Viewpoint Capital Management LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Viewpoint Capital Management LLC reported 136 stock positions worth $203.8 million. Its top holding was Amazon.com (AMZN) at 13.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.5%) and Nvidia (NVDA, 5.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 9, added to 21 and reduced 44. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale an exit from Direxion DLY Ftse CH BL3X-Ui (YINN).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$203.8M (Q2 2025)
SEC Filing
0001398344-25-013538 ↗ filed Jul 23, 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 Q1 2025 Q2 2025: $203.8M $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 · $203.8M
AMZN Amazon.com Inc. 13.27% 123,276 $27.0M Reduce -0.5%
VOO Vanguard S&P 500 ETF 5.46% 19,585 $11.1M Add +0.9%
NVDA Nvidia Corp. 5.09% 65,662 $10.4M Reduce -1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.83% 164,864 $7.8M Reduce -0.3%
IWN iShares Russell 2000 Value E 3.51% 45,362 $7.2M Reduce -0.5%
MSFT Microsoft Corp. 3.34% 13,671 $6.8M Add +0.2%
TSLA Tesla Inc. 2.90% 18,613 $5.9M Add +0.9%
XHB SS SPDR S&P Homebldrs ETF 2.78% 57,479 $5.7M Reduce -0.9%
C Citigroup Inc. 2.57% 61,500 $5.2M Reduce -0.5%
VSS Vanguard Ftse All Wo X-US SC 2.47% 37,505 $5.0M Add +0.3%
CAT Caterpillar Inc. 2.43% 12,765 $5.0M Reduce -5.5%
GE General Electric filed as GE AEROSPACE 2.01% 15,900 $4.1M Reduce -2.4%
EUFN iShares MSCI Europe Financia 1.93% 124,541 $3.9M Reduce -0.2%
KWEB Kranesh Csi China Internet 1.83% 108,476 $3.7M Add +0.3%
ORCL Oracle Corp. 1.79% 16,714 $3.7M Reduce -0.0%
AIG American International Group 1.74% 41,424 $3.5M Reduce -2.4%
PG The Procter & Gamble Co. 1.58% 20,231 $3.2M Reduce -3.3%
IJR iShares Core S&P Small-Cap E 1.52% 28,269 $3.1M No change
AAPL Apple Inc. 1.43% 14,200 $2.9M Reduce -0.0%
ISCV iShares Morningstar Small-Ca 1.36% 45,274 $2.8M Reduce -0.3%
FXI iShares China Large-Cap ETF 1.35% 75,123 $2.8M Reduce -2.3%
COST Costco Wholesale Corp. 1.31% 2,695 $2.7M Add +0.2%
HD Home Depot Inc. 1.23% 6,840 $2.5M No change
VB Vanguard Most SM-Cap ETF-Usd 1.22% 10,453 $2.5M Add +0.5%
PRCH Porch Group Inc. 1.21% 208,400 $2.5M Add +1.7%
PEP Pepsico Inc. 1.08% 16,714 $2.2M Reduce -1.8%
JNJ Johnson & Johnson 1.07% 14,339 $2.2M Reduce -0.7%
IWM iShares Russell 2000 ETF 1.07% 10,063 $2.2M Add +1.8%
GEV GE Vernova Inc. 1.04% 4,016 $2.1M Add +0.3%
QQQ Invesco QQQ Trust Series 1 1.01% 3,733 $2.1M Reduce -3.9%
EFA iShares MSCI Eafe ETF 0.98% 22,427 $2.0M Reduce -5.6%
JPM JPMorgan Chase & Co. 0.95% 6,660 $1.9M Reduce -0.8%
EEM iShares MSCI Emerging Market 0.95% 39,966 $1.9M Reduce -1.6%
EWG iShares MSCI Germany ETF 0.89% 43,027 $1.8M Add +0.7%
MS Morgan Stanley 0.84% 12,119 $1.7M No change
GOOG Alphabet Inc. Class C 0.82% 9,426 $1.7M Reduce -5.0%
BMY Bristol-Myers Squibb Co. 0.76% 33,254 $1.5M Reduce -1.4%
META Meta Platforms Inc. Class A 0.74% 2,054 $1.5M Reduce -4.9%
XOM Exxon Mobil Corp. 0.68% 12,929 $1.4M No change
MO Altria Group Inc. 0.67% 23,358 $1.4M Reduce -5.6%
T AT&T Inc. 0.67% 47,001 $1.4M Reduce -0.8%
VWO Vanguard Ftse Emerging Marke 0.65% 26,735 $1.3M Reduce -0.3%
DVY iShares Select Dividend ETF 0.64% 9,765 $1.3M Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 2,061 $1.3M No change
CLX Clorox Company 0.57% 9,636 $1.2M Reduce -3.5%
EPI Wisdomtree India Earnings 0.56% 23,972 $1.1M No change
IWS iShares Russell Mid-Cap Valu 0.54% 8,339 $1.1M Reduce -0.6%
IEUR iShares Core MSCI Europe ETF 0.54% 16,570 $1.1M No change
VEA Vanguard Ftse Developed ETF 0.43% 15,346 $875K Reduce -2.2%
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.42% 25,800 $865K Add +63.3%
GOOGL Alphabet Inc. Class A 0.42% 4,900 $863K Reduce -6.0%
GS Goldman Sachs Group Inc. 0.41% 1,180 $835K Reduce -4.8%
IWP iShares Russell Mid-Cap Grow 0.41% 6,000 $832K No change
XBI SS SPDR S&P Biotech ETF 0.41% 10,000 $829K Add +42.9%
IEMG iShares Core MSCI Emerging 0.40% 13,557 $814K Reduce -7.3%
Z Zillow Group Inc. Class C 0.38% 11,184 $783K No change
XLF SS Financial Select Sector 0.37% 14,242 $746K No change
MMM 3M Co. 0.31% 4,159 $633K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 1,406 $616K No change
TQQQ Proshares Ultrapro QQQ 0.29% 7,100 $589K No change
IAU iShares Gold Trust 0.29% 9,409 $587K Reduce -1.1%
ABBV Abbvie Inc. 0.28% 3,057 $567K No change
BRK.B Berkshire Hathaway Inc. Class B 0.27% 1,132 $550K Add +0.5%
EMR Emerson Electric Co. 0.25% 3,795 $506K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 4,062 $504K No change
KRE SS SPDR S&P Regional Bank 0.24% 8,410 $499K No change
GIS General Mills Inc. 0.24% 9,364 $485K No change
DLS Wisdomtree Intl S/C DVD Fund 0.24% 6,441 $484K Reduce -0.5%
SCHW Schwab (charles) Corp. 0.22% 5,000 $456K No change
EWZ iShares MSCI Brazil ETF 0.20% 14,175 $409K Reduce -1.1%
JOE The St Joe Co. 0.20% 8,384 $400K Add +13.5%
KO The Coca-Cola Co. 0.19% 5,602 $396K Add +0.0%
IAT iShares US Regional Banks Et 0.19% 7,992 $396K No change
EWJ iShares MSCI Japan ETF 0.19% 5,282 $396K No change
PNC PNC Financial Services Group 0.18% 2,010 $375K No change
ISRG Intuitive Surgical Inc. 0.18% 675 $367K No change
GEHC GE Healthcare Technology 0.18% 4,874 $361K Reduce -4.0%
DE Deere & Co. 0.17% 686 $349K Reduce -24.3%
UBER Uber Technologies Inc. 0.17% 3,734 $348K Add +0.1%
EWN iShares MSCI Netherlands ETF 0.17% 6,222 $339K No change
INDY iShares India 50 ETF 0.16% 6,005 $327K No change
SBUX Starbucks Corp. 0.15% 3,366 $308K Reduce -22.1%
PLTR Palantir Technologies Inc. Class A 0.14% 2,164 $295K New
IYR iShares US Real Estate ETF 0.14% 3,031 $287K Reduce -12.4%
WAT Waters Corp. 0.14% 815 $284K No change
MRK Merck & Co. Inc. 0.14% 3,539 $280K Reduce -6.5%
GLD SPDR Gold Shares 0.13% 890 $271K Reduce -6.9%
XLE SS Energy Select Sector 0.13% 3,120 $265K No change
KBH KB Home 0.13% 4,970 $263K No change
NFLX Netflix Inc. 0.13% 195 $261K New
DWM Wisdomtree International Equ 0.13% 4,100 $261K No change
EWD iShares MSCI Sweden ETF 0.13% 5,679 $260K No change
VGT Vanguard Info Tech ETF 0.12% 377 $250K No change
GGLL Direxion Daily Googl Bull 2X 0.12% 7,000 $243K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 810 $239K No change
KMB Kimberly-Clark Corp. 0.11% 1,790 $231K No change
EWA iShares MSCI Australia ETF 0.11% 8,495 $224K No change
DGX Quest Diagnostics Inc. 0.11% 1,200 $216K No change
VZ Verizon Communications Inc. 0.10% 4,834 $209K Add +0.1%
ESML iShares ESG Aware MSCI USA S 0.10% 5,000 $207K New
TIP iShares Tips Bond ETF 0.10% 1,850 $204K No change
BHC Bausch Health Cos Inc. 0.09% 28,900 $192K Add +20.4%
VCR Vanguard Consumer Discre ETF 0.09% 521 $189K No change
VIS Vanguard Industrials ETF 0.08% 600 $168K No change
VFH Vanguard Financials ETF 0.08% 1,217 $155K No change
IWF iShares Russell 1000 Growth 0.08% 362 $154K No change
DON Wisdomtree US Midcap Dividen 0.06% 2,550 $128K No change
EWH iShares MSCI Hong Kong ETF 0.06% 6,241 $124K No change
EWC iShares MSCI Canada ETF 0.06% 2,470 $114K No change
NIO Nio Inc. - ADR 0.05% 30,000 $103K No change
IBB iShares Biotechnology ETF 0.05% 780 $99K No change
DES Wisdomtree US Smallcap Divid 0.04% 2,856 $91K No change
CLOV Clover Health Investments Co. 0.04% 30,500 $85K No change
SANA Sana Biotechnology Inc. 0.04% 28,045 $77K Add +19.1%
VTI VG Morningstar TS MKT ETF-US 0.03% 213 $65K Reduce -27.8%
XLRE SS Real Estate Select Sector 0.03% 1,314 $54K No change
ABEV Ambev SA-ADR 0.02% 16,300 $39K No change
IYJ iShares U.S. Industrials ETF 0.02% 235 $33K No change
EWW iShares MSCI Mexico ETF 0.01% 500 $30K New
EZA iShares MSCI South Africa Et 0.01% 540 $29K No change
DEM Wisdomtree Emerging Markets 0.01% 580 $26K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 100 $18K Reduce -39.8%
IUSV iShares Core S&P U.S. Value 0.01% 180 $17K No change
KBE SS SPDR S&P Bank ETF 0.01% 275 $15K No change
EIS iShares MSCI Israel ETF 0.01% 160 $15K No change
IJS iShares S&P Small-Cap 600 Va 0.01% 150 $15K No change
MUB iShares National Muni Bond E 0.01% 100 $10K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 142 $8K 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 $4K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 9 $3K No change
IYH iShares U.S. Healthcare ETF 0.00% 20 $1K No change
IYW iShares Ustechnology ETF 0.00% 1 $173 New
EWY iShares MSCI South Korea ETF 0.00% 1 $72 No change
ICLN iShares Global Clean Energy 0.00% 2 $27 No change

Portfolio Sells Q1 2025 → Q2 2025
YINN Direxion DLY Ftse CH BL3X-Ui Sold out 0.00% −0.46
BMY Bristol-Myers Squibb Co. Reduce -1.4% 0.76% −0.35
PG The Procter & Gamble Co. Reduce -3.3% 1.58% −0.34
PEP Pepsico Inc. Reduce -1.8% 1.08% −0.29
CELH Celsius Holdings Inc. Sold out 0.00% −0.29
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.28
FAS Dirx DLY Finacial B3X ETF-Ui Sold out 0.00% −0.27
AAPL Apple Inc. Reduce -0.0% 1.43% −0.27
AIG American International Group Reduce -2.4% 1.74% −0.25
XHB SS SPDR S&P Homebldrs ETF Reduce -0.9% 2.78% −0.24
CLX Clorox Company Reduce -3.5% 0.57% −0.22
JNJ Johnson & Johnson Reduce -0.7% 1.07% −0.21
IWN iShares Russell 2000 Value E Reduce -0.5% 3.51% −0.19
FXI iShares China Large-Cap ETF Reduce -2.3% 1.35% −0.13
MO Altria Group Inc. Reduce -5.6% 0.67% −0.13
BDX Becton Dickinson and Co. Sold out 0.00% −0.12
GPC Genuine Parts Co. Sold out 0.00% −0.11
JD Jd.com Inc.-ADR Sold out 0.00% −0.11
DPST Dirx DLY RGNL BNK B3X ETF-Ui Sold out 0.00% −0.10
ISCV iShares Morningstar Small-Ca Reduce -0.3% 1.36% −0.09
SBUX Starbucks Corp. Reduce -22.1% 0.15% −0.08
EFA iShares MSCI Eafe ETF Reduce -5.6% 0.98% −0.06
DE Deere & Co. Reduce -24.3% 0.17% −0.06
T AT&T Inc. Reduce -0.8% 0.67% −0.05
MRK Merck & Co. Inc. Reduce -6.5% 0.14% −0.05
GEHC GE Healthcare Technology Reduce -4.0% 0.18% −0.04
BB Blackberry Ltd. Sold out 0.00% −0.04
IYR iShares US Real Estate ETF Reduce -12.4% 0.14% −0.04
IWS iShares Russell Mid-Cap Valu Reduce -0.6% 0.54% −0.03
IEMG iShares Core MSCI Emerging Reduce -7.3% 0.40% −0.03
GLD SPDR Gold Shares Reduce -6.9% 0.13% −0.02
GOOG Alphabet Inc. Class C Reduce -5.0% 0.82% −0.01
IAU iShares Gold Trust Reduce -1.1% 0.29% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -27.8% 0.03% −0.01
GOOGL Alphabet Inc. Class A Reduce -6.0% 0.42% −0.01
EEM iShares MSCI Emerging Market Reduce -1.6% 0.95% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -39.8% 0.01% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.3% 0.65% −0.00
VEA Vanguard Ftse Developed ETF Reduce -2.2% 0.43% 0.00
EWZ iShares MSCI Brazil ETF Reduce -1.1% 0.20% +0.00
DLS Wisdomtree Intl S/C DVD Fund Reduce -0.5% 0.24% +0.01
EUFN iShares MSCI Europe Financia Reduce -0.2% 1.93% +0.02
QQQ Invesco QQQ Trust Series 1 Reduce -3.9% 1.01% +0.03
CAT Caterpillar Inc. Reduce -5.5% 2.43% +0.03
GS Goldman Sachs Group Inc. Reduce -4.8% 0.41% +0.05
JPM JPMorgan Chase & Co. Reduce -0.8% 0.95% +0.06
META Meta Platforms Inc. Class A Reduce -4.9% 0.74% +0.07
BAC Bank of America Corp. Reduce -0.3% 3.83% +0.11
C Citigroup Inc. Reduce -0.5% 2.57% +0.21
GE General Electric Reduce -2.4% 2.01% +0.25

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +0.2% 3.34% +0.58
PRCH Porch Group Inc. Add +1.7% 1.21% +0.40
GEV GE Vernova Inc. Add +0.3% 1.04% +0.38
TSLA Tesla Inc. Add +0.9% 2.90% +0.33
TNA Dir Dai SML Ca Bul 3X Et-Usd Add +63.3% 0.42% +0.18
VSS Vanguard Ftse All Wo X-US SC Add +0.3% 2.47% +0.15
PLTR Palantir Technologies Inc. Class A New 0.14% +0.14
NFLX Netflix Inc. New 0.13% +0.13
ESML iShares ESG Aware MSCI USA S New 0.10% +0.10
XBI SS SPDR S&P Biotech ETF Add +42.9% 0.41% +0.10
VOO Vanguard S&P 500 ETF Add +0.9% 5.46% +0.09
EWG iShares MSCI Germany ETF Add +0.7% 0.89% +0.04
UBER Uber Technologies Inc. Add +0.1% 0.17% +0.02
SANA Sana Biotechnology Inc. Add +19.1% 0.04% +0.02
EWW iShares MSCI Mexico ETF New 0.01% +0.01
BHC Bausch Health Cos Inc. Add +20.4% 0.09% +0.01
JOE The St Joe Co. Add +13.5% 0.20% +0.01
IWM iShares Russell 2000 ETF Add +1.8% 1.07% +0.00
IYW iShares Ustechnology ETF New 0.00% +0.00
VZ Verizon Communications Inc. Add +0.1% 0.10% −0.02
KO The Coca-Cola Co. Add +0.0% 0.19% −0.02
VB Vanguard Most SM-Cap ETF-Usd Add +0.5% 1.22% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 0.27% −0.05
COST Costco Wholesale Corp. Add +0.2% 1.31% −0.06
DVY iShares Select Dividend ETF Add +0.6% 0.64% −0.07
KWEB Kranesh Csi China Internet Add +0.3% 1.83% −0.20

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