Viewpoint Capital Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Viewpoint Capital Management LLC 13F Holdings
CIK 0001906223
As of Sep 30, 2025, Viewpoint Capital Management LLC reported
150 positions worth $227.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| AMAZON.COM INC | AMZN | Equity | 123,239 | $27.1M | 11.91% |
| VANGUARD 500 INDEX FUND | VOO | — | 19,585 |
|
2.0M5.28% |
| NVIDIA CORP | NVDA | Technology | 62,957 |
1.7M | 5.17% |
| BANK OF AMERICA CORP | BAC | Financial Services | 165,864 | $8.6M | 3.77% |
| TESLA INC | TSLA | Consumer Cyclical | 18,445 | $8.2M | 3.61% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 46,394 | $8.2M | 3.61% |
| MICROSOFT CORP | MSFT | Technology | 13,681 | $7.1M | 3.12% |
| STATE STREET(R) SPDR(R) S&P(R) HOMEBUILDERS ETF | XHB | — | 58,729 | $6.5M | 2.86% |
| CITIGROUP INC | C | Financial Services | 61,500 | $6.2M | 2.75% |
| CATERPILLAR INC | CAT | Industrials | 12,765 | $6.1M | 2.68% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 38,595 | $5.5M | 2.42% |
| GE AEROSPACE | GE | Industrials | 15,900 | $4.8M | 2.11% |
| ORACLE CORP | ORCL | Technology | 16,726 | $4.7M | 2.07% |
| KRANESHARES CSI CHINA INTERNET ETF | KWEB | — | 110,806 | $4.7M | 2.05% |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | — | 127,041 | $4.4M | 1.92% |
| APPLE INC | AAPL | Technology | 13,943 | $3.6M | 1.56% |
| PORCH GROUP INC | PRCH | Technology | 209,900 | $3.5M | 1.55% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 28,269 | $3.4M | 1.48% |
| AMERICAN INTERNATIONAL GROUP INC | AIG | Financial Services | 40,794 | $3.2M | 1.41% |
| ISHARES CHINA LARGE-CAP ETF | FXI | — | 75,123 | $3.1M | 1.36% |
| ISHARES TR | ISCV | — | 45,274 | $3.0M | 1.33% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 19,548 | $3.0M | 1.32% |
| HOME DEPOT INC | HD | Consumer Cyclical | 6,846 | $2.8M | 1.22% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 10,453 | $2.7M | 1.17% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 14,290 | $2.6M | 1.17% |