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GVCM

Global View Capital Management Portfolio holdings

AUM $484M
1-Year Est. Return 48.46%
This Fund
S&P 500
This Quarter Est. Return
+2.73%
1 Year Est. Return
+48.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$537M
AUM Growth
+$65.7M
Cap. Flow
+$53.2M
Cap. Flow %
9.91%
Top 10 Hldgs %
78.86%
Holding
153
New
17
Increased
56
Reduced
63
Closed
16

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$35.6M
2
DDM icon
ProShares Ultra Dow30
DDM
+$14.5M
3
SSO icon
ProShares Ultra S&P500
SSO
+$14.2M
4
QLD icon
ProShares Ultra QQQ
QLD
+$9.56M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.08M

Top Sells

Rank Stock Value
1
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$16.1M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.63M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.74M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.69M
5
MQQQ
Tradr 2X Long Innovation 100 Monthly ETF
MQQQ
+$2.38M

Sector Composition

Rank Sector Weight
1 Financials 0.63%
2 Technology 0.54%
3 Materials 0.36%
4 Healthcare 0.34%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
26
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.75M 0.33%
17,557
-12,764
-42% -$1.28M
VONG icon
27
Vanguard Russell 1000 Growth ETF
VONG
$45B
$1.62M 0.3%
13,274
+68
+0.5% +$8.29K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.49M 0.28%
2,972
-10
-0.3% -$4.97K
UWM icon
29
ProShares Ultra Russell2000
UWM
$249M
$1.43M 0.27%
30,487
+3,971
+15% +$188K
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.43M 0.27%
16,019
-1,969
-11% -$174K
IAGG icon
31
iShares Core International Aggregate Bond Fund
IAGG
$11B
$1.43M 0.27%
28,597
-3,194
-10% -$164K
ITOT icon
32
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.36M 0.25%
9,116
-1,130
-11% -$167K
DAX icon
33
Global X DAX Germany ETF
DAX
$236M
$1.34M 0.25%
29,352
-7,304
-20% -$325K
GLD icon
34
SPDR Gold Trust
GLD
$141B
$1.27M 0.24%
3,203
-37
-1% -$14.1K
GBIL icon
35
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.58B
$1.22M 0.23%
12,222
-1
-0% -$100
XAR icon
36
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
$1.2M 0.22%
4,995
+298
+6% +$70.8K
AAPL icon
37
Apple
AAPL
$4.57T
$1.16M 0.22%
4,256
-192
-4% -$51.5K
SWAN icon
38
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$161M
$1.13M 0.21%
34,828
+6,075
+21% +$198K
JOJO icon
39
ATAC Credit Rotation ETF
JOJO
$5.26M
$1.13M 0.21%
72,615
+14,478
+25% +$225K
JNK icon
40
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
$1.13M 0.21%
11,602
-12,077
-51% -$1.17M
FRDM icon
41
Freedom 100 Emerging Markets ETF
FRDM
$3.35B
$1.11M 0.21%
21,692
-2,645
-11% -$126K
RZG icon
42
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$141M
$1.08M 0.2%
+19,949
New +$1.09M
IGLB icon
43
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.84B
$1.06M 0.2%
20,995
-866
-4% -$44.4K
SPIP icon
44
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$1.05M 0.2%
40,452
+1,879
+5% +$49.3K
PPLT
45
abrdn Physical Platinum Shares ETF
PPLT
$2.02B
$1.03M 0.19%
+55,190
New +$850K
QQQ icon
46
Invesco QQQ Trust
QQQ
$484B
$1.01M 0.19%
1,638
+298
+22% +$183K
XLU icon
47
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$996K 0.19%
23,325
-34,023
-59% -$1.51M
FLHY icon
48
Franklin High Yield Corporate ETF
FLHY
$1.23B
$988K 0.18%
40,482
+976
+2% +$23.8K
GDX icon
49
VanEck Gold Miners ETF
GDX
$27.4B
$955K 0.18%
11,136
+6,712
+152% +$530K
L icon
50
Loews
L
$23.6B
$926K 0.17%
8,795
-132
-1% -$13.6K
1
2
3 4 5

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BWA
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PE
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IG
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UOIF
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HL
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MAM
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Global View Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Global View Capital Management held 153 positions worth $537M, up 14% from $471M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Global View Capital Management deployed $53.2M of net new capital in Q4 2025, opening 17 new positions and adding to 56 existing holdings. Its largest new stake was iShares Morningstar Value ETF: 28,382 shares worth $2.68M.

By sector, the portfolio is most concentrated in Financials at 0.63% of assets, down from 0.66% a quarter earlier, followed by Technology and Materials.

On the sell side, the largest reduction was abrdn Physical Gold Shares ETF, an estimated $16.1M trimmed.

  • Global View Capital Management's largest Q4 2025 buy was iShares Morningstar Value ETF: 28,382 shares worth $2.68M.
  • Global View Capital Management added most to WisdomTree Floating Rate Treasury Fund in Q4 2025, an estimated $35.6M increase.
  • Global View Capital Management's biggest Q4 2025 reduction was abrdn Physical Gold Shares ETF, cutting an estimated $16.1M.
  • Global View Capital Management fully exited iShares S&P 500 Growth ETF in Q4 2025, selling an estimated $4.63M.
  • Global View Capital Management's ten largest holdings make up 79% of its $537M portfolio in Q4 2025.
  • Global View Capital Management opened 17 new positions and closed 16 in Q4 2025.
  • Global View Capital Management's portfolio value rose 14% quarter-over-quarter to $537M.

Based on Global View Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.