Viewpoint Capital Management
SEATTLE, WAfiles as Viewpoint Capital Management LLC
$196m in 120 US stocks at the end of 30 June 2026. The top 10 are 46.4% of the money. It changed about 11.5% of the portfolio this quarter.
Value
$196m
Stocks
120
Top 10 share
46.4%
Turnover
11.5%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD0.2% of the fund
- Direxion Shares ETF TrustYINN0.2% of the fund
- NucorNUE0.1% of the fund
- Eli LillyLLY0.1% of the fund
- ARK ETF TRARKK0.1% of the fund
- Themes ETF TRBMNG<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIWM2.1% of the fund+4%
- IsharesIEMG0.8% of the fund+2%
- Berkshire HathawayBRK-B0.3% of the fund+3%
- Ishares TRIGIB<0.1% of the fund+604%
Cut
Sold some of their stake.
- Amazon.comAMZN9.4% of the fund-38%
- NvidiaNVDA5.2% of the fund-15%
- Ishares TRIWN4.9% of the fund-10%
- CaterpillarCAT4.7% of the fund-32%
- Bank of AmericaBAC3.7% of the fund-21%
- CitigroupC3.2% of the fund-23%
- Spdr Series TrustXHB3.1% of the fund-16%
- Vanguard Intl Equity Index FVSS2.9% of the fund-4%
- General ElectricGE2.6% of the fund-14%
- GE VernovaGEV2.1% of the fund-13%
- Ishares TREUFN2.1% of the fund-10%
- MicrosoftMSFT1.8% of the fund-29%
- Ishares TRIJR1.8% of the fund-15%
- AlphabetGOOG1.8% of the fund-4%
- Johnson & JohnsonJNJ1.5% of the fund-16%
- Ishares TRISCV1.4% of the fund-23%
- Ishares TREEM1.3% of the fund-10%
- Ishares TRIBB1.3% of the fund-8%
- AppleAAPL1.2% of the fund-30%
- Procter & GamblePG1.2% of the fund-15%
- Kraneshares TrustKWEB1.2% of the fund-21%
- Home DepotHD1.1% of the fund-8%
- Ishares TRFXI1.0% of the fund-11%
- PepsiCoPEP0.9% of the fund-14%
- Morgan StanleyMS0.9% of the fund-32%
Sold out
Sold their entire stake.
- State STR Spdr S&P 500 ETF TSPY-100%
- Ishares TRIWP-100%
- Intuitive SurgicalISRG-100%
- Uber TechnologiesUBER-100%
- NetflixNFLX-100%
- Verizon CommunicationsVZ-100%
- Ishares TRTIP-100%
- Themes ETF TR-100%
- Wisdomtree TRDEM-100%
- IsharesEWY-100%
- Ishares TRIUSV-100%
- Spdr Series TrustKBE-100%
- Ishares TRMUB-100%
- Select Sector Spdr TRXLB-100%
- Vanguard Intl Equity Index FVGK-100%
- Vanguard Index FDSVO-100%
- Ishares TRIYH-100%
- Ishares TRIYW-100%
- Vanguard Index FDSVNQ-100%
- Ishares TRLQD-100%
- Ishares TRICLN-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 6.9%
- Value
- $13m
- Shares
- 19,585
Held
- Ishares TRIWN
- Share
- 4.9%
- Value
- $10m
- Shares
- 43,186
-10%
- Spdr Series TrustXHB
- Share
- 3.1%
- Value
- $6m
- Shares
- 52,847
-16%
- Vanguard Intl Equity Index FVSS
- Share
- 2.9%
- Value
- $6m
- Shares
- 36,706
-4%
- Ishares TRIWM
- Share
- 2.1%
- Value
- $4m
- Shares
- 13,706
+4%
- Ishares TREUFN
- Share
- 2.1%
- Value
- $4m
- Shares
- 103,632
-10%
- Ishares TRIJR
- Share
- 1.8%
- Value
- $4m
- Shares
- 23,899
-15%
- Vanguard Index FDSVB
- Share
- 1.6%
- Value
- $3m
- Shares
- 10,453
Held
- Invesco QQQ TRQQQ
- Share
- 1.5%
- Value
- $3m
- Shares
- 3,935
Held
- Ishares TRISCV
- Share
- 1.4%
- Value
- $3m
- Shares
- 34,744
-23%
- Ishares TREFA
- Share
- 1.4%
- Value
- $3m
- Shares
- 25,593
Held
- Ishares TREEM
- Share
- 1.3%
- Value
- $3m
- Shares
- 37,739
-10%
- Ishares TRIBB
- Share
- 1.3%
- Value
- $3m
- Shares
- 13,280
-8%
- Kraneshares TrustKWEB
- Share
- 1.2%
- Value
- $2m
- Shares
- 93,075
-21%
- Direxion Shares ETF TrustTNA
- Share
- 1.1%
- Value
- $2m
- Shares
- 27,800
Held
- Ishares TRFXI
- Share
- 1.0%
- Value
- $2m
- Shares
- 64,828
-11%
- Vanguard Intl Equity Index FVWO
- Share
- 0.8%
- Value
- $2m
- Shares
- 26,741
Held
- Ishares TRDVY
- Share
- 0.8%
- Value
- $2m
- Shares
- 9,906
-7%
- IsharesIEMG
- Share
- 0.8%
- Value
- $1m
- Shares
- 17,849
+2%
- IsharesEWG
- Share
- 0.7%
- Value
- $1m
- Shares
- 34,283
-22%
- Spdr Series TrustXBI
- Share
- 0.6%
- Value
- $1m
- Shares
- 8,000
Held
- Ishares TRIEUR
- Share
- 0.6%
- Value
- $1m
- Shares
- 16,740
Held
- Proshares TRTQQQ
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,700
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.6%
- Value
- $1m
- Shares
- 15,352
Held
- Ishares TRIWS
- Share
- 0.5%
- Value
- $1m
- Shares
- 6,522
-11%
- Wisdomtree TREPI
- Share
- 0.5%
- Value
- $1m
- Shares
- 23,972
Held
- Direxion Shares ETF TrustGGLL
- Share
- 0.4%
- Value
- $795,900
- Shares
- 7,000
Held
- Vanguard Index FDSVUG
- Share
- 0.4%
- Value
- $726,160
- Shares
- 8,430
Held
- Spdr Series TrustKRE
- Share
- 0.2%
- Value
- $483,531
- Shares
- 6,460
-19%
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $415,049
- Shares
- 7,742
-44%
- IsharesEWN
- Share
- 0.2%
- Value
- $413,036
- Shares
- 5,872
-6%
- Wisdomtree TRDLS
- Share
- 0.2%
- Value
- $412,331
- Shares
- 4,921
-21%
- IsharesEWJ
- Share
- 0.2%
- Value
- $386,138
- Shares
- 4,140
-6%
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $360,472
- Shares
- 3,016
Held
- Direxion Shares ETF TrustYINN
- Share
- 0.2%
- Value
- $300,580
- Shares
- 14,000
New
- IsharesEWZ
- Share
- 0.1%
- Value
- $288,731
- Shares
- 8,369
-41%
- Ishares TRIAT
- Share
- 0.1%
- Value
- $285,544
- Shares
- 4,590
-37%
- Spdr Gold TRGLD
- Share
- 0.1%
- Value
- $279,969
- Shares
- 890
-4%
- Ishares TRINDY
- Share
- 0.1%
- Value
- $260,917
- Shares
- 6,005
Held
- Ishares Gold TRIAU
- Share
- 0.1%
- Value
- $253,638
- Shares
- 3,359
-58%
- IsharesEWD
- Share
- 0.1%
- Value
- $218,862
- Shares
- 4,379
-23%
- Vanguard World FDVIS
- Share
- 0.1%
- Value
- $216,228
- Shares
- 600
Held
- ARK ETF TRARKK
- Share
- 0.1%
- Value
- $208,677
- Shares
- 2,582
New
- Vanguard World FDVCR
- Share
- 0.1%
- Value
- $206,634
- Shares
- 521
Held
- IsharesEWA
- Share
- <0.1%
- Value
- $182,195
- Shares
- 6,470
-23%
- Ishares TRIWF
- Share
- <0.1%
- Value
- $179,798
- Shares
- 1,448
Held
- Vanguard World FDVFH
- Share
- <0.1%
- Value
- $160,157
- Shares
- 1,217
Held
- Ishares TRIYR
- Share
- <0.1%
- Value
- $158,181
- Shares
- 1,547
-40%
- Wisdomtree TRDWM
- Share
- <0.1%
- Value
- $153,750
- Shares
- 2,100
-49%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 9.4% | $18m | 77,093 | -38% |
| Vanguard Index FDSVOO | 6.9% | $13m | 19,585 | Held |
| NvidiaNVDA | 5.2% | $10m | 50,709 | -15% |
| Ishares TRIWN | 4.9% | $10m | 43,186 | -10% |
| CaterpillarCAT | 4.7% | $9m | 8,650 | -32% |
| Bank of AmericaBAC | 3.7% | $7m | 126,494 | -21% |
| CitigroupC | 3.2% | $6m | 45,081 | -23% |
| Spdr Series TrustXHB | 3.1% | $6m | 52,847 | -16% |
| Vanguard Intl Equity Index FVSS | 2.9% | $6m | 36,706 | -4% |
| General ElectricGE | 2.6% | $5m | 13,581 | -14% |
| Ishares TRIWM | 2.1% | $4m | 13,706 | +4% |
| GE VernovaGEV | 2.1% | $4m | 3,468 | -13% |
| Ishares TREUFN | 2.1% | $4m | 103,632 | -10% |
| MicrosoftMSFT | 1.8% | $4m | 9,598 | -29% |
| Ishares TRIJR | 1.8% | $4m | 23,899 | -15% |
| AlphabetGOOG | 1.8% | $4m | 10,008 | -4% |
| Vanguard Index FDSVB | 1.6% | $3m | 10,453 | Held |
| Porch GroupPRCH | 1.5% | $3m | 199,200 | Held |
| Johnson & JohnsonJNJ | 1.5% | $3m | 11,559 | -16% |
| Invesco QQQ TRQQQ | 1.5% | $3m | 3,935 | Held |
| Ishares TRISCV | 1.4% | $3m | 34,744 | -23% |
| Ishares TREFA | 1.4% | $3m | 25,593 | Held |
| Ishares TREEM | 1.3% | $3m | 37,739 | -10% |
| Costco WholesaleCOST | 1.3% | $3m | 2,710 | Held |
| Ishares TRIBB | 1.3% | $3m | 13,280 | -8% |
| AppleAAPL | 1.2% | $2m | 8,449 | -30% |
| Procter & GamblePG | 1.2% | $2m | 15,997 | -15% |
| Kraneshares TrustKWEB | 1.2% | $2m | 93,075 | -21% |
| Direxion Shares ETF TrustTNA | 1.1% | $2m | 27,800 | Held |
| Home DepotHD | 1.1% | $2m | 5,867 | -8% |
| Ishares TRFXI | 1.0% | $2m | 64,828 | -11% |
| AlphabetGOOGL | 0.9% | $2m | 5,054 | Held |
| PepsiCoPEP | 0.9% | $2m | 13,284 | -14% |
| Morgan StanleyMS | 0.9% | $2m | 8,094 | -32% |
| Vanguard Intl Equity Index FVWO | 0.8% | $2m | 26,741 | Held |
| Ishares TRDVY | 0.8% | $2m | 9,906 | -7% |
| American International GroupAIG | 0.8% | $2m | 20,299 | -46% |
| IsharesIEMG | 0.8% | $1m | 17,849 | +2% |
| IsharesEWG | 0.7% | $1m | 34,283 | -22% |
| Altria GroupMO | 0.7% | $1m | 18,431 | -25% |
| Bristol-Myers SquibbBMY | 0.7% | $1m | 22,927 | -25% |
| Spdr Series TrustXBI | 0.6% | $1m | 8,000 | Held |
| Ishares TRIEUR | 0.6% | $1m | 16,740 | Held |
| Proshares TRTQQQ | 0.6% | $1m | 13,700 | Held |
| Vanguard Tax-Managed FDSVEA | 0.6% | $1m | 15,352 | Held |
| Ishares TRIWS | 0.5% | $1m | 6,522 | -11% |
| ExxonMobil HoldingsXOM | 0.5% | $1m | 7,607 | -39% |
| Wisdomtree TREPI | 0.5% | $1m | 23,972 | Held |
| SoFi TechnologiesSOFI | 0.5% | $929,079 | 51,817 | Held |
| AT&TT | 0.5% | $886,353 | 42,819 | -16% |
| Meta PlatformsMETA | 0.4% | $882,487 | 1,567 | -26% |
| Direxion Shares ETF TrustGGLL | 0.4% | $795,900 | 7,000 | Held |
| JPMorgan ChaseJPM | 0.4% | $775,141 | 2,368 | -53% |
| Vanguard Index FDSVUG | 0.4% | $726,160 | 8,430 | Held |
| CorningGLW | 0.3% | $664,118 | 2,600 | Held |
| Berkshire HathawayBRK-B | 0.3% | $591,461 | 1,182 | +3% |
| CloroxCLX | 0.3% | $557,847 | 5,845 | -32% |
| AbbVieABBV | 0.3% | $541,529 | 2,152 | -29% |
| ST JOEJOE | 0.3% | $512,313 | 8,180 | Held |
| Advanced Micro DevicesAMD | 0.2% | $489,126 | 842 | New |
| Spdr Series TrustKRE | 0.2% | $483,531 | 6,460 | -19% |
| Charles SchwabSCHW | 0.2% | $461,350 | 5,000 | Held |
| Goldman Sachs GroupGS | 0.2% | $450,060 | 445 | -53% |
| DeereDE | 0.2% | $435,150 | 686 | Held |
| Select Sector Spdr TRXLF | 0.2% | $415,049 | 7,742 | -44% |
| IsharesEWN | 0.2% | $413,036 | 5,872 | -6% |
| Wisdomtree TRDLS | 0.2% | $412,331 | 4,921 | -21% |
| IsharesEWJ | 0.2% | $386,138 | 4,140 | -6% |
| Vanguard World FDVGT | 0.2% | $360,472 | 3,016 | Held |
| WatersWAT | 0.2% | $356,288 | 950 | Held |
| Direxion Shares ETF TrustYINN | 0.2% | $300,580 | 14,000 | New |
| PNC Financial Services GroupPNC | 0.2% | $297,926 | 1,210 | -40% |
| IsharesEWZ | 0.1% | $288,731 | 8,369 | -41% |
| Ishares TRIAT | 0.1% | $285,544 | 4,590 | -37% |
| Emerson ElectricEMR | 0.1% | $284,869 | 1,990 | -47% |
| StarbucksSBUX | 0.1% | $282,147 | 2,761 | -18% |
| Spdr Gold TRGLD | 0.1% | $279,969 | 890 | -4% |
| 3MMMM | 0.1% | $263,913 | 1,630 | -52% |
| Ishares TRINDY | 0.1% | $260,917 | 6,005 | Held |
| Quest DiagnosticsDGX | 0.1% | $254,340 | 1,200 | Held |
| Ishares Gold TRIAU | 0.1% | $253,638 | 3,359 | -58% |
| NucorNUE | 0.1% | $248,366 | 1,115 | New |
| GE HealthCare TechnologiesGEHC | 0.1% | $246,784 | 3,856 | -14% |
| Walt DisneyDIS | 0.1% | $244,441 | 2,540 | -25% |
| Eli LillyLLY | 0.1% | $243,693 | 203 | New |
| IsharesEWD | 0.1% | $218,862 | 4,379 | -23% |
| Vanguard World FDVIS | 0.1% | $216,228 | 600 | Held |
| Coca-ColaKO | 0.1% | $214,715 | 2,642 | -43% |
| Zillow GroupZ | 0.1% | $211,940 | 6,724 | -28% |
| ARK ETF TRARKK | 0.1% | $208,677 | 2,582 | New |
| Vanguard World FDVCR | 0.1% | $206,634 | 521 | Held |
| MerckMRK | 0.1% | $196,923 | 1,532 | -57% |
| IsharesEWA | <0.1% | $182,195 | 6,470 | -23% |
| Ishares TRIWF | <0.1% | $179,798 | 1,448 | Held |
| Vanguard World FDVFH | <0.1% | $160,157 | 1,217 | Held |
| TeslaTSLA | <0.1% | $159,001 | 378 | -85% |
| Ishares TRIYR | <0.1% | $158,181 | 1,547 | -40% |
| Clover Health InvestmentsCLOV | <0.1% | $157,200 | 30,000 | Held |
| Wisdomtree TRDWM | <0.1% | $153,750 | 2,100 | -49% |
| KB HomeKBH | <0.1% | $153,346 | 2,450 | -51% |
Showing the largest 100 of 120.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 3.7% since 30 June 2025.
Where the money is
Financial services11.9%
Retail & consumer10.7%
Industrials9.9%
Technology9.0%
Everyday goods4.5%
Media & telecom3.7%
Health care3.2%
Energy0.5%
Real estate0.3%
Materials0.1%
Other46.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.