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, MSFT, META, AMZN, GOOGL, and represent 24.64% of Third View Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$11M), MNST, VOO, SCHX, KMI, CRWD, HONA, SPY, SPCX, NVDA.
- Started 19 new stock positions in SCHX, NOW, CRH, GE, HGER, ANET, SCHD, SCHM, IEFA, COHR. ARXS, FLTR, HUM, RCL, XOM, IWF, FPS, CLOZ, IBIT.
- Reduced shares in these 10 stocks: , RTX, , HON, Roundhill Memory Etf, ORLY, VEEV, VMC, HLT, CBRE.
- Sold out of its positions in ADBE, ALL, AWK, APPF, AGX, BEPC, CGDV, CIEN, CPRT, CSGP.
- Third View Private Wealth was a net buyer of stock by $24M.
- Third View Private Wealth has $849M in assets under management (AUM), dropping by 4.23%.
- Central Index Key (CIK): 0002083406
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Portfolio Holdings for Third View Private Wealth
Third View Private Wealth holds 271 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.3 | $70M | +3% | 307k | 228.38 |
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| Microsoft Corporation (MSFT) | 5.0 | $42M | +2% | 83k | 512.90 |
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| Meta Platforms Cl A (META) | 4.1 | $35M | +3% | 48k | 725.18 |
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| Amazon (AMZN) | 3.9 | $33M | +3% | 133k | 249.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $29M | 83k | 344.08 |
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| Apple Put Option (AAPL) | 3.2 | $28M | +3% | 83k | 333.02 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.2 | $27M | 344k | 77.78 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.7 | $23M | +12% | 30k | 762.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $23M | +4% | 67k | 340.74 |
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| Visa Com Cl A (V) | 2.6 | $22M | 62k | 359.33 |
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| Tesla Motors (TSLA) | 2.6 | $22M | 62k | 354.81 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 2.2 | $19M | +6% | 212k | 90.11 |
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| Netflix (NFLX) | 1.5 | $13M | 185k | 69.58 |
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| Boeing Company (BA) | 1.4 | $12M | 63k | 186.05 |
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| Analog Devices (ADI) | 1.3 | $11M | 29k | 396.71 |
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| Oracle Corporation (ORCL) | 1.3 | $11M | -2% | 80k | 137.30 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.2 | $11M | NEW | 65k | 162.75 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.2 | $10M | 70k | 148.30 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $9.4M | 18k | 522.82 |
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| Monster Beverage Corp (MNST) | 1.1 | $9.1M | +99% | 220k | 41.62 |
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| Williams Companies (WMB) | 1.0 | $8.5M | +2% | 125k | 67.97 |
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| Broadcom (AVGO) | 0.9 | $7.9M | +6% | 22k | 351.19 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $7.7M | +21% | 17k | 456.19 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $7.7M | -6% | 23k | 330.83 |
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| Walt Disney Company (DIS) | 0.9 | $7.5M | 71k | 104.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $6.7M | +137% | 9.6k | 700.89 |
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| Apollo Global Mgmt (APO) | 0.8 | $6.5M | +4% | 56k | 116.06 |
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| Regeneron Pharmaceuticals (REGN) | 0.7 | $6.0M | 7.9k | 758.28 |
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| Coca-Cola Company (KO) | 0.7 | $5.8M | +3% | 68k | 86.08 |
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| salesforce (CRM) | 0.7 | $5.7M | -2% | 25k | 229.57 |
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| Marsh & McLennan Companies (MRSH) | 0.6 | $5.5M | 32k | 170.73 |
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| Autodesk (ADSK) | 0.6 | $5.3M | +2% | 26k | 209.00 |
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| Air Products & Chemicals (APD) | 0.6 | $5.3M | 19k | 278.23 |
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| American Tower Reit (AMT) | 0.6 | $5.2M | +46% | 32k | 163.69 |
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| Unilever Spon Adr New (UL) | 0.6 | $5.0M | +2% | 82k | 60.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $4.9M | +3% | 44k | 112.09 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $4.9M | 7.3k | 675.03 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $4.8M | 17k | 280.09 |
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| Johnson & Johnson (JNJ) | 0.6 | $4.8M | +4% | 18k | 264.74 |
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| Union Pacific Corporation (UNP) | 0.5 | $4.6M | 17k | 272.12 |
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| Otis Worldwide Corp (OTIS) | 0.5 | $4.5M | +25% | 70k | 64.32 |
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| Vulcan Materials Company (VMC) | 0.5 | $4.4M | -15% | 18k | 244.63 |
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| Automatic Data Processing (ADP) | 0.5 | $4.4M | +3% | 17k | 258.06 |
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| Metropcs Communications (TMUS) | 0.5 | $4.1M | +39% | 25k | 163.08 |
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| Linde SHS (LIN) | 0.5 | $4.1M | +2% | 8.7k | 474.66 |
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| Becton, Dickinson and (BDX) | 0.5 | $4.1M | -13% | 23k | 179.00 |
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| Expeditors International of Washington (EXPD) | 0.5 | $4.1M | 22k | 184.64 |
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| MetLife (MET) | 0.5 | $4.1M | +3% | 43k | 94.16 |
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| Public Storage (PSA) | 0.5 | $4.1M | +3% | 14k | 282.84 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.5 | $4.0M | +106% | 27k | 150.86 |
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| Travelers Companies (TRV) | 0.5 | $3.9M | +2% | 11k | 356.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.9M | +2% | 7.9k | 497.94 |
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| Haleon Spon Ads (HLN) | 0.5 | $3.9M | +4% | 432k | 9.00 |
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| Kinder Morgan (KMI) | 0.4 | $3.8M | +644% | 127k | 30.15 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $3.7M | +321% | 14k | 264.75 |
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| Deere & Company (DE) | 0.4 | $3.6M | 5.4k | 671.61 |
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| Starbucks Corporation (SBUX) | 0.4 | $3.6M | 39k | 93.96 |
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| Micron Technology (MU) | 0.4 | $3.6M | +84% | 3.4k | 1065.23 |
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| Honeywell Aerospace (HONA) | 0.4 | $3.6M | +310% | 23k | 154.97 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $3.5M | NEW | 117k | 30.00 |
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| SEI Investments Company (SEIC) | 0.4 | $3.5M | 34k | 102.66 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $3.5M | +2% | 161k | 21.76 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $3.4M | 11k | 304.64 |
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| Sempra Energy (SRE) | 0.4 | $3.4M | +11% | 44k | 77.96 |
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| Capital One Financial (COF) | 0.4 | $3.4M | 18k | 193.07 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $3.2M | 23k | 142.57 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $3.2M | +14% | 85k | 37.91 |
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| CVS Caremark Corporation (CVS) | 0.4 | $3.1M | -4% | 36k | 85.69 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $3.0M | 7.4k | 406.63 |
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| Waste Management (WM) | 0.3 | $2.9M | 14k | 203.92 |
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| PNC Financial Services (PNC) | 0.3 | $2.8M | 13k | 222.27 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.8M | 3.0k | 910.39 |
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| Procter & Gamble Company (PG) | 0.3 | $2.7M | +2% | 19k | 145.28 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $2.7M | 13k | 211.08 |
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| Astrazeneca Ord (AZN) | 0.3 | $2.7M | +2% | 17k | 161.47 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.6M | +6% | 14k | 187.05 |
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| Heico Corp Cl A (HEI.A) | 0.3 | $2.5M | -14% | 11k | 228.33 |
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| Home Depot (HD) | 0.3 | $2.4M | +3% | 8.4k | 284.48 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.4M | +5% | 2.0k | 1157.28 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.3M | +37% | 3.7k | 611.71 |
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| Live Nation Entertainment (LYV) | 0.3 | $2.2M | -21% | 13k | 169.30 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $2.1M | -6% | 17k | 123.08 |
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| Illumina (ILMN) | 0.2 | $2.1M | 7.6k | 273.67 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $2.1M | -25% | 1.9k | 1082.60 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $2.0M | +5% | 12k | 173.84 |
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| Marvell Technology (MRVL) | 0.2 | $2.0M | 7.6k | 264.21 |
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| Kkr & Co (KKR) | 0.2 | $2.0M | -23% | 22k | 91.30 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $2.0M | -20% | 22k | 90.48 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.2 | $2.0M | +62% | 42k | 47.19 |
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| Block Cl A (XYZ) | 0.2 | $2.0M | -2% | 27k | 73.53 |
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| Yum! Brands (YUM) | 0.2 | $2.0M | -5% | 14k | 136.34 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.0M | -18% | 54k | 36.46 |
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| Palo Alto Networks (PANW) | 0.2 | $1.9M | +3% | 4.8k | 397.31 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.9M | +8% | 3.4k | 551.47 |
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| International Business Machines (IBM) | 0.2 | $1.9M | -6% | 8.4k | 219.94 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $1.8M | -29% | 5.7k | 318.14 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $1.7M | -5% | 28k | 61.13 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $1.7M | +6% | 18k | 91.64 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.6M | 8.3k | 194.93 |
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| Bank of America Corporation (BAC) | 0.2 | $1.6M | +5% | 30k | 54.43 |
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| Workday Cl A (WDAY) | 0.2 | $1.6M | -2% | 8.2k | 190.46 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $1.5M | +16% | 4.1k | 374.24 |
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| FactSet Research Systems (FDS) | 0.2 | $1.5M | -2% | 5.6k | 269.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.4M | 1.9k | 739.77 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.4M | +45% | 14k | 94.54 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.3M | +32% | 6.5k | 208.01 |
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| Snowflake Com Shs (SNOW) | 0.2 | $1.3M | 3.9k | 339.56 |
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| Markel Corporation (MKL) | 0.2 | $1.3M | -26% | 752.00 | 1712.45 |
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| Martin Marietta Materials (MLM) | 0.1 | $1.2M | -32% | 2.6k | 479.82 |
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| TJX Companies (TJX) | 0.1 | $1.2M | +28% | 9.3k | 132.31 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +9% | 4.7k | 261.59 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.2M | NEW | 37k | 32.53 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | +9% | 11k | 107.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | +30% | 16k | 71.95 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | NEW | 32k | 34.02 |
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| Ameriprise Financial (AMP) | 0.1 | $1.1M | -4% | 2.2k | 492.35 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.1M | -48% | 13k | 85.41 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $1.1M | 10k | 105.84 |
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| Cbre Group Cl A (CBRE) | 0.1 | $1.1M | -41% | 8.2k | 128.47 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.0M | +55% | 18k | 56.66 |
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| Synchrony Financial (SYF) | 0.1 | $1.0M | 14k | 70.97 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | -22% | 4.4k | 228.11 |
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| Msci (MSCI) | 0.1 | $1.0M | -22% | 1.9k | 538.74 |
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| Nike CL B (NKE) | 0.1 | $987k | -5% | 28k | 35.40 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $981k | -7% | 1.0k | 955.42 |
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| Entegris (ENTG) | 0.1 | $968k | -13% | 6.3k | 154.06 |
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| Goldman Sachs (GS) | 0.1 | $968k | +11% | 1.1k | 900.36 |
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| Wal-Mart Stores (WMT) | 0.1 | $963k | -2% | 9.3k | 103.92 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $922k | 509.00 | 1811.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $850k | 1.1k | 765.85 |
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| General Dynamics Corporation (GD) | 0.1 | $822k | -3% | 2.5k | 331.77 |
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| Applied Materials (AMAT) | 0.1 | $817k | +4% | 1.6k | 511.38 |
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| Citigroup Com New (C) | 0.1 | $813k | +7% | 6.3k | 129.48 |
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| Merck & Co (MRK) | 0.1 | $796k | 5.5k | 145.31 |
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| American Express Company (AXP) | 0.1 | $796k | +2% | 2.6k | 304.13 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $763k | -8% | 828.00 | 921.84 |
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| Welltower Inc Com reit (WELL) | 0.1 | $743k | +45% | 3.2k | 230.24 |
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| Ge Vernova (GEV) | 0.1 | $736k | +6% | 774.00 | 950.49 |
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| Moody's Corporation (MCO) | 0.1 | $733k | -4% | 1.6k | 454.13 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $730k | 1.7k | 431.66 |
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| Monolithic Power Systems (MPWR) | 0.1 | $719k | +107% | 534.00 | 1347.22 |
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| Intel Corporation (INTC) | 0.1 | $706k | +58% | 5.9k | 120.22 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $668k | -7% | 9.0k | 73.80 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $667k | -71% | 3.6k | 185.67 |
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| United Rentals (URI) | 0.1 | $654k | -34% | 653.00 | 1000.88 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $646k | 12k | 52.62 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $638k | -49% | 9.1k | 70.00 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $636k | 12k | 52.86 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $634k | -60% | 2.2k | 285.45 |
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| American Intl Group Com New (AIG) | 0.1 | $632k | +155% | 8.5k | 74.42 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $622k | +19% | 6.4k | 97.74 |
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| ConocoPhillips (COP) | 0.1 | $614k | +34% | 4.9k | 125.16 |
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| Philip Morris International (PM) | 0.1 | $610k | +21% | 3.2k | 190.84 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $602k | -47% | 2.0k | 305.80 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.1 | $597k | -49% | 17k | 35.61 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $591k | +33% | 1.8k | 328.44 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $587k | +17% | 1.2k | 483.45 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $580k | -32% | 3.7k | 158.56 |
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| Amphenol Corp Cl A (APH) | 0.1 | $579k | +227% | 6.9k | 84.30 |
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| Quanta Services (PWR) | 0.1 | $566k | +27% | 881.00 | 642.51 |
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| UnitedHealth (UNH) | 0.1 | $564k | +19% | 1.5k | 367.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $562k | +38% | 8.0k | 70.61 |
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| S&p Global (SPGI) | 0.1 | $553k | +40% | 1.4k | 394.47 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $548k | 3.9k | 142.27 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $536k | -31% | 12k | 44.58 |
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| Edwards Lifesciences (EW) | 0.1 | $522k | -22% | 6.1k | 86.32 |
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| General Motors Company (GM) | 0.1 | $522k | +14% | 6.8k | 77.00 |
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| Brown & Brown (BRO) | 0.1 | $522k | -49% | 8.6k | 60.90 |
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| IDEXX Laboratories (IDXX) | 0.1 | $522k | -39% | 999.00 | 522.19 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $519k | -16% | 23k | 23.07 |
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| Liberty Media Corp Del Com Ser C (FWONK) | 0.1 | $517k | -40% | 5.6k | 92.40 |
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| Lennar Corp Cl A (LEN) | 0.1 | $508k | -36% | 6.2k | 81.59 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $505k | -9% | 22k | 23.53 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $490k | 14k | 35.93 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $488k | 8.9k | 55.00 |
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| Pfizer (PFE) | 0.1 | $483k | +5% | 17k | 28.52 |
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| Dell Technologies CL C (DELL) | 0.1 | $483k | +3% | 898.00 | 537.95 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $474k | -28% | 4.1k | 116.16 |
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| Corteva (CTVA) | 0.1 | $474k | -41% | 6.1k | 77.65 |
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| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $474k | -8% | 11k | 44.98 |
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| Valero Energy Corporation (VLO) | 0.1 | $474k | -2% | 1.2k | 387.46 |
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| Qualcomm (QCOM) | 0.1 | $468k | 2.5k | 184.04 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $463k | 4.3k | 108.89 |
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| Celestica (CLS) | 0.1 | $459k | +4% | 1.3k | 361.43 |
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| Progressive Corporation (PGR) | 0.1 | $456k | +3% | 2.2k | 207.31 |
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| Amgen (AMGN) | 0.1 | $454k | -8% | 1.1k | 421.51 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $451k | 886.00 | 509.25 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $446k | -3% | 3.8k | 117.22 |
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| Prologis (PLD) | 0.1 | $444k | +11% | 3.4k | 129.83 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $438k | +23% | 2.0k | 216.08 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.1 | $435k | -6% | 4.2k | 104.53 |
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| Southwest Airlines (LUV) | 0.1 | $429k | +12% | 10k | 41.64 |
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| Nextera Energy (NEE) | 0.0 | $424k | +13% | 5.6k | 75.74 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $418k | -8% | 19k | 21.87 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $414k | 2.0k | 207.18 |
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| Fastenal Company (FAST) | 0.0 | $410k | -44% | 8.3k | 49.53 |
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| Cadence Design Systems (CDNS) | 0.0 | $408k | 1.2k | 330.19 |
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| Chevron Corporation (CVX) | 0.0 | $393k | -24% | 1.9k | 204.20 |
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| Flex Ord (FLEX) | 0.0 | $392k | +121% | 3.6k | 109.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $390k | +78% | 5.6k | 70.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $385k | 2.5k | 155.20 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $380k | -18% | 4.1k | 92.36 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $378k | 1.4k | 264.90 |
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| Ametek (AME) | 0.0 | $376k | -35% | 1.5k | 247.73 |
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| Cme (CME) | 0.0 | $375k | +43% | 1.4k | 261.98 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.0 | $375k | -7% | 18k | 21.14 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $365k | -6% | 4.1k | 88.51 |
|
| Us Bancorp Com New (USB) | 0.0 | $363k | -9% | 6.3k | 57.76 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $360k | NEW | 1.8k | 203.59 |
|
| McKesson Corporation (MCK) | 0.0 | $358k | +25% | 419.00 | 853.28 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $353k | -43% | 4.8k | 73.21 |
|
| Ge Aerospace Com New (GE) | 0.0 | $345k | NEW | 1.1k | 312.34 |
|
| Ecolab (ECL) | 0.0 | $337k | -9% | 1.2k | 274.58 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $335k | -7% | 3.3k | 102.15 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $334k | -6% | 3.1k | 106.97 |
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.0 | $325k | NEW | 9.2k | 35.26 |
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $324k | -29% | 12k | 26.32 |
|
| Totalenergies Se Act (TTE) | 0.0 | $323k | -12% | 3.8k | 85.50 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $316k | -12% | 521.00 | 606.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $315k | NEW | 3.3k | 96.87 |
|
| Waters Corporation (WAT) | 0.0 | $312k | -44% | 711.00 | 439.39 |
|
| Dimensional Etf Trust Us Targeted Vlu | 0.0 | $308k | 4.6k | 66.44 |
|
|
| Pulte (PHM) | 0.0 | $302k | +16% | 2.6k | 116.04 |
|
| FedEx Corporation (FDX) | 0.0 | $295k | +16% | 1.0k | 285.08 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $294k | 5.5k | 53.40 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $285k | -9% | 2.9k | 97.24 |
|
| Nrg Energy Com New (NRG) | 0.0 | $284k | +30% | 3.0k | 95.65 |
|
| Microchip Technology (MCHP) | 0.0 | $279k | -11% | 3.6k | 77.77 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $278k | -8% | 6.8k | 41.25 |
|
| Tyler Technologies (TYL) | 0.0 | $277k | -61% | 869.00 | 318.60 |
|
| Xcel Energy (XEL) | 0.0 | $276k | -10% | 3.9k | 70.48 |
|
| Comfort Systems USA (FIX) | 0.0 | $276k | 167.00 | 1654.09 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $273k | 3.9k | 69.82 |
|
|
| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.0 | $273k | 3.7k | 74.72 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $267k | NEW | 5.6k | 47.34 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $266k | 9.1k | 29.31 |
|
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.0 | $265k | NEW | 10k | 26.30 |
|
| Vaneck Etf Trust Ig Floa Rate Etf (FLTR) | 0.0 | $265k | NEW | 10k | 25.59 |
|
| American Electric Power Company (AEP) | 0.0 | $265k | +15% | 2.2k | 118.64 |
|
| Arxis Cl A Com (ARXS) | 0.0 | $264k | NEW | 5.3k | 49.39 |
|
| Humana (HUM) | 0.0 | $264k | NEW | 691.00 | 381.37 |
|
| Ingersoll Rand (IR) | 0.0 | $263k | +9% | 3.5k | 75.11 |
|
| Baron Etf Tr First Princ Etf (RONB) | 0.0 | $259k | -5% | 11k | 23.43 |
|
| Roper Industries (ROP) | 0.0 | $256k | -65% | 733.00 | 349.42 |
|
| Wells Fargo & Company (WFC) | 0.0 | $253k | 3.2k | 80.04 |
|
|
| L3harris Technologies (LHX) | 0.0 | $252k | -2% | 1.1k | 236.78 |
|
| Agnico (AEM) | 0.0 | $251k | 1.4k | 183.28 |
|
|
| CRH Ord (CRH) | 0.0 | $251k | NEW | 3.0k | 82.80 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $240k | 769.00 | 312.37 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $238k | 4.4k | 54.43 |
|
|
| Coherent Corp (COHR) | 0.0 | $235k | NEW | 815.00 | 287.81 |
|
| Uber Technologies (UBER) | 0.0 | $233k | -29% | 3.4k | 68.51 |
|
| Tapestry (TPR) | 0.0 | $230k | 2.0k | 115.04 |
|
|
| Enlight Renewable Energy SHS (ENLT) | 0.0 | $229k | 3.3k | 69.41 |
|
|
| Ross Stores (ROST) | 0.0 | $226k | -42% | 968.00 | 233.44 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $226k | +22% | 935.00 | 241.31 |
|
| Corning Incorporated (GLW) | 0.0 | $224k | +4% | 1.5k | 153.76 |
|
| Toast Cl A (TOST) | 0.0 | $219k | -57% | 7.5k | 28.99 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $219k | NEW | 822.00 | 265.86 |
|
| Verizon Communications (VZ) | 0.0 | $213k | -10% | 4.6k | 45.87 |
|
| Fabrinet SHS (FN) | 0.0 | $212k | 500.00 | 424.27 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $212k | -25% | 556.00 | 380.84 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $209k | NEW | 1.7k | 125.26 |
|
| Servicenow (NOW) | 0.0 | $208k | NEW | 1.6k | 134.01 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.0 | $208k | NEW | 5.6k | 37.44 |
|
| Entergy Corporation (ETR) | 0.0 | $207k | +4% | 2.1k | 99.24 |
|
| Medtronic SHS (MDT) | 0.0 | $206k | -20% | 2.4k | 86.29 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.0 | $205k | -7% | 8.6k | 23.85 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $203k | 1.2k | 166.98 |
|
|
| Sql Technologies Corporation (SKYX) | 0.0 | $119k | 103k | 1.15 |
|
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $28k | 24k | 1.18 |
|
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 Q3 filed Oct. 30, 2026
- Third View Private Wealth 2026 Q2 filed July 27, 2026
- Third View Private Wealth 2026 Q1 filed April 15, 2026
- Third View Private Wealth 2025 Q4 filed Jan. 23, 2026