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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
+30.28%
1 Year Est. Return
+48.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$484M
AUM Growth
+$108M
Cap. Flow
+$28.2M
Cap. Flow %
5.82%
Top 10 Hldgs %
72.05%
Holding
173
New
33
Increased
51
Reduced
62
Closed
27

Top Buys

Rank Stock Value
1
MQQQ
Tradr 2X Long Innovation 100 Monthly ETF
MQQQ
+$35.8M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$32.6M
3
DDM icon
ProShares Ultra Dow30
DDM
+$15.3M
4
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$8.87M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.6M

Top Sells

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$46.6M
2
QLD icon
ProShares Ultra QQQ
QLD
+$12.7M
3
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$5.82M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$4.51M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.45M

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.93%
2 Technology 0.64%
3 Financials 0.34%
4 Industrials 0.26%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARTY
51
iShares Future AI & Tech ETF
ARTY
$4.04B
$1.01M 0.21%
13,278
-160
-1% -$10.6K
IWO icon
52
iShares Russell 2000 Growth ETF
IWO
$14.9B
$1.01M 0.21%
+2,558
New +$933K
XLI icon
53
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$998K 0.21%
+5,386
New +$936K
XLK icon
54
State Street Technology Select Sector SPDR ETF
XLK
$122B
$986K 0.2%
5,177
-94
-2% -$16.1K
RPV icon
55
Invesco S&P 500 Pure Value ETF
RPV
$1.76B
$965K 0.2%
8,480
-40,421
-83% -$4.51M
GLD icon
56
SPDR Gold Trust
GLD
$149B
$936K 0.19%
2,540
-521
-17% -$216K
BULD icon
57
Pacer BlueStar Engineering the Future ETF
BULD
$15.4M
$919K 0.19%
+23,913
New +$778K
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.08T
$858K 0.18%
1,715
-432
-20% -$208K
JNK icon
59
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.81B
$828K 0.17%
8,596
-437
-5% -$42.1K
GRID
60
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.8B
$815K 0.17%
4,249
+1,064
+33% +$200K
QQQJ icon
61
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
$810K 0.17%
17,816
+111
+0.6% +$4.67K
IWD icon
62
iShares Russell 1000 Value ETF
IWD
$84.2B
$802K 0.17%
3,308
+721
+28% +$168K
PAVE icon
63
Global X US Infrastructure Development ETF
PAVE
$13.6B
$782K 0.16%
13,267
+525
+4% +$29.5K
SHV icon
64
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$760K 0.16%
6,884
-782
-10% -$86.2K
XSMO icon
65
Invesco S&P SmallCap Momentum ETF
XSMO
$3.02B
$759K 0.16%
+8,103
New +$698K
DAX icon
66
Global X DAX Germany ETF
DAX
$226M
$724K 0.15%
16,402
-9,156
-36% -$411K
XLY icon
67
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$708K 0.15%
6,039
+3,102
+106% +$362K
SIVR icon
68
abrdn Physical Silver Shares ETF
SIVR
$4.48B
$707K 0.15%
12,569
-1,796
-13% -$125K
TLT icon
69
iShares 20+ Year Treasury Bond ETF
TLT
$46.6B
$664K 0.14%
7,685
+1,183
+18% +$102K
SCZ icon
70
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$652K 0.13%
7,924
+1,271
+19% +$106K
IWV icon
71
iShares Russell 3000 ETF
IWV
$20.3B
$644K 0.13%
1,511
+410
+37% +$169K
UTEN icon
72
US Treasury 10 Year Note ETF
UTEN
$267M
$618K 0.13%
14,312
-573
-4% -$24.8K
SJNK icon
73
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
$615K 0.13%
24,587
+4,759
+24% +$119K
NLR icon
74
VanEck Uranium + Nuclear Energy ETF
NLR
$4.22B
$610K 0.13%
5,263
+844
+19% +$113K
NVDA icon
75
NVIDIA
NVDA
$5.56T
$602K 0.12%
3,010
+643
+27% +$132K
1 2
3
4 5

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WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return
AA
Ashford Advisors Pittsford, New York $485M AUM 21.08% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $485M AUM 34.26% 1-Year Est. Return
CPI
Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SCH
Shengqi Capital (HK) Hong Kong $484M AUM 300.05% 1-Year Est. Return

Global View Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Global View Capital Management held 173 positions worth $484M, up 29% from $377M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Global View Capital Management deployed $28.2M of net new capital in Q2 2026, opening 33 new positions and adding to 51 existing holdings. Its largest new stake was ProShares Ultra Dow30: 254,774 shares worth $16.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, up from 98% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was WisdomTree Floating Rate Treasury Fund, an estimated $46.6M trimmed.

  • Global View Capital Management's largest Q2 2026 buy was ProShares Ultra Dow30: 254,774 shares worth $16.7M.
  • Global View Capital Management added most to Tradr 2X Long Innovation 100 Monthly ETF in Q2 2026, an estimated $35.8M increase.
  • Global View Capital Management's biggest Q2 2026 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $46.6M.
  • Global View Capital Management fully exited Simplify Barrier Income ETF in Q2 2026, selling an estimated $4.02M.
  • Global View Capital Management's ten largest holdings make up 72% of its $484M portfolio in Q2 2026.
  • Global View Capital Management opened 33 new positions and closed 27 in Q2 2026.
  • Global View Capital Management's portfolio value rose 29% quarter-over-quarter to $484M.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.