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CIK: 0001767457
Total reported value
$289.7M
$289.7M
36 檔
39.4%
According to the latest 13F quarterly dataset, Viewpoint Investment Partners CORP managed an equity portfolio of $289.7M at the end of Q3 2025, spanning 36 distinct U.S. exchange-listed positions.
In Q3 2025, Viewpoint Investment Partners CORP displayed an active expansion posture, initiating 3 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 19.49% | -1.72% | — | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-Other | 19.15% | +7.44% | — | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 15.27% | — | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.90% | -1.11% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.48% | -0.72% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | -0.46% | — | |
| 7 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.80% | -0.31% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | -0.43% | — | |
| 9 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.55% | -0.07% | EXIT | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.51% | -0.73% | — | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.17% | +0.65% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.04% | — | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.94% | -0.43% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | -0.23% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.51% | -0.60% | — | |
| 16 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 1.46% | -0.26% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.25% | -0.20% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | -0.19% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.10% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.12% | — | |
| 21 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.06% | -0.20% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.46% | — | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.95% | -0.27% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.06% | — | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.68% | -0.08% | — | |
| 26 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.60% | -0.11% | — | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.04% | — | |
| 28 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.57% | -0.18% | — | |
| 29 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.53% | +0.14% | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.07% | — | |
| 31 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.40% | — | — | |
| 32 | LBRDA | Liberty Broadband-a | Stock-Other | 0.30% | -0.14% | EXIT | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.04% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | -0.17% | — | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.17% | — | — | |
| 36 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.12% | -0.04% | — |
According to official SEC Form 13F filings, Viewpoint Investment Partners CORP reported a total U.S. public equity portfolio value of $289.7M across 36 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including EMLC, TIP, HYG) accounted for 39.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEA
市值: $2.2M
Top Position Liquidated / Trimmed
TIP
前期市值: $72.6M
During Q3 2025, Viewpoint Investment Partners CORP's top holdings by market value included EMLC (19.5%)、TIP (19.1%)、HYG (15.3%). The largest single position, EMLC, represented 19.5% of total portfolio value.
In Q3 2025, Viewpoint Investment Partners CORP made 32 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 5 holdings, and fully liquidating 0 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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