Third View Private Wealth, LLC Top Holdings and 13F Report (2026) About Third View Private Wealth, LLCInvestment ActivityThird View Private Wealth, LLC has $848.60 million in total holdings as of September 30, 2026.Third View Private Wealth, LLC owns shares of 271 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 8.35% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Third View Private Wealth, LLC has purchased 288 new stocks and bought additional shares in 131 stocks.Third View Private Wealth, LLC sold shares of 105 stocks and completely divested from 36 stocks this quarter.Largest Holdings NVIDIA $70,065,951Microsoft $42,425,392Meta Platforms $34,910,053Amazon.com $33,027,808Alphabet $28,642,055 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $10,509,885 Holding808524201 - Schwab US Large-Cap ETF $3,518,714 Holding808524797 - Schwab US Dividend Equity ETF $1,194,223 Holding808524508 - Schwab U.S. Mid-Cap ETF $1,089,900 Holding040413205 - ARISTA NETWORKS INC $359,744 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 64,577 shares (about $10.51M)Monster Beverage 109,714 shares (about $4.57M)Vanguard S&P 500 ETF 5,543 shares (about $3.89M)Schwab US Large-Cap ETF 117,290 shares (about $3.52M)Kinder Morgan 109,471 shares (about $3.30M) Largest Sales this Quarter RTX 8,911 shares (about $1.65M)O'Reilly Automotive 12,170 shares (about $1.04M)Veeva Systems 3,341 shares (about $953.69K)Vulcan Materials 3,331 shares (about $814.88K)Hilton Worldwide 2,415 shares (about $768.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThird View Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$70,065,951$2,048,343 ▲3.0%306,7958.3%TechnologyMSFTMicrosoft$42,425,392$1,191,975 ▲2.9%82,7175.0%TechnologyMETAMeta Platforms$34,910,053$1,055,859 ▲3.1%48,1404.1%Communication ServicesAMZNAmazon.com$33,027,808$1,025,252 ▲3.2%132,5623.9%Consumer DiscretionaryGOOGLAlphabet$28,642,055$30,279 ▲0.1%83,2423.4%Communication ServicesAAPLApple$27,480,009$883,831 ▲3.3%82,5183.2%TechnologyTLTiShares 20+ Year Treasury Bond ETF$26,787,074$133,626 ▲0.5%344,3953.2%ETFSPYSPDR S&P 500 ETF Trust$23,168,141$2,587,626 ▲12.6%30,3792.7%ETFGOOGAlphabet$22,720,274$971,794 ▲4.5%66,6792.7%Communication ServicesVVisa$22,332,302$416,462 ▲1.9%62,1502.6%FinanceTSLATesla$22,058,416$23,417 ▲0.1%62,1702.6%Consumer DiscretionaryVUGVanguard Growth ETF$19,079,413$1,188,639 ▲6.6%211,7352.2%ETFNFLXNetflix$12,845,233$175,759 ▼-1.3%184,6111.5%Communication ServicesBABoeing$11,775,318$239,819 ▼-2.0%63,2911.4%IndustrialsADIAnalog Devices$11,381,975$19,042 ▲0.2%28,6911.3%TechnologyORCLOracle$10,990,795$227,919 ▼-2.0%80,0491.3%TechnologyEXXONMOBIL HOLDINGS CORP$10,509,885$10,509,885 ▲New Holding64,5771.2%COM SHSSHOPIFY INC$10,331,494$85,273 ▼-0.8%69,6661.2%CL A SUB VTG SHSVRTXVertex Pharmaceuticals$9,415,456$74,763 ▲0.8%18,0091.1%HealthcareMNSTMonster Beverage$9,137,058$4,566,302 ▲99.9%219,5351.1%Consumer StaplesWMBWilliams Companies$8,465,910$244,691 ▲3.0%124,5541.0%EnergyAVGOBroadcom$7,871,208$500,796 ▲6.8%22,4130.9%TechnologyTSMTaiwan Semiconductor Manufacturing$7,667,670$1,375,874 ▲21.9%16,8080.9%TechnologyJPMJPMorgan Chase & Co.$7,653,810$542,565 ▼-6.6%23,1350.9%FinanceDISWalt Disney$7,461,448$77,521 ▼-1.0%71,1290.9%Communication ServicesVOOVanguard S&P 500 ETF$6,708,201$3,885,023 ▲137.6%9,5710.8%ETFAPOApollo Global Management$6,536,053$274,134 ▲4.4%56,3160.8%FinanceREGNRegeneron Pharmaceuticals$5,984,310$102,367 ▼-1.7%7,8920.7%HealthcareKOCoca-Cola$5,849,746$175,173 ▲3.1%67,9570.7%Consumer StaplesCRMSalesforce$5,693,635$128,331 ▼-2.2%24,8010.7%TechnologyMARSH & MCLENNAN COS INC$5,506,368$44,902 ▲0.8%32,2520.6%COMADSKAutodesk$5,322,185$114,532 ▲2.2%25,4650.6%TechnologyAPDAir Products and Chemicals$5,314,287$23,372 ▲0.4%19,1000.6%MaterialsAMTAmerican Tower$5,161,718$1,647,402 ▲46.9%31,5330.6%Real EstateUNILEVER PLC$4,975,172$134,881 ▲2.8%81,9230.6%SPON ADR NEWBXBlackstone$4,933,227$165,222 ▲3.5%44,0110.6%FinanceTMOThermo Fisher Scientific$4,894,6190.0%7,2510.6%HealthcareTXNTexas Instruments$4,834,362$54,618 ▲1.1%17,2600.6%TechnologyJNJJohnson & Johnson$4,822,283$214,706 ▲4.7%18,2150.6%HealthcareUNPUnion Pacific$4,621,465$78,916 ▲1.7%16,9830.5%IndustrialsOTISOtis Worldwide$4,486,535$914,635 ▲25.6%69,7530.5%IndustrialsVMCVulcan Materials$4,409,279$814,875 ▼-15.6%18,0240.5%MaterialsADPAutomatic Data Processing$4,399,965$140,902 ▲3.3%17,0500.5%IndustrialsTMUST-Mobile US$4,122,267$1,172,689 ▲39.8%25,2780.5%Communication ServicesLINDE PLC$4,118,629$104,900 ▲2.6%8,6770.5%SHSBDXBecton, Dickinson and Company$4,102,989$637,411 ▼-13.4%22,9220.5%HealthcareEXPDExpeditors International of Washington$4,101,949$58,715 ▼-1.4%22,2160.5%IndustrialsMETMetLife$4,077,776$120,901 ▲3.1%43,3070.5%FinancePSAPublic Storage$4,074,295$132,934 ▲3.4%14,4050.5%Real EstateSPACE EXPLORATION TECHN CORP$4,037,022$2,086,247 ▲106.9%26,7600.5%CLASS A COM STKTRVTravelers Companies$3,943,622$101,603 ▲2.6%11,0620.5%FinanceBRK.BBerkshire Hathaway$3,920,316$99,589 ▲2.6%7,8730.5%FinanceHLNHaleon$3,883,511$171,648 ▲4.6%431,5010.5%Consumer StaplesKMIKinder Morgan$3,812,528$3,300,551 ▲644.7%126,4520.4%EnergyCRWDCrowdStrike$3,682,408$2,808,203 ▲321.2%13,9090.4%TechnologyDEDeere & Company$3,645,493$18,805 ▲0.5%5,4280.4%IndustrialsSBUXStarbucks$3,618,522$53,558 ▼-1.5%38,5110.4%Consumer DiscretionaryMUMicron Technology$3,615,377$1,657,492 ▲84.7%3,3940.4%TechnologyHONEYWELL AEROSPACE INC$3,577,947$2,707,171 ▲310.9%23,0880.4%COMSCHXSchwab US Large-Cap ETF$3,518,714$3,518,714 ▲New Holding117,2900.4%ETFSEICSEI Investments$3,504,932$13,038 ▼-0.4%34,1410.4%FinanceCMCSAComcast$3,499,804$100,792 ▲3.0%160,8370.4%Communication ServicesQQQMInvesco NASDAQ 100 ETF$3,427,534$5,484 ▲0.2%11,2510.4%ETFSRESempra Energy$3,409,762$362,205 ▲11.9%43,7370.4%UtilitiesCOFCapital One Financial$3,387,791$62,168 ▲1.9%17,5470.4%FinanceNVSNovartis$3,220,689$49,330 ▼-1.5%22,5900.4%HealthcareNVONovo Nordisk A/S$3,208,729$395,438 ▲14.1%84,6410.4%HealthcareCVSCVS Health$3,082,856$136,932 ▼-4.3%35,9770.4%HealthcareISRGIntuitive Surgical$3,015,975$37,410 ▼-1.2%7,4170.4%HealthcareWMWaste Management$2,913,271$26,714 ▲0.9%14,2860.3%IndustrialsPNCThe PNC Financial Services Group$2,772,329$16,892 ▲0.6%12,4730.3%FinanceCOSTCostco Wholesale$2,767,580$9,104 ▼-0.3%3,0400.3%Consumer StaplesPGProcter & Gamble$2,715,976$63,632 ▲2.4%18,6950.3%Consumer StaplesTE CONNECTIVITY PLC$2,678,211$15,831 ▲0.6%12,6880.3%ORD SHSAZNCFAstraZeneca$2,677,403$60,714 ▲2.3%16,5810.3%HealthcarePALANTIR TECHNOLOGIES INC$2,621,157$155,066 ▲6.3%14,0130.3%CL AHEI.AHeico$2,489,484$410,994 ▼-14.2%10,9030.3%IndustrialsHDHome Depot$2,381,109$73,681 ▲3.2%8,3700.3%Consumer DiscretionaryLLYEli Lilly and Company$2,371,265$128,458 ▲5.7%2,0490.3%HealthcareAMDAdvanced Micro Devices$2,259,058$621,501 ▲38.0%3,6930.3%TechnologyLYVLive Nation Entertainment$2,197,683$605,078 ▼-21.6%12,9810.3%Communication ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$2,137,907$152,127 ▼-6.6%17,3700.3%ETFILMNIllumina$2,074,412$4,926 ▼-0.2%7,5800.2%HealthcareTDGTransdigm Group$2,063,436$712,351 ▼-25.7%1,9060.2%IndustrialsODFLOld Dominion Freight Line$2,015,856$106,390 ▲5.6%11,5960.2%IndustrialsMRVLMarvell Technology$2,006,939$28,006 ▲1.4%7,5960.2%TechnologyKKRKKR & Co. Inc.$2,005,066$605,053 ▼-23.2%21,9610.2%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,001,960$528,222 ▼-20.9%22,1260.2%ETFBLACKROCK ETF TRUST$1,993,939$768,072 ▲62.7%42,2530.2%ISHA I IN TE ETFBLOCK INC$1,967,500$55,147 ▼-2.7%26,7580.2%CL AYUMYum! Brands$1,963,669$108,388 ▼-5.2%14,4030.2%Consumer DiscretionaryBNBrookfield$1,953,765$440,506 ▼-18.4%53,5870.2%FinancePANWPalo Alto Networks$1,901,923$65,953 ▲3.6%4,7870.2%TechnologyMAMastercard$1,876,101$145,037 ▲8.4%3,4020.2%FinanceIBMInternational Business Machines$1,858,255$120,086 ▼-6.1%8,4490.2%TechnologyHLTHilton Worldwide$1,818,813$768,311 ▼-29.7%5,7170.2%Consumer DiscretionarySPYVSPDR Portfolio S&P 500 Value ETF$1,702,498$94,753 ▼-5.3%27,8500.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,682,969$108,410 ▲6.9%18,3650.2%ETFKLACKLA$1,624,352$29,824 ▲1.9%8,3330.2%TechnologyBACBank of America$1,614,625$77,509 ▲5.0%29,6640.2%FinanceShowing largest 100 holdings. View all holdings. 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