Third View Private Wealth, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Third View Private Wealth, Llc disclosed 276 stock positions valued at approximately $810.82M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
276
Portfolio Value
$810.82M
Holdings by Sector
Third View Private Wealth, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology7.35%297,826+36,854+14.12%$59,591,986
AMAZON COM INCAMZNConsumer Cyclical3.78%128,447+1,922+1.52%$30,613,940
MICROSOFT CORPMSFTTechnology3.70%80,393+11,442+16.59%$29,988,367
ALPHABET INCGOOGLCommunication Services3.67%83,154+1,177+1.44%$29,716,879
ISHARES TRTLTOther3.65%342,677+473+0.14%$29,614,154
META PLATFORMS INCMETACommunication Services3.24%46,684+1,249+2.75%$26,296,414
TESLA INCTSLAConsumer Cyclical3.22%62,104-54-0.09%$26,120,799
ALPHABET INCGOOGCommunication Services2.78%63,827+2,266+3.68%$22,552,055
APPLE INCAAPLTechnology2.73%76,464+6,588+9.43%$22,125,620
VISA INCVFinancial Services2.58%60,991+922+1.53%$20,925,313
STATE STR SPDR S&P 500 ETF TSPYOther2.20%23,886-466-1.91%$17,837,377
VANGUARD INDEX FDSVUGOther2.11%198,544+166,771+524.88%$17,102,563
BOEING COBAIndustrials1.72%64,580+509+0.79%$13,979,665
NETFLIX INC.NFLXCommunication Services1.65%187,137+698+0.37%$13,361,582
ORACLE CORPORCLTechnology1.48%81,709+871+1.08%$11,974,410
ANALOG DEVICES INCADITechnology1.40%28,643-61-0.21%$11,376,109
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive1.30%109,821+88+0.08%$10,555,960
EXXON MOBIL CORPXOMEnergy1.13%66,729+13,304+24.90%$9,123,133
WILLIAMS COS INCWMBEnergy1.11%120,954+305+0.25%$8,991,742
VERTEX PHARMACEUTICALS INCVRTXHealthcare1.09%17,866+965+5.71%$8,874,741
JPMORGAN CHASE & COJPMFinancial Services1.00%24,775+512+2.11%$8,109,723
SHOPIFY INCSHOPTechnology0.99%70,241-456-0.65%$8,020,138
BROADCOM INCAVGOTechnology0.98%20,987-6,075-22.45%$7,927,720
DISNEY WALT CODISCommunication Services0.85%71,868-4,765-6.22%$6,917,285
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.81%13,792+3,354+32.13%$6,586,673
APOLLO GLOBAL MGMT INCAPOFinancial Services0.79%53,954+1,040+1.97%$6,383,292
VULCAN MATLS COVMCBasic Materials0.78%21,355-193-0.90%$6,300,010
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.69%19,016-1,252-6.18%$5,575,197
COCA COLA COKOConsumer Defensive0.66%65,922+1,769+2.76%$5,357,457
MARSH & MCLENNAN COS INCMMCFinancial Services0.66%31,989+5,563+21.05%$5,331,583
Showing 30 of 276 holdings in the latest reporting period.
Third View Private Wealth, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SPYSPDR S&P 500PUT3,100$2,314,987
Q2 2026AAPLApple Inc.PUT3,400$983,824
Q2 2026CRMSalesforce, Inc.CALL100$15,666
Showing 3 of 3 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.