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VCM
Viewpoint Capital Management Portfolio holdings
AUM
$196M
Turnover
17.86%
1-Year Est. Return
32.97%
This Fund
S&P 500
This Quarter Est. Return
+18.2%
1 Year Est. Return
+32.97%
3 Year Est. Return
+119.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
-$17.7M
(-8.3%)
Cap. Flow
-$48M
Cap. Flow % of AUM
Cap. Flow %
-24.45%
Top 10 Holdings %
Top 10 Hldgs %
46.41%
Holding
140
New
5
Increased
7
Reduced
74
Closed
20
Avg Time Held
3.8
years
Top 10 Avg Time Held
2.7
years
Top 20 Avg Time Held
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Direxion Daily FTSE China Bull 3X ETF
YINN
|
+$443K |
| 2 |
Advanced Micro Devices
AMD
|
+$345K |
| 3 |
Nucor
NUE
|
+$252K |
| 4 |
Eli Lilly
LLY
|
+$207K |
| 5 |
ARK Innovation ETF
ARKK
|
+$197K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$12M |
| 2 |
Caterpillar
CAT
|
+$3.65M |
| 3 |
Oracle
ORCL
|
+$2.76M |
| 4 |
NVIDIA
NVDA
|
+$1.85M |
| 5 |
Bank of America
BAC
|
+$1.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 46.15% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.72% |
| 4 | Industrials | 9.85% |
| 5 | Technology | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Apple
AAPL
$5.07T
| $2.44M | 1.25% |
8,449
-3,661
| -30% | -$1.05M |
2021 Q4
18 quarters
|
|
27
Procter & Gamble
PG
$373B
| $2.35M | 1.19% |
15,997
-2,906
| -15% | -$423K |
2021 Q4
18 quarters
|
|
28
KraneShares CSI China Internet ETF
KWEB
$4.29B
| $2.28M | 1.16% |
93,075
-24,555
| -21% | -$680K |
2021 Q4
18 quarters
|
|
29
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.29B
| $2.09M | 1.06% |
27,800
| – | – |
2022 Q4
14 quarters
|
|
30
Home Depot
HD
$319B
| $2.07M | 1.05% |
5,867
-543
| -8% | -$177K |
2021 Q4
18 quarters
|
|
31
iShares China Large-Cap ETF
FXI
$3.72B
| $2.05M | 1.04% |
64,828
-8,095
| -11% | -$289K |
2021 Q4
18 quarters
|
|
32
Alphabet (Google) Class A
GOOGL
$3.92T
| $1.81M | 0.92% |
5,054
+28
| +0.6% | +$10.1K |
2021 Q4
18 quarters
|
|
33
PepsiCo
PEP
$185B
| $1.8M | 0.92% |
13,284
-2,074
| -14% | -$310K |
2021 Q4
18 quarters
|
|
34
Morgan Stanley
MS
$281B
| $1.69M | 0.86% |
8,094
-3,800
| -32% | -$752K |
2021 Q4
18 quarters
|
|
35
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $1.6M | 0.81% |
26,741
| – | – |
2021 Q4
18 quarters
|
|
36
iShares Select Dividend ETF
DVY
$23.5B
| $1.55M | 0.79% |
9,906
-740
| -7% | -$114K |
2021 Q4
18 quarters
|
|
37
American International
AIG
$42.5B
| $1.51M | 0.77% |
20,299
-17,145
| -46% | -$1.3M |
2021 Q4
18 quarters
|
|
38
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
| $1.48M | 0.75% |
17,849
+408
| +2% | +$32.5K |
2021 Q4
18 quarters
|
|
39
iShares MSCI Germany ETF
EWG
$1.52B
| $1.42M | 0.72% |
34,283
-9,778
| -22% | -$411K |
2021 Q4
18 quarters
|
|
40
Altria Group
MO
$124B
| $1.33M | 0.68% |
18,431
-6,291
| -25% | -$439K |
2021 Q4
18 quarters
|
|
41
Bristol-Myers Squibb
BMY
$126B
| $1.32M | 0.67% |
22,927
-7,645
| -25% | -$439K |
2021 Q4
18 quarters
|
|
42
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $1.27M | 0.64% |
8,000
| – | – |
2024 Q4
6 quarters
|
|
43
iShares Core MSCI Europe ETF
IEUR
$9.29B
| $1.24M | 0.63% |
16,740
-230
| -1% | -$17.1K |
2021 Q4
18 quarters
|
|
44
ProShares UltraPro QQQ
TQQQ
$33B
| $1.11M | 0.57% |
13,700
| – | – |
2023 Q2
12 quarters
|
|
45
Vanguard FTSE Developed Markets ETF
VEA
$226B
| $1.09M | 0.56% |
15,352
| – | – |
2021 Q4
18 quarters
|
|
46
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
| $1.07M | 0.55% |
6,522
-777
| -11% | -$123K |
2021 Q4
18 quarters
|
|
47
ExxonMobil
XOM
$753B
| $1.04M | 0.53% |
7,607
-4,772
| -39% | -$714K |
2021 Q4
18 quarters
|
|
48
WisdomTree India Earnings Fund ETF
EPI
$1.77B
| $1.03M | 0.52% |
23,972
| – | – |
2021 Q4
18 quarters
|
|
49
SoFi Technologies
SOFI
$18.9B
| $929K | 0.47% |
51,817
| – | – |
2025 Q4
2 quarters
|
|
50
AT&T
T
$141B
| $886K | 0.45% |
42,819
-8,064
| -16% | -$200K |
2021 Q4
18 quarters
|
|
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CF
Viewpoint Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Viewpoint Capital Management held 140 positions worth $196M, down 8.3% from $214M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Viewpoint Capital Management withdrew a net $48M in Q2 2026, closing 20 positions and reducing 74 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $1.43M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, up from 42% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Viewpoint Capital Management opened a new position in Direxion Daily FTSE China Bull 3X ETF worth $301K.
- Viewpoint Capital Management's largest Q2 2026 buy was Direxion Daily FTSE China Bull 3X ETF: 14,000 shares worth $301K.
- Viewpoint Capital Management added most to Leverage Shares 2X Long BMNR Daily ETF in Q2 2026, an estimated $166K increase.
- Viewpoint Capital Management's biggest Q2 2026 reduction was Amazon, cutting an estimated $12M.
- Viewpoint Capital Management fully exited State Street SPDR S&P 500 ETF Trust in Q2 2026, selling an estimated $1.43M.
- Viewpoint Capital Management's ten largest holdings make up 46% of its $196M portfolio in Q2 2026.
- Viewpoint Capital Management opened 5 new positions and closed 20 in Q2 2026.
- Viewpoint Capital Management's portfolio value fell 8.3% quarter-over-quarter to $196M.
Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.