Viewpoint Capital Management LLC
CIK 1906223 · Holdings on Dec 31, 2023 · First reported Jan 30, 2024
Top ten holdings
Q4 2023- AMZN14.29%
- VOO5.51%
- BAC3.78%
- IWN3.60%
- MSFT3.52%
- XHB3.32%
- TSLA3.21%
- CAT2.64%
- NVDA2.42%
- C2.23%
Share classes counted separately44.52%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INC View history and evidence | $20.44M | 14.29% | 134.53K shares | — | ↗▾ | |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $7.89M | 5.51% | 18.05K shares | — | ↗▾ | |
| 03 | BACBANK OF AMERICA CORP View history and evidence | $5.40M | 3.78% | 160.46K shares | — | ↗▾ | |
| 04 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $5.16M | 3.60% | 33.19K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $5.04M | 3.52% | 13.39K shares | — | ↗▾ | |
| 06 | XHBSS SPDR S&P HOMEBLDRS ETFS&P HOMEBUILD View history and evidence | $4.75M | 3.32% | 49.66K shares | — | ↗▾ | |
| 07 | TSLATESLA INC View history and evidence | $4.59M | 3.21% | 18.47K shares | — | ↗▾ | |
| 08 | CATCATERPILLAR INC View history and evidence | $3.77M | 2.64% | 12.75K shares | — | ↗▾ | |
| 09 | NVDANVIDIA CORP View history and evidence | $3.46M | 2.42% | 6.99K shares | — | ↗▾ | |
| 10 | CCITIGROUP INCCOM NEW View history and evidence | $3.19M | 2.23% | 62.11K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1906223 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 30, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 143019555
}Research all 131 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.