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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
VZ icon
101
Verizon
VZ
$208B
$350K 0.07%
8,270
-382
-4% -$17.9K
MSFT icon
102
Microsoft
MSFT
$3.71T
$346K 0.07%
+928
New +$375K
FXN icon
103
First Trust Energy AlphaDEX Fund
FXN
$403M
$338K 0.07%
16,730
-9,733
-37% -$209K
SPY icon
104
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$335K 0.07%
+448
New +$325K
EWX icon
105
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$704M
$334K 0.07%
4,498
+555
+14% +$40.5K
MDT icon
106
Medtronic
MDT
$120B
$333K 0.07%
4,253
-250
-6% -$20.2K
FXU icon
107
First Trust Utilities AlphaDEX Fund
FXU
$793M
$330K 0.07%
6,679
-863
-11% -$42.2K
EFV icon
108
iShares MSCI EAFE Value ETF
EFV
$32.2B
$320K 0.07%
4,178
-170
-4% -$13.2K
OKE icon
109
Oneok
OKE
$60.2B
$315K 0.07%
3,619
-1,007
-22% -$88.7K
EMR icon
110
Emerson Electric
EMR
$85.2B
$313K 0.06%
2,188
-356
-14% -$50.1K
SPYV icon
111
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
$309K 0.06%
5,090
+372
+8% +$22.3K
EFA icon
112
iShares MSCI EAFE ETF
EFA
$80.1B
$305K 0.06%
2,939
-92
-3% -$9.46K
BKHY icon
113
BNY Mellon High Yield Beta ETF
BKHY
$167M
$295K 0.06%
6,197
-375
-6% -$17.8K
EMHY icon
114
iShares JPMorgan EM High Yield Bond ETF
EMHY
$643M
$292K 0.06%
+7,180
New +$290K
VYM icon
115
Vanguard High Dividend Yield ETF
VYM
$82.8B
$291K 0.06%
+1,844
New +$288K
CAT icon
116
Caterpillar
CAT
$374B
$290K 0.06%
+272
New +$239K
GOOG icon
117
Alphabet (Google) Class C
GOOG
$4.1T
$283K 0.06%
802
+27
+3% +$9.65K
WIP icon
118
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$477M
$280K 0.06%
7,115
-8
-0.1% -$321
AMZN icon
119
Amazon
AMZN
$2.79T
$276K 0.06%
+1,159
New +$291K
SHY icon
120
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$275K 0.06%
3,353
-2,578
-43% -$212K
JPM icon
121
JPMorgan Chase
JPM
$953B
$274K 0.06%
836
-1
-0.1% -$311
HEGD icon
122
Swan Hedged Equity US Large Cap ETF
HEGD
$735M
$271K 0.06%
10,175
+1,241
+14% +$32.5K
EOG icon
123
EOG Resources
EOG
$76.2B
$266K 0.05%
2,049
-377
-16% -$51.4K
PLTR icon
124
Palantir
PLTR
$419B
$263K 0.05%
2,252
+258
+13% +$35.2K
AVGO icon
125
Broadcom
AVGO
$1.7T
$257K 0.05%
+681
New +$273K
3 4
5
6 7

Similar funds

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.