Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sunpointe, LLC (CIK 2012181) reported $305.3M across 266 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($18.6M, 6.09%), VTI ($13.6M, 4.46%), AAPL ($11.0M, 3.60%), ACIO ($7.3M, 2.40%), AVGO ($7.2M, 2.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $18.6M | 6.09% | 106,626 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $13.6M | 4.46% | 42,443 | Added |
| 3 | AAPL | APPLE INC | $11.0M | 3.60% | 43,311 | Added |
| 4 | ACIO | ETF SER SOLUTIONS | $7.3M | 2.40% | 174,551 | Added |
| 5 | AVGO | BROADCOM INC | $7.2M | 2.37% | 23,348 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $5.9M | 1.93% | 15,878 | Trimmed |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | $5.9M | 1.93% | 224,099 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $5.8M | 1.90% | 26,934 | Added |
| 9 | FDG | AMERICAN CENTY ETF TR | $5.6M | 1.84% | 49,334 | Hold |
| 10 | MOAT | VANECK ETF TRUST | $5.1M | 1.67% | 52,649 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.1M | 1.66% | 24,357 | Trimmed |
| 12 | ESGA | AMERICAN CENTY ETF TR | $5.0M | 1.65% | 68,305 | Hold |
| 13 | GOOGL | ALPHABET INC | $4.8M | 1.57% | 16,625 | Added |
| 14 | MID | AMERICAN CENTY ETF TR | $4.4M | 1.44% | 71,745 | Trimmed |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.41% | 6 | Hold |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 1.38% | 21,894 | Trimmed |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.0M | 1.31% | 72,079 | Added |
| 18 | FLV | AMERICAN CENTY ETF TR | $3.8M | 1.25% | 49,825 | Hold |
| 19 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.24% | 15,530 | Trimmed |
| 20 | QINT | AMERICAN CENTY ETF TR | $3.7M | 1.22% | 56,844 | Hold |
| 21 | VOO | VANGUARD INDEX FDS | $3.7M | 1.20% | 6,129 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.13% | 60,746 | Added |
| 23 | WMT | WALMART INC | $3.3M | 1.09% | 26,768 | Trimmed |
| 24 | IVV | ISHARES TR | $3.3M | 1.09% | 5,074 | Added |
| 25 | GOOG | ALPHABET INC | $3.3M | 1.08% | 11,512 | Added |
Source: SEC Form 13F filings · as of 2026-03-31