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CIK: 0001906223
Total reported value
$196.3M
$196.3M
134 檔
35.6%
During the Q4 2025 filing period, Viewpoint Capital Management LLC (CIK: 0001906223) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $196.3M across 134 reported positions.
Viewpoint Capital Management LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.47% | -2.81% | +1.24% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.32% | +1.38% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.85% | +0.30% | -4.68% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.94% | — | -0.35% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.73% | +0.60% | +2.53% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.63% | -0.35% | +1.10% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.18% | +0.45% | +0.32% | |
| 8 | C | Citigroup Inc | Stock-Financials | 3.08% | +0.10% | -0.99% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.53% | +0.01% | |
| 10 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.64% | +0.21% | +0.82% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.42% | +0.28% | +1.20% | |
| 12 | GE | General Electric | Stock-Industrials | 2.10% | +0.50% | -0.81% | |
| 13 | EUFN | Ishares Msci Europe Financia | ETF-Other | 2.04% | +0.18% | +0.01% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.66% | -0.40% | +1.61% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.19% | -5.97% | |
| 16 | AIG | American International Group | Stock-Financials | 1.51% | -0.55% | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.47% | +0.17% | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.41% | -1.04% | -0.07% | |
| 19 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.35% | -0.08% | +0.27% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.07% | +0.75% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.40% | +0.76% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.26% | +0.57% | +8.46% | |
| 23 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.25% | -0.18% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.09% | +1.01% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | +0.33% | — | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 1.13% | +0.45% | +0.30% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.01% | +0.15% | +8.69% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | +0.03% | -0.74% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.40% | -5.85% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.00% | +0.20% | +4.07% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.19% | +0.66% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | +0.06% | -4.18% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.95% | +0.20% | +0.20% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.91% | -0.05% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.31% | -2.63% | |
| 36 | PRCH | Porch Group Inc | Stock-Other | 0.82% | +0.86% | -0.67% | |
| 37 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.80% | -0.10% | +0.02% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | -0.20% | -0.15% | |
| 39 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.69% | +0.09% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.24% | +0.51% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.67% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.45% | -0.58% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.64% | +0.04% | +6.26% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | +0.13% | -0.07% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.59% | -0.08% | +0.40% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.11% | -0.15% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.53% | +0.16% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.24% | +1.29% | |
| 49 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.51% | +0.07% | — | |
| 50 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.51% | +0.49% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | +1.24% | Add |
| 2 | CAT | Caterpillar Inc | +0.5% | +0.32% | Add |
| 3 | C | Citigroup Inc | +0.3% | -0.99% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +0.76% | Add |
| 5 | IBB | Ishares Biotechnology ETF | +0.2% | +8.69% | Add |
| 6 | BAC | Bank Of America CORP | +0.2% | -0.35% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.51% | Add |
| 8 | IWN | Ishares Russell 2000 Value E | +0.1% | +2.53% | Add |
| 9 | EUFN | Ishares Msci Europe Financia | +0.1% | +0.01% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.75% | Add |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | -0.15% | Trim |
| 12 | AIG | American International Group | +0.1% | — | Unchanged |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | +8.46% | Add |
| 14 | GGLL | Direxion Daily Googl Bull 2x | +0.1% | — | Unchanged |
| 15 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | — | Unchanged |
| 16 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 17 | GEV | GE Vernova Inc | +0.1% | +0.30% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +4.07% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 20 | IEMG | Ishares Core Msci Emerging | 0% | +7.13% | Add |
| 21 | XOM | Exxon Mobil CORP | 0% | -0.58% | Trim |
| 22 | TSLA | Tesla Inc | 0% | +1.10% | Add |
| 23 | ISCV | Ishares Morningstar Small-ca | 0% | +0.27% | Add |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | — | +1.20% | Add |
| 25 | Z | Zillow Group Inc - C | -0.1% | — | Unchanged |
| 26 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -12.05% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -5.85% | Trim |
| 28 | T | At&t Inc | -0.1% | +1.29% | Add |
| 29 | META | Meta Platforms Inc-class A | -0.1% | -0.15% | Trim |
| 30 | MO | Altria Group Inc | -0.1% | +0.40% | Add |
| 31 | PG | Procter & Gamble Co/the | -0.1% | +1.01% | Add |
| 32 | COST | Costco Wholesale CORP | -0.1% | -0.74% | Trim |
| 33 | CLX | Clorox Company | -0.1% | -0.15% | Trim |
| 34 | FXI | Ishares China Large-cap ETF | -0.1% | — | Unchanged |
| 35 | XHB | Ss Spdr S&p Homebldrs ETF | -0.2% | +0.82% | Add |
| 36 | HD | Home Depot Inc | -0.2% | -4.18% | Trim |
| 37 | MSFT | Microsoft CORP | -0.3% | +0.01% | Add |
| 38 | NVDA | Nvidia CORP | -0.3% | -4.68% | Trim |
| 39 | KWEB | Kranesh Csi China Internet | -0.4% | +1.61% | Add |
| 40 | ORCL | Oracle CORP | -0.7% | -0.07% | Trim |
| 41 | PRCH | Porch Group Inc | -0.7% | -0.67% | Trim |
| 42 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 43 | ETHE | Grayscale Ethereum Staking E | — | EXIT | Sold out |
| 44 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 45 | ARKK | Ark Innovation ETF | — | EXIT | Sold out |
| 46 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 47 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 48 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 49 | BHC | Bausch Health Cos Inc | — | EXIT | Sold out |
| 50 | ✓ | — | 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 134 disclosed positions in Q4 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 35.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SOFI
市值: $1.6M
Top Position Liquidated / Trimmed
ETHE
前期市值: $239.9K
During Q4 2025, Viewpoint Capital Management LLC's top holdings by market value included AMZN (12.5%)、VOO (5.3%)、NVDA (4.8%). The largest single position, AMZN, represented 12.5% of total portfolio value.
In Q4 2025, Viewpoint Capital Management LLC made 43 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 6 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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