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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
ADPAutomatic Data Processing IncStock10,707$2.75M0.4%––History
CVSCVS Health CorpStock34,895$2.77M0.4%––History
SEICSEI Investments CoCOM34,229$2.81M0.4%––History
HDHome Depot, Inc.Stock8,194$2.82M0.4%––History
NOCNorthrop Grumman CorpStock5,063$2.89M0.4%––History
TELTE Connectivity plcStock12,928$2.94M0.4%––History
AZNAstraZeneca PLCSPONSORED ADR32,091$2.95M0.4%––History
LHXL3HARRIS Technologies, Inc.Stock10,166$2.98M0.4%––History
RTXRTX CorpStock16,625$3.05M0.4%––History
NVSNovartis AGADR22,384$3.09M0.4%––History
AVBAvalonbay Communities IncCOM17,171$3.11M0.4%––History
KKRKKR & Co. Inc.COM24,523$3.13M0.4%––History
WMWaste Management IncStock14,267$3.13M0.4%––History
SBUXStarbucks CorpStock37,229$3.14M0.4%––History
PSAPublic StorageCOM12,506$3.25M0.4%––History
TRVTravelers Companies, Inc.Stock11,217$3.25M0.4%––History
TDGTransDigm Group INCCOM2,451$3.26M0.4%––History
BNBROOKFIELD CorpCL A LTD VT SH72,090$3.31M0.4%––History
METMetlife IncStock42,030$3.32M0.4%––History
EXPDExpeditors International of Washington IncCOM22,296$3.32M0.4%––History
SRESempraStock38,334$3.38M0.5%––History
HEI.AHeico CorpCL A13,426$3.39M0.5%––History
HLTHilton Worldwide Holdings Inc.COM11,866$3.41M0.5%––History
HLNHaleon plcADR342,380$3.46M0.5%––History
JNJJohnson & JohnsonStock16,911$3.50M0.5%––History
TMUST-Mobile US, Inc.Stock17,525$3.56M0.5%––History
NVONovo Nordisk A SADR70,075$3.57M0.5%––History
LINLinde PLCStock8,424$3.59M0.5%––History
ENBEnbridge IncStock77,173$3.69M0.5%––History
QCOMQualcomm IncStock22,285$3.81M0.5%––History
UNPUnion Pacific CorpStock16,731$3.87M0.5%––History
APOApollo Global Management, Inc.COM26,971$3.90M0.5%––History
TMOThermo Fisher Scientific Inc.Stock7,001$4.06M0.5%––History
CMCSAComcast CorpStock136,357$4.08M0.5%––History
ISRGIntuitive Surgical IncCOM NEW7,223$4.09M0.6%––History
COFCapital One Financial CorpStock17,417$4.22M0.6%––History
ULUnilever PLCSPON ADR NEW65,026$4.25M0.6%––History
KOCoca Cola CoStock61,291$4.28M0.6%––History
TXNTexas Instruments IncStock26,226$4.55M0.6%––History
BDXBecton Dickinson & CoStock25,724$4.99M0.7%––History
APDAir Products & Chemicals, Inc.Stock21,125$5.22M0.7%––History
REGNRegeneron Pharmaceuticals, Inc.COM7,149$5.52M0.7%––History
WMBWilliams Companies, Inc.COM95,974$5.77M0.8%––History
VMCVulcan Materials COCOM20,714$5.91M0.8%––History
CRMSalesforce, Inc.Stock25,090$6.65M0.9%––History
ADSKAutodesk, Inc.COM23,045$6.82M0.9%––History
VRTXVertex Pharmaceuticals IncStock15,717$7.13M1.0%––History
XOMExxonMobil Holdings CorpCOM60,227$7.25M1.0%––History
JPMJPMorgan Chase & CoStock23,348$7.52M1.0%––History
ADIAnalog Devices IncStock28,578$7.75M1.0%––History
MNSTMonster Beverage CorpCOM102,897$7.89M1.1%––History
DISWalt Disney CoStock71,720$8.16M1.1%––History
AVGOBroadcom Inc.Stock26,075$9.02M1.2%––History
SHOPShopify Inc.Stock65,871$10.6M1.4%––History
BABoeing CoStock57,838$12.6M1.7%––History
Vanguard Morningstar Growth ETF922908736ETF28,068$13.7M1.8%–––
NFLXNetflix IncStock173,253$16.2M2.2%––History
SPYSPDR S&P 500 ETF TrustETF23,973$16.3M2.2%––History
ORCLOracle CorpStock84,627$16.5M2.2%––History
GOOGAlphabet Inc.Stock58,238$18.3M2.5%––History
AAPLApple Inc.Stock70,217$19.1M2.6%––History
VVisa Inc.Stock56,485$19.8M2.7%––History
GOOGLAlphabet Inc.Stock77,524$24.3M3.3%––History
TSLATesla, Inc.Stock57,728$26.0M3.5%––History
iShares Tr46428743220 YR TR BD ETF310,412$27.1M3.6%–––
AMZNAmazon Com IncStock117,443$27.1M3.6%––History
METAMeta Platforms, Inc.Stock42,099$27.8M3.7%––History
MSFTMicrosoft CorpStock62,309$30.1M4.1%––History
NVDANVIDIA CorpStock247,756$46.2M6.2%––History