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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
OBIL icon
76
US Treasury 12 Month Bill ETF
OBIL
$310M
$575K 0.12%
11,501
-250
-2% -$12.5K
FDN icon
77
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$573K 0.12%
2,165
-121
-5% -$31.9K
IWM icon
78
iShares Russell 2000 ETF
IWM
$81.2B
$571K 0.12%
1,902
+1,057
+125% +$297K
XBIL icon
79
US Treasury 6 Month Bill ETF
XBIL
$748M
$559K 0.12%
11,187
-232
-2% -$11.6K
FLHY icon
80
Franklin High Yield Corporate ETF
FLHY
$1.25B
$542K 0.11%
22,298
-1,211
-5% -$29.4K
IEF icon
81
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$539K 0.11%
5,702
-20,483
-78% -$1.94M
AKRE
82
Akre Focus ETF
AKRE
$5.3B
$518K 0.11%
9,742
-1,992
-17% -$108K
L icon
83
Loews
L
$22.3B
$514K 0.11%
4,536
-1,225
-21% -$133K
LLY icon
84
Eli Lilly
LLY
$1.02T
$504K 0.1%
420
+33
+9% +$33.7K
XLB icon
85
State Street Materials Select Sector SPDR ETF
XLB
$8.68B
$499K 0.1%
9,825
-5,107
-34% -$262K
GLDM icon
86
SPDR Gold MiniShares Trust
GLDM
$31.7B
$485K 0.1%
6,107
-379
-6% -$33.8K
HYLB icon
87
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$458K 0.09%
+12,542
New +$458K
FNV icon
88
Franco-Nevada
FNV
$51.3B
$443K 0.09%
2,125
-617
-23% -$144K
DSMC icon
89
Distillate Small/Mid Cash Flow ETF
DSMC
$147M
$439K 0.09%
10,879
-2,929
-21% -$115K
AGQ icon
90
ProShares Ultra Silver
AGQ
$1.47B
$434K 0.09%
6,383
+2,367
+59% +$261K
UL icon
91
Unilever
UL
$138B
$424K 0.09%
7,056
-425
-6% -$24.6K
EUHY
92
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$249M
$423K 0.09%
+7,845
New +$418K
IWN icon
93
iShares Russell 2000 Value ETF
IWN
$14.6B
$418K 0.09%
1,888
+803
+74% +$168K
XLE icon
94
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$417K 0.09%
7,845
-12,982
-62% -$742K
SHYG icon
95
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
$415K 0.09%
9,782
+2,395
+32% +$102K
DSTL icon
96
Distillate US Fundamental Stability & Value ETF
DSTL
$2.09B
$412K 0.09%
6,884
-1,471
-18% -$87.1K
RDVY icon
97
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$405K 0.08%
5,002
+960
+24% +$72.2K
MBSF icon
98
Regan Floating Rate MBS ETF
MBSF
$245M
$369K 0.08%
14,356
-284
-2% -$7.29K
SUSA icon
99
iShares ESG Optimized MSCI USA ETF
SUSA
$4.13B
$355K 0.07%
2,303
-921
-29% -$136K
TSLA icon
100
Tesla
TSLA
$1.4T
$350K 0.07%
833
+145
+21% +$57.7K
2 3
4
5 6

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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.