Viewpoint Capital Management LLC — 13F holdings

Viewpoint Capital Management LLC reported 120 holdings worth $196M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. AMZN AMAZON COM INC — $18.4M (9.4%)
2. VOO VANGUARD INDEX FDS — $13.5M (6.9%)
3. NVDA NVIDIA CORPORATION — $10.1M (5.2%)
4. IWN ISHARES TR — $9.55M (4.9%)
5. CAT CATERPILLAR INC — $9.21M (4.7%)
6. BAC BANK AMERICA CORP — $7.21M (3.7%)
7. C CITIGROUP INC — $6.31M (3.2%)
8. XHB SPDR SERIES TRUST — $6.11M (3.1%)
9. VSS VANGUARD INTL EQUITY INDEX F — $5.66M (2.9%)
10. GE GE AEROSPACE — $5.08M (2.6%)