Third View Private Wealth Increases Exposure to Growth ETFs, Holds Steady on Tech Giants
Third View Private Wealth's portfolio saw significant changes in Q2 2026 with notable additions to exchange-traded funds like VUG and OTIS alongside continued investment in NVIDIA.
Third View Private Wealth has made several noteworthy adjustments to its portfolio during the second quarter of 2026, as evidenced by detailed holdings data. The firm demonstrated a clear preference for growth-oriented positions while also maintaining significant stakes in established technology leaders.
Prominent Purchases This Quarter
The most striking addition appears to be Vanguard's VUG ETF, which experienced a massive increase of 524.88% in its share count during the quarter, boosting its portfolio allocation from an unknown prior level to approximately 2.11%. This significant stake build-up suggests strong conviction in growth-oriented index funds.
Third View also showed substantial buying activity in OTIS Worldwide Corp, increasing its position by 128.19%. This investor interest comes at a time when the industrial equipment sector is facing headwinds, making this purchase particularly noteworthy.
Furthermore, the firm invested heavily in PIMCO ETF TR, acquiring all 27,964 shares held today (representing a 100% increase). This move adds diversification into fixed income strategies.
Continued Investment in Key Tech Players
The investor maintained strong positions in several technology leaders this quarter. NVIDIA Corporation's portfolio allocation increased from 7.35% to an unchanged level, indicating sustained confidence despite recent market volatility.
Microsoft Corp (MSFT) also saw a significant increase in its share count by 16.59%, reinforcing Third View's commitment to this dominant software company.
Mixed Activity with Established Tech and ETFs
In contrast, the investor slightly reduced its position in Qualcomm Inc (down 89.13%) while simultaneously increasing holdings in Alphabet's parent company (Google LLC, symbol GOOG) by a modest 3.68%. This selective approach highlights nuanced decision-making.
The allocation for Alphabet Inc (GOOG) remained unchanged at approximately 2.78%, while the position in NVIDIA Corporation was maintained despite a slight increase in share count.
Strategic Shifts and Exits
The investor also divested from several holdings during Q2, including significant exits from Qualcomm Inc, which saw its portfolio allocation drop by 89.13%. Similarly, the position in Copart Inc (CPRT) decreased sharply by 77.71%, though this stock's impact was minimal due to its small allocation.
Diversification into Industrials and Energy
Beyond technology, Third View increased exposure in the industrials sector through Haleon PLC (up 13.8%) and OTIS Worldwide Corp, while adding to its energy holdings via a stake in Exxon Mobil Corporation (XOM). The position in XOM increased by 24.9%, suggesting confidence in the energy sector's prospects.
No Such Activity Disclosed for Certain Sectors
For sectors like Industrials (excluding OTIS and Haleon), Technology (excluding specific large caps mentioned), Consumer Defensive, Healthcare, Financial Services, Basic Materials, and Communication Services (excluding the ones listed), no significant disclosed activity was reported by Third View Private Wealth during this period.