Third View Private Wealth

Third View Private Wealth as of March 31, 2026

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