Viewpoint Capital Management LLC
Viewpoint Capital Management LLC is a registered investment adviser founded in 2011 and headquartered in Seattle, Washington. The firm offers comprehensive asset management services and acts as a fiduciary, serving primarily high net worth individuals through direct experience, observation, and study. As of early 2025, the firm has one employee and manages portfolios tailored to individual objectives and aspirations.
Investment Strategy
Viewpoint Capital Management LLC employs a thoughtful, personalized investment strategy focused on understanding each client's expectations and financial goals. Through extensive study and direct experience, they construct customized portfolios tailored to the unique needs of individuals, emphasizing asset management, long-term growth, and fiduciary principles. The firm's approach involves active management and regular portfolio review, favoring a diversified holding of equities across sectors such as technology, consumer, and financials.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 11.91% | $27.1M | 123,239 | $171.62 | $219.57 | +$14.1K |
V VOO | VANGUARD INDEX FDS | 5.28% | $12.0M | 19,585 | $420.57 | $612.38 | +$868.6K |
N NVDA | NVIDIA CORPORATION | 5.17% | $11.7M | 62,957 | $30.12 | $186.58 | +$1.4M |
B BAC | BANK AMERICA CORP | 3.77% | $8.6M | 165,864 | $44.07 | $51.59 | +$755.6K |
T TSLA | TESLA INC | 3.61% | $8.2M | 18,445 | $345.04 | $444.72 | +$2.3M |