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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
USIG icon
151
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-97
Closed -$5.07K
VZ icon
152
Verizon
VZ
$194B
– –
-4,840
Closed -$213K
ETHE
153
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
– –
-7,000
Closed -$240K
3 4 5 6
7

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FCM
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PCMM
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NWA
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OCM
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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.