13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906223
Total reported value
$196.3M
$196.3M
150 檔
34.4%
According to the latest 13F quarterly dataset, Viewpoint Capital Management LLC managed an equity portfolio of $196.3M at the end of Q3 2025, spanning 150 distinct U.S. exchange-listed positions.
Viewpoint Capital Management LLC executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.91% | -2.81% | -0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.28% | +1.38% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.17% | +0.30% | -4.12% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.77% | — | +0.61% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.61% | -0.35% | -0.90% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.61% | +0.60% | +2.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.53% | +0.07% | |
| 8 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.86% | +0.21% | +2.17% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.75% | +0.10% | — | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.68% | +0.45% | — | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.42% | +0.28% | +2.91% | |
| 12 | GE | General Electric | Stock-Industrials | 2.11% | +0.50% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.07% | -1.04% | +0.07% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.05% | -0.40% | +2.15% | |
| 15 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.92% | +0.18% | +2.01% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.19% | -1.81% | |
| 17 | PRCH | Porch Group Inc | Stock-Other | 1.55% | +0.86% | +0.72% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.48% | +0.17% | — | |
| 19 | AIG | American International Group | Stock-Financials | 1.41% | -0.55% | -1.52% | |
| 20 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.36% | -0.18% | — | |
| 21 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.33% | -0.08% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.09% | -3.38% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | +0.06% | +0.09% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | +0.33% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.07% | -0.34% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.16% | +0.57% | +7.86% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | +0.03% | +0.37% | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 1.08% | +0.45% | -0.50% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.40% | +7.13% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.40% | -1.11% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.19% | -4.51% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | +0.20% | +2.99% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.94% | +0.20% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.31% | -0.08% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.83% | -0.05% | -1.86% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.81% | +0.15% | +1532.05% | |
| 37 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.79% | -0.10% | +0.36% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.68% | -0.08% | +0.51% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.11% | -0.54% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.67% | EXIT | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.13% | +0.07% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.63% | -0.20% | -4.32% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.45% | -3.70% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.61% | +0.04% | +0.41% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.59% | -0.24% | +1.40% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.24% | +0.57% | |
| 47 | CLX | Clorox Company | Stock-Consumer Staples | 0.53% | -0.14% | +0.80% | |
| 48 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.51% | +0.49% | — | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.51% | +0.05% | -0.48% | |
| 50 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.50% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -4.12% | Trim |
| 2 | TSLA | Tesla Inc | +1% | -0.90% | Add |
| 3 | ORCL | Oracle CORP | +0.8% | +0.07% | Add |
| 4 | IBB | Ishares Biotechnology ETF | +0.8% | +1532.05% | Add |
| 5 | PRCH | Porch Group Inc | +0.8% | +0.72% | Add |
| 6 | GEV | GE Vernova Inc | +0.4% | -0.50% | Trim |
| 7 | C | Citigroup Inc | +0.4% | — | Trim |
| 8 | MSFT | Microsoft CORP | +0.4% | +0.07% | Add |
| 9 | GE | General Electric | +0.4% | — | Trim |
| 10 | CAT | Caterpillar Inc | +0.3% | — | Trim |
| 11 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.3% | — | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -1.11% | Trim |
| 13 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | — | Add |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.86% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.57% | Trim |
| 16 | TQQQ | Proshares Ultrapro Qqq | +0.1% | — | Unchanged |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +2.91% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.13% | Add |
| 19 | GGLL | Direxion Daily Googl Bull 2x | +0.1% | — | Unchanged |
| 20 | MS | Morgan Stanley | +0.1% | -1.86% | Trim |
| 21 | BAC | Bank Of America CORP | +0.1% | +0.61% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -0.08% | Trim |
| 23 | KWEB | Kranesh Csi China Internet | 0% | +2.15% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.60% | Add |
| 25 | EUFN | Ishares Msci Europe Financia | 0% | +2.01% | Add |
| 26 | META | Meta Platforms Inc-class A | 0% | -0.54% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.07% | Trim |
| 28 | EEM | Ishares Msci Emerging Market | 0% | — | Trim |
| 29 | VB | Vanguard Small-cap ETF | -0.1% | — | Add |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Add |
| 31 | IWN | Ishares Russell 2000 Value E | -0.1% | +2.27% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | Unchanged |
| 33 | FXI | Ishares China Large-cap ETF | -0.1% | — | Trim |
| 34 | ISCV | Ishares Morningstar Small-ca | -0.1% | — | Trim |
| 35 | JNJ | Johnson & Johnson | -0.1% | -0.34% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | +0.09% | Add |
| 37 | AAPL | Apple Inc | -0.1% | -1.81% | Trim |
| 38 | XHB | Ss Spdr S&p Homebldrs ETF | -0.2% | +2.17% | Add |
| 39 | CLX | Clorox Company | -0.3% | +0.80% | Trim |
| 40 | PEP | Pepsico Inc | -0.4% | -4.51% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.5% | -4.32% | Trim |
| 42 | AIG | American International Group | -0.6% | -1.52% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.6% | -3.38% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.8% | -0.03% | Trim |
| 45 | YINN | Direxion Dly Ftse Ch Bl3x-ui | — | EXIT | Sold out |
| 46 | CELH | Celsius Holdings Inc | — | EXIT | Sold out |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 48 | FAS | Dirx Dly Finacial B3x Etf-ui | — | EXIT | Sold out |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | ETHE | Grayscale Ethereum Staking E | — | NEW | New buy |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 150 disclosed positions in Q3 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 34.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $382.0K
Top Position Liquidated / Trimmed
YINN
前期市值: $861.7K
During Q3 2025, Viewpoint Capital Management LLC's top holdings by market value included AMZN (11.9%)、VOO (5.3%)、NVDA (5.2%). The largest single position, AMZN, represented 11.9% of total portfolio value.
In Q3 2025, Viewpoint Capital Management LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 22 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.