Titelia

Holdings of Viewpoint Capital Management LLC

128 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.8 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 14.1 %
  • Financials 11.0 %
  • Technology 10.2 %
  • Funds 9.7 %
  • Industrials 9.0 %
  • Consumer staples 4.8 %
  • Communication 3.8 %
  • Health care 3.6 %
  • Energy 1.0 %
  • Unattributed 32.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US127208.5M $99.98 %
2BR147.6K $0.02 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 125,02626M $
2Vanguard S&P 500 ETF 19,58511.7M $
3NVIDIA Corp 59,69910.4M $
4iShares Russell 2000 Value ETF 48,2499.1M $
5Caterpillar Inc 12,8019.1M $
6Bank of America Corp 160,9297.8M $
7Citigroup Inc 58,6406.7M $
8State Street SPDR S&P Homebuilders ETF 62,8646.2M $
9Vanguard FTSE All World ex-US 38,1775.6M $
10Microsoft Corp 13,5695M $
11General Electric Co 15,7714.5M $
12iShares Core S&P Small-Cap ETF 28,2693.5M $
13GE Vernova Inc 4,0033.5M $
14Johnson & Johnson 13,7433.4M $
15KraneShares CSI China Internet ETF 117,6303.3M $
16iShares Russell 2000 ETF 13,2293.3M $
17iShares Morningstar Small-Cap Value ETF 45,3943.2M $
18Apple Inc 12,1103.1M $
19Alphabet Inc 10,4093M $
20American International Group Inc 37,4442.8M $
21Vanguard Small-Cap ETF 10,4532.7M $
22Procter & Gamble Co/The 18,9032.7M $
23Costco Wholesale Corp 2,7102.7M $
24iShares China Large-Cap ETF 72,9232.6M $
25iShares MSCI EAFE ETF 25,4082.5M $
26iShares Biotechnology ETF 14,4862.4M $
27iShares MSCI Emerging Markets ETF 42,0712.4M $
28PepsiCo Inc 15,3582.4M $
29Oracle Corp 15,7142.3M $
30Invesco QQQ Trust Series 1 4,0052.3M $
31Home Depot Inc/The 6,4102.1M $
32Exxon Mobil Corp 12,3792.1M $
33Morgan Stanley 11,8942M $
34Bristol-Myers Squibb Co 30,5721.9M $
35Ishares Inc 44,0611.7M $
36Altria Group, Inc. 24,7221.6M $
37iShares Select Dividend ETF 10,6461.6M $
38JPMorgan Chase & Co 5,0801.5M $
39AT&T Inc 50,8831.5M $
40Vanguard International Equity Index Funds 26,7411.4M $
41Alphabet Inc 5,0261.4M $
42Porch Group Inc 200,3001.4M $
43State Street SPDR S&P 500 ETF Trust 2,1971.4M $
44Direxion Shares ETF Trust 27,8001.2M $
45iShares Core MSCI Emerging Markets ETF 17,4411.2M $
46Meta Platforms Inc 2,1051.2M $
47iShares Core MSCI Europe ETF 16,9701.2M $
48iShares Russell Mid-Cap Value 7,2991.1M $
49SPDR Series Trust 8,0001M $
50Vanguard FTSE Developed Markets ETF 15,352983.8K $
51Wisdomtree Trust 23,972978.1K $
52Tesla Inc 2,454912.4K $
53Clorox Co/The 8,609892.1K $
54SoFi Technologies Inc 51,817822.9K $
55Goldman Sachs Group Inc/The 945799.5K $
56iShares Trust 6,000768.7K $
57Ishares Gold Trust 8,049709.6K $
58Select Sector Spdr Trust 13,842683.4K $
59AbbVie Inc 3,022657.3K $
60Vanguard Growth ETF 1,405613.7K $
61ProShares Trust 13,700571K $
62Berkshire Hathaway Inc 1,146549.2K $
63iShares MSCI Brazil ETF 14,109541.6K $
64State Street SPDR S&P Regional Banking ETF 8,010521.9K $
65St Joe Co/The 8,180513.7K $
66WisdomTree International SmallCap Dividend Fund 6,221507K $
673M Co 3,394492.9K $
68Emerson Electric Co. 3,725488.1K $
69Charles Schwab Corp/The 5,000469.9K $
70Merck & Co Inc 3,544426.3K $
71PNC Financial Services Group Inc/The 2,010418.3K $
72SPDR Gold Shares 925398K $
73Zillow Group Inc 9,384388.3K $
74Deere & Co 686386.4K $
75iShares MSCI Japan ETF 4,407372.1K $
76Ishares Inc 6,222357.8K $
77Select Sector Spdr Trust 5,840357.8K $
78Corning Inc 2,600353.5K $
79Coca-Cola Co/The 4,609350.5K $
80Walt Disney Co/The 3,389326.6K $
81GE HealthCare Technologies Inc 4,501320.4K $
82Intuitive Surgical Inc 675311.2K $
83Starbucks Corp 3,361301.1K $
84WisdomTree Trust 4,100286.6K $
85Waters Corp 950282.9K $
86Ishares Inc 5,679276.7K $
87Uber Technologies Inc 3,729268.2K $
88Vanguard Information Technology ETF 377263K $
89KB Home 4,970257.2K $
90General Mills, Inc. 6,864255.5K $
91iShares U.S. Real Estate ETF 2,583244.2K $
92Quest Diagnostics Inc 1,200235.2K $
93Ishares Inc 8,395233K $
94Netflix Inc 2,282219.4K $
95Verizon Communications Inc 4,352218.5K $
96Vanguard World Fund 600187.3K $
97VANGUARD WORLD FUND 521187.1K $
98iShares TIPS Bond ETF 1,550171.1K $
99iShares Russell 1000 Growth ETF 362154.4K $
100Vanguard Financials ETF 1,217147K $