Viewpoint Capital Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Viewpoint Capital Management LLC reported 136 stock positions worth $190.4 million. Its top holding was Amazon.com (AMZN) at 14.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.1%) and Nvidia (NVDA, 4.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 6, added to 40 and reduced 18. The biggest buy was Porch (PRCH, shares +1%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$190.4M (Q4 2024)
SEC Filing
0001398344-25-001366 ↗ filed Jan 29, 2025

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 Q3 2024 Q4 2024: $190.4M $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 136 stocks · $190.4M
AMZN Amazon.com Inc. 14.42% 125,182 $27.5M Reduce -0.5%
VOO Vanguard S&P 500 ETF 5.14% 18,158 $9.8M Reduce -0.1%
NVDA Nvidia Corp. 4.81% 68,215 $9.2M Reduce -1.8%
TSLA Tesla Inc. 3.91% 18,452 $7.5M Reduce -0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.81% 164,919 $7.2M Add +2.4%
IWN iShares Russell 2000 Value E 3.69% 42,784 $7.0M Add +8.0%
XHB SS SPDR S&P Homebldrs ETF 3.12% 56,929 $5.9M Add +6.7%
MSFT Microsoft Corp. 3.02% 13,649 $5.8M Add +0.1%
CAT Caterpillar Inc. 2.53% 13,305 $4.8M Add +1.6%
C Citigroup Inc. 2.26% 61,060 $4.3M Reduce -0.4%
VSS Vanguard Ftse All Wo X-US SC 2.10% 34,955 $4.0M Add +12.6%
AAPL Apple Inc. 1.95% 14,801 $3.7M Add +0.1%
PG The Procter & Gamble Co. 1.83% 20,817 $3.5M Add +5.5%
IJR iShares Core S&P Small-Cap E 1.74% 28,749 $3.3M No change
AIG American International Group 1.65% 43,074 $3.1M Add +1.2%
EUFN iShares MSCI Europe Financia 1.58% 128,967 $3.0M Add +0.0%
ISCV iShares Morningstar Small-Ca 1.54% 46,108 $2.9M Reduce -0.0%
KWEB Kranesh Csi China Internet 1.47% 95,461 $2.8M Add +22.2%
ORCL Oracle Corp. 1.46% 16,715 $2.8M Add +0.0%
GE General Electric filed as GE AEROSPACE 1.43% 16,339 $2.7M No change
HD Home Depot Inc. 1.40% 6,840 $2.7M No change
PEP Pepsico Inc. 1.33% 16,600 $2.5M Add +6.3%
VB Vanguard Most SM-Cap ETF-Usd 1.30% 10,280 $2.5M No change
COST Costco Wholesale Corp. 1.29% 2,678 $2.5M Add +0.2%
FXI iShares China Large-Cap ETF 1.18% 73,888 $2.2M Add +16.0%
JNJ Johnson & Johnson 1.07% 14,051 $2.0M Add +5.1%
BMY Bristol-Myers Squibb Co. 0.98% 33,155 $1.9M Add +8.4%
IWM iShares Russell 2000 ETF 0.95% 8,157 $1.8M Add +33.2%
QQQ Invesco QQQ Trust Series 1 0.93% 3,468 $1.8M Add +37.2%
EEM iShares MSCI Emerging Market 0.89% 40,296 $1.7M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.88% 8,808 $1.7M Add +22.4%
EFA iShares MSCI Eafe ETF 0.86% 21,655 $1.6M Add +46.8%
JPM JPMorgan Chase & Co. 0.86% 6,810 $1.6M Add +0.1%
CLX Clorox Company 0.82% 9,642 $1.6M Add +15.3%
MS Morgan Stanley 0.81% 12,319 $1.5M No change
XOM Exxon Mobil Corp. 0.73% 12,929 $1.4M Reduce -0.5%
GEV GE Vernova Inc. 0.70% 4,068 $1.3M Add +0.3%
EWG iShares MSCI Germany ETF 0.68% 40,856 $1.3M No change
META Meta Platforms Inc. Class A 0.67% 2,175 $1.3M Add +0.8%
DVY iShares Select Dividend ETF 0.67% 9,658 $1.3M Add +0.5%
MO Altria Group Inc. 0.64% 23,281 $1.2M Add +19.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.64% 2,069 $1.2M Add +0.4%
VWO Vanguard Ftse Emerging Marke 0.62% 26,821 $1.2M Reduce -1.2%
IWS iShares Russell Mid-Cap Valu 0.60% 8,839 $1.1M Reduce -0.5%
EPI Wisdomtree India Earnings 0.57% 23,972 $1.1M No change
GOOGL Alphabet Inc. Class A 0.54% 5,389 $1.0M Add +0.1%
T AT&T Inc. 0.53% 44,182 $1.0M Add +18.3%
Z Zillow Group Inc. Class C 0.48% 12,304 $911K Reduce -9.6%
PRCH Porch Group Inc. 0.48% 184,900 $910K Add +0.8%
IEUR iShares Core MSCI Europe ETF 0.46% 16,050 $866K No change
IWP iShares Russell Mid-Cap Grow 0.40% 6,000 $761K No change
VEA Vanguard Ftse Developed ETF 0.39% 15,693 $750K Reduce -6.3%
GS Goldman Sachs Group Inc. 0.38% 1,272 $728K Add +0.2%
XLF SS Financial Select Sector 0.37% 14,542 $703K No change
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.35% 15,800 $662K No change
IEMG iShares Core MSCI Emerging 0.34% 12,577 $657K Add +105.6%
GIS General Mills Inc. 0.32% 9,564 $610K Add +13.3%
YINN Direxion DLY Ftse CH BL3X-Ui 0.30% 20,780 $581K Add +50.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 1,406 $577K Add +0.1%
TQQQ Proshares Ultrapro QQQ 0.29% 7,100 $562K No change
MMM 3M Co. 0.29% 4,264 $550K No change
ABBV Abbvie Inc. 0.29% 3,057 $543K No change
IAU iShares Gold Trust 0.28% 10,777 $534K Add +1.3%
KRE SS SPDR S&P Regional Bank 0.28% 8,810 $532K No change
BRK.B Berkshire Hathaway Inc. Class B 0.27% 1,126 $510K No change
EMR Emerson Electric Co. 0.26% 3,935 $488K No change
FAS Dirx DLY Finacial B3X ETF-Ui 0.25% 3,200 $483K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.24% 4,069 $453K No change
DLS Wisdomtree Intl S/C DVD Fund 0.21% 6,471 $407K No change
GEHC GE Healthcare Technology 0.21% 5,209 $407K Reduce -1.8%
IAT iShares US Regional Banks Et 0.21% 7,992 $402K No change
SBUX Starbucks Corp. 0.21% 4,367 $398K Reduce -0.2%
PNC PNC Financial Services Group 0.20% 2,010 $388K No change
DE Deere & Co. 0.20% 906 $384K No change
MRK Merck & Co. Inc. 0.20% 3,770 $375K No change
KBH KB Home 0.20% 5,670 $373K No change
SCHW Schwab (charles) Corp. 0.19% 5,000 $370K No change
EWJ iShares MSCI Japan ETF 0.19% 5,282 $354K Reduce -0.8%
ISRG Intuitive Surgical Inc. 0.18% 675 $352K No change
KO The Coca-Cola Co. 0.18% 5,600 $349K Add +0.1%
EWZ iShares MSCI Brazil ETF 0.17% 14,325 $322K No change
IYR iShares US Real Estate ETF 0.17% 3,461 $322K No change
GGLL Direxion Daily Googl Bull 2X 0.17% 7,000 $320K No change
BABA Alibaba Group Holding-SP ADR 0.17% 3,749 $318K Add +2.0%
JOE The St Joe Co. 0.16% 6,884 $309K No change
INDY iShares India 50 ETF 0.16% 6,005 $305K No change
WAT Waters Corp. 0.16% 815 $302K No change
EWN iShares MSCI Netherlands ETF 0.15% 6,222 $277K No change
XLE SS Energy Select Sector 0.14% 3,120 $267K No change
GLD SPDR Gold Shares 0.14% 1,075 $260K Add +0.9%
KMB Kimberly-Clark Corp. 0.13% 1,890 $248K No change
DPST Dirx DLY RGNL BNK B3X ETF-Ui 0.13% 2,200 $242K No change
VGT Vanguard Info Tech ETF 0.12% 377 $234K No change
BDX Becton Dickinson and Co. 0.12% 1,000 $227K No change
UBER Uber Technologies Inc. 0.12% 3,729 $225K No change
DWM Wisdomtree International Equ 0.11% 4,100 $216K No change
EWD iShares MSCI Sweden ETF 0.11% 5,679 $212K No change
ESML iShares ESG Aware MSCI USA S 0.11% 5,000 $210K No change
GPC Genuine Parts Co. 0.11% 1,740 $203K No change
EWA iShares MSCI Australia ETF 0.11% 8,495 $203K No change
TIP iShares Tips Bond ETF 0.10% 1,850 $197K No change
VCR Vanguard Consumer Discre ETF 0.10% 521 $196K No change
XBI SS SPDR S&P Biotech ETF 0.09% 2,000 $180K New
VIS Vanguard Industrials ETF 0.08% 600 $153K No change
BHC Bausch Health Cos Inc. 0.08% 18,900 $152K No change
IWF iShares Russell 1000 Growth 0.08% 362 $145K No change
VFH Vanguard Financials ETF 0.08% 1,217 $144K No change
NIO Nio Inc. - ADR 0.07% 30,000 $131K New
DON Wisdomtree US Midcap Dividen 0.07% 2,550 $130K No change
EWH iShares MSCI Hong Kong ETF 0.05% 6,241 $104K No change
IBB iShares Biotechnology ETF 0.05% 780 $103K No change
EWC iShares MSCI Canada ETF 0.05% 2,470 $100K No change
DES Wisdomtree US Smallcap Divid 0.05% 2,856 $98K No change
CLOV Clover Health Investments Co. 0.05% 30,500 $96K No change
VTI VG Morningstar TS MKT ETF-US 0.04% 295 $86K Reduce -48.0%
BB Blackberry Ltd. 0.04% 20,000 $76K No change
XLRE SS Real Estate Select Sector 0.03% 1,314 $53K No change
SANA Sana Biotechnology Inc. 0.02% 23,545 $38K No change
IYJ iShares U.S. Industrials ETF 0.02% 235 $31K No change
ABEV Ambev SA-ADR 0.02% 16,300 $30K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 166 $28K Reduce -57.9%
DEM Wisdomtree Emerging Markets 0.01% 580 $23K No change
EZA iShares MSCI South Africa Et 0.01% 540 $23K 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 $15K No change
EIS iShares MSCI Israel ETF 0.01% 160 $12K No change
MUB iShares National Muni Bond E 0.01% 100 $11K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 142 $7K No change
SUB iShares Short-Term National 0.00% 50 $5K No change
XLB SS Materials Select Sector 0.00% 60 $5K No change
VGK Vanguard Ftse Europe ETF 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
EWY iShares MSCI South Korea ETF 0.00% 1 $51 No change
ICLN iShares Global Clean Energy 0.00% 2 $23 Reduce -77.8%

Portfolio Sells Q3 2024 → Q4 2024
VOO Vanguard S&P 500 ETF Reduce -0.1% 5.14% −0.20
EEM iShares MSCI Emerging Market Reduce -0.1% 0.89% −0.17
VZ Verizon Communications Inc. Sold out 0.00% −0.12
VWO Vanguard Ftse Emerging Marke Reduce -1.2% 0.62% −0.11
XOM Exxon Mobil Corp. Reduce -0.5% 0.73% −0.11
VEA Vanguard Ftse Developed ETF Reduce -6.3% 0.39% −0.10
ISCV iShares Morningstar Small-Ca Reduce -0.0% 1.54% −0.10
GEHC GE Healthcare Technology Reduce -1.8% 0.21% −0.06
IWS iShares Russell Mid-Cap Valu Reduce -0.5% 0.60% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -48.0% 0.04% −0.04
SBUX Starbucks Corp. Reduce -0.2% 0.21% −0.03
EWJ iShares MSCI Japan ETF Reduce -0.8% 0.19% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -57.9% 0.01% −0.02
Z Zillow Group Inc. Class C Reduce -9.6% 0.48% −0.02
IUSG iShares Core S&P U.S. Growth Sold out 0.00% −0.02
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.02
DIM Wisdomtree Intl M/C DVD Fund Sold out 0.00% −0.00
ICLN iShares Global Clean Energy Reduce -77.8% 0.00% −0.00
SPYV SS SPDR P S&P 500 Value ETF Sold out 0.00% −0.00
SPAB SS SPDR P Agg Bond ETF Sold out 0.00% −0.00
NVDA Nvidia Corp. Reduce -1.8% 4.81% +0.10
C Citigroup Inc. Reduce -0.4% 2.26% +0.14
TSLA Tesla Inc. Reduce -0.8% 3.91% +1.20
AMZN Amazon.com Inc. Reduce -0.5% 14.42% +1.20

Portfolio Buys Q3 2024 → Q4 2024
PRCH Porch Group Inc. Add +0.8% 0.48% +0.31
BAC Bank of America Corp. Add +2.4% 3.81% +0.26
QQQ Invesco QQQ Trust Series 1 Add +37.2% 0.93% +0.24
GOOG Alphabet Inc. Class C Add +22.4% 0.88% +0.22
IWM iShares Russell 2000 ETF Add +33.2% 0.95% +0.19
EFA iShares MSCI Eafe ETF Add +46.8% 0.86% +0.17
IEMG iShares Core MSCI Emerging Add +105.6% 0.34% +0.15
GEV GE Vernova Inc. Add +0.3% 0.70% +0.14
BMY Bristol-Myers Squibb Co. Add +8.4% 0.98% +0.11
XBI SS SPDR S&P Biotech ETF New 0.09% +0.09
MO Altria Group Inc. Add +19.2% 0.64% +0.08
T AT&T Inc. Add +18.3% 0.53% +0.07
NIO Nio Inc. - ADR New 0.07% +0.07
AAPL Apple Inc. Add +0.1% 1.95% +0.06
CLX Clorox Company Add +15.3% 0.82% +0.06
JPM JPMorgan Chase & Co. Add +0.1% 0.86% +0.06
GOOGL Alphabet Inc. Class A Add +0.1% 0.54% +0.04
FXI iShares China Large-Cap ETF Add +16.0% 1.18% +0.04
GS Goldman Sachs Group Inc. Add +0.2% 0.38% +0.03
YINN Direxion DLY Ftse CH BL3X-Ui Add +50.8% 0.30% +0.01
IWN iShares Russell 2000 Value E Add +8.0% 3.69% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 0.30% +0.00
GLD SPDR Gold Shares Add +0.9% 0.14% −0.01
KWEB Kranesh Csi China Internet Add +22.2% 1.47% −0.02
META Meta Platforms Inc. Class A Add +0.8% 0.67% −0.02
IAU iShares Gold Trust Add +1.3% 0.28% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 0.64% −0.02
GIS General Mills Inc. Add +13.3% 0.32% −0.03
COST Costco Wholesale Corp. Add +0.2% 1.29% −0.03
KO The Coca-Cola Co. Add +0.1% 0.18% −0.04
BABA Alibaba Group Holding-SP ADR Add +2.0% 0.17% −0.05
DVY iShares Select Dividend ETF Add +0.5% 0.67% −0.06
PG The Procter & Gamble Co. Add +5.5% 1.83% −0.08
VSS Vanguard Ftse All Wo X-US SC Add +12.6% 2.10% −0.08
AIG American International Group Add +1.2% 1.65% −0.10
ORCL Oracle Corp. Add +0.0% 1.46% −0.11
JNJ Johnson & Johnson Add +5.1% 1.07% −0.14
PEP Pepsico Inc. Add +6.3% 1.33% −0.16
EUFN iShares MSCI Europe Financia Add +0.0% 1.58% −0.22
MSFT Microsoft Corp. Add +0.1% 3.02% −0.24
CAT Caterpillar Inc. Add +1.6% 2.53% −0.33
XHB SS SPDR S&P Homebldrs ETF Add +6.7% 3.12% −0.58

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