# EDGAR Filing Document

**Accession Number:** 0001906223
**File Stem:** 0001398344-25-019500
**Filing Date:** 2025-10
**Character Count:** 18207
**Document Hash:** d3e0e1d89f9c7bf50e8ba2e5228fccd9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-019500.hdr.sgml**: 20251022

**ACCESSION NUMBER**: 0001398344-25-019500

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251022

**DATE AS OF CHANGE**: 20251021

**EFFECTIVENESS DATE**: 20251022

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Viewpoint Capital Management LLC
- **CENTRAL INDEX KEY:** 0001906223

**ORGANIZATION NAME:**
- **EIN:** 453028971
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22028
- **FILM NUMBER:** 251408253

**BUSINESS ADDRESS:**
- **STREET 1:** 1421 34TH AVENUE, SUITE 214
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98122
- **BUSINESS PHONE:** 206-219-1455

**MAIL ADDRESS:**
- **STREET 1:** 1421 34TH AVENUE, SUITE 214
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98122

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Viewpoint Capital Management LLC<br>**Address:** 1421 34TH AVENUE SUITE 214<br>SEATTLE, WA 98122

**Form 13F File Number:** 028-22028

**CRD Number (if applicable):** 000158899

**SEC File Number (if applicable):** 801-117685

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan P Sawyer<br>**Title:** Owner and Manager Viewpoint Capital Management LLC<br>**Phone:** 206-219-1410

**Signature, Place, and Date of Signing:**

/s/ Ryan P Sawyer  Seattle, WA  10-20-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 150

**Form 13F Information Table Value Total:** $227155302

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 767217 | 14242 | SH |  | SOLE |  | 0 | 0 | 14242 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 271493 | 4100 | SH |  | SOLE |  | 0 | 0 | 4100 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 |  | 439425 | 14175 | SH |  | SOLE |  | 0 | 0 | 14175 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 294249 | 3031 | SH |  | SOLE |  | 0 | 0 | 3031 |
| APPLE INC | COM | 037833100 |  | 3550377 | 13943 | SH |  | SOLE |  | 0 | 0 | 13943 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 2134184 | 39966 | SH |  | SOLE |  | 0 | 0 | 39966 |
| ISHARES INC | MSCI HONG KG ETF | 464286871 |  | 134494 | 6241 | SH |  | SOLE |  | 0 | 0 | 6241 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1393310 | 9805 | SH |  | SOLE |  | 0 | 0 | 9805 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2649730 | 14290 | SH |  | SOLE |  | 0 | 0 | 14290 |
| MICROSOFT CORP | COM | 594918104 |  | 7085925 | 13681 | SH |  | SOLE |  | 0 | 0 | 13681 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 |  | 80 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 18914F103 |  | 91800 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1449586 | 26755 | SH |  | SOLE |  | 0 | 0 | 26755 |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 |  | 3090560 | 75123 | SH |  | SOLE |  | 0 | 0 | 75123 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2503829 | 2705 | SH |  | SOLE |  | 0 | 0 | 2705 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1059562 | 23972 | SH |  | SOLE |  | 0 | 0 | 23972 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 403869 | 2010 | SH |  | SOLE |  | 0 | 0 | 2010 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 1837830 | 12730 | SH |  | SOLE |  | 0 | 0 | 12730 |
| BANK AMERICA CORP | COM | 060505104 |  | 8556924 | 165864 | SH |  | SOLE |  | 0 | 0 | 165864 |
| ISHARES INC | MSCI NETHERL ETF | 464286814 |  | 360938 | 6222 | SH |  | SOLE |  | 0 | 0 | 6222 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 381987 | 2094 | SH |  | SOLE |  | 0 | 0 | 2094 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 3990 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 228696 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | 25459W847 |  | 1167192 | 25800 | SH |  | SOLE |  | 0 | 0 | 25800 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1403850 | 12451 | SH |  | SOLE |  | 0 | 0 | 12451 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 5377 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 177774 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| DISNEY WALT CO | COM | 254687106 |  | 465099 | 4062 | SH |  | SOLE |  | 0 | 0 | 4062 |
| 3M CO | COM | 88579Y101 |  | 643066 | 4144 | SH |  | SOLE |  | 0 | 0 | 4144 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2644 | 9 | SH |  | SOLE |  | 0 | 0 | 9 |
| ISHARES INC | MSCI SWEDEN ETF | 464286756 |  | 268049 | 5679 | SH |  | SOLE |  | 0 | 0 | 5679 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1550932 | 23478 | SH |  | SOLE |  | 0 | 0 | 23478 |
| GENERAL MLS INC | COM | 370334104 |  | 472133 | 9364 | SH |  | SOLE |  | 0 | 0 | 9364 |
| SPDR SERIES TRUST | S REGL BKG | 78464A698 |  | 507033 | 8010 | SH |  | SOLE |  | 0 | 0 | 8010 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 8202845 | 46394 | SH |  | SOLE |  | 0 | 0 | 46394 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 26674 | 580 | SH |  | SOLE |  | 0 | 0 | 580 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2099237 | 6655 | SH |  | SOLE |  | 0 | 0 | 6655 |
| HOME DEPOT INC | COM | 437076102 |  | 2773931 | 6846 | SH |  | SOLE |  | 0 | 0 | 6846 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 919532 | 15346 | SH |  | SOLE |  | 0 | 0 | 15346 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 854460 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 3003533 | 19548 | SH |  | SOLE |  | 0 | 0 | 19548 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 5992 | 113 | SH |  | SOLE |  | 0 | 0 | 113 |
| CLOROX CO DEL | COM | 189054109 |  | 1197617 | 9713 | SH |  | SOLE |  | 0 | 0 | 9713 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 3203961 | 40794 | SH |  | SOLE |  | 0 | 0 | 40794 |
| PEPSICO INC | COM | 713448108 |  | 2241473 | 15960 | SH |  | SOLE |  | 0 | 0 | 15960 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 3189 | 28 | SH |  | SOLE |  | 0 | 0 | 28 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 477350 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 32 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| CITIGROUP INC | COM NEW | 172967424 |  | 6242250 | 61500 | SH |  | SOLE |  | 0 | 0 | 61500 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 17991 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| GE AEROSPACE | COM NEW | 369604301 |  | 4783129 | 15900 | SH |  | SOLE |  | 0 | 0 | 15900 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 281480 | 377 | SH |  | SOLE |  | 0 | 0 | 377 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 |  | 4654971 | 110806 | SH |  | SOLE |  | 0 | 0 | 110806 |
| ISHARES TR | USD INV GRDE ETF | 464288620 |  | 5065 | 97 | SH |  | SOLE |  | 0 | 0 | 97 |
| SPDR SERIES TRUST | S HOMEBUILD | 78464A888 |  | 6507173 | 58729 | SH |  | SOLE |  | 0 | 0 | 58729 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 5465 | 117 | SH |  | SOLE |  | 0 | 0 | 117 |
| KB HOME | COM | 48666K109 |  | 316291 | 4970 | SH |  | SOLE |  | 0 | 0 | 4970 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11746529 | 62957 | SH |  | SOLE |  | 0 | 0 | 62957 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 206394 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 |  | 16048 | 160 | SH |  | SOLE |  | 0 | 0 | 160 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 1159121 | 8299 | SH |  | SOLE |  | 0 | 0 | 8299 |
| DEERE  CO | COM | 244199105 |  | 313680 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2657989 | 10453 | SH |  | SOLE |  | 0 | 0 | 10453 |
| ABBVIE INC | COM | 00287Y109 |  | 707818 | 3057 | SH |  | SOLE |  | 0 | 0 | 3057 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 124859 | 2470 | SH |  | SOLE |  | 0 | 0 | 2470 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 589000 | 8094 | SH |  | SOLE |  | 0 | 0 | 8094 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 10649 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 225400 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 301880 | 675 | SH |  | SOLE |  | 0 | 0 | 675 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2400898 | 3999 | SH |  | SOLE |  | 0 | 0 | 3999 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2163 | 21 | SH |  | SOLE |  | 0 | 0 | 21 |
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 |  | 494632 | 6221 | SH |  | SOLE |  | 0 | 0 | 6221 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 10032 | 104 | SH |  | SOLE |  | 0 | 0 | 104 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 222569 | 1790 | SH |  | SOLE |  | 0 | 0 | 1790 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 1128748 | 16570 | SH |  | SOLE |  | 0 | 0 | 16570 |
| ISHARES TR | CORE S ETF | 464287200 |  | 12047 | 18 | SH |  | SOLE |  | 0 | 0 | 18 |
| ISHARES TR | US REGNL BKS ETF | 464288778 |  | 382944 | 7290 | SH |  | SOLE |  | 0 | 0 | 7290 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 228550 | 810 | SH |  | SOLE |  | 0 | 0 | 810 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11993462 | 19585 | SH |  | SOLE |  | 0 | 0 | 19585 |
| ISHARES TR | MSCI EURO FL ETF | 464289180 |  | 4362592 | 127041 | SH |  | SOLE |  | 0 | 0 | 127041 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 423669 | 5282 | SH |  | SOLE |  | 0 | 0 | 5282 |
| ISHARES INC | MSCI GERMANY ETF | 464286806 |  | 1796761 | 43181 | SH |  | SOLE |  | 0 | 0 | 43181 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 34281 | 235 | SH |  | SOLE |  | 0 | 0 | 235 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1500528 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1434986 | 31818 | SH |  | SOLE |  | 0 | 0 | 31818 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 9225 | 136 | SH |  | SOLE |  | 0 | 0 | 136 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2270044 | 9321 | SH |  | SOLE |  | 0 | 0 | 9321 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 55359 | 1314 | SH |  | SOLE |  | 0 | 0 | 1314 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 18649 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| CORNING INC | COM | 219350105 |  | 213278 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| NETFLIX INC | COM | 64110L106 |  | 228994 | 191 | SH |  | SOLE |  | 0 | 0 | 191 |
| ISHARES TR | MBS ETF | 464288588 |  | 10181 | 107 | SH |  | SOLE |  | 0 | 0 | 107 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2156567 | 23097 | SH |  | SOLE |  | 0 | 0 | 23097 |
| ST JOE CO | COM | 790148100 |  | 414840 | 8384 | SH |  | SOLE |  | 0 | 0 | 8384 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3359205 | 28269 | SH |  | SOLE |  | 0 | 0 | 28269 |
| SPDR SERIES TRUST | S BK ETF | 78464A797 |  | 16341 | 275 | SH |  | SOLE |  | 0 | 0 | 275 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 |  | 792382 | 10284 | SH |  | SOLE |  | 0 | 0 | 10284 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 212698 | 4840 | SH |  | SOLE |  | 0 | 0 | 4840 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 5501717 | 38595 | SH |  | SOLE |  | 0 | 0 | 38595 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 69962 | 213 | SH |  | SOLE |  | 0 | 0 | 213 |
| ISHARES TR | S 100 ETF | 464287101 |  | 3661 | 11 | SH |  | SOLE |  | 0 | 0 | 11 |
| MERCK  CO INC | COM | 58933Y105 |  | 299707 | 3571 | SH |  | SOLE |  | 0 | 0 | 3571 |
| ORACLE CORP | COM | 68389X105 |  | 4704020 | 16726 | SH |  | SOLE |  | 0 | 0 | 16726 |
| EMERSON ELEC CO | COM | 291011104 |  | 488646 | 3725 | SH |  | SOLE |  | 0 | 0 | 3725 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1197954 | 4928 | SH |  | SOLE |  | 0 | 0 | 4928 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 5339 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| DIREXION SHS ETF TR | DAILY GOOGL 2X S | 25461A841 |  | 442050 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| BAUSCH HEALTH COS INC | COM | 071734107 |  | 115455 | 17900 | SH |  | SOLE |  | 0 | 0 | 17900 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 205757 | 1850 | SH |  | SOLE |  | 0 | 0 | 1850 |
| ISHARES INC | MSCI STH AFR ETF | 464286780 |  | 34614 | 540 | SH |  | SOLE |  | 0 | 0 | 540 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 7681 | 142 | SH |  | SOLE |  | 0 | 0 | 142 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 734140 | 7100 | SH |  | SOLE |  | 0 | 0 | 7100 |
| STARBUCKS CORP | COM | 855244109 |  | 284764 | 3366 | SH |  | SOLE |  | 0 | 0 | 3366 |
| AMBEV SA | SPONSORED ADR | 02319V103 |  | 36349 | 16300 | SH |  | SOLE |  | 0 | 0 | 16300 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1890670 | 11894 | SH |  | SOLE |  | 0 | 0 | 11894 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2626234 | 10854 | SH |  | SOLE |  | 0 | 0 | 10854 |
| TESLA INC | COM | 88160R101 |  | 8202972 | 18445 | SH |  | SOLE |  | 0 | 0 | 18445 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 260873 | 2920 | SH |  | SOLE |  | 0 | 0 | 2920 |
| SANA BIOTECHNOLOGY INC | COM | 799566104 |  | 83585 | 23545 | SH |  | SOLE |  | 0 | 0 | 23545 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 222827 | 2582 | SH |  | SOLE |  | 0 | 0 | 2582 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 8813 | 73 | SH |  | SOLE |  | 0 | 0 | 73 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 96190 | 2856 | SH |  | SOLE |  | 0 | 0 | 2856 |
| AMAZON COM INC | COM | 023135106 |  | 27059513 | 123239 | SH |  | SOLE |  | 0 | 0 | 123239 |
| ISHARES INC | MSCI AUST ETF | 464286103 |  | 229365 | 8495 | SH |  | SOLE |  | 0 | 0 | 8495 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 381 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 133365 | 2550 | SH |  | SOLE |  | 0 | 0 | 2550 |
| COCA COLA CO | COM | 191216100 |  | 371657 | 5604 | SH |  | SOLE |  | 0 | 0 | 5604 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 971331 | 14735 | SH |  | SOLE |  | 0 | 0 | 14735 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 7641 | 37 | SH |  | SOLE |  | 0 | 0 | 37 |
| NIO INC | SPON ADS | 62914V106 |  | 228600 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 674332 | 1406 | SH |  | SOLE |  | 0 | 0 | 1406 |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | 389638107 |  | 239890 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 159719 | 1217 | SH |  | SOLE |  | 0 | 0 | 1217 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 |  | 1002000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 902265 | 1133 | SH |  | SOLE |  | 0 | 0 | 1133 |
| PORCH GROUP INC | COM | 733245104 |  | 3522122 | 209900 | SH |  | SOLE |  | 0 | 0 | 209900 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 572621 | 1139 | SH |  | SOLE |  | 0 | 0 | 1139 |
| GE VERNOVA INC | COM | 36828A101 |  | 2457180 | 3996 | SH |  | SOLE |  | 0 | 0 | 3996 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 319923 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 169564 | 362 | SH |  | SOLE |  | 0 | 0 | 362 |
| ISHARES TR | INDIA 50 ETF | 464289529 |  | 305655 | 6005 | SH |  | SOLE |  | 0 | 0 | 6005 |
| CATERPILLAR INC | COM | 149123101 |  | 6090820 | 12765 | SH |  | SOLE |  | 0 | 0 | 12765 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 1174 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 365330 | 3729 | SH |  | SOLE |  | 0 | 0 | 3729 |
| WATERS CORP | COM | 941848103 |  | 244345 | 815 | SH |  | SOLE |  | 0 | 0 | 815 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 348314 | 4638 | SH |  | SOLE |  | 0 | 0 | 4638 |
| AT INC | COM | 00206R102 |  | 1345915 | 47660 | SH |  | SOLE |  | 0 | 0 | 47660 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 4897 | 25 | SH |  | SOLE |  | 0 | 0 | 25 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1463597 | 2197 | SH |  | SOLE |  | 0 | 0 | 2197 |
| ISHARES TR | MRNING SM CP ETF | 464288703 |  | 3016969 | 45274 | SH |  | SOLE |  | 0 | 0 | 45274 |

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