Fund HoldingsViewpoint Capital Management LLC

Total Portfolio Value
$230.86M
Total Bought
$20.05M
Total Sold
$17.83M
Net Transaction
+$2.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP HOME
059,209+59,20906,0962.64%+6,096
AMAZON COM INC(AMZN)123,239124,763+1,52427,06028,79812.47%+1,738
SOFI TECHNOLOGIES INC(SOFI)060,817+60,81701,5920.69%+1,592
CATERPILLAR INC(CAT)12,76512,806+416,0917,3363.18%+1,245
SPDR SERIES TRUST
ST STR SP BIOT
010,000+10,00001,2190.53%+1,219
CITIGROUP INC(C)61,50060,890-6106,2427,1053.08%+863
SELECT SECTOR SPDR TR
ST STR FINL ETF
014,242+14,24207800.34%+780
ALPHABET INC(GOOG)9,3219,392+712,2702,9471.28%+677
BANK AMERICA CORP165,864165,284-5808,5579,0913.94%+534
SPDR SERIES TRUST
ST STR SP REGBNK
08,010+8,01005190.22%+519
ISHARES TR12,73013,836+1,1061,8382,3351.01%+497
ISHARES TR46,39447,566+1,1728,2038,6193.73%+417
ISHARES INC
MSCI JAPAN ETF
04,407+4,40703560.15%+356
ALPHABET INC(GOOG)4,9284,953+251,1981,5500.67%+352
ISHARES TR127,041127,054+134,3634,7122.04%+350
JOHNSON & JOHNSON(JNJ)14,29014,397+1072,6502,9791.29%+330
VANGUARD INDEX FDS19,58519,585011,99312,2825.32%+289
AMERICAN INTL GROUP INC040,794+40,79403,4901.51%+3,490
BRISTOL-MYERS SQUIBB CO(BMY)031,771+31,77101,7140.74%+1,714
ISHARES TR10,85411,772+9182,6262,8981.26%+272
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,840+5,84002610.11%+261
DIREXION SHS ETF TR
DLY GOOGL BUL 2X
7,0007,00004426780.29%+236
ELI LILLY & CO(LLY)0206+20602210.10%+221
MORGAN STANLEY(MS)11,89411,89401,8912,1120.91%+221
TESLA INC(TSLA)18,44518,648+2038,2038,3863.63%+184
GE VERNOVA INC(GEV)3,9964,008+122,4572,6201.13%+162
ISHARES TR23,09724,038+9412,1572,3081.00%+152
VANGUARD INTL EQUITY INDEX F38,59539,057+4625,5025,5982.42%+96
THEMES ETF TR
LEVERAGE SHS 2X
030,000+30,0000950.04%+95
ISHARES TR45,27445,394+1203,0173,1091.35%+93
ISHARES INC
CORE MSCI EMKT
14,73515,786+1,0519711,0610.46%+90
EXXON MOBIL CORP12,45112,379-721,4041,4900.65%+86
ST JOE CO(JOE)8,3848,38404154980.22%+83
INTUITIVE SURGICAL INC0675+67503820.17%+382
ISHARES GOLD TR(IAU)08,244+8,24406690.29%+669
ISHARES TR9,80510,419+6141,3931,4700.64%+77
GE AEROSPACE(GE)15,90015,771-1294,7834,8582.10%+75
MERCK & CO INC(MRK)3,5713,543-283003730.16%+73
WATERS CORP(WAT)0815+81503100.13%+310
PEPSICO INC(PEP)15,96016,065+1052,2412,3061.00%+64
ISHARES TR39,96640,046+802,1342,1910.95%+57
SELECT SECTOR SPDR TR
ST STR REAL ETF
01,303+1,3030530.02%+53
WISDOMTREE TR(WT)023,972+23,97201,1100.48%+1,110
ISHARES TR
CORE MSCI EURO
16,57016,57001,1291,1760.51%+47
VANGUARD TAX-MANAGED FDS15,34615,34609209590.42%+39
ISHARES INC043,191+43,19101,8360.80%+1,836
VANGUARD INDEX FDS10,45310,45302,6582,6961.17%+38
GOLDMAN SACHS GROUP INC(GS)1,1331,070-639029410.41%+38
ISHARES TR28,26928,26903,3593,3971.47%+38
SPDR GOLD TR(GLD)90090003203570.15%+37
SPDR S&P 500 ETF TR(SPY)2,1972,19701,4641,4980.65%+35
GE HEALTHCARE TECHNOLOGIES I(GEHC)04,638+4,63803800.16%+380
SCHWAB CHARLES CORP(SCHW)5,0005,00004775000.22%+22
COCA COLA CO(KO)05,609+5,60903920.17%+392
PALANTIR TECHNOLOGIES INC(PLTR)2,0942,264+1703824020.17%+20
3M CO(MMM)4,1444,14406436630.29%+20
ISHARES TR07,290+7,29004020.17%+402
SPDR SERIES TRUST
ST STR SP BANK
0275+2750170.01%+17
PNC FINL SVCS GROUP INC(PNC)2,0102,01004044200.18%+16
PROSHARES TR
ULTRAPRO QQQ
7,10014,200+7,1007347490.32%+14
CORNING INC(GLW)2,6002,60002132280.10%+14
APPLE INC(AAPL)13,94313,110-8333,5503,5641.54%+14
SANA BIOTECHNOLOGY INC(SANA)23,54523,545084960.04%+12
VANGUARD INDEX FDS1,4061,40606746860.30%+12
ISHARES INC5,6795,67902682800.12%+12
INTERNATIONAL BUSINESS MACHS(IBM)0810+81002400.10%+240
ISHARES INC14,17514,17504394500.20%+11
WISDOMTREE TR(WT)4,1004,10002712820.12%+10
WISDOMTREE TR(WT)6,2216,22104955040.22%+9
ISHARES INC2,4702,47001251330.06%+8
DIREXION SHS ETF TR
DAILY SMALL CAP
25,80025,80001,1671,1750.51%+8
EMERSON ELEC CO(EMR)03,725+3,72504940.21%+494
DEERE & CO(DE)0686+68603190.14%+319
SELECT SECTOR SPDR TR
ST STR MATER ETF
0120+120050.00%+5
ISHARES TR
ESG AWARE MSCI
5,0005,00002252300.10%+5
AMBEV SA(ABEV)016,300+16,3000400.02%+40
BERKSHIRE HATHAWAY INC DEL1,1391,146+75735760.25%+3
VANGUARD WORLD FD
FINANCIALS ETF
01,217+1,21701620.07%+162
VANGUARD WORLD FD
INF TECH ETF
37737702812840.12%+3
ISHARES INC540540035370.02%+3
ISHARES TR36236201701710.07%+2
ISHARES INC0160+1600180.01%+18
VANGUARD INDEX FDS213213070710.03%+2
VANGUARD WORLD FD
INDUSTRIAL ETF
60060001781790.08%+1
ISHARES TR0235+2350350.02%+35
ISHARES TR0180+1800180.01%+18
VANGUARD INDEX FDS0100+1000190.01%+19
WISDOMTREE TR(WT)0580+5800270.01%+27
VANGUARD INTL EQUITY INDEX F050+50040.00%+4
ISHARES TR020+20010.00%+1
ISHARES TR0100+1000110.00%+11
ISHARES INC01+1000.00%0
ISHARES TR02+2000.00%0
ISHARES TR050+50050.00%+5
ISHARES TR0142+142080.00%+8
VANGUARD INDEX FDS09+9030.00%+3
ISHARES TR000000
WISDOMTREE TR(WT)2,8562,856096960.04%-1
VANGUARD WORLD FD
CONSUM DIS ETF
52152102062050.09%-1
STARBUCKS CORP(SBUX)03,366+3,36602830.12%+283
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