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Global View Capital Management LLC 13F Filings, Portfolio & Analysis

CIK: 0001994495
Waukesha N14 W23833 Stone Ridge Dr - Suite 350
Zip Code: 53188
Latest Portfolio Value
$484.42 M
+28.60%
Total Holdings
146
6
Latest Report Date
Q2 2026
Top 10 Concentration
72.09%

Global View Capital Management LLC — Portfolio Overview & Company Profile

Global View Capital Management LLC (CIK: 0001994495) is a financial institution headquartered at N14 W23833 Stone Ridge Dr - Suite 350, , Waukesha, Wisconsin 53188. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $484.42 M, comprising 146 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 72.1%. Quarterly turnover: 26.6%. ▲ 33 new, +51 added, −61 reduced, ×27 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+28.66%
$484.18 M 99.95%
Options
$0 0.00%
Debt
$0 0.00%
Other
-35.50%
$244,046 0.05%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
592,523 $145.51 M 30.04% ▲ 164,143 Add 38.3%
503,700 $48.74 M 10.06% ▼ 147,926 Reduce -22.7%
120,688 $36.56 M 7.55% ▲ 115,031 Add 2033.4%
346,778 $30.47 M 6.29% ▼ 52,111 Reduce -13.1%
453,517 $22.83 M 4.71% ▼ 923,972 Reduce -67.1%
524,023 $20.03 M 4.14% ▼ 135,529 Reduce -20.6%
254,774 $16.7 M 3.45% ▲ 254,774 New Buy
162,652 $10.96 M 2.26% ▲ 9,640 Add 6.3%
218,240 $10.87 M 2.24% ▲ 178,063 Add 443.2%
94,336 $6.34 M 1.31% ▲ 15,219 Add 19.2%

Historical Portfolio Charts