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
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.35% | 297,826 | +36,854 | +14.12% | $59,591,986 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.78% | 128,447 | +1,922 | +1.52% | $30,613,940 |
| MICROSOFT CORP | MSFT | Technology | 3.70% | 80,393 | +11,442 | +16.59% | $29,988,367 |
| ALPHABET INC | GOOGL | Communication Services | 3.67% | 83,154 | +1,177 | +1.44% | $29,716,879 |
| ISHARES TR | TLT | Other | 3.65% | 342,677 | +473 | +0.14% | $29,614,154 |
| META PLATFORMS INC | META | Communication Services | 3.24% | 46,684 | +1,249 | +2.75% | $26,296,414 |
| TESLA INC | TSLA | Consumer Cyclical | 3.22% | 62,104 | -54 | -0.09% | $26,120,799 |
| ALPHABET INC | GOOG | Communication Services | 2.78% | 63,827 | +2,266 | +3.68% | $22,552,055 |
| APPLE INC | AAPL | Technology | 2.73% | 76,464 | +6,588 | +9.43% | $22,125,620 |
| VISA INC | V | Financial Services | 2.58% | 60,991 | +922 | +1.53% | $20,925,313 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.20% | 23,886 | -466 | -1.91% | $17,837,377 |
| VANGUARD INDEX FDS | VUG | Other | 2.11% | 198,544 | +166,771 | +524.88% | $17,102,563 |
| BOEING CO | BA | Industrials | 1.72% | 64,580 | +509 | +0.79% | $13,979,665 |
| NETFLIX INC. | NFLX | Communication Services | 1.65% | 187,137 | +698 | +0.37% | $13,361,582 |
| ORACLE CORP | ORCL | Technology | 1.48% | 81,709 | +871 | +1.08% | $11,974,410 |
| ANALOG DEVICES INC | ADI | Technology | 1.40% | 28,643 | -61 | -0.21% | $11,376,109 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.30% | 109,821 | +88 | +0.08% | $10,555,960 |
| EXXON MOBIL CORP | XOM | Energy | 1.13% | 66,729 | +13,304 | +24.90% | $9,123,133 |
| WILLIAMS COS INC | WMB | Energy | 1.11% | 120,954 | +305 | +0.25% | $8,991,742 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.09% | 17,866 | +965 | +5.71% | $8,874,741 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.00% | 24,775 | +512 | +2.11% | $8,109,723 |
| SHOPIFY INC | SHOP | Technology | 0.99% | 70,241 | -456 | -0.65% | $8,020,138 |
| BROADCOM INC | AVGO | Technology | 0.98% | 20,987 | -6,075 | -22.45% | $7,927,720 |
| DISNEY WALT CO | DIS | Communication Services | 0.85% | 71,868 | -4,765 | -6.22% | $6,917,285 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.81% | 13,792 | +3,354 | +32.13% | $6,586,673 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.79% | 53,954 | +1,040 | +1.97% | $6,383,292 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.78% | 21,355 | -193 | -0.90% | $6,300,010 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.69% | 19,016 | -1,252 | -6.18% | $5,575,197 |
| COCA COLA CO | KO | Consumer Defensive | 0.66% | 65,922 | +1,769 | +2.76% | $5,357,457 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.66% | 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