Third View Private Wealth
Latest statistics and disclosures from Third View Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, TLT, AMZN, META, MSFT, and represent 20.96% of Third View Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: AZN, BX, APO, TLT, HON, MSFT, NVDA, TSM, MRSH, META.
- Started 27 new stock positions in ALL, GWRE, ETR, OTIS, CERT, SUNB, AEM, AZN, IWD, STX.
- Reduced shares in these 10 stocks: , NOC, AVB, AstraZeneca, BKNG, XOM, , DPZ, RTX, FCX.
- Sold out of its positions in AAON, ATS, AZZ, AMSF, AstraZeneca, AVB, SAN, WRB, BL, BKNG.
- Third View Private Wealth was a net buyer of stock by $41M.
- Third View Private Wealth has $730M in assets under management (AUM), dropping by -1.69%.
- Central Index Key (CIK): 0002083406
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Portfolio Holdings for Third View Private Wealth
Third View Private Wealth holds 267 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.2 | $46M | +5% | 261k | 174.40 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.1 | $30M | +10% | 342k | 86.69 |
|
| Amazon (AMZN) | 3.6 | $26M | +7% | 127k | 208.27 |
|
| Meta Platforms Cl A (META) | 3.6 | $26M | +7% | 45k | 572.13 |
|
| Microsoft Corporation (MSFT) | 3.5 | $26M | +10% | 69k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $24M | +5% | 82k | 287.56 |
|
| Tesla Motors (TSLA) | 3.2 | $23M | +7% | 62k | 371.75 |
|
| Visa Com Cl A (V) | 2.5 | $18M | +6% | 60k | 302.24 |
|
| Netflix (NFLX) | 2.5 | $18M | +7% | 186k | 96.15 |
|
| Apple (AAPL) | 2.4 | $18M | 70k | 253.79 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $18M | +5% | 62k | 286.89 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $16M | 24k | 650.33 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $14M | +13% | 32k | 436.79 |
|
| Boeing Company (BA) | 1.7 | $13M | +10% | 64k | 199.03 |
|
| Oracle Corporation (ORCL) | 1.6 | $12M | -4% | 81k | 147.11 |
|
| Analog Devices (ADI) | 1.3 | $9.1M | 29k | 318.14 |
|
|
| Exxon Mobil Corporation (XOM) | 1.2 | $9.1M | -11% | 53k | 169.66 |
|
| Williams Companies (WMB) | 1.2 | $8.8M | +25% | 121k | 72.78 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.1 | $8.4M | +7% | 71k | 118.62 |
|
| Broadcom (AVGO) | 1.1 | $8.4M | +3% | 27k | 309.51 |
|
| Monster Beverage Corp (MNST) | 1.1 | $8.0M | +6% | 110k | 72.46 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $7.5M | +7% | 17k | 446.55 |
|
| Walt Disney Company (DIS) | 1.0 | $7.4M | +6% | 77k | 96.38 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $7.1M | +3% | 24k | 294.17 |
|
| Regeneron Pharmaceuticals (REGN) | 0.8 | $6.0M | +8% | 7.8k | 772.64 |
|
| Autodesk (ADSK) | 0.8 | $5.9M | +7% | 25k | 239.40 |
|
| Apollo Global Mgmt (APO) | 0.8 | $5.9M | +96% | 53k | 111.42 |
|
| Air Products & Chemicals (APD) | 0.8 | $5.9M | -4% | 20k | 290.49 |
|
| Vulcan Materials Company (VMC) | 0.8 | $5.9M | +4% | 22k | 272.30 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $5.5M | +7% | 28k | 194.14 |
|
| salesforce (CRM) | 0.7 | $5.0M | +6% | 27k | 186.67 |
|
| Coca-Cola Company (KO) | 0.7 | $4.9M | +4% | 64k | 76.05 |
|
| Marsh & McLennan Companies (MRSH) | 0.6 | $4.6M | +91% | 26k | 173.45 |
|
| Linde SHS (LIN) | 0.6 | $4.4M | +5% | 8.9k | 495.77 |
|
| Johnson & Johnson (JNJ) | 0.6 | $4.4M | +6% | 18k | 244.44 |
|
| Union Pacific Corporation (UNP) | 0.6 | $4.3M | +5% | 18k | 242.63 |
|
| Becton, Dickinson and (BDX) | 0.6 | $4.3M | +5% | 27k | 157.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $4.1M | +309% | 36k | 114.99 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $4.1M | +5% | 144k | 28.71 |
|
| Sempra Energy (SRE) | 0.6 | $4.1M | +9% | 42k | 97.17 |
|
| Metropcs Communications (TMUS) | 0.5 | $4.0M | +8% | 19k | 210.03 |
|
| Public Storage (PSA) | 0.5 | $3.9M | +16% | 15k | 270.88 |
|
| American Tower Reit (AMT) | 0.5 | $3.9M | +49% | 23k | 172.58 |
|
| Unilever Spon Adr New (UL) | 0.5 | $3.9M | +5% | 69k | 56.97 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $3.7M | +7% | 7.5k | 491.67 |
|
| Starbucks Corporation (SBUX) | 0.5 | $3.7M | +9% | 41k | 89.60 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $3.6M | +6% | 24k | 152.75 |
|
| Haleon Spon Ads (HLN) | 0.5 | $3.6M | +5% | 362k | 10.01 |
|
| Astrazeneca Ord (AZN) | 0.5 | $3.6M | NEW | 18k | 197.23 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $3.5M | +166% | 10k | 337.95 |
|
| Automatic Data Processing (ADP) | 0.5 | $3.5M | +60% | 17k | 203.18 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $3.5M | +4% | 7.6k | 461.00 |
|
| Travelers Companies (TRV) | 0.5 | $3.4M | +4% | 12k | 291.67 |
|
| Waste Management (WM) | 0.5 | $3.4M | +3% | 15k | 229.79 |
|
| Expeditors International of Washington (EXPD) | 0.5 | $3.4M | +6% | 24k | 143.23 |
|
| Capital One Financial (COF) | 0.5 | $3.3M | +4% | 18k | 182.43 |
|
| Deere & Company (DE) | 0.4 | $3.2M | +6% | 5.7k | 563.34 |
|
| MetLife (MET) | 0.4 | $3.2M | +6% | 45k | 70.72 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $3.1M | +5% | 76k | 40.47 |
|
| Hilton Worldwide Holdings (HLT) | 0.4 | $3.0M | -16% | 10k | 304.09 |
|
| Qualcomm (QCOM) | 0.4 | $3.0M | +4% | 23k | 128.78 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $3.0M | +14% | 80k | 36.75 |
|
| Heico Corp Cl A (HEI.A) | 0.4 | $2.9M | +3% | 14k | 211.09 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $2.9M | +2% | 2.5k | 1158.96 |
|
| Home Depot (HD) | 0.4 | $2.9M | +6% | 8.7k | 328.88 |
|
| SEI Investments Company (SEIC) | 0.4 | $2.9M | +6% | 37k | 78.47 |
|
| Procter & Gamble Company (PG) | 0.4 | $2.8M | +6% | 20k | 144.44 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $2.8M | +4% | 14k | 209.02 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.8M | 2.8k | 996.31 |
|
|
| CVS Caremark Corporation (CVS) | 0.4 | $2.8M | +11% | 39k | 71.82 |
|
| O'reilly Automotive (ORLY) | 0.4 | $2.8M | +5% | 30k | 92.31 |
|
| PNC Financial Services (PNC) | 0.4 | $2.8M | +5% | 13k | 208.09 |
|
| L3harris Technologies (LHX) | 0.4 | $2.7M | -21% | 8.0k | 345.15 |
|
| Honeywell International (HON) | 0.4 | $2.7M | +950% | 12k | 226.03 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $2.7M | +38% | 11k | 237.62 |
|
| Live Nation Entertainment (LYV) | 0.3 | $2.5M | +14% | 17k | 152.51 |
|
| Kkr & Co (KKR) | 0.3 | $2.5M | +11% | 27k | 92.50 |
|
| Yum! Brands (YUM) | 0.3 | $2.5M | +6% | 16k | 155.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | 5.0k | 479.19 |
|
|
| Martin Marietta Materials (MLM) | 0.3 | $2.3M | +2% | 4.0k | 588.68 |
|
| Old Dominion Freight Line (ODFL) | 0.3 | $2.3M | +7% | 12k | 195.40 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.3M | -29% | 12k | 192.90 |
|
| Markel Corporation (MKL) | 0.3 | $2.3M | +2% | 1.2k | 1914.07 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $2.2M | -26% | 37k | 58.78 |
|
| International Business Machines (IBM) | 0.3 | $2.2M | 8.9k | 242.39 |
|
|
| Cbre Group Cl A (CBRE) | 0.3 | $1.9M | +8% | 14k | 135.46 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $1.9M | -11% | 19k | 97.91 |
|
| Otis Worldwide Corp (OTIS) | 0.3 | $1.9M | NEW | 24k | 77.08 |
|
| Copart (CPRT) | 0.2 | $1.8M | +3% | 54k | 33.20 |
|
| PG&E Corporation (PCG) | 0.2 | $1.8M | +12% | 102k | 17.57 |
|
| Block Cl A (XYZ) | 0.2 | $1.8M | +5% | 29k | 60.18 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $1.7M | +6% | 42k | 39.52 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.6M | +46% | 11k | 146.28 |
|
| Nike CL B (NKE) | 0.2 | $1.6M | +9% | 30k | 52.82 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | +3% | 3.1k | 499.66 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $1.5M | +16% | 16k | 91.64 |
|
| Waters Corporation (WAT) | 0.2 | $1.5M | +258% | 5.0k | 297.80 |
|
| DTE Energy Company (DTE) | 0.2 | $1.5M | -17% | 10k | 146.21 |
|
| Illumina (ILMN) | 0.2 | $1.5M | -25% | 12k | 123.26 |
|
| Brown & Brown (BRO) | 0.2 | $1.5M | +13% | 23k | 65.21 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $1.4M | -11% | 25k | 56.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.4M | +30% | 2.4k | 597.44 |
|
| Lpl Financial Holdings (LPLA) | 0.2 | $1.4M | +53% | 4.6k | 300.83 |
|
| Msci (MSCI) | 0.2 | $1.4M | +16% | 2.6k | 539.04 |
|
| FactSet Research Systems (FDS) | 0.2 | $1.3M | +7% | 6.1k | 216.98 |
|
| Paypal Holdings (PYPL) | 0.2 | $1.3M | +6% | 29k | 45.23 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.3M | +6% | 27k | 48.75 |
|
| UnitedHealth (UNH) | 0.2 | $1.3M | +8% | 4.7k | 270.61 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.2M | +16% | 5.7k | 216.58 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.2M | -17% | 1.3k | 895.24 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +11% | 1.3k | 920.03 |
|
| TJX Companies (TJX) | 0.2 | $1.1M | +4% | 7.2k | 159.70 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.1M | -2% | 2.5k | 444.40 |
|
| Workday Cl A (WDAY) | 0.2 | $1.1M | +6% | 8.7k | 129.92 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | -11% | 9.0k | 124.28 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $1.1M | +4% | 13k | 86.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | +7% | 1.8k | 577.26 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.1M | +6% | 6.1k | 175.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.1M | 3.3k | 320.83 |
|
|
| Roper Industries (ROP) | 0.1 | $1.0M | +8% | 2.9k | 353.86 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | -10% | 15k | 67.53 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.0M | 1.8k | 561.89 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $1.0M | +5% | 14k | 74.45 |
|
| Synchrony Financial (SYF) | 0.1 | $989k | -8% | 15k | 68.02 |
|
| Entegris (ENTG) | 0.1 | $976k | -7% | 8.3k | 117.24 |
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| Kla Corp Com New (KLAC) | 0.1 | $962k | 653.00 | 1472.41 |
|
|
| Corteva (CTVA) | 0.1 | $918k | 11k | 83.71 |
|
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| Fair Isaac Corporation (FICO) | 0.1 | $917k | +2% | 859.00 | 1067.54 |
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| CoStar (CSGP) | 0.1 | $916k | +4% | 23k | 40.34 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $915k | +19% | 11k | 85.02 |
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| Cisco Systems (CSCO) | 0.1 | $851k | +20% | 11k | 77.59 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $849k | 10k | 84.91 |
|
|
| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $838k | +21% | 5.8k | 143.79 |
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| Fastenal Company (FAST) | 0.1 | $836k | +3% | 18k | 46.40 |
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| Tyler Technologies (TYL) | 0.1 | $829k | +13% | 2.4k | 342.38 |
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| Yum China Holdings (YUMC) | 0.1 | $761k | +4% | 16k | 48.78 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $733k | +2% | 1.1k | 653.21 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $729k | +32% | 1.9k | 390.41 |
|
| Merck & Co (MRK) | 0.1 | $727k | -5% | 6.0k | 120.29 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $707k | +5% | 18k | 39.83 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $697k | +70% | 16k | 44.45 |
|
| General Dynamics Corporation (GD) | 0.1 | $697k | 2.0k | 343.14 |
|
|
| American Express Company (AXP) | 0.1 | $685k | +9% | 2.3k | 302.45 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $684k | +4% | 14k | 50.80 |
|
| Abbvie (ABBV) | 0.1 | $664k | +2% | 3.1k | 217.49 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $651k | +12% | 6.0k | 109.10 |
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| Ametek (AME) | 0.1 | $636k | +6% | 3.0k | 214.36 |
|
| United Rentals (URI) | 0.1 | $632k | +8% | 868.00 | 728.61 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $626k | 1.7k | 370.68 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $621k | -11% | 10k | 61.32 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $612k | -4% | 30k | 20.70 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $591k | -3% | 12k | 48.32 |
|
| Marvell Technology (MRVL) | 0.1 | $590k | +3% | 6.0k | 99.05 |
|
| Citigroup Com New (C) | 0.1 | $589k | +27% | 5.2k | 113.40 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $579k | -4% | 3.8k | 150.82 |
|
| Chevron Corporation (CVX) | 0.1 | $575k | NEW | 2.8k | 206.89 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.1 | $572k | -4% | 95k | 6.00 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.1 | $571k | NEW | 8.8k | 65.09 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $570k | -2% | 34k | 16.97 |
|
| Kinder Morgan (KMI) | 0.1 | $569k | +6% | 17k | 33.53 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $550k | -16% | 5.7k | 95.99 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $534k | NEW | 1.9k | 287.15 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $526k | NEW | 2.4k | 215.06 |
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| Palo Alto Networks (PANW) | 0.1 | $513k | +19% | 3.2k | 160.32 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $508k | -13% | 22k | 22.91 |
|
| Moody's Corporation (MCO) | 0.1 | $506k | +21% | 1.2k | 436.25 |
|
| Ross Stores (ROST) | 0.1 | $499k | +4% | 2.3k | 216.64 |
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| Amgen (AMGN) | 0.1 | $498k | -4% | 1.4k | 351.85 |
|
| Celestica (CLS) | 0.1 | $492k | -20% | 1.7k | 281.68 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $479k | NEW | 10k | 46.40 |
|
| Applied Materials (AMAT) | 0.1 | $467k | +4% | 1.4k | 341.79 |
|
| Pfizer (PFE) | 0.1 | $465k | +3% | 17k | 28.08 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $460k | -9% | 21k | 22.39 |
|
| Perimeter Solutions Common Stock (PRM) | 0.1 | $454k | +5% | 19k | 24.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $454k | +102% | 1.1k | 430.29 |
|
| Waste Connections (WCN) | 0.1 | $454k | -9% | 2.8k | 162.44 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $447k | -12% | 4.7k | 95.96 |
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| Allstate Corporation (ALL) | 0.1 | $446k | NEW | 2.1k | 207.35 |
|
| Us Bancorp Com New (USB) | 0.1 | $443k | 8.5k | 52.01 |
|
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $440k | -7% | 727.00 | 605.01 |
|
| Totalenergies Se Act (TTE) | 0.1 | $438k | -5% | 4.8k | 90.98 |
|
| Ecolab (ECL) | 0.1 | $438k | -4% | 1.6k | 266.02 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $438k | 2.0k | 218.75 |
|
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $436k | NEW | 11k | 39.39 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $433k | -2% | 4.1k | 105.04 |
|
| Xcel Energy (XEL) | 0.1 | $433k | +5% | 5.4k | 79.44 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $430k | 8.9k | 48.46 |
|
|
| Progressive Corporation (PGR) | 0.1 | $422k | -4% | 2.1k | 198.24 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $417k | -28% | 2.3k | 184.72 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $417k | -6% | 3.3k | 125.46 |
|
| Nextera Energy (NEE) | 0.1 | $405k | +29% | 4.4k | 92.88 |
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| ConocoPhillips (COP) | 0.1 | $401k | +21% | 3.0k | 132.00 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $391k | -4% | 296.00 | 1320.83 |
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| General Motors Company (GM) | 0.1 | $391k | +18% | 5.2k | 74.50 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $391k | -11% | 4.6k | 85.15 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $388k | 2.6k | 148.10 |
|
|
| Goldman Sachs (GS) | 0.1 | $386k | +15% | 456.00 | 845.92 |
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| Verizon Communications (VZ) | 0.1 | $385k | 7.7k | 50.20 |
|
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| Uber Technologies (UBER) | 0.1 | $377k | -2% | 5.2k | 71.93 |
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| Edwards Lifesciences (EW) | 0.1 | $375k | 4.7k | 80.08 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $375k | -10% | 1.5k | 243.08 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $372k | +3% | 4.8k | 78.08 |
|
| Verisk Analytics (VRSK) | 0.0 | $362k | +26% | 1.9k | 189.75 |
|
| Alcon Ord Shs (ALC) | 0.0 | $356k | -4% | 4.7k | 75.35 |
|
| S&p Global (SPGI) | 0.0 | $355k | +30% | 834.00 | 425.34 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $353k | NEW | 814.00 | 433.97 |
|
| Blackrock (BLK) | 0.0 | $353k | -38% | 367.00 | 961.59 |
|
| Prologis (PLD) | 0.0 | $353k | +33% | 2.7k | 132.16 |
|
| Philip Morris International (PM) | 0.0 | $350k | +47% | 2.1k | 165.32 |
|
| Agnico (AEM) | 0.0 | $349k | NEW | 1.7k | 202.99 |
|
| American Intl Group Com New (AIG) | 0.0 | $347k | -40% | 4.6k | 75.25 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $346k | -11% | 3.7k | 94.58 |
|
| Synopsys (SNPS) | 0.0 | $345k | -6% | 869.00 | 396.48 |
|
| FedEx Corporation (FDX) | 0.0 | $341k | +21% | 956.00 | 356.12 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $340k | 8.9k | 38.42 |
|
|
| Danaher Corporation (DHR) | 0.0 | $336k | -8% | 1.8k | 189.61 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $335k | -11% | 3.5k | 96.62 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $332k | -9% | 7.9k | 42.31 |
|
| American Water Works (AWK) | 0.0 | $328k | -4% | 2.4k | 136.09 |
|
| McKesson Corporation (MCK) | 0.0 | $327k | +32% | 378.00 | 865.67 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $325k | NEW | 1.5k | 213.60 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $322k | +13% | 2.0k | 157.82 |
|
| Wells Fargo & Company (WFC) | 0.0 | $320k | +4% | 4.0k | 79.60 |
|
| Medtronic SHS (MDT) | 0.0 | $318k | +6% | 3.7k | 86.65 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $317k | NEW | 810.00 | 391.53 |
|
| RPM International (RPM) | 0.0 | $312k | -4% | 3.1k | 99.40 |
|
| Cadence Design Systems (CDNS) | 0.0 | $312k | 1.1k | 277.87 |
|
|
| Procore Technologies (PCOR) | 0.0 | $310k | +4% | 5.4k | 57.00 |
|
| Lowe's Companies (LOW) | 0.0 | $307k | 1.3k | 236.34 |
|
|
| Microchip Technology (MCHP) | 0.0 | $307k | -4% | 4.7k | 64.61 |
|
| Oshkosh Corporation (OSK) | 0.0 | $304k | -4% | 2.1k | 147.21 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $296k | +8% | 3.1k | 94.11 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $293k | -6% | 5.9k | 49.37 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $292k | -11% | 3.3k | 87.84 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $290k | 4.6k | 62.45 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $284k | -4% | 2.1k | 137.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $283k | NEW | 9.7k | 29.13 |
|
| Tapestry (TPR) | 0.0 | $282k | NEW | 2.0k | 141.11 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $280k | -91% | 411.00 | 682.06 |
|
| Guidewire Software (GWRE) | 0.0 | $278k | NEW | 1.9k | 149.56 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $277k | NEW | 2.1k | 130.96 |
|
| Toast Cl A (TOST) | 0.0 | $275k | +22% | 10k | 26.51 |
|
| Southwest Airlines (LUV) | 0.0 | $272k | +36% | 7.2k | 37.57 |
|
| Gra (GGG) | 0.0 | $268k | +9% | 3.2k | 84.65 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $265k | +36% | 2.8k | 93.98 |
|
| Fabrinet SHS (FN) | 0.0 | $261k | NEW | 500.00 | 521.52 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $259k | -10% | 9.9k | 26.30 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $259k | 1.4k | 181.42 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $239k | NEW | 966.00 | 247.19 |
|
| Baron Etf Tr First Principles (RONB) | 0.0 | $237k | NEW | 10k | 22.87 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $229k | NEW | 4.5k | 50.44 |
|
| Sql Technologies Corporation (SKYX) | 0.0 | $227k | 203k | 1.12 |
|
|
| Entergy Corporation (ETR) | 0.0 | $225k | NEW | 2.0k | 112.34 |
|
| First Interstate Bancsystem (FIBK) | 0.0 | $223k | -33% | 6.7k | 33.40 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $220k | NEW | 3.0k | 73.64 |
|
| Ingersoll Rand (IR) | 0.0 | $217k | NEW | 2.7k | 80.11 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $208k | 4.4k | 47.53 |
|
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $208k | -14% | 6.2k | 33.74 |
|
| Pulte (PHM) | 0.0 | $203k | NEW | 1.7k | 117.58 |
|
| Exponent (EXPO) | 0.0 | $203k | -29% | 3.1k | 65.25 |
|
| Alphatec Hldgs Com New (ATEC) | 0.0 | $149k | -13% | 14k | 10.88 |
|
| Hayward Hldgs (HAYW) | 0.0 | $135k | -33% | 10k | 13.38 |
|
| Arhaus Com Cl A (ARHS) | 0.0 | $126k | -27% | 19k | 6.78 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $109k | 30k | 3.62 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $106k | NEW | 14k | 7.42 |
|
| Certara Ord (CERT) | 0.0 | $68k | NEW | 12k | 5.70 |
|
| Heidmar Maritime Hldgs Corp (HMR) | 0.0 | $8.4k | 10k | 0.84 |
|
Past Filings by Third View Private Wealth
SEC 13F filings are viewable for Third View Private Wealth going back to 2025
- Third View Private Wealth 2026 Q1 filed April 15, 2026
- Third View Private Wealth 2025 Q4 filed Jan. 23, 2026