Viewpoint Investment Partners

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Assets, Funds, Holdings

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Viewpoint Investment Partners
CRD #109282
SEC #801-56347
CIK #0001767457
AUM
Employees
Phone858-704-1310
Address11995 El Camino Real
San Diego, CA 92130
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
200160120804001999200720152024
Sector Form 13F Holdings Value ($M)
Microsoft Corp 5.4
J P Morgan Chase & Co 5.1
Costco Wholesale Corp /NEW 4.6
AbbVie Inc 3.2
SPDR Gold Trust 2.8
Apple Inc 2.3
Alphabet Inc 2.0
Nvidia Corp 2.0
Chevron Corp 1.9
BHP Billiton Ltd 1.1
View All
Holdings by Sector ($M)
190152114763802018202020232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 23 162.0
By Discretionary
Discretionary 23 162.0
Non-Discretionary 0 0.0
Total 23 162.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 162.0
Total 23 162.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001767457]
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