Viewpoint Capital Management LLC
121 holdingsFiling period: 2026-06-30Current AUM: $195.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 77.1K | $18.4M | $19.2M | 9.80% | -47,933 | 2026-06-30 |
| 2 | VOO | VANGUARD INDEX FDS | 19.6K | $13.5M | $13.6M | 6.98% | -- | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 50.7K | $10.1M | $10.8M | 5.50% | -8,990 | 2026-06-30 |
| 4 | IWN | ISHARES TR | 43.2K | $9.6M | $9.4M | 4.81% | -5,063 | 2026-06-30 |
| 5 | CAT | CATERPILLAR INC | 8.7K | $9.2M | $6.8M | 3.47% | -4,151 | 2026-06-30 |
| 6 | BAC | BANK OF AMER CORP | 126.5K | $7.2M | $7.5M | 3.85% | -34,435 | 2026-06-30 |
| 7 | C | CITIGROUP INC | 45.1K | $6.3M | $6.1M | 3.14% | -13,559 | 2026-06-30 |
| 8 | XHB | SPDR SERIES TRUST | 52.8K | $6.1M | $5.2M | 2.64% | -10,017 | 2026-06-30 |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | 36.7K | $5.7M | $5.7M | 2.93% | -1,471 | 2026-06-30 |
| 10 | GE | GE AEROSPACE | 13.6K | $5.1M | $4.2M | 2.13% | -2,190 | 2026-06-30 |
| 11 | IWM | ISHARES TR | 13.7K | $4.1M | $3.9M | 2.00% | +477 | 2026-06-30 |
| 12 | GEV | GE VERNOVA INC | 3.5K | $4.1M | $3.1M | 1.57% | -535 | 2026-06-30 |
| 13 | EUFN | ISHARES TR | 103.6K | $4.0M | $4.3M | 2.20% | -11,972 | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 9.6K | $3.6M | $4.8M | 2.44% | -3,971 | 2026-06-30 |
| 15 | IJR | ISHARES TR | 23.9K | $3.5M | $3.3M | 1.71% | -4,370 | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 10.0K | $3.5M | $3.4M | 1.75% | -401 | 2026-06-30 |
| 17 | VB | VANGUARD INDEX FDS | 10.5K | $3.2M | $3.0M | 1.56% | -- | 2026-06-30 |
| 18 | PRCH | PORCH GROUP INC | 199.2K | $3.0M | $3.2M | 1.64% | -1,100 | 2026-06-30 |
| 19 | JNJ | JOHNSON & JOHNSON | 11.6K | $2.9M | $3.1M | 1.58% | -2,184 | 2026-06-30 |
| 20 | QQQ | INVESCO QQQ TR | 3.9K | $2.9M | $2.8M | 1.42% | -70 | 2026-06-30 |
| 21 | ISCV | ISHARES TR | 34.7K | $2.7M | $2.7M | 1.39% | -10,650 | 2026-06-30 |
| 22 | EFA | ISHARES TR | 25.6K | $2.7M | $2.7M | 1.38% | +185 | 2026-06-30 |
| 23 | EEM | ISHARES TR | 37.7K | $2.6M | $2.5M | 1.27% | -4,332 | 2026-06-30 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 2.7K | $2.5M | $2.4M | 1.25% | -- | 2026-06-30 |
| 25 | IBB | ISHARES TR | 13.3K | $2.5M | $2.7M | 1.37% | -1,206 | 2026-06-30 |
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