Viewpoint Capital Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Viewpoint Capital Management LLC reported 150 stock positions worth $227.2 million. Its top holding was Amazon.com (AMZN) at 11.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.3%) and Nvidia (NVDA, 5.2%). Compared with Q2 2025, it opened 16 new positions, sold out of 2, added to 30 and reduced 32. The biggest buy was iShares Biotechnology ETF (IBB, shares +1532%) and the biggest sale Amazon.com (AMZN, shares −0%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$227.2M (Q3 2025)
SEC Filing
0001398344-25-019500 ↗ filed Oct 22, 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 Q2 2025 Q3 2025: $227.2M $227.2M Q3 2025 Q4 2025: $230.9M Q4 2025 Q1 2026: $214.0M Q1 2026 Q2 2026: $196.3M Q2 2026

Holdings 150 stocks · $227.2M
AMZN Amazon.com Inc. 11.91% 123,239 $27.1M Reduce -0.0%
VOO Vanguard S&P 500 ETF 5.28% 19,585 $12.0M No change
NVDA Nvidia Corp. 5.17% 62,957 $11.7M Reduce -4.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.77% 165,864 $8.6M Add +0.6%
TSLA Tesla Inc. 3.61% 18,445 $8.2M Reduce -0.9%
IWN iShares Russell 2000 Value E 3.61% 46,394 $8.2M Add +2.3%
MSFT Microsoft Corp. 3.12% 13,681 $7.1M Add +0.1%
XHB SS SPDR S&P Homebldrs ETF 2.86% 58,729 $6.5M Add +2.2%
C Citigroup Inc. 2.75% 61,500 $6.2M No change
CAT Caterpillar Inc. 2.68% 12,765 $6.1M No change
VSS Vanguard Ftse All Wo X-US SC 2.42% 38,595 $5.5M Add +2.9%
GE General Electric filed as GE AEROSPACE 2.11% 15,900 $4.8M No change
ORCL Oracle Corp. 2.07% 16,726 $4.7M Add +0.1%
KWEB Kranesh Csi China Internet 2.05% 110,806 $4.7M Add +2.1%
EUFN iShares MSCI Europe Financia 1.92% 127,041 $4.4M Add +2.0%
AAPL Apple Inc. 1.56% 13,943 $3.6M Reduce -1.8%
PRCH Porch Group Inc. 1.55% 209,900 $3.5M Add +0.7%
IJR iShares Core S&P Small-Cap E 1.48% 28,269 $3.4M No change
AIG American International Group 1.41% 40,794 $3.2M Reduce -1.5%
FXI iShares China Large-Cap ETF 1.36% 75,123 $3.1M No change
ISCV iShares Morningstar Small-Ca 1.33% 45,274 $3.0M No change
PG The Procter & Gamble Co. 1.32% 19,548 $3.0M Reduce -3.4%
HD Home Depot Inc. 1.22% 6,846 $2.8M Add +0.1%
VB Vanguard Most SM-Cap ETF-Usd 1.17% 10,453 $2.7M No change
JNJ Johnson & Johnson 1.17% 14,290 $2.6M Reduce -0.3%
IWM iShares Russell 2000 ETF 1.16% 10,854 $2.6M Add +7.9%
COST Costco Wholesale Corp. 1.10% 2,705 $2.5M Add +0.4%
GEV GE Vernova Inc. 1.08% 3,996 $2.5M Reduce -0.5%
QQQ Invesco QQQ Trust Series 1 1.06% 3,999 $2.4M Add +7.1%
GOOG Alphabet Inc. Class C 1.00% 9,321 $2.3M Reduce -1.1%
PEP Pepsico Inc. 0.99% 15,960 $2.2M Reduce -4.5%
EFA iShares MSCI Eafe ETF 0.95% 23,097 $2.2M Add +3.0%
EEM iShares MSCI Emerging Market 0.94% 39,966 $2.1M No change
JPM JPMorgan Chase & Co. 0.92% 6,655 $2.1M Reduce -0.1%
MS Morgan Stanley 0.83% 11,894 $1.9M Reduce -1.9%
IBB iShares Biotechnology ETF 0.81% 12,730 $1.8M Add +1532.0%
EWG iShares MSCI Germany ETF 0.79% 43,181 $1.8M Add +0.4%
MO Altria Group Inc. 0.68% 23,478 $1.6M Add +0.5%
META Meta Platforms Inc. Class A 0.66% 2,043 $1.5M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.64% 2,197 $1.5M Add +6.6%
VWO Vanguard Ftse Emerging Marke 0.64% 26,755 $1.4M Add +0.1%
BMY Bristol-Myers Squibb Co. 0.63% 31,818 $1.4M Reduce -4.3%
XOM Exxon Mobil Corp. 0.62% 12,451 $1.4M Reduce -3.7%
DVY iShares Select Dividend ETF 0.61% 9,805 $1.4M Add +0.4%
T AT&T Inc. 0.59% 47,660 $1.3M Add +1.4%
GOOGL Alphabet Inc. Class A 0.53% 4,928 $1.2M Add +0.6%
CLX Clorox Company 0.53% 9,713 $1.2M Add +0.8%
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.51% 25,800 $1.2M No change
IWS iShares Russell Mid-Cap Valu 0.51% 8,299 $1.2M Reduce -0.5%
IEUR iShares Core MSCI Europe ETF 0.50% 16,570 $1.1M No change
EPI Wisdomtree India Earnings 0.47% 23,972 $1.1M No change
XBI SS SPDR S&P Biotech ETF 0.44% 10,000 $1.0M No change
IEMG iShares Core MSCI Emerging 0.43% 14,735 $971K Add +8.7%
VEA Vanguard Ftse Developed ETF 0.40% 15,346 $920K No change
GS Goldman Sachs Group Inc. 0.40% 1,133 $902K Reduce -4.0%
IWP iShares Russell Mid-Cap Grow 0.38% 6,000 $854K No change
Z Zillow Group Inc. Class C 0.35% 10,284 $792K Reduce -8.1%
XLF SS Financial Select Sector 0.34% 14,242 $767K No change
TQQQ Proshares Ultrapro QQQ 0.32% 7,100 $734K No change
ABBV Abbvie Inc. 0.31% 3,057 $708K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 1,406 $674K No change
MMM 3M Co. 0.28% 4,144 $643K Reduce -0.4%
IAU iShares Gold Trust 0.26% 8,094 $589K Reduce -14.0%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 1,139 $573K Add +0.6%
KRE SS SPDR S&P Regional Bank 0.22% 8,010 $507K Reduce -4.8%
DLS Wisdomtree Intl S/C DVD Fund 0.22% 6,221 $495K Reduce -3.4%
EMR Emerson Electric Co. 0.22% 3,725 $489K Reduce -1.8%
SCHW Schwab (charles) Corp. 0.21% 5,000 $477K No change
GIS General Mills Inc. 0.21% 9,364 $472K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 4,062 $465K No change
GGLL Direxion Daily Googl Bull 2X 0.19% 7,000 $442K No change
EWZ iShares MSCI Brazil ETF 0.19% 14,175 $439K No change
EWJ iShares MSCI Japan ETF 0.19% 5,282 $424K No change
JOE The St Joe Co. 0.18% 8,384 $415K No change
PNC PNC Financial Services Group 0.18% 2,010 $404K No change
IAT iShares US Regional Banks Et 0.17% 7,290 $383K Reduce -8.8%
PLTR Palantir Technologies Inc. Class A 0.17% 2,094 $382K Reduce -3.2%
KO The Coca-Cola Co. 0.16% 5,604 $372K Add +0.0%
UBER Uber Technologies Inc. 0.16% 3,729 $365K Reduce -0.1%
EWN iShares MSCI Netherlands ETF 0.16% 6,222 $361K No change
GEHC GE Healthcare Technology 0.15% 4,638 $348K Reduce -4.8%
GLD SPDR Gold Shares 0.14% 900 $320K Add +1.1%
KBH KB Home 0.14% 4,970 $316K No change
DE Deere & Co. 0.14% 686 $314K No change
INDY iShares India 50 ETF 0.13% 6,005 $306K No change
ISRG Intuitive Surgical Inc. 0.13% 675 $302K No change
MRK Merck & Co. Inc. 0.13% 3,571 $300K Add +0.9%
IYR iShares US Real Estate ETF 0.13% 3,031 $294K No change
SBUX Starbucks Corp. 0.13% 3,366 $285K No change
VGT Vanguard Info Tech ETF 0.12% 377 $281K No change
DWM Wisdomtree International Equ 0.12% 4,100 $271K No change
EWD iShares MSCI Sweden ETF 0.12% 5,679 $268K No change
XLE SS Energy Select Sector 0.11% 2,920 $261K Reduce -6.4%
WAT Waters Corp. 0.11% 815 $244K No change
ETHE Grayscale Ethereum Staking E 0.11% 7,000 $240K New
EWA iShares MSCI Australia ETF 0.10% 8,495 $229K No change
NFLX Netflix Inc. 0.10% 191 $229K Reduce -2.0%
DGX Quest Diagnostics Inc. 0.10% 1,200 $229K No change
NIO Nio Inc. - ADR 0.10% 30,000 $229K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 810 $229K No change

Show all 150 holdings

Portfolio Sells Q2 2025 → Q3 2025
AMZN Amazon.com Inc. Reduce -0.0% 11.91% −1.36
AIG American International Group Reduce -1.5% 1.41% −0.33
PG The Procter & Gamble Co. Reduce -3.4% 1.32% −0.26
BMY Bristol-Myers Squibb Co. Reduce -4.3% 0.63% −0.12
PEP Pepsico Inc. Reduce -4.5% 0.99% −0.10
META Meta Platforms Inc. Class A Reduce -0.5% 0.66% −0.08
XOM Exxon Mobil Corp. Reduce -3.7% 0.62% −0.07
BHC Bausch Health Cos Inc. Reduce -38.1% 0.05% −0.04
Z Zillow Group Inc. Class C Reduce -8.1% 0.35% −0.04
EMR Emerson Electric Co. Reduce -1.8% 0.22% −0.03
IWS iShares Russell Mid-Cap Valu Reduce -0.5% 0.51% −0.03
IAU iShares Gold Trust Reduce -14.0% 0.26% −0.03
MMM 3M Co. Reduce -0.4% 0.28% −0.03
NFLX Netflix Inc. Reduce -2.0% 0.10% −0.03
IAT iShares US Regional Banks Et Reduce -8.8% 0.17% −0.03
GEHC GE Healthcare Technology Reduce -4.8% 0.15% −0.02
JPM JPMorgan Chase & Co. Reduce -0.1% 0.92% −0.02
KRE SS SPDR S&P Regional Bank Reduce -4.8% 0.22% −0.02
DLS Wisdomtree Intl S/C DVD Fund Reduce -3.4% 0.22% −0.02
XLE SS Energy Select Sector Reduce -6.4% 0.11% −0.01
EWW iShares MSCI Mexico ETF Sold out 0.00% −0.01
GS Goldman Sachs Group Inc. Reduce -4.0% 0.40% −0.01
UBER Uber Technologies Inc. Reduce -0.1% 0.16% −0.01
IJS iShares S&P Small-Cap 600 Va Sold out 0.00% −0.01
MS Morgan Stanley Reduce -1.9% 0.83% −0.01
CLOV Clover Health Investments Co. Reduce -1.6% 0.04% −0.00
SANA Sana Biotechnology Inc. Reduce -16.1% 0.04% −0.00
PLTR Palantir Technologies Inc. Class A Reduce -3.2% 0.17% +0.02
GEV GE Vernova Inc. Reduce -0.5% 1.08% +0.04
NVDA Nvidia Corp. Reduce -4.1% 5.17% +0.08
JNJ Johnson & Johnson Reduce -0.3% 1.17% +0.09
AAPL Apple Inc. Reduce -1.8% 1.56% +0.13
GOOG Alphabet Inc. Class C Reduce -1.1% 1.00% +0.18
TSLA Tesla Inc. Reduce -0.9% 3.61% +0.71

Portfolio Buys Q2 2025 → Q3 2025
IBB iShares Biotechnology ETF Add +1532.0% 0.81% +0.76
PRCH Porch Group Inc. Add +0.7% 1.55% +0.35
ORCL Oracle Corp. Add +0.1% 2.07% +0.28
KWEB Kranesh Csi China Internet Add +2.1% 2.05% +0.22
ETHE Grayscale Ethereum Staking E New 0.11% +0.11
GOOGL Alphabet Inc. Class A Add +0.6% 0.53% +0.10
IWN iShares Russell 2000 Value E Add +2.3% 3.61% +0.10
ARKK ARK Innovation ETF New 0.10% +0.10
GLW Corning Inc. New 0.09% +0.09
IWM iShares Russell 2000 ETF Add +7.9% 1.16% +0.09
XHB SS SPDR S&P Homebldrs ETF Add +2.2% 2.86% +0.09
QQQ Invesco QQQ Trust Series 1 Add +7.1% 1.06% +0.05
IEMG iShares Core MSCI Emerging Add +8.7% 0.43% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +6.6% 0.64% +0.02
MO Altria Group Inc. Add +0.5% 0.68% +0.01
GLD SPDR Gold Shares Add +1.1% 0.14% +0.01
IVV iShares Core S&P 500 ETF New 0.01% +0.01
MBB iShares MBS ETF New 0.00% +0.00
IEF iShares 7-10 Year Treasury B New 0.00% +0.00
EFV iShares MSCI Eafe Value ETF New 0.00% +0.00
IVW iShares S&P 500 Growth ETF New 0.00% +0.00
IVE iShares S&P 500 Value ETF New 0.00% +0.00
IGSB iShares 1-5Y Inv Grade Corp. New 0.00% +0.00
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 0.00% +0.00
USIG iShares Broad Usd Investment New 0.00% +0.00
IYW iShares Ustechnology ETF Add +2400.0% 0.00% +0.00
OEF iShares S&P 100 ETF New 0.00% +0.00
EFG iShares MSCI Eafe Growth ETF New 0.00% +0.00
TLH iShares 10-20 Year Treasury New 0.00% +0.00
EMB iShares JP Morgan Usd Emergi New 0.00% +0.00
MRK Merck & Co. Inc. Add +0.9% 0.13% −0.01
VZ Verizon Communications Inc. Add +0.1% 0.09% −0.01
HD Home Depot Inc. Add +0.1% 1.22% −0.01
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.64% −0.01
EUFN iShares MSCI Europe Financia Add +2.0% 1.92% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.25% −0.02
DVY iShares Select Dividend ETF Add +0.4% 0.61% −0.02
KO The Coca-Cola Co. Add +0.0% 0.16% −0.03
EFA iShares MSCI Eafe ETF Add +3.0% 0.95% −0.03
CLX Clorox Company Add +0.8% 0.53% −0.04
VSS Vanguard Ftse All Wo X-US SC Add +2.9% 2.42% −0.05
BAC Bank of America Corp. Add +0.6% 3.77% −0.06
T AT&T Inc. Add +1.4% 0.59% −0.07
EWG iShares MSCI Germany ETF Add +0.4% 0.79% −0.10
COST Costco Wholesale Corp. Add +0.4% 1.10% −0.21
MSFT Microsoft Corp. Add +0.1% 3.12% −0.22

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