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CIK: 0001906223
Total reported value
$196.3M
$196.3M
135 檔
33.8%
At the close of Q1 2026, Viewpoint Capital Management LLC disclosed equity holdings valued at approximately $196.3M, spread across 135 reported holdings.
In Q1 2026, Viewpoint Capital Management LLC adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.17% | -2.81% | +0.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.47% | +1.38% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | +0.30% | -0.52% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 4.27% | +0.60% | +1.44% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 4.24% | +0.45% | -0.04% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 3.67% | — | -2.63% | |
| 7 | C | Citigroup Inc | Stock-Financials | 3.11% | +0.10% | -3.70% | |
| 8 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.90% | +0.21% | +6.17% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.60% | +0.28% | -2.25% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.53% | -0.83% | |
| 11 | GE | General Electric | Stock-Industrials | 2.09% | +0.50% | — | |
| 12 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.88% | +0.18% | -9.01% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.17% | — | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 1.63% | +0.45% | -0.12% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.07% | -4.54% | |
| 16 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.56% | -0.40% | +4.48% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.53% | +0.57% | +12.38% | |
| 18 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.47% | -0.08% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.44% | -0.19% | -7.63% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.40% | +10.83% | |
| 21 | AIG | American International Group | Stock-Financials | 1.32% | -0.55% | -8.21% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.28% | +0.33% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | -0.09% | -4.26% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.26% | +0.03% | +0.93% | |
| 25 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.22% | -0.18% | -2.93% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.15% | +0.20% | +5.70% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.14% | +0.15% | +4.70% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.12% | +0.20% | +5.06% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.19% | -4.40% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -1.04% | -5.98% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.40% | +6.37% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | +0.06% | -2.29% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.45% | — | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.91% | -0.05% | — | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.87% | -0.20% | -3.77% | |
| 36 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.82% | -0.10% | +2.01% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.76% | -0.08% | +4.88% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.75% | +0.04% | +2.18% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.31% | -21.60% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.69% | -0.24% | +5.40% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | +0.13% | +0.02% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.24% | +1.47% | |
| 43 | PRCH | Porch Group Inc | Stock-Other | 0.67% | +0.86% | -3.93% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.67% | EXIT | |
| 45 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.57% | +0.49% | +7.75% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.18% | +10.48% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.11% | +3.19% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.56% | +0.07% | +2.41% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.50% | +0.05% | — | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.48% | +0.16% | -20.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.1% | -0.04% | Trim |
| 2 | IWN | Ishares Russell 2000 Value E | +0.5% | +1.44% | Add |
| 3 | GEV | GE Vernova Inc | +0.5% | -0.12% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 5 | JNJ | Johnson & Johnson | +0.3% | -4.54% | Trim |
| 6 | IWM | Ishares Russell 2000 ETF | +0.3% | +12.38% | Add |
| 7 | COST | Costco Wholesale CORP | +0.3% | +0.93% | Add |
| 8 | XHB | Ss Spdr S&p Homebldrs ETF | +0.3% | +6.17% | Add |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | -2.25% | Trim |
| 10 | T | At&t Inc | +0.2% | +5.40% | Add |
| 11 | MO | Altria Group Inc | +0.2% | +4.88% | Add |
| 12 | EEM | Ishares Msci Emerging Market | +0.2% | +5.06% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.2% | — | Unchanged |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | — | Unchanged |
| 15 | EFA | Ishares Msci Eafe ETF | +0.2% | +5.70% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | -3.77% | Trim |
| 17 | IBB | Ishares Biotechnology ETF | +0.1% | +4.70% | Add |
| 18 | ISCV | Ishares Morningstar Small-ca | +0.1% | — | Unchanged |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +10.83% | Add |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +10.48% | Add |
| 21 | DVY | Ishares Select Dividend ETF | +0.1% | +2.18% | Add |
| 22 | PEP | Pepsico Inc | +0.1% | -4.40% | Trim |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.37% | Add |
| 25 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 26 | XLE | Ss Energy Select Sector | +0.1% | — | Unchanged |
| 27 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.1% | +7.75% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.02% | Add |
| 29 | PG | Procter & Gamble Co/the | +0.1% | -4.26% | Trim |
| 30 | EWZ | Ishares Msci Brazil ETF | +0.1% | -0.47% | Trim |
| 31 | IWS | Ishares Russell Mid-cap Valu | +0.1% | — | Unchanged |
| 32 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +2.41% | Add |
| 33 | DE | Deere & Co | 0% | — | Unchanged |
| 34 | MRK | Merck & Co. Inc. | 0% | +0.03% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | +2.78% | Add |
| 36 | IAU | Ishares Gold Trust | 0% | -2.37% | Trim |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +0.04% | Add |
| 38 | C | Citigroup Inc | 0% | -3.70% | Trim |
| 39 | NVDA | Nvidia CORP | 0% | -0.52% | Trim |
| 40 | EWG | Ishares Msci Germany ETF | 0% | +2.01% | Add |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 42 | ✓ | 0% | +271.00% | Add | |
| 43 | DGX | Quest Diagnostics Inc | 0% | — | Unchanged |
| 44 | SBUX | Starbucks CORP | 0% | -0.15% | Trim |
| 45 | EWJ | Ishares Msci Japan ETF | 0% | — | Unchanged |
| 46 | JOE | St Joe Co/the | 0% | -2.43% | Trim |
| 47 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 48 | DLS | Wisdomtree Intl S/c Dvd Fund | 0% | — | Unchanged |
| 49 | EWN | Ishares Msci Netherlands ETF | 0% | — | Unchanged |
| 50 | KRE | Ss Spdr S&p Regional Bank | 0% | — | Unchanged |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 135 disclosed positions in Q1 2026.
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 33.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
NFLX
市值: $219.4K
Top Position Liquidated / Trimmed
PLTR
前期市值: $402.4K
During Q1 2026, Viewpoint Capital Management LLC's top holdings by market value included AMZN (12.2%)、VOO (5.5%)、NVDA (4.9%). The largest single position, AMZN, represented 12.2% of total portfolio value.
In Q1 2026, Viewpoint Capital Management LLC made 83 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 42 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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