Third View Private Wealth, LLC Top Holdings and 13F Report (2026) About Third View Private Wealth, LLCInvestment ActivityThird View Private Wealth, LLC has $730.32 million in total holdings as of March 31, 2026.Third View Private Wealth, LLC owns shares of 267 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 9.98% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Third View Private Wealth, LLC has purchased 269 new stocks and bought additional shares in 157 stocks.Third View Private Wealth, LLC sold shares of 73 stocks and completely divested from 29 stocks this quarter.Largest Holdings NVIDIA $45,513,518iShares 20+ Year Treasury Bond ETF $29,665,622Amazon.com $26,351,259Meta Platforms $25,994,952Microsoft $25,523,750 Largest New Holdings this Quarter G0593M107 - AstraZeneca $3,562,680 Holding68902V107 - Otis Worldwide $1,875,819 Holding166764100 - Chevron $574,959 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $571,230 Holding922908629 - Vanguard Mid-Cap ETF $533,519 Holding Largest Purchases this Quarter AstraZeneca 18,064 shares (about $3.56M)Blackstone 27,236 shares (about $3.13M)Apollo Global Management 25,943 shares (about $2.89M)iShares 20+ Year Treasury Bond ETF 31,792 shares (about $2.76M)Honeywell International 10,937 shares (about $2.47M) Largest Sales this Quarter Northrop Grumman 4,652 shares (about $3.17M)ExxonMobil 6,802 shares (about $1.15M)RTX 4,839 shares (about $933.46K)Freeport-McMoRan 13,157 shares (about $773.38K)L3Harris Technologies 2,211 shares (about $763.13K) 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$45,513,518$2,304,870 ▲5.3%260,9726.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$29,665,622$2,756,045 ▲10.2%342,2044.1%ETFAMZNAmazon.com$26,351,259$1,891,501 ▲7.7%126,5253.6%Retail/WholesaleMETAMeta Platforms$25,994,952$1,908,642 ▲7.9%45,4353.6%Computer and TechnologyMSFTMicrosoft$25,523,750$2,458,684 ▲10.7%68,9513.5%Computer and TechnologyGOOGLAlphabet$23,573,400$1,280,510 ▲5.7%81,9773.2%Computer and TechnologyTSLATesla$23,107,109$1,646,843 ▲7.7%62,1583.2%Auto/Tires/TrucksVVisa$18,155,135$1,083,221 ▲6.3%60,0692.5%Business ServicesNFLXNetflix$17,926,143$1,267,836 ▲7.6%186,4392.5%Consumer DiscretionaryAAPLApple$17,733,741$86,542 ▼-0.5%69,8762.4%Computer and TechnologyGOOGAlphabet$17,661,230$953,335 ▲5.7%61,5612.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,836,955$246,477 ▲1.6%24,3522.2%FinanceVUGVanguard Growth ETF$13,878,032$1,618,296 ▲13.2%31,7731.9%ETFBABoeing$12,752,081$1,240,557 ▲10.8%64,0711.7%AerospaceORCLOracle$11,892,103$557,401 ▼-4.5%80,8381.6%Computer and TechnologyADIAnalog Devices$9,131,865$40,086 ▲0.4%28,7041.3%Computer and TechnologyXOMExxonMobil$9,064,135$1,154,034 ▼-11.3%53,4251.2%EnergyWMBWilliams Companies$8,780,834$1,795,846 ▲25.7%120,6491.2%EnergySHOPIFY INC$8,386,099$572,462 ▲7.3%70,6971.1%CL A SUB VTG SHSAVGOBroadcom$8,375,861$305,483 ▲3.8%27,0621.1%Computer and TechnologyMNSTMonster Beverage$7,951,227$495,335 ▲6.6%109,7331.1%Consumer StaplesVRTXVertex Pharmaceuticals$7,547,119$528,714 ▲7.5%16,9011.0%MedicalDISWalt Disney$7,385,880$473,514 ▲6.9%76,6331.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$7,137,490$269,167 ▲3.9%24,2631.0%FinanceREGNRegeneron Pharmaceuticals$6,008,841$485,220 ▲8.8%7,7770.8%MedicalADSKAutodesk$5,927,269$410,329 ▲7.4%24,7590.8%Computer and TechnologyAPOApollo Global Management$5,895,703$2,890,581 ▲96.2%52,9140.8%FinanceAPDAir Products and Chemicals$5,887,724$248,953 ▼-4.1%20,2680.8%Basic MaterialsVMCVulcan Materials$5,867,577$227,100 ▲4.0%21,5480.8%ConstructionTXNTexas Instruments$5,485,691$394,109 ▲7.7%28,2560.8%Computer and TechnologyCRMSalesforce$4,975,206$291,583 ▲6.2%26,6520.7%Computer and TechnologyKOCocaCola$4,878,838$217,655 ▲4.7%64,1530.7%Consumer StaplesMARSH & MCLENNAN COS INC$4,583,555$2,194,299 ▲91.8%26,4260.6%COMLINDE PLC$4,425,734$249,372 ▲6.0%8,9270.6%SHSJNJJohnson & Johnson$4,386,988$253,241 ▲6.1%17,9470.6%MedicalUNPUnion Pacific$4,280,904$221,518 ▲5.5%17,6440.6%TransportationBDXBecton, Dickinson and Company$4,258,354$213,830 ▲5.3%27,0840.6%MedicalBXBlackstone$4,145,052$3,131,873 ▲309.1%36,0470.6%FinanceCMCSAComcast$4,130,279$215,469 ▲5.5%143,8620.6%Consumer DiscretionarySRESempra Energy$4,076,010$351,077 ▲9.4%41,9470.6%UtilitiesTMUST-Mobile US$3,982,312$301,598 ▲8.2%18,9610.5%Computer and TechnologyPSAPublic Storage$3,936,398$548,799 ▲16.2%14,5320.5%FinanceAMTAmerican Tower$3,929,701$1,298,165 ▲49.3%22,7700.5%FinanceUNILEVER PLC$3,916,688$212,156 ▲5.7%68,7500.5%SPON ADR NEWTMOThermo Fisher Scientific$3,708,694$266,487 ▲7.7%7,5430.5%MedicalSBUXStarbucks$3,661,544$325,871 ▲9.8%40,8660.5%Retail/WholesaleNVSNovartis$3,640,068$220,879 ▲6.5%23,8300.5%MedicalHLNHaleon$3,627,848$200,621 ▲5.9%362,4220.5%MedicalAZNCFAstraZeneca$3,562,680$3,562,680 ▲New Holding18,0640.5%MedicalTSMTaiwan Semiconductor Manufacturing$3,527,540$2,206,149 ▲167.0%10,4380.5%Computer and TechnologyADPAutomatic Data Processing$3,492,265$1,316,812 ▲60.5%17,1880.5%Computer and TechnologyISRGIntuitive Surgical$3,483,290$153,512 ▲4.6%7,5560.5%MedicalTRVTravelers Companies$3,418,089$146,419 ▲4.5%11,7190.5%FinanceWMWaste Management$3,407,623$129,145 ▲3.9%14,8290.5%Business ServicesEXPDExpeditors International of Washington$3,400,105$206,679 ▲6.5%23,7390.5%TransportationCOFCapital One Financial$3,328,346$151,048 ▲4.8%18,2450.5%FinanceDEDeere & Company$3,216,688$186,467 ▲6.2%5,7100.4%IndustrialsMETMetLife$3,156,699$184,365 ▲6.2%44,6370.4%FinanceBNBrookfield$3,086,617$169,125 ▲5.8%76,2690.4%FinanceHLTHilton Worldwide$3,029,969$578,382 ▼-16.0%9,9640.4%Consumer DiscretionaryQCOMQualcomm$2,992,754$122,858 ▲4.3%23,2390.4%Computer and TechnologyNVONovo Nordisk A/S$2,956,100$380,841 ▲14.8%80,4380.4%MedicalHEI.AHeico$2,937,317$103,223 ▲3.6%13,9150.4%AerospaceTDGTransdigm Group$2,914,784$74,173 ▲2.6%2,5150.4%AerospaceHDHome Depot$2,872,399$177,593 ▲6.6%8,7340.4%Retail/WholesaleSEICSEI Investments$2,864,538$178,597 ▲6.6%36,5050.4%FinancePGProcter & Gamble$2,830,254$162,926 ▲6.1%19,5950.4%Consumer StaplesTE CONNECTIVITY PLC$2,816,565$114,335 ▲4.2%13,4750.4%ORD SHSCOSTCostco Wholesale$2,815,582$14,945 ▲0.5%2,8260.4%Retail/WholesaleCVSCVS Health$2,785,387$279,235 ▲11.1%38,7830.4%MedicalORLYO'Reilly Automotive$2,782,593$138,373 ▲5.2%30,1440.4%Retail/WholesalePNCThe PNC Financial Services Group$2,771,813$149,828 ▲5.7%13,3200.4%FinanceLHXL3Harris Technologies$2,745,698$763,135 ▼-21.7%7,9550.4%AerospaceHONHoneywell International$2,732,255$2,472,094 ▲950.2%12,0880.4%Multi-Sector ConglomeratesQQQMInvesco NASDAQ 100 ETF$2,669,208$744,470 ▲38.7%11,2330.4%ETFLYVLive Nation Entertainment$2,539,444$313,408 ▲14.1%16,6510.3%Consumer DiscretionaryKKRKKR & Co. Inc.$2,519,891$251,508 ▲11.1%27,2420.3%FinanceYUMYum! Brands$2,515,433$164,182 ▲7.0%16,1790.3%Retail/WholesaleBRK.BBerkshire Hathaway$2,406,979$34,981 ▲1.5%5,0230.3%FinanceMLMMartin Marietta Materials$2,341,189$52,981 ▲2.3%3,9770.3%ConstructionODFLOld Dominion Freight Line$2,288,726$154,366 ▲7.2%11,7130.3%TransportationRTXRTX$2,273,560$933,460 ▼-29.1%11,7860.3%AerospaceMKLMarkel Group$2,262,431$49,766 ▲2.2%1,1820.3%Multi-Sector ConglomeratesFCXFreeport-McMoRan$2,156,368$773,377 ▼-26.4%36,6850.3%Basic MaterialsIBMInternational Business Machines$2,152,886$28,117 ▲1.3%8,8820.3%Computer and TechnologyCBRECBRE Group$1,928,815$155,508 ▲8.8%14,2390.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,883,597$233,516 ▼-11.0%19,2380.3%ETFOTISOtis Worldwide$1,875,819$1,875,819 ▲New Holding24,3360.3%IndustrialsCPRTCopart$1,799,606$67,662 ▲3.9%54,2050.2%Business ServicesPCGPacific Gas & Electric$1,793,970$202,143 ▲12.7%102,1040.2%UtilitiesBLOCK INC$1,764,946$89,126 ▲5.3%29,3280.2%CL ABROOKFIELD INFRASTRUCTURE CO$1,673,611$105,954 ▲6.8%42,3480.2%COM SUB VTG APALANTIR TECHNOLOGIES INC$1,601,766$507,738 ▲46.4%10,9500.2%CL ANKENIKE$1,579,612$137,172 ▲9.5%29,9060.2%Consumer DiscretionaryMAMastercard$1,529,959$53,963 ▲3.7%3,0620.2%Business ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,505,645$208,206 ▲16.0%16,4300.2%ETFWATWaters$1,502,401$1,083,396 ▲258.6%5,0450.2%MedicalDTEDTE Energy$1,490,505$314,506 ▼-17.4%10,1940.2%UtilitiesILMNIllumina$1,481,425$516,200 ▼-25.8%12,0190.2%MedicalBROBrown & Brown$1,471,729$176,328 ▲13.6%22,5690.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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