Global View Capital Management LLC

Q4 2025 13F-HR Holdings

Location
Waukesha, WI
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$536,502
Net value change ($000)
+65,713 (14.0%)
New positions
18
Sold out positions
17
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USFR 35,646 175.2%
DDM 15,823 96.7%
SSO 14,819 122.0%
QLD 12,519 10.9%
IVV 4,188 96.0%
PULS 4,061 183.3%
SPYM 4,007 8.3%
ILCV 2,678 NEW
XLI 2,427 NEW
XLF 2,238 1040.9%
Top Reduces (Value $000, Stocks/ETFs)
SGOL -14,627 -80.7%
IVW -4,630 -100.0%
HYG -2,743 -40.4%
IWY -2,743 -100.0%
XLC -1,779 -100.0%
MQQQ -1,569 -1.7%
XLY -1,522 -87.3%
XLU -1,505 -60.2%
AGG -1,286 -42.3%
IEF -1,275 -31.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type