Third View Private Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Third View Private Wealth, Llc disclosed 269 stock positions valued at approximately $843.41M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and META PLATFORMS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 269
- Portfolio Value
- $843.41M
Holdings by Sector
Third View Private Wealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 8.31% | 306,795 | +8,969 | +3.01% | $70,065,951 |
| MICROSOFT CORP | MSFT | Technology | 5.03% | 82,717 | +2,324 | +2.89% | $42,425,392 |
| META PLATFORMS INC | META | Communication Services | 4.14% | 48,140 | +1,456 | +3.12% | $34,910,053 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.92% | 132,562 | +4,115 | +3.20% | $33,027,808 |
| ALPHABET INC | GOOGL | Communication Services | 3.40% | 83,242 | +88 | +0.11% | $28,642,055 |
| ISHARES TR | TLT | Other | 3.18% | 344,395 | +1,718 | +0.50% | $26,787,074 |
| APPLE INC | AAPL | Technology | 3.12% | 79,118 | +2,654 | +3.47% | $26,347,741 |
| ALPHABET INC | GOOG | Communication Services | 2.69% | 66,679 | +2,852 | +4.47% | $22,720,274 |
| VISA INC | V | Financial Services | 2.65% | 62,150 | +1,159 | +1.90% | $22,332,302 |
| TESLA INC | TSLA | Consumer Cyclical | 2.62% | 62,170 | +66 | +0.11% | $22,058,416 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.27% | 25,079 | +1,193 | +4.99% | $19,126,202 |
| VANGUARD INDEX FDS | VUG | Other | 2.26% | 211,735 | +13,191 | +6.64% | $19,079,413 |
| NETFLIX INC. | NFLX | Communication Services | 1.52% | 184,611 | -2,526 | -1.35% | $12,845,233 |
| BOEING CO | BA | Industrials | 1.40% | 63,291 | -1,289 | -2.00% | $11,775,318 |
| ANALOG DEVICES INC | ADI | Technology | 1.35% | 28,691 | +48 | +0.17% | $11,381,975 |
| ORACLE CORP | ORCL | Technology | 1.30% | 80,049 | -1,660 | -2.03% | $10,990,795 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.25% | 64,577 | -2,152 | -3.22% | $10,509,885 |
| SHOPIFY INC | SHOP | Technology | 1.22% | 69,666 | -575 | -0.82% | $10,331,494 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.12% | 18,009 | +143 | +0.80% | $9,415,456 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.08% | 219,535 | +109,714 | +99.90% | $9,137,058 |
| WILLIAMS COS INC | WMB | Energy | 1.00% | 124,554 | +3,600 | +2.98% | $8,465,910 |
| BROADCOM INC | AVGO | Technology | 0.93% | 22,413 | +1,426 | +6.79% | $7,871,208 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.91% | 16,808 | +3,016 | +21.87% | $7,667,670 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.91% | 23,135 | -1,640 | -6.62% | $7,653,810 |
| DISNEY WALT CO | DIS | Communication Services | 0.88% | 71,129 | -739 | -1.03% | $7,461,448 |
| VANGUARD INDEX FDS | VOO | Other | 0.80% | 9,571 | +5,543 | +137.61% | $6,708,201 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.77% | 56,316 | +2,362 | +4.38% | $6,536,053 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.71% | 7,892 | -135 | -1.68% | $5,984,310 |
| COCA COLA CO | KO | Consumer Defensive | 0.69% | 67,957 | +2,035 | +3.09% | $5,849,746 |
| SALESFORCE INC | CRM | Technology | 0.67% | 24,701 | -559 | -2.21% | $5,670,678 |
Showing 30 of 269 holdings in the latest reporting period.
Third View Private Wealth, Llc Options Holdings in Q3 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.