Viewpoint Capital Management LLC holds a focused book of 120 stocks worth $196.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Viewpoint Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $516.8B |
| UBS Group AG | 80 / 80 | $134.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $475.9B |
| ROYAL BANK OF CANADA | 78 / 80 | $144.0B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $143.7B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.4B |
| CWM, LLC | 78 / 80 | $5.8B |
| Integrated Wealth Concepts LLC | 78 / 80 | $3.1B |
Ranked by how many of Viewpoint Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $18.4M | 77.1K | 9.4% | ▼−38% Reduced · −48K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $13.5M | 19.6K | 6.9% | —Held | |
| 3 | Nvidia Corporation COM | $10.1M | 50.7K | 5.2% | ▼−15% Reduced · −9K sh | |
| 4 | Ishares TR RUS 2000 VAL ETF | $9.6M | 43.2K | 4.9% | ▼−10% Reduced · −5K sh | |
| 5 | Caterpillar Inc COM | $9.2M | 8.7K | 4.7% | ▼−32% Reduced · −4K sh | |
| 6 | Bank Of Amer Corp COM | $7.2M | 126.5K | 3.7% | ▼−21% Reduced · −34K sh | |
| 7 | Citigroup Inc COM NEW | $6.3M | 45.1K | 3.2% | ▼−23% Reduced · −14K sh | |
| 8 | SPDR Series Trust ST STR SP HOME | $6.1M | 52.8K | 3.1% | ▼−16% Reduced · −10K sh | |
| 9 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $5.7M | 36.7K | 2.9% | ▼−3.9% Reduced · −1K sh | |
| 10 | Ge Aerospace COM NEW | $5.1M | 13.6K | 2.6% | ▼−14% Reduced · −2K sh | |
| 11 | Ishares TR RUSSELL 2000 ETF | $4.1M | 13.7K | 2.1% | ▲+3.6% Added · +477 sh | |
| 12 | Ge Vernova Inc COM | $4.1M | 3.5K | 2.1% | ▼−13% Reduced · −535 sh | |
| 13 | Ishares TR MSCI EURO FL ETF | $4.0M | 103.6K | 2.1% | ▼−10% Reduced · −12K sh | |
| 14 | Microsoft Corp COM | $3.6M | 9.6K | 1.8% | ▼−29% Reduced · −4K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $3.5M | 23.9K | 1.8% | ▼−15% Reduced · −4K sh | |
| 16 | Alphabet Inc CAP STK CL C | $3.5M | 10.0K | 1.8% | ▼−3.9% Reduced · −401 sh | |
| 17 | Vanguard Index FDS SMALL CP ETF | $3.2M | 10.5K | 1.6% | —Held | |
| 18 | Porch Group Inc COM | $3.0M | 199.2K | 1.5% | ▼−0.5% Reduced · −1K sh | |
| 19 | Johnson & Johnson COM | $2.9M | 11.6K | 1.5% | ▼−16% Reduced · −2K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $2.9M | 3.9K | 1.5% | ▼−1.7% Reduced · −70 sh | |
| 21 | Ishares TR MRNING SM CP ETF | $2.7M | 34.7K | 1.4% | ▼−23% Reduced · −11K sh | |
| 22 | Ishares TR MSCI EAFE ETF | $2.7M | 25.6K | 1.4% | ▲+0.7% Added · +185 sh | |
| 23 | Ishares TR MSCI EMG MKT ETF | $2.6M | 37.7K | 1.3% | ▼−10% Reduced · −4K sh | |
| 24 | Costco Wholesale Corporation COM | $2.5M | 2.7K | 1.3% | —Held | |
| 25 | Ishares TR ISHARES BIOTECH | $2.5M | 13.3K | 1.3% | ▼−8.3% Reduced · −1K sh | |
| 26 | Apple Inc COM | $2.4M | 8.4K | 1.2% | ▼−30% Reduced · −4K sh | |
| 27 | Procter & Gamble Co COM | $2.3M | 16.0K | 1.2% | ▼−15% Reduced · −3K sh | |
| 28 | Kraneshares Trust CSI CHI INTERNET | $2.3M | 93.1K | 1.2% | ▼−21% Reduced · −25K sh | |
| 29 | Direxion Shares ETF Trust DAILY SMALL CAP | $2.1M | 27.8K | 1.1% | —Held | |
| 30 | Home Depot Inc COM | $2.1M | 5.9K | 1.1% | ▼−8.5% Reduced · −543 sh | |
| 31 | Ishares TR CHINA LG-CAP ETF | $2.0M | 64.8K | 1.0% | ▼−11% Reduced · −8K sh | |
| 32 | Alphabet Inc CAP STK CL A | $1.8M | 5.1K | 0.9% | ▲+0.6% Added · +28 sh | |
| 33 | Pepsico Inc COM | $1.8M | 13.3K | 0.9% | ▼−14% Reduced · −2K sh | |
| 34 | Morgan Stanley COM NEW | $1.7M | 8.1K | 0.9% | ▼−32% Reduced · −4K sh | |
| 35 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.6M | 26.7K | 0.8% | —Held | |
| 36 | Ishares TR SELECT DIVID ETF | $1.5M | 9.9K | 0.8% | ▼−7.0% Reduced · −740 sh | |
| 37 | American Intl Group Inc COM NEW | $1.5M | 20.3K | 0.8% | ▼−46% Reduced · −17K sh | |
| 38 | Ishares Inc CORE MSCI EMKT | $1.5M | 17.8K | 0.8% | ▲+2.3% Added · +408 sh | |
| 39 | Ishares Inc MSCI GERMANY ETF | $1.4M | 34.3K | 0.7% | ▼−22% Reduced · −10K sh | |
| 40 | Altria Group Inc COM | $1.3M | 18.4K | 0.7% | ▼−25% Reduced · −6K sh | |
| 41 | Bristol-Myers Squibb Co COM | $1.3M | 22.9K | 0.7% | ▼−25% Reduced · −8K sh | |
| 42 | SPDR Series Trust ST STR SP BIOT | $1.3M | 8.0K | 0.6% | —Held | |
| 43 | Ishares TR CORE MSCI EURO | $1.2M | 16.7K | 0.6% | ▼−1.4% Reduced · −230 sh | |
| 44 | Proshares TR ULTRAPRO QQQ | $1.1M | 13.7K | 0.6% | —Held | |
| 45 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.1M | 15.4K | 0.6% | —Held | |
| 46 | Ishares TR RUS MDCP VAL ETF | $1.1M | 6.5K | 0.5% | ▼−11% Reduced · −777 sh | |
| 47 | Exxon Mobil Corp COM | $1.0M | 7.6K | 0.5% | ▼−39% Reduced · −5K sh | |
| 48 | Wisdomtree TR INDIA ERNGS FD | $1.0M | 24.0K | 0.5% | —Held | |
| 49 | Sofi Technologies Inc COM | $929K | 51.8K | 0.5% | —Held | |
| 50 | AT&T Inc COM | $886K | 42.8K | 0.5% | ▼−16% Reduced · −8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1906223/holdings"
Use Arkolith to show Viewpoint Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 120 | $196.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 135 | $214.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 134 | $230.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 150 | $227.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 136 | $203.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 140 | $185.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 136 | $190.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 140 | $178.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.