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VCM

Viewpoint Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 32.97%
This Fund
S&P 500
This Quarter Est. Return
+2.63%
1 Year Est. Return
+32.97%
3 Year Est. Return
+119.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$231M
AUM Growth
+$3.7M
Cap. Flow
+$880K
Cap. Flow %
0.38%
Top 10 Hldgs %
45.71%
Holding
153
New
3
Increased
29
Reduced
23
Closed
19

Top Buys

Rank Stock Value
1
SOFI icon
SoFi Technologies
SOFI
+$1.69M
2
AMZN icon
Amazon
AMZN
+$349K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$226K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$211K
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$198K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$549K
2
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$240K
3
NFLX icon
Netflix
NFLX
+$229K
4
AAPL icon
Apple
AAPL
+$224K
5
ARKK icon
ARK Innovation ETF
ARKK
+$223K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.4%
2 Financials 12.92%
3 Technology 11.18%
4 Industrials 7.06%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPI icon
51
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$1.11M 0.48%
23,972
– –
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$1.06M 0.46%
15,786
+1,051
+7% +$70.5K
IWS icon
53
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$1.03M 0.45%
7,299
-1,000
-12% -$140K
CLX icon
54
Clorox
CLX
$12.5B
$978K 0.42%
9,698
-15
-0.2% -$1.63K
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$234B
$959K 0.42%
15,346
– –
GS icon
56
Goldman Sachs
GS
$312B
$941K 0.41%
1,070
-63
-6% -$51.4K
IWP icon
57
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$822K 0.36%
6,000
– –
XLF icon
58
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$780K 0.34%
14,242
– –
TQQQ icon
59
ProShares UltraPro QQQ
TQQQ
$38.1B
$749K 0.32%
14,200
– –
Z icon
60
Zillow
Z
$8.23B
$702K 0.3%
10,284
– –
ABBV icon
61
AbbVie
ABBV
$429B
$698K 0.3%
3,057
– –
VUG icon
62
Vanguard Morningstar Growth ETF
VUG
$231B
$686K 0.3%
8,436
– –
GGLL icon
63
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.19B
$678K 0.29%
7,000
– –
IAU icon
64
iShares Gold Trust
IAU
$63.4B
$669K 0.29%
8,244
+150
+2% +$11.7K
MMM icon
65
3M
MMM
$92.7B
$663K 0.29%
4,144
– –
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.11T
$576K 0.25%
1,146
+7
+0.6% +$3.48K
KRE icon
67
State Street SPDR S&P Regional Banking ETF
KRE
$4.76B
$519K 0.22%
8,010
– –
DLS icon
68
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$504K 0.22%
6,221
– –
SCHW
69
Charles Schwab
SCHW
$185B
$500K 0.22%
5,000
– –
JOE icon
70
St. Joe Company
JOE
$3.73B
$498K 0.22%
8,384
– –
EMR icon
71
Emerson Electric
EMR
$86.8B
$494K 0.21%
3,725
– –
DIS icon
72
Walt Disney
DIS
$171B
$462K 0.2%
4,062
– –
EWZ icon
73
iShares MSCI Brazil ETF
EWZ
$9.13B
$450K 0.2%
14,175
– –
GIS icon
74
General Mills
GIS
$19.3B
$435K 0.19%
9,364
– –
PNC icon
75
PNC Financial Services
PNC
$102B
$420K 0.18%
2,010
– –
1 2
3
4 5

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Viewpoint Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Viewpoint Capital Management held 153 positions worth $231M, up 1.6% from $227M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Viewpoint Capital Management's Q4 2025 filing shows 3 new, 29 increased, 23 reduced and 19 closed positions. Its largest new stake was SoFi Technologies: 60,817 shares worth $1.59M. The largest sale was NVIDIA, an estimated $549K.

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

  • Viewpoint Capital Management's largest Q4 2025 buy was SoFi Technologies: 60,817 shares worth $1.59M.
  • Viewpoint Capital Management added most to Amazon in Q4 2025, an estimated $349K increase.
  • Viewpoint Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $549K.
  • Viewpoint Capital Management fully exited Grayscale Ethereum Staking ETF Shares in Q4 2025, selling an estimated $240K.
  • Viewpoint Capital Management's ten largest holdings make up 46% of its $231M portfolio in Q4 2025.
  • Viewpoint Capital Management opened 3 new positions and closed 19 in Q4 2025.
  • Viewpoint Capital Management's portfolio value rose 1.6% quarter-over-quarter to $231M.

Based on Viewpoint Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.