account_balance
Investment manager · 13F filer · SEC CIK 2012181
Sunpointe, LLC
Reported value$328Mas of Sep 30, 2026
Positions243 24 new, 62 sold out
Top 10 weight30.7%NVDA alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.4%
VTIVanguard Index FDS
4.0%Trimmed −9%
AAPLApple Inc.
4.0%Trimmed −3%
VCRMVanguard Mun Bd FDS
2.7%Added +306%
MSFTMicrosoft Corp
2.6%Added +9%
ACIOETF Ser Solutions
2.2%Trimmed −10%
AVGOBroadcom Inc.
2.0%Trimmed −8%
FDGAmerican Centy ETF Tr
2.0%
CGCBCapital GRP Fixed Incm ETF T
1.8%Added +6%
ACLCAmerican Centy ETF Tr
1.8%
IVViShares Tr
1.7%
AMZNAmazon.com Inc
1.7%Trimmed −2%
NVDANVIDIA Corp
7.4%
VTIVanguard Index FDS
4.0%−9%
AAPLApple Inc.
4.0%Trimmed −3%
VCRMVanguard Mun Bd FDS
2.7%+306%
MSFTMicrosoft Corp
2.6%+9%
ACIOETF Ser Solutions
2.2%
AVGOBroadcom Inc.
2.0%
FDGAmerican Centy ETF Tr
2.0%
CGCBCapital GRP Fixed Incm ETF T
1.8%
ACLC
IVV1.7%
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.4% Held
VTI Vanguard Index FDS 4.0% Trimmed −9%
AAPL Apple Inc. 4.0% Trimmed −3%VCRM Vanguard Mun Bd FDS 2.7% Added +306%
MSFT Microsoft Corp 2.6% Added +9%ACIO ETF Ser Solutions 2.2% Trimmed −10%
AVGO Broadcom Inc. 2.0% Trimmed −8%FDG American Centy ETF Tr 2.0% Held
CGCB Capital GRP Fixed Incm ETF T 1.8% Added +6%
ACLC American Centy ETF Tr 1.8% Held
IVV iShares Tr 1.7% Held
AMZN Amazon.com Inc 1.7% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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