Third View Private Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2083406
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$814.1M
incl. option notional
Equity Holdings
ⓘ$810.8M
Option Notional
ⓘ$3.3M
$3.3M puts / $15,666 calls
Holdings
291
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (37.7% 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.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$SPYPUT$2M notional
$AAPLPUT$984K notional
$CRMCALL$16K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$59.6M297,826 sh - 68.7#301
Quality
$30.6M128,447 sh - 79.8#31
Quality
$30.0M80,393 sh - 78.2
Quality
$29.7M83,154 sh ISHARES TR - 20 YR TR BD ETF
—Quality
$29.6M342,677 sh- 79.6
Quality
$26.3M46,684 sh - 53.9
Quality
$26.1M62,104 sh - 78.2
Quality
$22.6M63,827 sh - 76.4
Quality
$22.1M76,464 sh - 82.9
Quality
$20.9M60,991 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $59.6M | 297,826 |
 AMAZON COM INC$AMZN | 68.7#301 | $30.6M | 128,447 |
 MICROSOFT CORP$MSFT | 79.8#31 | $30.0M | 80,393 |
 Alphabet Inc.$GOOG | 78.2 | $29.7M | 83,154 |
| ISHARES TR - 20 YR TR BD ETF | — | $29.6M | 342,677 |
 Meta Platforms, Inc.$META | 79.6 | $26.3M | 46,684 |
 Tesla, Inc.$TSLA | 53.9 | $26.1M | 62,104 |
 Alphabet Inc.$GOOGL | 78.2 | $22.6M | 63,827 |
 Apple Inc.$AAPL | 76.4 | $22.1M | 76,464 |
 VISA INC.$V | 82.9 | $20.9M | 60,991 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Third View Private Wealth, LLC's 291 positions.
Showing top 10 of 291 holdings.
Sector Allocation
Technology
$305.6M
Other
$97.5M
Financials
$96.6M
Industrials
$79.0M
Consumer Discretionary
$54.8M
Healthcare
$47.8M
Communication Services
$31.9M
Materials
$27.3M
Full Holdings — Third View Private Wealth, LLC (Q2 2026)
All 291 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $59.6M | 7.3% | +14% | 85.9 |
| 2 | $AMZN | AMAZON COM INC | $30.6M | 3.8% | +2% | 68.7 |
| 3 | $MSFT | MICROSOFT CORP | $30.0M | 3.7% | +17% | 79.8 |
| 4 | $GOOG | Alphabet Inc. | $29.7M | 3.7% | +1% | 78.2 |
| 5 | — | ISHARES TR - 20 YR TR BD ETF | $29.6M | 3.6% | +0% | — |
| 6 | $META | Meta Platforms, Inc. | $26.3M | 3.2% | +3% | 79.6 |
| 7 | $TSLA | Tesla, Inc. | $26.1M | 3.2% | -0% | 53.9 |
| 8 | $GOOGL | Alphabet Inc. | $22.6M | 2.8% | +4% | 78.2 |
| 9 | $AAPL | Apple Inc. | $22.1M | 2.7% | +9% | 76.4 |
| 10 | $V | VISA INC. | $20.9M | 2.6% | +2% | 82.9 |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $17.8M | 2.2% | -2% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $17.1M | 2.1% | +525% | — |
| 13 |  $BA | BOEING CO | $14.0M | 1.7% | +1% | 61.6 |
| 14 |  $NFLX | NETFLIX INC | $13.4M | 1.6% | +0% | 78.8 |
| 15 |  $ORCL | ORACLE CORP | $12.0M | 1.5% | +1% | 66.2 |
| 16 |  $ADI | ANALOG DEVICES INC | $11.4M | 1.4% | -0% | 79.2 |
| 17 |  $MNST | Monster Beverage Corp | $10.6M | 1.3% | +0% | 71.3 |
| 18 |  $XOM.R34088 | EXXON MOBIL CORP | $9.1M | 1.1% | +25% | 57.9 |
| 19 |  $WMB | WILLIAMS COMPANIES, INC. | $9.0M | 1.1% | +0% | 64.3 |
| 20 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $8.9M | 1.1% | +6% | 75.4 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $8.1M | 1.0% | +2% | 70.7 |
| 22 |  $SHOP | SHOPIFY INC. | $8.0M | 1.0% | -1% | 64.9 |
| 23 |  $AVGO | Broadcom Inc. | $7.9M | 1.0% | -22% | 84.5 |
| 24 |  $DIS | Walt Disney Co | $6.9M | 0.8% | -6% | 60.1 |
| 25 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.6M | 0.8% | +32% | — |
| 26 |  $APO | Apollo Global Management, Inc. | $6.4M | 0.8% | +2% | 52.1 |
| 27 |  $VMC | Vulcan Materials CO | $6.3M | 0.8% | -1% | 63.5 |
| 28 |  $APD | Air Products & Chemicals, Inc. | $5.6M | 0.7% | -6% | 46.4 |
| 29 |  $KO | COCA COLA CO | $5.4M | 0.7% | +3% | 69.5 |
| 30 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $5.3M | 0.7% | +21% | 66.2 |
| 31 |  $TXN | TEXAS INSTRUMENTS INC | $5.1M | 0.6% | -40% | 73.4 |
| 32 |  $BX | Blackstone Inc. | $5.0M | 0.6% | +18% | 74.4 |
| 33 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $5.0M | 0.6% | +3% | 71 |
| 34 |  $ADSK | Autodesk, Inc. | $4.8M | 0.6% | +1% | 78.6 |
| 35 |  $UL | UNILEVER PLC | $4.8M | 0.6% | +16% | — |
| 36 |  $UNP | UNION PACIFIC CORP | $4.5M | 0.6% | -5% | 69.7 |
| 37 |  $PSA | Public Storage | $4.4M | 0.6% | -4% | 69.1 |
| 38 |  $JNJ | JOHNSON & JOHNSON | $4.4M | 0.6% | -3% | 69 |
| 39 |  $LIN | LINDE PLC | $4.4M | 0.5% | -5% | — |
| 40 |  $BDX | BECTON DICKINSON & CO | $4.0M | 0.5% | -2% | 59 |
| 41 |  $SBUX | STARBUCKS CORP | $4.0M | 0.5% | -4% | 58.2 |
| 42 |  $OTIS | Otis Worldwide Corp | $4.0M | 0.5% | +128% | 61.3 |
| 43 |  $CRM | Salesforce, Inc. | $4.0M | 0.5% | -5% | 77 |
| 44 |  $CVS | CVS HEALTH Corp | $3.9M | 0.5% | -3% | 59.4 |
| 45 |  $HLN | Haleon plc | $3.8M | 0.5% | +14% | — |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.8M | 0.5% | +53% | 73.8 |
| 47 |  $CCZ | COMCAST CORP | $3.8M | 0.5% | +9% | 59.5 |
| 48 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.7M | 0.5% | -4% | 69.8 |
| 49 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $3.7M | 0.5% | -5% | 66 |
| 50 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.6M | 0.5% | -4% | 65.1 |
| 51 |  $SRE | SEMPRA | $3.6M | 0.5% | -7% | 41.9 |
| 52 |  $NVS | NOVARTIS AG | $3.6M | 0.4% | -4% | — |
| 53 |  $NVO | NOVO NORDISK A S | $3.6M | 0.4% | -8% | — |
| 54 |  $TRV | TRAVELERS COMPANIES, INC. | $3.6M | 0.4% | -8% | 75.9 |
| 55 |  $MET | METLIFE INC | $3.6M | 0.4% | -6% | 56.2 |
| 56 |  $AMT | AMERICAN TOWER CORP /MA/ | $3.5M | 0.4% | -6% | 66.3 |
| 57 |  $COF | CAPITAL ONE FINANCIAL CORP | $3.5M | 0.4% | -6% | 62.4 |
| 58 |  $DE | DEERE & CO | $3.4M | 0.4% | -5% | 55.4 |
| 59 |  $TDG | TransDigm Group INC | $3.4M | 0.4% | +2% | 68 |
| 60 |  $IVZ | Invesco Ltd. | $3.4M | 0.4% | +0% | — |
| 61 |  $HEI.A | HEICO CORP | $3.3M | 0.4% | -9% | 75.6 |
| 62 |  $WM | WASTE MANAGEMENT INC | $3.2M | 0.4% | -5% | 67.6 |
| 63 |  $AZN | ASTRAZENECA PLC | $3.1M | 0.4% | -10% | — |
| 64 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.1M | 0.4% | -7% | 73.7 |
| 65 |  $TMUS | T-Mobile US, Inc. | $3.0M | 0.4% | -5% | 69.1 |
| 66 |  $LYV | Live Nation Entertainment, Inc. | $3.0M | 0.4% | -1% | 52.9 |
| 67 |  $SEIC | SEI INVESTMENTS CO | $3.0M | 0.4% | -6% | 69.6 |
| 68 |  $ISRG | INTUITIVE SURGICAL INC | $3.0M | 0.4% | -1% | 79.9 |
| 69 |  $HD | HOME DEPOT, INC. | $2.9M | 0.3% | -7% | 60.3 |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.9M | 0.3% | +8% | 66.2 |
| 71 |  $BN | BROOKFIELD Corp /ON/ | $2.8M | 0.3% | -14% | — |
| 72 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.8M | 0.3% | +71% | — |
| 73 |  $HLT | Hilton Worldwide Holdings Inc. | $2.7M | 0.3% | -18% | 63.3 |
| 74 |  $PG | PROCTER & GAMBLE Co | $2.7M | 0.3% | -7% | 64.6 |
| 75 |  $KKR | KKR & Co. Inc. | $2.6M | 0.3% | +5% | 54.3 |
| 76 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $2.6M | 0.3% | NEW | — |
| 77 |  $TEL | TE Connectivity plc | $2.5M | 0.3% | -6% | — |
| 78 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.3% | +1% | 70 |
| 79 |  $CRWD | CrowdStrike Holdings, Inc. | $2.5M | 0.3% | +77% | 67.7 |
| 80 |  $KLAC | KLA CORP | $2.5M | 0.3% | +1153% | 78.6 |
| 81 |  $YUM | YUM BRANDS INC | $2.4M | 0.3% | -6% | 73.7 |
| 82 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $2.4M | 0.3% | -6% | 61.3 |
| 83 |  $RTX | RTX Corp | $2.4M | 0.3% | +6% | 73.2 |
| 84 |  $LLY | ELI LILLY & Co | $2.3M | 0.3% | +55% | 87.5 |
| 85 | $SPYPUT | SPDR S&P 500 ETF TRUST | $2.3M | — | NEW | — |
| 86 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.3M | 0.3% | -17% | 67.4 |
| 87 |  $MRVL | Marvell Technology, Inc. | $2.2M | 0.3% | +26% | 76.5 |
| 88 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.2M | 0.3% | -3% | 62.9 |
| 89 | — | SPDR SERIES TRUST - ST STR P500GRW | $2.2M | 0.3% | -3% | — |
| 90 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $2.2M | 0.3% | NEW | — |
| 91 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 0.3% | NEW | 86.2 |
| 92 |  $XYZ | Block, Inc. | $2.1M | 0.3% | -6% | 51.8 |
| 93 |  $MKL | MARKEL GROUP INC. | $2.0M | 0.3% | -14% | 60.2 |
| 94 |  $CBRE | CBRE GROUP, INC. | $1.9M | 0.2% | -3% | 62.3 |
| 95 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.8M | 0.2% | +17% | — |
| 96 |  $MA | Mastercard Inc | $1.6M | 0.2% | +3% | 85.1 |
| 97 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.2% | +5% | 67.6 |
| 98 |  $PCG | PG&E Corp | $1.6M | 0.2% | -6% | 58.8 |
| 99 |  $PANW | Palo Alto Networks Inc | $1.6M | 0.2% | +44% | 65.5 |
| 100 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.6M | 0.2% | +5% | — |
| 101 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.2% | NEW | 79.8 |
| 102 |  $PLTR | Palantir Technologies Inc. | $1.5M | 0.2% | +20% | 84.6 |
| 103 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 0.2% | +1% | — |
| 104 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.4M | 0.2% | NEW | — |
| 105 |  $MSCI | MSCI Inc. | $1.3M | 0.2% | -6% | 75.7 |
| 106 |  $ILMN | ILLUMINA, INC. | $1.3M | 0.2% | -37% | 60.4 |
| 107 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $1.3M | 0.2% | -5% | 66.4 |
| 108 |  $ENTG | ENTEGRIS INC | $1.3M | 0.2% | -13% | 58 |
| 109 |  $AJG | Arthur J. Gallagher & Co. | $1.3M | 0.2% | -1% | 71.2 |
| 110 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.2% | +6% | — |
| 111 |  $BIPC | Brookfield Infrastructure Corp | $1.3M | 0.2% | -21% | — |
| 112 |  $HON | HONEYWELL INTERNATIONAL INC | $1.3M | 0.2% | -53% | 65 |
| 113 |  $HONA | Honeywell Aerospace Inc. | $1.2M | 0.1% | NEW | — |
| 114 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $1.2M | 0.1% | NEW | — |
| 115 |  $NKE | NIKE, Inc. | $1.2M | 0.1% | -1% | 49.3 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.1% | -9% | 70.3 |
| 117 |  $FCX | FREEPORT-MCMORAN INC | $1.1M | 0.1% | -51% | 62 |
| 118 |  $URI | UNITED RENTALS, INC. | $1.1M | 0.1% | +14% | 63.9 |
| 119 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.1% | +11% | 72.3 |
| 120 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.1% | +0% | 68.7 |
| 121 |  $SYF | Synchrony Financial | $1.1M | 0.1% | -2% | 64 |
| 122 |  $BRO | BROWN & BROWN, INC. | $1.1M | 0.1% | -25% | 73.8 |
| 123 |  $PH | Parker-Hannifin Corp | $1.1M | 0.1% | -14% | 65.8 |
| 124 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | +41% | 72.6 |
| 125 |  $WMT | Walmart Inc. | $1.1M | 0.1% | +5% | 60.2 |
| 126 |  $AMP | AMERIPRISE FINANCIAL INC | $1.1M | 0.1% | -9% | 68.7 |
| 127 |  $LPLA | LPL Financial Holdings Inc. | $1.1M | 0.1% | -20% | 72.1 |
| 128 |  $H | Hyatt Hotels Corp | $1.0M | 0.1% | -8% | 47.9 |
| 129 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | NEW | — |
| 130 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $1.0M | 0.1% | +0% | — |
| 131 |  $WDAY | Workday, Inc. | $1.0M | 0.1% | -4% | 75.5 |
| 132 |  $ASML | ASML HOLDING NV | $1.0M | 0.1% | +71% | — |
| 133 |  $VEEV | VEEVA SYSTEMS INC | $986,911 | 0.1% | -8% | 77.6 |
| 134 | $AAPLPUT | Apple Inc. | $983,824 | — | NEW | 76.4 |
| 135 |  $SNOW | Snowflake Inc. | $983,643 | 0.1% | +1% | 54.9 |
| 136 | — | ISHARES TR - CORE US AGGBD ET | $978,219 | 0.1% | NEW | — |
| 137 |  $GS | GOLDMAN SACHS GROUP INC | $977,975 | 0.1% | +112% | 73.5 |
| 138 | — | ISHARES TR - CORE S&P MCP ETF | $953,335 | 0.1% | -18% | — |
| 139 |  $GD | GENERAL DYNAMICS CORP | $905,977 | 0.1% | +26% | 68.7 |
| 140 |  $FWONA | Liberty Media Corp | $894,792 | 0.1% | -13% | 63.2 |
| 141 |  $LEN | LENNAR CORP /NEW/ | $890,797 | 0.1% | -24% | 47.2 |
| 142 |  $CTVA | Corteva, Inc. | $882,054 | 0.1% | -5% | 47.2 |
| 143 |  $IDXX | IDEXX LABORATORIES INC /DE | $872,838 | 0.1% | -8% | 73.8 |
| 144 |  $STX | Seagate Technology Holdings plc | $871,918 | 0.1% | +12% | — |
| 145 |  $AXP | AMERICAN EXPRESS CO | $864,238 | 0.1% | +13% | 69.4 |
| 146 |  $GEV | GE Vernova Inc. | $850,599 | 0.1% | NEW | 81.1 |
| 147 | — | ISHARES TR - CORE S&P500 ETF | $830,519 | 0.1% | -1% | — |
| 148 |  $C | CITIGROUP INC | $815,660 | 0.1% | +12% | 65 |
| 149 |  $BAM | Brookfield Asset Management Ltd. | $786,072 | 0.1% | +12% | — |
| 150 |  $MCO | MOODYS CORP /DE/ | $765,890 | 0.1% | +46% | 79.1 |
| 151 |  $ROP | ROPER TECHNOLOGIES INC | $729,235 | 0.1% | -27% | 71.9 |
| 152 | — | ISHARES TR - RUSSELL 3000 ETF | $720,616 | 0.1% | +0% | — |
| 153 |  $FAST | FASTENAL CO | $711,443 | 0.1% | -18% | 66.9 |
| 154 |  $EW | Edwards Lifesciences Corp | $708,664 | 0.1% | +67% | 69.4 |
| 155 |  $MRK | Merck & Co., Inc. | $707,907 | 0.1% | -9% | 59.9 |
| 156 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $704,007 | 0.1% | -4% | — |
| 157 | — | SPDR SERIES TRUST - ST STR SP600 SML | $698,530 | 0.1% | -1% | — |
| 158 |  $FICO | FAIR ISAAC CORP | $696,557 | 0.1% | -32% | 77.7 |
| 159 |  $SNDK | Sandisk Corp | $684,393 | 0.1% | NEW | 87.7 |
| 160 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $680,983 | 0.1% | NEW | — |
| 161 |  $TYL | TYLER TECHNOLOGIES INC | $666,224 | 0.1% | -6% | 64.3 |
| 162 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $637,905 | 0.1% | -3% | 69.7 |
| 163 |  $ARES | Ares Management Corp | $633,061 | 0.1% | -5% | 60.9 |
| 164 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $619,654 | 0.1% | +18% | — |
| 165 |  $PRM | Perimeter Solutions, Inc. | $619,205 | 0.1% | -7% | 48.3 |
| 166 |  $ALL | ALLSTATE CORP | $610,316 | 0.1% | +19% | 78.5 |
| 167 |  $LRCX | LAM RESEARCH CORP | $584,835 | 0.1% | NEW | 79.4 |
| 168 | $IVZ | Invesco Ltd. | $579,318 | 0.1% | NEW | — |
| 169 |  $AME | AMETEK INC/ | $565,661 | 0.1% | -21% | 69.7 |
| 170 |  $STRL | STERLING INFRASTRUCTURE, INC. | $546,423 | 0.1% | NEW | 70.6 |
| 171 |  $KMI | KINDER MORGAN, INC. | $542,883 | 0.1% | +0% | 71.3 |
| 172 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $537,567 | 0.1% | -20% | — |
| 173 |  $UNH | UNITEDHEALTH GROUP INC | $535,435 | 0.1% | -73% | 62.7 |
| 174 | — | ISHARES TR - S&P 500 GRWT ETF | $528,665 | 0.1% | NEW | — |
| 175 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $528,108 | 0.1% | +152% | 62.9 |
| 176 |  $INTC | INTEL CORP | $516,727 | 0.1% | NEW | 45.6 |
| 177 |  $WELL | WELLTOWER INC. | $501,604 | 0.1% | NEW | 59.8 |
| 178 |  $STT | STATE STREET CORP | $501,042 | 0.1% | -4% | 71.5 |
| 179 |  $PWR | QUANTA SERVICES, INC. | $497,548 | 0.1% | NEW | 72.1 |
| 180 |  $FND | Floor & Decor Holdings, Inc. | $494,172 | 0.1% | -38% | 54.5 |
| 181 |  $TOST | Toast, Inc. | $490,912 | 0.1% | +70% | 69.5 |
| 182 |  $SCHW | SCHWAB CHARLES CORP | $489,861 | 0.1% | +88% | 79.4 |
| 183 |  $ACGL | ARCH CAPITAL GROUP LTD. | $487,727 | 0.1% | -12% | — |
| 184 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $487,609 | 0.1% | +0% | — |
| 185 | — | ISHARES TR - US AER DEF ETF | $484,840 | 0.1% | +0% | — |
| 186 | — | NATIXIS ETF TRUST II - NATIXIS LOOMIS | $483,695 | 0.1% | +4% | — |
| 187 |  $WAT | WATERS CORP /DE/ | $480,051 | 0.1% | -75% | 60.4 |
| 188 |  $PM | Philip Morris International Inc. | $476,937 | 0.1% | +24% | 75.9 |
| 189 |  $SONY | Sony Group Corp | $476,184 | 0.1% | -20% | — |
| 190 | — | ISHARES TR - US TREAS BD ETF | $473,255 | 0.1% | -6% | — |
| 191 |  $LUV | SOUTHWEST AIRLINES CO | $469,033 | 0.1% | +26% | 55.9 |
| 192 |  $QCOM | QUALCOMM INC/DE | $466,959 | 0.1% | -89% | 70.5 |
| 193 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $464,708 | 0.1% | -4% | — |
| 194 |  $PGR | PROGRESSIVE CORP/OH/ | $464,643 | 0.1% | +0% | 80.1 |
| 195 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $458,201 | 0.1% | +39% | — |
| 196 |  $GM | General Motors Co | $455,484 | 0.1% | +13% | 54.3 |
| 197 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $455,263 | 0.1% | +8% | 72.6 |
| 198 |  $WDC | WESTERN DIGITAL CORP | $445,827 | 0.1% | NEW | 80.7 |
| 199 |  $CLS | CELESTICA INC | $443,597 | 0.1% | -30% | 69.8 |
| 200 |  $LMT | LOCKHEED MARTIN CORP | $442,721 | 0.1% | NEW | 65.6 |
| 201 |  $CSGP | COSTAR GROUP, INC. | $432,107 | 0.1% | -33% | 57.8 |
| 202 |  $NEE | NEXTERA ENERGY INC | $432,101 | 0.1% | +13% | 64.6 |
| 203 |  $LITE | Lumentum Holdings Inc. | $430,746 | 0.1% | NEW | 44.3 |
| 204 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $429,802 | 0.1% | -6% | — |
| 205 |  $AMGN | AMGEN INC | $427,302 | 0.1% | -17% | 79.2 |
| 206 |  $CVX | CHEVRON CORP | $420,355 | 0.1% | -9% | 62.8 |
| 207 | — | SPDR SERIES TRUST - ST STR SP400VAL | $418,573 | 0.1% | -4% | — |
| 208 |  $USB | US BANCORP \DE\ | $418,140 | 0.1% | -19% | 65.3 |
| 209 |  $PLD | Prologis, Inc. | $415,026 | 0.1% | +15% | 68.3 |
| 210 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $409,046 | 0.1% | NEW | — |
| 211 |  $SPGI | S&P Global Inc. | $407,667 | 0.1% | +20% | 76.1 |
| 212 |  $BEPC | Brookfield Renewable Corp | $405,749 | 0.1% | -38% | — |
| 213 |  $TDY | TELEDYNE TECHNOLOGIES INC | $398,806 | 0.1% | -18% | 67.2 |
| 214 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $398,506 | 0.1% | -3% | — |
| 215 |  $HWM | Howmet Aerospace Inc. | $398,451 | 0.1% | NEW | 73.9 |
| 216 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $392,072 | 0.1% | -5% | — |
| 217 |  $PFE | PFIZER INC | $385,665 | 0.1% | -3% | 62 |
| 218 | — | SPDR SERIES TRUST - ST STR SP600SM C | $384,833 | 0.1% | -4% | — |
| 219 |  $ECL | ECOLAB INC. | $379,188 | 0.1% | -17% | 63.3 |
| 220 |  $COP | CONOCOPHILLIPS | $379,150 | 0.1% | +20% | 70.2 |
| 221 |  $DELL | Dell Technologies Inc. | $374,076 | 0.1% | NEW | 71.2 |
| 222 |  $APH | AMPHENOL CORP /DE/ | $369,567 | 0.1% | NEW | 79.3 |
| 223 |  $MCHP | MICROCHIP TECHNOLOGY INC | $369,086 | 0.1% | -15% | 52.9 |
| 224 |  $ROST | ROSS STORES, INC. | $361,025 | 0.0% | -26% | 70.4 |
| 225 | — | ISHARES TR - U.S. TECH ETF | $359,680 | 0.0% | +0% | — |
| 226 | — | VANGUARD INDEX FDS - VALUE ETF | $357,187 | 0.0% | NEW | — |
| 227 |  $GLW | CORNING INC /NY | $356,069 | 0.0% | NEW | 73.7 |
| 228 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $355,267 | 0.0% | NEW | 73.3 |
| 229 |  $XEL | XCEL ENERGY INC | $351,875 | 0.0% | -20% | 56.4 |
| 230 |  $UBER | Uber Technologies, Inc | $347,378 | 0.0% | -8% | 73.5 |
| 231 |  $CPRT | COPART INC | $340,535 | 0.0% | -78% | 69.1 |
| 232 |  $CIEN | CIENA CORP | $339,958 | 0.0% | NEW | 72.9 |
| 233 |  $WCN | Waste Connections, Inc. | $338,218 | 0.0% | -27% | 68.2 |
| 234 |  $TTE | TotalEnergies SE | $337,401 | 0.0% | -10% | 50.6 |
| 235 | $FWONA | Liberty Media Corp | $335,541 | 0.0% | -20% | 63.2 |
| 236 |  $SNPS | SYNOPSYS INC | $332,322 | 0.0% | -14% | 67.9 |
| 237 |  $FIX | COMFORT SYSTEMS USA INC | $330,986 | 0.0% | NEW | 77.7 |
| 238 |  $NRG | NRG ENERGY, INC. | $330,826 | 0.0% | NEW | 51.9 |
| 239 |  $VLO | VALERO ENERGY CORP/TX | $326,460 | 0.0% | +30% | 57.8 |
| 240 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $324,196 | 0.0% | +0% | — |
| 241 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $318,196 | 0.0% | -86% | 64.4 |
| 242 |  $LLYVA | Liberty Live Holdings, Inc. | $313,962 | 0.0% | -6% | 27.5 |
| 243 | — | ISHARES TR - 0-5YR HI YL CP | $313,240 | 0.0% | -6% | — |
| 244 | — | TIDAL TRUST III - VIST ARTI IN ETF | $311,808 | 0.0% | NEW | — |
| 245 |  $WT | WisdomTree, Inc. | $309,235 | 0.0% | -3% | 59.9 |
| 246 |  $PHM | PULTEGROUP INC/MI/ | $307,154 | 0.0% | +29% | 55.3 |
| 247 |  $APPF | APPFOLIO INC | $298,251 | 0.0% | -9% | 71.6 |
| 248 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $295,340 | 0.0% | -7% | — |
| 249 |  $ENLT | Enlight Renewable Energy Ltd. | $294,656 | 0.0% | NEW | — |
| 250 |  $TPR | TAPESTRY, INC. | $292,760 | 0.0% | +0% | 72.7 |
| 251 | — | GLOBAL X FDS - GLB X MLP ENRG I | $288,379 | 0.0% | NEW | — |
| 252 |  $MSI | Motorola Solutions, Inc. | $286,965 | 0.0% | -15% | 71.8 |
| 253 | — | BARON ETF TR - FIRST PRINC ETF | $284,019 | 0.0% | +12% | — |
| 254 |  $FN | Fabrinet | $281,040 | 0.0% | +0% | 62.8 |
| 255 |  $FDX | FEDEX CORP | $277,398 | 0.0% | -7% | 60.3 |
| 256 |  $GLD | SPDR GOLD TRUST | $274,075 | 0.0% | -29% | — |
| 257 |  $YUMC | Yum China Holdings, Inc. | $272,499 | 0.0% | -57% | 61.2 |
| 258 |  $OSK | OSHKOSH CORP | $267,976 | 0.0% | -16% | 45.2 |
| 259 |  $VRSK | Verisk Analytics, Inc. | $267,145 | 0.0% | -22% | 71.2 |
| 260 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $264,454 | 0.0% | NEW | 66.8 |
| 261 |  $IR | Ingersoll Rand Inc. | $262,204 | 0.0% | +18% | 64.4 |
| 262 |  $UCTT | Ultra Clean Holdings, Inc. | $261,653 | 0.0% | NEW | 40.1 |
| 263 |  $FLEX | FLEX LTD. | $260,609 | 0.0% | NEW | — |
| 264 |  $WFC | WELLS FARGO & COMPANY/MN | $260,376 | 0.0% | -21% | 61.8 |
| 265 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $259,771 | 0.0% | NEW | — |
| 266 |  $ADBE | ADOBE INC. | $257,095 | 0.0% | -19% | 77.6 |
| 267 |  $VRT | Vertiv Holdings Co | $255,802 | 0.0% | NEW | 81 |
| 268 |  $MCK | MCKESSON CORP | $252,928 | 0.0% | -11% | 63.4 |
| 269 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $247,738 | 0.0% | -28% | 54.9 |
| 270 |  $RPM | RPM INTERNATIONAL INC/DE/ | $246,308 | 0.0% | -29% | 59.6 |
| 271 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $243,231 | 0.0% | -6% | — |
| 272 |  $ALC | ALCON INC | $243,103 | 0.0% | -23% | 54.9 |
| 273 |  $LGND | LIGAND PHARMACEUTICALS INC | $242,441 | 0.0% | NEW | 76 |
| 274 | $IVZ | Invesco Ltd. | $236,597 | 0.0% | +0% | — |
| 275 |  $MDT | Medtronic plc | $233,829 | 0.0% | -19% | 68.7 |
| 276 |  $CFR | CULLEN/FROST BANKERS, INC. | $231,162 | 0.0% | -28% | 63.4 |
| 277 |  $ETR | ENTERGY CORP /DE/ | $229,794 | 0.0% | +0% | 59.5 |
| 278 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $228,011 | 0.0% | +4% | — |
| 279 |  $LOW | LOWES COMPANIES INC | $226,291 | 0.0% | -21% | 60.8 |
| 280 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $224,128 | 0.0% | NEW | — |
| 281 |  $AWK | American Water Works Company, Inc. | $222,370 | 0.0% | -30% | 58.1 |
| 282 |  $VZ | VERIZON COMMUNICATIONS INC | $220,126 | 0.0% | -32% | 65.8 |
| 283 |  $CME | CME GROUP INC. | $219,947 | 0.0% | NEW | 69.5 |
| 284 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $214,910 | 0.0% | NEW | — |
| 285 |  $AGX | ARGAN INC | $214,011 | 0.0% | NEW | 81.4 |
| 286 |  $UMC | UNITED MICROELECTRONICS CORP | $209,054 | 0.0% | NEW | — |
| 287 |  $AEM | AGNICO EAGLE MINES LTD | $208,975 | 0.0% | -22% | — |
| 288 |  $SKYX | SKYX Platforms Corp. | $113,815 | 0.0% | -49% | 24.2 |
| 289 |  $UWMC | UWM Holdings Corp | $54,445 | 0.0% | -21% | 55.3 |
| 290 | $CRMCALL | Salesforce, Inc. | $15,666 | — | NEW | 77 |
| 291 |  $HMR | Heidmar Maritime Holdings Corp. | $12,800 | 0.0% | +0% | — |
New Positions (47)
PIMCO ETF TR - 0-5 HIGH YIELD$2.6M
$SPYPUT SPDR S&P 500 ETF TRUST$2.3M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.2M$MU MICRON TECHNOLOGY INC$2.1M$AMD ADVANCED MICRO DEVICES INC$1.6M BLACKROCK ETF TRUST - ISHA I IN TE ETF$1.4M
$HONA Honeywell Aerospace Inc.$1.2M ROUNDHILL ETF TRUST - MEMORY ETF$1.2M
$AAPLPUT Apple Inc.$983,824 ISHARES TR - CORE US AGGBD ET$978,219
$GEV GE Vernova Inc.$850,599$SNDK Sandisk Corp$684,393 VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$680,983
$LRCX LAM RESEARCH CORP$584,835$STRL STERLING INFRASTRUCTURE, INC.$546,423Exited Positions (25)
$DTB DTE ENERGY CO
$PYPL PayPal Holdings, Inc.
$DEO DIAGEO PLC
$CCC CCC Intelligent Solutions Holdings Inc. VANGUARD INDEX FDS
VANGUARD SPECIALIZED FUNDS
$ATO ATMOS ENERGY CORP
$BABA Alibaba Group Holding Ltd
$BLK BlackRock, Inc.
$IBIT iShares Bitcoin Trust ETF
$DHR DANAHER CORP /DE/ ISHARES TR
$PCOR PROCORE TECHNOLOGIES, INC.
$GWRE Guidewire Software, Inc.
$JCI Johnson Controls International plcBrowse Top Institutional Investors
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