Viewpoint Capital Management LLC Top Holdings and 13F Report (2025) About Viewpoint Capital Management LLCInvestment ActivityViewpoint Capital Management LLC has $203.84 million in total holdings as of June 30, 2025.Viewpoint Capital Management LLC owns shares of 136 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 0.88% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Viewpoint Capital Management LLC has purchased 140 new stocks and bought additional shares in 21 stocks.Viewpoint Capital Management LLC sold shares of 44 stocks and completely divested from 9 stocks this quarter.Largest Holdings Amazon.com $27,045,447Vanguard S&P 500 ETF $11,124,868NVIDIA $10,373,950Bank of America $7,801,364iShares Russell 2000 Value ETF $7,156,231 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $294,996 Holding64110L106 - Netflix $261,130 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $206,650 Holding464286822 - iShares MSCI Mexico ETF $30,280 Holding464287721 - iShares U.S. Technology ETF $173 Holding Largest Purchases this Quarter Direxion Daily Small Cap Bull 3X Shares 10,000 shares (about $335.40K)PALANTIR TECHNOLOGIES INC 2,164 shares (about $295.00K)Netflix 195 shares (about $261.13K)SPDR S&P Biotech ETF 3,000 shares (about $248.79K)iShares ESG Aware MSCI USA Small-Cap ETF 5,000 shares (about $206.65K) Largest Sales this Quarter Caterpillar 740 shares (about $287.28K)NVIDIA 1,164 shares (about $183.90K)Amazon.com 660 shares (about $144.80K)iShares MSCI EAFE ETF 1,323 shares (about $118.26K)Deere & Company 220 shares (about $111.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofViewpoint Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$27,045,447$144,797 ▼-0.5%123,27613.3%Retail/WholesaleVOOVanguard S&P 500 ETF$11,124,868$99,405 ▲0.9%19,5855.5%ETFNVDANVIDIA$10,373,950$183,901 ▼-1.7%65,6625.1%Computer and TechnologyBACBank of America$7,801,364$23,660 ▼-0.3%164,8643.8%FinanceIWNiShares Russell 2000 Value ETF$7,156,231$32,340 ▼-0.4%45,3623.5%ETFMSFTMicrosoft$6,800,298$12,436 ▲0.2%13,6713.3%Computer and TechnologyTSLATesla$5,912,447$55,907 ▲1.0%18,6132.9%Auto/Tires/TrucksXHBSPDR S&P Homebuilders ETF$5,665,705$50,172 ▼-0.9%57,4792.8%ETFCCitigroup$5,234,880$25,536 ▼-0.5%61,5002.6%Financial ServicesVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,040,297$13,439 ▲0.3%37,5052.5%ETFCATCaterpillar$4,955,501$287,275 ▼-5.5%12,7652.4%IndustrialsGEGE Aerospace$4,092,452$100,124 ▼-2.4%15,9002.0%AerospaceEUFNiShares MSCI Europe Financials ETF$3,939,236$7,148 ▼-0.2%124,5411.9%ETFKWEBKraneShares CSI China Internet ETF$3,723,990$10,986 ▲0.3%108,4761.8%ManufacturingORCLOracle$3,654,182$219 ▼0.0%16,7141.8%Computer and TechnologyAIGAmerican International Group$3,545,480$85,590 ▼-2.4%41,4241.7%FinancePGProcter & Gamble$3,223,130$111,044 ▼-3.3%20,2311.6%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$3,089,5190.0%28,2691.5%ETFAAPLApple$2,913,468$205 ▼0.0%14,2001.4%Computer and TechnologyISCViShares Morningstar Small-Cap Value ETF$2,779,371$7,551 ▼-0.3%45,2741.4%ETFFXIiShares China Large-Cap ETF$2,761,521$64,330 ▼-2.3%75,1231.4%ETFCOSTCostco Wholesale$2,667,888$5,940 ▲0.2%2,6951.3%Retail/WholesaleHDHome Depot$2,507,8180.0%6,8401.2%Retail/WholesaleVBVanguard Small-Cap ETF$2,477,152$11,849 ▲0.5%10,4531.2%ETFPRCHPorch Group$2,457,036$41,265 ▲1.7%208,4001.2%Computer and TechnologyPEPPepsiCo$2,206,898$39,348 ▼-1.8%16,7141.1%Consumer StaplesJNJJohnson & Johnson$2,190,210$14,816 ▼-0.7%14,3391.1%MedicalIWMiShares Russell 2000 ETF$2,171,495$37,763 ▲1.8%10,0631.1%FinanceGE VERNOVA INC$2,125,085$5,292 ▲0.2%4,0161.0%COMQQQInvesco QQQ$2,059,289$82,747 ▼-3.9%3,7331.0%FinanceEFAiShares MSCI EAFE ETF$2,004,750$118,263 ▼-5.6%22,4271.0%FinanceJPMJPMorgan Chase & Co.$1,930,843$14,496 ▼-0.7%6,6600.9%FinanceEEMiShares MSCI Emerging Markets ETF$1,927,960$32,321 ▼-1.6%39,9660.9%FinanceEWGiShares MSCI Germany ETF$1,820,472$11,889 ▲0.7%43,0270.9%ETFMSMorgan Stanley$1,707,0820.0%12,1190.8%FinanceGOOGAlphabet$1,672,015$88,337 ▼-5.0%9,4260.8%Computer and TechnologyBMYBristol Myers Squibb$1,539,344$22,358 ▼-1.4%33,2540.8%MedicalMETAMeta Platforms$1,516,174$77,506 ▼-4.9%2,0540.7%Computer and TechnologyXOMExxon Mobil$1,393,7460.0%12,9290.7%EnergyMOAltria Group$1,369,488$80,969 ▼-5.6%23,3580.7%Consumer StaplesTAT&T$1,360,204$11,315 ▼-0.8%47,0010.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,322,313$4,254 ▼-0.3%26,7350.6%ETFDVYiShares Select Dividend ETF$1,296,921$7,172 ▲0.6%9,7650.6%ETFSPYSPDR S&P 500 ETF Trust$1,273,3890.0%2,0610.6%FinanceCLXClorox$1,157,038$41,906 ▼-3.5%9,6360.6%Consumer StaplesEPIWisdomTree India Earnings Fund$1,137,9510.0%23,9720.6%FinanceIWSiShares Russell Mid-Cap Value ETF$1,101,915$6,607 ▼-0.6%8,3390.5%ETFIEURiShares Core MSCI Europe ETF$1,096,9340.0%16,5700.5%ETFVEAVanguard FTSE Developed Markets ETF$874,875$19,782 ▼-2.2%15,3460.4%ETFTNADirexion Daily Small Cap Bull 3X Shares$865,332$335,400 ▲63.3%25,8000.4%ETFGOOGLAlphabet$863,494$55,510 ▼-6.0%4,9000.4%Computer and TechnologyGSThe Goldman Sachs Group$835,145$42,465 ▼-4.8%1,1800.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$832,0800.0%6,0000.4%ETFXBISPDR S&P Biotech ETF$829,300$248,790 ▲42.9%10,0000.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$813,827$64,232 ▼-7.3%13,5570.4%ETFZZillow Group$783,4390.0%11,1840.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$745,8540.0%14,2420.4%ETFMMM3M$633,1660.0%4,1590.3%Multi-Sector ConglomeratesVUGVanguard Growth ETF$616,3900.0%1,4060.3%ETFTQQQProShares UltraPro QQQ$589,3000.0%7,1000.3%ETFIAUiShares Gold Trust$586,745$6,423 ▼-1.1%9,4090.3%FinanceABBVAbbVie$567,4400.0%3,0570.3%MedicalBRK.BBerkshire Hathaway$549,892$2,915 ▲0.5%1,1320.3%FinanceEMREmerson Electric$505,9870.0%3,7950.2%IndustrialsDISWalt Disney$503,7290.0%4,0620.2%Consumer DiscretionaryKRESPDR S&P Regional Banking ETF$499,4700.0%8,4100.2%ETFGISGeneral Mills$485,1490.0%9,3640.2%Consumer StaplesDLSWisdomTree International SmallCap Dividend Fund$483,784$2,253 ▼-0.5%6,4410.2%FinanceSCHWCharles Schwab$456,2000.0%5,0000.2%FinanceEWZiShares MSCI Brazil ETF$408,949$4,328 ▼-1.0%14,1750.2%ETFJOESt. Joe$399,917$47,700 ▲13.5%8,3840.2%FinanceKOCocaCola$396,326$141 ▲0.0%5,6020.2%Consumer StaplesIATiShares U.S. Regional Banks ETF$396,0040.0%7,9920.2%ETFEWJiShares MSCI Japan ETF$395,9920.0%5,2820.2%ETFPNCThe PNC Financial Services Group$374,7040.0%2,0100.2%FinanceISRGIntuitive Surgical$366,8020.0%6750.2%MedicalGEHCGE HealthCare Technologies$361,017$15,184 ▼-4.0%4,8740.2%MedicalDEDeere & Company$348,824$111,868 ▼-24.3%6860.2%IndustrialsUBERUber Technologies$348,382$466 ▲0.1%3,7340.2%Computer and TechnologyEWNiShares MSCI Netherlands ETF$339,0990.0%6,2220.2%ETFINDYiShares India 50 ETF$326,5520.0%6,0050.2%ManufacturingSBUXStarbucks$308,427$87,598 ▼-22.1%3,3660.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$294,996$294,996 ▲New Holding2,1640.1%CL AIYRiShares U.S. Real Estate ETF$287,248$40,751 ▼-12.4%3,0310.1%ETFWATWaters$284,4680.0%8150.1%MedicalMRKMerck & Co., Inc.$280,163$19,474 ▼-6.5%3,5390.1%MedicalGLDSPDR Gold Shares$271,299$20,119 ▼-6.9%8900.1%FinanceXLEEnergy Select Sector SPDR Fund$264,6070.0%3,1200.1%ETFKBHKB Home$263,2610.0%4,9700.1%ConstructionNFLXNetflix$261,130$261,130 ▲New Holding1950.1%Consumer DiscretionaryDWMWisdomTree International Equity Fund$260,5960.0%4,1000.1%FinanceEWDiShares MSCI Sweden ETF$259,7570.0%5,6790.1%FinanceVGTVanguard Information Technology ETF$250,0570.0%3770.1%ETFGGLLDirexion Daily GOOGL Bull 2X Shares$243,2500.0%7,0000.1%ETFIBMInternational Business Machines$238,7720.0%8100.1%Computer and TechnologyKMBKimberly-Clark$230,7670.0%1,7900.1%Consumer StaplesEWAiShares MSCI Australia ETF$223,5880.0%8,4950.1%FinanceDGXQuest Diagnostics$215,5560.0%1,2000.1%MedicalVZVerizon Communications$209,148$260 ▲0.1%4,8340.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$206,650$206,650 ▲New Holding5,0000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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