Viewpoint Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Viewpoint Capital Management LLC reported 135 stock positions worth $214.0 million. Its top holding was Amazon.com (AMZN) at 12.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.5%) and Nvidia (NVDA, 4.9%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 28 and reduced 42. The biggest buy was iShares Russell 2000 Value E (IWN, shares +1%) and the biggest sale Tesla (TSLA, shares −87%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$214.0M (Q1 2026)
SEC Filing
0001398344-26-006658 ↗ filed Apr 17, 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 Q4 2025 Q1 2026: $214.0M $214.0M Q1 2026 Q2 2026: $196.3M Q2 2026

Holdings 135 stocks · $214.0M
AMZN Amazon.com Inc. 12.17% 125,026 $26.0M Add +0.2%
VOO Vanguard S&P 500 ETF 5.47% 19,585 $11.7M No change
NVDA Nvidia Corp. 4.87% 59,699 $10.4M Reduce -0.5%
IWN iShares Russell 2000 Value E 4.27% 48,249 $9.1M Add +1.4%
CAT Caterpillar Inc. 4.24% 12,801 $9.1M Reduce -0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.67% 160,929 $7.8M Reduce -2.6%
C Citigroup Inc. 3.11% 58,640 $6.7M Reduce -3.7%
XHB SS SPDR S&P Homebldrs ETF 2.90% 62,864 $6.2M Add +6.2%
VSS Vanguard Ftse All Wo X-US SC 2.60% 38,177 $5.6M Reduce -2.3%
MSFT Microsoft Corp. 2.35% 13,569 $5.0M Reduce -0.8%
GE General Electric filed as GE AEROSPACE 2.09% 15,771 $4.5M No change
EUFN iShares MSCI Europe Financia 1.88% 115,604 $4.0M Reduce -9.0%
IJR iShares Core S&P Small-Cap E 1.64% 28,269 $3.5M No change
GEV GE Vernova Inc. 1.63% 4,003 $3.5M Reduce -0.1%
JNJ Johnson & Johnson 1.57% 13,743 $3.4M Reduce -4.5%
KWEB Kranesh Csi China Internet 1.56% 117,630 $3.3M Add +4.5%
IWM iShares Russell 2000 ETF 1.53% 13,229 $3.3M Add +12.4%
ISCV iShares Morningstar Small-Ca 1.47% 45,394 $3.2M No change
AAPL Apple Inc. 1.44% 12,110 $3.1M Reduce -7.6%
GOOG Alphabet Inc. Class C 1.40% 10,409 $3.0M Add +10.8%
AIG American International Group 1.32% 37,444 $2.8M Reduce -8.2%
VB Vanguard Most SM-Cap ETF-Usd 1.28% 10,453 $2.7M No change
PG The Procter & Gamble Co. 1.28% 18,903 $2.7M Reduce -4.3%
COST Costco Wholesale Corp. 1.26% 2,710 $2.7M Add +0.9%
FXI iShares China Large-Cap ETF 1.22% 72,923 $2.6M Reduce -2.9%
EFA iShares MSCI Eafe ETF 1.15% 25,408 $2.5M Add +5.7%
IBB iShares Biotechnology ETF 1.14% 14,486 $2.4M Add +4.7%
EEM iShares MSCI Emerging Market 1.12% 42,071 $2.4M Add +5.1%
PEP Pepsico Inc. 1.11% 15,358 $2.4M Reduce -4.4%
ORCL Oracle Corp. 1.08% 15,714 $2.3M Reduce -6.0%
QQQ Invesco QQQ Trust Series 1 1.08% 4,005 $2.3M Add +6.4%
HD Home Depot Inc. 0.99% 6,410 $2.1M Reduce -2.3%
XOM Exxon Mobil Corp. 0.98% 12,379 $2.1M No change
MS Morgan Stanley 0.91% 11,894 $2.0M No change
BMY Bristol-Myers Squibb Co. 0.87% 30,572 $1.9M Reduce -3.8%
EWG iShares MSCI Germany ETF 0.82% 44,061 $1.7M Add +2.0%
MO Altria Group Inc. 0.76% 24,722 $1.6M Add +4.9%
DVY iShares Select Dividend ETF 0.75% 10,646 $1.6M Add +2.2%
JPM JPMorgan Chase & Co. 0.70% 5,080 $1.5M Reduce -21.6%
T AT&T Inc. 0.69% 50,883 $1.5M Add +5.4%
VWO Vanguard Ftse Emerging Marke 0.68% 26,741 $1.4M Add +0.0%
GOOGL Alphabet Inc. Class A 0.68% 5,026 $1.4M Add +1.5%
PRCH Porch Group Inc. 0.67% 200,300 $1.4M Reduce -3.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.67% 2,197 $1.4M No change
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.57% 27,800 $1.2M Add +7.8%
IEMG iShares Core MSCI Emerging 0.57% 17,441 $1.2M Add +10.5%
META Meta Platforms Inc. Class A 0.56% 2,105 $1.2M Add +3.2%
IEUR iShares Core MSCI Europe ETF 0.56% 16,970 $1.2M Add +2.4%
IWS iShares Russell Mid-Cap Valu 0.50% 7,299 $1.1M No change
XBI SS SPDR S&P Biotech ETF 0.48% 8,000 $1.0M Reduce -20.0%
VEA Vanguard Ftse Developed ETF 0.46% 15,352 $984K Add +0.0%
EPI Wisdomtree India Earnings 0.46% 23,972 $978K No change
TSLA Tesla Inc. 0.43% 2,454 $912K Reduce -86.8%
CLX Clorox Company 0.42% 8,609 $892K Reduce -11.2%
SOFI Sofi Technologies Inc. 0.38% 51,817 $823K Reduce -14.8%
GS Goldman Sachs Group Inc. 0.37% 945 $799K Reduce -11.7%
IWP iShares Russell Mid-Cap Grow 0.36% 6,000 $769K No change
IAU iShares Gold Trust 0.33% 8,049 $710K Reduce -2.4%
XLF SS Financial Select Sector 0.32% 13,842 $683K Reduce -2.8%
ABBV Abbvie Inc. 0.31% 3,022 $657K Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 1,405 $614K Reduce -0.1%
TQQQ Proshares Ultrapro QQQ 0.27% 13,700 $571K Reduce -3.5%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,146 $549K No change
GGLL Direxion Daily Googl Bull 2X 0.26% 7,000 $546K No change
EWZ iShares MSCI Brazil ETF 0.25% 14,109 $542K Reduce -0.5%
KRE SS SPDR S&P Regional Bank 0.24% 8,010 $522K No change
JOE The St Joe Co. 0.24% 8,180 $514K Reduce -2.4%
DLS Wisdomtree Intl S/C DVD Fund 0.24% 6,221 $507K No change
MMM 3M Co. 0.23% 3,394 $493K Reduce -18.1%
EMR Emerson Electric Co. 0.23% 3,725 $488K No change
SCHW Schwab (charles) Corp. 0.22% 5,000 $470K No change
MRK Merck & Co. Inc. 0.20% 3,544 $426K Add +0.0%
PNC PNC Financial Services Group 0.20% 2,010 $418K No change
GLD SPDR Gold Shares 0.19% 925 $398K Add +2.8%
IAT iShares US Regional Banks Et 0.18% 7,290 $392K No change
Z Zillow Group Inc. Class C 0.18% 9,384 $388K Reduce -8.8%
DE Deere & Co. 0.18% 686 $386K No change
EWJ iShares MSCI Japan ETF 0.17% 4,407 $372K No change
EWN iShares MSCI Netherlands ETF 0.17% 6,222 $358K No change
XLE SS Energy Select Sector 0.17% 5,840 $358K No change
GLW Corning Inc. 0.17% 2,600 $354K No change
KO The Coca-Cola Co. 0.16% 4,609 $350K Reduce -17.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 3,389 $327K Reduce -16.6%
GEHC GE Healthcare Technology 0.15% 4,501 $320K Reduce -3.0%
ISRG Intuitive Surgical Inc. 0.15% 675 $311K No change
SBUX Starbucks Corp. 0.14% 3,361 $301K Reduce -0.1%
DWM Wisdomtree International Equ 0.13% 4,100 $287K No change
WAT Waters Corp. 0.13% 950 $283K Add +16.6%
EWD iShares MSCI Sweden ETF 0.13% 5,679 $277K No change
UBER Uber Technologies Inc. 0.13% 3,729 $268K No change
VGT Vanguard Info Tech ETF 0.12% 377 $263K No change
KBH KB Home 0.12% 4,970 $257K No change
GIS General Mills Inc. 0.12% 6,864 $255K Reduce -26.7%
INDY iShares India 50 ETF 0.12% 6,005 $254K No change
IYR iShares US Real Estate ETF 0.11% 2,583 $244K No change
DGX Quest Diagnostics Inc. 0.11% 1,200 $235K No change
EWA iShares MSCI Australia ETF 0.11% 8,395 $233K Reduce -1.2%
NFLX Netflix Inc. 0.10% 2,282 $219K New
VZ Verizon Communications Inc. 0.10% 4,352 $218K New
VIS Vanguard Industrials ETF 0.09% 600 $187K No change

Show all 135 holdings

Portfolio Sells Q4 2025 → Q1 2026
TSLA Tesla Inc. Reduce -86.8% 0.43% −3.21
MSFT Microsoft Corp. Reduce -0.8% 2.35% −0.52
ORCL Oracle Corp. Reduce -6.0% 1.08% −0.33
SOFI Sofi Technologies Inc. Reduce -14.8% 0.38% −0.31
BAC Bank of America Corp. Reduce -2.6% 3.67% −0.27
JPM JPMorgan Chase & Co. Reduce -21.6% 0.70% −0.21
AIG American International Group Reduce -8.2% 1.32% −0.20
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.17
EUFN iShares MSCI Europe Financia Reduce -9.0% 1.88% −0.16
PRCH Porch Group Inc. Reduce -3.9% 0.67% −0.15
Z Zillow Group Inc. Class C Reduce -8.8% 0.18% −0.12
AAPL Apple Inc. Reduce -7.6% 1.44% −0.11
IBM Intl Business Machines Corp. Sold out 0.00% −0.10
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −0.10
LLY Eli Lilly & Co. Sold out 0.00% −0.10
GIS General Mills Inc. Reduce -26.7% 0.12% −0.07
NIO Nio Inc. - ADR Sold out 0.00% −0.07
TQQQ Proshares Ultrapro QQQ Reduce -3.5% 0.27% −0.06
MMM 3M Co. Reduce -18.1% 0.23% −0.06
XBI SS SPDR S&P Biotech ETF Reduce -20.0% 0.48% −0.05
DIS The Walt Disney Co. Reduce -16.6% 0.15% −0.05
GS Goldman Sachs Group Inc. Reduce -11.7% 0.37% −0.03
FXI iShares China Large-Cap ETF Reduce -2.9% 1.22% −0.02
XLF SS Financial Select Sector Reduce -2.8% 0.32% −0.02
GEHC GE Healthcare Technology Reduce -3.0% 0.15% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.1% 0.29% −0.01
TIP iShares Tips Bond ETF Reduce -16.2% 0.08% −0.01
CLX Clorox Company Reduce -11.2% 0.42% −0.01
KO The Coca-Cola Co. Reduce -17.8% 0.16% −0.01
SUB iShares Short-Term National Sold out 0.00% −0.00
XLRE SS Real Estate Select Sector Reduce -0.5% 0.02% +0.00
EWC iShares MSCI Canada ETF Reduce -4.9% 0.06% +0.00
ABBV Abbvie Inc. Reduce -1.1% 0.31% +0.00
HD Home Depot Inc. Reduce -2.3% 0.99% +0.01
EWA iShares MSCI Australia ETF Reduce -1.2% 0.11% +0.01
NVDA Nvidia Corp. Reduce -0.5% 4.87% +0.02
SBUX Starbucks Corp. Reduce -0.1% 0.14% +0.02
JOE The St Joe Co. Reduce -2.4% 0.24% +0.02
C Citigroup Inc. Reduce -3.7% 3.11% +0.03
IAU iShares Gold Trust Reduce -2.4% 0.33% +0.04
PG The Procter & Gamble Co. Reduce -4.3% 1.28% +0.05
EWZ iShares MSCI Brazil ETF Reduce -0.5% 0.25% +0.06
PEP Pepsico Inc. Reduce -4.4% 1.11% +0.12
BMY Bristol-Myers Squibb Co. Reduce -3.8% 0.87% +0.12
VSS Vanguard Ftse All Wo X-US SC Reduce -2.3% 2.60% +0.18
JNJ Johnson & Johnson Reduce -4.5% 1.57% +0.28
GEV GE Vernova Inc. Reduce -0.1% 1.63% +0.50
CAT Caterpillar Inc. Reduce -0.0% 4.24% +1.06

Portfolio Buys Q4 2025 → Q1 2026
IWN iShares Russell 2000 Value E Add +1.4% 4.27% +0.54
IWM iShares Russell 2000 ETF Add +12.4% 1.53% +0.28
XHB SS SPDR S&P Homebldrs ETF Add +6.2% 2.90% +0.26
COST Costco Wholesale Corp. Add +0.9% 1.26% +0.26
MO Altria Group Inc. Add +4.9% 0.76% +0.17
T AT&T Inc. Add +5.4% 0.69% +0.17
EEM iShares MSCI Emerging Market Add +5.1% 1.12% +0.17
EFA iShares MSCI Eafe ETF Add +5.7% 1.15% +0.15
IBB iShares Biotechnology ETF Add +4.7% 1.14% +0.13
GOOG Alphabet Inc. Class C Add +10.8% 1.40% +0.12
DVY iShares Select Dividend ETF Add +2.2% 0.75% +0.12
IEMG iShares Core MSCI Emerging Add +10.5% 0.57% +0.11
NFLX Netflix Inc. New 0.10% +0.10
VZ Verizon Communications Inc. New 0.10% +0.10
QQQ Invesco QQQ Trust Series 1 Add +6.4% 1.08% +0.08
TNA Dir Dai SML Ca Bul 3X Et-Usd Add +7.8% 0.57% +0.06
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.68% +0.05
TLT iShares 20+ Year Treasury BD New 0.05% +0.05
IEUR iShares Core MSCI Europe ETF Add +2.4% 0.56% +0.05
BHC Bausch Health Cos Inc. New 0.05% +0.05
VEA Vanguard Ftse Developed ETF Add +0.0% 0.46% +0.04
MRK Merck & Co. Inc. Add +0.0% 0.20% +0.04
GLD SPDR Gold Shares Add +2.8% 0.19% +0.03
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.02% +0.02
EWG iShares MSCI Germany ETF Add +2.0% 0.82% +0.02
THEMES ETF TR Add +271.0% 0.06% +0.02
EWY iShares MSCI South Korea ETF Add +20000.0% 0.01% +0.01
GOOGL Alphabet Inc. Class A Add +1.5% 0.68% +0.00
VTI VG Morningstar TS MKT ETF-US Add +0.5% 0.03% +0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.00% +0.00
VNQ Vanguard Real Estate ETF New 0.00% +0.00
WAT Waters Corp. Add +16.6% 0.13% −0.00
META Meta Platforms Inc. Class A Add +3.2% 0.56% −0.02
KWEB Kranesh Csi China Internet Add +4.5% 1.56% −0.10
AMZN Amazon.com Inc. Add +0.2% 12.17% −0.31

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