Third View Private Wealth, LLC
Q2 2026 13F filing
Updated 46 days ago292 disclosed positions worth $814.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $59.6M | 297.8K | 7.32% | Added(+14.1%) |
| 2 | A AMZN AMAZON COM INC | $30.6M | 128.4K | 3.76% | Added(+1.5%) |
| 3 | M MSFT MICROSOFT CORP | $30M | 80.4K | 3.68% | Added(+16.6%) |
| 4 | G GOOGN ALPHABET INC | $29.7M | 83.2K | 3.65% | Added(+1.4%) |
| 5 | E ETHA ISHARES TR | $29.6M | 342.7K | 3.64% | Added(+0.1%) |
| 6 | M META META PLATFORMS INC | $26.3M | 46.7K | 3.23% | Added(+2.8%) |
| 7 | T TSLA TESLA INC | $26.1M | 62.1K | 3.21% | Trimmed(-0.1%) |
| 8 | G GOOGN ALPHABET INC | $22.6M | 63.8K | 2.77% | Added(+3.7%) |
| 9 | A AAPL APPLE INC | $22.1M | 76.5K | 2.72% | Added(+9.4%) |
| 10 | V V VISA INC | $20.9M | 61.0K | 2.57% | Added(+1.5%) |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $17.8M | 23.9K | 2.19% | Trimmed(-1.9%) |
| 12 | V VGES VANGUARD INDEX FDS | $17.1M | 198.5K | 2.10% | Added(+524.9%) |
| 13 | B BA-PA BOEING CO | $14M | 64.6K | 1.72% | Added(+0.8%) |
| 14 | N NFLX NETFLIX INC. | $13.4M | 187.1K | 1.64% | Added(+0.4%) |
| 15 | O ORCL-PD ORACLE CORP | $12M | 81.7K | 1.47% | Added(+1.1%) |
| 16 | A ADI ANALOG DEVICES INC | $11.4M | 28.6K | 1.40% | Trimmed(-0.2%) |
| 17 | M MNST MONSTER BEVERAGE CORP NEW | $10.6M | 109.8K | 1.30% | Added(+0.1%) |
| 18 | X XOM EXXON MOBIL CORP | $9.1M | 66.7K | 1.12% | Added(+24.9%) |
| 19 | F FBTC WILLIAMS COS INC | $9M | 121.0K | 1.10% | Added(+0.3%) |
| 20 | V VRTX VERTEX PHARMACEUTICALS INC | $8.9M | 17.9K | 1.09% | Added(+5.7%) |
| 21 | J JPM-PM JPMORGAN CHASE & CO | $8.1M | 24.8K | 1.00% | Added(+2.1%) |
| 22 | S SHOP SHOPIFY INC | $8M | 70.2K | 0.99% | Trimmed(-0.7%) |
| 23 | A AVGO BROADCOM INC | $7.9M | 21.0K | 0.97% | Trimmed(-22.4%) |
| 24 | D DIS DISNEY WALT CO | $6.9M | 71.9K | 0.85% | Trimmed(-6.2%) |
| 25 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $6.6M | 13.8K | 0.81% | Added(+32.1%) |
| 26 | A APOS APOLLO GLOBAL MGMT INC | $6.4M | 54.0K | 0.78% | Added(+2.0%) |
| 27 | V VMC VULCAN MATLS CO | $6.3M | 21.4K | 0.77% | Trimmed(-0.9%) |
| 28 | A APD AIR PRODUCTS AND CHEMICALS I | $5.6M | 19.0K | 0.68% | Trimmed(-6.2%) |
| 29 | K KO COCA COLA CO | $5.4M | 65.9K | 0.66% | Added(+2.8%) |
| 30 | M MRSH MARSH & MCLENNAN COS INC | $5.3M | 32.0K | 0.65% | Added(+21.1%) |
| 31 | T TXN TEXAS INSTRS INC | $5.1M | 17.1K | 0.62% | Trimmed(-39.6%) |
| 32 | B BX BLACKSTONE INC | $5M | 42.5K | 0.61% | Added(+18.0%) |
| 33 | R REGN REGENERON PHARMACEUTICALS | $5M | 8.0K | 0.61% | Added(+3.2%) |
| 34 | A ADSK AUTODESK INC | $4.8M | 24.9K | 0.59% | Added(+0.6%) |
| 35 | U UNLYF UNILEVER PLC | $4.8M | 79.7K | 0.59% | Added(+15.9%) |
| 36 | U UNP UNION PAC CORP | $4.5M | 16.7K | 0.56% | Trimmed(-5.4%) |
| 37 | P PSA-PS PUBLIC STORAGE | $4.4M | 13.9K | 0.54% | Trimmed(-4.1%) |
| 38 | J JNJ JOHNSON & JOHNSON | $4.4M | 17.4K | 0.54% | Trimmed(-3.0%) |
| 39 | L LIN LINDE PLC | $4.4M | 8.5K | 0.54% | Trimmed(-5.3%) |
| 40 | B BDX BECTON DICKINSON & CO | $4M | 26.5K | 0.49% | Trimmed(-2.2%) |
| 41 | S SBUX STARBUCKS CORP | $4M | 39.1K | 0.49% | Trimmed(-4.4%) |
| 42 | O OTIS OTIS WORLDWIDE CORP | $4M | 55.5K | 0.49% | Added(+128.2%) |
| 43 | C CRM SALESFORCE INC | $4M | 25.3K | 0.49% | Trimmed(-5.2%) |
| 44 | C CVS CVS HEALTH CORP | $3.9M | 37.6K | 0.48% | Trimmed(-3.1%) |
| 45 | H HLNCF HALEON PLC | $3.8M | 412.4K | 0.47% | Added(+13.8%) |
| 46 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $3.8M | 7.7K | 0.47% | Added(+52.8%) |
| 47 | C CCZ COMCAST CORP NEW | $3.8M | 156.2K | 0.47% | Added(+8.6%) |
| 48 | A ADP AUTOMATIC DATA PROCESSING IN | $3.7M | 16.5K | 0.45% | Trimmed(-4.0%) |
| 49 | E EXPD EXPEDITORS INTL WASH INC | $3.7M | 22.5K | 0.45% | Trimmed(-5.1%) |
| 50 | T TMO THERMO FISHER SCIENTIFIC INC | $3.6M | 7.3K | 0.45% | Trimmed(-3.9%) |