Third View Private Wealth, LLC
Sector Allocation
- Technology36.9%$298.9M
- Other12.0%$97.5M
- Financials11.9%$96.6M
- Consumer Discretionary9.5%$76.8M
- Industrials6.7%$54.4M
- Healthcare6.6%$53.2M
- Consumer Staples4.0%$32.8M
- Communication Services3.9%$31.9M
- Materials2.8%$22.5M
- Energy2.6%$21.4M
AUM History
13fpro.ai/research/fund/third-view-private-wealth-llc-2083406
Conviction and streaks
Concentrating · top 10 = 36.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$59.6MAMZN
$30.6MMSFT
$30.0MGOOGL
$29.7M- ISHARES$29.6M
META
$26.3MTSLA
$26.1MGOOG
$22.6MAAPL
$22.1MV
$20.9MSPY
$17.8M- VANGUARD$17.1M
BA
$14.0MNFLX
$13.4MORCL
$12.0MADI
$11.4MMNST
$10.6MXOM.R34088
$9.1MWMB
$9.0MVRTX
$8.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/third-view-private-wealth-llc-2083406
Third View Private Wealth, LLC 13F holdings — Q2 2026
$814.1M portfolio (+11.5% QoQ) · 291 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
Includes $3.3M of put/call options ($3.3M puts, $16K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $810.8M. Weights use the stock portfolio.
$59.6M
7.3% of stocks
+14%This quarter+9.9%Since filed3+ qtrsHeld$30.6M
3.8% of stocks
+2%This quarter+7.7%Since filed3+ qtrsHeld$30.0M
3.7% of stocks
+17%This quarter+36.9%Since filed3+ qtrsHeld$29.7M
3.7% of stocks
+1%This quarter-3.8%Since filed3+ qtrsHeld- 5
ISHARES TR - 20 YR TR BD ETF
$29.6M
3.6% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $26.3M
3.2% of stocks
+3%This quarter+6.2%Since filed3+ qtrsHeld$26.1M
3.2% of stocks
-0.1%This quarter+26.6%Since filed3+ qtrsHeld$22.6M
2.8% of stocks
+4%This quarter-3.8%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$22.1M
2.7% of stocks
+9%This quarter+2.1%Since filed3+ qtrsHeld$20.9M
2.6% of stocks
+2%This quarter+11.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Third View Private Wealth, LLC (Q2 2026)
291 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $17.8M | 2.2% | 24K | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $17.1M | 2.1% | 199K | +525% | — | — | 13F |
| 13 | BOEING CO | Industrials | $14.0M | 1.7% | 65K | +0.8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NETFLIX INC | Communication Services | $13.4M | 1.6% | 187K | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ORACLE CORP | Technology | $12.0M | 1.5% | 82K | +1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ANALOG DEVICES INC | Technology | $11.4M | 1.4% | 29K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Monster Beverage Corp | Consumer Staples | $10.6M | 1.3% | 110K | +0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $9.1M | 1.1% | 67K | +25% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | WILLIAMS COMPANIES, INC. | Energy | $9.0M | 1.1% | 121K | +0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $8.9M | 1.1% | 18K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $8.1M | 1.0% | 25K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SHOPIFY INC. | Technology | $8.0M | 1.0% | 70K | -0.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $7.9M | 1.0% | 21K | -22% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walt Disney Co | Communication Services | $6.9M | 0.8% | 72K | -6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $6.6M | 0.8% | 14K | +32% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $APO | Apollo Global Management, Inc. | Financials | $6.4M | 0.8% | 54K | +2% | |||
| 27 | $VMC | Vulcan Materials CO | Materials | $6.3M | 0.8% | 21K | -0.9% | |||
| 28 | $APD | Air Products & Chemicals, Inc. | Materials | $5.6M | 0.7% | 19K | -6% | |||
| 29 | $KO | COCA COLA CO | Consumer Staples | $5.4M | 0.7% | 66K | +3% | |||
| 30 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $5.3M | 0.7% | 32K | +21% | |||
| 31 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.1M | 0.6% | 17K | -40% | |||
| 32 | $BX | Blackstone Inc. | Financials | $5.0M | 0.6% | 43K | +18% | |||
| 33 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $5.0M | 0.6% | 8,027 | +3% | |||
| 34 | $ADSK | Autodesk, Inc. | Technology | $4.8M | 0.6% | 25K | +0.6% | |||
| 35 | $UL | UNILEVER PLC | Consumer Staples | $4.8M | 0.6% | 80K | +16% | |||
| 36 | $UNP | UNION PACIFIC CORP | Industrials | $4.5M | 0.6% | 17K | -5% | |||
| 37 | $PSA | Public Storage | Real Estate | $4.4M | 0.6% | 14K | -4% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.4M | 0.6% | 17K | -3% | |||
| 39 | $LIN | LINDE PLC | Materials | $4.4M | 0.5% | 8,456 | -5% | |||
| 40 | $BDX | BECTON DICKINSON & CO | Healthcare | $4.0M | 0.5% | 26K | -2% | |||
| 41 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $4.0M | 0.5% | 39K | -4% | |||
| 42 | $OTIS | Otis Worldwide Corp | Industrials | $4.0M | 0.5% | 56K | +128% | |||
| 43 | $CRM | Salesforce, Inc. | Technology | $4.0M | 0.5% | 25K | -5% | |||
| 44 | $CVS | CVS HEALTH Corp | Healthcare | $3.9M | 0.5% | 38K | -3% | |||
| 45 | $HLN | Haleon plc | Consumer Staples | $3.8M | 0.5% | 412K | +14% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 0.5% | 7,673 | +53% | |||
| 47 | $CCZ | COMCAST CORP | Communication Services | $3.8M | 0.5% | 156K | +9% | |||
| 48 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.7M | 0.5% | 17K | -4% | |||
| 49 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $3.7M | 0.5% | 23K | -5% | |||
| 50 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.6M | 0.5% | 7,251 | -4% | |||
| 51 | $SRE | SEMPRA | Utilities | $3.6M | 0.5% | 39K | -7% | |||
| 52 | $NVS | NOVARTIS AG | Healthcare | $3.6M | 0.4% | 23K | -4% | |||
| 53 | $NVO | NOVO NORDISK A S | Healthcare | $3.6M | 0.4% | 74K | -8% | |||
| 54 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $3.6M | 0.4% | 11K | -8% | |||
| 55 | $MET | METLIFE INC | Financials | $3.6M | 0.4% | 42K | -6% | |||
| 56 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $3.5M | 0.4% | 21K | -6% | |||
| 57 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $3.5M | 0.4% | 17K | -6% | |||
| 58 | $DE | DEERE & CO | Industrials | $3.4M | 0.4% | 5,400 | -5% | |||
| 59 | $TDG | TransDigm Group INC | Industrials | $3.4M | 0.4% | 2,564 | +2% | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $3.4M | 0.4% | 11K | — | |||
| 61 | $HEI.A | HEICO CORP | Industrials | $3.3M | 0.4% | 13K | -9% | |||
| 62 | $WM | WASTE MANAGEMENT INC | Utilities | $3.2M | 0.4% | 14K | -5% | |||
| 63 | $AZN | ASTRAZENECA PLC | Healthcare | $3.1M | 0.4% | 16K | -10% | |||
| 64 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.1M | 0.4% | 12K | -7% | |||
| 65 | $TMUS | T-Mobile US, Inc. | Communication Services | $3.0M | 0.4% | 18K | -5% | |||
| 66 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $3.0M | 0.4% | 17K | -0.6% | |||
| 67 | $SEIC | SEI INVESTMENTS CO | Financials | $3.0M | 0.4% | 34K | -6% | |||
| 68 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $3.0M | 0.4% | 7,509 | -0.6% | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.9M | 0.3% | 8,111 | -7% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.9M | 0.3% | 3,050 | +8% | |||
| 71 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $2.8M | 0.3% | 66K | -14% | |||
| 72 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.8M | 0.3% | 4,028 | +71% | |||
| 73 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $2.7M | 0.3% | 8,132 | -18% | |||
| 74 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.7M | 0.3% | 18K | -7% | |||
| 75 | $KKR | KKR & Co. Inc. | Financials | $2.6M | 0.3% | 29K | +5% | |||
| 76 | — | PIMCO ETF TR - 0-5 HIGH YIELD | — | $2.6M | 0.3% | 28K | New | |||
| 77 | $TEL | TE Connectivity plc | Technology | $2.5M | 0.3% | 13K | -6% | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.5M | 0.3% | 8,995 | +1% | |||
| 79 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.5M | 0.3% | 3,302 | +77% | |||
| 80 | $KLAC | KLA CORP | Technology | $2.5M | 0.3% | 8,180 | +1153% | |||
| 81 | $YUM | YUM BRANDS INC | Consumer Discretionary | $2.4M | 0.3% | 15K | -6% | |||
| 82 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $2.4M | 0.3% | 11K | -6% | |||
| 83 | $RTX | RTX Corp | Industrials | $2.4M | 0.3% | 13K | +6% | |||
| 84 | $LLY | ELI LILLY & Co | Healthcare | $2.3M | 0.3% | 1,938 | +55% | |||
| 85 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $2.3M | — | 3,100 | New | |||
| 86 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.3M | 0.3% | 25K | -17% | |||
| 87 | $MRVL | Marvell Technology, Inc. | Technology | $2.2M | 0.3% | 7,490 | +26% | |||
| 88 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $2.2M | 0.3% | 3,861 | -3% | |||
| 89 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.2M | 0.3% | 19K | -3% | |||
| 90 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.2M | 0.3% | 13K | New | |||
| 91 | $MU | MICRON TECHNOLOGY INC | Technology | $2.1M | 0.3% | 1,838 | New | |||
| 92 | $XYZ | Block, Inc. | Technology | $2.1M | 0.3% | 28K | -6% | |||
| 93 | $MKL | MARKEL GROUP INC. | Financials | $2.0M | 0.3% | 1,019 | -14% | |||
| 94 | $CBRE | CBRE GROUP, INC. | Real Estate | $1.9M | 0.2% | 14K | -3% | |||
| 95 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.8M | 0.2% | 29K | +17% | |||
| 96 | $MA | Mastercard Inc | Financials | $1.6M | 0.2% | 3,139 | +3% | |||
| 97 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.2% | 28K | +5% | |||
| 98 | $PCG | PG&E Corp | Utilities | $1.6M | 0.2% | 96K | -6% | |||
| 99 | $PANW | Palo Alto Networks Inc | Technology | $1.6M | 0.2% | 4,621 | +44% | |||
| 100 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.6M | 0.2% | 17K | +5% | |||
| 101 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 0.2% | 2,677 | New | |||
| 102 | $PLTR | Palantir Technologies Inc. | Technology | $1.5M | 0.2% | 13K | +20% | |||
| 103 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.4M | 0.2% | 1,862 | +1% | |||
| 104 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $1.4M | 0.2% | 26K | New | |||
| 105 | $MSCI | MSCI Inc. | Financials | $1.3M | 0.2% | 2,406 | -6% | |||
| 106 | $ILMN | ILLUMINA, INC. | Healthcare | $1.3M | 0.2% | 7,598 | -37% | |||
| 107 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $1.3M | 0.2% | 5,766 | -5% | |||
| 108 | $ENTG | ENTEGRIS INC | Materials | $1.3M | 0.2% | 7,264 | -13% | |||
| 109 | $AJG | Arthur J. Gallagher & Co. | Financials | $1.3M | 0.2% | 5,650 | -0.7% | |||
| 110 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.3M | 0.2% | 3,502 | +6% | |||
| 111 | $BIPC | Brookfield Infrastructure Corp | Energy | $1.3M | 0.2% | 33K | -21% | |||
| 112 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.3M | 0.2% | 5,693 | -53% | |||
| 113 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.2M | 0.1% | 5,619 | New | |||
| 114 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $1.2M | 0.1% | 16K | New | |||
| 115 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.2M | 0.1% | 29K | -1% | |||
| 116 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.2M | 0.1% | 9,970 | -9% | |||
| 117 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.1M | 0.1% | 18K | -51% | |||
| 118 | $URI | UNITED RENTALS, INC. | Industrials | $1.1M | 0.1% | 990 | +14% | |||
| 119 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.1% | 1,524 | +11% | |||
| 120 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.1% | 7,206 | +0.3% | |||
| 121 | $SYF | Synchrony Financial | Financials | $1.1M | 0.1% | 14K | -2% | |||
| 122 | $BRO | BROWN & BROWN, INC. | Financials | $1.1M | 0.1% | 17K | -25% | |||
| 123 | $PH | Parker-Hannifin Corp | Industrials | $1.1M | 0.1% | 1,108 | -14% | |||
| 124 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.1% | 4,300 | +41% | |||
| 125 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.1% | 9,461 | +5% | |||
| 126 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $1.1M | 0.1% | 2,302 | -9% | |||
| 127 | $LPLA | LPL Financial Holdings Inc. | Financials | $1.1M | 0.1% | 3,732 | -20% | |||
| 128 | $H | Hyatt Hotels Corp | Consumer Discretionary | $1.0M | 0.1% | 5,386 | -8% | |||
| 129 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 4,870 | New | |||
| 130 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $1.0M | 0.1% | 10K | +0.0% | |||
| 131 | $WDAY | Workday, Inc. | Technology | $1.0M | 0.1% | 8,352 | -4% | |||
| 132 | $ASML | ASML HOLDING NV | Technology | $1.0M | 0.1% | 506 | +71% | |||
| 133 | $VEEV | VEEVA SYSTEMS INC | Technology | $987K | 0.1% | 5,561 | -8% | |||
| 134 | $AAPL PUT | Apple Inc. | Technology | $984K | — | 3,400 | New | |||
| 135 | $SNOW | Snowflake Inc. | Technology | $984K | 0.1% | 3,865 | +0.6% | |||
| 136 | — | ISHARES TR - CORE US AGGBD ET | — | $978K | 0.1% | 9,883 | New | |||
| 137 | $GS | GOLDMAN SACHS GROUP INC | Financials | $978K | 0.1% | 967 | +112% | |||
| 138 | — | ISHARES TR - CORE S&P MCP ETF | — | $953K | 0.1% | 12K | -18% | |||
| 139 | $GD | GENERAL DYNAMICS CORP | Industrials | $906K | 0.1% | 2,558 | +26% | |||
| 140 | $FWONA | Liberty Media Corp | Communication Services | $895K | 0.1% | 9,405 | -13% | |||
| 141 | $LEN | LENNAR CORP /NEW/ | Industrials | $891K | 0.1% | 9,844 | -24% | |||
| 142 | $CTVA | Corteva, Inc. | Consumer Staples | $882K | 0.1% | 10K | -5% | |||
| 143 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $873K | 0.1% | 1,658 | -8% | |||
| 144 | $STX | Seagate Technology Holdings plc | Technology | $872K | 0.1% | 904 | +12% | |||
| 145 | $AXP | AMERICAN EXPRESS CO | Financials | $864K | 0.1% | 2,555 | +13% | |||
| 146 | $GEV | GE Vernova Inc. | Industrials | $851K | 0.1% | 724 | New | |||
| 147 | — | ISHARES TR - CORE S&P500 ETF | — | $831K | 0.1% | 1,109 | -1% | |||
| 148 | $C | CITIGROUP INC | Financials | $816K | 0.1% | 5,828 | +12% | |||
| 149 | $BAM | Brookfield Asset Management Ltd. | Financials | $786K | 0.1% | 18K | +12% | |||
| 150 | $MCO | MOODYS CORP /DE/ | Financials | $766K | 0.1% | 1,691 | +46% |
What changed in Q2 2026
Against the previous quarter's 13F: 47 new, 84 added to, 145 trimmed, 25 sold out. Share-count changes; largest moves by dollar size first.
New positions (47)
- PIMCO ETF TR - 0-5 HIGH YIELD$2.6M
first bought this quarter
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.2Mfirst bought this quarter
$MUMICRON TECHNOLOGY INC$2.1M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$1.6M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA I IN TE ETF$1.4M
first bought this quarter
+41 more in the Excel export
Added to (84)
- VANGUARD INDEX FDS - GROWTH ETF+525%
now $17.1M
now $59.6M · held 3+ qtrs, 2 adds in a row
now $30.0M · held 3+ qtrs, 2 adds in a row
$KLACKLA CORP+1153%
now $2.5M · held 3+ qtrs
$OTISOtis Worldwide Corp+128%
now $4.0M · held 2 qtrs, 2 adds in a row
now $22.1M · held 3+ qtrs
+78 more in the Excel export
Trimmed (145)
$QCOMQUALCOMM INC/DE-89%
now $467K
$TXNTEXAS INSTRUMENTS INC-40%
now $5.1M · held 3+ qtrs
$AVGOBroadcom Inc.-22%
now $7.9M · held 3+ qtrs
$LHXL3HARRIS TECHNOLOGIES, INC. /DE/-86%
now $318K
$HONHONEYWELL INTERNATIONAL INC-53%
now $1.3M · held 3+ qtrs
$UNHUNITEDHEALTH GROUP INC-73%
now $535K · held 3+ qtrs
+139 more in the Excel export
Holdings by quarter
Every 13F Third View Private Wealth, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Third View Private Wealth?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Third View Private Wealth's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+10.3%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Third View Private Wealth, LLC disclosed 291 positions worth $814.1M in its Form 13F-HR for Q2 2026 — $810.8M in common stock plus $3.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 7.3% of the equity portfolio, followed by $AMZN and $MSFT. During the quarter the fund opened 47 new positions and exited 25 and a full exit from $DTB. The portfolio is most concentrated in Technology (36.9% of disclosed assets). All figures are sourced directly from Third View Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2083406.
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