Third View Private Wealth, LLC Top Holdings and 13F Report (2026) About Third View Private Wealth, LLCInvestment ActivityThird View Private Wealth, LLC has $814.14 million in total holdings as of June 30, 2026.Third View Private Wealth, LLC owns shares of 288 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 10.72% of the portfolio was purchased this quarter.About 5.89% of the portfolio was sold this quarter.This quarter, Third View Private Wealth, LLC has purchased 267 new stocks and bought additional shares in 85 stocks.Third View Private Wealth, LLC sold shares of 143 stocks and completely divested from 26 stocks this quarter.Largest Holdings NVIDIA $59,591,986Amazon.com $30,613,940Microsoft $29,988,367Alphabet $29,716,879iShares 20+ Year Treasury Bond ETF $29,614,154 Largest New Holdings this Quarter 72201R783 - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $2,615,193 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $2,209,385 Holding595112103 - Micron Technology $2,121,585 Holding007903107 - Advanced Micro Devices $1,555,264 Holding09290C780 - BLACKROCK ETF TRUST $1,369,529 Holding Largest Purchases this Quarter Vanguard Growth ETF 166,771 shares (about $14.37M)NVIDIA 36,854 shares (about $7.37M)Microsoft 11,442 shares (about $4.27M)Apple 9,988 shares (about $2.89M)PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 27,964 shares (about $2.62M) Largest Sales this Quarter Qualcomm 20,712 shares (about $3.83M)Texas Instruments 11,191 shares (about $3.34M)Broadcom 6,075 shares (about $2.29M)L3Harris Technologies 6,860 shares (about $1.99M)UnitedHealth Group 3,425 shares (about $1.42M) 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$59,591,986$7,374,115 â–²14.1%297,8267.3%TechnologyAMZNAmazon.com$30,613,940$458,088 â–²1.5%128,4473.8%Consumer DiscretionaryMSFTMicrosoft$29,988,367$4,268,119 â–²16.6%80,3933.7%TechnologyGOOGLAlphabet$29,716,879$420,626 â–²1.4%83,1543.7%Communication ServicesTLTiShares 20+ Year Treasury Bond ETF$29,614,154$40,877 â–²0.1%342,6773.6%ETFMETAMeta Platforms$26,296,414$703,543 â–²2.7%46,6843.2%Communication ServicesTSLATesla$26,120,799$22,712 â–¼-0.1%62,1043.2%Consumer DiscretionaryAAPLApple$23,109,444$2,890,127 â–²14.3%79,8642.8%TechnologyGOOGAlphabet$22,552,055$800,648 â–²3.7%63,8272.8%Communication ServicesVVisa$20,925,313$316,328 â–²1.5%60,9912.6%FinanceSPYSPDR S&P 500 ETF Trust$20,152,364$1,966,995 â–²10.8%26,9862.5%ETFVUGVanguard Growth ETF$17,102,563$14,365,640 â–²524.9%198,5442.1%ETFBABoeing$13,979,665$110,183 â–²0.8%64,5801.7%IndustrialsNFLXNetflix$13,361,582$49,837 â–²0.4%187,1371.6%Communication ServicesORCLOracle$11,974,410$127,645 â–²1.1%81,7091.5%TechnologyADIAnalog Devices$11,376,109$24,227 â–¼-0.2%28,6431.4%TechnologyMNSTMonster Beverage$10,555,960$8,459 â–²0.1%109,8211.3%Consumer StaplesXOMExxonMobil$9,123,133$1,818,912 â–²24.9%66,7291.1%EnergyWMBWilliams Companies$8,991,742$22,674 â–²0.3%120,9541.1%EnergyVRTXVertex Pharmaceuticals$8,874,741$479,353 â–²5.7%17,8661.1%HealthcareJPMJPMorgan Chase & Co.$8,109,723$167,595 â–²2.1%24,7751.0%FinanceSHOPIFY INC$8,020,138$52,066 â–¼-0.6%70,2411.0%CL A SUB VTG SHSAVGOBroadcom$7,927,720$2,294,797 â–¼-22.4%20,9871.0%TechnologyDISWalt Disney$6,917,285$458,631 â–¼-6.2%71,8680.8%Communication ServicesTSMTaiwan Semiconductor Manufacturing$6,586,673$1,601,776 â–²32.1%13,7920.8%TechnologyAPOApollo Global Management$6,383,292$123,042 â–²2.0%53,9540.8%FinanceVMCVulcan Materials$6,300,010$56,938 â–¼-0.9%21,3550.8%MaterialsAPDAir Products and Chemicals$5,575,197$367,067 â–¼-6.2%19,0160.7%MaterialsKOCocaCola$5,357,457$143,766 â–²2.8%65,9220.7%Consumer StaplesMARSH & MCLENNAN COS INC$5,331,583$927,181 â–²21.1%31,9890.7%COMTXNTexas Instruments$5,086,565$3,335,702 â–¼-39.6%17,0650.6%TechnologyBXBlackstone$5,005,349$763,681 â–²18.0%42,5370.6%FinanceREGNRegeneron Pharmaceuticals$5,005,182$155,886 â–²3.2%8,0270.6%HealthcareADSKAutodesk$4,844,363$30,718 â–²0.6%24,9170.6%TechnologyUNILEVER PLC$4,791,657$658,430 â–²15.9%79,7020.6%SPON ADR NEWUNPUnion Pacific$4,540,367$258,665 â–¼-5.4%16,6930.6%IndustrialsPSAPublic Storage$4,435,633$190,030 â–¼-4.1%13,9350.5%Real EstateJNJJohnson & Johnson$4,420,127$137,907 â–¼-3.0%17,4040.5%HealthcareLINDE PLC$4,388,250$244,426 â–¼-5.3%8,4560.5%SHSBDXBecton, Dickinson and Company$4,007,621$90,948 â–¼-2.2%26,4830.5%HealthcareSBUXStarbucks$3,993,688$182,409 â–¼-4.4%39,0810.5%Consumer DiscretionaryOTISOtis Worldwide$3,976,172$2,233,710 â–²128.2%55,5330.5%IndustrialsCRMSalesforce$3,972,936$202,407 â–¼-4.8%25,3600.5%TechnologyCVSCVS Health$3,887,177$124,969 â–¼-3.1%37,5750.5%HealthcareHLNHaleon$3,847,961$466,565 â–²13.8%412,4290.5%Consumer StaplesBRK.BBerkshire Hathaway$3,839,448$1,326,018 â–²52.8%7,6730.5%FinanceCMCSAComcast$3,834,826$303,020 â–²8.6%156,2050.5%Communication ServicesADPAutomatic Data Processing$3,696,093$153,183 â–¼-4.0%16,5040.5%IndustrialsEXPDExpeditors International of Washington$3,672,580$196,390 â–¼-5.1%22,5340.5%IndustrialsTMOThermo Fisher Scientific$3,635,230$146,392 â–¼-3.9%7,2510.4%HealthcareSRESempra Energy$3,624,104$264,778 â–¼-6.8%39,0910.4%UtilitiesNVSNovartis$3,594,566$140,109 â–¼-3.8%22,9360.4%HealthcareNVONovo Nordisk A/S$3,557,650$298,572 â–¼-7.7%74,2100.4%HealthcareTRVTravelers Companies$3,557,600$310,964 â–¼-8.0%10,7770.4%FinanceMETMetLife$3,555,544$221,169 â–¼-5.9%42,0230.4%FinanceAMTAmerican Tower$3,511,750$212,809 â–¼-5.7%21,4690.4%Real EstateCOFCapital One Financial$3,455,656$204,631 â–¼-5.6%17,2250.4%FinanceDEDeere & Company$3,425,672$196,659 â–¼-5.4%5,4000.4%IndustrialsTDGTransdigm Group$3,415,351$65,270 â–²1.9%2,5640.4%IndustrialsQQQMInvesco NASDAQ 100 ETF$3,403,2910.0%11,2330.4%ETFHEI.AHeico$3,276,231$312,587 â–¼-8.7%12,7030.4%IndustrialsWMWaste Management$3,154,937$150,224 â–¼-4.5%14,1550.4%IndustrialsAZNCFAstraZeneca$3,072,873$352,513 â–¼-10.3%16,2050.4%HealthcarePNCThe PNC Financial Services Group$3,052,466$227,267 â–¼-6.9%12,3970.4%FinanceTMUST-Mobile US$3,033,654$146,592 â–¼-4.6%18,0870.4%Communication ServicesLYVLive Nation Entertainment$3,031,386$17,579 â–¼-0.6%16,5550.4%Communication ServicesSEICSEI Investments$3,005,661$196,208 â–¼-6.1%34,2680.4%FinanceISRGIntuitive Surgical$2,986,179$18,691 â–¼-0.6%7,5090.4%HealthcareHDHome Depot$2,860,622$219,722 â–¼-7.1%8,1110.4%Consumer DiscretionaryCOSTCostco Wholesale$2,853,508$209,569 â–²7.9%3,0500.4%Consumer StaplesBNBrookfield$2,796,859$451,457 â–¼-13.9%65,6690.3%FinanceVOOVanguard S&P 500 ETF$2,766,202$1,148,235 â–²71.0%4,0280.3%ETFHLTHilton Worldwide$2,687,427$605,431 â–¼-18.4%8,1320.3%Consumer DiscretionaryPGProcter & Gamble$2,677,166$196,201 â–¼-6.8%18,2570.3%Consumer StaplesKKRKKR & Co. Inc.$2,623,824$123,537 â–²4.9%28,5880.3%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,615,193$2,615,193 â–²New Holding27,9640.3%ETFTE CONNECTIVITY PLC$2,542,930$173,789 â–¼-6.4%12,6130.3%ORD SHSIBMInternational Business Machines$2,529,459$31,776 â–²1.3%8,9950.3%TechnologyCRWDCrowdStrike$2,519,888$1,095,869 â–²77.0%3,3020.3%TechnologyKLACKLA$2,467,988$2,270,971 â–²1,152.7%8,1800.3%TechnologyYUMYum! Brands$2,429,490$156,819 â–¼-6.1%15,1980.3%Consumer DiscretionaryODFLOld Dominion Freight Line$2,379,142$157,902 â–¼-6.2%10,9840.3%IndustrialsRTXRTX$2,372,236$136,039 â–²6.1%12,5030.3%IndustrialsLLYEli Lilly and Company$2,324,919$824,159 â–²54.9%1,9380.3%HealthcareORLYO'Reilly Automotive$2,291,844$484,117 â–¼-17.4%24,8870.3%Consumer DiscretionaryMRVLMarvell Technology$2,231,196$456,665 â–²25.7%7,4900.3%TechnologyMLMMartin Marietta Materials$2,226,651$66,898 â–¼-2.9%3,8610.3%MaterialsSPYGSPDR Portfolio S&P 500 Growth ETF$2,213,934$75,202 â–¼-3.3%18,6060.3%ETFSPACE EXPLORATION TECHN CORP$2,209,385$2,209,385 â–²New Holding12,9310.3%CLASS A COM STKMUMicron Technology$2,121,585$2,121,585 â–²New Holding1,8380.3%TechnologyBLOCK INC$2,090,592$138,319 â–¼-6.2%27,5080.3%CL AMKLMarkel Group$1,990,117$318,341 â–¼-13.8%1,0190.2%FinanceCBRECBRE Group$1,868,554$49,297 â–¼-2.6%13,8730.2%Real EstateSPYVSPDR Portfolio S&P 500 Value ETF$1,787,226$259,634 â–²17.0%29,4000.2%ETFMAMastercard$1,612,190$39,547 â–²2.5%3,1390.2%FinanceBACBank of America$1,609,106$77,150 â–²5.0%28,2400.2%FinancePCGPacific Gas & Electric$1,607,543$109,852 â–¼-6.4%95,5730.2%UtilitiesPANWPalo Alto Networks$1,575,853$484,248 â–²44.4%4,6210.2%TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,574,558$68,913 â–²4.6%17,1820.2%ETFAMDAdvanced Micro Devices$1,555,264$1,555,264 â–²New Holding2,6770.2%TechnologyShowing largest 100 holdings. 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