Viewpoint Capital Management LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $267,799,000 | Individuals and high net worth (100%) |
| Mar 2025 to Mar 2026 | $227,994,000 | Individuals and high net worth (100%) |
| Apr 2024 to Feb 2025 | $177,584,218 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $135,736,000 | Individuals and high net worth (100%) |
| Apr 2023 | $135,736,000 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $168,889,000 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 71.2%; sector active share 38.0% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
120 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.5% | $88,713,743 |
| Financial Services | 12.1% | $23,638,023 |
| Consumer Cyclical | 10.8% | $21,037,995 |
| Industrials | 9.9% | $19,345,357 |
| Technology | 8.9% | $17,398,515 |
| Consumer Defensive | 4.6% | $8,944,756 |
| Communication Services | 3.9% | $7,567,716 |
| Healthcare | 3.3% | $6,398,493 |
| Energy | 0.5% | $1,040,029 |
| Real Estate | 0.3% | $512,313 |
| Basic Materials | 0.1% | $248,366 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +7,025 | 8,430 | $726,160 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +2,639 | 3,016 | $360,472 | |
| IWF | iShares Russell 1000 Growth ETF | +1,086 | 1,448 | $179,798 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | +858 | 1,000 | $53,170 | |
| IWM | iShares Russell 2000 ETF | +477 | 13,706 | $4,117,967 | |
| IEMG | iShares Trust | +408 | 17,849 | $0 | |
| EFA | iShares MSCI EAFE ETF | +185 | 25,593 | $2,658,600 | |
| BRK-B | Berkshire Hathaway Inc | +36 | 1,182 | $591,460 | |
| GOOGL | Alphabet Inc. | +28 | 5,054 | $1,806,147 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BMNG | Leverage Shares 2X Long BMNR Daily ETF | −98,235 | 13,065 | $119,283 | |
| AMZN | Amazon Com Inc | −47,933 | 77,093 | $18,374,345 | |
| BAC | Bank Of America Corp | −34,435 | 126,494 | $7,207,628 | |
| — | −24,555 | 93,075 | $2,277,545 | ||
| AIG | American International Group, Inc. | −17,145 | 20,299 | $1,512,884 | |
| ORCL | Oracle Corp | −15,210 | 504 | $73,861 | |
| C | Citigroup Inc | −13,559 | 45,081 | $6,309,536 | |
| EUFN | iShares MSCI Europe Financials ETF | −11,972 | 103,632 | $4,040,611 | |
| ISCV | iShares Morningstar Small-Cap Value ETF | −10,650 | 34,744 | $2,721,150 | |
| XHB | State Street(R) SPDR(R) S&P(R) Homebuilders ETF | −10,017 | 52,847 | $6,106,999 | |
| EWG | iShares MSCI Germany ETF | −9,778 | 34,283 | $1,418,287 | |
| NVDA | Nvidia Corp | −8,990 | 50,709 | $10,146,363 | |
| FXI | iShares China Large-Cap ETF | −8,095 | 64,828 | $2,047,916 | |
| T | At&T Inc. | −8,064 | 42,819 | $886,353 | |
| BMY | Bristol Myers Squibb Co | −7,645 | 22,927 | $1,321,053 | |
| MO | Altria Group, Inc. | −6,291 | 18,431 | $1,326,110 | |
| XLF | State Street Corp | −6,100 | 7,742 | $415,048 | |
| EWZ | iShares MSCI Brazil ETF | −5,740 | 8,369 | $288,730 | |
| BHC | Bausch Health Companies Inc. | −5,100 | 12,800 | $63,104 | |
| — | −5,063 | 43,186 | $9,552,743 | ||
| XOM | ExxonMobil Holdings Corp | −4,772 | 7,607 | $1,040,029 | |
| IAU | Ishares Gold Trust | −4,690 | 3,359 | $253,638 | |
| IJR | iShares Core S&P Small-Cap ETF | −4,370 | 23,899 | $3,544,460 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −4,350 | 1,490 | $79,133 | |
| EEM | iShares MSCI Emerging Markets ETF | −4,332 | 37,739 | $2,581,724 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 2,197 | $1,428,796 | |
| — | 6,000 | $768,720 | ||
| ISRG | Intuitive Surgical Inc | 675 | $311,168 | |
| UBER | Uber Technologies, Inc | 3,729 | $268,226 | |
| NFLX | Netflix Inc | 2,282 | $219,414 | |
| VZ | Verizon Communications Inc | 4,352 | $218,470 | |
| TIP | iShares TIPS Bond ETF | 1,550 | $171,058 | |
| DEM | WisdomTree Emerging Markets High Dividend Fund | 580 | $28,820 | |
| IUSV | iShares Core S&P U.S. Value ETF | 180 | $18,405 | |
| KBE | State Street(R) SPDR(R) S&P(R) Bank ETF | 275 | $16,376 | |
| MUB | iShares National Muni Bond ETF | 100 | $10,615 | |
| — | 120 | $5,996 | ||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 50 | $4,121 | |
| VO | VANGUARD MID-CAP INDEX FUND | 9 | $2,584 | |
| IYH | iShares U.S. Healthcare ETF | 20 | $1,232 | |
| IYW | iShares, Inc. | 2 | $362 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 3 | $266 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | 1 | $108 | |
| ICLN | iShares Global Clean Energy ETF | 2 | $36 | |
| EWY | iShares Trust | 201 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 77,093 | $18,374,345 | 9.43% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 19,585 | $13,451,173 | 6.90% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 50,709 | $10,146,363 | 5.21% | |
|
|
Reduced | 43,186 | $9,552,743 | 4.90% | ||
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 8,650 | $9,211,385 | 4.73% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 126,494 | $7,207,628 | 3.70% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 45,081 | $6,309,536 | 3.24% | |
| XHB |
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
|
Reduced | 52,847 | $6,106,999 | 3.13% | |
| VSS |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
|
Reduced | 36,706 | $5,663,368 | 2.91% | |
| GE |
General Electric Co
Industrials
|
Reduced | 13,581 | $5,075,627 | 2.60% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 13,706 | $4,117,967 | 2.11% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 3,468 | $4,074,414 | 2.09% | |
| EUFN |
iShares MSCI Europe Financials ETF
|
Reduced | 103,632 | $4,040,611 | 2.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,598 | $3,580,245 | 1.84% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 23,899 | $3,544,460 | 1.82% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 10,008 | $3,536,126 | 1.81% | |
| VB |
Vanguard Index Funds
|
Held | 10,453 | $3,168,513 | 1.63% | |
| PRCH |
Porch Group, Inc.
Financial Services
|
Reduced | 199,200 | $2,995,968 | 1.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 11,559 | $2,935,639 | 1.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,935 | $2,897,734 | 1.49% | |
| ISCV |
iShares Morningstar Small-Cap Value ETF
|
Reduced | 34,744 | $2,721,150 | 1.40% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 25,593 | $2,658,600 | 1.36% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 37,739 | $2,581,724 | 1.33% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 2,710 | $2,535,123 | 1.30% | |
|
|
Reduced | 13,280 | $2,525,723 | 1.30% | ||
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,449 | $2,444,802 | 1.25% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 15,997 | $2,345,800 | 1.20% | |
|
|
Reduced | 93,075 | $2,277,545 | 1.17% | ||
| TNA |
Direxion Daily Small Cap Bull 3X Shares
|
Held | 27,800 | $2,088,058 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,867 | $2,069,173 | 1.06% | |
| FXI |
iShares China Large-Cap ETF
|
Reduced | 64,828 | $2,047,916 | 1.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,054 | $1,806,147 | 0.93% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 13,284 | $1,798,653 | 0.92% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 8,094 | $1,691,969 | 0.87% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 26,741 | $1,596,170 | 0.82% | |
| DVY |
iShares Select Dividend ETF
|
Reduced | 9,906 | $1,548,307 | 0.79% | |
| AIG |
American International Group, Inc.
Financial Services
|
Reduced | 20,299 | $1,512,884 | 0.78% | |
| EWG |
iShares MSCI Germany ETF
|
Reduced | 34,283 | $1,418,287 | 0.73% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 18,431 | $1,326,110 | 0.68% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 22,927 | $1,321,053 | 0.68% | |
| XBI |
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
Held | 8,000 | $1,266,000 | 0.65% | |
| IEUR |
iShares Core MSCI Europe ETF
|
Reduced | 16,740 | $1,258,345 | 0.65% | |
| TQQQ |
ProShares UltraPro QQQ
|
Held | 13,700 | $1,109,700 | 0.57% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 15,352 | $1,093,830 | 0.56% | |
| IWS |
iShares Russell Mid-Cap Value ETF
|
Reduced | 6,522 | $1,073,521 | 0.55% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 7,607 | $1,040,029 | 0.53% | |
| EPI |
WisdomTree India Earnings Fund
|
Held | 23,972 | $1,025,522 | 0.53% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Held | 51,817 | $929,078 | 0.48% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 42,819 | $886,353 | 0.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,567 | $882,675 | 0.45% |
Showing the top 50 of 120 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.