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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
BKHY icon
76
BNY Mellon High Yield Beta ETF
BKHY
$161M
$538K 0.1%
11,195
+252
+2% +$12.2K
PSLV icon
77
Sprott Physical Silver Trust
PSLV
$13.2B
$534K 0.1%
22,576
+4,389
+24% +$80.4K
PDBC icon
78
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.3B
$527K 0.1%
39,800
-818
-2% -$11.1K
SHY icon
79
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$508K 0.09%
6,132
+2,410
+65% +$200K
OKE icon
80
Oneok
OKE
$54.5B
$490K 0.09%
6,664
-44
-0.7% -$3.12K
NVDA icon
81
NVIDIA
NVDA
$5.42T
$489K 0.09%
2,621
-34
-1% -$6.33K
GLDM icon
82
SPDR Gold MiniShares Trust
GLDM
$29.5B
$482K 0.09%
5,647
-1,193
-17% -$98K
ENB icon
83
Enbridge
ENB
$112B
$482K 0.09%
10,076
-3,170
-24% -$151K
DIVD icon
84
Altrius Global Dividend ETF
DIVD
$21.5M
$472K 0.09%
12,252
+4,975
+68% +$187K
EMR icon
85
Emerson Electric
EMR
$88.3B
$444K 0.08%
3,345
+5
+0.1% +$663
TRV icon
86
Travelers Companies
TRV
$80.2B
$442K 0.08%
1,523
-38
-2% -$10.7K
AMZN icon
87
Amazon
AMZN
$2.96T
$440K 0.08%
1,908
-170
-8% -$38.9K
SUSA icon
88
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$432K 0.08%
3,100
-2,329
-43% -$322K
XLP icon
89
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$432K 0.08%
5,556
+321
+6% +$25.1K
SHYG icon
90
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$430K 0.08%
10,022
+1,550
+18% +$66.5K
SPHY icon
91
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
$429K 0.08%
+18,141
New +$430K
VZ icon
92
Verizon
VZ
$196B
$403K 0.08%
+9,893
New +$401K
BWX icon
93
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$401K 0.07%
17,805
-1,599
-8% -$36.2K
PLTR icon
94
Palantir
PLTR
$413B
$400K 0.07%
2,249
-173
-7% -$31.3K
MBSF icon
95
Regan Floating Rate MBS ETF
MBSF
$235M
$392K 0.07%
15,289
-752
-5% -$19.2K
HSY icon
96
Hershey
HSY
$36.6B
$384K 0.07%
2,112
-13
-0.6% -$2.38K
ARTY
97
iShares Future AI & Tech ETF
ARTY
$3.81B
$380K 0.07%
7,882
+2,065
+35% +$99.5K
PAVE icon
98
Global X US Infrastructure Development ETF
PAVE
$15.2B
$367K 0.07%
7,676
+2,181
+40% +$105K
SOXX icon
99
iShares Semiconductor ETF
SOXX
$48.7B
$358K 0.07%
1,190
+77
+7% +$22.7K
SSNC icon
100
SS&C Technologies
SSNC
$18.6B
$355K 0.07%
4,061
+44
+1% +$3.75K
2 3
4
5 6

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LCWP
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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.