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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
PGRProgressive CorpStock2,235$509.0K0.1%––History
SPDR Series Trust78464A383ST STR BACKE ETF22,837$511.9K0.1%–––
BABAAlibaba Group Holding LtdADR3,556$521.2K0.1%––History
ATOAtmos Energy CorpCOM3,178$532.7K0.1%––History
WATWaters CorpCOM1,407$534.4K0.1%––History
WCNWaste Connections, Inc.COM3,087$541.3K0.1%––History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS34,501$547.2K0.1%––History
AMEAmetek IncCOM2,787$572.2K0.1%––History
iShares U.S. Treasury Bond ETF46429B267ETF25,574$588.8K0.1%–––
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF12,658$593.2K0.1%–––
ADBEAdobe Inc.Stock1,716$600.6K0.1%––History
BLKBlackRock, Inc.Stock594$635.8K0.1%––History
URIUnited Rentals, Inc.COM798$645.8K0.1%––History
BEPCBrookfield Renewable CorpCL A EX SUB VTG16,851$646.1K0.1%––History
CLSCelestica IncStock2,186$646.2K0.1%––History
iShares Tr464287689RUSSELL 3000 ETF1,690$653.8K0.1%–––
CRWDCrowdStrike Holdings, Inc.Stock1,405$658.6K0.1%––History
ACGLArch Capital Group Ltd.Stock6,896$661.5K0.1%––History
AIGAmerican International Group, Inc.Stock7,771$664.8K0.1%––History
MRKMerck & Co., Inc.Stock6,419$675.7K0.1%––History
ABBVAbbVie Inc.Stock2,975$679.8K0.1%––History
GDGeneral Dynamics CorpStock2,039$686.3K0.1%––History
FASTFastenal CoStock17,393$698.0K0.1%––History
CSCOCisco Systems, Inc.Stock9,083$699.7K0.1%––History
YUMCYum China Holdings, Inc.COM14,894$711.1K0.1%––History
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR11,409$720.8K0.1%–––
CTVACorteva, Inc.Stock10,770$721.9K0.1%––History
iShares Core S&P 500 ETF464287200ETF1,099$752.7K0.1%–––
ENTGEntegris IncCOM9,041$761.7K0.1%––History
AXPAmerican Express CoStock2,072$766.4K0.1%––History
HHyatt Hotels CorpCOM CL A4,791$768.1K0.1%––History
FNDFloor & Decor Holdings, Inc.CL A12,849$782.4K0.1%––History
SONYSony Group CorpSPONSORED ADR30,830$789.2K0.1%––History
CCCCCC Intelligent Solutions Holdings Inc.COM99,677$792.4K0.1%––History
KLACKLA CorpCOM NEW653$793.4K0.1%––History
ARESAres Management CorpCL A COM STK5,281$853.6K0.1%––History
SNOWSnowflake Inc.Stock4,017$881.2K0.1%––History
FWONKLiberty Media CorpCOM LBTY ONE S C9,008$887.4K0.1%––History
Fidelity Comwlth Tr315912808NASDAQ COMPSIT10,000$914.0K0.1%–––
DPZDominos Pizza IncCOM2,286$952.9K0.1%––History
TYLTyler Technologies IncCOM2,127$965.6K0.1%––History
EQTEQT CorpStock18,268$979.2K0.1%––History
Invesco QQQ Trust Series I46090E103ETF1,718$1.06M0.1%–––
TJXTJX Companies IncStock6,901$1.06M0.1%––History
LPLALPL Financial Holdings Inc.COM3,028$1.08M0.1%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF3,278$1.10M0.1%–––
DEODiageo PLCSPON ADR NEW12,873$1.11M0.1%––History
iShares Core S&P Mid-Cap ETF464287507ETF16,986$1.12M0.2%–––
WMTWalmart Inc.Stock10,167$1.13M0.2%––History
Vanguard S&P 500 ETF922908363ETF1,812$1.14M0.2%–––
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,910$1.19M0.2%––History
ROPRoper Technologies IncStock2,706$1.20M0.2%––History
IDXXIDEXX Laboratories IncCOM1,782$1.21M0.2%––History
LLYEli Lilly & CoStock1,126$1.21M0.2%––History
BKNGBooking Holdings Inc.Stock235$1.26M0.2%––History
MSCIMSCI Inc.Stock2,208$1.27M0.2%––History
AJGArthur J. Gallagher & Co.COM4,899$1.27M0.2%––History
VEEVVeeva Systems IncStock5,680$1.27M0.2%––History
LENLennar CorpCL A12,344$1.27M0.2%––History
AMPAmeriprise Financial IncCOM2,598$1.27M0.2%––History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF14,158$1.29M0.2%–––
SYFSynchrony FinancialCOM15,827$1.32M0.2%––History
PLTRPalantir Technologies Inc.Stock7,479$1.33M0.2%––History
BXBlackstone Inc.COM8,811$1.36M0.2%––History
PHParker-Hannifin CorpStock1,555$1.37M0.2%––History
BACBank of America CorpStock25,227$1.39M0.2%––History
FICOFair Isaac CorpCOM839$1.42M0.2%––History
UNHUnitedHealth Group IncStock4,336$1.43M0.2%––History
PCGPG&E CorpStock90,599$1.46M0.2%––History
CSGPCostar Group, Inc.COM21,836$1.47M0.2%––History
BROBrown & Brown, Inc.Stock19,865$1.58M0.2%––History
DTEDte Energy CoCOM12,345$1.59M0.2%––History
PYPLPayPal Holdings, Inc.Stock27,400$1.60M0.2%––History
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF28,411$1.61M0.2%–––
FDSFactset Research Systems IncStock5,641$1.64M0.2%––History
MAMastercard IncStock2,954$1.69M0.2%––History
ODFLOld Dominion Freight Line, Inc.COM10,923$1.71M0.2%––History
NKENIKE, Inc.Stock27,309$1.74M0.2%––History
WDAYWorkday, Inc.CL A8,135$1.75M0.2%––History
BIPCBrookfield Infrastructure CorpCOM SUB VTG A39,667$1.80M0.2%––History
XYZBlock, Inc.CL A27,847$1.81M0.2%––History
CPRTCopart IncCOM52,167$2.04M0.3%––History
Invesco Nasdaq 100 ETF46138G649ETF8,100$2.05M0.3%–––
LYVLive Nation Entertainment, Inc.COM14,596$2.08M0.3%––History
CBRECbre Group, Inc.CL A13,091$2.10M0.3%––History
ILMNIllumina, Inc.COM16,207$2.13M0.3%––History
YUMYum Brands IncStock15,123$2.29M0.3%––History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF21,623$2.31M0.3%–––
MLMMartin Marietta Materials IncCOM3,887$2.42M0.3%––History
COSTCostco Wholesale CorpStock2,811$2.42M0.3%––History
MKLMarkel Group Inc.COM1,156$2.48M0.3%––History
BRK.BBerkshire Hathaway IncStock4,950$2.49M0.3%––History
DEDeere & CoStock5,379$2.50M0.3%––History
FCXFreeport-McMoran IncStock49,842$2.53M0.3%––History
MRSHMarsh & McLennan Companies, Inc.Stock13,775$2.56M0.3%––History
IBMInternational Business Machines CorpStock8,766$2.60M0.3%––History
ORLYO Reilly Automotive IncStock28,645$2.61M0.4%––History
PNCPNC Financial Services Group, Inc.Stock12,600$2.63M0.4%––History
PGProcter & Gamble CoStock18,467$2.65M0.4%––History
AMTAmerican Tower CorpREIT15,248$2.68M0.4%––History