Third View Private Wealth, Llc Portfolio Stock Holdings
Third View Private Wealth, Llc disclosed 267 stock positions valued at approximately $730.3 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ISHARES TR, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 267
- Portfolio Value
- $730.3M
Holdings by Sector
Third View Private Wealth, Llc Portfolio Holdings in Q1 2026
258 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.23% | 260,972 | +13,216 | +5.33% | $45,513,518 |
| ISHARES TR | TLT | Other | 4.06% | 342,204 | +31,792 | +10.24% | $29,665,622 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.61% | 126,525 | +9,082 | +7.73% | $26,351,259 |
| META PLATFORMS INC | META | Communication Services | 3.56% | 45,435 | +3,336 | +7.92% | $25,994,952 |
| MICROSOFT CORP | MSFT | Technology | 3.49% | 68,951 | +6,642 | +10.66% | $25,523,750 |
| ALPHABET INC | GOOGL | Communication Services | 3.23% | 81,977 | +4,453 | +5.74% | $23,573,400 |
| TESLA INC | TSLA | Consumer Cyclical | 3.16% | 62,158 | +4,430 | +7.67% | $23,107,109 |
| VISA INC | V | Financial Services | 2.49% | 60,069 | +3,584 | +6.35% | $18,155,135 |
| NETFLIX INC. | NFLX | Communication Services | 2.45% | 186,439 | +13,186 | +7.61% | $17,926,143 |
| APPLE INC | AAPL | Technology | 2.43% | 69,876 | -341 | -0.49% | $17,733,741 |
| ALPHABET INC | GOOG | Communication Services | 2.42% | 61,561 | +3,323 | +5.71% | $17,661,230 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.17% | 24,352 | +379 | +1.58% | $15,836,955 |
| VANGUARD INDEX FDS | VUG | Other | 1.90% | 31,773 | +3,705 | +13.20% | $13,878,032 |
| BOEING CO | BA | Industrials | 1.75% | 64,071 | +6,233 | +10.78% | $12,752,081 |
| ORACLE CORP | ORCL | Technology | 1.63% | 80,838 | -3,789 | -4.48% | $11,892,103 |
| ANALOG DEVICES INC | ADI | Technology | 1.25% | 28,704 | +126 | +0.44% | $9,131,865 |
| EXXON MOBIL CORP | XOM | Energy | 1.24% | 53,425 | -6,802 | -11.29% | $9,064,135 |
| WILLIAMS COS INC | WMB | Energy | 1.20% | 120,649 | +24,675 | +25.71% | $8,780,834 |
| SHOPIFY INC | SHOP | Technology | 1.15% | 70,697 | +4,826 | +7.33% | $8,386,099 |
| BROADCOM INC | AVGO | Technology | 1.15% | 27,062 | +987 | +3.79% | $8,375,861 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.09% | 109,733 | +6,836 | +6.64% | $7,951,227 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.03% | 16,901 | +1,184 | +7.53% | $7,547,119 |
| DISNEY WALT CO | DIS | Communication Services | 1.01% | 76,633 | +4,913 | +6.85% | $7,385,880 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.98% | 24,263 | +915 | +3.92% | $7,137,490 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.82% | 7,777 | +628 | +8.78% | $6,008,841 |
| AUTODESK INC | ADSK | Technology | 0.81% | 24,759 | +1,714 | +7.44% | $5,927,269 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.81% | 52,914 | +25,943 | +96.19% | $5,895,703 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.81% | 20,268 | -857 | -4.06% | $5,887,724 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.80% | 21,548 | +834 | +4.03% | $5,867,577 |
| TEXAS INSTRS INC | TXN | Technology | 0.75% | 28,256 | +2,030 | +7.74% | $5,485,691 |
| SALESFORCE INC | CRM | Technology | 0.68% | 26,652 | +1,562 | +6.23% | $4,975,206 |
| COCA COLA CO | KO | Consumer Defensive | 0.67% | 64,153 | +2,862 | +4.67% | $4,878,838 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.63% | 26,426 | +12,651 | +91.84% | $4,583,555 |
| LINDE PLC | LIN | Other | 0.61% | 8,927 | +503 | +5.97% | $4,425,734 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 17,947 | +1,036 | +6.13% | $4,386,988 |
| UNION PAC CORP | UNP | Industrials | 0.59% | 17,644 | +913 | +5.46% | $4,280,904 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.58% | 27,084 | +1,360 | +5.29% | $4,258,354 |
| BLACKSTONE INC | BX | Financial Services | 0.57% | 36,047 | +27,236 | +309.11% | $4,145,052 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.57% | 143,862 | +7,505 | +5.50% | $4,130,279 |
| SEMPRA | SRE | Utilities | 0.56% | 41,947 | +3,613 | +9.43% | $4,076,010 |
| T-MOBILE US INC | TMUS | Communication Services | 0.55% | 18,961 | +1,436 | +8.19% | $3,982,312 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.54% | 14,532 | +2,026 | +16.20% | $3,936,398 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.54% | 22,770 | +7,522 | +49.33% | $3,929,701 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.51% | 7,543 | +542 | +7.74% | $3,708,694 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.50% | 40,866 | +3,637 | +9.77% | $3,661,544 |
| NOVARTIS AG | NVS | Healthcare | 0.50% | 23,830 | +1,446 | +6.46% | $3,640,068 |
| HALEON PLC | HLN | Healthcare | 0.50% | 362,422 | +20,042 | +5.85% | $3,627,848 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.48% | 10,438 | +6,528 | +166.96% | $3,527,540 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.48% | 17,188 | +6,481 | +60.53% | $3,492,265 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.48% | 7,556 | +333 | +4.61% | $3,483,290 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.47% | 11,719 | +502 | +4.48% | $3,418,089 |
| WASTE MGMT INC DEL | WM | Industrials | 0.47% | 14,829 | +562 | +3.94% | $3,407,623 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 0.47% | 23,739 | +1,443 | +6.47% | $3,400,105 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.46% | 18,245 | +828 | +4.75% | $3,328,346 |
| DEERE & CO | DE | Industrials | 0.44% | 5,710 | +331 | +6.15% | $3,216,688 |
| METLIFE INC | MET | Financial Services | 0.43% | 44,637 | +2,607 | +6.20% | $3,156,699 |
| BROOKFIELD CORP | BN | Financial Services | 0.42% | 76,269 | +4,179 | +5.80% | $3,086,617 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.41% | 9,964 | -1,902 | -16.03% | $3,029,969 |
| QUALCOMM INC | QCOM | Technology | 0.41% | 23,239 | +954 | +4.28% | $2,992,754 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.40% | 80,438 | +10,363 | +14.79% | $2,956,100 |
| HEICO CORP NEW | HEI-A | Industrials | 0.40% | 13,915 | +489 | +3.64% | $2,937,317 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.40% | 2,515 | +64 | +2.61% | $2,914,784 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 8,734 | +540 | +6.59% | $2,872,399 |
| SEI INVTS CO | SEIC | Financial Services | 0.39% | 36,505 | +2,276 | +6.65% | $2,864,538 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.39% | 19,595 | +1,128 | +6.11% | $2,830,254 |
| TE CONNECTIVITY PLC | TEL | Other | 0.39% | 13,475 | +547 | +4.23% | $2,816,565 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.39% | 2,826 | +15 | +0.53% | $2,815,582 |
| CVS HEALTH CORP | CVS | Healthcare | 0.38% | 38,783 | +3,888 | +11.14% | $2,785,387 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.38% | 30,144 | +1,499 | +5.23% | $2,782,593 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.38% | 13,320 | +720 | +5.71% | $2,771,813 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.38% | 7,955 | -2,211 | -21.75% | $2,745,698 |
| HONEYWELL INTL INC | HON | Industrials | 0.37% | 12,088 | +10,937 | +950.22% | $2,732,255 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.37% | 11,233 | +3,133 | +38.68% | $2,669,208 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 0.35% | 16,651 | +2,055 | +14.08% | $2,539,444 |
| KKR & CO INC | KKR | Financial Services | 0.35% | 27,242 | +2,719 | +11.09% | $2,519,891 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.34% | 16,179 | +1,056 | +6.98% | $2,515,433 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 5,023 | +73 | +1.47% | $2,406,979 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.32% | 3,977 | +90 | +2.32% | $2,341,189 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.31% | 11,713 | +790 | +7.23% | $2,288,726 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 11,786 | -4,839 | -29.11% | $2,273,560 |
| MARKEL GROUP INC | MKL | Financial Services | 0.31% | 1,182 | +26 | +2.25% | $2,262,431 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.30% | 36,685 | -13,157 | -26.40% | $2,156,368 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.29% | 8,882 | +116 | +1.32% | $2,152,886 |
| CBRE GROUP INC | CBRE | Real Estate | 0.26% | 14,239 | +1,148 | +8.77% | $1,928,815 |
| SPDR SERIES TRUST | SPYG | Other | 0.26% | 19,238 | -2,385 | -11.03% | $1,883,597 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.26% | 24,336 | +24,336 | +100.00% | $1,875,819 |
| COPART INC | CPRT | Industrials | 0.25% | 54,205 | +2,038 | +3.91% | $1,799,606 |
| PG&E CORP | PCG | Utilities | 0.25% | 102,104 | +11,505 | +12.70% | $1,793,970 |
| BLOCK INC | SQ | Technology | 0.24% | 29,328 | +1,481 | +5.32% | $1,764,946 |
| BROOKFIELD INFRASTRUCTURE CO | BIPC | Other | 0.23% | 42,348 | +2,681 | +6.76% | $1,673,611 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.22% | 10,950 | +3,471 | +46.41% | $1,601,766 |
| NIKE INC | NKE | Consumer Cyclical | 0.22% | 29,906 | +2,597 | +9.51% | $1,579,612 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 3,062 | +108 | +3.66% | $1,529,959 |
| SPDR SERIES TRUST | BIL | Other | 0.21% | 16,430 | +2,272 | +16.05% | $1,505,645 |
| WATERS CORP | WAT | Healthcare | 0.21% | 5,045 | +3,638 | +258.56% | $1,502,401 |
| DTE ENERGY CO | DTE | Utilities | 0.20% | 10,194 | -2,151 | -17.42% | $1,490,505 |
| ILLUMINA INC | ILMN | Healthcare | 0.20% | 12,019 | -4,188 | -25.84% | $1,481,425 |
| BROWN & BROWN INC | BRO | Financial Services | 0.20% | 22,569 | +2,704 | +13.61% | $1,471,729 |
| SPDR SERIES TRUST | SPYV | Other | 0.19% | 25,129 | -3,282 | -11.55% | $1,421,799 |
| VANGUARD INDEX FDS | VOO | Other | 0.19% | 2,356 | +544 | +30.02% | $1,407,558 |