Global View Capital Management LLC

CIK

1994495

Location

WAUKESHA, WI

Portfolio Value

Small $331,632,475

Diversification

Diversified

Filing Date

Global Rank

#4,917 / 8,793 ▲ 281 · as of Jun 2026

Top Industry

Asset Management 79.2%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.9%

−6.4 pts

Top 5

63.1%

−2.1 pts

Top 10

79.3%

+4.8 pts

HHI

1,080

Diversified−363

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.4%	$283,299,021	54
Financial Services	12.0%	$39,928,955	5
Technology	0.9%	$3,097,986	6
Industrials	0.4%	$1,280,089	5
Healthcare	0.3%	$1,070,124	3
Communication Services	0.2%	$633,521	2
Consumer Cyclical	0.2%	$626,595	2
Energy	0.2%	$580,451	2
Basic Materials	0.1%	$442,935	2
Consumer Defensive	0.1%	$424,206	1
Real Estate	0.1%	$248,592	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+178,063	218,240	$10,870,534
AAOX	Tradr 2X Long AAOI Daily ETF	+164,143	592,523	$0
ABI	VictoryShares Pioneer Asset-Based Income ETF	+137,314	160,677	$10,977,414
ANEW	ProShares MSCI Transformational Changes ETF	+104,918	1,015,462	$82,735,052
AAAD	PGIM AAA CLO Aggregate Duration ETF	+104,890	122,898	$6,089,595
IVZ	Invesco Ltd.	+88,932	169,916	$38,039,575
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	+44,551	175,550	$0
—		+34,377	54,205	$3,329,605
AAAA	Amplius Aggressive Asset Allocation ETF	+31,462	79,308	$4,475,523
CTA-PB	EIDP, Inc.	+24,342	59,936	$0
—		+20,146	26,058	$1,095,999
—		+19,992	93,177	$1,451,138
BKF	iShares MSCI BIC ETF	+11,030	15,025	$714,541
AIEQ	Amplify AI Powered Equity ETF	+10,262	45,281	$1,510,574
AFK	VanEck Africa Index ETF	+3,842	41,333	$2,339,542
DYTA	SGI Dynamic Tactical ETF	+2,403	116,664	$5,724,423
AGQ	ProShares Trust II	+2,367	6,383	$434,107
AIRR	First Trust RBA American Industrial Renaissance ETF	+1,338	20,862	$3,251,517
—		+1,241	10,175	$271,265
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+1,142	45,931	$1,856,990
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+1,064	4,249	$814,745
NVDA	Nvidia Corp	+643	3,010	$602,270
AAPL	Apple Inc.	+454	4,823	$1,395,583
PLTR	Palantir Technologies Inc.	+258	2,252	$262,740
QQQ	Invesco Qqq Trust, Series 1	+256	1,475	$1,086,190
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−924,156	471,180	$25,899,463
AGGH	Simplify Aggregate Bond ETF	−142,931	52,571	$1,559,255
SGOL	abrdn Gold ETF Trust	−135,529	524,023	$20,033,399
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−52,452	2,165	$573,118
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−42,049	466,036	$37,781,998
CVY	Invesco Zacks Multi-Asset Income ETF	−40,421	8,480	$965,193
ABEQ	Absolute Select Value ETF	−40,195	135,793	$5,051,499
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−12,896	13,513	$1,353,462
FAB	First Trust Multi Cap Value AlphaDEX Fund	−11,279	30,218	$1,146,980
AGNG	Global X Funds Global X Aging Population ETF	−8,631	29,669	$1,506,134
AFGR	First Trust Active Factor Large Cap Growth ETF	−8,584	39,050	$1,702,970
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−7,949	232,398	$24,863,264
—		−7,639	9,825	$499,404
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−6,799	64,803	$5,778,537
—		−4,400	17,763	$851,427
DVVY	Invesco Diversified Dividend Opportunities ETF	−3,657	50,245	$2,519,786
PSLV	Sprott Physical Silver Trust	−2,579	12,933	$244,045
AKRE	Akre Focus ETF	−1,992	9,742	$518,176
CWI	State Street SPDR MSCI ACWI ex-US ETF	−1,938	12,285	$782,214
SIVR	abrdn Silver ETF Trust	−1,796	12,569	$706,629
L	Loews Corp	−1,225	4,536	$513,520
BUYZ	Franklin Disruptive Commerce ETF	−1,211	22,298	$541,618
OKE	Oneok Inc /New/	−1,007	3,619	$314,635
FNV	FRANCO NEVADA Corp	−617	2,125	$442,935
GLD	Spdr Gold Trust	−521	2,540	$935,685
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	85,616	$2,464,464
BAI	iShares A.I. Innovation and Tech Active ETF	31,599	$1,665,899
AAAP	Pacer Barings CLO Market Flex ETF	23,913	$918,737
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	12,542	$458,033
MSFT	Microsoft Corp	928	$346,162
SPY	Spdr S&P 500 ETF Trust	448	$334,552
VIGI	Vanguard International Dividend Appreciation ETF	1,844	$291,407
CAT	Caterpillar Inc	272	$289,652
AMZN	Amazon Com Inc	1,159	$276,236
AVGO	Broadcom Inc.	681	$257,247
RYN	Rayonier Inc	11,682	$248,592
TXN	Texas Instruments Inc	785	$233,984
ESN	Essential 40 Stock ETF	11,068	$220,076
JA	Janus Henderson AA-A CLO ETF	4,529	$214,448
CAAA	First Trust AAA CMBS ETF	4,711	$210,817
HUBB	Hubbell Inc	386	$201,955
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	31,127	$3,002,609
—		55,409	$2,593,141
USO	United States Oil Fund, LP	13,483	$1,715,711
SLV	iShares Silver Trust	23,761	$1,619,074
BDRY	Amplify Commodity Trust	16,070	$1,582,895
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	38,767	$671,444
AEM	Agnico Eagle Mines Ltd	1,692	$343,442
HON	Honeywell International Inc	1,208	$273,044
TRV	Travelers Companies, Inc.	801	$233,635
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $331,632,475 total · filing declares 146 positions · $484,420,421 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ANEW	ProShares MSCI Transformational Changes ETF	Added	1,015,462	+104,918	$82,735,052	—	24.95%
IVZ	Invesco Ltd. Financial Services	Added	169,916	+88,932	$38,039,575	+1103.5%	11.47%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	466,036	-42,049	$37,781,998	+4.0%	11.39%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	471,180	-924,156	$25,899,463	−64.1%	7.81%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	232,398	-7,949	$24,863,264	—	7.50%
SGOL	abrdn Gold ETF Trust	Reduced	524,023	-135,529	$20,033,399	−31.9%	6.04%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	160,677	+137,314	$10,977,414	+757.3%	3.31%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	218,240	+178,063	$10,870,534	+443.5%	3.28%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	122,898	+104,890	$6,089,595	+583.2%	1.84%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	64,803	-6,799	$5,778,537	+23.5%	1.74%
DYTA	SGI Dynamic Tactical ETF	Added	116,664	+2,403	$5,724,423	+2.1%	1.73%
ABEQ	Absolute Select Value ETF	Reduced	135,793	-40,195	$5,051,499	−24.0%	1.52%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	79,308	+31,462	$4,475,523	+91.7%	1.35%
		Added	54,205	+34,377	$3,329,605	+572.2%	1.00%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	20,862	+1,338	$3,251,517	+48.5%	0.98%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	50,245	-3,657	$2,519,786	−6.7%	0.76%
FBCG	Fidelity Blue Chip Growth ETF	NEW	85,616	NEW	$2,464,464	NEW	0.74%
AFK	VanEck Africa Index ETF	Added	41,333	+3,842	$2,339,542	−23.8%	0.71%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	45,931	+1,142	$1,856,990	+2.4%	0.56%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	39,050	-8,584	$1,702,970	−18.0%	0.51%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	31,599	NEW	$1,665,899	NEW	0.50%
AGGH	Simplify Aggregate Bond ETF	Reduced	52,571	-142,931	$1,559,255	−69.7%	0.47%
AIEQ	Amplify AI Powered Equity ETF	Added	45,281	+10,262	$1,510,574	+38.9%	0.46%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	29,669	-8,631	$1,506,134	−12.7%	0.45%
		Added	93,177	+19,992	$1,451,138	+27.3%	0.44%
AAPL	Apple Inc. Technology	Added	4,823	+454	$1,395,583	+25.9%	0.42%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	13,513	-12,896	$1,353,462	−48.8%	0.41%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	30,218	-11,279	$1,146,980	−22.8%	0.35%
		Added	26,058	+20,146	$1,095,999	+64.9%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Added	1,475	+256	$1,086,190	+54.4%	0.33%
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	8,480	-40,421	$965,193	−81.6%	0.29%
GLD	Spdr Gold Trust	Reduced	2,540	-521	$935,685	−29.0%	0.28%
AAAP	Pacer Barings CLO Market Flex ETF	NEW	23,913	NEW	$918,737	NEW	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,715	-432	$858,168	−16.6%	0.26%
		Reduced	17,763	-4,400	$851,427	−14.9%	0.26%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	4,249	+1,064	$814,745	+56.4%	0.25%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	12,285	-1,938	$782,214	−14.5%	0.24%
		Reduced	4,191	-118	$772,977	+22.4%	0.23%
BKF	iShares MSCI BIC ETF	Added	15,025	+11,030	$714,541	+214.9%	0.22%
SIVR	abrdn Silver ETF Trust	Reduced	12,569	-1,796	$706,629	−31.3%	0.21%
NVDA	Nvidia Corp Technology	Added	3,010	+643	$602,270	+45.9%	0.18%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	2,165	-52,452	$573,118	−82.1%	0.17%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	22,298	-1,211	$541,618	−4.6%	0.16%
AKRE	Akre Focus ETF	Reduced	9,742	-1,992	$518,176	−16.4%	0.16%
L	Loews Corp Financial Services	Reduced	4,536	-1,225	$513,520	−16.5%	0.15%
LLY	ELI LILLY & Co Healthcare	Added	420	+33	$503,760	+41.5%	0.15%
		Reduced	9,825	-7,639	$499,404	−47.6%	0.15%
GLDM	World Gold Trust	Reduced	6,107	-379	$485,017	−19.3%	0.15%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	NEW	12,542	NEW	$458,033	NEW	0.14%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	2,125	-617	$442,935	−34.6%	0.13%

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.