
ISRG Intuitive Surgical Inc. 0.18% 675 $323K No change
SCHW Schwab (charles) Corp. 0.18% 5,000 $322K No change
EWN iShares MSCI Netherlands ETF 0.18% 6,222 $319K No change
PRCH Porch Group Inc. 0.17% 183,400 $308K Add +1.3%
WAT Waters Corp. 0.16% 815 $291K No change
UBER Uber Technologies Inc. 0.16% 3,729 $282K No change
XLE SS Energy Select Sector 0.15% 3,120 $272K No change
KMB Kimberly-Clark Corp. 0.15% 1,890 $269K No change
GLD SPDR Gold Shares 0.15% 1,065 $261K No change
GGLL Direxion Daily Googl Bull 2X 0.14% 7,000 $255K No change
EWD iShares MSCI Sweden ETF 0.14% 5,679 $248K No change
GPC Genuine Parts Co. 0.14% 1,740 $246K No change
BDX Becton Dickinson and Co. 0.14% 1,000 $242K No change
DWM Wisdomtree International Equ 0.13% 4,100 $237K No change
EWA iShares MSCI Australia ETF 0.13% 8,495 $230K Add +102.5%
VGT Vanguard Info Tech ETF 0.12% 377 $221K No change
VZ Verizon Communications Inc. 0.12% 4,816 $216K New
DPST Dirx DLY RGNL BNK B3X ETF-Ui 0.12% 2,200 $212K No change
ESML iShares ESG Aware MSCI USA S 0.12% 5,000 $209K New
TIP iShares Tips Bond ETF 0.11% 1,850 $204K No change
VCR Vanguard Consumer Discre ETF 0.10% 521 $178K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 567 $160K Reduce -88.9%
BHC Bausch Health Cos Inc. 0.09% 18,900 $156K Reduce -5.0%
VIS Vanguard Industrials ETF 0.09% 600 $155K No change
IWF iShares Russell 1000 Growth 0.08% 362 $135K No change
VFH Vanguard Financials ETF 0.07% 1,217 $133K No change
DON Wisdomtree US Midcap Dividen 0.07% 2,550 $130K No change
EWH iShares MSCI Hong Kong ETF 0.07% 6,241 $117K No change
IBB iShares Biotechnology ETF 0.06% 780 $113K No change
EWC iShares MSCI Canada ETF 0.06% 2,470 $102K No change
SANA Sana Biotechnology Inc. 0.06% 23,545 $101K No change
DES Wisdomtree US Smallcap Divid 0.05% 2,856 $98K No change
CLOV Clover Health Investments Co. 0.05% 30,500 $86K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 394 $69K New
XLRE SS Real Estate Select Sector 0.03% 1,314 $58K Reduce -4.0%
BB Blackberry Ltd. 0.03% 20,000 $50K No change
ABEV Ambev SA-ADR 0.02% 16,300 $39K No change
IYJ iShares U.S. Industrials ETF 0.02% 235 $31K No change
IUSG iShares Core S&P U.S. Growth 0.02% 232 $30K Reduce -68.4%
EFG iShares MSCI Eafe Growth ETF 0.02% 275 $30K New
EZA iShares MSCI South Africa Et 0.02% 540 $28K No change
DEM Wisdomtree Emerging Markets 0.01% 580 $26K No change
IUSV iShares Core S&P U.S. Value 0.01% 180 $17K No change
IJS iShares S&P Small-Cap 600 Va 0.01% 150 $16K No change
KBE SS SPDR S&P Bank ETF 0.01% 275 $14K No change
MUB iShares National Muni Bond E 0.01% 100 $11K No change
EIS iShares MSCI Israel ETF 0.01% 160 $11K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 142 $8K No change
XLB SS Materials Select Sector 0.00% 60 $6K No change
SUB iShares Short-Term National 0.00% 50 $5K No change
VGK Vanguard Ftse Europe ETF 0.00% 50 $4K No change
DIM Wisdomtree Intl M/C DVD Fund 0.00% 50 $3K 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
ICLN iShares Global Clean Energy 0.00% 9 $139 No change
SPYV SS SPDR P S&P 500 Value ETF 0.00% 2 $105 New
SPAB SS SPDR P Agg Bond ETF 0.00% 4 $105 New
EWY iShares MSCI South Korea ETF 0.00% 1 $66 No change

Portfolio Sells Q2 2024 → Q3 2024
VTI VG Morningstar TS MKT ETF-US Reduce -88.9% 0.09% −0.75
NVDA Nvidia Corp. Reduce -0.5% 4.71% −0.57
C Citigroup Inc. Reduce -1.1% 2.12% −0.29
AIG American International Group Reduce -0.7% 1.75% −0.20
XBI SS SPDR S&P Biotech ETF Sold out 0.00% −0.17
ADMA Adma Biologics Inc. Sold out 0.00% −0.14
XOM Exxon Mobil Corp. Reduce -1.4% 0.84% −0.09
COST Costco Wholesale Corp. Reduce -0.4% 1.32% −0.07
IUSG iShares Core S&P U.S. Growth Reduce -68.4% 0.02% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.04
DIS The Walt Disney Co. Reduce -1.2% 0.22% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 0.66% −0.03
AAPL Apple Inc. Reduce -0.0% 1.88% −0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.02
PFF iShares Preferred & Income S Sold out 0.00% −0.02
ISCV iShares Morningstar Small-Ca Reduce -0.0% 1.63% −0.00
EEM iShares MSCI Emerging Market Reduce -0.1% 1.05% −0.00
XLRE SS Real Estate Select Sector Reduce -4.0% 0.03% +0.00
BHC Bausch Health Cos Inc. Reduce -5.0% 0.09% +0.00
MO Altria Group Inc. Reduce -0.4% 0.56% +0.01
GEHC GE Healthcare Technology Reduce -0.8% 0.27% +0.02
SBUX Starbucks Corp. Reduce -2.6% 0.24% +0.02
Z Zillow Group Inc. Class C Reduce -10.9% 0.50% +0.06
HD Home Depot Inc. Reduce -0.4% 1.53% +0.08

Portfolio Buys Q2 2024 → Q3 2024
XHB SS SPDR S&P Homebldrs ETF Add +7.3% 3.71% +0.63
TSLA Tesla Inc. Add +0.5% 2.71% +0.47
KWEB Kranesh Csi China Internet Add +22.2% 1.48% +0.42
IWN iShares Russell 2000 Value E Add +12.3% 3.68% +0.40
IWM iShares Russell 2000 ETF Add +76.3% 0.75% +0.32
CAT Caterpillar Inc. Add +2.4% 2.86% +0.26
FXI iShares China Large-Cap ETF Add +8.2% 1.15% +0.21
VSS Vanguard Ftse All Wo X-US SC Add +12.3% 2.19% +0.20
IEMG iShares Core MSCI Emerging Add +393.3% 0.20% +0.16
BMY Bristol-Myers Squibb Co. Add +7.8% 0.87% +0.15
GEV GE Vernova Inc. Add +0.1% 0.57% +0.14
CLX Clorox Company Add +10.7% 0.76% +0.13
VZ Verizon Communications Inc. New 0.12% +0.12
ESML iShares ESG Aware MSCI USA S New 0.12% +0.12
GE General Electric Add +0.1% 1.69% +0.11
DVY iShares Select Dividend ETF Add +13.1% 0.72% +0.09
EFA iShares MSCI Eafe ETF Add +17.7% 0.69% +0.09
T AT&T Inc. Add +17.3% 0.46% +0.08
QQQ Invesco QQQ Trust Series 1 Add +21.8% 0.69% +0.08
EWG iShares MSCI Germany ETF Add +9.1% 0.78% +0.07
TNA Dir Dai SML Ca Bul 3X Et-Usd Add +11.3% 0.39% +0.07
JNJ Johnson & Johnson Add +4.9% 1.21% +0.07
EWA iShares MSCI Australia ETF Add +102.5% 0.13% +0.07
VEA Vanguard Ftse Developed ETF Add +12.0% 0.50% +0.04
VTV Vanguard Mrngstr Val ETF-Aui New 0.04% +0.04
GIS General Mills Inc. Add +1.6% 0.35% +0.03
IEUR iShares Core MSCI Europe ETF Add +6.6% 0.55% +0.03
VWO Vanguard Ftse Emerging Marke Add +2.0% 0.73% +0.02
META Meta Platforms Inc. Class A Add +0.1% 0.68% +0.02
EFG iShares MSCI Eafe Growth ETF New 0.02% +0.02
KO The Coca-Cola Co. Add +0.0% 0.22% +0.01
PRCH Porch Group Inc. Add +1.3% 0.17% +0.01
SPYV SS SPDR P S&P 500 Value ETF New 0.00% +0.00
SPAB SS SPDR P Agg Bond ETF New 0.00% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 0.30% −0.02
PEP Pepsico Inc. Add +4.4% 1.48% −0.03
PG The Procter & Gamble Co. Add +2.6% 1.92% −0.03
GOOG Alphabet Inc. Class C Add +16.4% 0.66% −0.03
GOOGL Alphabet Inc. Class A Add +0.8% 0.49% −0.10
VOO Vanguard S&P 500 ETF Add +0.2% 5.34% −0.21
BAC Bank of America Corp. Add +1.2% 3.55% −0.32
MSFT Microsoft Corp. Add +0.0% 3.26% −0.47
AMZN Amazon.com Inc. Add +2.3% 13.22% −1.32

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