Q2 2026 13F · SEC CIK 1906223

Viewpoint Capital Management LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $196.3M
Reported positions: 120
Top holdings a year, 3 yrs: +23.4%
Assets under management: $267.8M

Viewpoint Capital Management LLC is a wealth manager that reported 120 positions worth $196.3M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Amazon Com Inc Com (AMZN, 9.4%), Vanguard S&p 500 ETF (VOO, 6.9%), Nvidia Corporation Com (NVDA, 5.2%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 20.4% for the S&P 500.

Viewpoint Capital Management LLC holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Viewpoint Capital Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	9.4%	12.2%	77,093	-38.3%	$18.4M
VOOVanguard S&p 500 ETF	6.9%	5.5%	19,585	+0.0%	$13.5M
NVDANvidia Corporation Com	5.2%	4.9%	50,709	-15.1%	$10.1M
IWNIshares Russell 2000 Value ETF	4.9%	4.3%	43,186	-10.5%	$9.6M
CATCaterpillar Inc Com	4.7%	4.2%	8,650	-32.4%	$9.2M
BACBank of Amer Corp	3.7%	3.7%	126,494	-21.4%	$7.2M
CCitigroup Inc Com New	3.2%	3.1%	45,081	-23.1%	$6.3M
XHBSpdr Series Trust	3.1%	2.9%	52,847	-15.9%	$6.1M
VSSVanguard Intl Equity Index F	2.9%	2.6%	36,706	-3.9%	$5.7M
GEGe Aerospace	2.6%	2.1%	13,581	-13.9%	$5.1M
IWMIshares	2.1%	1.5%	13,706	+3.6%	$4.1M
GEVGe Vernova Inc	2.1%	1.6%	3,468	-13.4%	$4.1M
EUFNIshares Tr	2.1%	1.9%	103,632	-10.4%	$4.0M
MSFTMicrosoft Corp	1.8%	2.3%	9,598	-29.3%	$3.6M
IJRIshares Core S&p Small Cap ETF	1.8%	1.6%	23,899	-15.5%	$3.5M
GOOGAlphabet Inc	1.8%	1.4%	10,008	-3.9%	$3.5M
VBVanguard Indx Fd	1.6%	1.3%	10,453	+0.0%	$3.2M
PRCHPorch Group Inc	1.5%	0.7%	199,200	-0.5%	$3.0M
JNJJohnson & Johnson	1.5%	1.6%	11,559	-15.9%	$2.9M
QQQInvesco Qqq Tr	1.5%	1.1%	3,935	-1.7%	$2.9M
JKLIshares Tr	1.4%	1.5%	34,744	-23.5%	$2.7M
EFAiShs MSCI EAFE	1.4%	1.2%	25,593	+0.7%	$2.7M
EEMIshares	1.3%	1.1%	37,739	-10.3%	$2.6M
COSTCostco Whsl Corp New	1.3%	1.3%	2,710	+0.0%	$2.5M
IBBIshares Tr	1.3%	1.1%	13,280	-8.3%	$2.5M
AAPLApple Inc	1.2%	1.4%	8,449	-30.2%	$2.4M
PGProcter & Gamble Co Com	1.2%	1.3%	15,997	-15.4%	$2.3M
KWEBKraneshares Trust	1.2%	1.6%	93,075	-20.9%	$2.3M
TNADirexion Shares ETF Trust	1.1%	0.6%	27,800	+0.0%	$2.1M
HDHome Depot Inc Com	1.1%	1.0%	5,867	-8.5%	$2.1M
FXIIshares China Lrg Cap ETF	1.0%	1.2%	64,828	-11.1%	$2.0M
GOOGLAlphabet Inc	0.9%	0.7%	5,054	+0.6%	$1.8M
PEPPepsico Inc	0.9%	1.1%	13,284	-13.5%	$1.8M
MSMorgan Stanley Com New	0.9%	0.9%	8,094	-31.9%	$1.7M
VWOVanguard Intl Equity Index F	0.8%	0.7%	26,741	+0.0%	$1.6M
DVYiShares Select Dividend ETF Total	0.8%	0.8%	9,906	-7.0%	$1.5M
AIGAmerican International Group I	0.8%	1.3%	20,299	-45.8%	$1.5M
IEMGIshares	0.8%	0.6%	17,849	+2.3%	$1.5M
EWGIshares Inc	0.7%	0.8%	34,283	-22.2%	$1.4M
MOAltria Group Inc	0.7%	0.8%	18,431	-25.4%	$1.3M
BMYBristol-Myers Squibb Co Com	0.7%	0.9%	22,927	-25.0%	$1.3M
XBISpdr Series Trust	0.6%	0.5%	8,000	+0.0%	$1.3M
IEURIshares Core Msci Europe	0.6%	0.6%	16,740	-1.4%	$1.2M
TQQQProshares Tr	0.6%	—	13,700	—	$1.1M
VEAVanguard Tax-Managed Fds	0.6%	—	15,352	—	$1.1M
IWSIshares Russell Mid-Cap Value ETF	0.5%	0.5%	6,522	-10.6%	$1.1M
XOMExxon Mobil Corp	0.5%	1.0%	7,607	-38.5%	$1.0M
EPIWisdomtree India Earnings Fund	0.5%	—	23,972	—	$1.0M
SOFISofi Technologies Inc	0.5%	—	51,817	—	$929K
TAt&t Inc Com	0.5%	0.7%	42,819	-15.8%	$886K

What Viewpoint Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

AIG American International Group I-45.8% shares
XOM Exxon Mobil Corp-38.5% shares
AMZN Amazon Com Inc Com-38.3% shares
CAT Caterpillar Inc Com-32.4% shares
MS Morgan Stanley Com New-31.9% shares
AAPL Apple Inc-30.2% shares
MSFT Microsoft Corp-29.3% shares
MO Altria Group Inc-25.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.7% /yr; S&P 500 +20.1%
3 years: +23.4% /yr; S&P 500 +20.4%
5 years: +13.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$196.3M	120
Q1 2026	$214.0M	135
Q4 2025	$230.9M	134
Q3 2025	$227.2M	150
Q2 2025	$203.8M	136
Q1 2025	$185.8M	140
Q4 2024	$190.4M	136
Q3 2024	$178.9M	140
Q2 2024	$163.4M	139
Q1 2024	$157.3M	134
Q4 2023	$143.0M	131
Q3 2023	$125.1M	125

Questions about Viewpoint Capital Management LLC's portfolio

What stocks does Viewpoint Capital Management LLC own?

Viewpoint Capital Management LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 120 positions worth $196.3M. The largest are Amazon Com Inc Com (AMZN) at 9.4%, Vanguard S&p 500 ETF (VOO) at 6.9%, Nvidia Corporation Com (NVDA) at 5.2%, Ishares Russell 2000 Value ETF (IWN) at 4.9% and Caterpillar Inc Com (CAT) at 4.7%.

What did Viewpoint Capital Management LLC buy last quarter?

Viewpoint Capital Management LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Viewpoint Capital Management LLC sell last quarter?

In Q2 2026, Viewpoint Capital Management LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Spdr S&p 500 ETF Tr (SPY), cut from its top 50 Meta Platforms Inc Class A (META), American International Group I (AIG) (-45.8% shares), Exxon Mobil Corp (XOM) (-38.5% shares) and Amazon Com Inc Com (AMZN) (-38.3% shares), compared with its Q1 2026 filing.

How has Viewpoint Capital Management LLC's portfolio performed?

A portfolio copying Viewpoint Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.7% against +20.1%. Over 5 years: +13.1% a year against +13.0%.

When is Viewpoint Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Viewpoint Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Viewpoint Capital Management LLC manage?

Viewpoint Capital Management LLC reported $267.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $196.3M.