Viewpoint Capital Management LLC Top Holdings and 13F Report (2026) About Viewpoint Capital Management LLCInvestment ActivityViewpoint Capital Management LLC has $214.00 million in total holdings as of March 31, 2026.Viewpoint Capital Management LLC owns shares of 135 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.52% of the portfolio was purchased this quarter.About 5.24% of the portfolio was sold this quarter.This quarter, Viewpoint Capital Management LLC has purchased 134 new stocks and bought additional shares in 28 stocks.Viewpoint Capital Management LLC sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $26,039,094Vanguard S&P 500 ETF $11,703,017NVIDIA $10,411,517iShares Russell 2000 Value ETF $9,147,465Caterpillar $9,068,996 Largest New Holdings this Quarter 64110L106 - Netflix $219,414 Holding92343V104 - Verizon Communications $218,491 Holding464287432 - iShares 20+ Year Treasury Bond ETF $111,830 Holding071734107 - Bausch Health Cos $96,660 Holding81369Y886 - Utilities Select Sector SPDR Fund $50,479 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 1,457 shares (about $361.34K)SPDR S&P Homebuilders ETF 3,655 shares (about $360.82K)Alphabet 1,017 shares (about $291.73K)Netflix 2,282 shares (about $219.41K)Verizon Communications 4,352 shares (about $218.49K) Largest Sales this Quarter Tesla 16,194 shares (about $6.02M)JPMorgan Chase & Co. 1,400 shares (about $411.84K)iShares MSCI Europe Financials ETF 11,450 shares (about $399.03K)SPDR S&P Biotech ETF 2,000 shares (about $255.46K)Citigroup 2,250 shares (about $255.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofViewpoint Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$26,039,094$54,775 ▲0.2%125,02612.2%Retail/WholesaleVOOVanguard S&P 500 ETF$11,703,0170.0%19,5855.5%ETFNVDANVIDIA$10,411,517$54,064 ▼-0.5%59,6994.9%Computer and TechnologyIWNiShares Russell 2000 Value ETF$9,147,465$129,489 ▲1.4%48,2494.3%ETFCATCaterpillar$9,068,996$3,542 ▼0.0%12,8014.2%IndustrialsBACBank of America$7,845,289$212,306 ▼-2.6%160,9293.7%FinanceCCitigroup$6,650,362$255,172 ▼-3.7%58,6403.1%Financial ServicesXHBSPDR S&P Homebuilders ETF$6,205,934$360,822 ▲6.2%62,8642.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,565,825$128,295 ▼-2.3%38,1772.6%ETFMSFTMicrosoft$5,022,981$41,830 ▼-0.8%13,5692.3%Computer and TechnologyGEGE Aerospace$4,475,4000.0%15,7712.1%AerospaceEUFNiShares MSCI Europe Financials ETF$4,028,805$399,033 ▼-9.0%115,6041.9%ETFIJRiShares Core S&P Small-Cap ETF$3,514,1190.0%28,2691.6%ETFGE VERNOVA INC$3,494,362$4,365 ▼-0.1%4,0031.6%COMJNJJohnson & Johnson$3,359,455$159,869 ▼-4.5%13,7431.6%MedicalKWEBKraneShares CSI China Internet ETF$3,344,220$143,287 ▲4.5%117,6301.6%ManufacturingIWMiShares Russell 2000 ETF$3,280,792$361,336 ▲12.4%13,2291.5%FinanceISCViShares Morningstar Small-Cap Value ETF$3,155,3370.0%45,3941.5%ETFAAPLApple$3,073,474$253,796 ▼-7.6%12,1101.4%Computer and TechnologyGOOGAlphabet$2,985,826$291,727 ▲10.8%10,4091.4%Computer and TechnologyAIGAmerican International Group$2,817,661$252,088 ▼-8.2%37,4441.3%FinanceVBVanguard Small-Cap ETF$2,737,8500.0%10,4531.3%ETFPGProcter & Gamble$2,730,334$121,618 ▼-4.3%18,9031.3%Consumer StaplesCOSTCostco Wholesale$2,700,325$24,911 ▲0.9%2,7101.3%Retail/WholesaleFXIiShares China Large-Cap ETF$2,617,936$78,980 ▼-2.9%72,9231.2%ETFEFAiShares MSCI EAFE ETF$2,467,879$133,068 ▲5.7%25,4081.2%FinanceIBBiShares Biotechnology ETF$2,445,961$109,752 ▲4.7%14,4861.1%FinanceEEMiShares MSCI Emerging Markets ETF$2,389,212$115,000 ▲5.1%42,0711.1%FinancePEPPepsiCo$2,384,984$109,792 ▼-4.4%15,3581.1%Consumer StaplesORCLOracle$2,311,687$147,110 ▼-6.0%15,7141.1%Computer and TechnologyQQQInvesco QQQ$2,311,626$138,524 ▲6.4%4,0051.1%FinanceHDHome Depot$2,108,185$49,334 ▼-2.3%6,4101.0%Retail/WholesaleXOMExxonMobil$2,100,2210.0%12,3791.0%EnergyMSMorgan Stanley$1,957,3960.0%11,8940.9%FinanceBMYBristol Myers Squibb$1,854,215$72,720 ▼-3.8%30,5720.9%MedicalEWGiShares MSCI Germany ETF$1,747,900$34,513 ▲2.0%44,0610.8%ETFMOAltria Group$1,631,388$75,888 ▲4.9%24,7220.8%Consumer StaplesDVYiShares Select Dividend ETF$1,611,954$34,371 ▲2.2%10,6460.8%ETFJPMJPMorgan Chase & Co.$1,494,389$411,839 ▼-21.6%5,0800.7%FinanceTAT&T$1,475,113$75,607 ▲5.4%50,8830.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,445,351$324 ▲0.0%26,7410.7%ETFGOOGLAlphabet$1,445,231$20,991 ▲1.5%5,0260.7%Computer and TechnologyPRCHPorch Group$1,436,151$58,794 ▼-3.9%200,3000.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,428,7970.0%2,1970.7%FinanceTNADirexion Daily Small Cap Bull 3X Shares$1,226,814$88,260 ▲7.8%27,8000.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,216,510$115,436 ▲10.5%17,4410.6%ETFMETAMeta Platforms$1,204,595$37,197 ▲3.2%2,1050.6%Computer and TechnologyIEURiShares Core MSCI Europe ETF$1,192,482$28,108 ▲2.4%16,9700.6%ETFIWSiShares Russell Mid-Cap Value ETF$1,063,7560.0%7,2990.5%ETFXBISPDR S&P Biotech ETF$1,021,840$255,460 ▼-20.0%8,0000.5%ETFVEAVanguard FTSE Developed Markets ETF$983,756$384 ▲0.0%15,3520.5%ETFEPIWisdomTree India Earnings Fund$978,0580.0%23,9720.5%FinanceTSLATesla$912,367$6,020,730 ▼-86.8%2,4540.4%Auto/Tires/TrucksCLXClorox$892,140$112,852 ▼-11.2%8,6090.4%Consumer StaplesSOFISoFi Technologies$822,854$142,920 ▼-14.8%51,8170.4%FinanceGSThe Goldman Sachs Group$799,461$105,749 ▼-11.7%9450.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$768,7200.0%6,0000.4%ETFIAUiShares Gold Trust$709,600$17,191 ▼-2.4%8,0490.3%FinanceXLFFinancial Select Sector SPDR Fund$683,380$19,748 ▼-2.8%13,8420.3%ETFABBVAbbVie$657,255$7,612 ▼-1.1%3,0220.3%MedicalVUGVanguard Growth ETF$613,690$437 ▼-0.1%1,4050.3%ETFTQQQProShares UltraPro QQQ$571,016$20,840 ▼-3.5%13,7000.3%ETFBRK.BBerkshire Hathaway$549,1630.0%1,1460.3%FinanceGGLLDirexion Daily GOOGL Bull 2X Shares$546,3500.0%7,0000.3%ETFEWZiShares MSCI Brazil ETF$541,645$2,534 ▼-0.5%14,1090.3%ETFKRESPDR S&P Regional Banking ETF$521,8520.0%8,0100.2%ETFJOESt. Joe$513,704$12,811 ▼-2.4%8,1800.2%FinanceDLSWisdomTree International SmallCap Dividend Fund$507,0120.0%6,2210.2%FinanceMMM3M$492,911$108,923 ▼-18.1%3,3940.2%Multi-Sector ConglomeratesEMREmerson Electric$488,0500.0%3,7250.2%IndustrialsSCHWCharles Schwab$469,9000.0%5,0000.2%FinanceMRKMerck & Co., Inc.$426,295$120 ▲0.0%3,5440.2%MedicalPNCThe PNC Financial Services Group$418,2610.0%2,0100.2%FinanceGLDSPDR Gold Shares$398,018$10,757 ▲2.8%9250.2%FinanceIATiShares U.S. Regional Banks ETF$392,4940.0%7,2900.2%ETFZZillow Group$388,310$37,242 ▼-8.8%9,3840.2%Computer and TechnologyDEDeere & Company$386,4240.0%6860.2%IndustrialsEWJiShares MSCI Japan ETF$372,1270.0%4,4070.2%ETFEWNiShares MSCI Netherlands ETF$357,8270.0%6,2220.2%ETFXLEEnergy Select Sector SPDR Fund$357,7580.0%5,8400.2%ETFGLWCorning$353,5220.0%2,6000.2%Computer and TechnologyKOCocaCola$350,489$76,044 ▼-17.8%4,6090.2%Consumer StaplesDISWalt Disney$326,632$64,864 ▼-16.6%3,3890.2%Consumer DiscretionaryGEHCGE HealthCare Technologies$320,381$9,752 ▼-3.0%4,5010.1%MedicalISRGIntuitive Surgical$311,1680.0%6750.1%MedicalSBUXStarbucks$301,112$448 ▼-0.1%3,3610.1%Retail/WholesaleDWMWisdomTree International Equity Fund$286,5510.0%4,1000.1%FinanceWATWaters$282,910$40,203 ▲16.6%9500.1%MedicalEWDiShares MSCI Sweden ETF$276,6810.0%5,6790.1%FinanceUBERUber Technologies$268,2270.0%3,7290.1%Computer and TechnologyVGTVanguard Information Technology ETF$263,0400.0%3770.1%ETFKBHKB Home$257,1980.0%4,9700.1%ConstructionGISGeneral Mills$255,478$93,050 ▼-26.7%6,8640.1%Consumer StaplesINDYiShares India 50 ETF$253,6510.0%6,0050.1%ManufacturingIYRiShares U.S. Real Estate ETF$244,2480.0%2,5830.1%ETFDGXQuest Diagnostics$235,1760.0%1,2000.1%MedicalEWAiShares MSCI Australia ETF$233,045$2,776 ▼-1.2%8,3950.1%FinanceNFLXNetflix$219,414$219,414 ▲New Holding2,2820.1%Consumer DiscretionaryVZVerizon Communications$218,491$218,491 ▲New Holding4,3520.1%Computer and TechnologyVISVanguard Industrials ETF$187,3320.0%6000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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