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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
HMRHeidmar Maritime Holdings Corp.COM10,000$7.83K<0.1%––History
SANBanco Santander, S.A.ADR10,095$118.4K<0.1%––History
UWMCUWM Holdings CorpCOM CL A30,025$131.5K<0.1%––History
ELSEquity Lifestyle Properties IncCOM3,371$204.3K<0.1%––History
LFUSLittelfuse IncCOM810$204.9K<0.1%––History
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF4,379$205.5K<0.1%–––
GLDSPDR Gold TrustETF522$206.9K<0.1%––History
SCHWSchwab Charles CorpStock2,073$207.1K<0.1%––History
SAPSAP SEADR856$207.9K<0.1%––History
NOVTNovanta IncCOM1,766$210.1K<0.1%––History
LUVSouthwest Airlines CoCOM5,326$220.1K<0.1%––History
HONHoneywell International IncCOM1,151$224.5K<0.1%––History
Capital Group Dividend Value14020W106SHS CREAT UNIT5,168$225.5K<0.1%–––
FDXFedEx CorpStock788$227.6K<0.1%––History
PMPhilip Morris International Inc.Stock1,440$231.0K<0.1%––History
AAONAaon, Inc.COM PAR $0.0043,069$234.0K<0.1%––History
COPConocoPhillipsStock2,501$234.1K<0.1%––History
MCKMcKesson CorpStock286$234.6K<0.1%––History
VCYTVeracyte, Inc.COM5,583$235.0K<0.1%––History
HAYWHayward Holdings, Inc.COM15,310$236.5K<0.1%––History
GGGGraco IncCOM2,888$236.7K<0.1%––History
AZZAzz IncCOM2,220$237.9K<0.1%––History
LLYVKLiberty Live Holdings, Inc.COM SHS SER C2,912$242.2K<0.1%––History
PLDPrologis, Inc.REIT1,996$254.8K<0.1%––History
BLBlackline, Inc.COM4,766$263.5K<0.1%––History
HLIOHelios Technologies, Inc.COM5,030$269.1K<0.1%––History
NEENextera Energy IncStock3,355$269.3K<0.1%––History
OSKOshkosh CorpCOM2,172$272.9K<0.1%––History
Dimensional U.S. Targeted Value ETF25434V609ETF4,638$276.1K<0.1%–––
CFRCullen/Frost Bankers, Inc.COM2,182$276.3K<0.1%––History
FROGJFrog LtdStock4,429$276.6K<0.1%––History
AMSFAmerisafe IncCOM7,303$280.5K<0.1%––History
iShares Tr464287721U.S. TECH ETF1,419$283.3K<0.1%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,459$289.7K<0.1%–––
ARHSArhaus, Inc.COM CL A25,843$289.7K<0.1%––History
SPDR Series Trust78464A664ST LON TREAS ETF10,976$290.5K<0.1%–––
TOSTToast, Inc.Stock8,436$299.6K<0.1%––History
MUMicron Technology IncStock1,050$299.7K<0.1%––History
EXPOExponent IncCOM4,411$306.4K<0.1%––History
GTLBGitlab Inc.CLASS A COM8,186$307.2K<0.1%––History
VZVerizon Communications IncStock7,808$318.0K<0.1%––History
MCHPMicrochip Technology IncStock4,993$318.2K<0.1%––History
LOWLowes Companies IncStock1,324$319.4K<0.1%––History
GKOSGLAUKOS CorpCOM2,830$319.5K<0.1%––History
AWKAmerican Water Works Company, Inc.Stock2,537$331.1K<0.1%––History
ASMLASML Holding NVADR310$331.7K<0.1%––History
TTETotalEnergies SEACT5,073$331.9K<0.1%––History
MDTMedtronic plcStock3,462$332.6K<0.1%––History
SPGIS&P Global Inc.Stock640$334.5K<0.1%––History
ATECAlphatec Holdings, Inc.COM NEW15,921$335.0K<0.1%––History
WisdomTree Tr97717X669US QTLY DIV GRT3,759$336.2K<0.1%–––
VRSKVerisk Analytics, Inc.COM1,506$336.9K<0.1%––History
AMATApplied Materials IncStock1,312$337.2K<0.1%––History
ATSATS CorpCOM12,264$337.8K<0.1%––History
RPMRPM International IncCOM3,291$342.3K<0.1%––History
CTRACoterra Energy Inc.Stock13,086$344.4K<0.1%––History
GSGoldman Sachs Group IncStock394$346.3K<0.1%––History
FIBKFirst Interstate Bancsystem IncCOM10,044$347.5K<0.1%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF6,358$348.2K<0.1%–––
WRBBerkley W R CorpCOM5,043$353.6K<0.1%––History
CDNSCadence Design Systems IncStock1,143$357.3K<0.1%––History
GMGeneral Motors CoCOM4,408$358.5K<0.1%––History
WFCWells Fargo & CompanyStock3,852$359.0K<0.1%––History
SPDR Series Trust78464A201ST STR SP600GRWO3,919$369.1K<0.1%–––
iShares Tr46434V4070-5YR HI YL CP8,727$374.1K0.1%–––
RYANRyan Specialty Holdings, Inc.CL A7,251$374.4K0.1%––History
PCORProcore Technologies, Inc.COM5,180$376.8K0.1%––History
INTUIntuit Inc.Stock570$377.9K0.1%––History
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF4,160$378.4K0.1%–––
XELXcel Energy IncStock5,154$380.7K0.1%––History
Vanguard High Dividend Yield Index ETF921946406ETF2,658$381.5K0.1%–––
ACNAccenture plcStock1,435$385.0K0.1%––History
CWANClearwater Analytics Holdings, Inc.CL A16,142$389.3K0.1%––History
ALCAlcon IncStock4,941$389.4K0.1%––History
PFEPfizer IncStock16,009$398.6K0.1%––History
ROSTRoss Stores, Inc.COM2,214$398.9K0.1%––History
EWEdwards Lifesciences CorpStock4,682$399.1K0.1%––History
TDYTeledyne Technologies IncCOM784$400.4K0.1%––History
FWONALiberty Media CorpCOM LBTY ONE S A4,599$411.1K0.1%––History
Dimensional ETF Trust25434V724US MKTWIDE VALUE8,864$413.0K0.1%–––
APPFAppfolio IncCOM CL A1,799$418.5K0.1%––History
iShares Tr464288760US AER DEF ETF2,000$429.4K0.1%–––
SNPSSynopsys IncCOM926$435.0K0.1%––History
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF5,176$438.1K0.1%–––
KMIKinder Morgan, Inc.Stock16,004$439.9K0.1%––History
SKYXSKYX Platforms Corp.COM203,000$440.5K0.1%––History
UBERUber Technologies, IncStock5,401$441.3K0.1%––History
DHRDanaher CorpStock1,931$442.1K0.1%––History
IBITiShares Bitcoin Trust ETFETF9,034$448.5K0.1%––History
ECLEcolab Inc.Stock1,724$452.6K0.1%––History
USBUS Bancorp DECOM NEW8,672$462.7K0.1%––History
CCitigroup IncStock4,077$475.7K0.1%––History
AMGNAmgen IncStock1,474$482.5K0.1%––History
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS9,215$482.8K0.1%––History
American Centy ETF Tr025072307US QUALITY GROW4,226$484.0K0.1%–––
PRMPerimeter Solutions, Inc.COMMON STOCK17,643$485.7K0.1%––History
MCOMoodys CorpStock951$485.8K0.1%––History
MRVLMarvell Technology, Inc.COM5,757$489.2K0.1%––History
SPDR Series Trust78464A821ST STR SP400GRW5,303$490.2K0.1%–––
PANWPalo Alto Networks IncStock2,678$493.3K0.1%––History