Viewpoint Capital Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Viewpoint Capital Management LLC reported 140 stock positions worth $185.8 million. Its top holding was Amazon.com (AMZN) at 12.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.4%) and Nvidia (NVDA, 3.9%). Compared with Q4 2024, it opened 5 new positions, sold out of 1, added to 33 and reduced 31. The biggest buy was Kranesh Csi China Internet (KWEB, shares +13%) and the biggest sale Amazon.com (AMZN, shares −1%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$185.8M (Q1 2025)
SEC Filing
0001398344-25-008026 ↗ filed Apr 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 Q4 2024 Q1 2025: $185.8M $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 · $185.8M
AMZN Amazon.com Inc. 12.69% 123,936 $23.6M Reduce -1.0%
VOO Vanguard S&P 500 ETF 5.37% 19,410 $10.0M Add +6.9%
NVDA Nvidia Corp. 3.90% 66,826 $7.2M Reduce -2.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.71% 165,364 $6.9M Add +0.3%
IWN iShares Russell 2000 Value E 3.70% 45,567 $6.9M Add +6.5%
XHB SS SPDR S&P Homebldrs ETF 3.02% 57,988 $5.6M Add +1.9%
MSFT Microsoft Corp. 2.76% 13,646 $5.1M Reduce -0.0%
TSLA Tesla Inc. 2.57% 18,437 $4.8M Reduce -0.1%
CAT Caterpillar Inc. 2.40% 13,505 $4.5M Add +1.5%
C Citigroup Inc. 2.36% 61,800 $4.4M Add +1.2%
VSS Vanguard Ftse All Wo X-US SC 2.33% 37,405 $4.3M Add +7.0%
KWEB Kranesh Csi China Internet 2.03% 108,156 $3.8M Add +13.3%
AIG American International Group 1.98% 42,424 $3.7M Reduce -1.5%
PG The Procter & Gamble Co. 1.92% 20,928 $3.6M Add +0.5%
EUFN iShares MSCI Europe Financia 1.91% 124,767 $3.6M Reduce -3.3%
GE General Electric filed as GE AEROSPACE 1.75% 16,289 $3.3M Reduce -0.3%
AAPL Apple Inc. 1.70% 14,201 $3.2M Reduce -4.0%
IJR iShares Core S&P Small-Cap E 1.59% 28,269 $3.0M Reduce -1.7%
FXI iShares China Large-Cap ETF 1.48% 76,873 $2.8M Add +4.0%
ISCV iShares Morningstar Small-Ca 1.45% 45,397 $2.7M Reduce -1.5%
PEP Pepsico Inc. 1.37% 17,012 $2.6M Add +2.5%
COST Costco Wholesale Corp. 1.37% 2,689 $2.5M Add +0.4%
HD Home Depot Inc. 1.35% 6,840 $2.5M No change
JNJ Johnson & Johnson 1.29% 14,436 $2.4M Add +2.7%
ORCL Oracle Corp. 1.26% 16,715 $2.3M No change
VB Vanguard Most SM-Cap ETF-Usd 1.24% 10,403 $2.3M Add +1.2%
BMY Bristol-Myers Squibb Co. 1.11% 33,737 $2.1M Add +1.8%
IWM iShares Russell 2000 ETF 1.06% 9,888 $2.0M Add +21.2%
EFA iShares MSCI Eafe ETF 1.04% 23,750 $1.9M Add +9.7%
QQQ Invesco QQQ Trust Series 1 0.98% 3,883 $1.8M Add +12.0%
EEM iShares MSCI Emerging Market 0.96% 40,636 $1.8M Add +0.8%
JPM JPMorgan Chase & Co. 0.89% 6,710 $1.6M Reduce -1.5%
EWG iShares MSCI Germany ETF 0.85% 42,746 $1.6M Add +4.6%
GOOG Alphabet Inc. Class C 0.83% 9,924 $1.6M Add +12.7%
XOM Exxon Mobil Corp. 0.83% 12,929 $1.5M No change
PRCH Porch Group Inc. 0.80% 204,900 $1.5M Add +10.8%
MO Altria Group Inc. 0.80% 24,739 $1.5M Add +6.3%
CLX Clorox Company 0.79% 9,985 $1.5M Add +3.6%
MS Morgan Stanley 0.76% 12,119 $1.4M Reduce -1.6%
T AT&T Inc. 0.72% 47,392 $1.3M Add +7.3%
DVY iShares Select Dividend ETF 0.70% 9,711 $1.3M Add +0.6%
META Meta Platforms Inc. Class A 0.67% 2,159 $1.2M Reduce -0.7%
GEV GE Vernova Inc. 0.66% 4,006 $1.2M Reduce -1.5%
VWO Vanguard Ftse Emerging Marke 0.65% 26,821 $1.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 2,061 $1.2M Reduce -0.4%
IWS iShares Russell Mid-Cap Valu 0.57% 8,389 $1.1M Reduce -5.1%
EPI Wisdomtree India Earnings 0.56% 23,972 $1.0M No change
IEUR iShares Core MSCI Europe ETF 0.54% 16,570 $997K Add +3.2%
YINN Direxion DLY Ftse CH BL3X-Ui 0.46% 20,780 $862K No change
GOOGL Alphabet Inc. Class A 0.43% 5,215 $806K Reduce -3.2%
VEA Vanguard Ftse Developed ETF 0.43% 15,693 $798K No change
IEMG iShares Core MSCI Emerging 0.42% 14,627 $789K Add +16.3%
Z Zillow Group Inc. Class C 0.41% 11,184 $767K Reduce -9.1%
XLF SS Financial Select Sector 0.38% 14,242 $709K Reduce -2.1%
IWP iShares Russell Mid-Cap Grow 0.38% 6,000 $705K No change
GS Goldman Sachs Group Inc. 0.36% 1,240 $677K Reduce -2.5%
ABBV Abbvie Inc. 0.34% 3,057 $641K No change
MMM 3M Co. 0.33% 4,159 $611K Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 0.32% 1,126 $600K No change
XBI SS SPDR S&P Biotech ETF 0.31% 7,000 $568K Add +250.0%
IAU iShares Gold Trust 0.30% 9,512 $561K Reduce -11.7%
GIS General Mills Inc. 0.30% 9,364 $560K Reduce -2.1%
CELH Celsius Holdings Inc. 0.29% 15,002 $534K New
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 1,406 $521K No change
BABA Alibaba Group Holding-SP ADR 0.28% 3,894 $515K Add +3.9%
FAS Dirx DLY Finacial B3X ETF-Ui 0.27% 3,200 $506K No change
KRE SS SPDR S&P Regional Bank 0.26% 8,410 $478K Reduce -4.5%
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.25% 15,800 $462K No change
DLS Wisdomtree Intl S/C DVD Fund 0.23% 6,471 $427K No change
DE Deere & Co. 0.23% 906 $425K No change
SBUX Starbucks Corp. 0.23% 4,322 $424K Reduce -1.0%
EMR Emerson Electric Co. 0.22% 3,795 $416K Reduce -3.6%
GEHC GE Healthcare Technology 0.22% 5,079 $410K Reduce -2.5%
TQQQ Proshares Ultrapro QQQ 0.22% 7,100 $407K No change
KO The Coca-Cola Co. 0.22% 5,600 $401K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 4,062 $401K Reduce -0.2%
SCHW Schwab (charles) Corp. 0.21% 5,000 $391K No change
IAT iShares US Regional Banks Et 0.20% 7,992 $373K No change
EWZ iShares MSCI Brazil ETF 0.20% 14,325 $370K No change
EWJ iShares MSCI Japan ETF 0.19% 5,282 $362K No change
PNC PNC Financial Services Group 0.19% 2,010 $353K No change
JOE The St Joe Co. 0.19% 7,384 $347K Add +7.3%
MRK Merck & Co. Inc. 0.18% 3,785 $340K Add +0.4%
ISRG Intuitive Surgical Inc. 0.18% 675 $334K No change
IYR iShares US Real Estate ETF 0.18% 3,461 $331K No change
INDY iShares India 50 ETF 0.16% 6,005 $305K No change
WAT Waters Corp. 0.16% 815 $300K No change
XLE SS Energy Select Sector 0.16% 3,120 $292K No change
EWN iShares MSCI Netherlands ETF 0.16% 6,222 $291K No change
KBH KB Home 0.16% 4,970 $289K Reduce -12.3%
GLD SPDR Gold Shares 0.15% 956 $275K Reduce -11.1%
UBER Uber Technologies Inc. 0.15% 3,729 $272K No change
KMB Kimberly-Clark Corp. 0.14% 1,790 $255K Reduce -5.3%
EWD iShares MSCI Sweden ETF 0.13% 5,679 $239K No change
DWM Wisdomtree International Equ 0.13% 4,100 $238K No change
BDX Becton Dickinson and Co. 0.12% 1,000 $229K No change
VZ Verizon Communications Inc. 0.12% 4,828 $219K New
GPC Genuine Parts Co. 0.11% 1,740 $207K No change
JD Jd.com Inc.-ADR 0.11% 5,000 $206K New
TIP iShares Tips Bond ETF 0.11% 1,850 $206K No change

Show all 140 holdings

Portfolio Sells Q4 2024 → Q1 2025
AMZN Amazon.com Inc. Reduce -1.0% 12.69% −1.73
TSLA Tesla Inc. Reduce -0.1% 2.57% −1.34
NVDA Nvidia Corp. Reduce -2.0% 3.90% −0.91
MSFT Microsoft Corp. Reduce -0.0% 2.76% −0.26
AAPL Apple Inc. Reduce -4.0% 1.70% −0.25
IJR iShares Core S&P Small-Cap E Reduce -1.7% 1.59% −0.15
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −0.11
GOOGL Alphabet Inc. Class A Reduce -3.2% 0.43% −0.10
ISCV iShares Morningstar Small-Ca Reduce -1.5% 1.45% −0.09
Z Zillow Group Inc. Class C Reduce -9.1% 0.41% −0.07
MS Morgan Stanley Reduce -1.6% 0.76% −0.05
GEV GE Vernova Inc. Reduce -1.5% 0.66% −0.04
KBH KB Home Reduce -12.3% 0.16% −0.04
EMR Emerson Electric Co. Reduce -3.6% 0.22% −0.03
IWS iShares Russell Mid-Cap Valu Reduce -5.1% 0.57% −0.03
DIS The Walt Disney Co. Reduce -0.2% 0.22% −0.02
KRE SS SPDR S&P Regional Bank Reduce -4.5% 0.26% −0.02
GIS General Mills Inc. Reduce -2.1% 0.30% −0.02
GS Goldman Sachs Group Inc. Reduce -2.5% 0.36% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.4% 0.62% −0.02
META Meta Platforms Inc. Class A Reduce -0.7% 0.67% +0.00
GEHC GE Healthcare Technology Reduce -2.5% 0.22% +0.01
KMB Kimberly-Clark Corp. Reduce -5.3% 0.14% +0.01
GLD SPDR Gold Shares Reduce -11.1% 0.15% +0.01
XLF SS Financial Select Sector Reduce -2.1% 0.38% +0.01
SBUX Starbucks Corp. Reduce -1.0% 0.23% +0.02
IAU iShares Gold Trust Reduce -11.7% 0.30% +0.02
JPM JPMorgan Chase & Co. Reduce -1.5% 0.89% +0.03
MMM 3M Co. Reduce -2.5% 0.33% +0.04
GE General Electric Reduce -0.3% 1.75% +0.32
EUFN iShares MSCI Europe Financia Reduce -3.3% 1.91% +0.33
AIG American International Group Reduce -1.5% 1.98% +0.34

Portfolio Buys Q4 2024 → Q1 2025
KWEB Kranesh Csi China Internet Add +13.3% 2.03% +0.57
PRCH Porch Group Inc. Add +10.8% 0.80% +0.33
FXI iShares China Large-Cap ETF Add +4.0% 1.48% +0.30
CELH Celsius Holdings Inc. New 0.29% +0.29
VOO Vanguard S&P 500 ETF Add +6.9% 5.37% +0.23
VSS Vanguard Ftse All Wo X-US SC Add +7.0% 2.33% +0.23
JNJ Johnson & Johnson Add +2.7% 1.29% +0.22
XBI SS SPDR S&P Biotech ETF Add +250.0% 0.31% +0.21
T AT&T Inc. Add +7.3% 0.72% +0.19
EFA iShares MSCI Eafe ETF Add +9.7% 1.04% +0.18
EWG iShares MSCI Germany ETF Add +4.6% 0.85% +0.17
MO Altria Group Inc. Add +6.3% 0.80% +0.16
BMY Bristol-Myers Squibb Co. Add +1.8% 1.11% +0.12
VZ Verizon Communications Inc. New 0.12% +0.12
IWM iShares Russell 2000 ETF Add +21.2% 1.06% +0.12
JD Jd.com Inc.-ADR New 0.11% +0.11
BABA Alibaba Group Holding-SP ADR Add +3.9% 0.28% +0.11
DGX Quest Diagnostics Inc. New 0.11% +0.11
IBM Intl Business Machines Corp. New 0.11% +0.11
C Citigroup Inc. Add +1.2% 2.36% +0.10
PG The Procter & Gamble Co. Add +0.5% 1.92% +0.09
IEUR iShares Core MSCI Europe ETF Add +3.2% 0.54% +0.08
COST Costco Wholesale Corp. Add +0.4% 1.37% +0.08
IEMG iShares Core MSCI Emerging Add +16.3% 0.42% +0.08
EEM iShares MSCI Emerging Market Add +0.8% 0.96% +0.07
QQQ Invesco QQQ Trust Series 1 Add +12.0% 0.98% +0.05
PEP Pepsico Inc. Add +2.5% 1.37% +0.05
DVY iShares Select Dividend ETF Add +0.6% 0.70% +0.04
JOE The St Joe Co. Add +7.3% 0.19% +0.02
IWN iShares Russell 2000 Value E Add +6.5% 3.70% +0.01
BHC Bausch Health Cos Inc. Add +27.0% 0.08% +0.00
MRK Merck & Co. Inc. Add +0.4% 0.18% −0.01
CLX Clorox Company Add +3.6% 0.79% −0.03
GOOG Alphabet Inc. Class C Add +12.7% 0.83% −0.05
VB Vanguard Most SM-Cap ETF-Usd Add +1.2% 1.24% −0.06
BAC Bank of America Corp. Add +0.3% 3.71% −0.09
XHB SS SPDR S&P Homebldrs ETF Add +1.9% 3.02% −0.10
CAT Caterpillar Inc. Add +1.5% 2.40% −0.14

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