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Third View Private Wealth, LLC

SEC CIK
0002083406
Latest filing
Jul 27, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only.

Institution overview
Positions
269
No filing for Q3 2025
Portfolio value
$742.9M
No filing for Q3 2025
Filed
Jan 23, 2026
SEC

Third View Private Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Third View Private Wealth, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock247,756$46.2M6.2%––History
MSFTMicrosoft CorpStock62,309$30.1M4.1%––History
METAMeta Platforms, Inc.Stock42,099$27.8M3.7%––History
AMZNAmazon Com IncStock117,443$27.1M3.6%––History
iShares Tr46428743220 YR TR BD ETF310,412$27.1M3.6%–––
TSLATesla, Inc.Stock57,728$26.0M3.5%––History
GOOGLAlphabet Inc.Stock77,524$24.3M3.3%––History
VVisa Inc.Stock56,485$19.8M2.7%––History
AAPLApple Inc.Stock70,217$19.1M2.6%––History
GOOGAlphabet Inc.Stock58,238$18.3M2.5%––History
ORCLOracle CorpStock84,627$16.5M2.2%––History
SPYSPDR S&P 500 ETF TrustETF23,973$16.3M2.2%––History
NFLXNetflix IncStock173,253$16.2M2.2%––History
Vanguard Morningstar Growth ETF922908736ETF28,068$13.7M1.8%–––
BABoeing CoStock57,838$12.6M1.7%––History
SHOPShopify Inc.Stock65,871$10.6M1.4%––History
AVGOBroadcom Inc.Stock26,075$9.02M1.2%––History
DISWalt Disney CoStock71,720$8.16M1.1%––History
MNSTMonster Beverage CorpCOM102,897$7.89M1.1%––History
ADIAnalog Devices IncStock28,578$7.75M1.0%––History
JPMJPMorgan Chase & CoStock23,348$7.52M1.0%––History
XOMExxonMobil Holdings CorpCOM60,227$7.25M1.0%––History
VRTXVertex Pharmaceuticals IncStock15,717$7.13M1.0%––History
ADSKAutodesk, Inc.COM23,045$6.82M0.9%––History
CRMSalesforce, Inc.Stock25,090$6.65M0.9%––History
VMCVulcan Materials COCOM20,714$5.91M0.8%––History
WMBWilliams Companies, Inc.COM95,974$5.77M0.8%––History
REGNRegeneron Pharmaceuticals, Inc.COM7,149$5.52M0.7%––History
APDAir Products & Chemicals, Inc.Stock21,125$5.22M0.7%––History
BDXBecton Dickinson & CoStock25,724$4.99M0.7%––History
TXNTexas Instruments IncStock26,226$4.55M0.6%––History
KOCoca Cola CoStock61,291$4.28M0.6%––History
ULUnilever PLCSPON ADR NEW65,026$4.25M0.6%––History
COFCapital One Financial CorpStock17,417$4.22M0.6%––History
ISRGIntuitive Surgical IncCOM NEW7,223$4.09M0.6%––History
CMCSAComcast CorpStock136,357$4.08M0.5%––History
TMOThermo Fisher Scientific Inc.Stock7,001$4.06M0.5%––History
APOApollo Global Management, Inc.COM26,971$3.90M0.5%––History
UNPUnion Pacific CorpStock16,731$3.87M0.5%––History
QCOMQualcomm IncStock22,285$3.81M0.5%––History
ENBEnbridge IncStock77,173$3.69M0.5%––History
LINLinde PLCStock8,424$3.59M0.5%––History
NVONovo Nordisk A SADR70,075$3.57M0.5%––History
TMUST-Mobile US, Inc.Stock17,525$3.56M0.5%––History
JNJJohnson & JohnsonStock16,911$3.50M0.5%––History
HLNHaleon plcADR342,380$3.46M0.5%––History
HLTHilton Worldwide Holdings Inc.COM11,866$3.41M0.5%––History
HEI.AHeico CorpCL A13,426$3.39M0.5%––History
SRESempraStock38,334$3.38M0.5%––History
EXPDExpeditors International of Washington IncCOM22,296$3.32M0.4%––History
METMetlife IncStock42,030$3.32M0.4%––History
BNBROOKFIELD CorpCL A LTD VT SH72,090$3.31M0.4%––History
TDGTransDigm Group INCCOM2,451$3.26M0.4%––History
TRVTravelers Companies, Inc.Stock11,217$3.25M0.4%––History
PSAPublic StorageCOM12,506$3.25M0.4%––History
SBUXStarbucks CorpStock37,229$3.14M0.4%––History
WMWaste Management IncStock14,267$3.13M0.4%––History
KKRKKR & Co. Inc.COM24,523$3.13M0.4%––History
AVBAvalonbay Communities IncCOM17,171$3.11M0.4%––History
NVSNovartis AGADR22,384$3.09M0.4%––History
RTXRTX CorpStock16,625$3.05M0.4%––History
LHXL3HARRIS Technologies, Inc.Stock10,166$2.98M0.4%––History
AZNAstraZeneca PLCSPONSORED ADR32,091$2.95M0.4%––History
TELTE Connectivity plcStock12,928$2.94M0.4%––History
NOCNorthrop Grumman CorpStock5,063$2.89M0.4%––History
HDHome Depot, Inc.Stock8,194$2.82M0.4%––History
SEICSEI Investments CoCOM34,229$2.81M0.4%––History
CVSCVS Health CorpStock34,895$2.77M0.4%––History
ADPAutomatic Data Processing IncStock10,707$2.75M0.4%––History
AMTAmerican Tower CorpREIT15,248$2.68M0.4%––History
PGProcter & Gamble CoStock18,467$2.65M0.4%––History
PNCPNC Financial Services Group, Inc.Stock12,600$2.63M0.4%––History
ORLYO Reilly Automotive IncStock28,645$2.61M0.4%––History
IBMInternational Business Machines CorpStock8,766$2.60M0.3%––History
MRSHMarsh & McLennan Companies, Inc.Stock13,775$2.56M0.3%––History
FCXFreeport-McMoran IncStock49,842$2.53M0.3%––History
DEDeere & CoStock5,379$2.50M0.3%––History
BRK.BBerkshire Hathaway IncStock4,950$2.49M0.3%––History
MKLMarkel Group Inc.COM1,156$2.48M0.3%––History
COSTCostco Wholesale CorpStock2,811$2.42M0.3%––History
MLMMartin Marietta Materials IncCOM3,887$2.42M0.3%––History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF21,623$2.31M0.3%–––
YUMYum Brands IncStock15,123$2.29M0.3%––History
ILMNIllumina, Inc.COM16,207$2.13M0.3%––History
CBRECbre Group, Inc.CL A13,091$2.10M0.3%––History
LYVLive Nation Entertainment, Inc.COM14,596$2.08M0.3%––History
Invesco Nasdaq 100 ETF46138G649ETF8,100$2.05M0.3%–––
CPRTCopart IncCOM52,167$2.04M0.3%––History
XYZBlock, Inc.CL A27,847$1.81M0.2%––History
BIPCBrookfield Infrastructure CorpCOM SUB VTG A39,667$1.80M0.2%––History
WDAYWorkday, Inc.CL A8,135$1.75M0.2%––History
NKENIKE, Inc.Stock27,309$1.74M0.2%––History
ODFLOld Dominion Freight Line, Inc.COM10,923$1.71M0.2%––History
MAMastercard IncStock2,954$1.69M0.2%––History
FDSFactset Research Systems IncStock5,641$1.64M0.2%––History
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF28,411$1.61M0.2%–––
PYPLPayPal Holdings, Inc.Stock27,400$1.60M0.2%––History
DTEDte Energy CoCOM12,345$1.59M0.2%––History
BROBrown & Brown, Inc.Stock19,865$1.58M0.2%––History
CSGPCostar Group, Inc.COM21,836$1.47M0.2%––History