Viewpoint Capital Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Viewpoint Capital Management LLC reported 120 stock positions worth $196.3 million. Its top holding was Amazon.com (AMZN) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and Nvidia (NVDA, 5.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 21, added to 6 and reduced 74. The biggest buy was iShares Russell 2000 ETF (IWM, shares +4%) and the biggest sale Amazon.com (AMZN, shares −38%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001906223
Portfolio Value
$196.3M (Q2 2026)
SEC Filing
0001398344-26-013442 ↗ filed Aug 4, 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 Q1 2026 Q2 2026: $196.3M $196.3M Q2 2026

Holdings 120 stocks · $196.3M
AMZN Amazon.com Inc. 9.36% 77,093 $18.4M Reduce -38.3%
VOO Vanguard S&P 500 ETF 6.85% 19,585 $13.5M No change
NVDA Nvidia Corp. 5.17% 50,709 $10.1M Reduce -15.1%
IWN iShares Russell 2000 Value E 4.87% 43,186 $9.6M Reduce -10.5%
CAT Caterpillar Inc. 4.69% 8,650 $9.2M Reduce -32.4%
BAC Bank of America Corp. 3.67% 126,494 $7.2M Reduce -21.4%
C Citigroup Inc. 3.21% 45,081 $6.3M Reduce -23.1%
XHB SS SPDR S&P Homebldrs ETF 3.11% 52,847 $6.1M Reduce -15.9%
VSS Vanguard Ftse All Wo X-US SC 2.88% 36,706 $5.7M Reduce -3.9%
GE General Electric filed as GE AEROSPACE 2.59% 13,581 $5.1M Reduce -13.9%
IWM iShares Russell 2000 ETF 2.10% 13,706 $4.1M Add +3.6%
GEV GE Vernova Inc. 2.08% 3,468 $4.1M Reduce -13.4%
EUFN iShares MSCI Europe Financia 2.06% 103,632 $4.0M Reduce -10.4%
MSFT Microsoft Corp. 1.82% 9,598 $3.6M Reduce -29.3%
IJR iShares Core S&P Small-Cap E 1.81% 23,899 $3.5M Reduce -15.5%
GOOG Alphabet Inc. Class C 1.80% 10,008 $3.5M Reduce -3.9%
VB Vanguard Most SM-Cap ETF-Usd 1.61% 10,453 $3.2M No change
PRCH Porch Group Inc. 1.53% 199,200 $3.0M Reduce -0.6%
JNJ Johnson & Johnson 1.50% 11,559 $2.9M Reduce -15.9%
QQQ Invesco QQQ Trust Series 1 1.48% 3,935 $2.9M Reduce -1.8%
ISCV iShares Morningstar Small-Ca 1.39% 34,744 $2.7M Reduce -23.5%
EFA iShares MSCI Eafe ETF 1.35% 25,593 $2.7M Add +0.7%
EEM iShares MSCI Emerging Market 1.32% 37,739 $2.6M Reduce -10.3%
COST Costco Wholesale Corp. 1.29% 2,710 $2.5M No change
IBB iShares Biotechnology ETF 1.29% 13,280 $2.5M Reduce -8.3%
AAPL Apple Inc. 1.25% 8,449 $2.4M Reduce -30.2%
PG The Procter & Gamble Co. 1.19% 15,997 $2.3M Reduce -15.4%
KWEB Kranesh Csi China Internet 1.16% 93,075 $2.3M Reduce -20.9%
TNA Dir Dai SML Ca Bul 3X Et-Usd 1.06% 27,800 $2.1M No change
HD Home Depot Inc. 1.05% 5,867 $2.1M Reduce -8.5%
FXI iShares China Large-Cap ETF 1.04% 64,828 $2.0M Reduce -11.1%
GOOGL Alphabet Inc. Class A 0.92% 5,054 $1.8M Add +0.6%
PEP Pepsico Inc. 0.92% 13,284 $1.8M Reduce -13.5%
MS Morgan Stanley 0.86% 8,094 $1.7M Reduce -31.9%
VWO Vanguard Ftse Emerging Marke 0.81% 26,741 $1.6M No change
DVY iShares Select Dividend ETF 0.79% 9,906 $1.5M Reduce -7.0%
AIG American International Group 0.77% 20,299 $1.5M Reduce -45.8%
IEMG iShares Core MSCI Emerging 0.75% 17,849 $1.5M Add +2.3%
EWG iShares MSCI Germany ETF 0.72% 34,283 $1.4M Reduce -22.2%
MO Altria Group Inc. 0.68% 18,431 $1.3M Reduce -25.4%
BMY Bristol-Myers Squibb Co. 0.67% 22,927 $1.3M Reduce -25.0%
XBI SS SPDR S&P Biotech ETF 0.64% 8,000 $1.3M No change
IEUR iShares Core MSCI Europe ETF 0.63% 16,740 $1.2M Reduce -1.4%
TQQQ Proshares Ultrapro QQQ 0.57% 13,700 $1.1M No change
VEA Vanguard Ftse Developed ETF 0.56% 15,352 $1.1M No change
IWS iShares Russell Mid-Cap Valu 0.55% 6,522 $1.1M Reduce -10.7%
XOM Exxon Mobil Corp. 0.53% 7,607 $1.0M Reduce -38.5%
EPI Wisdomtree India Earnings 0.52% 23,972 $1.0M No change
SOFI Sofi Technologies Inc. 0.47% 51,817 $929K No change
T AT&T Inc. 0.45% 42,819 $886K Reduce -15.8%
META Meta Platforms Inc. Class A 0.45% 1,567 $882K Reduce -25.6%
GGLL Direxion Daily Googl Bull 2X 0.41% 7,000 $796K No change
JPM JPMorgan Chase & Co. 0.39% 2,368 $775K Reduce -53.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.37% 8,430 $726K No change
GLW Corning Inc. 0.34% 2,600 $664K No change
BRK.B Berkshire Hathaway Inc. Class B 0.30% 1,182 $591K Add +3.1%
CLX Clorox Company 0.28% 5,845 $558K Reduce -32.1%
ABBV Abbvie Inc. 0.28% 2,152 $542K Reduce -28.8%
JOE The St Joe Co. 0.26% 8,180 $512K No change
AMD Advanced Micro Devices 0.25% 842 $489K New
KRE SS SPDR S&P Regional Bank 0.25% 6,460 $484K Reduce -19.4%
SCHW Schwab (charles) Corp. 0.23% 5,000 $461K No change
GS Goldman Sachs Group Inc. 0.23% 445 $450K Reduce -52.9%
DE Deere & Co. 0.22% 686 $435K No change
XLF SS Financial Select Sector 0.21% 7,742 $415K Reduce -44.1%
EWN iShares MSCI Netherlands ETF 0.21% 5,872 $413K Reduce -5.6%
DLS Wisdomtree Intl S/C DVD Fund 0.21% 4,921 $412K Reduce -20.9%
EWJ iShares MSCI Japan ETF 0.20% 4,140 $386K Reduce -6.1%
VGT Vanguard Info Tech ETF 0.18% 3,016 $360K No change
WAT Waters Corp. 0.18% 950 $356K No change
YINN Direxion DLY Ftse CH BL3X-Ui 0.15% 14,000 $301K New
PNC PNC Financial Services Group 0.15% 1,210 $298K Reduce -39.8%
EWZ iShares MSCI Brazil ETF 0.15% 8,369 $289K Reduce -40.7%
IAT iShares US Regional Banks Et 0.15% 4,590 $286K Reduce -37.0%
EMR Emerson Electric Co. 0.15% 1,990 $285K Reduce -46.6%
SBUX Starbucks Corp. 0.14% 2,761 $282K Reduce -17.9%
GLD SPDR Gold Shares 0.14% 890 $280K Reduce -3.8%
MMM 3M Co. 0.13% 1,630 $264K Reduce -52.0%
INDY iShares India 50 ETF 0.13% 6,005 $261K No change
DGX Quest Diagnostics Inc. 0.13% 1,200 $254K No change
IAU iShares Gold Trust 0.13% 3,359 $254K Reduce -58.3%
NUE Nucor Corp. 0.13% 1,115 $248K New
GEHC GE Healthcare Technology 0.13% 3,856 $247K Reduce -14.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,540 $244K Reduce -25.1%
LLY Eli Lilly & Co. 0.12% 203 $244K New
EWD iShares MSCI Sweden ETF 0.11% 4,379 $219K Reduce -22.9%
VIS Vanguard Industrials ETF 0.11% 600 $216K No change
KO The Coca-Cola Co. 0.11% 2,642 $215K Reduce -42.7%
Z Zillow Group Inc. Class C 0.11% 6,724 $212K Reduce -28.4%
ARKK ARK Innovation ETF 0.11% 2,582 $209K New
VCR Vanguard Consumer Discre ETF 0.11% 521 $207K No change
MRK Merck & Co. Inc. 0.10% 1,532 $197K Reduce -56.8%
EWA iShares MSCI Australia ETF 0.09% 6,470 $182K Reduce -22.9%
IWF iShares Russell 1000 Growth 0.09% 1,448 $180K No change
VFH Vanguard Financials ETF 0.08% 1,217 $160K No change
TSLA Tesla Inc. 0.08% 378 $159K Reduce -84.6%
IYR iShares US Real Estate ETF 0.08% 1,547 $158K Reduce -40.1%
CLOV Clover Health Investments Co. 0.08% 30,000 $157K No change
DWM Wisdomtree International Equ 0.08% 2,100 $154K Reduce -48.8%
KBH KB Home 0.08% 2,450 $153K Reduce -50.7%
DON Wisdomtree US Midcap Dividen 0.07% 2,550 $144K No change
BMNG Leverage Shares 2X BMNR 0.06% 13,065 $119K New
DES Wisdomtree US Smallcap Divid 0.06% 2,856 $116K No change
GIS General Mills Inc. 0.06% 3,314 $115K Reduce -51.7%
EWH iShares MSCI Hong Kong ETF 0.05% 4,241 $89K Reduce -32.0%
SANA Sana Biotechnology Inc. 0.04% 23,545 $82K No change
XLE SS Energy Select Sector 0.04% 1,490 $82K Reduce -74.5%
VTI VG Morningstar TS MKT ETF-US 0.04% 214 $79K No change
ORCL Oracle Corp. 0.04% 504 $74K Reduce -96.8%
BHC Bausch Health Cos Inc. 0.03% 12,800 $63K Reduce -28.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 1,000 $53K Add +604.2%
EWC iShares MSCI Canada ETF 0.03% 900 $52K Reduce -61.7%
ABEV Ambev SA-ADR 0.03% 16,300 $51K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 1,100 $50K No change
TLT iShares 20+ Year Treasury BD 0.02% 460 $40K Reduce -64.3%
IYJ iShares U.S. Industrials ETF 0.02% 235 $39K No change
EZA iShares MSCI South Africa Et 0.02% 490 $31K Reduce -9.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 100 $22K No change
XLRE SS Real Estate Select Sector 0.01% 450 $20K Reduce -65.3%
EIS iShares MSCI Israel ETF 0.01% 160 $19K No change

Portfolio Sells Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Reduce -38.3% 9.36% −2.81
ORCL Oracle Corp. Reduce -96.8% 0.04% −1.04
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.67
AIG American International Group Reduce -45.8% 0.77% −0.55
MSFT Microsoft Corp. Reduce -29.3% 1.82% −0.52
XOM Exxon Mobil Corp. Reduce -38.5% 0.53% −0.45
KWEB Kranesh Csi China Internet Reduce -20.9% 1.16% −0.40
IWP iShares Russell Mid-Cap Grow Sold out 0.00% −0.36
TSLA Tesla Inc. Reduce -84.6% 0.08% −0.35
JPM JPMorgan Chase & Co. Reduce -53.4% 0.39% −0.30
T AT&T Inc. Reduce -15.8% 0.45% −0.24
IAU iShares Gold Trust Reduce -58.3% 0.13% −0.20
PEP Pepsico Inc. Reduce -13.5% 0.92% −0.20
BMY Bristol-Myers Squibb Co. Reduce -25.0% 0.67% −0.19
AAPL Apple Inc. Reduce -30.2% 1.25% −0.19
FXI iShares China Large-Cap ETF Reduce -11.1% 1.04% −0.18
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.15
GS Goldman Sachs Group Inc. Reduce -52.9% 0.23% −0.14
CLX Clorox Company Reduce -32.1% 0.28% −0.13
XLE SS Energy Select Sector Reduce -74.5% 0.04% −0.13
UBER Uber Technologies Inc. Sold out 0.00% −0.13
META Meta Platforms Inc. Class A Reduce -25.6% 0.45% −0.11
XLF SS Financial Select Sector Reduce -44.1% 0.21% −0.11
EWZ iShares MSCI Brazil ETF Reduce -40.7% 0.15% −0.11
NFLX Netflix Inc. Sold out 0.00% −0.10
VZ Verizon Communications Inc. Sold out 0.00% −0.10
MRK Merck & Co. Inc. Reduce -56.8% 0.10% −0.10
MMM 3M Co. Reduce -52.0% 0.13% −0.10
EWG iShares MSCI Germany ETF Reduce -22.2% 0.72% −0.09
ISCV iShares Morningstar Small-Ca Reduce -23.5% 1.39% −0.09
MO Altria Group Inc. Reduce -25.4% 0.68% −0.09
EMR Emerson Electric Co. Reduce -46.6% 0.15% −0.08
PG The Procter & Gamble Co. Reduce -15.4% 1.19% −0.08
TIP iShares Tips Bond ETF Sold out 0.00% −0.08
JNJ Johnson & Johnson Reduce -15.9% 1.50% −0.07
Z Zillow Group Inc. Class C Reduce -28.4% 0.11% −0.07
THEMES ETF TR Sold out 0.00% −0.06
GIS General Mills Inc. Reduce -51.7% 0.06% −0.06
DWM Wisdomtree International Equ Reduce -48.8% 0.08% −0.06
KO The Coca-Cola Co. Reduce -42.7% 0.11% −0.05
MS Morgan Stanley Reduce -31.9% 0.86% −0.05
PNC PNC Financial Services Group Reduce -39.8% 0.15% −0.04
GLD SPDR Gold Shares Reduce -3.8% 0.14% −0.04
KBH KB Home Reduce -50.7% 0.08% −0.04
IAT iShares US Regional Banks Et Reduce -37.0% 0.15% −0.04
EWC iShares MSCI Canada ETF Reduce -61.7% 0.03% −0.03
IYR iShares US Real Estate ETF Reduce -40.1% 0.08% −0.03
TLT iShares 20+ Year Treasury BD Reduce -64.3% 0.02% −0.03
ABBV Abbvie Inc. Reduce -28.8% 0.28% −0.03
DIS The Walt Disney Co. Reduce -25.1% 0.12% −0.03

Portfolio Buys Q1 2026 → Q2 2026
IWM iShares Russell 2000 ETF Add +3.6% 2.10% +0.56
AMD Advanced Micro Devices New 0.25% +0.25
GOOGL Alphabet Inc. Class A Add +0.6% 0.92% +0.24
EFA iShares MSCI Eafe ETF Add +0.7% 1.35% +0.20
IEMG iShares Core MSCI Emerging Add +2.3% 0.75% +0.18
YINN Direxion DLY Ftse CH BL3X-Ui New 0.15% +0.15
NUE Nucor Corp. New 0.13% +0.13
LLY Eli Lilly & Co. New 0.12% +0.12
ARKK ARK Innovation ETF New 0.11% +0.11
BMNG Leverage Shares 2X BMNR New 0.06% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +3.1% 0.30% +0.04
IGIB iShares 5-10Y Inv Grade Corp. Add +604.2% 0.03% +0.02

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