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VCM

Viewpoint Capital Management Portfolio holdings

AUM $214M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
-1.83%
1 Year Est. Return
+28.5%
3 Year Est. Return
+105.41%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
-$16.9M
Cap. Flow
-$8.62M
Cap. Flow %
-4.03%
Top 10 Hldgs %
45.64%
Holding
141
New
7
Increased
28
Reduced
42
Closed
6

Top Buys

Rank Stock Value
1
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$401K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$376K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$320K
4
VZ icon
Verizon
VZ
+$202K
5
NFLX icon
Netflix
NFLX
+$201K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$6.67M
2
JPM icon
JPMorgan Chase
JPM
+$425K
3
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$419K
4
PLTR icon
Palantir
PLTR
+$402K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 13.84%
2 Financials 11.8%
3 Technology 10.02%
4 Industrials 8.6%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
26
iShares MSCI EAFE ETF
EFA
$76.9B
$2.47M 1.15%
25,408
+1,370
+6% +$137K
IBB icon
27
iShares Biotechnology ETF
IBB
$9.37B
$2.45M 1.14%
14,486
+650
+5% +$111K
EEM icon
28
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$2.39M 1.12%
42,071
+2,025
+5% +$119K
PEP icon
29
PepsiCo
PEP
$184B
$2.38M 1.11%
15,358
-707
-4% -$110K
ORCL icon
30
Oracle
ORCL
$366B
$2.31M 1.08%
15,714
-1,000
-6% -$163K
QQQ icon
31
Invesco QQQ Trust
QQQ
$471B
$2.31M 1.08%
4,005
+240
+6% +$146K
HD icon
32
Home Depot
HD
$331B
$2.11M 0.99%
6,410
-150
-2% -$54.7K
XOM icon
33
ExxonMobil
XOM
$629B
$2.1M 0.98%
12,379
– –
MS icon
34
Morgan Stanley
MS
$340B
$1.96M 0.91%
11,894
– –
BMY icon
35
Bristol-Myers Squibb
BMY
$124B
$1.85M 0.87%
30,572
-1,199
-4% -$69.9K
EWG icon
36
iShares MSCI Germany ETF
EWG
$1.51B
$1.75M 0.82%
44,061
+870
+2% +$36.9K
MO icon
37
Altria Group
MO
$122B
$1.63M 0.76%
24,722
+1,150
+5% +$74K
DVY icon
38
iShares Select Dividend ETF
DVY
$23.7B
$1.61M 0.75%
10,646
+227
+2% +$34.3K
JPM icon
39
JPMorgan Chase
JPM
$918B
$1.49M 0.7%
5,080
-1,400
-22% -$425K
T icon
40
AT&T
T
$155B
$1.48M 0.69%
50,883
+2,608
+5% +$69.7K
VWO icon
41
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.45M 0.68%
26,741
+6
+0% +$336
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.24T
$1.45M 0.68%
5,026
+73
+1% +$22.9K
PRCH icon
43
Porch Group
PRCH
$1.44B
$1.44M 0.67%
200,300
-8,200
-4% -$65.5K
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$1.43M 0.67%
2,197
– –
TNA icon
45
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.42B
$1.23M 0.57%
27,800
+2,000
+8% +$102K
IEMG icon
46
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$1.22M 0.57%
17,441
+1,655
+10% +$119K
META icon
47
Meta Platforms (Facebook)
META
$1.63T
$1.2M 0.56%
2,105
+65
+3% +$41.7K
IEUR icon
48
iShares Core MSCI Europe ETF
IEUR
$8.71B
$1.19M 0.56%
16,970
+400
+2% +$29.2K
IWS icon
49
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$1.06M 0.5%
7,299
– –
XBI icon
50
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$1.02M 0.48%
8,000
-2,000
-20% -$250K
1
2
3 4 5

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TSS
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Viewpoint Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Viewpoint Capital Management held 141 positions worth $214M, down 7.3% from $231M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Viewpoint Capital Management withdrew a net $8.62M in Q1 2026, closing 6 positions and reducing 42 holdings. Its most notable exit was Palantir, an estimated $402K position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 14% of assets, down from 17% a quarter earlier, followed by Financials and Technology.

Against the trend, Viewpoint Capital Management opened a new position in Verizon worth $218K.

  • Viewpoint Capital Management's largest Q1 2026 buy was Verizon: 4,352 shares worth $218K.
  • Viewpoint Capital Management added most to State Street SPDR S&P Homebuilders ETF in Q1 2026, an estimated $401K increase.
  • Viewpoint Capital Management's biggest Q1 2026 reduction was Tesla, cutting an estimated $6.67M.
  • Viewpoint Capital Management fully exited Palantir in Q1 2026, selling an estimated $402K.
  • Viewpoint Capital Management's ten largest holdings make up 46% of its $214M portfolio in Q1 2026.
  • Viewpoint Capital Management opened 7 new positions and closed 6 in Q1 2026.
  • Viewpoint Capital Management's portfolio value fell 7.3% quarter-over-quarter to $214M.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.