Viewpoint Investment Partners Corp

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title: Paula Sexsmith - Chief Compliance Officer
Location: Calgary, Alberta, Canada
Holdings as of: June 30, 2025
Value $: $183M
Num holdings: 35
Date filed: 7/18/2025, 04:03 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included EMLC, TIP, HYG, VTI, and BRKB.
Previous filing: Q1 2025 - Apr 16, 2025
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
EMLC	19.5%	-4%	Vaneck Etf Trust	JP MRGAN EM LOC	-288K	-17%	-$7.31M	$35.7M	25.35	1.41M
TIP	19.2%	-20.2%	iShares Tr	TIPS BD ETF	-335K	-51.3%	-$36.9M	$35M	110.04	319K
HYG	15.3%	-3.48%	iShares tr	IBOXX HI YD ETF	-78.8K	-18.5%	-$6.36M	$28M	80.65	347K
VTI	4.91%	+2.05%	Vanguard Index fds	TOTAL STK MKT	+12.3K	+71.6%	+$3.74M	$8.97M	303.93	29.5K
BRKB	3.49%	+2.36%	Berkshire Hathaway Inc DEL	CL B NEW	+8.89K	+209.5%	+$4.32M	$6.38M	485.77	13.1K
MSFT	2.94%	+1.9%	Microsoft Corp	COM	+6.98K	+182.1%	+$3.47M	$5.38M	497.41	10.8K
XAR	2.81%	+1.86%	Spdr Series Trust	AEROSPACE DEF	+16.2K	+198.1%	+$3.41M	$5.13M	210.94	24.3K
JPM	2.79%	+1.6%	JPMorgan Chase & Co	COM	+10.1K	+134.7%	+$2.93M	$5.1M	289.91	17.6K
IHI	2.56%	+1.55%	iShares Tr	U.S. MED DVC ETF	+45.3K	+154.6%	+$2.84M	$4.67M	62.64	74.6K
COST	2.51%	+1.57%	Costco Whsl Corp New	COM	+2.9K	+166.8%	+$2.87M	$4.59M	989.94	4.64K
DGRW	2.18%	+1.37%	WisdomTree Tr	US QTLY DIV GRT	+30K	+170.9%	+$2.51M	$3.98M	83.74	47.5K
VOO	1.96%		Vanguard Index Fds	S&P 500 ETF SHS				$3.59M	568.03	6.32K
AOR	1.94%		iShares Tr	CORE 60/40 BALAN				$3.55M	61.57	57.6K
ABBV	1.77%	+1.13%	AbbVie Inc	COM	+11.2K	+178.6%	+$2.07M	$3.23M	185.62	17.4K
GLD	1.51%	+0.95%	SPDR Gold Tr	GOLD SHS	+5.68K	+168.1%	+$1.73M	$2.76M	304.83	9.05K
EUAD	1.46%	+0.88%	Spinnaker ETF Series	SELECT STOXX EUR	+37.2K	+149.6%	+$1.6M	$2.68M	43.15	62K
AAPL	1.25%	+0.63%	Apple Inc	COM	+5.58K	+99.7%	+$1.14M	$2.29M	205.17	11.2K
VEA	1.21%	+1.21%	Vanguard /Tax-Managed Fds	VAN FTSE DEV MKT	+38.8K	NEW	+$2.21M	$2.21M	57.01	38.8K
GOOGL	1.09%	+0.68%	Alphabet Inc	CAP STK CL A	+7.05K	+165.7%	+$1.24M	$1.99M	176.23	11.3K
NVDA	1.08%	+0.61%	NVIDIA Corporation	COM	+7.01K	+126.5%	+$1.11M	$1.98M	157.99	12.6K
LEMB	1.06%	-0.25%	iShares Inc	JP MORGAN EM ETF	-11.1K	-18.8%	-$448K	$1.94M	40.39	48K
CVX	1.04%	+0.79%	Chevron Corp NEW	COM	+10.1K	+327.4%	+$1.45M	$1.9M	143.19	13.2K
VGK	0.95%	+0.12%	Vanguard Intl Equity Index	FTSE EUROPE ETF	+2.8K	+14.3%	+$217K	$1.74M	77.50	22.4K
VWO	0.89%	+0.33%	Vanguard Intl Equity Index	FTSE EMR MKT ETF	+12.1K	+58%	+$600K	$1.63M	49.46	33K
VT	0.68%	+0.1%	Vanguard Intl Equity Index	TT WRLD ST ETF	+1.4K	+16.9%	+$180K	$1.25M	128.52	9.7K
BHP	0.6%	+0.41%	BHP Group Ltd	SPONSORED ADS	+15.7K	+224.7%	+$756K	$1.09M	48.09	22.7K
TSM	0.59%	+0.39%	Taiwan Semiconductor Mpg Ltd	SPONSORED ADS	+3.12K	+186.5%	+$706K	$1.08M	226.49	4.79K
VPL	0.57%	+0.12%	Vanguard Intl Equity Index	FTSE PACIFIC ETF	+2.75K	+27.9%	+$226K	$1.04M	82.18	12.6K
HACK	0.53%	+0.15%	Amplify ETF Trust	AMPLIFY CYBERSEC	+3.18K	+39.2%	+$275K	$976K	86.37	11.3K
MA	0.41%	+0.28%	Mastercard Incorporated	CL A	+925	+231.3%	+$520K	$745K	561.94	1.33K
BNDW	0.4%	+0.04%	Vanguard Scottsdale Fds	TOTAL WLD BD ETF	+1.05K	+10.9%	+$72.7K	$738K	69.33	10.6K
LBRDA	0.32%		Liberty Broadband Corp	COM SER A				$587K	97.82	6K
PG	0.2%	+0.2%	Procter and Gamble Co	COM	+2.26K	NEW	+$360K	$360K	159.32	2.26K
GOOG	0.19%	-0.03%	Alphabet Inc	CAP STK CL C	-345	-14.7%	-$61.2K	$355K	177.39	2K
TPL	0.12%		Texas Pacific Land Corporati	COM				$211K	1,056.39	200

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Paula Sexsmith	Chief Compliance Officer	Calgary, Alberta, Canada	7/18/2025