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, AMZN, MSFT, GOOGL, TLT, and represent 22.05% of Third View Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$14M), NVDA (+$7.4M), MSFT, AAPL, HYS, KLAC, OTIS, SPCX, MU, SPY.
- Started 47 new stock positions in GEV, LITE, ENLT, STRL, BAI, UCTT, UMC, PWR, SNDK, WELL.
- Reduced shares in these 10 stocks: QCOM, TXN, Honeywell International, AVGO, LHX, DTE, UNH, WAT, PYPL, CPRT.
- Sold out of its positions in BABA, ATEC, ARHS, ATO, BLK, CCC, CERT, DTE, DHR, DEO.
- Third View Private Wealth was a net buyer of stock by $39M.
- Third View Private Wealth has $814M in assets under management (AUM), dropping by 11.48%.
- Central Index Key (CIK): 0002083406
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Portfolio Holdings for Third View Private Wealth
Third View Private Wealth holds 288 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.3 | $60M | +14% | 298k | 200.09 |
|
| Amazon (AMZN) | 3.8 | $31M | 128k | 238.34 |
|
|
| Microsoft Corporation (MSFT) | 3.7 | $30M | +16% | 80k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $30M | 83k | 357.37 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.6 | $30M | 343k | 86.42 |
|
|
| Meta Platforms Cl A (META) | 3.2 | $26M | +2% | 47k | 563.29 |
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| Tesla Motors (TSLA) | 3.2 | $26M | 62k | 420.60 |
|
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| Apple Put Option (AAPL) | 2.8 | $23M | +14% | 80k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $23M | +3% | 64k | 353.33 |
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| Visa Com Cl A (V) | 2.6 | $21M | 61k | 343.09 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $20M | +10% | 27k | 746.77 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $17M | +524% | 199k | 86.14 |
|
| Boeing Company (BA) | 1.7 | $14M | 65k | 216.47 |
|
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| Netflix (NFLX) | 1.6 | $13M | 187k | 71.40 |
|
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| Oracle Corporation (ORCL) | 1.5 | $12M | 82k | 146.55 |
|
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| Analog Devices (ADI) | 1.4 | $11M | 29k | 397.17 |
|
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| Monster Beverage Corp (MNST) | 1.3 | $11M | 110k | 96.12 |
|
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| Exxon Mobil Corporation (XOM) | 1.1 | $9.1M | +24% | 67k | 136.72 |
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| Williams Companies (WMB) | 1.1 | $9.0M | 121k | 74.34 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $8.9M | +5% | 18k | 496.74 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $8.1M | +2% | 25k | 327.33 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $8.0M | 70k | 114.18 |
|
|
| Broadcom (AVGO) | 1.0 | $7.9M | -22% | 21k | 377.74 |
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| Walt Disney Company (DIS) | 0.8 | $6.9M | -6% | 72k | 96.25 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $6.6M | +32% | 14k | 477.57 |
|
| Apollo Global Mgmt (APO) | 0.8 | $6.4M | 54k | 118.31 |
|
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| Vulcan Materials Company (VMC) | 0.8 | $6.3M | 21k | 295.01 |
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| Air Products & Chemicals (APD) | 0.7 | $5.6M | -6% | 19k | 293.18 |
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| Coca-Cola Company (KO) | 0.7 | $5.4M | +2% | 66k | 81.27 |
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| Marsh & McLennan Companies (MRSH) | 0.7 | $5.3M | +21% | 32k | 166.67 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $5.1M | -39% | 17k | 298.07 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $5.0M | +18% | 43k | 117.67 |
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| Regeneron Pharmaceuticals (REGN) | 0.6 | $5.0M | +3% | 8.0k | 623.54 |
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| Autodesk (ADSK) | 0.6 | $4.8M | 25k | 194.42 |
|
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| Unilever Spon Adr New (UL) | 0.6 | $4.8M | +15% | 80k | 60.12 |
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| Union Pacific Corporation (UNP) | 0.6 | $4.5M | -5% | 17k | 271.99 |
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| Public Storage (PSA) | 0.5 | $4.4M | -4% | 14k | 318.31 |
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| Johnson & Johnson (JNJ) | 0.5 | $4.4M | -3% | 17k | 253.97 |
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| Linde SHS (LIN) | 0.5 | $4.4M | -5% | 8.5k | 518.95 |
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| Becton, Dickinson and (BDX) | 0.5 | $4.0M | -2% | 27k | 151.33 |
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| Starbucks Corporation (SBUX) | 0.5 | $4.0M | -4% | 39k | 102.19 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $4.0M | +128% | 56k | 71.60 |
|
| salesforce (CRM) | 0.5 | $4.0M | -4% | 25k | 156.66 |
|
| CVS Caremark Corporation (CVS) | 0.5 | $3.9M | -3% | 38k | 103.45 |
|
| Haleon Spon Ads (HLN) | 0.5 | $3.8M | +13% | 412k | 9.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.8M | +52% | 7.7k | 500.38 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $3.8M | +8% | 156k | 24.55 |
|
| Automatic Data Processing (ADP) | 0.5 | $3.7M | -3% | 17k | 223.95 |
|
| Expeditors International of Washington (EXPD) | 0.5 | $3.7M | -5% | 23k | 162.98 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $3.6M | -3% | 7.3k | 501.34 |
|
| Sempra Energy (SRE) | 0.4 | $3.6M | -6% | 39k | 92.71 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $3.6M | -3% | 23k | 156.72 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $3.6M | -7% | 74k | 47.94 |
|
| Travelers Companies (TRV) | 0.4 | $3.6M | -8% | 11k | 330.11 |
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| MetLife (MET) | 0.4 | $3.6M | -5% | 42k | 84.61 |
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| American Tower Reit (AMT) | 0.4 | $3.5M | -5% | 22k | 163.57 |
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| Capital One Financial (COF) | 0.4 | $3.5M | -5% | 17k | 200.62 |
|
| Deere & Company (DE) | 0.4 | $3.4M | -5% | 5.4k | 634.38 |
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| TransDigm Group Incorporated (TDG) | 0.4 | $3.4M | 2.6k | 1332.04 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $3.4M | 11k | 302.97 |
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| Heico Corp Cl A (HEI.A) | 0.4 | $3.3M | -8% | 13k | 257.91 |
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| Waste Management (WM) | 0.4 | $3.2M | -4% | 14k | 222.88 |
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| Astrazeneca Ord (AZN) | 0.4 | $3.1M | -10% | 16k | 189.62 |
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| PNC Financial Services (PNC) | 0.4 | $3.1M | -6% | 12k | 246.23 |
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| Metropcs Communications (TMUS) | 0.4 | $3.0M | -4% | 18k | 167.73 |
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| Live Nation Entertainment (LYV) | 0.4 | $3.0M | 17k | 183.11 |
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| SEI Investments Company (SEIC) | 0.4 | $3.0M | -6% | 34k | 87.71 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $3.0M | 7.5k | 397.68 |
|
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| Home Depot (HD) | 0.4 | $2.9M | -7% | 8.1k | 352.68 |
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| Costco Wholesale Corporation (COST) | 0.4 | $2.9M | +7% | 3.1k | 935.58 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $2.8M | -13% | 66k | 42.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.8M | +70% | 4.0k | 686.74 |
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $2.7M | -18% | 8.1k | 330.48 |
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| Procter & Gamble Company (PG) | 0.3 | $2.7M | -6% | 18k | 146.64 |
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| Kkr & Co (KKR) | 0.3 | $2.6M | +4% | 29k | 91.78 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $2.6M | NEW | 28k | 93.52 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $2.5M | -6% | 13k | 201.61 |
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| International Business Machines (IBM) | 0.3 | $2.5M | 9.0k | 281.21 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.5M | +76% | 3.3k | 763.14 |
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| Kla Corp Com New (KLAC) | 0.3 | $2.5M | +1152% | 8.2k | 301.71 |
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| Yum! Brands (YUM) | 0.3 | $2.4M | -6% | 15k | 159.86 |
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| Old Dominion Freight Line (ODFL) | 0.3 | $2.4M | -6% | 11k | 216.60 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $2.4M | +6% | 13k | 189.73 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.3M | +54% | 1.9k | 1199.65 |
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| O'reilly Automotive (ORLY) | 0.3 | $2.3M | -17% | 25k | 92.09 |
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| Marvell Technology (MRVL) | 0.3 | $2.2M | +25% | 7.5k | 297.89 |
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| Martin Marietta Materials (MLM) | 0.3 | $2.2M | -2% | 3.9k | 576.70 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $2.2M | -3% | 19k | 118.99 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.3 | $2.2M | NEW | 13k | 170.86 |
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| Micron Technology (MU) | 0.3 | $2.1M | NEW | 1.8k | 1154.29 |
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| Block Cl A (XYZ) | 0.3 | $2.1M | -6% | 28k | 76.00 |
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| Markel Corporation (MKL) | 0.2 | $2.0M | -13% | 1.0k | 1953.01 |
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| Cbre Group Cl A (CBRE) | 0.2 | $1.9M | -2% | 14k | 134.69 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $1.8M | +16% | 29k | 60.79 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | +2% | 3.1k | 513.60 |
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| Bank of America Corporation (BAC) | 0.2 | $1.6M | +5% | 28k | 56.98 |
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| PG&E Corporation (PCG) | 0.2 | $1.6M | -6% | 96k | 16.82 |
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| Palo Alto Networks (PANW) | 0.2 | $1.6M | +44% | 4.6k | 341.02 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $1.6M | +4% | 17k | 91.64 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.6M | NEW | 2.7k | 580.97 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.5M | +20% | 13k | 116.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.4M | 1.9k | 736.29 |
|
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.2 | $1.4M | NEW | 26k | 52.72 |
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| Msci (MSCI) | 0.2 | $1.3M | -6% | 2.4k | 560.09 |
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| Illumina (ILMN) | 0.2 | $1.3M | -36% | 7.6k | 175.82 |
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| FactSet Research Systems (FDS) | 0.2 | $1.3M | -5% | 5.8k | 230.08 |
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| Entegris (ENTG) | 0.2 | $1.3M | -12% | 7.3k | 179.86 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.3M | 5.7k | 229.57 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | +6% | 3.5k | 370.09 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $1.3M | -21% | 33k | 38.50 |
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| Honeywell International (HON) | 0.2 | $1.3M | NEW | 5.7k | 223.91 |
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| Honeywell Aerospace (HONA) | 0.2 | $1.2M | NEW | 5.6k | 221.06 |
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| Roundhill Etf Trust Memory Etf | 0.1 | $1.2M | NEW | 16k | 73.85 |
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| Nike CL B (NKE) | 0.1 | $1.2M | 30k | 41.05 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | -9% | 10k | 117.46 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $1.1M | -50% | 18k | 62.89 |
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| United Rentals (URI) | 0.1 | $1.1M | +14% | 990.00 | 1132.96 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | +11% | 1.5k | 723.00 |
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| TJX Companies (TJX) | 0.1 | $1.1M | 7.2k | 151.50 |
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| Synchrony Financial (SYF) | 0.1 | $1.1M | 14k | 76.05 |
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| Brown & Brown (BRO) | 0.1 | $1.1M | -25% | 17k | 64.15 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | -13% | 1.1k | 978.12 |
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| Abbvie (ABBV) | 0.1 | $1.1M | +40% | 4.3k | 251.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +4% | 9.5k | 113.26 |
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| Ameriprise Financial (AMP) | 0.1 | $1.1M | -9% | 2.3k | 458.76 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $1.1M | -19% | 3.7k | 281.68 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $1.0M | -7% | 5.4k | 193.84 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.0M | NEW | 4.9k | 212.76 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $1.0M | 10k | 103.22 |
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| Workday Cl A (WDAY) | 0.1 | $1.0M | -3% | 8.4k | 122.42 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.0M | +70% | 506.00 | 1989.44 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $987k | -8% | 5.6k | 177.47 |
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| Snowflake Com Shs (SNOW) | 0.1 | $984k | 3.9k | 254.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $978k | NEW | 9.9k | 98.98 |
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| Goldman Sachs (GS) | 0.1 | $978k | +112% | 967.00 | 1011.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $953k | -18% | 12k | 77.11 |
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| General Dynamics Corporation (GD) | 0.1 | $906k | +26% | 2.6k | 354.17 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $895k | -12% | 9.4k | 95.14 |
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| Lennar Corp Cl A (LEN) | 0.1 | $891k | -23% | 9.8k | 90.49 |
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| Corteva (CTVA) | 0.1 | $882k | -5% | 10k | 84.69 |
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| IDEXX Laboratories (IDXX) | 0.1 | $873k | -8% | 1.7k | 526.44 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $872k | +11% | 904.00 | 964.51 |
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| American Express Company (AXP) | 0.1 | $864k | +12% | 2.6k | 338.25 |
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| Ge Vernova (GEV) | 0.1 | $851k | NEW | 724.00 | 1174.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $831k | 1.1k | 748.89 |
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| Citigroup Com New (C) | 0.1 | $816k | +12% | 5.8k | 139.96 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $786k | +11% | 18k | 44.85 |
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| Moody's Corporation (MCO) | 0.1 | $766k | +45% | 1.7k | 452.92 |
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| Roper Industries (ROP) | 0.1 | $729k | -26% | 2.2k | 338.39 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $721k | 1.7k | 426.40 |
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| Fastenal Company (FAST) | 0.1 | $711k | -17% | 15k | 48.03 |
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| Edwards Lifesciences (EW) | 0.1 | $709k | +67% | 7.8k | 90.46 |
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| Merck & Co (MRK) | 0.1 | $708k | -8% | 5.5k | 128.50 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $704k | -3% | 9.7k | 72.28 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $699k | 12k | 57.67 |
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| Fair Isaac Corporation (FICO) | 0.1 | $697k | -32% | 583.00 | 1194.78 |
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| Sandisk Corp (SNDK) | 0.1 | $684k | NEW | 301.00 | 2273.73 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $681k | NEW | 12k | 58.98 |
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| Tyler Technologies (TYL) | 0.1 | $666k | -5% | 2.3k | 292.46 |
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| Sunbelt Rentals Holdings SHS (SUNB) | 0.1 | $638k | -2% | 8.5k | 74.81 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $633k | -4% | 5.7k | 111.32 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $620k | +17% | 12k | 50.95 |
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| Perimeter Solutions Common Stock (PRM) | 0.1 | $619k | -6% | 17k | 35.65 |
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| Allstate Corporation (ALL) | 0.1 | $610k | +19% | 2.6k | 237.94 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $585k | NEW | 1.4k | 433.21 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $579k | NEW | 4.3k | 136.31 |
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| Ametek (AME) | 0.1 | $566k | -21% | 2.3k | 241.94 |
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| Sterling Construction Company (STRL) | 0.1 | $546k | NEW | 651.00 | 839.36 |
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| Kinder Morgan (KMI) | 0.1 | $543k | 17k | 31.97 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $538k | -19% | 27k | 19.89 |
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| UnitedHealth (UNH) | 0.1 | $535k | -72% | 1.3k | 415.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $529k | NEW | 3.8k | 137.53 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $528k | +152% | 1.0k | 509.27 |
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| Intel Corporation (INTC) | 0.1 | $517k | NEW | 3.7k | 139.62 |
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| Welltower Inc Com reit (WELL) | 0.1 | $502k | NEW | 2.2k | 226.97 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.1 | $501k | -4% | 4.5k | 112.09 |
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| Quanta Services (PWR) | 0.1 | $498k | NEW | 691.00 | 720.04 |
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| Floor & Decor Hldgs Cl A (FND) | 0.1 | $494k | -38% | 8.3k | 59.36 |
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| Toast Cl A (TOST) | 0.1 | $491k | +70% | 18k | 27.82 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $490k | +88% | 5.3k | 92.27 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $488k | -12% | 5.0k | 97.06 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $488k | 8.9k | 55.01 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $485k | 2.0k | 242.42 |
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| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $484k | +3% | 12k | 42.13 |
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| Waters Corporation (WAT) | 0.1 | $480k | -74% | 1.3k | 375.04 |
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| Philip Morris International (PM) | 0.1 | $477k | +24% | 2.6k | 180.93 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $476k | -19% | 24k | 20.06 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $473k | -6% | 21k | 22.78 |
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| Southwest Airlines (LUV) | 0.1 | $469k | +25% | 9.1k | 51.42 |
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| Qualcomm (QCOM) | 0.1 | $467k | -89% | 2.5k | 184.79 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $465k | -4% | 3.9k | 118.04 |
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| Progressive Corporation (PGR) | 0.1 | $465k | 2.1k | 218.45 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $458k | +39% | 14k | 33.84 |
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| General Motors Company (GM) | 0.1 | $456k | +12% | 5.9k | 77.08 |
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| Cadence Design Systems (CDNS) | 0.1 | $455k | +8% | 1.2k | 375.32 |
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| Western Digital (WDC) | 0.1 | $446k | NEW | 698.00 | 638.72 |
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| Celestica (CLS) | 0.1 | $444k | -30% | 1.2k | 364.80 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $443k | NEW | 869.00 | 509.46 |
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| CoStar (CSGP) | 0.1 | $432k | -32% | 15k | 28.32 |
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| Nextera Energy (NEE) | 0.1 | $432k | +13% | 4.9k | 87.77 |
|
| Lumentum Hldgs (LITE) | 0.1 | $431k | NEW | 502.00 | 858.06 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.1 | $430k | -6% | 19k | 22.31 |
|
| Amgen (AMGN) | 0.1 | $427k | -16% | 1.2k | 362.12 |
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| Chevron Corporation (CVX) | 0.1 | $420k | -8% | 2.5k | 165.76 |
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| Spdr Series Trust St Str Sp400val (MDYV) | 0.1 | $419k | -3% | 4.4k | 94.85 |
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| Us Bancorp Com New (USB) | 0.1 | $418k | -18% | 6.9k | 60.40 |
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| Prologis (PLD) | 0.1 | $415k | +14% | 3.1k | 135.45 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $409k | NEW | 5.7k | 71.25 |
|
| S&p Global (SPGI) | 0.1 | $408k | +20% | 1.0k | 407.26 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $406k | -38% | 11k | 37.12 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $399k | -17% | 598.00 | 666.90 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $399k | -3% | 3.3k | 119.13 |
|
| Howmet Aerospace (HWM) | 0.0 | $399k | NEW | 1.5k | 268.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $392k | -5% | 2.5k | 158.03 |
|
| Pfizer (PFE) | 0.0 | $386k | -3% | 16k | 24.08 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $385k | -3% | 3.5k | 109.11 |
|
| Ecolab (ECL) | 0.0 | $379k | -17% | 1.4k | 278.61 |
|
| ConocoPhillips (COP) | 0.0 | $379k | +19% | 3.6k | 103.96 |
|
| Dell Technologies CL C (DELL) | 0.0 | $374k | NEW | 867.00 | 431.46 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $370k | NEW | 2.1k | 176.32 |
|
| Microchip Technology (MCHP) | 0.0 | $369k | -14% | 4.0k | 91.20 |
|
| Ross Stores (ROST) | 0.0 | $361k | -26% | 1.7k | 212.87 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $360k | 1.4k | 252.23 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $357k | NEW | 1.6k | 217.93 |
|
| Corning Incorporated (GLW) | 0.0 | $356k | NEW | 1.4k | 255.43 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $355k | NEW | 257.00 | 1382.36 |
|
| Xcel Energy (XEL) | 0.0 | $352k | -19% | 4.4k | 80.30 |
|
| Uber Technologies (UBER) | 0.0 | $347k | -8% | 4.8k | 72.16 |
|
| Copart (CPRT) | 0.0 | $341k | -77% | 12k | 28.19 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $340k | NEW | 693.00 | 490.56 |
|
| Waste Connections (WCN) | 0.0 | $338k | -27% | 2.0k | 166.69 |
|
| Totalenergies Se Act (TTE) | 0.0 | $337k | -9% | 4.3k | 77.76 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $336k | -19% | 3.8k | 87.54 |
|
| Synopsys (SNPS) | 0.0 | $332k | -14% | 745.00 | 446.07 |
|
| Comfort Systems USA (FIX) | 0.0 | $331k | NEW | 167.00 | 1981.95 |
|
| Nrg Energy Com New (NRG) | 0.0 | $331k | NEW | 2.3k | 146.06 |
|
| Valero Energy Corporation (VLO) | 0.0 | $327k | +29% | 1.3k | 260.54 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $324k | 4.6k | 69.90 |
|
|
| L3harris Technologies (LHX) | 0.0 | $318k | -86% | 1.1k | 290.59 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $314k | -5% | 3.0k | 105.64 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $313k | -5% | 7.4k | 42.41 |
|
| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.0 | $312k | NEW | 3.7k | 85.31 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $309k | -2% | 3.2k | 95.62 |
|
| Pulte (PHM) | 0.0 | $307k | +29% | 2.2k | 137.18 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $298k | -8% | 1.9k | 160.35 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $295k | -7% | 5.5k | 53.61 |
|
| Enlight Renewable Energy SHS (ENLT) | 0.0 | $295k | NEW | 3.3k | 89.02 |
|
| Tapestry (TPR) | 0.0 | $293k | 2.0k | 146.38 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $288k | NEW | 3.9k | 73.66 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $287k | -15% | 691.00 | 415.29 |
|
| Baron Etf Tr First Princ Etf (RONB) | 0.0 | $284k | +12% | 12k | 24.40 |
|
| Fabrinet SHS (FN) | 0.0 | $281k | 500.00 | 562.08 |
|
|
| FedEx Corporation (FDX) | 0.0 | $277k | -7% | 886.00 | 313.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $274k | -29% | 744.00 | 368.38 |
|
| Yum China Holdings (YUMC) | 0.0 | $273k | -57% | 6.7k | 40.87 |
|
| Oshkosh Corporation (OSK) | 0.0 | $268k | -15% | 1.7k | 153.48 |
|
| Verisk Analytics (VRSK) | 0.0 | $267k | -22% | 1.5k | 179.53 |
|
| American Electric Power Company (AEP) | 0.0 | $265k | NEW | 1.9k | 136.81 |
|
| Ingersoll Rand (IR) | 0.0 | $262k | +18% | 3.2k | 81.99 |
|
| Ultra Clean Holdings (UCTT) | 0.0 | $262k | NEW | 1.8k | 142.59 |
|
| Flex Ord (FLEX) | 0.0 | $261k | NEW | 1.6k | 162.07 |
|
| Wells Fargo & Company (WFC) | 0.0 | $260k | -21% | 3.2k | 82.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $260k | NEW | 9.0k | 28.96 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $257k | -18% | 1.3k | 205.02 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $256k | NEW | 764.00 | 334.82 |
|
| McKesson Corporation (MCK) | 0.0 | $253k | -11% | 335.00 | 755.01 |
|
| American Intl Group Com New (AIG) | 0.0 | $248k | -27% | 3.3k | 74.53 |
|
| RPM International (RPM) | 0.0 | $246k | -29% | 2.2k | 111.15 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.0 | $243k | -5% | 9.3k | 26.23 |
|
| Alcon Ord Shs (ALC) | 0.0 | $243k | -23% | 3.6k | 67.10 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $242k | NEW | 767.00 | 316.09 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $237k | 4.4k | 54.03 |
|
|
| Medtronic SHS (MDT) | 0.0 | $234k | -18% | 3.0k | 78.23 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $231k | -27% | 1.5k | 154.52 |
|
| Entergy Corporation (ETR) | 0.0 | $230k | 2.0k | 114.84 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $228k | +3% | 3.1k | 73.41 |
|
| Lowe's Companies (LOW) | 0.0 | $226k | -21% | 1.0k | 220.56 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $224k | NEW | 1.2k | 185.23 |
|
| American Water Works (AWK) | 0.0 | $222k | -29% | 1.7k | 131.58 |
|
| Verizon Communications (VZ) | 0.0 | $220k | -32% | 5.2k | 42.34 |
|
| Cme (CME) | 0.0 | $220k | NEW | 996.00 | 220.83 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $215k | NEW | 4.4k | 49.28 |
|
| Argan (AGX) | 0.0 | $214k | NEW | 268.00 | 798.55 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $209k | NEW | 7.7k | 27.21 |
|
| Agnico (AEM) | 0.0 | $209k | -21% | 1.3k | 155.14 |
|
| Sql Technologies Corporation (SKYX) | 0.0 | $114k | -49% | 103k | 1.10 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $54k | -20% | 24k | 2.29 |
|
| Heidmar Maritime Hldgs Corp (HMR) | 0.0 | $13k | 10k | 1.28 |
|
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 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