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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
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$228B
$984K 0.46%
15,352
+6
+0% +$396
EPI icon
52
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$978K 0.46%
23,972
– –
TSLA icon
53
Tesla
TSLA
$1.42T
$912K 0.43%
2,454
-16,194
-87% -$6.67M
CLX icon
54
Clorox
CLX
$11.6B
$892K 0.42%
8,609
-1,089
-11% -$123K
SOFI icon
55
SoFi Technologies
SOFI
$22.6B
$823K 0.38%
51,817
-9,000
-15% -$190K
GS icon
56
Goldman Sachs
GS
$320B
$799K 0.37%
945
-125
-12% -$112K
IWP icon
57
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$769K 0.36%
6,000
– –
IAU icon
58
iShares Gold Trust
IAU
$63.4B
$710K 0.33%
8,049
-195
-2% -$17.9K
XLF icon
59
State Street Financial Select Sector SPDR ETF
XLF
$55.4B
$683K 0.32%
13,842
-400
-3% -$20.8K
ABBV icon
60
AbbVie
ABBV
$452B
$657K 0.31%
3,022
-35
-1% -$7.76K
VUG icon
61
Vanguard Growth ETF
VUG
$223B
$614K 0.29%
8,430
-6
-0.1% -$467
TQQQ icon
62
ProShares UltraPro QQQ
TQQQ
$34.7B
$571K 0.27%
13,700
-500
-4% -$25K
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.06T
$549K 0.26%
1,146
– –
GGLL icon
64
Direxion Daily GOOGL Bull 2X ETF
GGLL
$993M
$546K 0.26%
7,000
– –
EWZ icon
65
iShares MSCI Brazil ETF
EWZ
$9.02B
$542K 0.25%
14,109
-66
-0.5% -$2.41K
KRE icon
66
State Street SPDR S&P Regional Banking ETF
KRE
$4.87B
$522K 0.24%
8,010
– –
JOE icon
67
St. Joe Company
JOE
$3.48B
$514K 0.24%
8,180
-204
-2% -$13.7K
DLS icon
68
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$507K 0.24%
6,221
– –
MMM icon
69
3M
MMM
$89.1B
$493K 0.23%
3,394
-750
-18% -$119K
EMR icon
70
Emerson Electric
EMR
$78B
$488K 0.23%
3,725
– –
SCHW
71
Charles Schwab
SCHW
$174B
$470K 0.22%
5,000
– –
MRK icon
72
Merck
MRK
$312B
$426K 0.2%
3,544
+1
+0% +$115
PNC icon
73
PNC Financial Services
PNC
$99.9B
$418K 0.2%
2,010
– –
GLD icon
74
SPDR Gold Trust
GLD
$132B
$398K 0.19%
925
+25
+3% +$11.2K
IAT icon
75
iShares US Regional Banks ETF
IAT
$684M
$392K 0.18%
7,290
– –
1 2
3
4 5

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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.