Viewpoint Capital Management LLC
136 holdingsFiling period: 2026-03-31Current AUM: $247.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 125.0K | $26.0M | $34.0M | 13.71% | +263 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 19.6K | $11.7M | $13.4M | 5.43% | -- | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 59.7K | $10.4M | $12.0M | 4.84% | -310 | 2026-03-31 |
| 4 | IWN | ISHARES TR | 48.2K | $9.1M | $10.7M | 4.31% | +683 | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC | 12.8K | $9.1M | $10.4M | 4.21% | -5 | 2026-03-31 |
| 6 | BAC | BANK AMERICA CORP | 160.9K | $7.8M | $10.0M | 4.02% | -4,355 | 2026-03-31 |
| 7 | C | CITIGROUP INC | 58.6K | $6.7M | $7.8M | 3.13% | -2,250 | 2026-03-31 |
| 8 | XHB | SPDR SERIES TRUST | 62.9K | $6.2M | $6.5M | 2.63% | +3.7K | 2026-03-31 |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | 38.2K | $5.6M | $5.7M | 2.32% | -880 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 13.6K | $5.0M | $6.3M | 2.54% | -113 | 2026-03-31 |
| 11 | GE | GE AEROSPACE | 15.8K | $4.5M | $5.7M | 2.29% | -- | 2026-03-31 |
| 12 | EUFN | ISHARES TR | 115.6K | $4.0M | $4.8M | 1.94% | -11,450 | 2026-03-31 |
| 13 | IJR | ISHARES TR | 28.3K | $3.5M | $4.1M | 1.66% | -- | 2026-03-31 |
| 14 | GEV | GE VERNOVA INC | 4.0K | $3.5M | $4.0M | 1.60% | -5 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 13.7K | $3.4M | $3.5M | 1.42% | -654 | 2026-03-31 |
| 16 | KWEB | KRANESHARES TRUST | 117.6K | $3.3M | $3.4M | 1.35% | +5.0K | 2026-03-31 |
| 17 | IWM | ISHARES TR | 13.2K | $3.3M | $3.9M | 1.55% | +1.5K | 2026-03-31 |
| 18 | ISCV | ISHARES TR | 45.4K | $3.2M | $3.6M | 1.46% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 12.1K | $3.1M | $3.7M | 1.51% | -1,000 | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 10.4K | $3.0M | $3.7M | 1.50% | +1.0K | 2026-03-31 |
| 21 | AIG | AMERICAN INTL GROUP INC | 37.4K | $2.8M | $2.9M | 1.19% | -3,350 | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 10.5K | $2.7M | $3.1M | 1.24% | -- | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 18.9K | $2.7M | $2.7M | 1.10% | -842 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 2.7K | $2.7M | $2.6M | 1.04% | +25 | 2026-03-31 |
| 25 | FXI | ISHARES TR | 72.9K | $2.6M | $2.7M | 1.07% | -2,200 | 2026-03-31 |
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