Global View Capital Management LLC

RIA/Wealth

Global View Capital Management LLC is a RIA/Wealth based in Waukesha, WI led by Dina Louise Fliss, reporting $708.0M in AUM as of Q3 2025 with 89% ETF concentration, 70% concentrated in top 10 holdings, 30% allocation to QLD, and minimal technology exposure.

PresidentDina Louise Fliss

Portfolio Value: $379.4M
Positions: 135
Top Holding: QLD at 30.15%
Last Reported: Q3 2025

AddressN14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188, United States

Top Holdings

Largest long holdings in Global View Capital Management LLC's portfolio (69.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 ProShares Ultra QQQ QLD	ETF ETF	$114.4M	30.15%	+$2.4M Bought	— 833.8K shares	Q4 2024 Held for 11 months
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$48.1M	12.69%	+$636.0K Bought	— 614.4K shares	Q4 2024 Held for 11 months
3 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$20.3M	5.36%	-$20.4M Sold	— 404.8K shares	Q4 2024 Held for 11 months
4 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$18.6M	4.90%	+$15.1M Bought	— 75.3K shares	Q4 2024 Held for 11 months
5 SGOL abrdn Physical Gold Shares SGOL	Unknown Unknown	$18.1M	4.78%	+$15.9M Bought	— 492.7K shares	Q4 2024 Held for 11 months
6 ProShares Ultra Dow30 DDM	ETF ETF	$16.4M	4.31%	+$3.9M Bought	— 152.6K shares	Q4 2024 Held for 11 months
7 ProShares Ultra S&P 500 SSO	ETF ETF	$12.1M	3.20%	-$781.0K Sold	— 108.3K shares	Q4 2024 Held for 11 months
8 iShares iBoxx High Yield Corporate Bond HYG	ETF ETF	$6.8M	1.79%	+$666.3K Bought	— 83.7K shares	Q4 2024 Held for 11 months
9 iShares S&P 500 Growth ETF IVW	ETF ETF	$4.6M	1.22%	+$4.6M Bought	— 38.4K shares	Q3 2025 Held for 2 months
10 US Treasury 3 Month Bill ETF TBIL	ETF ETF	$4.4M	1.17%	-$361.4K Sold	— 88.9K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Global View Capital Management LLC's latest filing

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GthenC

Market Value

$379.4M

Prior: $312.8M

Q/Q Change

+21.29%

+$66.6M

Net Flows % of MV

+7.0%

Turnover Ratio

16.58%

New Purchases

19 stocks

$13.5M

Added To

78 stocks

+$56.5M

Sold Out Of

11 stocks

$16.8M

Reduced Holdings

26 stocks

-$26.6M

Increased Positions

Position	Shares Δ	Change
1 iShares Russell Top 200 Growth IWY	New	0 → 10.0K +$2.7M
2 PULS PGIM Ultra Short Bond PULS	New	0 → 44.4K +$2.2M
3 XLY Consumer Discretionary Select Sector SPDR Fund XLY	New	0 → 7.3K +$1.7M
4 Invesco Senior Loan BKLN	New	0 → 53.8K +$1.1M
5 Invesco Global Clean Energy PBD	New	0 → 56.2K +$847.1K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Pure Growth RPG	Sold	203.0K → 0 −$9.3M
2 Industrial Select Sector SPDR Fund XLI	Sold	16.3K → 0 −$2.4M
3 Global X Uranium URA	Sold	27.0K → 0 −$1.0M
4 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	Sold	10.9K → 0 −$1.0M
5 PPLT abrdn Physical Platinum Shares PPLT	Sold	7.5K → 0 −$922.0K