Investor
Viewpoint Capital Management LLC
CIK 0001906223 · filed 2026-04-17 · SEC filing
13F book
$214M
Positions
135
7 new · 6 sold
Largest name
12.2%
Amazon Com Inc · AMZN
Est. mark
−$7.28M
Price effect on 128 names still held. Flow −$9.58M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 125K | $26M | 12.2% | −$2.81M | Added−$2.76M |
| Vanguard Index Fds | — | 19.6K | $11.7M | 5.5% | −$579.3K | Held |
| Nvidia Corp | NVDA | 59.7K | $10.4M | 4.9% | −$722.4K | Cut−$780.2K |
| Ishares Tr | — | 48.2K | $9.15M | 4.3% | $398.6K | Added$528.1K |
| Caterpillar Inc | CAT | 12.8K | $9.07M | 4.2% | $1.74M | Cut$1.73M |
| Bank America Corp | — | 160.9K | $7.85M | 3.7% | −$1.01M | Cut−$1.25M |
| Citigroup Inc | — | 58.6K | $6.65M | 3.1% | −$192.3K | Cut−$454.9K |
| Spdr Series Trust | — | 62.9K | $6.21M | 2.9% | −$251K | Added$109.8K |
| Vanguard Intl Equity Index F | — | 38.2K | $5.57M | 2.6% | $93.9K | Cut−$32.2K |
| Microsoft Corp | MSFT | 13.6K | $5.02M | 2.3% | −$1.54M | Cut−$1.59M |
| Ge Aerospace | — | 15.8K | $4.48M | 2.1% | −$382.5K | Held |
| Ishares Tr | — | 115.6K | $4.03M | 1.9% | −$259K | Cut−$683.6K |
| Ishares Tr | — | 28.3K | $3.51M | 1.6% | $116.8K | Held |
| GE Vernova Inc. | GEV | 4K | $3.49M | 1.6% | $878.1K | Cut$874.8K |
| Johnson & Johnson | JNJ | 13.7K | $3.36M | 1.6% | $515.3K | Cut$380K |
| Kraneshares Trust | — | 117.6K | $3.34M | 1.6% | −$632.8K | Added−$489.5K |
| Ishares Tr | — | 13.2K | $3.28M | 1.5% | $21.7K | Added$383K |
| Ishares Tr | — | 45.4K | $3.16M | 1.5% | $45.8K | Held |
| Apple Inc. | AAPL | 12.1K | $3.07M | 1.4% | −$218.8K | Cut−$490.7K |
| Alphabet Inc | — | 10.4K | $2.99M | 1.4% | −$253K | Added$38.7K |
| American Intl Group Inc | — | 37.4K | $2.82M | 1.3% | −$385.7K | Cut−$672.3K |
| Vanguard Index Fds | — | 10.5K | $2.74M | 1.3% | $41.5K | Held |
| Procter And Gamble Co | PG | 18.9K | $2.73M | 1.3% | $21.3K | Cut−$99.4K |
| Costco Whsl Corp New | — | 2.71K | $2.7M | 1.3% | $360K | Added$384.9K |
| Ishares Tr | — | 72.9K | $2.62M | 1.2% | −$174.3K | Cut−$258.5K |
| Ishares Tr | — | 25.4K | $2.47M | 1.2% | $26.4K | Added$159.5K |
| Ishares Tr | — | 14.5K | $2.45M | 1.1% | $1.11K | Added$110.9K |
| Ishares Tr | — | 42.1K | $2.39M | 1.1% | $83.3K | Added$198.3K |
| Pepsico Inc | PEP | 15.4K | $2.38M | 1.1% | $180.8K | Cut$79.3K |
| Oracle Corp | — | 15.7K | $2.31M | 1.1% | −$751.1K | Cut−$946K |
| Invesco Qqq Tr | — | 4K | $2.31M | 1.1% | −$139.8K | Added−$1.27K |
| Home Depot, Inc. | HD | 6.41K | $2.11M | 1.0% | −$97.5K | Cut−$149.1K |
| Exxon Mobil Corp | — | 12.4K | $2.1M | 1.0% | $610.5K | Held |
| Morgan Stanley | — | 11.9K | $1.96M | 0.9% | −$154.1K | Held |
| Bristol-Myers Squibb Co | — | 30.6K | $1.85M | 0.9% | $205.2K | Cut$140.5K |
| Ishares Inc | — | 44.1K | $1.75M | 0.8% | −$122.2K | Added−$87.7K |
| Altria Group, Inc. | MO | 24.7K | $1.63M | 0.8% | $196.3K | Added$272.2K |
| Ishares Tr | — | 10.6K | $1.61M | 0.8% | $107.1K | Added$141.5K |
| Jpmorgan Chase & Co. | — | 5.08K | $1.49M | 0.7% | −$142.5K | Cut−$593.7K |
| At&T Inc | — | 50.9K | $1.48M | 0.7% | $200.3K | Added$276K |
| Vanguard Intl Equity Index F | — | 26.7K | $1.45M | 0.7% | $7.75K | Added$8.08K |
| Alphabet Inc | — | 5.03K | $1.45M | 0.7% | −$126K | Added−$105K |
| Porch Group, Inc. | PRCH | 200.3K | $1.44M | 0.7% | −$392.6K | Cut−$467.5K |
| Spdr S&P 500 Etf Tr | — | 2.2K | $1.43M | 0.7% | −$69.4K | Held |
| Direxion Shs Etf Tr | — | 27.8K | $1.23M | 0.6% | −$36.4K | Added$51.9K |
| Ishares Inc | — | 17.4K | $1.22M | 0.6% | $39.9K | Added$155.4K |
| Meta Platforms, Inc. | META | 2.1K | $1.2M | 0.6% | −$179.4K | Added−$142.2K |
| Ishares Tr | — | 17K | $1.19M | 0.6% | −$11.8K | Added$16.3K |
| Ishares Tr | — | 7.3K | $1.06M | 0.5% | $34.2K | Held |
| Spdr Series Trust | — | 8K | $1.02M | 0.5% | $46.4K | Cut−$197.5K |
| Vanguard Tax-Managed Fds | — | 15.4K | $983.8K | 0.5% | $24.7K | Added$25.1K |
| Wisdomtree Tr | — | 24K | $978.1K | 0.5% | −$131.6K | Held |
| Tesla, Inc. | TSLA | 2.45K | $912.4K | 0.4% | −$191.3K | Cut−$7.47M |
| Clorox Co Del | — | 8.61K | $892.1K | 0.4% | $24.1K | Cut−$85.7K |
| SoFi Technologies, Inc. | SOFI | 51.8K | $822.9K | 0.4% | −$533.7K | Cut−$769.3K |
| Goldman Sachs Group Inc | — | 945 | $799.5K | 0.4% | −$31.2K | Cut−$141.1K |
| Ishares Tr | — | 6K | $768.7K | 0.4% | −$52.9K | Held |
| Ishares Gold Tr | — | 8.05K | $709.6K | 0.3% | $56.3K | Cut$40.4K |
| Select Sector Spdr Tr | — | 13.8K | $683.4K | 0.3% | −$74.7K | Cut−$96.7K |
| AbbVie Inc. | ABBV | 3.02K | $657.3K | 0.3% | −$33.2K | Cut−$41.2K |
| Vanguard Growth Etf | — | 1.41K | $613.7K | 0.3% | −$71.8K | Cut−$72.2K |
| Proshares Tr | — | 13.7K | $571K | 0.3% | −$151.2K | Cut−$177.6K |
| Berkshire Hathaway Inc Del | — | 1.15K | $549.2K | 0.3% | −$26.9K | Held |
| Direxion Shs Etf Tr | — | 7K | $546.4K | 0.3% | −$131.8K | Held |
| Ishares Inc | — | 14.1K | $541.6K | 0.3% | $93.4K | Cut$91.3K |
| Spdr Series Trust | — | 8.01K | $521.9K | 0.2% | $2.72K | Held |
| St Joe Co | JOE | 8.18K | $513.7K | 0.2% | $28.1K | Cut$15.9K |
| Wisdomtree Tr | — | 6.22K | $507K | 0.2% | $3.05K | Held |
| 3M CO | MMM | 3.39K | $492.9K | 0.2% | −$50.5K | Cut−$170.5K |
| Emerson Elec Co | — | 3.73K | $488.1K | 0.2% | −$6.33K | Held |
| Schwab Charles Corp | — | 5K | $469.9K | 0.2% | −$29.6K | Held |
| Merck & Co., Inc. | MRK | 3.54K | $426.3K | 0.2% | $53.3K | Added$53.4K |
| Pnc Finl Svcs Group Inc | — | 2.01K | $418.3K | 0.2% | −$1.29K | Held |
| Spdr Gold Tr | — | 925 | $398K | 0.2% | $30.6K | Added$41.3K |
| Ishares Tr | — | 7.29K | $392.5K | 0.2% | −$9.55K | Held |
| Zillow Group Inc | — | 9.38K | $388.3K | 0.2% | −$251.9K | Cut−$313.3K |
| Deere & Co | DE | 686 | $386.4K | 0.2% | $67K | Held |
| Ishares Inc | — | 4.41K | $372.1K | 0.2% | $16.3K | Held |
| Ishares Inc | — | 6.22K | $357.8K | 0.2% | $2.99K | Held |
| Select Sector Spdr Tr | — | 5.84K | $357.8K | 0.2% | $96.7K | Held |
| Corning Inc | — | 2.6K | $353.5K | 0.2% | $125.9K | Held |
| Coca Cola Co | KO | 4.61K | $350.5K | 0.2% | $28.3K | Cut−$41.6K |
| Disney Walt Co | — | 3.39K | $326.6K | 0.2% | −$58.9K | Cut−$135.5K |
| Ge Healthcare Technologies I | — | 4.5K | $320.4K | 0.1% | −$48.8K | Cut−$60K |
| Intuitive Surgical Inc | ISRG | 675 | $311.2K | 0.1% | −$71.1K | Held |
| Starbucks Corp | SBUX | 3.36K | $301.1K | 0.1% | $18.1K | Cut$17.7K |
| Wisdomtree Tr | — | 4.1K | $286.6K | 0.1% | $4.63K | Held |
| Waters Corp | — | 950 | $282.9K | 0.1% | −$66.9K | Added−$26.7K |
| Ishares Inc | — | 5.68K | $276.7K | 0.1% | −$2.9K | Held |
| Uber Technologies, Inc | UBER | 3.73K | $268.2K | 0.1% | −$36.5K | Held |
| Vanguard World Fd | — | 377 | $263K | 0.1% | −$21.1K | Held |
| Kb Home | KBH | 4.97K | $257.2K | 0.1% | −$23.2K | Held |
| General Mls Inc | GIS | 6.86K | $255.5K | 0.1% | −$63.7K | Cut−$179.9K |
| Ishares Tr | — | 6K | $253.7K | 0.1% | −$42.3K | Held |
| Ishares Tr | — | 2.58K | $244.2K | 0.1% | $1.73K | Held |
| Quest Diagnostics Inc | DGX | 1.2K | $235.2K | 0.1% | $26.9K | Held |
| Ishares Inc | — | 8.39K | $233K | 0.1% | $13.2K | Cut$10.6K |
| Netflix Inc | NFLX | 2.28K | $219.4K | 0.1% | — | New |
| Verizon Communications Inc | VZ | 4.35K | $218.5K | 0.1% | — | New |
| Vanguard World Fd | — | 600 | $187.3K | 0.1% | $8.3K | Held |
| Vanguard World Fd | — | 521 | $187.1K | 0.1% | −$18.2K | Held |
| Ishares Tr | — | 1.55K | $171.1K | 0.1% | $697 | Cut−$32.3K |
| Ishares Tr | — | 362 | $154.4K | 0.1% | −$17K | Held |
| Vanguard World Fd | — | 1.22K | $147K | 0.1% | −$15.4K | Held |
| Ishares Inc | — | 6.24K | $144.1K | 0.1% | $11.5K | Held |
| Themes Etf Tr | — | 111.3K | $134.7K | 0.1% | −$59.1K | Added$39.3K |
| Wisdomtree Tr | — | 2.55K | $134K | 0.1% | $2.4K | Held |
| Ishares Inc | — | 2.35K | $128.8K | 0.1% | $2.02K | Cut−$4.45K |
| Ishares Tr | — | 1.29K | $111.8K | 0.1% | — | New |
| Wisdomtree Tr | — | 2.86K | $102.6K | 0.0% | $7.11K | Held |
| Bausch Health Cos Inc | — | 17.9K | $96.7K | 0.0% | — | New |
| Vanguard Index Fds | — | 214 | $68.7K | 0.0% | −$3.15K | Added−$2.83K |
| Sana Biotechnology, Inc. | SANA | 23.5K | $67.8K | 0.0% | −$28K | Held |
| Select Sector Spdr Tr | — | 1.3K | $53K | 0.0% | $623 | Cut$381 |
| Clover Health Investments Co | — | 30K | $52.8K | 0.0% | −$17.7K | Held |
| Select Sector Spdr Tr | — | 1.1K | $50.5K | 0.0% | — | New |
| Ambev Sa | — | 16.3K | $47.6K | 0.0% | $7.33K | Held |
| Ishares Inc | — | 540 | $36.6K | 0.0% | −$540 | Held |
| Ishares Tr | — | 235 | $34.7K | 0.0% | −$148 | Held |
| Wisdomtree Tr | — | 580 | $28.8K | 0.0% | $1.73K | Held |
| Ishares Inc | — | 201 | $24.7K | 0.0% | $26 | Added$24.6K |
| Vanguard Index Fds | — | 100 | $19.6K | 0.0% | $521 | Held |
| Ishares Inc | — | 160 | $18.6K | 0.0% | $961 | Held |
| Ishares Tr | — | 180 | $18.4K | 0.0% | −$52 | Held |
| Spdr Series Trust | — | 275 | $16.4K | 0.0% | −$314 | Held |
| Ishares Tr | — | 100 | $10.6K | 0.0% | −$96 | Held |
| Ishares Tr | — | 142 | $7.56K | 0.0% | −$94 | Held |
| Select Sector Spdr Tr | — | 120 | $6K | 0.0% | $554 | Held |
| Vanguard Intl Equity Index F | — | 50 | $4.12K | 0.0% | −$59 | Held |
| Vanguard Index Fds | — | 9 | $2.58K | 0.0% | −$27 | Held |
| Ishares Tr | — | 20 | $1.23K | 0.0% | −$69 | Held |
| Ishares Tr | — | 2 | $363 | 0.0% | −$36 | Held |
| Vanguard Index Fds | — | 3 | $266 | 0.0% | — | New |
| Ishares Tr | — | 1 | $109 | 0.0% | — | New |
| Ishares Tr | — | 2 | $38 | 0.0% | $4 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.