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| Viewpoint Capital Management LLC
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|---|---|
| CRD # | 158899 |
| SEC # | 801-117685 |
| CIK # | 0001906223 |
| AUM | 267.8 M (2026-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 206-219-1410 |
| Address | Madrona Plaza Seattle, WA 98122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 26.0 | ||
| Nvidia Corp | 10.4 | ||
| Caterpillar Inc | 9.1 | ||
| Bank of America Corp /DE/ | 7.8 | ||
| Citigroup Inc | 6.7 | ||
| Microsoft Corp | 5.0 | ||
| General Electric Co | 4.5 | ||
| GE Vernova Inc | 3.5 | ||
| Johnson & Johnson | 3.4 | ||
| Apple Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 14.6 |
| (b) Individuals (high net worth individuals) | 54 | 253.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 270 | 267.8 |
| By Discretionary | ||
| Discretionary | 249 | 223.0 |
| Non-Discretionary | 21 | 44.8 |
| Total | 270 | 267.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.8 | |
| Total | 270 | 267.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906223] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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