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CIK: 0001906223
Total reported value
$196.3M
$196.3M
136 檔
32.3%
In Q2 2025, Viewpoint Capital Management LLC's U.S. equity holdings reached a combined market value of $196.3M, distributed across 136 disclosed stock positions.
In Q2 2025, Viewpoint Capital Management LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.27% | -2.81% | -0.53% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.46% | +1.38% | +0.90% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.09% | +0.30% | -1.74% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.83% | — | -0.30% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.51% | +0.60% | -0.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.53% | +0.18% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.90% | -0.35% | +0.95% | |
| 8 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.78% | +0.21% | -0.88% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.57% | +0.10% | -0.49% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.47% | +0.28% | +0.27% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.43% | +0.45% | -5.48% | |
| 12 | GE | General Electric | Stock-Industrials | 2.01% | +0.50% | -2.39% | |
| 13 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.93% | +0.18% | -0.18% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.83% | -0.40% | +0.30% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.79% | -1.04% | -0.01% | |
| 16 | AIG | American International Group | Stock-Financials | 1.74% | -0.55% | -2.36% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.58% | -0.09% | -3.33% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.17% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.19% | -0.01% | |
| 20 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.36% | -0.08% | -0.27% | |
| 21 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.35% | -0.18% | -2.28% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | +0.03% | +0.22% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | +0.06% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.22% | +0.33% | +0.48% | |
| 25 | PRCH | Porch Group Inc | Stock-Other | 1.21% | +0.86% | +1.71% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.19% | -1.75% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.07% | -0.67% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | +0.57% | +1.77% | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 1.04% | +0.45% | +0.25% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.40% | -3.86% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | +0.20% | -5.57% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.31% | -0.75% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.95% | +0.20% | -1.65% | |
| 34 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.89% | -0.10% | +0.66% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.84% | -0.05% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.40% | -5.02% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | -0.20% | -1.43% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.11% | -4.86% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.45% | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | -0.08% | -5.58% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.67% | -0.24% | -0.82% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | +0.13% | -0.32% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.64% | +0.04% | +0.56% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.67% | EXIT | |
| 45 | CLX | Clorox Company | Stock-Consumer Staples | 0.57% | -0.14% | -3.50% | |
| 46 | EPI | Wisdomtree India Earnings | ETF-Other | 0.56% | +0.06% | — | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.54% | +0.05% | -0.60% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.54% | +0.07% | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.10% | -2.21% | |
| 50 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.42% | +0.49% | +63.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -1.74% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.6% | -0.53% | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.18% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | -0.01% | Trim |
| 5 | PRCH | Porch Group Inc | +0.4% | +1.71% | Add |
| 6 | GEV | GE Vernova Inc | +0.4% | +0.25% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +0.95% | Add |
| 8 | GE | General Electric | +0.3% | -2.39% | Trim |
| 9 | C | Citigroup Inc | +0.2% | -0.49% | Trim |
| 10 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.2% | +63.29% | Add |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +0.27% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 13 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 14 | BAC | Bank Of America CORP | +0.1% | -0.30% | Trim |
| 15 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +42.86% | Add |
| 16 | ESML | Ishares Esg Aware Msci USA S | +0.1% | NEW | New buy |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.90% | Add |
| 18 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -4.86% | Trim |
| 20 | TQQQ | Proshares Ultrapro Qqq | +0.1% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.75% | Trim |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -4.84% | Trim |
| 23 | EWG | Ishares Msci Germany ETF | 0% | +0.66% | Add |
| 24 | CAT | Caterpillar Inc | 0% | -5.48% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | -3.86% | Trim |
| 26 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 27 | EUFN | Ishares Msci Europe Financia | 0% | -0.18% | Trim |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | +1.77% | Add |
| 29 | EEM | Ishares Msci Emerging Market | 0% | -1.65% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | 0% | -5.02% | Trim |
| 31 | VB | Vanguard Small-cap ETF | 0% | +0.48% | Add |
| 32 | COST | Costco Wholesale CORP | -0.1% | +0.22% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | Unchanged |
| 34 | DPST | Dirx Dly Rgnl Bnk B3x Etf-ui | -0.1% | EXIT | Sold out |
| 35 | GPC | Genuine Parts Co | -0.1% | EXIT | Sold out |
| 36 | JD | Jd.com Inc-adr | -0.1% | EXIT | Sold out |
| 37 | BDX | Becton Dickinson And Co | -0.1% | EXIT | Sold out |
| 38 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 39 | IWN | Ishares Russell 2000 Value E | -0.2% | -0.45% | Trim |
| 40 | CLX | Clorox Company | -0.2% | -3.50% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.2% | -0.67% | Trim |
| 42 | AIG | American International Group | -0.2% | -2.36% | Trim |
| 43 | FAS | Dirx Dly Finacial B3x Etf-ui | -0.3% | EXIT | Sold out |
| 44 | AAPL | Apple Inc | -0.3% | -0.01% | Trim |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.3% | EXIT | Sold out |
| 46 | CELH | Celsius Holdings Inc | -0.3% | EXIT | Sold out |
| 47 | PEP | Pepsico Inc | -0.3% | -1.75% | Trim |
| 48 | PG | Procter & Gamble Co/the | -0.3% | -3.33% | Trim |
| 49 | BMY | Bristol-myers Squibb Co | -0.4% | -1.43% | Trim |
| 50 | YINN | Direxion Dly Ftse Ch Bl3x-ui | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 136 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, NVDA) accounted for 32.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
PLTR
市值: $295.0K
Top Position Liquidated / Trimmed
YINN
前期市值: $861.7K
During Q2 2025, Viewpoint Capital Management LLC's top holdings by market value included AMZN (13.3%)、VOO (5.5%)、NVDA (5.1%). The largest single position, AMZN, represented 13.3% of total portfolio value.
In Q2 2025, Viewpoint Capital Management LLC made 45 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 22 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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