GV
Global View Capital Management LLC Investment Portfolio (Q2 2026) — 13F Stock Holdings
Global View Capital Management LLCCIK: 0001994495
Momentum followerHigh-turnover trader
Total reported value
$484.4M
Reporting period: 2026-06-30 · Number of holdings: 146
Global View Capital Management LLC disclosed 146 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $484.4M and a quarterly turnover rate of 71.3%.
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Personality snowflake
- Concentration
- 47.08
- Portfolio Stability
- 71.3
- Momentum
- 100
- Sector conviction
- 51.74
- Diversification
- 100
- Sizing Uniformity
- 59.63
Global View Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.118 — mathematically equivalent to about 8 equally-sized positions, well below its 146 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.04), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim USFR
-67.1% -$46.5M
Add MQQQ
+38.3% $78.2M
Add QQQM
+2033.4% $35.2M
Trim SGOL
-20.5% -$9.4M
New buy DDM
Trim SPYM
-13.1% -$56.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MQQQ | Tradr 2x Long Innovation 100 | ETF-Other | 30.04% | +12.16% | +38.32% | |
| 2 | QLD | Proshares Ultra Qqq | ETF-Other | 10.06% | -0.49% | -22.70% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.55% | +7.19% | +2033.43% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.29% | -1.81% | -13.06% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.71% | -13.70% | -67.08% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 4.14% | -3.67% | -20.55% | |
| 7 | DDM | Proshares Ultra Dow30 | ETF-Other | 3.45% | +3.45% | NEW | |
| 8 | SSO | Proshares Ultra S&p500 | ETF-Other | 2.26% | +0.15% | +6.30% | |
| 9 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 2.24% | +1.71% | +443.20% | |
| 10 | UWM | Proshares Ultra Russell2000 | ETF-Other | 1.31% | +0.33% | +19.24% | |
| 11 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.30% | +1.30% | NEW | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.26% | +1.02% | +582.46% | |
| 13 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 1.18% | +0.01% | +34.01% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.15% | +0.37% | +89.33% | |
| 15 | ABEQ | Absolute Select Value ETF | ETF-Other | 1.04% | -0.72% | -22.84% | |
| 16 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.82% | -0.19% | +4.54% | |
| 17 | RZG | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.81% | +0.81% | NEW | |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.63% | -0.12% | -1.03% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.56% | +0.56% | NEW | |
| 20 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.55% | +0.15% | +33.09% | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.52% | -0.20% | -6.78% | |
| 22 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.50% | +0.50% | NEW | |
| 23 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.46% | +0.46% | NEW | |
| 24 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.43% | +0.03% | +23.79% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.04% | +18.21% | |
| 26 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.38% | -0.10% | +2.55% | |
| 27 | DIVD | Altrius Global Dividend ETF | ETF-Other | 0.38% | +0.16% | +109.06% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.06% | +10.52% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.05% | +28.71% | |
| 30 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.35% | -0.20% | -18.02% | |
| 31 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.34% | +0.34% | NEW | |
| 32 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.32% | +0.02% | +65.38% | |
| 33 | CTA | Simplify Managed Futures St | ETF-Other | 0.32% | +0.03% | +68.39% | |
| 34 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 0.31% | +0.02% | +29.30% | |
| 35 | CLOI | Vaneck Clo ETF | ETF-Other | 0.31% | +0.31% | NEW | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | -0.16% | -14.03% | |
| 37 | AIRR | First Trust Rba American Ind | ETF-Other | 0.30% | — | +9.55% | |
| 38 | JOJO | Atac Credit Rotation ETF | ETF-Other | 0.30% | — | +27.32% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | +10.39% | |
| 40 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 0.28% | +0.07% | -10.79% | |
| 41 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.28% | -0.42% | -48.83% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.24% | +0.07% | +74.61% | |
| 43 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.24% | -0.07% | -14.54% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.24% | -0.13% | -18.28% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.24% | +0.14% | +48.71% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | -0.09% | -18.65% | |
| 47 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.23% | +0.23% | NEW | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.11% | -18.98% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.03% | +21.00% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.22% | +0.06% | +67.25% |
1–50 of 146
Portfolio Performance
Performance for Q3 2026
-1.5%
Performance Last 4 Quarters
+28.8%
- Stdev
- +19.7%
- Beta
- +1.36
- Alpha
- -2.2%
- Max Drawdown
- -8%
- Annualized Perf
- +24.5%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.96
- Stutzer
- +0.38
- Treynor
- +0.18
- Sterling
- +1.36
- Calmar
- +3.06
- Information Ratio
- +0.53
- Tracking Error
- +9%
- Stdev Down
- +8.1%
- Winning Months %
- +55.6%
- Losing Months %
- +44.4%
- Best 12 Months
- +40.4%
- Worst 12 Months
- +13.4%
- Efficiency Ratio
- +0.51
- Sharpe
- +1.21
- Stdev Sectors
- +8.5%
- Skewness
- +0.9
- Kurtosis
- +1.04
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Global View Capital Management LLC's most significant position changes for 2026-06-30: New buy: Proshares Ultra Dow30 (DDM); New buy: Invesco S&p 500 Pure Growth (RPG); Sold out: Simplify Barrier Income ETF (SBAR); New buy: Invesco S&p Smallcap 600 Pur (RZG); New buy: Ss Spdr Bb 1-3m T-bill ETF (BIL).
1–50 of 173
Filing History
FAQ
What is Global View Capital Management LLC and what type of investor is it?
Global View Capital Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $484.4M, spread across 146 disclosed positions.
What are Global View Capital Management LLC's largest equity positions?
Based on the latest 13F filing, Global View Capital Management LLC's top holdings by market value are:
1. Tradr 2x Long Innovation 100 (MQQQ) — $145.5M (30.0%)
2. Proshares Ultra Qqq (QLD) — $48.7M (10.1%)
3. Invesco Nasdaq 100 ETF (QQQM) — $36.6M (7.5%)
4. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $30.5M (6.3%)
5. Wisdomtree Floating Rate Tre (USFR) — $22.8M (4.7%)
What changes did Global View Capital Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Global View Capital Management LLC made 173 notable position adjustments: 33 new positions were initiated, 51 existing holdings were added to, 62 positions were partially reduced, and 27 were completely exited. The largest of these moves: New buy: Proshares Ultra Dow30 (DDM); New buy: Invesco S&p 500 Pure Growth (RPG); Sold out: Simplify Barrier Income ETF (SBAR); New buy: Invesco S&p Smallcap 600 Pur (RZG); New buy: Ss Spdr Bb 1-3m T-bill ETF (BIL)
What sectors does Global View Capital Management LLC focus on?
Global View Capital Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 33.7%
• Industrials: 13.9%
• Health Care: 11.6%
• Financials: 8.6%
• Communication Services: 6.9%
• Consumer Discretionary: 6.8%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Global View Capital Management LLC returned an annualized 24.5% over the trailing 18 months — underperforming the S&P 500 by 2.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.36 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is moderately concentrated and fast-trading, with 33.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 71 over the past 4 quarters — a shift toward more active trading.
It has added to its UWM position over the past two quarters (+$4.9M, now $6.3M), while trimming SPYM over the same stretch (-$21.7M, still holding $30.5M).
Peer Institutions
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Portfolio Stability24.1
Sector conviction62.5
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PW
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Total reported value
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JI
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CIK 0001776321
Total reported value
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Portfolio Stability0.0
Sector conviction60.8
AUM within 0.0% of this institution
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Developer Access
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