CIK: 0001994495
Total reported value
$376.7M
Reporting period: 2026-03-31 · Number of holdings: 140
Global View Capital Management LLC disclosed 140 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $376.7M and a quarterly turnover rate of 73.1%.
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Global View Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.092 — mathematically equivalent to about 11 equally-sized positions, well below its 140 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 3.46), 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.
Trim QLD
-63.8% -$87.2M
Add USFR
+23.8% $13.3M
Add SGOL
+672.1% $25.9M
Trim QQQM
-92.6% -$18.0M
Trim SSO
-67.1% -$19.0M
Trim SPYM
-38.6% -$21.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 18.41% | +7.97% | +23.79% | |
| 2 | MQQQ | Tradr 2x Long Innovation 100 | ETF-Other | 17.88% | +1.13% | -13.47% | |
| 3 | QLD | Proshares Ultra Qqq | ETF-Other | 10.55% | -13.11% | -63.85% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.10% | -1.62% | -38.63% | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.81% | +7.16% | +672.12% | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-Other | 2.11% | -2.92% | -67.13% | |
| 7 | ABEQ | Absolute Select Value ETF | ETF-Other | 1.76% | +0.85% | +29.62% | |
| 8 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 1.39% | +1.28% | +794.48% | |
| 9 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 1.17% | +0.46% | +1.52% | |
| 10 | SBAR | Simplify Barrier Income ETF | ETF-Other | 1.07% | +1.07% | NEW | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.01% | — | -6.83% | |
| 12 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.98% | +0.71% | +159.51% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.78% | +0.02% | -26.76% | |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.75% | — | -6.30% | |
| 15 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.72% | +0.72% | NEW | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.71% | +0.71% | NEW | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.70% | +0.47% | +116.08% | |
| 18 | AVSF | Avantis Short-term Fixed INC | ETF-Other | 0.69% | +0.69% | NEW | |
| 19 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.68% | +0.68% | NEW | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.66% | — | -9.30% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.59% | +0.41% | +118.07% | |
| 22 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.55% | — | -4.34% | |
| 23 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.53% | — | -1.08% | |
| 24 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.48% | — | +0.45% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.47% | +0.28% | +64.30% | |
| 26 | USO | United States Oil Fund LP | ETF-Other | 0.46% | +0.46% | NEW | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 0.43% | -0.22% | -56.10% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | — | -7.63% | |
| 29 | BWET | Breakwave Tanker Shipping | ETF-Other | 0.42% | +0.42% | NEW | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.40% | — | +17.50% | |
| 31 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.40% | — | +25.72% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.38% | NEW | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.37% | — | -3.29% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.36% | -3.24% | -92.60% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | — | -4.43% | |
| 36 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 0.34% | +0.34% | NEW | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.34% | +0.27% | +163.77% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | — | -12.69% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | — | -8.59% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -1.28% | -85.63% | |
| 41 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.31% | +0.31% | NEW | |
| 42 | JOJO | Atac Credit Rotation ETF | ETF-Other | 0.30% | — | +0.79% | |
| 43 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.30% | — | +20.45% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-Other | 0.30% | — | +11.22% | |
| 45 | AAPL | Apple INC | Stock-Tech | 0.29% | — | +2.66% | |
| 46 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 0.29% | — | +0.55% | |
| 47 | DAX | Global X Dax Germany ETF | ETF-Other | 0.29% | — | -12.93% | |
| 48 | CTA | Simplify Managed Futures St | ETF-Other | 0.29% | — | +24.58% | |
| 49 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.28% | — | -0.85% | |
| 50 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.27% | — | -0.83% |
Performance for Q3 2026
+5.3%
Performance Last 4 Quarters
+31.2%
Based on 68% of reported portfolio value with available pricing
Global View Capital Management LLC's most significant position changes for 2026-03-31: Sold out: Proshares Ultra Dow30 (DDM); New buy: Simplify Barrier Income ETF (SBAR); New buy: Invesco Ultra Short Duration (GSY); Sold out: Ishares Morningstar Value Et (ILCV); New buy: First Trust Morn Dvd Lead In (FDL).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-14 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-29 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
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