Viewpoint Capital Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Viewpoint Capital Management LLC reported 134 stock positions worth $230.9 million. Its top holding was Amazon.com (AMZN) at 12.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.3%) and Nvidia (NVDA, 4.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 19, added to 29 and reduced 23. The biggest buy was a new position in Sofi Technologies (SOFI) and the biggest sale Porch (PRCH, shares −1%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$230.9M (Q4 2025)
SEC Filing
0001398344-26-002697 ↗ filed Feb 11, 2026

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 Q3 2025 Q4 2025: $230.9M $230.9M Q4 2025 Q1 2026: $214.0M Q1 2026 Q2 2026: $196.3M Q2 2026

Holdings 134 stocks · $230.9M
AMZN Amazon.com Inc. 12.47% 124,763 $28.8M Add +1.2%
VOO Vanguard S&P 500 ETF 5.32% 19,585 $12.3M No change
NVDA Nvidia Corp. 4.85% 60,009 $11.2M Reduce -4.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.94% 165,284 $9.1M Reduce -0.3%
IWN iShares Russell 2000 Value E 3.73% 47,566 $8.6M Add +2.5%
TSLA Tesla Inc. 3.63% 18,648 $8.4M Add +1.1%
CAT Caterpillar Inc. 3.18% 12,806 $7.3M Add +0.3%
C Citigroup Inc. 3.08% 60,890 $7.1M Reduce -1.0%
MSFT Microsoft Corp. 2.87% 13,682 $6.6M Add +0.0%
XHB SS SPDR S&P Homebldrs ETF 2.64% 59,209 $6.1M Add +0.8%
VSS Vanguard Ftse All Wo X-US SC 2.42% 39,057 $5.6M Add +1.2%
GE General Electric filed as GE AEROSPACE 2.10% 15,771 $4.9M Reduce -0.8%
EUFN iShares MSCI Europe Financia 2.04% 127,054 $4.7M Add +0.0%
KWEB Kranesh Csi China Internet 1.66% 112,590 $3.8M Add +1.6%
AAPL Apple Inc. 1.54% 13,110 $3.6M Reduce -6.0%
AIG American International Group 1.51% 40,794 $3.5M No change
IJR iShares Core S&P Small-Cap E 1.47% 28,269 $3.4M No change
ORCL Oracle Corp. 1.41% 16,714 $3.3M Reduce -0.1%
ISCV iShares Morningstar Small-Ca 1.35% 45,394 $3.1M Add +0.3%
JNJ Johnson & Johnson 1.29% 14,397 $3.0M Add +0.8%
GOOG Alphabet Inc. Class C 1.28% 9,392 $2.9M Add +0.8%
IWM iShares Russell 2000 ETF 1.26% 11,772 $2.9M Add +8.5%
FXI iShares China Large-Cap ETF 1.25% 75,123 $2.9M No change
PG The Procter & Gamble Co. 1.23% 19,745 $2.8M Add +1.0%
VB Vanguard Most SM-Cap ETF-Usd 1.17% 10,453 $2.7M No change
GEV GE Vernova Inc. 1.13% 4,008 $2.6M Add +0.3%
IBB iShares Biotechnology ETF 1.01% 13,836 $2.3M Add +8.7%
COST Costco Wholesale Corp. 1.00% 2,685 $2.3M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 1.00% 3,765 $2.3M Reduce -5.8%
EFA iShares MSCI Eafe ETF 1.00% 24,038 $2.3M Add +4.1%
PEP Pepsico Inc. 1.00% 16,065 $2.3M Add +0.7%
HD Home Depot Inc. 0.98% 6,560 $2.3M Reduce -4.2%
EEM iShares MSCI Emerging Market 0.95% 40,046 $2.2M Add +0.2%
MS Morgan Stanley 0.91% 11,894 $2.1M No change
JPM JPMorgan Chase & Co. 0.90% 6,480 $2.1M Reduce -2.6%
PRCH Porch Group Inc. 0.82% 208,500 $1.9M Reduce -0.7%
EWG iShares MSCI Germany ETF 0.80% 43,191 $1.8M Add +0.0%
BMY Bristol-Myers Squibb Co. 0.74% 31,771 $1.7M Reduce -0.1%
SOFI Sofi Technologies Inc. 0.69% 60,817 $1.6M New
GOOGL Alphabet Inc. Class A 0.67% 4,953 $1.6M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.65% 2,197 $1.5M No change
XOM Exxon Mobil Corp. 0.65% 12,379 $1.5M Reduce -0.6%
DVY iShares Select Dividend ETF 0.64% 10,419 $1.5M Add +6.3%
VWO Vanguard Ftse Emerging Marke 0.62% 26,735 $1.4M Reduce -0.1%
MO Altria Group Inc. 0.59% 23,572 $1.4M Add +0.4%
META Meta Platforms Inc. Class A 0.58% 2,040 $1.3M Reduce -0.1%
XBI SS SPDR S&P Biotech ETF 0.53% 10,000 $1.2M No change
T AT&T Inc. 0.52% 48,275 $1.2M Add +1.3%
IEUR iShares Core MSCI Europe ETF 0.51% 16,570 $1.2M No change
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.51% 25,800 $1.2M No change
EPI Wisdomtree India Earnings 0.48% 23,972 $1.1M No change
IEMG iShares Core MSCI Emerging 0.46% 15,786 $1.1M Add +7.1%
IWS iShares Russell Mid-Cap Valu 0.45% 7,299 $1.0M Reduce -12.1%
CLX Clorox Company 0.42% 9,698 $978K Reduce -0.1%
VEA Vanguard Ftse Developed ETF 0.42% 15,346 $959K No change
GS Goldman Sachs Group Inc. 0.41% 1,070 $941K Reduce -5.6%
IWP iShares Russell Mid-Cap Grow 0.36% 6,000 $822K No change
XLF SS Financial Select Sector 0.34% 14,242 $780K No change
TQQQ Proshares Ultrapro QQQ 0.32% 14,200 $749K No change
Z Zillow Group Inc. Class C 0.30% 10,284 $702K No change
ABBV Abbvie Inc. 0.30% 3,057 $698K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 1,406 $686K No change
GGLL Direxion Daily Googl Bull 2X 0.29% 7,000 $678K No change
IAU iShares Gold Trust 0.29% 8,244 $669K Add +1.9%
MMM 3M Co. 0.29% 4,144 $663K No change
BRK.B Berkshire Hathaway Inc. Class B 0.25% 1,146 $576K Add +0.6%
KRE SS SPDR S&P Regional Bank 0.22% 8,010 $519K No change
DLS Wisdomtree Intl S/C DVD Fund 0.22% 6,221 $504K No change
SCHW Schwab (charles) Corp. 0.22% 5,000 $500K No change
JOE The St Joe Co. 0.22% 8,384 $498K No change
EMR Emerson Electric Co. 0.21% 3,725 $494K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 4,062 $462K No change
EWZ iShares MSCI Brazil ETF 0.20% 14,175 $450K No change
GIS General Mills Inc. 0.19% 9,364 $435K No change
PNC PNC Financial Services Group 0.18% 2,010 $420K No change
PLTR Palantir Technologies Inc. Class A 0.17% 2,264 $402K Add +8.1%
IAT iShares US Regional Banks Et 0.17% 7,290 $402K No change
KO The Coca-Cola Co. 0.17% 5,609 $392K Add +0.1%
ISRG Intuitive Surgical Inc. 0.17% 675 $382K No change
GEHC GE Healthcare Technology 0.16% 4,638 $380K No change
MRK Merck & Co. Inc. 0.16% 3,543 $373K Reduce -0.8%
GLD SPDR Gold Shares 0.15% 900 $357K No change
EWJ iShares MSCI Japan ETF 0.15% 4,407 $356K Reduce -16.6%
EWN iShares MSCI Netherlands ETF 0.15% 6,222 $355K No change
DE Deere & Co. 0.14% 686 $319K No change
WAT Waters Corp. 0.13% 815 $310K No change
UBER Uber Technologies Inc. 0.13% 3,729 $305K No change
INDY iShares India 50 ETF 0.13% 6,005 $296K No change
VGT Vanguard Info Tech ETF 0.12% 377 $284K No change
SBUX Starbucks Corp. 0.12% 3,366 $283K No change
DWM Wisdomtree International Equ 0.12% 4,100 $282K No change
KBH KB Home 0.12% 4,970 $280K No change
EWD iShares MSCI Sweden ETF 0.12% 5,679 $280K No change
XLE SS Energy Select Sector 0.11% 5,840 $261K No change
IYR iShares US Real Estate ETF 0.11% 2,583 $243K Reduce -14.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 810 $240K No change
ESML iShares ESG Aware MSCI USA S 0.10% 5,000 $230K No change
GLW Corning Inc. 0.10% 2,600 $228K No change
EWA iShares MSCI Australia ETF 0.10% 8,495 $222K No change
LLY Eli Lilly & Co. 0.10% 206 $221K New
DGX Quest Diagnostics Inc. 0.09% 1,200 $208K No change
VCR Vanguard Consumer Discre ETF 0.09% 521 $205K No change
TIP iShares Tips Bond ETF 0.09% 1,850 $203K No change
VIS Vanguard Industrials ETF 0.08% 600 $179K No change
IWF iShares Russell 1000 Growth 0.07% 362 $171K No change
VFH Vanguard Financials ETF 0.07% 1,217 $162K No change
NIO Nio Inc. - ADR 0.07% 30,000 $153K No change
EWC iShares MSCI Canada ETF 0.06% 2,470 $133K No change
EWH iShares MSCI Hong Kong ETF 0.06% 6,241 $133K No change
DON Wisdomtree US Midcap Dividen 0.06% 2,550 $132K No change
SANA Sana Biotechnology Inc. 0.04% 23,545 $96K No change
DES Wisdomtree US Smallcap Divid 0.04% 2,856 $96K No change
THEMES ETF TR 0.04% 30,000 $95K New
VTI VG Morningstar TS MKT ETF-US 0.03% 213 $71K No change
CLOV Clover Health Investments Co. 0.03% 30,000 $71K No change
XLRE SS Real Estate Select Sector 0.02% 1,303 $53K Reduce -0.8%
ABEV Ambev SA-ADR 0.02% 16,300 $40K No change
EZA iShares MSCI South Africa Et 0.02% 540 $37K No change
IYJ iShares U.S. Industrials ETF 0.02% 235 $35K No change
DEM Wisdomtree Emerging Markets 0.01% 580 $27K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 100 $19K No change
IUSV iShares Core S&P U.S. Value 0.01% 180 $18K No change
EIS iShares MSCI Israel ETF 0.01% 160 $18K No change
KBE SS SPDR S&P Bank ETF 0.01% 275 $17K No change
MUB iShares National Muni Bond E 0.00% 100 $11K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.00% 142 $8K No change
XLB SS Materials Select Sector 0.00% 120 $5K No change
SUB iShares Short-Term National 0.00% 50 $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% 2 $399 Reduce -92.0%
EWY iShares MSCI South Korea ETF 0.00% 1 $97 No change
ICLN iShares Global Clean Energy 0.00% 2 $34 No change

Portfolio Sells Q3 2025 → Q4 2025
PRCH Porch Group Inc. Reduce -0.7% 0.82% −0.73
ORCL Oracle Corp. Reduce -0.1% 1.41% −0.66
NVDA Nvidia Corp. Reduce -4.7% 4.85% −0.32
HD Home Depot Inc. Reduce -4.2% 0.98% −0.24
ETHE Grayscale Ethereum Staking E Sold out 0.00% −0.11
CLX Clorox Company Reduce -0.1% 0.42% −0.10
NFLX Netflix Inc. Sold out 0.00% −0.10
COST Costco Wholesale Corp. Reduce -0.7% 1.00% −0.10
ARKK ARK Innovation ETF Sold out 0.00% −0.10
KMB Kimberly-Clark Corp. Sold out 0.00% −0.10
VZ Verizon Communications Inc. Sold out 0.00% −0.09
META Meta Platforms Inc. Class A Reduce -0.1% 0.58% −0.08
IWS iShares Russell Mid-Cap Valu Reduce -12.1% 0.45% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -5.8% 1.00% −0.06
BHC Bausch Health Cos Inc. Sold out 0.00% −0.05
EWJ iShares MSCI Japan ETF Reduce -16.6% 0.15% −0.03
IYR iShares US Real Estate ETF Reduce -14.8% 0.11% −0.02
JPM JPMorgan Chase & Co. Reduce -2.6% 0.90% −0.02
AAPL Apple Inc. Reduce -6.0% 1.54% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 0.62% −0.02
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.01
MBB iShares MBS ETF Sold out 0.00% −0.00
IEF iShares 7-10 Year Treasury B Sold out 0.00% −0.00
EFV iShares MSCI Eafe Value ETF Sold out 0.00% −0.00
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.00
IVE iShares S&P 500 Value ETF Sold out 0.00% −0.00
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −0.00
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% −0.00
USIG iShares Broad Usd Investment Sold out 0.00% −0.00
IYW iShares Ustechnology ETF Reduce -92.0% 0.00% −0.00
OEF iShares S&P 100 ETF Sold out 0.00% −0.00
XLRE SS Real Estate Select Sector Reduce -0.8% 0.02% −0.00
GE General Electric Reduce -0.8% 2.10% −0.00
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.00
TLH iShares 10-20 Year Treasury Sold out 0.00% −0.00
EMB iShares JP Morgan Usd Emergi Sold out 0.00% −0.00
GS Goldman Sachs Group Inc. Reduce -5.6% 0.41% +0.01
XOM Exxon Mobil Corp. Reduce -0.6% 0.65% +0.03
MRK Merck & Co. Inc. Reduce -0.8% 0.16% +0.03
BMY Bristol-Myers Squibb Co. Reduce -0.1% 0.74% +0.11
BAC Bank of America Corp. Reduce -0.3% 3.94% +0.17
C Citigroup Inc. Reduce -1.0% 3.08% +0.33

Portfolio Buys Q3 2025 → Q4 2025
SOFI Sofi Technologies Inc. New 0.69% +0.69
AMZN Amazon.com Inc. Add +1.2% 12.47% +0.56
CAT Caterpillar Inc. Add +0.3% 3.18% +0.50
GOOG Alphabet Inc. Class C Add +0.8% 1.28% +0.28
IBB iShares Biotechnology ETF Add +8.7% 1.01% +0.20
GOOGL Alphabet Inc. Class A Add +0.5% 0.67% +0.14
JNJ Johnson & Johnson Add +0.8% 1.29% +0.12
IWN iShares Russell 2000 Value E Add +2.5% 3.73% +0.12
EUFN iShares MSCI Europe Financia Add +0.0% 2.04% +0.12
IWM iShares Russell 2000 ETF Add +8.5% 1.26% +0.10
LLY Eli Lilly & Co. New 0.10% +0.10
GEV GE Vernova Inc. Add +0.3% 1.13% +0.05
EFA iShares MSCI Eafe ETF Add +4.1% 1.00% +0.05
THEMES ETF TR New 0.04% +0.04
IEMG iShares Core MSCI Emerging Add +7.1% 0.46% +0.03
IAU iShares Gold Trust Add +1.9% 0.29% +0.03
DVY iShares Select Dividend ETF Add +6.3% 0.64% +0.02
TSLA Tesla Inc. Add +1.1% 3.63% +0.02
ISCV iShares Morningstar Small-Ca Add +0.3% 1.35% +0.02
PEP Pepsico Inc. Add +0.7% 1.00% +0.01
EEM iShares MSCI Emerging Market Add +0.2% 0.95% +0.01
KO The Coca-Cola Co. Add +0.1% 0.17% +0.01
PLTR Palantir Technologies Inc. Class A Add +8.1% 0.17% +0.01
EWG iShares MSCI Germany ETF Add +0.0% 0.80% +0.00
VSS Vanguard Ftse All Wo X-US SC Add +1.2% 2.42% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.25% −0.00
T AT&T Inc. Add +1.3% 0.52% −0.07
MO Altria Group Inc. Add +0.4% 0.59% −0.09
PG The Procter & Gamble Co. Add +1.0% 1.23% −0.10
XHB SS SPDR S&P Homebldrs ETF Add +0.8% 2.64% −0.22
MSFT Microsoft Corp. Add +0.0% 2.87% −0.25
KWEB Kranesh Csi China Internet Add +1.6% 1.66% −0.39

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