Q3 2026 13F · SEC CIK 1906223

Viewpoint Capital Management LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $214.1M
Reported positions: 136
Top holdings a year, 3 yrs: +23.4%
Assets under management: $267.8M

Viewpoint Capital Management LLC is a wealth manager that reported 136 positions worth $214.1M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Amazon Com Inc (AMZN, 8.8%), Vanguard Index Fds (VOO, 6.5%), Nvidia Corporation (NVDA, 5.3%). 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 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc	8.8%	9.4%	76,005	-1.4%	$18.9M
VOOVanguard Index Fds	6.5%	6.9%	19,699	+0.6%	$13.8M
NVDANvidia Corporation	5.3%	5.2%	50,076	-1.2%	$11.4M
CATCaterpillar Inc	4.6%	4.7%	12,151	+40.5%	$9.9M
IWNIshares Tr	4.5%	4.9%	46,443	+7.5%	$9.7M
BACBank of Amer Corp	3.7%	3.7%	147,424	+16.5%	$8.0M
CCitigroup Inc	3.2%	3.2%	53,237	+18.1%	$6.9M
XHBSpdr Series Trust	2.9%	3.1%	64,804	+22.6%	$6.2M
VSSVanguard Intl Equity Index F	2.8%	2.9%	38,135	+3.9%	$5.9M
MSFTMicrosoft Corp	2.7%	1.8%	11,115	+15.8%	$5.7M
GEGe Aerospace	2.1%	2.6%	14,711	+8.3%	$4.6M
EUFNIshares Tr	2.1%	2.1%	111,522	+7.6%	$4.4M
IWMIshares Tr	1.8%	2.1%	14,206	+3.6%	$3.9M
IJRIshares Tr	1.8%	1.8%	27,589	+15.4%	$3.8M
JNJJohnson & Johnson	1.7%	1.5%	13,506	+16.8%	$3.6M
GEVGe Vernova Inc	1.6%	2.1%	3,687	+6.3%	$3.5M
GOOGAlphabet Inc	1.6%	1.8%	10,262	+2.5%	$3.5M
JKLIshares Tr	1.6%	1.4%	44,614	+28.4%	$3.3M
PRCHPorch Group Inc	1.6%	1.5%	199,200	+0.0%	$3.3M
AAPLApple Inc	1.5%	1.2%	9,565	+13.2%	$3.2M
VBVanguard Index Fds	1.4%	1.6%	10,554	+1.0%	$3.0M
EEMIshares Tr	1.3%	1.3%	42,536	+12.7%	$2.8M
IBBIshares Tr	1.3%	1.3%	13,490	+1.6%	$2.8M
QQQInvesco Qqq Tr	1.3%	1.5%	3,736	-5.1%	$2.8M
KWEBKraneshares Trust	1.2%	1.2%	108,470	+16.5%	$2.7M
PGProcter & Gamble Co	1.2%	1.2%	18,216	+13.9%	$2.6M
EFAIshares Tr	1.2%	1.4%	24,636	-3.7%	$2.6M
COSTCostco Wholesale Corporation	1.1%	1.3%	2,685	-0.9%	$2.4M
FXIIshares Tr	1.1%	1.0%	67,573	+4.2%	$2.3M
MSMorgan Stanley	1.0%	0.9%	11,854	+46.5%	$2.2M
AIGAmerican Intl Group Inc	1.0%	0.8%	27,839	+37.1%	$2.1M
HDHome Depot Inc	1.0%	1.1%	7,232	+23.3%	$2.1M
PEPPepsico Inc	0.8%	0.9%	14,194	+6.9%	$1.8M
GOOGLAlphabet Inc	0.8%	0.9%	5,124	+1.4%	$1.8M
EWGIshares Inc	0.8%	0.7%	41,948	+22.4%	$1.7M
SPYState Str Spdr S&p 500 ETF T	0.8%	—	2,210	—	$1.7M
VWOVanguard Intl Equity Index F	0.8%	0.8%	27,129	+1.5%	$1.6M
BMYBristol-Myers Squibb Co	0.8%	0.7%	25,733	+12.2%	$1.6M
DVYIshares Tr	0.7%	0.8%	10,021	+1.2%	$1.5M
IEMGIshares Inc	0.7%	0.8%	18,287	+2.5%	$1.5M
MOAltria Group Inc	0.7%	0.7%	21,686	+17.7%	$1.5M
TNADirexion Shares ETF Trust	0.7%	1.1%	25,000	-10.1%	$1.4M
JPMJpmorgan Chase & Co	0.6%	—	4,028	—	$1.3M
IEURIshares Core Msci Europeetf	0.6%	0.6%	17,430	+4.1%	$1.3M
XBISpdr Series Trust	0.6%	0.6%	8,000	+0.0%	$1.3M
XOMExxonmobil Holdings Corp	0.6%	—	7,402	—	$1.2M
METAMeta Platforms Inc	0.5%	—	1,528	—	$1.1M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	0.6%	15,676	+2.1%	$1.1M
IWSIshares Tr	0.5%	0.5%	6,819	+4.6%	$1.1M
TQQQProshares Tr	0.5%	0.6%	13,700	+0.0%	$1.1M

What Viewpoint Capital Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MS Morgan Stanley+46.5% shares
CAT Caterpillar Inc+40.5% shares
AIG American Intl Group Inc+37.1% shares
JKL Ishares Tr+28.4% shares
HD Home Depot Inc+23.3% shares
XHB Spdr Series Trust+22.6% shares
EWG Ishares Inc+22.4% shares
C Citigroup Inc+18.1% shares

Reduced

TNA Direxion Shares ETF Trust-10.1% shares
QQQ Invesco Qqq Tr-5.1% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$214.1M	136
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

Questions about Viewpoint Capital Management LLC's portfolio

What stocks does Viewpoint Capital Management LLC own?

Viewpoint Capital Management LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 136 positions worth $214.1M. The largest are Amazon Com Inc (AMZN) at 8.8%, Vanguard Index Fds (VOO) at 6.5%, Nvidia Corporation (NVDA) at 5.3%, Caterpillar Inc (CAT) at 4.6% and Ishares Tr (IWN) at 4.5%.

What did Viewpoint Capital Management LLC buy last quarter?

In Q3 2026, Viewpoint Capital Management LLC added Morgan Stanley (MS) (+46.5% shares), Caterpillar Inc (CAT) (+40.5% shares) and American Intl Group Inc (AIG) (+37.1% shares), compared with its Q2 2026 filing.

What did Viewpoint Capital Management LLC sell last quarter?

In Q3 2026, Viewpoint Capital Management LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Wisdomtree Tr (EPI), cut from its top 50 Sofi Technologies Inc (SOFI), cut from its top 50 At&t Inc (T), Direxion Shares ETF Trust (TNA) (-10.1% shares) and Invesco Qqq Tr (QQQ) (-5.1% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $214.1M.